Investment

Energy System Investments

Global new investment in renewable power and fuels i reached a record high of USD 495.4 billion in 2022. 187 (See GSR 2023 Renewables in Energy Supply Module.) However, this was less than one-third (29.4%) of the total global investment committed across the power and fuel supply and infrastructure (including fossil fuels and nuclear) during the year. 188 (See Figure 10.) Investment in renewable power and fuels increased 17.2% from 2021, due largely to the global rise in solar PV installations. 189

Renewable energy accounted for less than one-third of the global investment across the power and fuel supply and infrastructure.

Investment varied by region, rising in Brazil, China and India but falling in Europe and the United States. China continued to account for the largest share of investment, at 55%, followed by Europe (11.3%), Asia-Oceania (excluding China and India; 10.8%), the United States (10.0%) and all other world regions, which accounted for 4% or less of the total. 190

Spurred in part by high prices, global investment in the fossil fuel supply increased in 2022, although it did not return to pre-pandemic levels. 191 In many parts of the world, the Russian Federation's invasion of Ukraine drove up fossil gas prices to record levels and oil prices to levels not seen in a decade or more. 192 Higher investment in coal – mostly in China and India – was driven by robust demand and high prices. 193 These trends resulted in record net profits from fossil fuel sales. 194 (See Sidebar 2.)

FIGURE 10.

Global Investment in the Energy Sector, by Type, 2022

FIGURE 10.

Source: See endnote 188 for this module.

Note: "Low-emission fuels" include modern liquid and gaseous bioenergy, low-emission hydrogen and low-emission hydrogen-based fuels.

Divestment

Since 2011, growing numbers of institutions worldwide have divested from, or sold off their financial interests in, fossil fuel companies. By October 2022, around 1,559 institutions, with estimated total assets of around USD 40.5 trillion, had committed to fossil fuel divestment ii . 195 However, there were fewer new divestment announcements in 2022 than in 2021, when a flood of announcements were made in the lead-up to the UN Climate Change Conference (COP 26) in Glasgow, Scotland. 196

By late 2022, institutions with assets of around USD 40.5 trillion had committed to divesting from fossil fuels.

Among key divestment moves in 2022, Princeton University in the United States announced that it was disassociating itself from 90 companies that are involved in thermal coal or tar sands segments of the fossil fuel industry. 197 In September, HSBC, one of the world's largest banking and financial services organisations, announced a policy to phase out coal-fired power and thermal coal mining from its listed holdings. 198 Later in the year, HSBC announced that it would also stop funding new oil and gas fields. 199 In July, with support from the Vatican, 35 faith-based institutions from six countries – with combined assets of more than USD 1.25 billion – announced divestment from fossil fuel companies. 200

Some have argued that the broader divestment movement is largely ineffective, based on the view that only a small portion of investors divest their holdings, and that divested shares are bought by other investors. 201 However, others have noted that, on a country-level, in years that more assets are committed to fossil fuel divestment, the oil and gas sector fundraises less compared with its historical average. 202 Yet at the same time, oil and gas financing across countries has continued to increase. 203

Funds divested from fossil fuel companies are not necessarily re-invested in companies associated with renewables. 204 However, the global network DivestInvest links the two by providing guidance to organisations and individuals during the divestment process and encouraging them to establish climate-friendly criteria for their investments (for example, by investing in renewable energy companies, low-carbon transport, and sustainable agriculture and forestry options). 205


Shifting Frameworks for Investment in Renewables

Investors wishing to address climate change and to support renewables are increasingly turning to sustainable finance options, in consideration of regulatory requirements, risk management imperatives and/or changes in demand and asset allocation strategies. 206 (See Box 3.) Three frameworks that are increasingly relevant for renewable energy finance and investment are: 1) the development of sustainable finance taxonomies at the national and regional levels to provide information on the environmental and/or social performance of enterprises and financial products; 2) green bonds, the proceeds of which may go to renewables; and 3) systems that rate the performance of enterprises according to environmental, social and governance criteria to help assess the suitability of a company, activity or fund for investment. 207

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Sustainable Finance Taxonomies

Sustainable finance taxonomies provide a classification of economic activities with the aim of clarifying which investments and/or activities may be defined as sustainable or “green”. 208 Such taxonomies can be relevant for renewables in two main ways: 1) for companies producing or manufacturing renewable energy technologies; and 2) for the owners or operators of renewable energy assets (such as a utility that operates a wind farm as part of its broader portfolio). 209 For example, renewables-related economic activities may be coded “green”; fossil fuel-based activities that adhere to certain standards may be coded “yellow”; while other activities may be “red”, similar to a traffic light system. 210

The number of sustainable finance taxonomies in use or under development has increased rapidly since the Paris Agreement was signed in 2015. 211 (See Figure 13.) In 2022, Peru announced its intention to develop a Green Finance Taxonomy by 2025. 212 In December, the Taiwan Sustainable Taxonomy was released, which encourages companies to voluntarily disclose information on the alignment of their primary economic activities with the taxonomy. 213 In Hong Kong, work began on proposing a structure and core elements for a local green classification framework. 214

The vested interests in each country's definitions make creating a harmonised taxonomy across jurisdictions challenging. 215 Although a global, harmonised taxonomy is not yet on the table, diverse regional initiatives are under way that may provide the first steps towards standardisation. 216 In July 2020, China and the EU began developing a Common Ground Taxonomy (CGT) through a working group of the International Platform on Sustainable Finance, identifying commonalities and differences in their approaches. 217 In June 2022, a version of the CGT was published that covered 72 jointly recognised climate mitigation activities. 218 The Association of Southeast Asian Nations (ASEAN) released the second version of its joint taxonomy in early 2023, classifying economic activities based on their grade of alignment, thus establishing a framework within which member states can develop national taxonomies. 219 In 2022, a common framework for sustainable finance taxonomies was officially initiated across Latin America and the Caribbean, with co-operation from seven organisations across the region. 220

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The number of sustainable finance taxonomies in use or under development has increased rapidly since 2015.

In specific situations, sustainable finance taxonomies may divert or discourage investment from renewable energy when its relative cost of capital is higher. This could happen, for example, if companies are allowed to be labelled as aligned with a particular taxonomy category (for example, having a certain threshold of greenhouse gas emissions for fossil power production), when in fact the category has not been defined to accurately reflect scientific requirements (such as to reach substantial emission reduction requirements that align with the goals of the Paris Agreement). 221 In this way, investment may be channelled away from companies or projects that more fully support renewable energy deployment. 222

FIGURE 13.

Sustainable Finance Taxonomies Worldwide, In Place, Under Development and In Discussion, 2022

FIGURE 13.

Source: See endnote 211 for this module.

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Green Bonds

Among the various instruments available to finance renewable energy projects, green bonds have become especially prominent in recent years. 223 Green bonds differ from traditional bonds in that the proceeds are earmarked for qualifying investments in renewable technologies or in various forms of climate adaptation and mitigation. Investors obtain a certain interest rate over a stipulated time period, and the funds must be used for the purposes for which the bond was issued. This provides investors with greater visibility over the actual use of the funds than is the case for traditional bonds.

In 2022, USD 649 billion in green bonds was issued, or 7% less than in 2021. 224 This decline occurred in all world regions except Asia, where green bond issuance grew 8% in 2022. 225 China leads the Asia and Pacific region, accounting for 67% of the green bonds issued. 226 Although the total number of green bonds declined in Europe, the region remains the largest issuer with around half of the total supply. 227

In late 2022, macroeconomic conditions posed challenges for issuers of green bonds. European growth forecasts were downgraded, inflation forecasts were revised upwards, and the Euro was heading toward parity with the US dollar. 228 Although issuers continued to visit the bond market, caution was illustrated by multi-day periods with no new issuance and reports of deals being pulled at the last minute. 229


Environmental, Social and Governance (ESG) Criteria

The use of ESG criteria has shifted from being a niche focus to becoming a component of mainstream finance in many member countries of the Organisation for Economic Co-operation and Development (OECD). 230 Net inflows of investment into ESG funds in 2022 totalled USD 89 billion, down 78% from USD 405 billion in 2021. 231 This decline reflects fund relabelling developments in Europe, stricter standards in Asia, and debates on the definition of ESG in the United States, where ESG has become highly politicised and some states have redirected funds away from large asset managers with ESG priorities. 232

The categorisation of an organisation or its activities as ESG may be based on a risk perspective (for example, how environmental risks may affect a company) and/or by an impact perspective (for example, the impact that a company or activity has on the outside world). 233 Companies that rate and value ESG funds more from a risk perspective have been criticised for using methodologies that ignore the larger (environmental) impact of a company on the planet. 234 As the impact perspective becomes increasingly relevant to investors aiming for net zero carbon or clean energy goals, a “double-materiality concept” is arising, which incorporates both the risk and impact perspectives. 235 This approach may have more relevance for renewables. 236 Relatedly, ESG products increasingly are being used to assess a company's commitments and actions to transition to renewable energy. 237

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Footnotes

i Renewable power and fuels does not include hydropower projects larger than 50 MW. In addition, these estimates do not include investments in renewable heating and cooling technologies, for which data are not collected systematically.

ii Through fossil fuel divestment, an institution makes a binding commitment to exclude any fossil fuel company (coal, oil and fossil gas) from either all or part of its managed asset classes, or to selectively exclude companies that derive a large portion of their revenue from coal and/or tar sands companies. Organisations also may commit to some form of an exclusion policy based on different criteria, such as whether the company is aligned with the goals of the Paris Agreement.

  1. United Nations Development Programme (UNDP) Sustainable Energy Hub, “Three Trends That Will Shape the Energy Sector in 2023”, January 12, 2023, https://www.undp.org/energy/blog/three-trends-will-shape-energy-sector-2023; International Energy Agency (IEA), “Global Energy Crisis – Topics”, https://www.iea.org/topics/global-energy-crisis, accessed May 11, 2023. Box 1 from the following sources: IEA, “World Energy Outlook 2022”, 2022, https://iea.blob.core.windows.net/assets/830fe099-5530-48f2-a7c1-11f35d510983/WorldEnergyOutlook2022.pdf; IEA, “Global Energy Crisis – Topics”, op. cit. this note; Eurostat, “Electricity & Gas Hit Record Prices in 2022”, April 26, 2023, https://ec.europa.eu/eurostat/web/products-eurostat-news/w/ddn-20230426-2.1
  2. IEA, “World Energy Outlook 2022”, op. cit. note 1.2
  3. European Commission, “REPowerEU: Affordable, Secure and Sustainable Energy for Europe”, May 18, 2022, https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/european-green-deal/repowereu-affordable-secure-and-sustainable-energy-europe_en; US Environmental Protection Agency (EPA), “The Inflation Reduction Act”, Overviews and Factsheets, November 21, 2022, https://www.epa.gov/green-power-markets/inflation-reduction-act.3
  4. World Meteorological Organization, “Climate and Weather Extremes in 2022 Show Need for More Action”, December 23, 2022, https://public.wmo.int/en/media/news/climate-and-weather-extremes-2022-show-need-more-action. 4
  5. BP, “Statistical Review of World Energy 2022”, 2022, https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/statistical-review/bp-stats-review-2022-full-report.pdf. 5
  6. United Nations Framework Convention on Climate Change (UNFCCC), “Maintaining a Clear Intention to Keep 1.5°C Within Reach”, https://unfccc.int/maintaining-a-clear-intention-to-keep-15degc-within-reach, accessed June 28, 2023.6
  7. Ibid.7
  8. United Nations Environment Programme (UNEP), “COP27 Ends with Announcement of Historic Loss and Damage Fund”, November 22, 2022, https://www.unep.org/news-and-stories/story/cop27-ends-announcement-historic-loss-and-damage-fund. 8
  9. IEA, “Energy Technology Perspectives 2023”, 2023, https://iea.blob.core.windows.net/assets/a86b480e-2b03-4e25-bae1-da1395e0b620/EnergyTechnologyPerspectives2023.pdf; US EPA, op. cit. note 3. Box 2 based on the following sources: McKinsey, “Renewable-Energy Development: Disrupted Supply Chains”, February 2023, https://www.mckinsey.com/industries/electric-power-and-natural-gas/our-insights/renewable-energy-development-in-a-net-zero-world-disrupted-supply-chains; IEA, “Renewable Energy Market Update – June 2023”, June 2023, https://www.iea.org/reports/renewable-energy-market-update-june-2023; BloombergNEF, “Cost of New Renewables Temporarily Rises as Inflation Starts to Bite”, June 30, 2022, https://about.bnef.com/blog/cost-of-new-renewables-temporarily-rises-as-inflation-starts-to-bite; Energy Transitions Commission, “Streamlining Planning and Permitting to Accelerate Wind and Solar Deployment”, in Barriers to Clean Electrification Series – Planning and Permitting, January 2023, https://www.energy-transitions.org/wp-content/uploads/2023/01/Barriers_PlanningAndPermitting_vFinal.pdf; BloombergNEF, “2H 2022 Levelized Cost of Electricity Update”, December 2022, https://about.bnef.com/blog/2h-2022-levelized-cost-of-electricity-update; Wood Mackenzie, “Renewable Power in Asia Pacific Gains Competitiveness Amidst Cost Inflation”, January 2022, https://www.woodmac.com/press-releases/renewable-power-in-asia-pacific-gains-competitiveness-amidst-cost-inflation; J. Saul, W. Mathis and R. Morison, “Planet-Saving Wind Farms Fall Victim to Global Inflation Fight”, Bloomberg, March 10, 2023, https://www.bloomberg.com/news/articles/2023-03-10/offshore-wind-farms-face-fresh-hurdles-around-the-world-because-of-inflation. 9
  10. Figure 1 from IEA, “World Energy Outlook 2021”, 2021, https://iea.blob.core.windows.net/assets/4ed140c1-c3f3-4fd9-acae-789a4e14a23c/WorldEnergyOutlook2021.pdf. 10
  11. L. Cozzi et al., “For the First Time in Decades, the Number of People Without Access to Electricity Is Set to Increase in 2022 – Analysis”, IEA, November 3, 2022, https://www.iea.org/commentaries/for-the-first-time-in-decades-the-number-of-people-without-access-to-electricity-is-set-to-increase-in-2022. 11
  12. IEA, “Energy Access – Achieving Modern Energy for All by 2030 Seems Unlikely”, https://www.iea.org/topics/energy-access, accessed May 11, 2023.12
  13. Ibid. 13
  14. Ibid.14
  15. Renewable Energy Policy Network for the 21st Century (REN21), “Renewables 2023 Global Status Report Collection, Renewables in Energy Supply”, June 2023, https://www.ren21.net/wp-content/uploads/2019/05/GSR-2023_Energy-Supply-Module.pdf.15
  16. Ibid.16
  17. IEA, “World Energy Balances”, 2022, https://www.iea.org/reports/world-energy-balances-overview/world.17
  18. Ibid.18
  19. Figure 2 from Ibid.19
  20. Figure 3 from Ibid. 20
  21. Ibid.21
  22. Ibid.22
  23. REN21, op. cit. note 15.23
  24. Ibid.; IEA “Renewable Heat – Renewables 2022 – Analysis”, 2022, https://www.iea.org/reports/renewables-2022/renewable-heat.24
  25. REN21, op. cit. note 15.25
  26. REN21 Policy Database. See Reference Table R3a in the GSR 2023 Renewables in Energy Demand Data Pack, http://www.ren21.net/gsr2023-data-pack. 26
  27. IEA, “CO2 Emissions in 2022 – Analysis”, March 2023, https://www.iea.org/reports/co2-emissions-in-2022.27
  28. Ibid.28
  29. Ibid.29
  30. Ibid.30
  31. Ibid.31
  32. Figure 4 from Ibid.32
  33. M. Wiatros-Motyka, “Global Electricity Review 2023”, Ember, https://ember-climate.org/insights/research/global-electricity-review-2023/#supporting-material. 33
  34. Ibid. Figure 5 from Ember, “Electricity Data Explorer | Open Source Global Electricity Data”, 2023, https://ember-climate.org/data/data-tools/data-explorer.34
  35. Our World in Data, “Carbon Intensity of Electricity”, https://ourworldindata.org/grapher/carbon-intensity-electricity, accessed June 27, 2023.35
  36. Ibid.36
  37. REN21, “Renewables 2023 Global Status Report Collection: Renewables in Energy Demand”, March 2023, https://www.ren21.net/wp-content/uploads/2019/05/GSR2023_Demand_Modules.pdf.37
  38. Ibid.38
  39. International Renewable Energy Agency (IRENA), “Electrification with Renewables: Driving the Transformation of Energy Services”, 2019, https://www.irena.org/-/media/Files/IRENA/Agency/Publication/2019/Jan/IRENA_RE-Electrification_SGCC_2019_preview.pdf. 39
  40. REN21, op. cit. note 15.40
  41. Energy Institute in partnership with KPMG and KEARNEY, “Statistical Review of World Energy 2023, 72nd Edition”, June 2023, https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/statistical-review/bp-stats-review-2022-full-report.pdf. 41
  42. “Explained: Why India Is Facing Longest Power Cuts in 6 Years”, Times of India, April 30, 2022, https://timesofindia.indiatimes.com/india/explained-why-india-is-facing-longest-power-cuts-in-6-years/articleshow/91198487.cms; Bloomberg, “China's Factories Still Struggling as Power Cuts Curb Output”, August 31, 2022, https://www.bloomberg.com/news/articles/2022-08-31/china-factory-activity-falls-again-as-power-outages-curb-output; S-L. Tan, “China Is Facing Another Power Crunch. But This Time It's Likely to Be Different”, CNBC, August 23, 2022, https://epthinktank.eu/2023/01/12/how-will-increasing-fuel-prices-impact-transport-ten-issues-to-watch-in-2023. 42
  43. REN21, op. cit. note 37.43
  44. IRENA, “World Energy Transitions Outlook 2023”, June 2023, https://mc-cd8320d4-36a1-40ac-83cc-3389-cdn-endpoint.azureedge.net/-/media/Files/IRENA/Agency/Publication/2023/Jun/IRENA_World_energy_transitions_outlook_v_1_2023.pdf; IEA, “World Energy Outlook 2022”, op. cit. note 1.44
  45. Ibid.45
  46. Ibid. 46
  47. REN21, op. cit. note 37.47
  48. REN21, op. cit. note 15.48
  49. Ibid.49
  50. IEA, “Electrification – Analysis”, September 2022, https://www.iea.org/reports/electrification.50
  51. Ibid.51
  52. Ibid.52
  53. “Greenhyscale Has Begun the Installation Process of a 6 MW Prototype Electrolyser in the Danish Green Industrial Park, Greenlab.” Hydrogen Central, April 12, 2023. https://hydrogen-central.com/greenhyscale-begun-installation-process-6-mw-prototype-electrolyser-danish-green-industrial-park-greenlab/ 53
  54. IRENA, “Hydrogen”, https://www.irena.org/Energy-Transition/Technology/Hydrogen, accessed May 21, 2023.54
  55. UNDP Sustainable Energy Hub, op. cit. note 1.55
  56. European Commission, “A Hydrogen Strategy for a Climate-Neutral Europe”, July 2020, https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A52020DC0301. The EU Hydrogen Strategy consists of the following phases: Phase 1 (2020-2024): Install 6 GW of renewable hydrogen electrolysers and produce up to 1 million tonnes of renewable hydrogen. Scale up electrolyser manufacturing, including large ones up to 100 MW and establish hydrogen refuelling stations for fuel-cell buses and trucks. Retrofit existing hydrogen production plants with carbon capture and storage technologies. Phase 2 (2025-2030): Install 40 GW of renewable hydrogen electrolysers and produce up to 10 million tonnes of renewable hydrogen. Gradual cost competitiveness of renewable hydrogen. Implement demand side policies for industrial applications, including steel-making, trucks, rail, and maritime transport. Use green hydrogen for balancing a renewables-based electricity system, providing flexibility and storage.56
  57. FleishmanHillard, “National Hydrogen Strategies in the EU Member States”, February 2022, https://fleishmanhillard.eu/wp-content/uploads/sites/7/2022/02/FH-National-Hydrogen-Strategies-Report-2022.pdf. The Hydrogen Innovation Scheme is divided into two streams. Stream 1 focuses on funding feasibility studies or technical demonstrations of hydrogen production, distribution, or storage solutions at various Technology Readiness Levels (TRL 3 to 7). Stream 2 provides support for the development of test and demonstration facilities and equipment within Scotland. See also Scottish Government, “Emerging Energy Technologies Fund – Hydrogen Innovation Scheme: Form and Guidance”, October 21, 2022, http://www.gov.scot/publications/emerging-energy-technologies-fund-hydrogen-innovation-scheme-form-and-guidance. 57
  58. Energy Transitions Commission, op. cit. note 9.58
  59. Ibid.59
  60. Ibid.60
  61. IEA, “Renewable Energy Market Update – June 2023”, op. cit. note 9.61
  62. Energy Transitions Commission, op. cit. note 9.62
  63. IEA, “Renewable Energy Market Update – June 2023”, op. cit. note 9.63
  64. Ibid.64
  65. Ibid.65
  66. Energy Transitions Commission, op. cit. note 9.66
  67. Ibid.67
  68. Ibid.68
  69. Ibid.69
  70. Ibid.70
  71. Global Wind Energy Council, 2022, "India Wind Power Market Outlook, 2022-2026", https://gwec.net/wp-content/uploads/2022/
    08/India-Outlook-2026.pdf
    .71
  72. S. Mojib Zahraee, N. Shiwakoti and P. Stasinopoulos, “Agricultural Biomass Supply Chain Resilience: COVID-19 Outbreak vs. Sustainability Compliance, Technological Change, Uncertainties, and Policies”, Cleaner Logistics and Supply Chain, Vol. 4 (July 2022), p. 100049, https://doi.org/10.1016/j.clscn.2022.100049.72
  73. OECD, “Supply of Critical Raw Materials Risks Jeopardising the Green Transition”, April 2023, https://www.oecd.org/newsroom/supply-of-critical-raw-materials-risks-jeopardising-the-green-transition.htm. 73
  74. IEA, “Renewable Energy Market Update – June 2023”, op. cit. note 9.74
  75. C40, “How to win support for local clean energy”, September 2021, https://www.c40knowledgehub.org/s/article/How-to-win-
    support-for-local-clean-energy
    .75
  76. Ibid.76
  77. B.K. Sovacool et al., “Conflicted Transitions: Exploring the Actors, Tactics and Outcomes of Social Opposition Against Energy Infrastructure”, Global Environmental Change, Vol. 73, (March 2022), p. 102473, https://doi.org/10.1016/j.gloenvcha.2022.102473.77
  78. BP, op. cit. note 5; Energy Institute in partnership with KPMG and KEARNEY, op. cit. note 41; Ember, op. cit. note 34.78
  79. BP, op. cit. note 5; Ember, op. cit. note 34.79
  80. Energy Institute in partnership with KPMG and KEARNEY, op. cit. note 41.80
  81. BP, op. cit. note 5.81
  82. Energy Institute in partnership with KPMG and KEARNEY, op. cit. note 41. 82
  83. Ibid.83
  84. Ember, op. cit. note 34.84
  85. Wiatros-Motyka, op. cit. note 33.85
  86. Sidebar 1 from the following sources: BloombergNEF, “Tech Firms Seal US Dominance in Corporate Clean Power Purchasing”, March 17, 2023, https://about.bnef.com/blog/tech-firms-seal-us-dominance-in-corporate-clean-power-purchasing; American Clean Power (ACP), "Clean Energy Investing in America", 2023, https://cleanpower.org/wp-content/uploads/2023/05/CleanEnergy_ImpactReport_230505.pdf. Figure 6 from BloombergNEF, “Corporations Brush Aside Energy Crisis, Buy Record Clean Power”, February 9, 2023, https://about.bnef.com/blog/corporations-brush-aside-energy-crisis-buy-record-clean-power.86
  87. Ember, op. cit. note 34.87
  88. Energy Institute in partnership with KPMG and KEARNEY, op. cit. note 41.88
  89. REN21, op. cit. note 15.89
  90. Deloitte, “2023 Renewable Energy Industry Outlook”, 2023, https://www2.deloitte.com/content/dam/Deloitte/us/Documents/energy-resources/us-eri-renewable-energy-outlook-2023.pdf; Anadolu Ajansı, “Renewables Set to Break New Record in 2022 Despite Supply Chain Challenges”, May 11, 2022, https://www.aa.com.tr/en/economy/renewables-set-to-break-new-record-in-2022-despite-supply-chain-challenges/2584641. 90
  91. Ibid.91
  92. Ibid.92
  93. Ibid.93
  94. Ibid.94
  95. REN21, op. cit. note 15.95
  96. Wiatros-Motyka, op. cit. note 33; Global Energy Monitor, “China Permits Two New Coal Power Plants per Week in 2022”, February 26, 2023, https://globalenergymonitor.org/press-release/china-permits-two-new-coal-power-plants-per-week-in-2022. 96
  97. Ibid. 97
  98. Ibid. 98
  99. Ibid.99
  100. IEA, “The State of Clean Technology Manufacturing. An Energy Technology Perspectives Special Briefing”, 2023, https://iea.blob.core.windows.net/assets/baa765ac-27c7-42ba-9eba-73717359de23/TheStateofCleanTechnologyManufacturing.pdf. 100
  101. Ibid.101
  102. Ibid.102
  103. Ibid.103
  104. IEA, “Energy Technology Perspectives 2023”, op. cit. note 9.104
  105. IEA, op. cit. note 100.105
  106. Energy Transitions Commission, op. cit. note 9.106
  107. McKinsey, op. cit. note 9.107
  108. IEA, op. cit. note 100.108
  109. McKinsey, op. cit. note 9.109
  110. Eco Green Energy, “PV Industry Price Trends”, April 2023, https://www.eco-greenenergy.com/pv-industry-price-trends-april-2023.110
  111. Global Wind Energy Council, “Global Wind Report 2023”, 2023, https://gwec.net/globalwindreport2023. 111
  112. Ibid.112
  113. Ibid.113
  114. op. cit. note 100. 114
  115. Ibid.115
  116. Ibid.116
  117. IRENA, “Renewable Energy and Jobs: Annual Review 2022”, September 2022, https://www.irena.org/publications/2022/Sep/Renewable-Energy-and-Jobs-Annual-Review-2022.117
  118. Ibid.118
  119. McKinsey, “Renewable Development: Overcoming Talent Gaps”, https://www.mckinsey.com/industries/electric-power-andnatural-gas/our-insights/renewable-energy-development-in-anet-zero-world-overcoming-talent-gaps, accessed June 30, 2023.119
  120. Ibid.120
  121. Figure 7 from REN21 Policy Database. See GSR 2023 Data Pack, available at www.ren21.net/gsr2023-data-pack/go.121
  122. REN21 Policy Database. See GSR 2023 Data Pack, available at www.ren21.net/gsr2023-data-pack/go.122
  123. Ibid.123
  124. D. Gibb, S. Thomas and J. Rosenow, “Metrics Matter: Efficient Renewable Heating and Cooling in the Renewable Energy
    Directive”, Regulatory Assistance Project, September 6, 2022, https:
    //www.raponline.org/knowledge-center/metrics-matterefficient-renewable-heating-cooling-renewable-energy-directive
    . 124
  125. European Parliament, “Renewable Energy Directive – Amendments Adopted in Sept 2022”, September 14, 2022, https://www.europarl.europa.eu/doceo/document/TA-9-2022-0317_EN.pdf.125
  126. R. Lowes et al., “A Policy Toolkit for Global Mass Heat Pump
    Deployment”, Regulatory Assistance Project, 2022, https://www.
    raponline.org/knowledge-center/policy-toolkit-global-mass-heat-
    pump-deployment
    . 126
  127. Chinese Ministry of Housing and Urban-Rural Development, “14th Five-Year' Building Energy Efficiency and Green Building Development Plan”, 2021, https://www-mohurd-gov-cn.translate.goog/gongkai/fdzdgknr/zfhcxjsbwj/202203/20220311_765109.html. 127
  128. IEA, “World Energy Outlook 2022”, op. cit. note 1.128
  129. Ibid.129
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  136. IEA, “World Energy Outlook 2022 Shows the Global Energy Crisis Can Be a Historic Turning Point Towards a Cleaner and More Secure Future”, October 27, 2022, https://www.iea.org/news/world-energy-outlook-2022-shows-the-global-energy-crisis-can-be-a-historic-turning-point-towards-a-cleaner-and-more-secure-future. 136
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  147. Ibid.147
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  151. Ibid., both references.151
  152. Ibid.152
  153. Ibid.153
  154. Ibid.154
  155. Ibid.155
  156. Ibid.156
  157. European Commission, “Carbon Border Adjustment Mechanism”, https://taxation-customs.ec.europa.eu/green-taxation-0/carbon-border-adjustment-mechanism_en, accessed May 2, 2023.157
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  159. Ibid. 159
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  165. Ibid.165
  166. Ibid.166
  167. Ibid.167
  168. Ibid.168
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  229. Ibid.229
  230. OECD, “ESG Investing and Climate Transition, Market Practices, Issues and Policy Considerations: OECD Business and Finance Outlook, 6th edition”, 2020, https://doi.org/10.1787/eb61fd29-en.230
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