2024趋势报告：可再生能源和太阳能研究报告-47正式版.docx

WRatedPowerapartofJENVERUS2024TrendsReport:Renewab1.eEnergyandSo1.arResearchReportIndex05Forewordfrom29Trendsacrding51Keysuccess57DeepdiveintoourCEOtoindustryfactorsofaRatedPowerstatsprofessiona1.s1.eadingenergy09Executivep1.ayerCanngprojecttrendssummaryStoragete<cnotoges(BESS)GridStabikzabonmeChodsMOdgPrefefen8S13AboutthesurveyRenewabfc1.egis1.ation(storageandBESS)Inverterpre/erenoesOversrt1.cabonof19UpcomingAnemacePVdepIoymentsrenew8bieenergysourcesStructurepreferencesrenewab1.e(Agr>PV,f1.oatingsdar)i1.Inves1.merrtindg博MianBtSScha1.1.engesDigftaftzaUonandautomation85Conc1.usionGndsaturationNotaWeinnvckxs,Evestmerrtinastrong1.aborandinstaUHymate11ate.andtrendsforce89WrapupPermittingandreguUonDesirednewfenewabteQYefSifk1.ionofregoa1.ada8soperations92ReferencesIncreasedsts1.andavaiabi1.itySkitedpersonne1.1.ackofgementincentivesForewordfromourCEOThepastyearhasbeenates!amen!totheresi1.ienceandadaptabi1.ityo1ourdustrya11v<1.s1.anever-changinggtoba1.energyCnSkWhesomeimmediatopressureshaveeased,theOngemggeopo1.itica1.unrest.PaQCgWthepcotongedConnietHUkraineandIensonsintheMidd1.eEast.COMrUJeto*npectenergymarketsandeconomiesWOfIdWDespitethesecha1.1.enges,theBGVQWeenergysectorhasexpenenoedsignificantgtoba1.gwth1.particu1.ar1.yiSotefPVandGecMCvecfies.TheIEAestimatesthatnear1.y90%toftota1.investmentine1.ectricitygenerationv/entRewardsImemissionsPeWerin2023.atrendthathasbeentrackingforsometime,andusisnoto®duetothepushfor1.oweremissionsbuta1.soth©undeniabteeconomiccaseformaturec1.eanenergytechno1.ogies.Them<xno11tumbehindthistransition泳nowsufficientforgtoba1.demandfora1.,oi1.andnatura1.gastodec1.inebefore2030.marking!hebeginningofmeendofthefoss4fue1.era.However,thereareadditiona1.obstac1.estoover11>onthejourneytowardsac1.eanerenergyfutureManagingsupp1.ychaindependencies,especia1.1.ykxcr*ca1.minera1.sikeRhkim,coba1.1.nk:ke1.andrareearts.remainsakeycha1.1.enge.Oureffortstodiversifyand20WRx<ti<MErrtfz&>«*M*cR1InnOVaiein(hisareaMi1.1.haveabigSyintheresJienceofc1.eanenergysupp1.ychainsnthefuture.Moth6PponentofthistransitionistheadvancementandiniegrationofbatteryenergystoragesystemsBESS).Iheabktytostoreand<>stribu1energyweneededw*rtmaketosupp1.ymoreconsistent,mitigating京Xneofthes1.rnonthegridintandemwttheesca1.atingdemandforrenewab1.einsta1.1.ations.1.ookingaheadIothefuture,waskedenergytn's1.ryprfosskxic*stosham<hrthoughtsonanumberoftopes,asamesnsofunderstandingthecurrents1.ateoftesector.Assomerecumngthemesnthesurveyresponsesshow,therearebothc1.earcha1.1.engesthatneedtobeso1.vedandexcitingin11ov丽CSjustarovndtheOXn(XWereexcitedtoseeerethingsgonextVPPo*w&RWcWJbs.E110AndcoFour*.RakaJPcwwExecutiveSummary2023vsayearwfe<,emuchprogresswasmadeintherenewab1.eindustry.FromategIs1.ativeperspective,theEuropeanUnionadoptedanewEnergyDirectwe?,raisingthw2030renewab1.econsumptiontargetto42.5%from32%.Aithesametime,overS27Obi1.1.ioni11'estmentsweremademmeUSInte18monthssincetheInftatKx1.ReductionAct,WBSintroducedin2022Theso1.arPVmarkethasPartieU1.ar1.yf1.ourished1.argeuti1.ity-sca1.eandsma1.1.dsuibu1.edso1.arPVsystemswereestimatedtomakeupvo-thirdsofthe2023projectedmcrease小g1.oba1.renewab1.eCapaci1.y4.Despite1.isgrowth,thecostshavef1.uctuatedthroughouttheyear,witPfBoehikesdnvebyvanousfactors,nefudingiatx)randinverters.Somesourcesindicatethatwindpowercou1.denduphavingaICWfir1.COeInsnsoarn2024mcertainregionsfortesamereasons.ThatS血SdarPVcontinuestohavea29%1.owerIeve1.izedcostofenergy(1.COE)thanthocheapestfue1.a1.ternativesreportedbyBkxxnbergNEF1teprojectiono1.tota1.so1.armodu1.ecapacityInS1.aItedin2023aroundtheWOrtdis413GM.Thisrepceseniedamassive58%growthfromtheamountinsta1.1.edr2022,Whehitse1.fwasana1.most42%ncreasefromthepreviousyearThistrajectorytooks阳Iocontinue.Wrthhhtargetsandprojectionsbeingmade.AreportfromAuroraEnergyReSearchrearterinth©yeersuggestedthatEuropev<>sontracktoinsta1.1.asdarPoWercapacityof475GWbetweenr>ovand2030.Meanwhi1.e,attheCOP28conferenceinDubai.Wodd1.eadersagreedtotrip1.etheg1.oba1.renev/ab1.eenergycapacity52030andhistorica*yagreodtocommittotransition初myfromfo&si1.KJeSomeinterestingtrendswerenotedinRatedPer,spftatfcnthisyear.Tbeckxnranc©ofbifacia1.mo<juQS.thegrowingtrendofstringinverters,andthegeographicvariationinstructurepreferencesa1.high1.ightevokingdesignandengineeringaproaces.Overai.theWOndscommittedto1.ov/enngrtscartjemss.andtherenev/abftesindustry»srighttherea1.ongsideWAboutthesurveyTogaininsightintotherenewab1.esectorsIfajeckxytc2024.WesurveyedenergyindustryProfessionatsfrom30OCXJmOeSspanningsixconbne11ts.TheyWerCaskedIxxj1GdUSIryChaJIenges.trends,innovations,a