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国际能源署(IEA):2026年东南亚能源展望报告(中译版)(187页).pdf

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1、Southeast Asia Energy Outlook 2026IEA.CC BY 4.0.The IEA examines the full spectrum of energy issues including oil,gas and coal supply and demand,renewable energy technologies,electricity markets,energy efficiency,access to energy,demand side management and much more.Through its work,the IEA advocate

2、s policies that will enhance the reliability,affordability and sustainability of energy in its 32 Member countries,13 Association countries and beyond.Please note that this publication is subject to specific restrictions that limit its use and distribution.The terms and conditions are available onli

3、ne at www.iea.org/terms.This publication,as well as any data and map included herein,are without prejudice to the status of or sovereignty over any territory,to the delimitation of international frontiers and boundaries and to the name of any territory,city or area.Source:IEA.International Energy Ag

4、ency Website:www.iea.org IEA Member countries:Australia Austria Belgium Canada Czech Republic Denmark Estonia Finland France Germany Greece Hungary Ireland Italy Japan KoreaLatvia LithuaniaLuxembourg Mexico Netherlands New Zealand Norway Poland Portugal INTERNATIONAL ENERGY AGENCY Slovak Republic Sp

5、ain Sweden Switzerland Republic of TrkiyeUnited Kingdom United States The European Commission also participates in the work of the IEAIEA Accession countries:BrazilChileColombiaCosta RicaIsraelRomaniaIEA Association countries:ArgentinaChinaEgyptIndiaIndonesiaKenya Morocco Senegal Singapore South Afr

6、ica Thailand Ukraine Viet NamSoutheast Asia Energy Outlook 2026 PAGE|3 Abstract Abstract The Southeast Asia Energy Outlook 2026 is the seventh edition of this World Energy Outlook Special Report,making Southeast Asia by far the most regularly updated regional outlook compiled by the International En

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1. **能源需求增长**:东南亚占全球能源需求增长的20%(至2035年),2050年能源需求将超日本当前3倍。 2. **化石燃料依赖**:60%原油进口来自中东,45%炼油产品依赖中东原油,2024年能源进口账单超800亿美元,2035年或达2450亿美元。 3. **清洁能源转型**:可再生能源装机2024年120GW,若实现目标2035年将增至5倍;核能潜力满足10%电力需求增长。 4. **电力需求激增**:电力需求增速为整体能源2倍,空调保有量2035年将翻3倍,数据中心成为新增长点。 5. **投资与挑战**:清洁能源投资需从130亿美元增至2050年500亿美元,但融资成本高(约为发达经济体2倍)制约转型。 6. **危机暴露脆弱性**:中东冲突凸显进口依赖风险,需通过区域合作(如东盟电网)和多元化提升韧性。
能源危机影响? 可再生能源潜力? 能源转型挑战?
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