拉丁美洲太阳能行业市场前景及投资研究报告-培训课件外文版2024.4

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TRENDSSolarpowerinLatinAmericaCHAPTER

01OverviewCumulativeinstalledsolarPVcapacityworldwidefrom2000to2022(inmegawatts)GlobalcumulativeinstalledsolarPVcapacity2000-20221,400,0001,200,0001,000,000800,000600,000400,000200,00002000

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20223Description:Globalcumulativesolarphotovoltaiccapacityhasgrowncontinuouslysince2000.In2022,globalcumulativesolarPVcapacityamountedto1,177gigawatts,withroughly239gigawattsofnewPVcapacityinstalledinthatsameyear.ReadmoreNote(s):Worldwide;2000to2022Source(s):SolarPowerEuropeSolarphotovoltaiccapacityworldwidein2022,byregion(inmegawatts)Globalsolarphotovoltaiccapacitybyregion2022Newinstalledcapacityinmegawatts0100,000200,000300,000400,000500,000600,000700,000AsiaEuropa597,573227,799NorthAmericaSouthAmericaOceania126,44332,77327,400MiddleEast12,882Africa12,64111,618EurasiaCentralAmericaandCarribean3,9874Description:In2022,itwasestimatedthatsolarphotovoltaic(PV)systemswithanoutputofaround597.6gigawattswerenewlyinstalledinAsia,makingthistheleadingregionintheworldbasedonnewinstallationcapacity.Bycomparison,NorthAmerica'ssolarPVcapacityamountedto126.4gigawatts.ReadmoreNote(s):Worldwide;2022Source(s):IRENACumulativesolarphotovoltaiccapacitygloballyasof2022,byselectcountry(ingigawatts)GlobalcumulativesolarPVcapacity2022,byselectcountryCumulativecapacityingigawatts200

250050100150300350400450ChinaUnitedStatesJapan414.5141.584.77966.7IndiaGermanyAustraliaSpain29.326.6Brazil23.5NetherlandsPoland1812.5RestofWorld289.25Description:China'scumulativesolarPV(photovoltaic)capacityreached414.5gigawattsattheendof2022.Inthelastyears,solarpowerhasbecomeaforceintheenergymarket.

ReadmoreNote(s):Worldwide;2022Source(s):REN21Leadingcountriesinsolarelectricitygenerationworldwidein2022(interawatthours)Electricityproductionfromsolarworldwide2022,bycountryElectricitygenerationinterawatthours150

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250050100300350400450ChinaUnitedStatesJapan417.72205.498.7695.17IndiaGermanyAustraliaSpain58.9833.4932.7729.09SouthKoreaItaly27.7326.29VietnamBrazil21.78FranceNetherlandsTurkey19.9817.6715.23Chile14.466Description:In2022,Chinawasthecountrywiththelargestenergyproductionfromsolar,withsome418terawatthours.TheUnitedStatesrankedsecondbyawidemargin,withroughlyhalfofChina'sproduction.JapanandIndiawerethirdandfourthintheranking,respectively.ReadmoreNote(s):Worldwide;2022Source(s):EmberCostofutility-scalesolarphotovoltaicsworldwidein2022,byselectcountry(inU.S.dollarsperkilowatt)Globalutility-scalesolarPVsystemscost2022,byselectcountryPriceinU.S.dollarsperkilowatt02004006008001,0001,2001,4001,6001,8002,0002,200JapanRussia1,9051,710France1,157UnitedStatesGermanyCanadaMexicoArgentinaAustraliaSpain1,119996961958949923778771ItalyBrazil747715ChinaIndia6407Description:In2022,thecostofutility-scalesolarphotovoltaicsgloballydecreasedfromthepreviousyear.Thatyear,utility-scalesolarphotovoltaicsinJapancostabout1,905U.S.dollarsperkilowatt.Thedropinsolarpricesisfuelingtheimmensegrowthseenintheglobalphotovoltaicindustry.ReadmoreNote(s):Worldwide;2022;Basedon2022U.S.dollarvaluesSource(s):IRENACHAPTER

02CapacitySolarphotovoltaicenergycapacityinLatinAmericaandtheCaribbeanfrom2010to2022(inmegawatts)SolarPVenergycapacityinLatinAmerica&Caribbean2010-202250,00045,00040,00035,00030,00025,00020,00015,00010,0005,00045,78632,54722,67215,799201910,07020186,40320173,46020162,23920159722084395841510201020112012201320142020202120229Description:TheenergycapacityofsolarphotovoltaicsinLatinAmericaandtheCaribbeanhasincreasedbymorethan140-foldinonedecade,surpassing45.8gigawattsin2022.Incomparisontothepreviousyearalone,thePVcapacityintheregionincreasedbynearly41percent.BrazilhadthelargestinstalledPVcapacityinLatinAmericain2022.ReadmoreNote(s):LAC;2010to2022;Estimates*;*FigureswerecalculatedbySource(s):IRENA;usingthesource'sdataforsolarphotovoltaicenergycapacityinCentralAmericaandtheCaribbean,SouthAmerica,andMexico.Thisstatisticwascompiledusing[...]

ReadmoreSolarphotovoltaicenergycapacityinLatinAmericaandtheCaribbeanin2022,bycountryorterritory(inmegawatts)SolarPVcapacityinLatinAmericaandtheCaribbean2022,bycountryCapacityinmegawatts05,00010,00015,00020,00025,00030,000Brazil*Mexico24,0799,009Chile6,142Argentina1,104742DominicanRepublic*ElSalvador*PuertoRico*Honduras*Panama*664639529522457332270258ColombiaPeru*UruguayCuba*10Description:In2022,BrazilhadthelargestcapacityforsolarphotovoltaicenergygenerationinLatinAmericaandtheCaribbean,withover24gigawatts.Mexicorankedsecond,withacapacityofsomeninegigawattsandChilerankedthirdwithacapacityofaroundsixgigawatts.ReadmoreNote(s):LAC;2022;*Estimate.ReadmoreSource(s):IRENAInstalledsolarphotovoltaic(PV)generationcapacityinArgentinafrom2010to2023(inmegawatts)SolarPVinstalledgenerationcapacityinArgentina2010-20231,6001,4001,2001,0008001,3661,0861,0607596004394001912000168888802010201120122013201420152016201720182019202020212022202311Description:Theinstalledcapacityofsolarphotovoltaic(PV)energygenerationinArgentinaincreasedsignificantlyinrecentyears.By2023,theSouthAmericancountryhadaninstalledcapacityofmorethanone1.3gigawatts,upfromeightmegawattsreportedonlysixyearsearlier.Nevertheless,thatsameyear,theshareofsolarinArgentina'selectricitydemandaveragedbelowtwopercent.

ReadmoreNote(s):Argentina;2010to2023Source(s):CompañíaAdministradoradelMercadoMayoristaEléctricoInstalledsolarphotovoltaic(PV)generationcapacityinBrazilfrom2013to2023(inmegawatts)SolarPVinstalledgenerationcapacityinBrazil2013-202340,00035,00030,00025,00020,00015,00010,0005,00037,29325,37314,3678,39520204,69420192,44720181,19420171422421230201320142015201620212022202312Description:SolarphotovoltaicelectricitygenerationhasbeencontinuouslygainingspaceinBrazil.AsofDecember2023,theinstalledgenerationcapacityintheSouthAmericancountrysurpassed37gigawatts.Thatsamemonth,solaraccountedformorethanhalfofplannedcapacityadditionsinBrazil.ReadmoreNote(s):Brazil;2013to2023Source(s):ANEEL;AssociaçãoBrasileiradeEnergiaSolarFotovoltaicaInstalledsolarphotovoltaic(PV)capacityinChilefrom2016to2023(inmegawatts)SolarPVinstalledgenerationcapacityinChile2016-20237,0006,0005,0004,0003,0002,0006,1424,3603,2052,6542,27420191,82920181,0411,00054702016*2017202020212022202313Description:InChile,theinstalledsolarphotovoltaic(PV)capacitymorethantripledinfiveyears,surpassing6.1gigawattsasofJanuary2023.Furthermore,over44gigawattsworthofadditionstothesolarcapacityinChilewereplannedatthatpoint.

ReadmoreNote(s):Chile;2016to2023;asofJanuaryofeachyear;onlyincludingcommercialprojectsinoperation;*FigurecalculatedbySource(s):CNEbasedonthedataprovidedbythesource.Thisstatisticwascompiledusingseveralreleasesofthepublication.

ReadmoreInstalledsolarphotovoltaic(PV)generationcapacityinMexicofrom2010to2022(inmegawatts)SolarPVinstalledgenerationcapacityinMexico2010-202210,0009,0008,0007,0006,0005,0004,0003,0002,0001,0009,0098,1546,6924,7252,56620181,126201763328717473109293902010201120122013201420152016201920202021202214Description:Mexico'ssolarPVenergygenerationcapacityskyrocketedinrecentyears.In2022,theinstalledcapacityintheNorthAmericancountrywasaroundninegigawatts,anincreaseofnearly10percentincomparisontothepreviousyear.Incomparisonto2010,thiscapacitygrewbymorethan310-fold.In2021,MexicohadthesecondlargestsolarPVcapacityinLatinAmerica,rankingonlybehindBrazil.ReadmoreNote(s):Mexico;2010to2022Source(s):IRENACHAPTER

03ProductionSolarphotovoltaicenergygenerationinLatinAmericaandtheCaribbeanfrom2010to2021(ingigawatthours)SolarPVenergyproductioninLatinAmerica&Caribbean2010-202145,00040,00035,00030,00025,00020,00015,00010,00042,71838,01229,49016,3379,06820175,48120165,00003,2201,488201476547712123220102011201220132015201820192020202116Description:Solarphotovoltaic(PV)energygenerationinLatinAmericaandtheCaribbeanreachedover38terawatthoursin2021,adecreaseincomparisontothepreviousyear.Incomparisontothebeginningofthedecade,thisrepresentsanincreaseofmorethan100-fold.ReadmoreNote(s):LAC;2010to2021;*FigureswerecalculatedbySource(s):IRENAbasedonthesource'svaluesofsolarphotovoltaicenergyproductioninCentralAmericaandtheCaribbean,MexicoandSouthAmerica.

ReadmoreSolarphotovoltaicenergygenerationinLatinAmericaandtheCaribbeanin2021,bycountry(ingigawattshour)SolarPVgenerationinLatinAmerica2021bycountryGenerationingigawattshour10,00005,00015,00020,00025,000MexicoBrazil20,19516,761Chile10,565ArgentinaElSalvadorHondurasDominicanRepublicPeru2,2041,6431,088878861679PuertoRicoPanama657530ColombiaUruguay482Bolivia35117Description:MexicowasthelargestsolarphotovoltaicproducerinLatinAmericaandtheCaribbeanin2021,withmorethan20.2terawatthoursproduced.BrazilandChilefollowed,with16.8and10.6terawatthoursgenerated,respectively.Thesethreecountriesconcentratedroughly80percentofsolarphotovoltaicenergygenerationinLatinAmericathatyear.ReadmoreNote(s):LAC;2021Source(s):IRENAShareofsolarinelectricitygenerationinLatinAmericaandtheCaribbeanin2021,bycountryShareofpowergeneratedfromsolarsourcesinLatinAmerica2021,bycountryShareofelectricitygeneration0%2%4%6%8%10%12%14%16%18%ElSalvadorChile16.92%13.24%HondurasBarbados10.69%7.48%AntiguaandBarbudaBolivia5.71%4.44%4.2%3.75%3.45%3.03%3.01%2.53%MexicoPanamaJamaicaUruguayDominicanRepublicBrazilGuatemala1.59%18Description:In2021,ElSalvadorwastheLatinAmericancountrythathadthelargestshareofelectricityproducedfromsolarsources,atsome17percentofitspowermix.Chilerankedaclosesecond,withsolaraccountingforroughly13.2percentofelectricitygenerationthatyear.Nevertheless,solarpowercontributedtolessthanfivepercentoftheelectricitymixofmostLatinAmericanandCaribbeancountriesthatyear.ReadmoreNote(s):LAC;2021Source(s):EmberSolarenergygenerationinArgentinafrom2011to2022(ingigawatthours)SolarenergyproductioninArgentina2011-20223,5003,0002,5002,0001,5001,0005002,928.22,195.61,344.3799.72019108.120181.88.11515.714.714.316.40201120122013201420152016201720202021202219Description:SolarenergygenerationinArgentinaincreasedbymorethan150-foldinjustsixyears.In2022,theSouthAmericancountrygeneratedroughly2.9terawatthoursofsolarpower,upfrom16.4gigawatthoursin2017.Incomparisontothepreviousyear,thisrepresentedanincreaseofroughly30percent.Evenso,theparticipationofsolarPVinArgentina'selectricitydemandremainsatsometwopercent.ReadmoreNote(s):Argentina;2011to2022Source(s):CompañíaAdministradoradelMercadoMayoristaEléctricoSolarelectricitygenerationinBrazilfrom2015to2022(ingigawatt-hours)SolarelectricityproductioninBrazil2015-202235,00030,12630,00025,00020,00016,75215,00010,74810,0006,6515,00003,46120188315985201520162017201920202021202220Description:Inlinewithglobaltrends,solarelectricitygenerationinBrazilhasskyrocketedinrecentyears.In2022,solarenergygenerationintheSouthAmericancountrysurpassed30terawatt-hours,almostdoublingtheamountgeneratedonthepreviousyear.Solaraccountedfor4.4percentofBrazil'selectricitygenerationin2022.ReadmoreNote(s):Brazil;2015to2022Source(s):EPESolarphotovoltaic(PV)energygenerationinChilefromJanuary2018toDecember2022(ingigawatt-hours)MonthlysolarPVenergyproductioninChile2018-20221,8001,6001,4001,2001,0008006004002000Jan

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'2221Description:InDecember2022,electricitygenerationfromsolarphotovoltaic(PV)sourcesinChileamountedtoroughly1.6terawatt-hours,thehighestfigurerecordedintheindicatedperiod.Whencomparedtothesamemonthofthepreviousyear,solarPVgenerationincreasedby26percent.In2022,solarPVaccountedforsome19.3percentofChile'selectricitygeneration.ReadmoreNote(s):Chile;January2018toDecember2022Source(s):CNESolarPVenergygenerationinMexicofrom2017to2022(interawatthours)SolarPVenergyproductioninMexico2017-202225201510520.219.39.57.43.21.2020172018201920202021202222Description:In2022,Mexico'ssolarPVpowergenerationdecreasedbymorethanthreepercentwhencomparedtothepreviousyear,nearing19terawatthours.Incomparisonto2017,solarPVgenerationintheNorthAmericancountryincreasedbyaround16-fold.In2021,thesolarPVinstalledcapacityinMexicosurpassedninegigawatts.ReadmoreNote(s):Mexico;2017to2022Source(s):EnergyInstitute;Kearney;KPMGCHAPTER

04CostsandemploymentAverageinstalledcostforutility-scalesolarphotovoltaicsinselectedcountriesinLatinAmericain2022(inU.S.dollarsperkilowatt)Utility-scalesolarPVinstalledcostinLatinAmericancountries20221,2009581,0008006004002000949888747MexicoArgentinaChileBrazil24Description:In2022,theaverageinstalledcostofutility-scalephotovoltaicsinBrazilamountedto747U.S.dollarsperkilowatt.OthercountriesinLatinAmericaregisteredhigherinstalledcosts.InMexico,forinstance,theaverageinstalledcostofutility-scalesolarPVstoodat958U.S.dollarsperkilowatt.ReadmoreNote(s):LAC;2022;Basedon2022U.S.dollarsSource(s):IRENANumberofjobsinthesolarphotovoltaicindustryinselectedcountriesinLatinAmericain2022(in1,000s)NumberofsolarPVjobsinLatinAmerica2022,bycountryNumberofjobsinthousands150050100200250300BrazilMexico241.441917ChileArgentinaPanamaUruguayNicaraguaColombiaPeru2.141.10.770.580.360.360.04CostaRicaEcuador0.0125Description:In2022,BrazilwastheLatinAmericancountrywiththelargestnumberofemployeesinthesolarphotovoltaicenergyindustry,withsome241thousandjobs.Mexicorankedsecondintheregion,butbyawidemargin,witharound19thousandjobs.Thatyear,BrazilandMexicoalsoreportedthetwolargestsolarPVgenerationcapacitiesinLatinAmerica.ReadmoreNote(s):2022;includingdirectandindirectjobsSource(s):ILO;IRENANumberofjobsinthesolarcoolingandheatingindustryinselectedcountriesinLatinAmericain2022(in1,000s)NumberofsolarcoolingandheatingjobsinLatinAmerica2022,bycountry4541.1403530252015104.63501.130.290.2BrazilMexicoArgentinaChileUruguay26Description:BrazilisbyfartheLatinAmericancountrywiththelargestworkforceinthesolarheatingandcoolingsector.Asof2022,thissegmentoftheBraziliansolarindustryemployedsome41thousandpeople.InMexico,thissectorprovidedjobstolessthanfivethousandworkersthatyear.ReadmoreNote(s):2022;includingdirectandindirectjobsSource(s):ILO;IRENACHAPTER

05OutlookForecastcompoundannualgrowthrate(CAGR)oftherenewableenergysectorinLatinAmericafrom2023to2030,byenergysourceCAGRoftherenewableenergymarketinLatinAmerica2023-2030,bysourceCompoundannualgrowthrate0%2%4%6%8%10%12%14%16%18%SolarenergyWindenergyGeothermalBioenergy15.52%11.17%10.18%9.11%HydropowerOceanenergy8.37%3.26%28Description:Solarenergywastherenewableenergysourcewiththelargestcompoundannualgrowthrate(CAGR)inLatinAmerica.From2023to2030,solarenergyisforecasttogrowwithanannualaverageof15.5percentintheregion.ThesolarenergysectorinLatinAmericahadamarketvalueof4.95billionU.S.dollarsin2022,rankingfourthamongrenewabletechnologies.ReadmoreNote(s):LAC;2023Source(s):ExtrapolateMarketsizeofthesolarenergysectorinLatinAmericafrom2020to2022,withaforecastuntil2030(inbillionU.S.dollars)SolarenergymarketvalueinLatinAmerica2020-2030181614121015.5413.3111.459.888.567.44864206.485.664.954.343.822020202120222023*202420252026202720282029203029Description:ThemarketsizeofthesolarenergysectorinLatinAmericagrewfromroughly3.8billionU.S.dollarsin2020toalmostfivebillionU.S.dollarsin2022.By2030,thesectorisforecasttoreachamarketsizeof15.5billionU.S.dollars.

ReadmoreNote(s):LAC;2020to2022;*FiguresstartingonthisyearareforecastSource(s):ExtrapolateSolarandwindinstalledcapacitynetadditionsinLatinAmericafrom2017to2027,bycountry(ingigawatts)LatinAmerica:solarandwindcapacitynetadditions2017-2027,bycountryBrazilMexicoChileArgentinaPeruColombiaUruguayOthers3025201510502017201820192020202120222023*202420252026202730Description:Brazilinstalledsome16.8gigawattsofwindandsolarin2023.BrazilwasbyfarthecountrywiththelargestcapacityadditionsacrossLatinAmerica.Itisforecastthatsolarandwindcapacityadditionsintheregionwillsurpass20gigawattsannuallyinthefollowingfiveyears.ReadmoreNot