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全球南方研究中心:2026推动全球南方能源绿色低碳发展研究报告(英文版)(29页).pdf

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1、Driving the Transition to Green and Low-Carbon Energy in the Global SouthWang JinzhaoGlobal South Research CenterZhou TaidongGlobal South Research CenterLi CangshuGlobal South Research CenterZhu MengshuGlobal South Research CenterZhou YuanbingDeputy Secretary-General of Global Energy Interconnection

2、 Development and Cooperation OrganizationXiao JinyuPresident of Global Energy Interconnection Economic&Technology Research InstituteShi XiehongSenior Research Fellow of Global Energy Interconnection Economic&Technology Research InstituteArkebe OqubayFormer Special Adviser to the Prime Minister of Et

3、hiopiaBoscow OkumuDeputy Director of Public Debt Management Office,The National Treasury of KenyaZulfikar YurnaidiHead of Energy Modelling and Policy Planning Department,ASEAN Centre for EnergyKhalid WaleedHead of Energy and Climate at Sustainable Development Policy Institute(SDPI),PakistanAuthorsPl

4、ease cite the report as follows:Wang,J.,Zhou,T.,Li,C.,Zhu,M.,Zhou,Y.,Xiao,J.,Shi,X.,Oqubay,A.,Okumu,B.,Yurnaidi,Z.and Waleed,K.(2025).Driving the Transition to Green and Low-Carbon Energy in the Global South.Beijing.The views expressed in the report are the authors own and do not necessarily reflect

5、 the position of GSRC.SummaryEnergy is a critical foundation for the industrialization and modernization of Global South countries.Energy demand in these countries is substantial,and fossil fuels continue to play an important role in their modernization processes.In recent years,however,new energy t

6、echnologies,primarily wind and solar PV,have advanced rapidly,with costs dropping by over 80%and economic viability improving markedly.Given their abundant clean energy resources,Global South countries are well-positioned to develop clean energy,which can enhance energy security while significantly

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1. **能源需求与转型机遇**:全球南方国家能源需求巨大,2024年无电人口达6.85亿(撒哈拉以南非洲占5700万),但清洁能源成本大幅下降(光伏LCOE十年降90%,风电降70%),推动能源“不可能三角”向“可行三联体”转变。 2. **差异化发展路径**: - 低收入及小岛国:优先解决能源接入,发展分布式光伏、风电及生物质能,结合农业、旅游业等特色产业。 - 工业化国家:以新能源为主,传统能源为备用,建设清洁能源集群,支撑工业升级。 - 高收入资源国:优化能源结构,发展绿氢、储能等前沿技术,推动零碳产业。 3. **政策与国际支持**:需改革能源补贴与市场机制,建立绿色金融体系;国际社会应降低绿色贸易壁垒,加强技术转移与投资,支持清洁能源产业本地化。
**能源转型机遇?** **清洁能源潜力?** **政策如何支持?**
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