Analysis of Global Power Market slide image

Analysis of Global Power Market

Analysis of Global Power Market Power Installed Capacity in Major Regions • Corresponding to the fast-growing power consumption in China and SEA, the cumulative power installed capacity also presented a solid growth, increasing from 1,650.5 GW in 2016 to 1,899.7 GW in 2018, and increasing from 227.3 GW in 2016 to 256.9 GW in 2018 respectively. The cumulative power installed capacity in the UK increased 4.2% in the last 3 year. This growth was mainly driven by the new installed capacity of renewables, especially the wind power, of which proportion in the total power installed capacity increased from around 16% in 2016 to around 20% in 2018. For the rest of the regions, the cumulative power installed capacity kept a stable level and increased slightly in the last 3 years. In order to reduce the greenhouse emission, the EU issued the renewables energy target in 2020 and 2030. Currently, around half of the EU members have already achieved the target. However, there are still part of countries, such as Netherlands, France, and Ireland, far below the their targets. As a result, these countries may consider strengthening their policies of encouraging the development of renewables energy. Cumulative Power Installed Capacity, U.S., UK, other European Countries, China and SEA, 2016-2023E GW 2,750 2,454.4 2,500 2,339.0 CAGR CAGR (16-18) (18-23E) 2,225.5 2,250 2,113.9 2,004.2 1,899.7 2,000 China 7.3% 5.3% 1,784.2 1,650.5 1,750 1,500 U.S. 0.6% 1,177.2 1,186.9 1,191.8 1,200.1 1,207.8 1,214.8 1,222.6 1,230.2 0.6% 1,250 Other 1,000 1,035.2 1,046.9 1,058.9 1,069.8 1,081.3 1,092.7 1,103.9 1,115.3 European 1.2% 1.4% 750 Countries* 500 227.3 240.6 256.9 275.1 295.3 316.6 339.5 364.1 SEA 6.3% 7.2% K 250 <-99.8 106.0 108.4 -110.9▪ 112.7 115.0 117.2 119.4 UK 4.2% 2.0% 0 2016 2017 U.S. 2018 2019E 2020E 2021E 2022E 2023E -UK Other European Countries China W SEA *Other European Countries not including Russia, Ukraine, Moldova, Belarus, Lithuania, Latvia, and Estonia FROST Source: EIA, EGAT, MEIH, EMA, EVN, Frost & Sullivan SULLIVAN 14
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