八图看懂2025年能源转型进程：清洁能源高歌猛进 化石能源逆势回潮

Group 1 - The core challenge for clean energy supporters in 2025 includes significant setbacks in U.S. clean energy policies, a "windless season" for European wind power, reduced corporate wind investments, and a strong rebound in coal power capacity [1] - Despite these challenges, there are positive developments such as record-high global battery storage installations, numerous countries achieving record solar power shares, and continued growth in electric vehicle sales in major automotive markets [1] Group 2 - China continues to lead in clean energy development, maintaining the world's largest installed capacity in nuclear, photovoltaic, wind, and biomass energy [2] - Clean electricity production in China is expected to achieve strong growth for the seventh consecutive year, with a reported 15.4% year-on-year increase in clean power generation for the first 11 months of 2025 [2] - By 2025, clean energy generation is projected to exceed 40% of the total electricity supply in China, while fossil fuel generation will reach its lowest historical share [5] Group 3 - Over the next decade, China's expansion in solar, wind, nuclear, and energy storage capacity is expected to further increase the share of clean energy in the national power generation mix [7] - China's clean technology exports have also surged, with a record-breaking export value of over $180 billion in the first ten months of 2025 [7] - Energy storage systems emerged as the top export category, generating nearly $66 billion in sales, followed by electric vehicle exports at approximately $54 billion [10] Group 4 - In contrast to China's progress, the U.S. clean energy transition faces setbacks due to the repeal of federal renewable energy support policies during Trump's second term, leading to a significant reduction in tax credits for power developers [11] - As a result, U.S. coal power production saw a 13% year-on-year increase, marking a three-year high, while carbon emissions from the power sector are expected to rise [13] - The average annual price of natural gas in the U.S. is projected to be about 50% higher in 2025 compared to 2024, leading utilities to rely more on cheaper coal to meet winter demand [16] Group 5 - Despite the increase in coal consumption, the U.S. battery storage installations also reached a record high of over 39 GW in 2025, representing a 43% increase from 2024 [17] - This rapid growth in battery storage is reshaping the dynamics of power flow in key grids, with California and Texas significantly altering their peak power supply structures [20] - Solar power systems also performed exceptionally well in 2025, with several countries achieving new highs in solar power shares, contributing to reduced electricity costs and carbon emissions [23] Group 6 - Looking ahead to 2026, more countries are expected to achieve new highs in solar power generation shares, indicating a persistent momentum in the global energy transition despite policy fluctuations in major economies like the U.S. [25]