欧洲可再生能源行业市场前景及投资研究报告-培训课件外文版2024.6光伏风电储能

DIGITAL

&

TRENDSRenewableenergyinEuropeCHAPTER

01EuropeoverviewRenewableenergycapacityinEuropefrom2010to2022(inmegawatts)RenewableenergycapacityinEurope2010-2022800,000700,000600,000500,000400,000300,000200,000100,000020102011201220132014201520162017201820192020202120223Description:In2022,renewableenergycapacityinEuropeamountedto705.8gigawatts.Thiswasthepeakfromtheperiodinconsideration,andanincreaseofalmost10percentfromthepreviousyear.CapacityfromrenewablesourcesinEuropehasbeenincreasingsteadilysince2010,whenthetotalcapacityamountedto322.1gigawatts.ReadmoreNote(s):Europe;2010to2022Source(s):IRENATotalrenewableenergycapacityinEuropein2022,byleadingcountry(inmegawatts)RenewableenergycapacityinEurope2022,byleadingcountryRenewableenergycapacityinmegawatts60,000

80,000020,00040,000100,000120,000140,000160,000GermanySpain148,42167,90965,38159,89155,94353,025FranceItalyTurkeyUnitedKingdomNorway39,65038,044SwedenNetherlandsAustria28,53823,4244Description:GermanyistheleadingEuropeancountryforrenewableenergycapacity,atover148gigawattsinstalledasof2022.Spainrankedsecond,butaccountedforlessthanhalftheGermancapacityofrenewableenergy.Unsurprisingly,thelargestconsumptionofrenewableenergyinEuropealsooccurredinGermany,followedbytheUnitedKingdom.ReadmoreNote(s):Europe;2022Source(s):IRENARenewableenergyconsumptionintheEuropeanUnionfrom1998to2022(inexajoules)RenewableenergyconsumptionintheEuropeanUnion1998-20221098765432101998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

20225Description:RenewableenergyconsumptionintheEuropeanUnionamountedto8.63exajoulesin2022,anincreaseofroughlytenpercentincomparisontothepreviousyear.Between1998and2022,renewablesconsumptionintheregiongrewby8.15exajoules,peakinginthelatteryear.ReadmoreNote(s):EU;1998to2022Source(s):EnergyInstitute;Kearney;KPMGRenewableenergyconsumptioninEuropein2015and2022,bycountry(inexajoules)RenewableenergyconsumptioninEurope2015-2022,bycountryConsumptioninexajoules2022

20151.50.00.51.02.02.53.02.45GermanyUnitedKingdomSpain1.831.360.841.040.720.810.76FranceItalyTurkey0.50.70.690.170.160.170.560.51SwedenNetherlandsPoland0.330.390.320.290.260.24FinlandDenmarkBelgium0.20.166Description:GermanyisEurope'slargestconsumerofrenewableenergy.In2022,consumptionofrenewablesinthecountryamountedto2.45exajoules,upfrom1.83exajoulesin2015.Bycomparison,theNetherlandsconsumed0.51exajoulesworthofrenewableenergyin2022.ReadmoreNote(s):Europe;2015and2022Source(s):EnergyInstitute;Kearney;KPMGShareofrenewableenergyinthegrossconsumptionofenergyintheEuropeanUnionfrom2012to2022RenewableenergysharesinenergyconsumptionintheEuropeanUnion2012-202225.0%23.0%21.0%23%22%21.9%19.9%19.0%18%17.5%17%16.7%201517.0%15.0%13.0%16.1%201415%14.2%201220132016201720182019*2020202120227Description:RenewablessourceshareinthegrossfinalenergyconsumptionhascontinuouslyincreasedintheEuropeanUnionovertheyears.Between2012and2022,figuresrosefrom14.2percentto23percentin2022.Theshareofrenewableenergyinfinalenergyconsumptionpeakedinthatlastyear.ReadmoreNote(s):Europe,EU;2012to2022;*Figuresfor2019onwardsdonotincludetheUnitedKingdom.Thestatisticwasassembledusingseveraleditionsofthereport.

ReadmoreSource(s):EurObserv'ERRenewableelectricitymixintheEuropeanUnionfrom2013to2022,byenergysource(interawatthours)RenewableenergymixintheEuropeanUnion2013-2022WindpowerHydraulicpowerBiomassSolarpowerGeothermalOceanenergies1,2001,00080060040020002013201420152016201720182019*2020202120228Description:Since2017,windpowerstandsasthemainrenewablesourceintheEuropeanUnion'selectricitymix.In2022,electricityfromwindpoweraccountedfor38.9percentoftheEU'srenewablemix.HydropowerwasthemajorrenewablesourceintheEU'selectricitymixintheprioryears.Bycomparison,oceanandgeothermalpowerweretherenewablesourceswiththelowestelectricitygenerationintheregionin2022,with0.5and6.4terawatthours,respectively.

ReadmoreNote(s):EU;2013to2022;*Figuresfor2019onwardsdonotincludetheUnitedKingdom.Thestatisticwasassembledusingseveraleditionsofthereport.

ReadmoreSource(s):EurObserv'ERCHAPTER

02WindenergyInstalledwindpowercapacityinEuropefrom2010to2023(inmegawatts)InstalledwindpowercapacityinEurope2010-2023300,000257,111240,278250,000200,000150,000100,00050,0000221,517207,896196,110181,787170,616155,727143,015130,198118,170107,19694,714201184,920201020122013201420152016201720182019202020212022202310/statistics/421483/total-wind-power-in-europeIn2023,installedwindcapacityinEuropepeakedat257.1gigawatthours.Intheperiodofconsideration,figuresmorethandoubled,withatrendofcontinuousgrowth.Europeisoneoftheregionswiththelargestinstalledwindpowercapacityworldwide.ReadmoreNote(s):Europe;2010to2023Source(s):IRENACumulativewindpowercapacityintheEuropeanUnion(EU-27)asof2022,bycountry(inmegawatts)TotalinstalledwindpowercapacityintheEuropeanUnion(EU-27)2022,bycountryCapacityinmegawatts30,000010,00020,00040,00050,00060,00070,000GermanySpain66,20629,042.9France20,698SwedenItaly14,58511,700NetherlandsPoland8,7478,129.5DenmarkFinlandPortugalBelgiumGreece7,1005,6775,6715,236.44,681.44,527.3Ireland11Description:GermanyhasthelargestcapacityofwindpoweroutofallEuropeanUnionmemberstates.Asof2022,thecountryhadinstalledroughly66.2gigawattsofonshoreandoffshorewindpowerplants.ThiswasmorethandoublethecumulativecapacityavailableinSpain,where29gigawattshavebeeninstalledsofar.Unsurprisingly,windelectricitygenerationwasalsohighestinGermany.ReadmoreNote(s):EU;2022Source(s):EurObserv'ERCumulativeoffshorewindpowercapacityinstallationsinEuropefrom2012to2023(ingigawatts)CumulativeoffshorewindpowercapacityinEurope2012-2023403530252034302825221816151311105875020122013201420152016201720182019202020212022202312Description:Europe'scumulativeoffshorewindenergycapacityreached34gigawattsattheendof2023.Intheperiodofconsideration,figurescontinuouslyincreased,growingfromonlyfivegigawattsinstalledacrossallEuropeanwaterbodiesin2012.

ReadmoreNote(s):Europe;2012to2023Source(s):WindEuropeCumulativeoffshorewindpowercapacityinEuropein2023,bycountry(inmegawatts)OffshorewindpowercapacityinEurope2023,bycountryCapacityinmegawatts6,000

8,00002,0004,00010,00012,00014,00016,000UnitedKingdomGermanyNetherlandsDenmarkBelgium14,7568,5364,7392,6522,261France842Sweden19210171NorwayFinlandItaly

30Portugal

25Ireland

25Spain713Description:Asofendof2023,theUnitedKingdomhadthelargestinstalledcapacityofoffshorewindacrossEurope,withalmost15gigawatts.Germanyfollowedwithanoffshorewindpowercapacityof8.5gigawatts.ReadmoreNote(s):Europe;2023Source(s):WindEuropeElectricitygenerationfromwindpowerintheEuropeanUnion(EU-27)from2013to2022(interawatthours)WindpowerelectricityproductionintheEuropeanUnion(EU-27)2013-2022450426419.5397.4384.9400377.5361.9350301.9302.930025020015010050251.7234.40201320142015201620172018201920202021202214Description:TheamountofelectricitygeneratedfromwindpowerintheEuropeanUniontotaled419.5terawatthoursin2022.Thiswasanincreaseofabout8.4percentincomparisontothepreviousyear.AmongEUmemberstates,Germanyproducedthemostelectricityfromwindpower,generatingnearly125terawatthoursthatsameyear.ReadmoreNote(s):EU;2013to2022Source(s):EurObserv'ERElectricitygenerationfromwindpowerintheEuropeanUnion(EU-27)in2022,bycountry(interawatthours)WindpowerelectricityproductionintheEuropeanUnion(EU-27)2022,bycountryElectricityproductioninterawatthours60

8002040100120140GermanySpain125.2962.71France37.9SwedenNetherlandsItaly33.0721.1520.3519.35PolandDenmarkPortugalBelgiumFinlandIreland19.0113.2611.9411.5611.2210.5Greece15Description:GermanyproducesthemostelectricityfromwindpoweroutofallEuropeanUnionmemberstates.In2022,around125terawatthoursofelectricitywereproducedinthecountry.ThiswasnearlydoubletheamountgeneratedinSpain,whichrankedsecond.Thatyear,totalwindpowerproductionintheEUreached419.5terawatthours.ReadmoreNote(s):EU;2022Source(s):EurObserv'ERCHAPTER

03SolarenergyCumulativesolarphotovoltaiccapacityintheEuropeanUnion*from2017to2022(inmegawatts)SolarPVcumulativecapacityintheEuropeanUnion2017-2022250,000200,000195,413.2162,664.8150,000136,145130,670.4115,148.9106,726.1100,00050,000020172018201920202021202217Description:TheEuropeanUnionhadacumulativesolarphotovoltaiccapacityof194.5gigawattsasof2022,addingover32.8gigawattsthatyear.GermanyistheleadingmemberoftheEU-27intermsofhighestcumulativesolarPVcapacity.

ReadmoreNote(s):Europe;2017to2022;*Figuresfrom2017to2019refertotheEU-28(includingtheUnitedKingdom).Asof2020,figurescorrespondtotheEU-27,inwhichdatafortheUnitedKingdomisnolongerincluded.Thisstatisticwascompiled[...]

ReadmoreSource(s):EurObserv'ERCumulativesolarphotovoltaiccapacityintheEuropeanUnionin2022,bycountry(inmegawatts)SolarPVcumulativecapacityintheEuropeanUnion(EU-27)2022,bycountryCumulativephotovoltaiccapacityinmegawatts30,000

40,000

50,000010,00020,00060,00070,00080,000GermanyItaly67,39925,060NetherlandsSpain18,84917,195France17,168.9Poland12,189.1BelgiumGreeceHungaryAustriaDenmarkPortugalCzechia6,4905,2704,0563,791.73,069.92,5632,53518Description:Germanyhasthegreatestcumulativesolarphotovoltaiccapacityamongall27EuropeanUnionmembers,atroughly67.4gigawatts.Asof2022,Germany,ItalyandFrancewerethethreeleadingmembersintermsofhighestcumulativesolarPVcapacity.Furthermore,the27EUmembersaddedsome32.8gigawattsworthofsolarphotovoltaiccapacityin2022.ReadmoreNote(s):Europe,EU;2022Source(s):EurObserv'ERAnnualnetsolarphotovoltaiccapacityadditionsinstalledintheEuropeanUnion*from2017to2022(inmegawatts)NetcapacityofsolarPVinstalledintheEuropeanUnion2017-202235,00030,00025,00020,00032,818.622,817.615,634.915,00010,0007,606.520185,690.120175,000020192021202219Description:The27EuropeanUnionmembersadded32.8gigawattsworthofsolarphotovoltaiccapacityin2022,upfrom22.8gigawattsin2021.Overall,thiswasasignificantincreasewhencomparedtothepreviousyears.

ReadmoreNote(s):Europe;2017to2022;*Figuresfrom2017to2019refertotheEU-28(includingtheUnitedKingdom).Asof2021,figurescorrespondtotheEU-27,inwhichdatafortheUnitedKingdomisnolongerincluded.Thesourcedidnotprovide[...]

ReadmoreSource(s):EurObserv'ERAnnualnetsolarphotovoltaiccapacityadditionsinstalledintheEuropeanUnion(EU-27)in2022,bycountry(inmegawatts)NetcapacityofsolarPVinstalledintheEuropeanUnion(EU-27)2022,bycountryInstalledandconnectedcapacityinmegawatts01,0002,0003,0004,0005,0006,0007,0008,000GermanyPoland7,3044,773.6NetherlandsSpain3,938.33,480.2ItalyFrance2,4902,385DenmarkHungaryAustria1,365.91,0881,009.1992.6GreecePortugalSwedenBelgium868803.8477.620Description:Germanyadded7,304megawattsworthofsolarphotovoltaiccapacityin2022,morethananyothernationintheEuropeanUnion.Polandfollowed,withanaddedsolarphotovoltaiccapacityof4,774megawatts.Alltogether,theEU-27solarPVcapacityadditionsinstalledinthatyearreached32.8gigawatts.ReadmoreNote(s):EU;2022Source(s):EurObserv'ERAnnualvolumeofelectricityproducedfromsolarphotovoltaicintheEuropeanUnion*from2012to2022(ingigawatthours)SolarphotovoltaicelectricityproductionintheEuropeanUnion2012-2022250,000200,000150,000205,156158,252140,095131,776122,316113,510105,222102,79992,037100,00050,000080,884201367,523201220142015201620172018201920202021202221Description:In2022,theEuropeanUnionhadasolarphotovoltaicelectricitygenerationof205terawatthours.Since2012,solarpowerproductionintheregionhasmorethantripled.Germany,Spain,andItalyarethecountrieswiththelargestelectricityproductionfromsolarphotovoltaicsamongEUmembers.Together,theyaccountedforalmost60percentoftheregion’ssolarPVgeneration.Germanyalonegeneratedmorethan60gigawatthoursofsolarelectricityin2022.

ReadmoreNote(s):EU;2012to2022;*Figuresfrom2017to2019refertotheEU-28(includingtheUnitedKingdom).Asof2020,figurescorrespondtotheEU-27,inwhichdatafortheUnitedKingdomisnolongerincluded.Thisstatisticwascompiledusing[...]

ReadmoreSource(s):EurObserv'ERAnnualvolumeofelectricityproducedfromsolarphotovoltaicintheEuropeanUnion(EU-27)in2022,bycountry(ingigawatthours)SolarphotovoltaicelectricityproductionintheEuropeanUnion(EU-27)2022Electricityproductionvolumeingigawatthours010,00020,00030,00040,00050,00060,00070,000GermanySpain60,78729,61728,100ItalyFrance20,607NetherlandsPoland17,6508,008BelgiumGreece7,0627,047HungaryAustriaPortugalCzechiaDenmark4,6493,7913,4712,6142,18122Description:In2022,GermanywasthecountrywiththegreatestelectricityproductionvolumeamongstallEUmembers,at60,787gigawatthours.ThiswasmorethanthecombinedproductionofItalyandSpain.ReadmoreNote(s):Europe,EU;2022Source(s):EurObserv'ERCHAPTER

04HydropowerLeadingcountriesincumulativeinstalledhydropowercapacityinEuropein2022(inmegawatts)InstalledhydropowercapacityinEurope2022,bycountryInstalledcapacityinmegawatts15,000

20,00005,00010,00025,00030,00035,00040,000NorwayTurkey33,80732,130France25,669Italy22,635Spain20,425SwitzerlandSwedenAustria17,75616,39114,836GermanyPortugal11,4718,25224Description:In2022,NorwayhadthehighestinstalledcapacityofhydropowerinEurope,withmorethan33.8gigawattsinstalled.Turkeyfollowedinclosesecond,withsome32.1gigawattsinstalled.TotalinstalledhydropowercapacityinEuropeneared258gigawattsthatyear.ReadmoreNote(s):Europe;2022Source(s):InternationalHydropowerAssociationCumulativeinstalledpumpedhydropowerstoragecapacityinEuropein2022,bycountry(inmegawatts)InstalledpumpedstoragecapacityinEurope2022,bycountryCapacityinmegawatts4,00001,0002,0003,0005,0006,0007,0008,0009,000ItalyGermanySpain7,8916,4146,164Austria5,596France5,050SwitzerlandPortugal4,4193,754UnitedKingdomPoland2,8331,5911,488Ukraine25Description:ItalyhasthehighestinstalledcapacityofpumpedstorageinEurope.In2022,nearly7.9gigawattswereinstalledacrossthecountry.ItwasfollowedbyGermany,withsome6.4gigawattsofpumpedstoragecapacity.Bycomparison,ItalyrankedfourthamongtheleadingcountriesbasedontotalhydropowercapacityinEurope.ReadmoreNote(s):Europe;2022Source(s):InternationalHydropowerAssociationLeadingcountriesinhydropowergenerationinEuropein2022(interawatt-hours)HydropowergenerationinEurope2022,bycountryElectricitygenerationinterawatt-hours60

8002040100120140NorwaySwedenTurkey1297066France50Austria36SwitzerlandItaly3430Spain19GermanyRomania171426Description:In2022,NorwaywasthelargesthydropowerproducingcountryinEurope,withsome129terawatt-hoursgenerated.NorwayisalsotheleadingEuropeancountryintermsofinstalledhydropowercapacity.Swedenrankedsecondintermsofhydropowergenerationintheregion,with70terawatt-hours.ReadmoreNote(s):Europe;2022Source(s):InternationalHydropowerAssociationHydropowerconsumptioninEuropein2022,bycountry(inexajoules)HydropowerconsumptioninEurope2022,bycountryConsumptioninexajoules0.00.20.40.60.81.01.21.4NorwaySwedenTurkey1.20.70.6France0.4Italy0.30.30.3AustriaSwitzerlandSpain0.20.2GermanyFinland0.127Description:In2022,NorwaywasEurope'slargestconsumerofhydroelectricity,withaconsumptionvolumeof1.2exajoules.SwedenandTurkeyfollowed,with700and600petajoulesworthofhydropowerconsumed,respectively.Bycomparison,Finland'shydroelectricityconsumptionstoodat100petajoulesthatyear.ReadmoreNote(s):2022Source(s):EnergyInstitute;Kearney;KPMGHydropowerconsumptioninEuropefrom2000to2022(inexajoules)HydropowerconsumptioninEurope2000-2022765432102000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202228Description:HydroelectricityconsumptioninEuropeamountedto5.3exajoulesin2022,adeclineofroughly13.7percentincomparisontothepreviousyear.Europe'sconsumptionofhydroelectricitypeakedin2000,atnearly6.6exajoules.

ReadmoreNote(s):Europe;2000to2022Source(s):EnergyInstitute;Kearney;KPMGCHAPTER

05BioenergyandwasteenergyBioenergycapacityinEuropefrom2010to2022(inmegawatts)BioenergycapacityinEurope2010-202245,00041,77441,69441,43141,15539,85040,00035,00030,00025,00020,00015,00010,0005,000037,03935,60034,61733,18731,47330,06628,54425,343201020112012201320142015201620172018201920202021202230Description:In2022,bioenergycapacityinEuropereachedaround41.7gigawatts,anincreasecomparedtothepreviousyear,whereinthevaluewasaround41.4gigawatts.Thehighestrecordedbioenergycapacitywithintheperiodofconsiderationwasin2019withavalueofaround41.8gigawatts.ReadmoreNote(s):Europe;2010to2022Source(s):IRENABioenergycapacityinEuropein2022,bycountry(inmegawatts)BioenergycapacityinEuropebycountry2022Capacityinmegawatts01,0002,0003,0004,0005,0006,0007,0008,0009,00010,00011,000GermanyUnitedKingdomSweden9,8807,2514,474Italy3,416Finland2,719DenmarkFrance2,1512,051Spain1,2781,1711,111AustriaPoland31Description:In2022,GermanyhadthegreatestinstalledcapacityofbioenergyinEurope,ataround9.9gigawatts.Thisfigurerepresentedaround23.7percentofEurope'sbioenergycapacitythatyear.Bycomparison,theUnitedKingdomrankedsecondwithabioenergycapacityof7.3gigawatts.ReadmoreNote(s):Europe;2022Source(s):IRENAInstalledcapacityofmunicipalwasteenergyinEuropefrom2010to2022(inmegawatts)InstalledwasteenergycapacityinEurope2010-20226,0005,0005,1405,1345,1055,0145,0154,8894,7794,5144,1974,1474,0003,0002,0001,00003,4923,4083,372201020112012201320142015201620172018201920202021202232Description:In2022,municipalwasteenergycapacityinEuropeamountedto5,134megawattsandwasthepeakvaluerecordedwithintheperiodofconsideration.Thiswasanincreasewhencomparedtothepreviousyear,whereinthevaluewasaround5,015megawatts.ReadmoreNote(s):Europe;2010to2022Source(s):IRENAInstalledcapacityofmunicipalwasteenergyinEuropefrom2010to2022,bycountry(inmegawatts)InstalledwasteenergycapacityinEuropebycountry2010-2022Capacityinmegawatts60002004008001,0001,200Germany*UnitedKingdom*France*1,068755572Italy*418Netherlands*Sweden*413386Austria*24033Description:In2022,GermanyhadthegreatestinstalledcapacityofmunicipalwasteenergyplantsinEurope.Atthattime,some1