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"Clean Energy's Pivotal Moment: Surging Demand, Supply Gaps, and Industry Responses"
- 2025/01/08
- 再生時間： 4 分
- ポッドキャスト
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サマリー
あらすじ・解説
The clean energy industry is at a pivotal moment, marked by rapid growth, significant challenges, and evolving market dynamics. Recent analyses and forecasts highlight several key trends and developments that are shaping the sector.
Firstly, the demand for clean energy is outpacing supply, leading to a race to fill this growing gap. According to Deloitte's 2025 Renewable Energy Industry Outlook, the momentum for clean energy is expected to continue, driven by low costs, modularity, and technological advancements[3]. Utility-scale solar and wind capacity additions have been the largest across all primary generation sources, accounting for nearly 90% of all new builds and expansions in the first nine months of 2024[3].
However, despite this growth, the supply of clean energy is not yet sufficient to displace existing fossil fuel demand and reverse growth in energy-related carbon emissions. S&P Global Commodity Insights projects that primary energy demand will increase by more than eight million barrels of oil equivalent per day (boe/d) in 2025, with clean energy supply growing at a record pace but still not fast enough to curtail fossil fuel demand[1].
China is expected to dominate renewable installations, with AFRY predicting that Chinese renewable installations will remain well above 250GW in 2025, reaching the renewable target of 1,200GW five years ahead of schedule[5]. The International Energy Agency (IEA) forecasts that by 2025, more than a third of the world's electricity will come from renewables, with Asia accounting for half of the world's electricity consumption and one-third of global electricity being consumed in China[5].
Regulatory changes and policy support are also playing a crucial role in shaping the clean energy landscape. The Inflation Reduction Act (IRA) in the US has accelerated innovation in renewable technologies, and state and local policy drivers are expected to become more significant under a new administration[3]. The European Union has implemented a 2% sustainable aviation fuel mandate from 2025 onwards, stimulating demand for low-carbon fuels[2].
In response to current challenges, industry leaders are diversifying into renewable energy, investing in new technologies, and forming cross-sector partnerships. For example, SLB is developing an integrated direct lithium-extraction solution, and Baker Hughes is targeting approximately $6 billion to $7 billion in new orders by 2030 through its investments in clean hydrogen production[2].
Consumer behavior is also shifting, with data center owners leading the corporate shift toward renewable energy. Deloitte estimates that data centers will drive approximately 44 GW of additional demand by 2030, with tech companies committing to sourcing all of their power from clean energy[3].
In conclusion, the clean energy industry is at a critical juncture, with rapid growth, significant challenges, and evolving market dynamics. Industry leaders are responding to these challenges through innovation, diversification, and partnerships, while regulatory changes and policy support are driving the transition to a cleaner energy future.
Firstly, the demand for clean energy is outpacing supply, leading to a race to fill this growing gap. According to Deloitte's 2025 Renewable Energy Industry Outlook, the momentum for clean energy is expected to continue, driven by low costs, modularity, and technological advancements[3]. Utility-scale solar and wind capacity additions have been the largest across all primary generation sources, accounting for nearly 90% of all new builds and expansions in the first nine months of 2024[3].
However, despite this growth, the supply of clean energy is not yet sufficient to displace existing fossil fuel demand and reverse growth in energy-related carbon emissions. S&P Global Commodity Insights projects that primary energy demand will increase by more than eight million barrels of oil equivalent per day (boe/d) in 2025, with clean energy supply growing at a record pace but still not fast enough to curtail fossil fuel demand[1].
China is expected to dominate renewable installations, with AFRY predicting that Chinese renewable installations will remain well above 250GW in 2025, reaching the renewable target of 1,200GW five years ahead of schedule[5]. The International Energy Agency (IEA) forecasts that by 2025, more than a third of the world's electricity will come from renewables, with Asia accounting for half of the world's electricity consumption and one-third of global electricity being consumed in China[5].
Regulatory changes and policy support are also playing a crucial role in shaping the clean energy landscape. The Inflation Reduction Act (IRA) in the US has accelerated innovation in renewable technologies, and state and local policy drivers are expected to become more significant under a new administration[3]. The European Union has implemented a 2% sustainable aviation fuel mandate from 2025 onwards, stimulating demand for low-carbon fuels[2].
In response to current challenges, industry leaders are diversifying into renewable energy, investing in new technologies, and forming cross-sector partnerships. For example, SLB is developing an integrated direct lithium-extraction solution, and Baker Hughes is targeting approximately $6 billion to $7 billion in new orders by 2030 through its investments in clean hydrogen production[2].
Consumer behavior is also shifting, with data center owners leading the corporate shift toward renewable energy. Deloitte estimates that data centers will drive approximately 44 GW of additional demand by 2030, with tech companies committing to sourcing all of their power from clean energy[3].
In conclusion, the clean energy industry is at a critical juncture, with rapid growth, significant challenges, and evolving market dynamics. Industry leaders are responding to these challenges through innovation, diversification, and partnerships, while regulatory changes and policy support are driving the transition to a cleaner energy future.