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2022-06-09 08:55来源:中国能源报作者:仲蕊 国际能源署日前发布最新报告称,尽管原材料价格上涨、供应链面临挑战,2021年全球可再生能源新增装机量仍达到创纪录的2.95亿千瓦,预计今年可再生能源新增装机容量将进一步增长至3.2亿千瓦。 根据该报告,自2021年初以来,可再生能源领域的相关原材料价格和运费成本一直呈上涨趋势。截至今年3月,多晶硅的价格增长了4倍多,铜、铝等原材料的价格涨幅均超过50%,运输成本也增长了近5倍,这导致过去10年来光伏发电、风电成本持续下降的势头首次出现逆转。报告预计,2022年,新建的公用事业规模光伏和陆上风电的整体投资成本将增加15%至25%。 不过,尽管成本上涨,但今年可再生能源整体仍将延续增长趋势。报告称,受中国、欧盟和拉丁美洲的推动,今年可再生能源装机的增长速度将快于预期。其中,全球光伏装机量预计将在2023年达到2亿千瓦。 与此同时,报告强调,2021年第四季度以来,全球化石燃料和电力价格上涨速度更快,因此可再生能源成本的增加并没有削弱它们的竞争力。