【GWEC】全球风能大会2024年全球风力报告_164页_26mb

Global Wind Report 2024 Summary

Core Content

The Global Wind Report 2024, published by the Global Wind Energy Council (GWEC), outlines the critical role of wind energy in achieving the global goal to triple renewable energy capacity by 2030, as agreed at COP28. It highlights the importance of wind energy in the transition to a clean, modern, and flexible energy system, emphasizing the need for ambitious policy, strong investment, and international collaboration to meet the target.

Main Viewpoints

• Wind energy is a key player in the global effort to reduce carbon emissions and achieve net-zero goals.
• The global wind industry has made significant progress, with 117 GW of new installations in 2023, surpassing 1 TW of installed capacity.
• However, the current growth rate is insufficient to reach the tripling target, and more than 320 GW of annual installations are needed by 2030.
• Global South countries are increasingly involved in the energy transition, but face challenges in financing, regulation, and infrastructure.
• The energy transition is being supported by international cooperation, including the Global Renewables Alliance and GWEC initiatives such as the Global Offshore Wind Alliance and Infinity Power.
• Climate diplomacy is at an all-time high, with governments and institutions showing a strong commitment to renewable expansion and emissions reduction.

Key Information

Global Wind Capacity and Growth

• In 2023, 117 GW of new wind power was installed globally, marking a 50% increase from the previous year.
• The global installed capacity exceeded 1 TW in 2023, equivalent to the entire clean and conventional power fleet of the United States.
• The industry is projected to reach 2 TW by 2030 if current growth rates continue.

Policy and Investment

• Policy frameworks must be ambitious, stable, and aligned with the goal of tripling renewables.
• Investment in renewables needs to increase to $2 trillion per year, including grid and storage infrastructure.
• Financing for projects in the Global South is a priority to support vulnerable communities and economic development.

Supply Chain and Collaboration

• Supply chains must be resilient, diverse, and managed to support the rapid growth of wind energy.
• Regional excellence should be leveraged to support a "locally made, globally sourced" approach.
• International collaboration is essential to address bottlenecks, streamline permitting, and reduce trade barriers.

Challenges and Opportunities

• Geopolitical tensions and rising costs are hindering the growth of renewables.
• Digitalisation gaps and disinformation are threatening the social acceptance and technical progress of the wind sector.
• AI and automation can enhance supply chain efficiency and project siting, but also disrupt labor markets and workforce planning.
• Public support and community engagement are vital for the successful deployment of wind projects.

Recommendations

1. Mobilize larger volumes of investment into wind energy, especially through public-private partnerships.
2. Stabilize and expand policy environments that support reasonable returns and sustainable growth.
3. Build a secure global supply chain through managed competition and cross-border cooperation.
4. Foster competitive industries by focusing on strategic domestic incentives, fair pricing, and reduced bureaucracy.
5. Industrialize new production models to standardize turbine platforms and enhance ESG assurance.
6. Leverage AI and machine learning for efficiency and innovation, while addressing workforce impacts.
7. Promote equitable knowledge transfer from the Global North to the South to ensure a just transition.
8. Support the Global South in scaling up investment and developing infrastructure.
9. Address the "say/do gap" in renewable energy implementation through clear policy signals and regulatory clarity.
10. Accelerate offshore wind through regulatory reform, technology advancement, and international collaboration.
11. Enhance cross-sector dialogue to align policy, investment, and community expectations.
12. Expand the Markets to Watch section to include growth opportunities in Egypt, Philippines, Kenya, and other emerging markets.

Conclusion

The Global Wind Report 2024 underscores the pivotal moment for the wind industry as it works to triple global renewable capacity by 2030. While progress is evident, the road ahead is challenging, requiring courage, collaboration, and strategic action from governments, industry leaders, and international bodies. The report calls for a united front to ensure a just and equitable energy transition that benefits all nations and communities.