报告点评：地缘政治、清洁能源发展与未来能源安全

Geopolitical and Energy Security - Geopolitical tensions and market fragmentation pose significant risks to energy security and collaborative climate action[1] - The energy supply chain is shifting towards fragmentation and regionalization due to geopolitical crises like the Russia-Ukraine conflict[7] Clean Energy Development - In 2023, global renewable energy capacity additions reached 560 GW, with investments nearing $2 trillion, nearly double that of fossil fuels[3] - China's share of global renewable energy generation additions in 2023 was 60%, with projections indicating its solar capacity will exceed the current total electricity demand of the U.S. by the early 2030s[19] Energy Demand Trends - Global electricity consumption is expected to increase by 6% annually, equivalent to Japan's total electricity demand, driven largely by new appliances and data centers[29] - Two-thirds of the growth in global electricity demand over the past decade has come from China[29] Investment and Policy Challenges - High financing costs and policy uncertainties are major barriers to clean energy development, particularly in developing regions[2] - In 2023, China's energy transition investment reached $676 billion, the highest globally, contributing significantly to global renewable energy capacity[9] Future Projections - By 2030, low-emission energy sources are expected to account for over half of global electricity supply, with nuclear energy playing an increasingly important role[20] - The global energy transition is projected to face challenges in maintaining momentum due to fluctuating fossil fuel prices and the need for sustained investment in clean technologies[19]