2024传输任务：欧洲能源转型的电网报告
AI智能总结Grids for Europe's Energy Transition
Executive Summary
Transmission networks risk holding back the turbocharged energy transition. Grid investments across Europe must be stepped up and fully aligned with the new reality of the energy transition. While transmission grids have recently skyrocketed onto the political agenda, they are increasingly facing bottlenecks due to insufficient grid capacity, leading to connection delays, curtailment, and increased costs for consumers.
Key Findings
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Grid Plans Based on Outdated Targets
- 11 out of 26 grid plans are based on lower wind and solar deployment than national targets.
- Solar capacity is underestimated by 60 GW across 11 countries, and wind by 27 GW.
- Under-ambitious scenarios in grid plans risk that transmission networks will not be adequately prepared to support the expected wind and solar buildout.
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Risk of Grid Lock by 2030
- 205 GW of solar could hit grid lock by 2030.
- 23 out of 26 grid plans undershoot the deployment of solar expected under Solar Power Europe’s business-as-usual scenario by a total of 205 GW by 2030.
- Wind is underestimated in 10 out of 31 plans, by a total of 17 GW.
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Insufficient Grid Investments
- Spending on grids today in EU Member States reaches approximately €63 billion.
- Annual grid investment is estimated at €28 billion for transmission grids and €35 billion for distribution grids in 2022.
- REPowerEU underestimates annual grid investment by at least €5 billion.
Current High-Level Discourse and Political Attention
- The current high-level discourse and political attention on grids present a crucial opportunity to tackle the obstacles hindering adequate grid development.
- Decisions made today will shape Europe’s future power grid for decades to come.
Insights from Grid Plans
- Grid development plans by European TSOs provide the clearest window into the current status and outlook of countries' internal transmission networks.
- Energysupply and demand scenarios lie at the core of the grid plans, with the need to expand or upgrade infrastructure highly dependent on which forecasts are explored.
- Benchmarking these scenarios against the latest national energy targets and recent market outlooks for wind and solar provides a high-level indication of the preparedness of national transmission grids to accommodate the envisioned changes in the energy system necessary to achieve policy goals and facilitate the integration of accelerating renewable deployment.
Recommendations
- Grid planning must become more nimble and anticipatory, instead of being tied to outdated assumptions and targets.
- Bold action on grids will be needed across Europe in the coming years to unlock the benefits of transitioning rapidly away from fossil fuels.
- Active cooperation between TSOs and DSOs is crucial to integrate new technologies efficiently across voltage levels.
Note: This summary focuses on key data and insights from the report, highlighting the challenges and recommendations for improving grid readiness in Europe's energy transition.
