G20国家的无碳电力（英）2025

Investment Rating - The report does not explicitly provide an investment rating for the carbon-free electricity sector in G20 countries Core Insights - The report analyzes the status and prospects of carbon-free energy in the electricity sector across G20 countries, emphasizing the need for tailored policies to promote carbon-free electricity deployment based on each country's unique circumstances [8][14] - It highlights the significant role of solar PV and wind energy in achieving carbon neutrality, projecting a sharp increase in their shares in electricity generation by 2030 [26][30] - The report categorizes G20 countries into clusters based on shared characteristics related to carbon-free energy, providing specific policy recommendations for each cluster [14][44] Summary by Sections Chapter 1: Introduction - The chapter defines carbon-free energy and discusses the importance of decarbonizing electricity systems to accelerate the transition to clean energy [14][16] - It outlines the differences in installed capacity and generation mix shares among G20 countries, emphasizing the need for country-specific policies [17][18] Chapter 2: Comprehensive Status and Policy Overviews - This chapter provides an in-depth overview of G20 countries' policy frameworks, including announced pledges and historical developments [44] - It discusses the varying approaches to nuclear energy among G20 countries, revealing insights into how nuclear power fits into broader energy strategies [38] Chapter 3: Levelised Cost of Electricity - The chapter introduces the concept of Levelised Cost of Electricity (LCOE) and provides a global cost overview by technology [48][50] Chapter 4: G20 Country Clusters - Countries are grouped based on screening criteria, allowing for a comparative analysis of their carbon-free energy policies and capacities [63][69] Chapter 5: Policy Recommendations - The final chapter presents policy recommendations aimed at boosting carbon-free energy uptake, tailored to the specific needs of each country cluster [83][92]