国际能源署：尽管挑战重重 全球可再生能源装机仍将翻倍增长

Core Insights - The International Energy Agency (IEA) released the "Renewable Energy 2025" report, projecting strong growth in global renewable energy capacity despite challenges such as supply chain pressures, funding constraints, grid integration issues, and policy uncertainties [1][4] - From 2025 to 2030, an additional 4,600 gigawatts (GW) of renewable energy capacity is expected to be added, roughly equivalent to the current total capacity of China, the EU, and Japan combined, representing a doubling of the previous five-year increment [1] Renewable Energy Growth Drivers - Solar photovoltaic (PV) is anticipated to be the primary driver of this growth, expected to account for around 80% of the new renewable energy capacity additions over the next five years due to declining costs and expedited project approvals [3] - Wind energy is projected to follow as the second-largest contributor, with significant growth expected in China, Europe, and India despite short-term supply chain challenges [3] Regional Dynamics - Emerging economies are becoming new engines of renewable energy growth, particularly in Asia, the Middle East, and Africa, where competitive costs and enhanced policy support are driving accelerated development [3] - Countries like Saudi Arabia, Pakistan, and several Southeast Asian nations are expected to see rapid growth in solar PV over the next five years, becoming important growth poles in the global renewable energy landscape [3] Challenges and Policy Recommendations - The report highlights ongoing challenges such as supply chain stability, funding accessibility, and lagging grid infrastructure upgrades that could hinder the pace of renewable energy development [4] - IEA Director Fatih Birol emphasizes the need for policymakers to prioritize supply chain security and grid integration to overcome these obstacles and ensure the achievement of growth targets [4] Energy Transition Trends - The predicted growth scale underscores the irreversible trend of global energy transition, driven by the dual demands of climate change response and energy security [4] - As technology continues to advance and policy support strengthens, renewable energy is set to reshape the global energy supply structure and play a crucial role in achieving carbon neutrality goals [4]