今年全球可再生能源发电量或将首超煤炭发电

Core Insights - The International Energy Agency (IEA) predicts that global renewable energy generation will surpass coal power for the first time as early as next year, marking a significant turning point in the global energy landscape [1][3]. Group 1: Global Electricity Demand - Global electricity demand is expected to grow by 3.3% in 2025 and 3.7% in 2026, significantly outpacing the overall energy demand growth [2]. - Emerging economies, particularly in Asia, are driving this demand, with China's electricity demand projected to grow by 5.7% and India's by 6.6% in 2026 [2]. - The service sector in China is contributing to this growth, with a 7.1% year-on-year increase in the first half of 2025, driven by electric vehicle charging and data center expansion [2]. Group 2: Renewable Energy Supply - The report indicates a historic shift in the global electricity supply, with renewable energy expected to become the largest source of electricity by 2025 or 2026, reducing coal's share to below 33% for the first time in a century [3]. - Solar and wind energy's share in global electricity generation is projected to increase from 15% to nearly 20% between 2024 and 2026, achieving a fivefold growth over ten years [3]. - Nuclear power generation is also expected to reach a historical high in 2025, driven by the restart of reactors in Japan and growth in the U.S. and France [3]. Group 3: Emissions and Electricity Prices - The global power sector's carbon emissions are expected to plateau in 2025 and decline by less than 1% in 2026, with China leading in emission reductions due to renewable energy expansion [4]. - Electricity prices are experiencing significant regional disparities, with wholesale prices in the EU and U.S. rising by 30% to 40% in 2025, while countries like India and Australia see price declines of 5% to 15% due to renewable energy growth [5]. Group 4: Challenges and Solutions - The current electricity grid infrastructure is identified as a critical bottleneck for energy transition, with significant challenges in system stability and capacity to accommodate renewable energy [6]. - The report emphasizes the need for robust grid infrastructure, stable energy supply chains, and diverse flexible resources to ensure a secure electricity system [6]. - Stakeholders are urged to update grid technology standards, optimize electricity reserve requirements, and enhance regulatory frameworks to address these challenges [6].