2016全球风电报告（英文版）_74页_4mb

2016 Global Wind Report Summary

Core Content

The 2016 Global Wind Report provides an overview of the global wind power industry's performance, market trends, and the role of corporate sourcing in driving growth. It highlights the economic improvements in the sector, the impact of policy stability, and the significance of renewable energy in the context of climate change and energy transition.

Key Statistics

• Global Wind Capacity: Reached 486.8 GW at the end of 2016, with 54.6 GW of new installations.
• Annual Growth: The industry grew by 12.6% in cumulative capacity.
• Top Installers:
  • China: Installed 23.4 GW, contributing significantly to global growth.
  • India: Set a national record with 3,612 MW of new installations, moving into fourth place in annual capacity growth.
  • Germany: Installed 5,443 MW, surpassing the 50 GW mark.
  • United States: Installed 8,203 MW, similar to 2015, but with a strong pipeline for 2017.
• Global Capacity Leaders (Over 10,000 MW):
  • China (168,732 MW)
  • United States (82,184 MW)
  • Germany (50,018 MW)
  • India (28,700 MW)
  • Spain (23,074 MW)
  • United Kingdom (14,543 MW)
  • France (12,066 MW)
  • Canada (11,900 MW)
  • Brazil (10,740 MW)

Market Forecast (2017-2021)

• China: Expected to return to growth in 2017 with a feed-in tariff cut scheduled for 2018.
• United States: Strong repeat performance with over 18 GW of projects under construction or in advanced stages.
• Germany and India: Expected to continue strong growth.
• Brazil: Hopes for economic recovery to bring back demand.
• South Africa: Positive signs that the ESKOM industry impasse is ending, allowing renewable projects to proceed.

Regional Highlights

Europe

• The EU 28 had a slight decline, but Turkey led with 1,387 MW of new installations, breaking the 1 GW barrier.
• Offshore wind prices dropped significantly in 2016:
  • Dutch Borssele 1 & 2: EUR 72/MWh
  • Danish nearshore: EUR 64/MWh
  • Danish Krieger's Flak: EUR 49.90/MWh
  • Dutch Borssele 3 & 4: EUR 54.50/MWh
• Offshore wind prices reached record lows, making it more competitive.

Latin America

• Brazil led with 2,014 MW of installations.
• Chile had a record year with 543 MW, driven by corporate sourcing in the mining sector.
• Uruguay installed 365 MW, surpassing the 1 GW cumulative mark.
• Argentina had a strong year, starting with a new government and ending with a 1.4 GW pipeline, indicating significant future growth.

Africa

• Morocco auctioned 850 MW at record low prices, signaling a shift in the market.
• Kenya's Lake Turkana Project completed construction and is expected to be commissioned soon, becoming Africa's largest wind project and the largest private investment in the country.

Corporate Sourcing of Renewables

• Corporate sourcing has emerged as a new market driver for wind power.
• It allows companies to secure renewable energy at competitive prices, reduce risk, and support sustainability goals.
• Key Motivations for corporate sourcing:
  • Economic benefits: Wind and solar are increasingly competitive, immune to fossil fuel price fluctuations.
  • Sustainability goals: Companies aim to reduce their carbon footprint and align with environmental standards.
  • Brand credibility: A "green" profile is beneficial for consumer-facing companies.
• Corporate PPAs are a common tool for sourcing renewables, offering long-term, stable pricing and revenue diversification for developers.
• Major Players in corporate sourcing:
  • Amazon, Google, Microsoft, Dow Chemical, 3M, Johnson & Johnson, Target.
  • Anheuser-Busch (AB) InBev joined the RE 100 campaign, pledging to source 100% renewable energy by 2025.

Challenges and Opportunities

• Regulatory Barriers: In some countries, third-party PPAs are restricted, limiting corporate sourcing options.
• Market Liberalization: Needed to facilitate access to renewable energy for businesses.
• Policy Stability: Critical for long-term investment in the power sector.
• Transmission Costs: Should be kept reasonable to support corporate sourcing.
• Tax Credits: The U.S. Production Tax Credit (PTC) and Investment Tax Credit (ITC) have been instrumental in encouraging corporate renewable deals.

Conclusion

Corporate sourcing of renewables is potentially a powerful driver for the expansion of wind power, especially in the context of global climate goals and the Paris Agreement. The report emphasizes that while some markets may have faced short-term challenges, the long-term outlook remains positive, with record low prices, increased adoption, and growing corporate commitment to sustainability.

Main Points

• Wind power continued to grow in 2016, despite some market slumps.
• Offshore wind prices reached historic lows, enhancing its competitiveness.
• Corporate sourcing of renewables is becoming a major trend, especially in the U.S., Germany, and India.
• The Paris Agreement and climate policy are reinforcing the push for renewable energy.
• Policy stability and market liberalization are essential for continued growth.
• China remains the largest market, with strong growth prospects.
• India, Germany, and Brazil are also key contributors to the industry's expansion.
• The global wind industry is now present in over 80 countries, with 29 having more than 1,000 MW installed.