KETEP 세계에너지시장정보

Overview ........................................................................................................... 5 

Supply ............................................................................................................. 22 
 Overview ...................................................................................................... 23 
 Oil, natural gas and coal .............................................................................. 27 
 Critical minerals ............................................................................................ 43 
 Low-emissions fuels ..................................................................................... 50 
 Implications .................................................................................................. 61 

Power .............................................................................................................. 65 
 Overview ...................................................................................................... 66 
 Generation ................................................................................................... 71 
 Battery storage ............................................................................................. 88 
 Grids ............................................................................................................. 94 
 Implications ................................................................................................ 100 

Demand and electrification ......................................................................... 103 
 Overview .................................................................................................... 104 
 Buildings ..................................................................................................... 108 
 Transport .................................................................................................... 117 
 Industry ...................................................................................................... 125 
 Implications ................................................................................................ 130 

R&D and clean technology manufacturing ............................................... 134 
 Overview .................................................................................................... 135 
 Public energy R&D spending ..................................................................... 138 
 Private R&D spending by corporate and venture capital investors ........... 144 
 Manufacturing and supply chain investments ........................................... 157 
 Implications ................................................................................................ 162 

Finance ......................................................................................................... 164 
 Overview .................................................................................................... 165 
 Public finance ............................................................................................ 176 
 Private finance ........................................................................................... 181 
 Implications ................................................................................................ 195 

Regional insights ........................................................................................ 200 

Methodology ................................................................................................ 244 

Annexes ....................................................................................................... 253