-- 全球风能理事会(GWEC)周一表示,受中东冲突和霍尔木兹海峡关闭加速可再生能源转型的影响,预计到2025年,全球风能装机容量将新增165吉瓦,累计装机容量将超过1.3太瓦。 GWEC在一份报告中指出,风电装机容量的增长主要得益于对陆上风电的强劲需求,陆上风电装机容量增长42%至155.3吉瓦,而海上风电装机容量增长18%至9吉瓦。 报告称,以中国和印度为首的亚洲新增装机容量达131吉瓦,占全球总量的80%。全球风能理事会(GWEC)表示,中国在全球风电增长中占据主导地位,预计2025年新增风电装机容量将达到约120.5吉瓦,几乎与2024年全球新增装机容量持平。 受《通胀削减法案》的撤销和海上风电租赁的暂时取消的影响,风电行业正面临巨大的“逆风”。尽管美国风电行业面临着政策上的严重分歧,但该国去年仍新增了约7吉瓦的陆上风电装机容量。 GWEC表示,人工智能数据中心和制造业不断增长的需求将使风电继续成为美国电网的重要组成部分,尽管其地位也存在政治争议。 GWEC指出,新兴市场也在加速风电装机容量的增长,沙特阿拉伯的装机容量增长了四倍,达到1.5吉瓦;智利增长了三倍,达到1.1吉瓦;土耳其达到2.1吉瓦,这反映出风电在各地区的战略吸引力正在不断扩大。 与此同时,各国政府日益将风能视为增强经济韧性的工具,而不仅仅是应对气候变化的手段。全球风能理事会(GWEC)表示,风能如今在能源安全、可用性、可及性、可负担性和可接受性这四大支柱方面均有所建树,因为它能降低对波动性能源进口的依赖。 报告指出,风能行业也在不断发展。人工智能和先进的数据分析技术如今已成为整个价值链的标配,涵盖从资源评估到机组优化等各个环节。 此外,风能、太阳能和储能相结合的“混合”项目的兴起,也展现了该行业如何稳定发电量并提升整体系统性能。 GWEC预测,到2026年,新增装机容量将达到178吉瓦,未来五年预计总装机容量将达到969吉瓦。 为实现《巴黎协定》提出的到2030年将可再生能源装机容量增加两倍的目标,报告指出,各国政府必须着重关注三大成功要素:稳定的政策框架、高效的许可审批和协调的电网规划。
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