KETEP 세계에너지시장정보

Acknowledgements 6

Abbreviations 7

Key definitions 8

Exhibits 11
 • Figures 11
 • Boxes 12
 • Tables 12

Headline trends 13

Introduction 18

Introducing the Market Trend Report Microsite and AI Chatbot 19

Part 1 – State of the Off-Grid Solar Market 20
 Chapter 1 – Off-Grid Solar and the Path to Universal Electrification 21
  • Progress towards Universal Access to Electricity 23
  • The Role of Off-Grid Solar 26
 Chapter 2 – Off-Grid Solar Market Trends 28
  • Global Sales Volumes and Market Turnover 30
  • Affiliate Market Insights 33
   »Affiliate Market Trends for Solar Energy Kits
   »Affiliate Market Trends for Household and Small Business OGS Appliances
   »Market Trends for Social Infrastructure
   »Affiliate PAYG and Portfolio Performance Trends
  • OGS Product Pricing 44
  • OGS Market Landscape and Dynamics 45
 Chapter 3 – Affordability of OGS 49
  • Affordability of Solar Energy Kits 51
  • Affordability of Households and Small Business and Productive Uses OGS Appliances 53
  • Affordability of OGS for Social Infrastructure 54
 Chapter 4 – Investment and Funding Trends 56
  • Investments 58
   » Investment Flows
   » Investment Trends
  • Public Funding 63
   »Access to Finance Needs and Challenges
 Chapter 5 – Enabling Environment 73
  • OGS in the International Agenda 75
  • OGS in Integrated Elctrification and Energy Transition Plans 75

Part 2 – Market Outlook 78
 Chapter 6 – The Case for Off-Grid Solar 79
 Chapter 7 – Funding Needed to Achieve Universal Access for Households, Business, and Social Infrastructure 85
  • The Cost of Accelerating Access for Households, Businesses, and Social Infrastructure 87
  • In-Depth Analysis: Funding Needed to Provide Universal Access to Households 89
 Chapter 8 – Enabling OGS to Meet its Full Potential 92
  • Game changers to improve the commercial viability of OGS companies 96
  • Game changers to support first-time access with PAYG 97
  • Game changers to move beyond consumer PAYG 99
  • Game changers to accelerate productive use of energy and social infrastructure 100

Conclusion – The Path Forward 101

Annexes 104
 • Annex 1 - OGS Use case and product typology 104
 • Annex 2 - OGS Company segmentation (non-exhaustive) 105
 • Annex 3 - Methodology to estimate the funding need for OGS for productive use (agriculture, enterprises) and social infrastructure (schools, healthcare facilities) 106
 • Annex 4 - Methodology to estimate global OGS market sales volumes and market turnover 109
 • Annex 5 - Methodology for estimating total affordability gap 111
 • Annex 6 - Methodology for estimating total funding needed to reach universal household Tier 1 access by 2030 112
 • Annex 7 - Sources 116