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10年间全球能源投资版图巨变,清洁能源已占2/3
Di Yi Cai Jing· 2025-06-19 11:56
Group 1 - The core viewpoint of the article highlights that global energy investment is expected to reach a record high of $3.3 trillion in 2025, with clean energy technologies attracting $2.2 trillion, nearly double the $1.1 trillion for traditional fossil fuels [2][3] - The International Energy Agency (IEA) emphasizes that energy security will be a key driver for the increase in global energy investment amidst geopolitical tensions and economic uncertainties [2] - Over the past decade, the integration of global energy supply chains has reduced costs and accelerated the energy transition, with significant increases in exports of energy technologies due to historically low tariffs [2][3] Group 2 - Clean energy investments, particularly in solar photovoltaic technology, have nearly doubled in the past five years, with projected investments of $450 billion in solar energy by 2025, making it the largest single investment category in global energy [3] - Fossil fuel investments are expected to decline for the first time since 2020, with oil investments dropping to $420 billion, a 6% decrease, marking the largest decline since 1996 [3] - Low-carbon fossil fuel investments are projected to reach a record high of $30 billion, with potential growth of tenfold by 2027 if supportive policies for carbon capture and storage (CCUS) are implemented [3] Group 3 - China has become the largest investor in clean energy, with investments exceeding $625 billion in 2024, representing one-third of global clean energy investments, nearly doubling from a decade ago [5][6] - Developed countries in Europe and the U.S. are also increasing their clean energy investments, with Europe focusing on renewable energy to reduce dependence on imported natural gas [6] - Despite growth, global clean energy investment remains uneven, with Africa only accounting for 2% of global clean energy investments, hindered by high financing costs and debt pressures [6][7] Group 4 - The demand for electricity is rising due to electrification in various sectors, with global electricity investment expected to exceed $1.5 trillion, a 50% increase over fossil fuel investments [9] - The report predicts that global electricity demand will increase by 3,500 terawatt-hours (TWh) over the next three years, equivalent to adding the electricity consumption of Japan annually [10] - Renewable energy is expected to meet 95% of the global electricity demand growth from 2025 to 2027, with solar and wind being the primary sources [10]