全球电力评论2025_118页_14mb

Ember: Global Electricity Review 2024 - Summary

Introduction

• Ember's 2024 report provides the first comprehensive overview of global electricity generation changes for 2024 based on reported data and estimates. It analyzes trends and implications for energy sources and power sector emissions.

Key Findings

Clean Power Milestone

• Clean power (renewables plus nuclear) reached 40.9% of global generation for the first time since the 1940s.
• Renewables grew by record 858 TWh (+49% YoY), driven mainly by solar power's 474 TWh increase (+29%). wind and hydro also saw significant growth.

Solar Dominance

• Solar became the "engine" of the energy transition with record growth driven by falling costs and expanded capacity.
• Global solar generation doubled every three years, reaching 2,131 TWh (6.9% share of global mix).
• China accounts for half the global solar generation increase and over 50% of solar capacity additions.

Demand Drivers

• Global electricity demand grew 4.0% (+1,172 TWh) to exceed 30,000 TWh for the first time.
• Heatwaves amplified demand growth by ~0.7%, driving a small fossil fuel increase (+1.4%).
• Emerging drivers like EVs, heat pumps, and data centers are increasing demand growth rates.

Fossil Fuel Impact

• Despite clean power growth, power sector emissions reached a record 14.6 billion tonnes of CO2 (+1.6% YoY).
• Heatwaves were the primary factor behind the small fossil increase, amplified by air conditioning use.

Regional Trends

• China and India show decoupling of electricity demand growth from fossil fuel expansion through rapid clean energy deployment.
• Solar is rapidly expanding in new markets across Asia, Africa, and Latin America.

Conclusions

Key Takeaways

• Solar power leads the global energy transition, doubling every three years.
• While fossil generation shows slight annual increases, long-term trends show declines as clean power deployment accelerates.
• China and India's rapid clean energy deployment could tip the balance toward global fossil generation decline.
• Energy transitions depend heavily on policy and deployment of clean flexibility technologies like battery storage.

Forward Outlook

• The world is transitioning toward an era of permanent fossil fuel decline, powered by solar and clean electricity.
• Government and business leaders need to focus on embracing clean energy and moving away from fossil fuels to secure a resilient energy future.

Contact: Ember, CC BY-SA 4.0 License