EY+可再生能源国家吸引力指数（第61版）-英-31页_19mb

Renewable Energy Country Attractiveness Index 61 Analysis Summary

1. Global Market Trends and Policy Impacts:

   • Recent geopolitical and economic events have highlighted the importance of energy security. Many governments are turning to renewable energy as a viable investment opportunity amid inflationary pressures and grid-related challenges.
   • The US Inflation Reduction Act is driving significant investment in clean energy, offering tax credits and incentives that have spurred over US$150 billion in clean energy investments since its passage in 2022. It risks creating competition for international capital and reshaping global supply chains.

2. Index Highlights:

   • Countries like Germany, India, and Poland have shown increased attractiveness.
   • Chile, Argentina, and Norway highlight increasing ambitions in renewable and hydrogen initiatives, though challenges remain.
   • The normalized index identifies smaller markets like Greece, Chile, and Australia as high-potential regions for renewable growth.

3. Country-Specific Developments:

   • US: Faces delays in grid connection and infrastructure, but remains a key player in energy transition and renewable manufacturing.
   • Germany: Positioned to surpass China in renewable capacity by 2030; advancing policy and grid reforms.
   • India: Rapid renewables growth with a focus on domestic manufacturing and green hydrogen exports. Onshore solar leads, with Germany climbing due to its warming capabilities.

4. Hydrogen and Storage Focus:

   • Green hydrogen is becoming central to many countries’ net zero plans (e.g., UK, Chile, India). The report highlights collaboration between nations, such as Germany and Norway, on hydrogen technologies.
   • Energy storage, particularly pumped hydro, is being expanded by countries like India and France to ensure reliable renewable supply.

5. Policy and Market Challenges:

   • National policies are playing a crucial role in shaping competition for investment; however, coordination among international blocs is needed to avoid negative distortions.
   • Despite policy support, supply chain bottlenecks and rising borrowing costs continue to impact renewable investments, especially in developing markets.

Conclusion: While the energy transition is gaining momentum globally, navigating the geopolitical and economic adjustments brought by recents events is crucial. Key players like the US, EU, and China are stepping up investment and competition, making renewable deployment both faster and more complex. The focus on exploring innovative technologies (hydrogen, storage) and localized supply chains will determine progress toward net zero.