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1、WRatedPowerapartofJENVERUS2024TrendsReport:Renewab1.eEnergyandSo1.arResearchReportIndex05Forewordfrom29Trendsacrding51Keysuccess57DeepdiveintoourCEOtoindustryfactorsofaRatedPowerstatsprofessiona1.s1.eadingenergy09Executivep1.ayerCanngprojecttrendssummaryStoragetePV,f1.oatingsdar)i1.Inves1.merrtindg博
2、MianBtSScha1.1.engesDigftaftzaUonandautomation85Conc1.usionGndsaturationNotaWeinnvckxs,Evestmerrtinastrong1.aborandinstaUHymate11ate.andtrendsforce89WrapupPermittingandreguUonDesirednewfenewabteQYefSifk1.ionofregoa1.ada8soperations92ReferencesIncreasedsts1.andavaiabi1.itySkitedpersonne1.1.ackofgemen
3、tincentivesForewordfromourCEOThepastyearhasbeenates!amen!totheresi1.ienceandadaptabi1.ityo1ourdustrya11v1.s1.anever-changinggtoba1.energyCnSkWhesomeimmediatopressureshaveeased,theOngemggeopo1.itica1.unrest.PaQCgWthepcotongedConnietHUkraineandIensonsintheMidd1.eEast.COMrUJeto*npectenergymarketsandeco
4、nomiesWOfIdWDespitethesecha1.1.enges,theBGVQWeenergysectorhasexpenenoedsignificantgtoba1.gwth1.particu1.ar1.yiSotefPVandGecMCvecfies.TheIEAestimatesthatnear1.y90%toftota1.investmentine1.ectricitygenerationv/entRewardsImemissionsPeWerin2023.atrendthathasbeentrackingforsometime,andusisnotoduetothepush
5、for1.oweremissionsbuta1.sothundeniabteeconomiccaseformaturec1.eanenergytechno1.ogies.Themonthejourneytowardsac1.eanerenergyfutureManagingsupp1.ychaindependencies,especia1.1.ykxcr*ca1.minera1.sikeRhkim,coba1.1.nk:ke1.andrareearts.remainsakeycha1.1.enge.Oureffortstodiversifyand20WRxti*M*cR1InnOVaiein(
6、hisareaMi1.1.haveabigSyintheresJienceofc1.eanenergysupp1.ychainsnthefuture.Moth6PponentofthistransitionistheadvancementandiniegrationofbatteryenergystoragesystemsBESS).Iheabktytostoreandstribu1energyweneededw*rtmaketosupp1.ymoreconsistent,mitigating京Xneofthes1.rnonthegridintandemwttheesca1.atingdema
7、ndforrenewab1.einsta1.1.ations.1.ookingaheadIothefuture,waskedenergytns1.ryprfosskxic*stoshamhrthoughtsonanumberoftopes,asamesnsofunderstandingthecurrents1.ateoftesector.Assomerecumngthemesnthesurveyresponsesshow,therearebothc1.earcha1.1.engesthatneedtobeso1.vedandexcitingin11ov丽CSjustarovndtheOXn(X
8、WereexcitedtoseeerethingsgonextVPPo*w&RWcWJbs.E110AndcoFour*.RakaJPcwwExecutiveSummary2023vsayearwfe,emuchprogresswasmadeintherenewab1.eindustry.FromategIs1.ativeperspective,theEuropeanUnionadoptedanewEnergyDirectwe?,raisingthw2030renewab1.econsumptiontargetto42.5%from32%.Aithesametime,overS27Obi1.1
9、.ioni11estmentsweremademmeUSInte18monthssincetheInftatKx1.ReductionAct,WBSintroducedin2022Theso1.arPVmarkethasPartieU1.ar1.yf1.ourished1.argeuti1.ity-sca1.eandsma1.1.dsuibu1.edso1.arPVsystemswereestimatedtomakeupvo-thirdsofthe2023projectedmcrease小g1.oba1.renewab1.eCapaci1.y4.Despite1.isgrowth,thecos
10、tshavef1.uctuatedthroughouttheyear,witPfBoehikesdnvebyvanousfactors,nefudingiatx)randinverters.Somesourcesindicatethatwindpowercou1.denduphavingaICWfir1.COeInsnsoarn2024mcertainregionsfortesamereasons.ThatS血SdarPVcontinuestohavea29%1.owerIeve1.izedcostofenergy(1.COE)thanthocheapestfue1.a1.ternatives
11、reportedbyBkxxnbergNEF1teprojectiono1.tota1.so1.armodu1.ecapacityInS1.aItedin2023aroundtheWOrtdis413GM.Thisrepceseniedamassive58%growthfromtheamountinsta1.1.edr2022,Whehitse1.fwasana1.most42%ncreasefromthepreviousyearThistrajectorytooks阳Iocontinue.Wrthhhtargetsandprojectionsbeingmade.AreportfromAuro
12、raEnergyReSearchrearterinthyeersuggestedthatEuropevsontracktoinsta1.1.asdarPoWercapacityof475GWbetweenrovand2030.Meanwhi1.e,attheCOP28conferenceinDubai.Wodd1.eadersagreedtotrip1.etheg1.oba1.renev/ab1.eenergycapacity52030andhistorica*yagreodtocommittotransition初myfromfo&si1.KJeSomeinterestingtrendswe
13、renotedinRatedPer,spftatfcnthisyear.Tbeckxnrancofbifacia1.mojuQS.thegrowingtrendofstringinverters,andthegeographicvariationinstructurepreferencesa1.high1.ightevokingdesignandengineeringaproaces.Overai.theWOndscommittedto1.ov/enngrtscartjemss.andtherenev/abftesindustrysrighttherea1.ongsideWAboutthesurveyTogaininsightintotherenewab1.esectorsIfajeckxytc2024.WesurveyedenergyindustryProfessionatsfrom30OCXJmOeSspanningsixconbne11ts.TheyWerCaskedIxxj1GdUSIryChaJIenges.trends,innovations,a