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Summary of Deloitte's Report: Global Renewable Energy Trends

Core Content

This report from Deloitte discusses the rapid shift in the global energy landscape, where solar and wind energy are moving from mainstream to preferred sources. The report highlights the convergence of enabling trends and demand trends that are making renewables more competitive with conventional energy sources, while also addressing the challenges and opportunities in their integration and technological advancement.

Main Trends and Enablers

I. Reaching Price and Performance Parity on and Off the Grid

• Solar and wind are now competitive with conventional sources without subsidies, achieving grid price parity and moving toward performance parity.
• Utility-scale onshore wind has become the world's lowest-cost energy source, with an unsubsidized LCOE range of $30–60 per MWh, which is below the range of natural gas ($42–78 per MWh).
• Utility-scale solar PV is the second-cheapest energy source, with LCOE ranges of $43–53 per MWh, and has seen significant cost reductions over the past decade.
• Storage integration (especially lithium-ion batteries) is enhancing the dispatchability of renewables, allowing them to provide grid services and reliability.
• Distributed renewables, such as rooftop solar, are also reaching socket price and performance parity in many regions.
• Renewables plus storage are becoming more cost-effective and competitive with new gas plants and existing conventional plants, especially in the US and Europe.

II. Cost-Effective and Reliable Grid Integration

• Intermittency challenges are being overcome by advanced grid management and systemic adjustments.
• Renewables are reducing electricity prices by displacing more expensive generators.
• Grid reliability and resilience are improving with higher renewable penetration.
• Smart inverters and advanced controls are enabling renewables to provide grid reliability services such as frequency and voltage control.
• Interconnection with neighboring markets helps smooth output and reduce curtailment.
• Renewables have shown resilience during extreme weather events, compensating for fuel shortages and outages.

III. Technology for Automated, Intelligent, Blockchained, and Transformed Renewables

• Automation is reducing production and operational costs, with examples like FirstSolar increasing panel size and efficiency.
• Artificial Intelligence (AI) is improving weather forecasting and renewable resource optimization.
• Blockchain is being explored for energy attribute certificates (EACs), providing transparency, security, and cost efficiency.
• Advanced materials such as perovskite are promising to increase solar efficiency and reduce costs.
• 3D printing is transforming wind turbine blade manufacturing, enabling cost-effective and efficient production.

Key Demand Drivers

IV. Smart Renewable Cities

• Cities are increasingly adopting renewable energy as part of their smart city strategies.
• Major cities such as San Diego, Los Angeles, Jaipur, and Hamburg are leading in renewable adoption, with San Diego having the highest share (33%) of wind and solar in its electricity mix.
• San Diego has a 100% renewable target by 2035, and is locally driven despite the US government's reduced climate commitments.
• Jaipur is a nationally driven smart renewable city in Asia, reflecting India's national commitment to renewable energy.

Conclusion

• Renewables are becoming preferred energy sources due to their cost-effectiveness, performance, and grid integration capabilities.
• Technological advancements are driving cost reductions and improving reliability.
• Demand from cities, communities, emerging markets, and corporations is increasing, with a focus on reliability, affordability, and environmental responsibility.
• Future trends suggest continued growth and greater adoption of renewables, especially as storage and smart technologies mature and cost gaps narrow.
• The global energy transition is accelerating, with new markets and partnerships helping to bridge resource dissonance and facilitate deployment.

Key Statistics

• Onshore wind capacity surpassed 495 GW globally by 2017, with price parity in nine leading countries.
• Utility-scale solar PV reached 386 GW globally by 2017, with price parity in most top solar markets.
• LCOE for solar and wind has fallen significantly, with onshore wind down 67% and solar PV down 86% over the past eight years.
• Lithium-ion battery costs have fallen nearly 80% since 2010, enhancing the value of solar and wind.
• Renewables plus storage are now competitive with new gas plants and can replace existing conventional plants in some regions.

Endnotes

• The report references IRENA, Lazard, and Bloomberg New Energy Finance for LCOE data and market analysis.
• Smart inverters and AI are key to enhancing grid performance and reliability.
• Blockchain is being explored to streamline EAC tracking and increase transparency.
• Perovskite technology and 3D printing are revolutionizing the solar and wind industries.

Final Thoughts

Deloitte emphasizes that renewables are no longer just an alternative but a preferred choice due to their cost competitiveness, grid integration capabilities, and technological advancements. The global energy transition is accelerating, and renewables are poised to lead in the next decade.