2024年全球能源经济主题(英).pdfVIP

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January2024

KeyThemesforthe

GlobalEnergyEconomyin2024

OIESPaper:SP22OIES

Thecontentsofthispaperaretheauthors’soleresponsibility.Theydonot

necessarilyrepresenttheviewsoftheOxfordInstituteforEnergyStudiesoranyof

itsmembers.

Copyright©2024

OxfordInstituteforEnergyStudies

(RegisteredCharity,No.286084)

Thispublicationmaybereproducedinpartforeducationalornon-profitpurposeswithoutspecial

permissionfromthecopyrightholder,providedacknowledgmentofthesourceismade.Nouseofthis

publicationmaybemadeforresaleorforanyothercommercialpurposewhatsoeverwithoutprior

permissioninwritingfromtheOxfordInstituteforEnergyStudies.

ISBN978-1-78467-227-0

i

Contents

Contentsii

Figuresii

1.Introduction–Energytransitioncomesofage1

2.TimeforActionafterCOP283

3.Energytransition–Whenclimatepolicybecomesprotectionism5

4.Geopoliticswilltestenergymarketresiliencein20247

5.Chinain2024:Overcapacityloomslarge9

6.EuropeanGasMarketFlexibilityWaningin202411

7.LNG-Howmuchmorein2024andwherewillitgo?14

8.GeopoliticsandoildemanduncertaintycomplicatetheOPEC+balancingactin202416

9.Offshorewindpower:growth,challenges,andnavigatingthefuture18

10.2024:Amake-or-breakyearforcarbonmarketsandsolutions20

11.Hydrogen–ChinaleadingEuropeandUSongreenprojects22

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