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荣鼎咨询(Rhodium Group):2025年气候展望报告:全球排放与能源基准概率预测(英文版)(23页).pdf

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1、RHODIUM GROUP|ENERGY&CLIMATE RHODIUM CLIMATE OUTLOOK 2025 1 Rhodium Climate Outlook 2025:Probabilistic Global Emissions and Energy Baseline Projections November 3,2025 Authors:Mahmoud Mobir Shweta Movalia Hannah Pitt Alfredo Rivera Emma Rutkowski Kate Larsen Energy&Climate RHODIUM GROUP|ENERGY&CLIMA

2、TE RHODIUM CLIMATE OUTLOOK 2025 2 What Is the World on Track for?Today,a decade into implementation of the Paris Agreement,there has already been meaningful decarbonization progress.Renewable electricity and electric vehicle technologies are being deployed at scale around the world,and newer technol

3、ogies to address some of the hard-to-abate sectors of the economy are ready for commercialization.The global policy environment for clean energy has generally improved,and capital markets have matured to help scale clean technology investment.Progress to date has flattened global greenhouse gas(GHG)

4、emissions but has yet to deliver an absolute decline in emissions.Understanding what the world and nations are on track for today is a critical starting point for charting a path to where we need to go from here to avoid the worst impacts of climate change.To date,the global community has largely re

5、lied on models to project global GHG emissions pathways in order to assess the necessary ambition of global and national emissions pledges and illustrate how the economy would need to adjust to achieve those targets.Now,a much wider array of actors are trying to understand how the economy will trans

6、form as the global energy transition continues to unfold and how they can accelerate that progress even further.Many motivated investors,companies,and policymakers are finding it increasingly challenging,however,to find the signal of where new action and investment can most effectively accelerate th

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1. **全球温度上升**:当前趋势下,2100年全球温度上升幅度很可能达2.0-3.9°C(67%概率为2.3-3.4°C),平均2.8°C,远超《巴黎协定》2°C目标。 2. **温室气体排放**:2050年全球GHG排放可能在37-56亿吨CO₂e(较当前增13%或降27%),2100年升至32-70亿吨。 3. **区域排放转移**:中国排放预计2030年前达峰并长期下降,未来增长主要来自非洲、中东、印度等非OECD国家。 4. **部门进展**:电力部门排放因风光技术普及将大幅下降(2050年降35-73%),工业和农业减排进展缓慢,交通领域电动车普及将抑制道路排放增长。 5. **化石燃料前景**:59%概率全球化石燃料消费本十年达峰,煤炭消费90%概率下降,油气需求不确定性高。
**气候升温几度?** **化石燃料何时退?** **工业减排难在哪?**
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