伍德麦肯兹：2025-2026 年能源转型展望报告：超智能时代的能源变革（英文版）（34页）.pdf

1、Energy evolution in the age of superintelligenceExecutive summary October 2025 Energy Transition Outlook2025-26Energy transition expertise at Wood MackenzieAn integrated view of the energy transition combining the full scope of Wood Mackenzies energyand commodities market intelligence backed by dema

2、nd modelling capabilitiesInvestible market intelligenceIntegratedglobal perspectivesIndustry value chain depth:assets,technologies&costsRegional power and renewables marketsOils andrefiningGlobal LNG and gasRegional gas marketsBulks and metals marketsChemicalmarketsSolarGrid edgeEnergy storageElectr

3、ic vehiclesHydrogenCarbon captureOil and gasMetalsandminingWindChemicalsHydrogen&ammonia marketsNuclearGeo-thermalCarbon marketsBioenergy marketsEnergy Transition ResearchScenario AnalysisNew Technologies3Executive summaryWelcome to Wood Mackenzies Energy Transition OutlookThe global push to tackle

4、climate change has slowed.Ten years on from the Paris Agreement no major G7 country appears on track to meet their 2030 emissions reduction targets.Announced goals for emissions reduction by 2035 lack ambition,suggesting too many governments are kicking the can down the road.It is widely acknowledge

5、d that the world will not achieve net-zero emissions by 2050.Our seventh annual Energy Transition Outlook reveals the world is on a 2.6C pathway,above our base case prediction a year ago.Why so little progress?Geopolitical and economic challenges,from the Covid-19 pandemic to war in Ukraine and the

6、Middle East and unpredictable trade tariffs have emerged as barriers.At the same time,rising population,economic growth and societal aspirations,particularly in developing countries,drive energy demand higher,outpacing improvements in energy efficiency.Governments in many developed countries are pri