全球可再生能源吸引力指数排行-31页_19mb

The Renewable Energy Country Attractiveness Index (RECAI) 61 highlights the growing emphasis on renewable energy due to energy security concerns, geopolitical events like the war in Ukraine, and policies such as the US Inflation Reduction Act (IRA). The global energy transition is accelerating, with record investments and policy support driving opportunities across renewables technologies like wind, solar, and hydrogen.

Key Trends:

• Global Context: Inflation, supply chain issues, and grid constraints persist but are being addressed through C&I PPAs, renewable targets, and grid upgrades.
• US Inflation Reduction Act (IRA): Provides substantial incentives (tax credits, grants) for clean energy production and manufacturing, boosting the US PPA Index and setting the stage for global policy responses like the EU's Green Deal Industrial Plan and state aid relaxations.

Country Highlights:

• Leadership: Germany and France made notable gains, while China and India remain global leaders despite geopolitical and supply chain challenges.
• New Opportunities: Hydrogen, particularly green hydrogen, is a key focus for several countries (e.g., India, Norway) due to its role in decarbonization.
• Infrastructure and Grid: Countries like Chile, Australia, and Norway are expanding renewable deployment, but grid transmission and hydrogen infrastructure gaps remain critical barriers.
• Geopolitics: Supply chain diversification and localized sourcing are urgent priorities following trade tensions and policy-driven shifts (e.g., US act).

Market Challenges:

• Investment Barriers: Geopolitical risks, energy misalignment (e.g., natural gas prices decoupling), and supply chain constraints require new partnerships and localized value chains.
• Rec
  ommendations: Policymakers must balance production, grid upgrades, and repurposing decommissioned fossil-fuel infrastructure to avoid locking capital into nonviable assets.