2025_年全球能源转型报告（英）_49页_7mb

2025 Bureau Veritas Global Energy Transition Report: Summary

Introduction: The global energy transition faces a two-tier challenge, with advanced economies leading in clean energy deployment while the Global South lags despite being home to two-thirds of the world’s population. Unlocking investment and deployment in the Global South is essential to achieve Paris Agreement goals.

Key Findings:

1. Global South Investment Gap: Despite being home to two-thirds of the population, Global South countries receive only 15% of global clean energy investments, a gap that must triple clean energy investments to meet targets.

2. Barriers to Acceleration:

   • Permitting Delays: 73% of survey respondents cite permitting as a key barrier to project deployment in the Global South.
   • Supply Chain Issues: Geopolitical tensions, tariffs, and concentration of critical mineral supply hinder deployment.
   • Workforce Shortages: 58% report insufficient skilled workers, exacerbated by disruptions from fossil fuel-dependent economies.

3. Energy Mix & Innovation:

   • Renewables (wind/solar) dominate energy expansion, accounting for 92% of global power growth.
   • Technologies are accelerating: Battery storage (40% rapid development), electrolyzers, floating wind, and green hydrogen are progressing.
   • AI is increasingly used to forecast energy demand, optimize grids, and predict maintenance, with 56% of respondents expecting it to drive efficiency.

4. Decarbonization of Conventional Energy: Reducing methane emissions from oil/gas production (50% see this as a priority) and phasing out coal remain critical.

5. Grid Investment: 80% of respondents call for accelerated grid development to handle renewables integration.

Recommendations:

• Policy & Finance: Governments need robust frameworks, fiscal incentives, and international collaboration to channel capital to Global South projects.
• Technology Deployment: Focus on grid modernization, AI-driven efficiency, and circular economy solutions (e.g., blade recycling).
• Just Transition: Ensure low-carbon technologies prioritize equity and avoid harming vulnerable populations.

Conclusion:

Achieving the Paris Agreement goals hinges on bridging the investment and deployment gap in the Global South. Multi-stakeholder action—across policy, finance, and technology—can accelerate the energy transition.