【环球财经】国际能源署：可再生能源与核电2030年将提供全球一半电力

Core Insights - The International Energy Agency (IEA) predicts that global electricity demand will grow at an average annual rate exceeding 3.5% from now until 2030, with renewable energy and nuclear power expected to account for 50% of the global electricity mix by 2030 [1][2] Group 1: Electricity Demand Growth - Global electricity demand growth is projected to be at least 2.5 times that of overall energy demand growth, driven by increased industrial electricity use, the ongoing adoption of electric vehicles, rising air conditioning usage, and increased electricity consumption from data centers and artificial intelligence [1] - Emerging and developing economies remain the primary engines of electricity demand growth, while developed economies are beginning to see an increase in electricity consumption after 15 years of stagnation [1] Group 2: Renewable Energy and Nuclear Power - Global renewable energy generation is on track to surpass coal-fired generation, with the latest data indicating that both will be nearly equal by 2025, driven by record deployment of solar power facilities [1] - Nuclear power generation is also reaching new records, and by 2030, renewable energy and nuclear power combined are expected to provide 50% of global electricity, up from the current 42% [1] Group 3: Coal Power and Carbon Emissions - As renewable energy develops, the share of coal-fired generation in the global electricity mix is expected to decline, projected to return to 2021 levels by 2030 [1] - Carbon emissions in the global power sector are expected to remain relatively stable from now until 2030 [1] Group 4: Investment in Electricity Infrastructure - The growth in global electricity demand is significantly higher than in the past decade, with the increase in electricity consumption by 2030 equivalent to adding more than two EU-sized electricity demands [2] - To meet this demand, annual investment in the electricity grid needs to increase by 50%, with a strong emphasis on the security and resilience of the grid system [2]