2024年东南亚能源展望（英）2024

Investment Rating - The report does not explicitly provide an investment rating for the Southeast Asia energy sector. Core Insights - Southeast Asia is projected to account for over 25% of global energy demand growth by 2035, driven by strong economic expansion and population growth [6][14] - The region faces significant energy security risks due to rising dependence on fossil fuel imports and escalating costs, with a projected one-third increase in energy-related CO2 emissions by 2050 [14][16] - Eight out of ten Southeast Asian countries have set net zero emissions goals, but achieving these targets will require substantial efforts to reduce emissions by nearly two-thirds by 2050 [15][34] - The energy crisis triggered by geopolitical tensions has highlighted vulnerabilities in the region's energy supply, leading to record fossil fuel consumption subsidies [16][80] Summary by Sections Executive Summary - Southeast Asia's energy demand is expected to rise significantly, contributing more than 25% of global energy demand growth by 2035 [14] - The region's reliance on fossil fuels has led to serious concerns regarding energy security and sustainability, with a projected increase in energy-related CO2 emissions [14][16] - Clean energy is anticipated to meet over 35% of energy demand growth by 2035, but fossil fuel use is also expected to rise [20][34] Energy in Southeast Asia - The region's energy consumption has more than doubled since 2000, primarily driven by fossil fuels, particularly coal [55][70] - Oil demand has increased by 60% since 2000, with rising imports due to declining domestic production [56][57] - Natural gas accounts for around 20% of the energy mix, with growing reliance on imports exposing consumers to price volatility [57][78] - Renewable energy sources have tripled their contribution to the energy mix since 2000, but fossil fuels still dominate [58][70] Key Priorities and Implications - The report emphasizes the need for tailored strategies for clean energy transitions that consider regional and national contexts [7][38] - Investment in clean energy is crucial, with a projected need for over USD 190 billion in clean energy investments by 2035 [36] - Enhancing regional cooperation and international partnerships is essential for achieving energy security and sustainability [38]