毕马威：人工智能等技术与能源行业结合共生，中国能源转型提速

Core Insights - The global energy demand is projected to grow by 2% in 2024, with energy-related carbon emissions increasing by approximately 1%, both reaching historical highs [1] - Fossil fuels continue to dominate the global energy structure, accounting for 87% of the total energy mix, with natural gas showing the highest growth rate at 2.5% [1] - Renewable energy, excluding hydropower, is the fastest-growing energy type, with a growth rate of 9%, significantly outpacing the average growth rate of total global energy demand over the past five years [1] Energy Demand and Supply - Global electricity demand is expected to grow by 4%, indicating a continued shift towards electrification in the energy system [1] - In 2024, renewable energy generation is anticipated to account for one-third of global electricity supply, but only 8% of total energy demand, highlighting the potential for increased penetration of renewables in end-use energy [1] Regional Insights - Wind and solar power generation increased by 16%, raising their share of global total generation from 13% to 15%, with China being the primary driver of this growth, contributing 57% of the new wind and solar capacity [2] - China's solar power generation nearly doubled in two years, showcasing its significant role in the renewable energy sector [2] Technological Impact - Advanced technologies like artificial intelligence are driving the demand for renewable energy, presenting complex challenges for energy development and utilization [2] - China is positioned to enhance its energy transition speed through the integration of AI with traditional fossil fuel industries and the development of new energy sectors [2] Dual Role of China - China plays a dual role in the global energy landscape, with coal demand exceeding that of all other regions combined, while also leading in renewable energy installations, electric vehicle sales, and battery storage deployment [2] - In 2024, China is expected to account for nearly 60% of the global increase in renewable energy electricity supply, significantly reducing fossil fuel imports and carbon emissions [2]