普华永道& CBI：2500亿英镑投资支撑英国国家能源规划可行性研究报告：能源振兴还是成本承压？（2026）（英文版）（14页）.pdf

1、Energy Impact Report 2026|1 Chapter Name1PwCPowered up or priced out?The 250bn case for a national energy plan2026Contents01 The UKs enduring growth challenge0502 Addressing high industrial electricity prices is critical to economic growth 0703 Rising urgency to cut high electricity costs for future

2、 growth industries0904 The scale of the opportunity1105 The UKs path to energy security and economic growth 1206 Appendix Modelling note132 2PwCForewordVicky ParkerEnergy,Utilities and Resources Industry Leader,PwC UK3PwCSimon OatesStrategy&Economics Leader,PwC UK The rules of the game have changed.

3、The effective closure of the Strait of Hormuz,through which around a fifth of the worlds oil and liquefied natural gas normally flows,triggered one of the most significant energy market disruptions in modern history with more likely to follow.This is the latest and most severe in a series of shocks,

4、from conflict to supply chain disruption,that highlight how quickly economic security can be undermined when essential supplies depend on a small number of routes,producers or sources of energy.In this more volatile and contested landscape,energy security is now a defining factor at the heart of com

5、petitiveness and economic growth.In response,countries are making fundamentally different choices on how they balance cost,security and investment in their energy systems.For the UK,these shocks underscore how essential energy security is,not only for the resilience of our critical infrastructure an

6、d services,but to provide the foundation for future growth in industries that are heavily dependent on electrification.Cost is also a critical factor,yet UK industrial electricity prices have remained stubbornly above those of other G7 economies since 2020 peaking at 63%more in 2024,with UK monthly