国际能源署发布报告显示：能源服务需求将持续上涨

Group 1 - The International Energy Agency (IEA) emphasizes that global demand for energy services, particularly electricity, will continue to grow significantly in the coming decades, driven by various sectors including transportation, heating, cooling, and data services related to artificial intelligence [1][2] - Electricity currently accounts for only 20% of global final energy consumption but supports over 40% of the global economy, indicating its critical role in both industrial and digital economies [1][2] - The report highlights that global electricity demand growth will outpace overall energy consumption growth, with electricity supply and electrification investments already comprising 50% of total global energy investments [1][2] Group 2 - The report identifies that the core of energy security in the electricity era lies in the development of grid infrastructure, energy storage facilities, and flexible resource allocation, which are currently lagging in many countries [2] - Renewable energy, particularly solar power, is projected to lead the growth in energy consumption, with 80% of this growth occurring in regions with high solar irradiance by 2035 [2] - The nuclear power sector is expected to recover, with a forecasted increase of at least one-third in global nuclear capacity by 2035, following a 20-year stagnation [2] Group 3 - The report predicts an increase in final investment decisions for new liquefied natural gas (LNG) projects by 2025, with approximately 300 billion cubic meters of new LNG export capacity expected to come online by 2030, resulting in a 50% increase in global LNG supply [3] - Despite anticipated growth in natural gas demand, the significant increase in LNG capacity may lead to an oversupply in the market [3] - Oil and gas are expected to continue playing a crucial role in the energy transition, with demand for these resources not peaking until 2050 under current policy conditions [3]