2023-10-10-未知机构-阿联酋可再生能源行业投资_44页_9mb

Renewables Overview

• Global Context: Renewables accounted for ~29% of global electricity generation in 2020, with solar PV and wind expected to drive 2/3 of growth through 2026. Costs remain competitive.

UAE Renewable Growth

• Targets:
  • Installed capacity: 2.3 GW (2020) → 9 GW (2025) → 44% share by 2050.
  • Investment to 2050: ~$163 billion.
• Key Drivers: Government policies, low solar tariffs (1.35¢/kWh), and diversification from fossil fuels.

Ecosystem Components

• Companies: DEWA (grid operator), Masdar (renewable projects), ENEC (nuclear), EWTE (waste-to-energy).
• Research: Khalifa University’s nuclear/energy centers; Bedayat incubator for cleantech startups.
• International Support: IRENA, ETAF (climate finance platform).

Market Segments

• Solar: Dominant (91% of renewables in 2020), with projects like Noor Abu Dhabi (1.177 GW) and floating solar farms.
• Wind: Emerging, with test projects on Sir Bani Yas Island.
• Nuclear: Barakah NPP (4 units, 25% of UAE electricity by 2025).
• Waste-to-Energy: Sharjah WTE plant diverts 300,000 tonnes/year.
• Green Hydrogen: Dubai targets global market share by 2030, leveraging blue hydrogen (carbon capture) and green hydrogen pilot projects.

Policy Initiatives

• National Strategies:
  • UAE Net Zero 2050: Achieve net-zero emissions by 2050.
  • UAE Energy Strategy 2050: 50% clean energy by 2050, 70% reduction in carbon footprint.
  • Dubai Clean Energy Strategy 2050: 75% clean energy by 2050.
• Sector-Specific Plans: Dubai Integrated Energy Strategy 2030; Ras Al Khaimah’s EE&R Strategy.

Energy Demand

• Rapid growth projected due to population/industrialization; solar PV leads electricity consumption expansion.
• By 2020, renewables supplied ~7% of UAE’s electricity, projected to ~21% by 2030.

Climate & Investment Goals

• UAE aims to save ~$192 billion by reducing natural gas dependency.
• Active in global initiatives: COP28 hosting, Pan-Arab Clean Energy Program, floating solar/BIPV pilot projects.

Key Stakeholders

• Ministries: Ministry of Energy & Infrastructure; Ministry of Climate Change & Environment; Federal Authority for Nuclear Regulation (FANR).
• Projects: Al Dhafra (2 GW), Mohammed Bin Rashid Al Maktoum Solar Park (5 GW target).

Events & Exhibitions

• Major platforms: Expo 2020 Dubai, Abu Dhabi Sustainability Week, WETEX, DEWA Solar Show.