KETEP 세계에너지시장정보

Table of contents
Introduction ...................................................................................................... 5
Overview and key findings ............................................................................. 7
Power sector..................................................................................................25
Overview of power investment.....................................................................26
Generation ...................................................................................................31
Final investment decisions (FIDs)................................................................41
Electricity grids and battery storage.............................................................48
Implications ..................................................................................................55
Fuel supply.....................................................................................................58
Overview ......................................................................................................59
Upstream oil and gas ...................................................................................66
Midstream and downstream oil and gas ......................................................73
Oil and gas industry transitions....................................................................79
Low-emission fuels.......................................................................................84
Coal..............................................................................................................97
Critical minerals..........................................................................................101
Implications ................................................................................................105
Energy end use and efficiency...................................................................108
Buildings.....................................................................................................111
Transport....................................................................................................117
Industry ......................................................................................................124
Implications ................................................................................................128
R&D and technology innovation................................................................131
Spending on energy R&D ..........................................................................133
VC funding of early-stage energy technology companies .........................141
Implications................................................................................................150
Sustainable finance.....................................................................................154
Overview....................................................................................................155
Sustainable investing.................................................................................159
Sustainable debt issuances.......................................................................166
Annex...