9th edition of Statkraft's flagship energy report
2024年绿色转型情景
With or without climate policy and despite geopolitical tensions, the energy transition is underway. But what are the drivers and criticalities that will decide the pace and scale of the energy transition? Will we be able to reach our climate goals and fuel an economy below 1.5度?
Find out in Statkraft’s annual energy report
2024年绿色转型情景
We are usually the most positive voice in the energy arena, but look at what happened when Jenny Chase, 彭博社首席太阳能分析师, Jarad Rystad, 里斯塔德能源公司的首席执行官, 和Torjus Folsland Bolkesjø, Statkraft全球驱动副总裁, met to discuss some of the key findings of Statkraft’s flagship energy report 2024年绿色转型情景.
We’re always happy to see more optimistic views on the progress of the energy transition. 为什么? Because that’s good news for renewables, and it’s good news for our climate.
主要调查结果摘要
An all-time accelerated transition is emerging throughout the globe, also in Europe evidenced by solar and wind generation outstripping coal and gas for the first time while the continent sets new records for wind/solar build out.
一个推迟的情景预测了这一点, despite geopolitical tensions and conflicts, the rate of renewable growth continues albeit on a path towards 2.4 .全球变暖
当容量增加时, the costs of key clean tech will continue to decline on average at a rate of -25% for solar, -20% for onshore wind and -5% for offshore from today to 2030 thus accelerating the transition towards net zero.
While RES will reach 87% of the EUs power generation mix by 2050, coal demand will soon be in structural decline globally with oil and gas reaching the peak around 2030 or sooner in all scenarios.
Electricity consumption in the EU will increase by more than 200% by 2050 as electrification of transport, buildings and 行业 cuts emissions and is increasingly competitive, while final energy consumption decreases in the Green Transition Scenario even as economy increase.
Accelerated 减排 of end use sectors continue to represent a significant challenge with almost 60% of the remaining CO2 emissions coming from 行业, 建筑和交通:
- 建筑: electrification is the main solution to 减排, together with energy efficiency and behavioural change. Despite heat pumps being close to competitive in price, transformation of the heating system is slow.
- 运输: 乘用车实现电动化. Electricity share of transport increasing from 2% to 70% while oil share drops from more than 90% to below 2% in our European Green Transition Scenario to 2050.
- 行业: electricity use is increasing across scenarios. The last emissions are costly, difficult and require policy push to materialise.
- Hard-to-abate-sectors: emission cuts in long distance transportation and some industries (steel, 水泥, 化学品)仍然特别具有挑战性. These sectors need a mix of solutions and more policy push.
There are several additional developing technologies that are forecast to play an increasingly pivotal role in supporting the energy transition, 尤其是那些难以削弱的行业. This includes hydrogen, biogas, carbon capture and storage and carbon removals.
Transforming to more weather dependent energy systems is a challenge, but it is manageable. It will require the parallel build out of numerous flexible solutions, 比如电池, 灵活的水电, smart and flexible demand and high interconnectivity across markets.