2024年11月8日，全球太阳能理事会（GSC）宣布并庆祝全球太阳能光伏（PV）装机容量突破2太瓦（TW），这一里程碑标志着全球太阳能产业的飞速发展。
近年来，太阳能的部署速度显著加快，成本大幅降低，已使太阳能成为全球许多国家最具成本效益的能源形式。如今，太阳能为全球数百万家庭和企业提供电力，成为可持续能源转型的核心力量。
太阳能装机总容量突破2太瓦
全球太阳能光伏产业在68年的时间里达到了1太瓦装机容量（1954年-2022年）。然而，仅用两年时间，太阳能产业便达成了下一个1太瓦的目标，标志着行业加速发展的新阶段。根据全球太阳能理事会和SolarPower Europe的估算，2太瓦的装机里程碑已在近日实现。
这一成就可以通过以下数据来衡量：2太瓦的太阳能容量相当于印度、美国和英国三国的总装机电力容量，能够为全球约10亿个家庭提供电力，基于全球家庭年均能源消耗3,500千瓦时的标准。
伟大成就背后仍有挑战
全球太阳能理事会首席执行官Sonia Dunlop对此次里程碑表示：“全球范围内太阳能的空前推广，以及我们现在达成的2太瓦目标——相当于约70亿块太阳能板的安装，是数十年努力的成果。前瞻性的政策、工业创新、700万名勤奋工作的太阳能安装工人以及太阳能技术的灵活性和可扩展性促成了这一成就。”
然而，Sonia Dunlop强调，尽管这是一个值得庆祝的时刻，太阳能产业仍需加倍努力。她指出：“如果我们要实现到2030年全球可再生能源容量三倍增长的目标，太阳能的年装机容量必须翻倍，达到1太瓦。资本成本依然是全球太阳能项目的重要障碍，特别是在发展中国家。如果资本成本为15%，我们需要将其降低至5%或更低，以释放更多太阳能项目的潜力，尤其是在全球南方。”
通过融资加速太阳能部署
为了实现全球可再生能源目标，并保持在1.5°C全球气温上升路径上的进展，太阳能行业必须为项目争取更多融资，尤其是在发展中国家。全球太阳能理事会主席Máté Heisz强调：“到2030年，太阳能将成为全球最主要的可再生能源，推动全球可再生能源革命的核心力量。但太阳能的未来依赖于全球公正的融资准入，特别是全球南方国家的准入。我们需要各国政府和投资者的支持，帮助推动这一过渡。”
COP29会议上启动国际太阳能金融组
为解决融资难题，全球太阳能理事会将在即将召开的COP29气候大会（即“融资COP”）上推出国际太阳能金融组，这是全球首个旨在桥接太阳能产业与金融界之间差距的对话平台，旨在确保全球在实现气候和可持续发展承诺的过程中不掉队。
国际太阳能金融组的首次会议定于11月15日在巴库举行，会议将提出一项目标宏远的议程，旨在通过与私人投资者和发展银行的合作，开发创新的金融解决方案和框架，使太阳能投资，特别是在新兴市场中，更加可实现和有吸引力。
全球太阳能理事会的目标是将发展中国家的太阳能资本成本从15%降低至5%，以打破融资壁垒，推动太阳能项目的部署。该平台将为全球太阳能金融界的各方利益相关者提供一个交流和分享经验、讨论挑战并提供实际解决方案的机会，从而推动全球范围内太阳能融资的加速落实。
全球可再生能源联盟首席执行官Bruce Douglas表示：“实现2太瓦的太阳能装机容量是一个历史性的里程碑。尽管我们花了68年时间才达到第一个太瓦，但第二个太瓦的实现仅用了两年时间。这一快速加速彰显了太阳能在更广泛可再生能源体系中的重要作用。但要实现到2030年全球可再生能源三倍增长的目标，我们必须同步扩展所有可再生能源技术。”
展望未来
随着太阳能产业的不断发展，全球太阳能理事会将继续支持有助于推动投资和部署的政策和合作伙伴关系。COP29气候大会为各国政府和企业提供了一个重要的机会，承诺设定更具雄心的可再生能源目标，并共同努力确保太阳能能够继续推动全球向可持续清洁能源未来的转型。
原文如下：
Global Solar Council announces 2 terawatt milestone achieved for solar
November 8, London– The Global Solar Council leads the worldwide solar industry today in the celebration of achieving 2 TW of installed solar PV capacity against the backdrop of a Donald Trump presidency in the U.S. and a pivotal COP29 slated to begin next week in Baku, Azerbaijan.
The deployment of solar energy has exponentially accelerated in recent years, carrying with it dramatic cost reductions that make solar now the cheapest form of energy available to consumers in many countries across the globe.
2 terawatts of solar PV now installed
It took the solar PV industry 68 years to reach 1 TW of installed capacity - from 1954-2022. It has taken only 2 years to reach the next TW (2022-2024), with the 2 TW milestone reached in recent weeks according to estimates calculated by the Global Solar Council and SolarPower Europe.
The milestone highlights how solar energy is becoming the backbone of the global energy system. Notably, 2 TW of solar is equivalent to the total installed electricity capacity of India, the USA and UK combined and could power an estimated one billion homes, based on a global average household energy consumption of 3,500 kWh per year and a 20% capacity factor.
“The unprecedented roll-out of solar worldwide, and now the fact that we have made this 2 terawatt milestone, or about 7 billion solar panels installed, is the culmination of decades of hard work. Forward-thinking policy, industrial ingenuity, 7 million hard-working solar installers and a versatile and scalable technology have all brought us to this moment,” said Sonia Dunlop, Global Solar Council CEO. “But as we pause to recognize the achievement, it’s only for a minute. Solar must now double installation capacity to reach 1 terawatt per year if we’re going to reach our global tripling renewables target. We need to celebrate the 25 million solar homes and now double it. To get there we need to unlock financing and bring down the cost of capital for solar projects, particularly in the Global South. If the cost of capital is now at 15%, we need to bring it down to 5% or less. This is what we will be working on at COP29 Baku.”
To reach the goal of tripling global renewable energy capacity by 2030 to keep the world on a 1.5C pathway, more financing needs to be unlocked for solar, especially in emerging and developing markets.
"By 2030, solar will be the world’s leading renewable energy source, contributing the lion's share of the global renewables revolution. The future of solar hinges on equitable global access to financing; we must ensure that everyone – especially in the Global South – can join this movement,” said Máté Heisz, Chair of the Global Solar Council, and Director of Global Affairs at SolarPower Europe. “We urgently need support from national governments and investors to deliver our tripling renewables target. It’s time to bring everyone aboard our clean energy transition journey.”
With annual installation figures now at approximately 500 GW and global manufacturing capacity already at 1.1 TW, the solar PV industry has proven it can deliver the technology, but financing remains a persistent obstacle to meeting the 1 TW-per-year ambition.
“Achieving 2 terawatts of installed solar capacity is a historic milestone—while it took 68 years to reach the first terawatt, the next was achieved in just two. This rapid acceleration underscores solar’s vital role within the broader renewable energy mix. But to truly meet the goal of tripling renewables by 2030, we must scale up all renewable technologies in unison,” said Bruce Douglas, CEO of the Global Renewables Alliance. “Overcoming bottlenecks and securing investor confidence is critical, especially in emerging markets. COP29 presents a key opportunity for governments to lead the renewables race, setting ambitious targets and clear actions in their climate plans and committing to a global push for the infrastructure—grids and storage—that will enable this massive scale-up.”
International Solar Finance Group to launch in Baku
At COP29 (the ‘Finance COP’), the Global Solar Council will launch the International Solar Finance Group, creating the world’s first ever global dialogue between the solar PV industry and the finance sector to bridge the financial gap between ambition and deployment and to ensure that the world remains on track to meet its climate and sustainable development commitments.
The International Solar Finance Group’s inaugural session, set for November 15 in Baku, will lay out an ambitious agenda to develop innovative financial solutions and frameworks aimed at making solar investments more accessible and attractive, especially in emerging markets, by engaging both private sector investors and development banks.
The Global Solar Council’s ambition for the Group is to reduce the cost of capital for solar in developing economies from 15% to 5% to remove the financing barrier and boost deployment. The Group will be a first-of-its-kind platform for diverse solar finance stakeholders to connect, share knowledge, discuss challenges, and offer recommendations to drive real-world financing solutions to match ambition. It will also serve to drive actions aimed at channeling solar finance where it’s needed most.
