构建未来输电网:应对供应链挑战的策略(英文版)VIP专享

BuildingtheFutureTransmissionGridStrategiestonavigatesupplychainchallengesTheIEAexaminesthefullspectrumofenergyissuesincludingoil,gasandcoalsupplyanddemand,renewableenergytechnologies,electricitymarkets,energyefficiency,accesstoenergy,demandsidemanagementandmuchmore.Throughitswork,theIEAadvocatespoliciesthatwillenhancethereliability,affordabilityandsustainabilityofenergyinits32Membercountries,13Associationcountriesandbeyond.Thispublicationandanymapincludedhereinarewithoutprejudicetothestatusoforsovereigntyoveranyterritory,tothedelimitationofinternationalfrontiersandboundariesandtothenameofanyterritory,cityorarea.Source:IEA.InternationalEnergyAgencyWebsite:www.iea.orgIEAMembercountries:AustraliaAustriaBelgiumCanadaCzechRepublicDenmarkEstoniaFinlandFranceGermanyGreeceHungaryIrelandItalyJapanKoreaLatviaLithuaniaLuxembourgMexicoNetherlandsNewZealandNorwayPolandPortugalSlovakRepublicSpainSwedenSwitzerlandRepublicofTürkiyeUnitedKingdomUnitedStatesTheEuropeanCommissionalsoparticipatesintheworkoftheIEAIEAAssociationcountries:ArgentinaBrazilChinaEgyptIndiaIndonesiaKenyaMoroccoSenegalSingaporeSouthAfricaThailandUkraineINTERNATIONALENERGYAGENCYBuildingtheFutureTransmissionGridAbstractStrategiestonavigatesupplychainchallengesPAGE|3IEA.CCBY4.0.AbstractTheurgencytoexpandandmodernisetheelectricitytransmissionnetworkinfrastructurearoundtheworldisputtingpressureonsupplychains.Thisreportexplorestheevolvinglandscapeofinvestmentinelectricitytransmissionnetworksandkeytrendsrelatedtothesupplychainofkeycomponents.Basedonasurveyofindustrystakeholdersin2024bytheInternationalEnergyAgency(IEA),itprovidesinsightsintohowincreasinginfrastructureneedsareaffectingpricesofcomponents,leadtimesandrelatedmarketdynamics.BuildingontheanalysisElectricityGridsandSecureEnergyTransitions,thisreportidentifiesactionablestrategiestoaddresschallengesrelatedtothesupplychainforgridinfrastructure,withafocusontransmissionlineswithvoltagesthatexceed66kilovolts.Ithighlightsgrowingconstraintsinthesupplychain,theneedforlong-termprocurementmechanisms,andtheimportanceofcoordinatedplanningtoensuretimelyinfrastructuredevelopment.Thefindingsserveasaguideforpolicymakers,regulatorsandindustryleaderstonavigatethecomplexlandscapeoftransmissionexpansionandmodernisationinthecleanenergytransition.ThisdocumentwasdevelopedundertheRegulatoryEnergyTransitionAccelerator(RETA)initiative,whichaimstoenhancethecapacityofregulatorstoincreasethespeedofcleanenergytransitions.BuildingtheFutureTransmissionGridAcknowledgementsStrategiestonavigatesupplychainchallengesPAGE|4IEA.CCBY4.0.Acknowledgements,contributorsandcreditsThestudywaspreparedbytheEnergyInvestmentUnit(EIU)intheDirectorateoftheOfficeoftheChiefEnergyEconomist(OCEE)incooperationwithotherdirectoratesandofficesoftheInternationalEnergyAgency(IEA).TheprincipalauthorofthisreportisAlanaRawlinsBilbao,EnergyInvestmentAnalyst,whodesignedanddirectedthereporttogetherwithTimGould,ChiefEnergyEconomist.OthervaluablecontributionsweremadebyEsraBozkirBroekman,MichaelDrtil,MusaErdogan,EricFabozzi,ZoeHemez,PabloHevia-Koch,RenaKuwahata,PeterLevi,UweRemme,CeciliaTamandFlorisVanDedem.EleniTsoukalaprovidedessentialsupport.DebraJustusprovidedcopy-editingforthereport.ThanksgoestotheIEA’sCommunicationsandDigitalOfficefortheirhelpinproducingthereportandwebsitematerials,particularlytoJethroMullen,PoeliBojorquez,A...

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