據阿納多盧新聞9月9日消息稱,全球能源咨詢公司Wood Mackenzie周二發表聲明稱,在截至2030年的十年內,亞太地區的發電行業可能吸引1.5萬億美元的投資。
Wood Mackenzie稱,自2013年以來,可再生能源投資已經超過化石燃料,到2030年,太陽能和風能在亞太地區占66%,即1萬億美元的投資機會,而以煤炭和天然氣為主的化石燃料,占了剩余的5000億美元。
Wood Mackenzie的高級分析師Rishab Shrestha表示:“傳統上,能源安全和低成本煤炭的供應是亞洲煤炭投資的主要驅動力。然而,隨著各經濟體努力爭取一個更可持續、更綠色的未來,對煤炭的投資情緒正在減弱。”
據Shrestha說,未來十年,天然氣/煤炭投資將以40/60的比例分配。他證實,煤炭的比重正在下降,到2030年,天然氣的比重將下降到70%,煤炭的比重將下降到30%。
“煤炭投資將從2013年570億美元的峰值下降到2020年的180億美元。”
Wood Mackenzie表示,在未來十年中,預計該地區每年還將新增170吉瓦(GW)的新電力容量,到2030年以后,新增裝機容量的速度還將加快。
Shrestha說:“由于冠狀病毒相關的需求低迷,我們應該會看到未來5年產能增長略微放緩。這應該從2026年開始回升。”
他說,亞太地區已經進入了一個轉型的十年,預計到2025年風能和太陽能投資將比2017年的峰值下降20%。
曹海斌 摘譯自 阿納多盧新聞
原文如下:
Asia Pacific to draw more energy investments by 2030
The power generation sector in the Asia Pacific region could attract $1.5 trillion in investments over the decade ending 2030, according to global energy consultancy firm Wood Mackenzie's statement on Tuesday.
Wood Mackenzie said that renewables investments have overtaken fossil fuel since 2013, with solar and wind representing 66% or US$1 trillion investment opportunity in the Asia Pacific up to 2030, while fossil fuels, mainly coal and gas, make up the remaining $500 billion.
Wood Mackenzie’s senior analyst Rishab Shrestha said that “traditionally, energy security and availability of low-cost coal are key drivers of coal investment in Asia. However, investment sentiment towards coal is waning as economies strive for a more sustainable and greener future.”
According to Shrestha, gas/coal investment would be split at 40/60 over the next decade. He confirmed that the share of coal is falling to the extent that after 2030 gas will contribute 70%, with coal falling to a 30% share.
“Coal investment will fall from its peak of US$57 billion in 2013 to US$18 billion by the end of the decade.”
Wood Mackenzie said the region is also expected to add over 170 gigawatts (GW) of new power capacity annually in the next decade with the pace of additions accelerating beyond 2030.
“We should see a slight slow-down in capacity additions in the next five years due to coronavirus related sluggish demand. This should pick up from 2026 onwards,” Shrestha said.
He said the Asia Pacific region has entered a transition decade where wind and solar investment is expected to decline by 20% by 2025 from its peak in 2017.
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