凯捷：2023年版世界能源市场观察报告（第25版）（英文版）（394页）.pdf

1、IN COLLABORATION WITH:Shaping TomorrowsEnergy Landscape:Balancing Sovereignty,Affordability and Climate ResponsibilityWORLD ENERGY MARKETS OBSERVATORY 2023|25TH EDITIONCONTENT01G L O B A L O U T L O O K05D I G I T A L/D A T A F L O W S02T H E C U S T O M E R06T H E C L I M A T E B O T T O M L I N E0

2、3E N E R G Y F L O W S07E N E R G Y I N T H E R E G I O N S04M O N E Y F L O W SWORLD ENERGY MARKETS OBSERVATORY2W E M O 2 0 2 3HOMECHAPTERS&ARTICLES0 1.G LO B A L OUTLOOK.060 2.T H E C U STOME R.500 3.E N E RG Y FLOW S.900 4.MONEY FLOWS.1700 6.C LIM AT E B OT TO M LIN E.2740 5.D IG ITAL/DATA F LOW

3、S.2461.The energy retail market is dead;long live the energy services market.532.Power to the people!How energy consumersaretakingcontrolandworkingaroundindustryconstraints.583.Transformation for all?What does the futureholdfortheatypicalconsumers?Doeshyper-personalisationmakeevery one atypical?.664

4、.LearningLessonsfromtheUK TelcoTransformation forenergyretail.695.What big bets are utilities in Australia makinginthecustomerdomainandhowwilltheypayoff?.776.Commodity to services How market changesarepointingtoaverydifferent playbookforutilities.843.Renewable tech as scale.1034.Climate changes and

5、energy sovereignty issues are nuclear revival.1135.GigafactoriesIsthebatteryindustryreadyto supporttheenergytransition?.1246.Electric vehicles:The 5 technological forces driving the next 5 years .1347.Electricity connections:Is the impact of electrificationholdingbackdecarbonization?.1448.Globalbenc

6、hmarks-levelizedcostofenergy.1549.Networks at the centre of the energy transition:Will energy networks enable or hinderthetransitiontonetzero?.1611.Ahugeshiftinhowenergyflows.932.Are oil and gas companies truly committed totheenergytransition.961.Worldwide energy price composition development:Interv