拉丁美洲风电行业市场前景及投资研究报告-培训课件外文版2024.4

DIGITAL

&

TRENDSWindpowerinLatinAmericaCHAPTER

01OverviewGlobalinstalledwindpowercapacityin2022,byregion(ingigawatts)Installedwindpowercapacitybyregion2022Capacityingigawatts050100150200250300350400450500AsiaPacificEurope436.9255.5Americas204.2AfricaandMiddleEast9.73Description:In2022,theAmerica'scumulativeinstalledwindpowercapacityreachedapproximately204.2gigawatts.TheU.S.generatedaround435billionkilowatthoursofwindelectricitythatyear.ReadmoreNote(s):Worldwide;2022Source(s):GWECLeadingcountriesinnewinstalledwindpowercapacityin2022(inmegawatts)Globalnewlyinstalledwindpowercapacitybyselectcountry2022Newinstalledcapacityinmegawatts15,000

20,00005,00010,00025,00030,00035,00040,000ChinaUnitedStatesBrazil37,6618,6124,065GermanySweden2,7452,4412,430FinlandFrance2,070India1,8471,6811,659UnitedKingdomSpain4Description:TheUnitedStatesaddedapproximately8.6gigawattsofwindpowercapacityin2022.Thecumulativecapacityofinstalledwindpowerworldwidesurpassed900gigawattsin2022.ReadmoreNote(s):Worldwide;2022Source(s):GWECInstalledwindpowercapacityinLatinAmericaandtheCaribbeanfrom2013to2022,asshareofglobalcapacityLatinAmerica'sshareofglobalwindpowercapacity2013-20226%5.31%5%4.73%4.57%4.5%4.32%4.03%3.87%4%3%2%1%0%3.53%2.96%2.1%20132014201520162017201820192020202120225Description:In2022,LatinAmericanandtheCaribbeanrepresentedapproximately5.31percentoftheglobalinstalledwindpowercapacity.In2021,theinstalledwindpowercapacityintheregionreachedover39.6gigwatts.Theregion'scontributiontotheworldwidecapacityhasincreasedbyaround2.6percentagepointssince2013.ReadmoreNote(s):2013to2022;Installedcapacityattheendofeachyear;includingonshoreandoffshoreSource(s):GWEC;InstalledwindpowercapacityinLatinAmericaandtheCaribbeanfrom2013to2022(inmegawatts)InstalledwindpowercapacityinLatinAmerica2013-202250,00045,00040,00035,00030,00025,00020,00044,69139,47933,90629,23325,53921,80418,83915,29115,00010,927201410,0005,00006,6942013201520162017201820192020202120226Description:In2022,theinstalledwindpowercapacityinLatinAmericaandtheCaribbeanreachednearly45gigawatts,upbysome13percentfromayearearlier.Incomparisonto2013,thisrepresentsanincreaseofroughly38gigawatts.LatinAmericaaccountedfora5.3percentshareofglobalwindpowercapacitythatyear.ReadmoreNote(s):2013to2022;InstalledcapacityattheendofeachyearSource(s):GWECWindenergycapacityinLatinAmericaandtheCaribbeanin2022,bycountryorterritory(inmegawatts)WindcapacityinLatinAmericaandtheCaribbean2022,bycountryCapacityinmegawatts15,00005,00010,00020,00025,00030,000BrazilMexico24,1637,312ChileArgentinaUruguay3,8303,3091,514DominicanRepublicPeru417409390270239186131107CostaRicaPanamaHondurasNicaraguaBoliviaGuatemala7Description:In2022,BrazilhadthelargestcapacityforwindenergygenerationinLatinAmericaandtheCaribbean,withsome24.2gigawatts.ThisrepresentedmorethanhalfoftheinstalledcapacityintheLatinAmericanregionthatyear.Mexicorankedsecond,withacapacityofapproximately7.3gigawatts.ReadmoreNote(s):LAC;2022;*FigurewascalculatedbySource(s):IRENAbasedonthevaluesprovidedbythesource.ReadmoreShareofwindpowerinelectricitygenerationinLatinAmericaandtheCaribbeanin2021,bycountryDistributionofpowergeneratedfromwindinLatinAmerica2021,bycountryShareofelectricitygeneration15%0%5%10%20%25%30%35%UruguayArubaNicaraguaCostaRicaBrazil31.54%15.05%13.61%12.35%10.79%ChileArgentina8.85%8.73%DominicanRepublicJamaica7.33%6.9%6.68%6.22%5.9%HondurasMexicoPanamaSaintKittsandNevis4.55%8Description:In2021,morethan31.5percentofUruguay'selectricitygenerationwasderivedfromwindpower,thelargestcontributiontothepowermixamongLatinAmericanandCaribbeancountries.Arubafollowed,butbyawidemargin,withwindaccountingforsome15percentofthepowergeneratedthatyear.ReadmoreNote(s):LAC;2021Source(s):EmberCHAPTER

02CapacityInstalledwindpowercapacityinArgentinafrom2015to2022(inmegawatts)InstalledwindpowercapacityinArgentina2015-20223,5003,0002,5002,0001,5001,0005003,3093,2872,6181,60467327922820402015201620172018201920202021202210Description:In2022,22gigawattsofwindpowercapacitywereinstalledinArgentina,bringingthecountry'saccumulatedcapacitytoover3.3gigawatts.Thisrepresentsanearlytwelve-foldincreaseincomparisonto2015,whenthecapacitystoodbelow300megawatts.InJanuary2022,windenergyaccountedforoverninepercentofArgentina'selectricitydemand.ReadmoreNote(s):Argentina;2015to2022;InstalledcapacityattheendofeachyearSource(s):GWECCumulativewindenergygenerationcapacityinstalledinBrazilfrom2013to2022(inmegawatts)WindpowercapacityinBrazil2013-202225,00020,00015,00010,00023,76120,78617,14615,38814,40112,29410,1247,6334,88820145,00002,20220132015201620172018201920202021202211Description:TheinstalledcapacityofwindpowerinBrazilhasseencontinualannualgrowthoverthelast10years.From2013to2022,installedwindcapacitygrewfrom2.2gigawattstomorethan23gigawatts.In2022,BrazilwasthecountrywiththelargestwindcapacityinstalledacrossLatinAmerica.ReadmoreNote(s):Brazil;2013to2022Source(s):EPEInstalledwindpowergenerationcapacityinChilefrom2017to2022(inmegawatts)WindpowerinstalledgenerationcapacityinChile2017-20223,5003,0002,5002,0001,5003,1372,1491,6201,5241,30520181,02920171,0005000201920202021202212/statistics/1225411/installed-wind-power-capacity-chileChile'sinstalledwindpowercapacitymorethantripedintheperiodofconsideration,surpassing3.1gigawattsasofJanuary2022.Furthermore,morethan13gigawattsworthofadditionstothecountry'swindcapacitywereplannedatthatpoint.

ReadmoreNote(s):Chile;2017to2022;asofJanuaryofeachyear;onlyincludingcommercialprojectsinoperationSource(s):CNEInstalledwindpowercapacityinCostaRicafrom2011to2022(inmegawatts)InstalledwindpowercapacityinCostaRica2011-202245040035030025020041140839439439037836527219314414415010050128020112012201320142015201620172018201920202021202213Description:TheinstalledwindpowercapacityinCostaRicamorethantripledbetween2011and2022.Inthelatteryear,theCentralAmericancountryhadaninstalledcapacityof390megawatts,upfrom128megawattsreportedin2011.

ReadmoreNote(s):CostaRica;2011to2022Source(s):IRENAInstalledwindpowercapacityMexicofrom2011to2022(inmegawatts)InstalledwindpowercapacityinMexico2011-20228,0007,3127,1547,1547,0006,0005,0004,0003,0002,0001,00006,0735,8874,1804,0513,2712,56920142,12220131,815201260120112015201620172018201920202021202214Description:TheinstalledwindpowercapacityinMexicohasjumpedabout13-foldinthelastdecade.In2022,theNorthAmericancountryhadaninstalledcapacityof7.3gigawatts,upfrom0.6gigawattsreportedin2011.ReadmoreNote(s):Mexico;2011to2022Source(s):IRENAInstalledwindpowercapacityinUruguayfrom2011to2022(inmegawatts)InstalledwindpowercapacityinUruguay2011-20221,6001,4001,2001,0008001,5111,5111,5141,5141,5141,5141,211857600481400200535944020112012201320142015201620172018201920202021202215Description:TheinstalledwindpowercapacityinUruguayincreasedbymorethan30-foldbetween2011and2022.Inthelatteryear,theSouthAmericancountryhadaninstalledcapacityofover1.5gigawatts,upfrom44megawattsreportedin2011.

ReadmoreNote(s):Uruguay;2011to2022Source(s):IRENACHAPTER

03GenerationWindenergygenerationinArgentinafrom2011to2022(ingigawatthours)WindenergyproductioninArgentina2011-202216,00014,00012,00010,0008,00014,164.512,937.69,410.66,0004,995.820194,0002,0001,413.12018613.32014593546.82016615.82017447348.9201216020112013201520202021202217Description:Inrecentyears,Argentinahasinvestedinincreasingtheshareofrenewablesourcesinitselectricitymatrix,andwindenergyhasbeenoneofthemainfocusesofthiscampaign.In2022,windpowergenerationinthecountryamountedtosome14terawatthours,ayear-over-yearincreaseofroughlyeightpercent.Since2011,thisfigureincreasedmorethan800-fold.InJanuary2022,theshareofwindinArgentina'selectricitydemandstoodoverninepercent.

ReadmoreNote(s):Argentina;2011to2022Source(s):CompañíaAdministradoradelMercadoMayoristaEléctricoWindenergygenerationinBrazilfrom2010to2022(ingigawatt-hours)WindenergygenerationinBrazil2010-202290,00081,63280,00070,00060,00050,00040,00030,00020,00010,000072,26657,05155,98648,47542,37333,48921,626201512,21020146,57820135,05020122,70520112,1772010201620172018201920202021202218Description:WindelectricitygenerationinBrazilhasseencontinualannualgrowthoverthelastdecade.In2022,theSouthAmericancountrygeneratedover80terawatt-hoursworthofwindpower,anincreaseofroughly10percentincomparisontothepreviousyear.Windaccountedfora12percentshareofBrazil'selectricitygenerationin2022.ReadmoreNote(s):Brazil;2010to2022Source(s):EPEWindenergygenerationinChilefrom2011to2022(ingigawatthours)WindenergyproductioninChile2011-202210,0008,833.79,0008,0007,0006,0005,0004,0003,0002,0001,00007,209.95,538.84,818.14,020.73,551.72,251.920162,104.120151,4262014548.22013389.72012315.2201120172018201920202021202219Description:In2022,windpowergenerationinChilesurpassed8.8terawatthours,ayear-over-yearincreaseofapproximately20percent.Since2011,thisfigureincreasedgreatly.In2021,theshareofwindinChile'sgrosselectricitygenerationstoodatalmostninepercent.ReadmoreNote(s):Chile;2011to2022Source(s):CoordinadorEléctricoNacionalWindenergygenerationinCostaRicafrom2011to2022(ingigawatthours)WindenergyproductioninCostaRica2011-20222,0001,8001,6001,4001,2001,0008001,798.871,796.341,573.31,459.441,369.31,287.681,147.291,079.51734.756004002000528.382012484.572013414.47201120142015201620172018201920202021202220Description:In2022,windpowergenerationinCostaRicaamountedtoapproximately1.3terawatthours,ayear-over-yeardecreaseofnearly13percent.Thatsameyear,theinstalledwindpowercapacityinthecountrystoodataround400megawatts.

ReadmoreNote(s):CostaRica;2011to2022Source(s):GrupoICEGenerationofwindenergyinMexicofrom2010to2022(interawatt-hours)WindpowerproductioninMexico20222520151020.9720.2319.7716.7812.539.939.918.456.354.17503.671.631.24201020112012201320142015201620172018201920202021202221Description:In2022,windpowergenerationinMexicosurpassed20terawatthours,asmalldecreaseincomparisonwiththepreviousyear.From2010to2019,thisfigureincreasedmorethan15-fold.In2021,theinstalledwindpowercapacityintheNorthAmericancountryamountedto21gigawatts.ReadmoreNote(s):Mexico;2010to2022Source(s):EmberWindenergygenerationinUruguayfrom2011to2022(ingigawatthours)WindenergyproductioninUruguay2011-20226,0005,437.74,989.45,0004,0003,0002,0001,00004,732.64,752.34,782.63,774.42,994.22,065.1732.62014144111.32011112.4201220132015201620172018201920202021202222Description:In2022,windpowergenerationinUruguayreachednearly4.8terawatthours,asmalldecreaseincomparisonwiththepreviousyear.Since2011,windelectricitygenerationincreasedbyalmost50-fold.In2021,Uruguay'selectricityproductionamountedto13.5terawatthours.ReadmoreNote(s):Uruguay;2011to2022Source(s):MIEMCHAPTER

04EmploymentNumberofjobsinthewindpowerindustryinselectedcountriesinLatinAmericain2022(in1,000s)EmploymentinthewindpowersectorinLatinAmerica2022,bycountryNumberofjobsinthousands30

400102050607080BrazilChile67.728.7Mexico5.9NicaraguaArgentinaUruguay2.261.871CostaRica

0.3DominicanRepublic

0.3Peru

0.3Colombia

0.06Panama

0.0124Description:In2022,BrazilwastheLatinAmericancountrywiththelargestworkforceinthewindpowerindustry,employingnearly68thousandpeople.Chilefollowed,withsome8.7thousandjobsthatyear.Overall,88thousandpeoplewereemployedintheLatinAmericanwindsector.ReadmoreNote(s):2022;IncludingdirectandindirectjobsSource(s):IRENANumberofjobsinthewindenergyindustryinBrazilfrom2018to2022(in1,000s)NumberofwindenergyjobsinBrazil2018-2022807060504067.763.840.233.8302010018.82018201920202021202225Description:In2022,theBrazilianwindenergyindustrygeneratedroughly67,700jobs.EmploymentintheBrazilianwindsectorhasdoubledinthelastfiveyears.In2018,thenumberofemployeesinthewindenergyindustrystoodat33,800.

ReadmoreNote(s):2018to2022;IncludingdirectandindirectjobsSource(s):ILO;IRENANumberofjobsinthewindenergyindustryinChilefrom2019to2022(in1,000s)NumberofwindenergyjobsinChile2019-20221210811.18.77.5642.720201920202021202226Description:In2022,theChileanwindenergyindustrygeneratedaround8,700jobs,downfrom11,100ayearearlier.Overall,windenergyemploymentinChilepresentedagrowingtrendbetween2019and2022.

ReadmoreNote(s):2019to2022;IncludingdirectandindirectjobsSource(s):ILO;IRENANumberofjobsinthewindenergyindustryinMexicofrom2018to2022(in1,000s)NumberofwindenergyjobsinMexico2018-20223025202623.81510513.56.95.902018201920202021202227/statistics/1447606/wind-energy-jobs-industry-mexicoIn2022,theMexicanwindenergyindustryemployed5,900workers.ThenumberofwindindustryjobsintheLatinAmericancountrypeakedin2020at26,000anddroppedsignificantlyinthenextyear,whentheindustryrecordedonly6,900jobs.

ReadmoreNote(s):2018to2022;IncludingdirectandindirectjobsSource(s):ILO;IRENACHAPTER

05OutlookProjectedglobalannualwindpowercapacityin2022withforecastuntil2027(ingigawatts)Globalwindmarketforecastbyannualcapacity2022-20271801601401571501351251151201008060402007820222023*2024*2025*2026*2027*29Description:Newinstallationsofwindpowerworldwideamountedtoaround78gigawattsin2022.Anupwardtrendinnewwindpowercapacityadditionsisexpected,withnewadditionsforecastedtoreach157gigawattsin2027.

ReadmoreNote(s):Worldwide;2022;*ForecastReadmoreSource(s):GWECNewonshorewindcapacityinstalledworldwidein2022,withaforecastuntil2027,byregion(ingigawatts)Globalonshorewindinstallationsforecast2022-2027byregionAsiaPacificEuropeAmericaMiddleEastandAfrica140120100804.9214.73.416.23.115.419.11.214.923.32118.917.814.50.314.86016.74072.572.370.170.566.82037020222023*2024*2025*2026*2027*30Description:Newonshorewindinstallationsworldwideamountedtosome68.8gigawattsin2022andissettogrowoverthecomingyears.Itisestimatedthatin2027,onshorewindcapacityintheAsiaPacificregionwillbearound72.3gigawatts.

ReadmoreNote(s):Worldwide;2022;*ForecastSour