Grid investment emerges as a hurdle to the global energy transition — Eter News

Enriched Analysis 深度解析

Grid investment emerges as a hurdle to the global energy transition电网投资成为全球能源转型的关键障碍

Insufficient electricity-grid capacity is delaying renewable projects and limiting clean-power expansion, according to Ole Kjems Sorensen of Copenhagen Infrastructure Partners. He said more than $20 trillion could be needed for grid investment over the next 20 to 25 years, requiring new financing structures, predictable government policies and stronger cross-border interconnections.Copenhagen Infrastructure Partners的Ole Kjems Sorensen表示，电网容量不足正在拖延可再生能源项目，并限制清洁电力扩张。他说，未来20至25年电网投资需求可能超过20万亿美元，这需要新的融资结构、可预期的政府政策以及更强的跨境互联。

Anadolu Agency 7 Oct 2026 2026年10月7日

2020

Potential grid investment潜在电网投资

01The Story新闻事实

Insufficient electricity-grid capacity is delaying renewable projects and limiting clean-power expansion, according to Ole Kjems Sorensen of Copenhagen Infrastructure Partners. He said more than $20 trillion could be needed for grid investment over the next 20 to 25 years, requiring new financing structures, predictable government policies and stronger cross-border interconnections.Copenhagen Infrastructure Partners的Ole Kjems Sorensen表示，电网容量不足正在拖延可再生能源项目，并限制清洁电力扩张。他说，未来20至25年电网投资需求可能超过20万亿美元，这需要新的融资结构、可预期的政府政策以及更强的跨境互联。

  • More than $20 trillion could potentially be needed for grid investment over the next 20 to 25 years.未来20至25年，电网投资需求可能超过20万亿美元。
  • Grid constraints are already holding back viable renewable-energy projects.电网限制已经在阻碍具备可行性的可再生能源项目。
  • Governments and transmission system operators lack sufficient financial capacity to fund the required grid expansion, according to Sorensen.Sorensen表示，政府和输电系统运营商没有足够的财力承担所需的电网扩建投资。
  • Contracts for difference can provide long-term price certainty and help make renewable projects bankable.差价合约可以提供长期价格确定性，帮助可再生能源项目获得融资。
  • Denmark's connection with Norway allows Norwegian hydropower to support a higher share of intermittent renewable generation.丹麦与挪威的电力连接使挪威水电能够支持更高比例的间歇性可再生能源发电。

The transition depends not only on building renewable generation but also on financing and expanding the grids that connect and balance it.能源转型不仅取决于建设可再生能源发电能力，也取决于为连接和调节这些电源而融资并扩建电网。

023 Dimensions维度分析

Stakeholder impact利益相关方

The scale of the grid financing gap电网融资缺口的规模

The potential investment requirement is measured in tens of trillions of dollars over multiple decades. Sorensen said public authorities and transmission operators cannot fund the required expansion alone.潜在投资需求以数十万亿美元计，时间跨度达数十年。Sorensen表示，公共部门和输电运营商无法单独承担所需的扩建投资。

Potential grid investment潜在电网投资

20 trillion dollars20万亿美元

next 20 to 25 years未来20至25年

  • New financing structures are needed to bring private capital into publicly owned transmission companies.需要新的融资结构，将私人资本引入公有输电公司。
Cause因果关系

Policy visibility affects private investment政策可见度影响私人投资

Governments can support the transition by expanding grids, streamlining permitting and creating stable policy and regulatory conditions. Investors need visibility over the next 10 to 20 years before committing capital to major infrastructure projects.政府可以通过扩建电网、简化许可程序以及建立稳定的政策和监管环境来支持能源转型。投资者需要看到未来10至20年的政策前景，才会为大型基础设施项目投入资金。

  • Sorensen said governments should focus on delivering existing commitments rather than setting new targets ahead of COP31.Sorensen表示，在COP31之前，政府应重点落实现有承诺，而不是设定新的目标。
  • Contracts for difference can provide long-term price certainty without government support necessarily taking the form of subsidies.差价合约可以提供长期价格确定性，而政府支持不一定必须采取补贴形式。
Comparison对比

Interconnections help manage variable renewables跨境互联有助于调节波动性可再生能源

Denmark's experience shows how cross-border electricity links can improve system resilience and help balance intermittent generation. Its connection with Norway enables Norwegian hydropower to function as a form of storage.丹麦的经验显示，跨境电力连接可以增强电力系统韧性，并帮助平衡间歇性发电。丹麦与挪威的连接使挪威水电能够发挥一种储能作用。

  • Sorensen identified connectivity across countries as a key part of the solution.Sorensen认为，加强国家之间的互联是解决方案的重要组成部分。
  • He said renewable investment is particularly impactful in emerging economies with rising power demand and reliance on coal and imported fossil fuels.他说，在电力需求增长且依赖煤炭和进口化石燃料的新兴经济体中，可再生能源投资的影响尤其重要。

03Timeline时间线

  1. 2026-10-07 Anadolu Agency published the report on grid investment and the global energy transition.Anadolu Agency发布有关电网投资与全球能源转型的报道。

Key takeaway核心结论

Renewable-energy targets will be difficult to deliver without major grid investment, private-capital participation and predictable policy frameworks.如果没有大规模电网投资、私人资本参与和可预期的政策框架，可再生能源目标将难以落实。

04What to Watch后续关注

  1. Whether governments and transmission system operators develop financing structures that attract private capital.政府和输电系统运营商是否会建立能够吸引私人资本的融资结构。
  2. Whether governments expand grids, streamline permitting and provide the 10- to 20-year visibility investors seek.政府是否会扩建电网、简化许可程序，并提供投资者所需要的10至20年政策可见度。
  3. Whether COP31 discussions emphasize delivering existing commitments rather than setting additional targets.COP31讨论是否会把重点放在落实现有承诺，而不是设定更多目标。
  4. Whether stronger cross-border interconnections are pursued to support variable renewable generation.各国是否会推进更强的跨境电力互联，以支持波动性可再生能源发电。

05Uncertainties不确定因素

  • The more-than-$20-trillion figure is presented as a potential requirement and is not accompanied by a detailed funding breakdown.超过20万亿美元的数字被表述为潜在需求，报道没有提供详细的资金分项。
  • The source does not specify which countries or transmission projects would receive private financing first.报道没有说明哪些国家或输电项目将首先获得私人融资。

06Sources信息来源

  1. Grid investment emerges as critical hurdle to global energy transitionGrid investment emerges as critical hurdle to global energy transition Anadolu Agency · 2026-10-07

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