电力系统转型：在高可再生能源系统中提供有竞争力、有弹性的电力

Delivering Competitive, ResilientElectricity in High-Renewable Systems July 2025 | Version 1.0 The Energy Transitions Commission (ETC) is a global coalition of leadersfrom across the energy landscape committed to achieving net-zeroemissions by mid-century, in line with the Paris climate objective oflimiting global warming to well below 2°C and ideally to 1.5°C. Our Commissioners come from a range of organisations– energy producers, energy-intensive industries,technology providers, finance players and environmentalNGOs – which operate across developed and developingcountries and play different roles in the energytransition. This diversity of viewpoints informs our work:our analyses are developed with a systems perspectivethrough extensive exchanges with experts andpractitioners. The ETC is chaired by Lord Adair Turnerwho works with the ETC team, led by Ita Kettleborough(Director), and Mike Hemsley (Deputy Director). This report is accompanied with a supplementaryInsights briefing,Connecting the World: Long-DistanceTransmission as a Key Enabler of a Zero-CarbonEconomy,which focuses on the potential for long-distance transmission in high variable renewable powersystems and identifies leading global opportunities. The ETC Commissioners not only agree on theimportance of reaching net-zero carbon emissionsfrom the energy and industrial systems by mid-centurybut also share a broad vision of how the transition canbe achieved. The fact that this agreement is possiblebetween leaders from companies and organisations withdifferent perspectives on and interests in the energysystem should give decision-makers across the worldconfidence that it is possible simultaneously to growthe global economy and to limit global warming to wellbelow 2°C. Many of the key actions to achieve thesegoals are clear and can be pursued without delay. The ETC’sPower Systems Transformation:Delivering Competitive, Resilient Electricity in High-Renewable Systemsreport briefing was developedin consultation with ETC Members, but it should notbe taken as members agreeing with every finding orrecommendation. The ETC team would like to thank theETC members, member experts and the ETC’s broadernetwork of external experts for their active participationin the development of this report. This report should be cited as: ETC (2025),Power Systems Transformation: Delivering Competitive, ResilientElectricity in High-Renewable Systems. Learn more at: www.energy-transitions.orgwww.linkedin.com/company/energy-transitions-commissionwww.twitter.com/ETC_energywww.youtube.com/@ETC_energy The Energy Transitions Commission is powered by SYSTEMIQ Ltd. Copyright © 2025 SYSTEMIQ Ltd. All rights reserved.Front cover and Report design: Burnthebook. ETC Commissioners Ms. Naoko Ishii,Director, Center for Global Commons andProfessor, Institute for Future Initiatives –Center for Global Commons Mr. Ian Simm,Founder and Chief Executive Officer –Impax Asset Management Mr. Marco Alvera,Co-founder and Chief Executive Officer –TES Mr. Sumant Sinha,Chairman, Founder and Chief ExecutiveOfficer – ReNew Mr. Bradley Andrews,Chief Executive Officer – SLR Consulting Dr. Mallika Ishwaran,Chief Economist – Shell plc Mr. Benoit Bazin,Chairman and Chief Executive Officer –Saint Gobain Ms. Anna Skarbek,Director, Climate Works Australia – ClimateWorks Centre Mr. Greg Jackson,Founder and Chief Executive Officer –Octopus Energy Ms. Sonia Brown,Group Head of Strategy, Innovation, andMarket Analytics – National Grid Mr. Timothy Jarratt,Group Executive, Market Development andStrategy – Ausgrid Ms. Marijn Steegstra,Head of Client Coverage NL & EnergyTransition, Europe and Africa – Rabobank Mr. Harry Boyd-CarpenterManaging Director, SustainableInfrastructure Group – EBRD Mr. Zou Ji,Chief Executive Officer and President ofEnergy Foundation China – EF China Lord Nicholas Stern,IG Patel Professor of Economics andGovernment – Grantham Institute – LSE Mr. Ahmad Butt,Executive Chairman – Deep ScienceVentures Ms. Marina Taib,Senior Vice President, Corporate Strategy– Petronas Mr. Lars Johansson,COO – Volvo Mr. Shaun Kingsbury,Chief Investment Officer – Just Climate Dr. Zhao Changwen,Chair Professor of Lingnan College, andHead of National Academy of Development,Sun Yat-sen University – Center forInternational Knowledge on Development(CIKD) Mr. Greg De Temmerman,Deputy CEO and Chief Science Officer –Quadrature Climate Foundation Mr. Zheng Li,Executive Vice President – Instituteof Climate Change and SustainableDevelopment, Tsinghua University Mr. Chacko Thomas,Group Chief Sustainability Officer – TataSons (Sustainability Group) Ms. Jamie Choi,Chief Executive Officer – Tara ClimateFoundation Mr. Bruce Lourie,President of the Ivey Foundation – TheTransition Accelerator Mr. Simon Thompson,Senior Advisor, Rothschild & Co –Rothschild Mr. John Creyts,Chief Executive Officer – Rocky MountainInstitute Mr. Johan Lundén,Senior Vice President, Project and ProductStrategy Office – Volvo