CWP rebecca pres国际风电市场发展动态和投资机会.pdfVIP

OffshoreWindStocktake

RebeccaWilliams,DeputyCEO,GWEC

Whatarethekeytrendsdrivingtheoverall

energysystem?

Wearemovingfastintothe“AgeofElectricity”,thenextindustrial

revolution

Source:IEAWorldEnergyOutlook24

Wearepoisedtoelectrifytherestofthesystem

Andrenewableenergywillbeattheforefrontofthismodernisation

Source:IEAWorldEnergyOutlook25

WindandSolarPVhittheirstrideandbecomethelargestsourcesofelectricitybefore2035in

Energyindependenceandsecurityhaverisentothetopofthe

agenda,andthereiscontinuinggeopoliticaluncertainty

Source:BlackrockGeopoliticsGlobalIndicator

2025Stocktake–whereisoffshorewindnow?

Whilechallengesremain,offshorewindisenteringanewera

1.MoreGWofoffshorewindareunderconstructiontodaythanever

2.MoreGWwereawardedinauctionsin2024thanever

3.MoreoffshorewindinvestmentwascommittedinH12025thaninallof2024

4.Policymomentumisgaininginmanycountriesandmanynewmarketswillinstall

their

firstturbinesbeforetheendofthedecade

Whyisthishappening?

1.Governmentsandindustrynowhaveamuchbetterunderstandingofwhatisneededto

achievesuccessintheindustry–theindustryisreachingalevelofmaturity

2.Riskshavebeenre-evaluatedandauctionsredesignedtobetterallocaterisktothose

whocanbestmanageit

3.Theindustryhaslearntvaluablelessons

8GWofnewcapacityaddedin2024–bringingthetotalto83.2

GW•Chinaadded4GW

Attheendof2024,globaloffshore•Europecommissioned2.7GW

windcapacityreached83.2GW,

with8GWofadditions.