西班牙可再生能源行业市场前景及投资研究报告-培训课件外文版2024.6光伏储能风电

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TRENDSRenewableenergyinSpainCHAPTER

01OverviewRenewableenergyconsumptioninSpainfrom2009to2022(inexajoules)RenewableenergyconsumptioninSpain2009-20221.21.040.981.00.80.60.40.20.00.860.780.770.750.750.740.730.720.710.630.570.46200920102011201220132014201520162017201820192020202120224Description:Spain'sconsumptionofrenewableenergyamountedtoaroundoneexajoulein2022.ConsumptionofrenewablesintheEuropeancountryhasbeenonacontinualannualgrowthsince2016.Overall,duringtheperiodinconsideration,figureshaveincreasedbyroughly430petajoules.ReadmoreNote(s):Spain;2009to2022Source(s):EnergyInstitute;Kearney;KPMGGrossinlandconsumptionofrenewableenergyandbiofuelsinSpainin2022,bytype(in1,000metrictonsofoilequivalent)RenewablesandbiofuelsgrossinlandconsumptionbytypeinSpain2022Grossinlandconsumptioninthousandmetrictonsofoilequivalent01,0002,0003,0004,0005,0006,000WindPrimarysolidbiofuelsSolarphotovoltaicSolarthermal5,398.455,297.462,681.61,526.361,512.471,272.011,211.21HydroPurebiodieselsAmbientheat(heatpumps)Biogases333.31284.19RenewablemunicipalwastePurebiogasoline102.82Otherliquidbiofuels

2.85Tide,wave,ocean

1.98Geothermal

0.195/statistics/1031906/renewable-energy-gross-inland-consumption-by-type-in-spainIn2022,thegrossinlandconsumptionofrenewableenergyandbiofuelsinSpainreached13.6millionmetrictonsofoilequivalent.Duringthatyear,theconsumptionofwindenergyinSpainstoodataround5.3millionmetrictonsofoilequivalent.ReadmoreNote(s):Spain;2022Source(s):EurostatRenewableenergyshareingrossfinalenergyconsumptioninSpainfrom2010to2021,bysectorRenewablesharesinenergyconsumptionSpain2010-2020,bysectorTransportHeatingandcoolingElectricity37.13%Overallrenewableshare50%45%40%35%30%25%20%15%10%5%45.96%42.94%36.97%29.75%21.22%20.73%17.85%17.97%17.2%17.4%16.85%16.22%13.78%12.5%9.53%9.19%7.61%5.02%1.09%0%201020152019202020216/statistics/1031970/sectoral-and-global-shares-from-renewables-by-end-use-spainThecoverageofrenewableenergyongrossfinalenergyconsumptioninSpainstoodat20.7percentin2021.Inthatyear,electricityhadarenewableenergyshareofofalmost46percentwhiletransportationreachedashareofrenewableof9.2percent.ReadmoreNote(s):Spain;2010to2021Source(s):EuropeanCommission;EurostatShareofelectricityfromrenewablesourcesinSpainfrom2008to2023ShareofrenewableelectricityinSpain2008-202360%50.3%50%40%30%20%10%0%46.7%44%42.2%40.6%40.2%38.4%37.5%36.4%35.1%35.2%33.2%30.9%30.2%26.5%20.5%20082009201020112012201320142015201620172018201920202021202220237Description:From2008to2023,theshareofenergyfromrenewablesourcesinelectricitygenerationinSpainclimbedfrom20.5percentto50.3percent.Thatwasthefirstyearwithrenewablesaccountedformorethanhalfofelectricitygeneration.

ReadmoreNote(s):Spain;2007to2023Source(s):REEShareofelectricitygenerationfromrenewablesourcesinSpainin2023,bytypeShareofrenewableelectricitygenerationSpain2023,bytypeHydroeolian0.01%Renewablewaste**0.63%Otherrenewables***2.67%SolarThermal3.0%Hydropower*18.82%Wind46.00%Solarphotovoltaic27.79%8Description:In2023,windwasthemainsourceofrenewableenergyinSpain,representingroughlyhalfoftheelectricitygenerationfromrenewableresources.Infact,thewindpowercapacityinstalledinthecountrywasthehighestofalltherenewableandnon-renewablegenerationtechnologies,overcombinedcycleandsolarphotovoltaicplants.Withover30gigawattsinstalled,windpowercapacitywasclosetoaquarterofthetotalpowercapacity.

ReadmoreNote(s):Spain;2023;*Itdoesnotincludepumpedstorage.**50%ofsolidurbanwastegenerationisconsideredrenewable.***Otherrenewablesincludebiogas,biomass,marineandgeothermal.

ReadmoreSource(s):REECHAPTER

02WindenergyCumulativewindpowercapacityinSpainfrom2010to2023(inmegawatts)WindpowercapacityinSpain2010-202335,00030,00025,00030,71830,14428,66927,66625,68023,42723,00923,02822,91822,96923,06222,75821,16719,70720,00015,00010,0005,00002010201120122013201420152016201720182019202020212022202310/statistics/421496/total-wind-power-in-spainIn2023,theinstalledwindpowercapacityinSpainsurpassed30gigawatts,asmallincreaseincomparisontothepreviousyear.Inthepastfiveyears,Spain'swindpowercapacityincreasedbyroughlysixgigawatts,afterhalfadecadeofstagnation.

ReadmoreNote(s):Spain;2010to2023Source(s):REEWindpowercapacityinSpainin2023,byautonomouscommunity(inmegawatts)WindpowercapacityinSpain2023,byregionInstalledpowerinMW3,00001,0002,0004,0005,0006,0007,000CastileandLeonAragon6,6405,246CastileLa-ManchaGalicia4,8763,887Andalusia3,642CataloniaNavarra1,3761,557RegionofValenciaAsturias1,243698645CanaryIslandsLaRioja448MurciaBasqueCountry26316011Description:Asofendof2023,theinstalledpowercapacityinCastileandLeonofwindenergyamountedtoapproximately6.6gigawatts.Aragonfollowerwithaninstalledwindpowercapacityof5.2gigawatts.ReadmoreNote(s):Spain;2023Source(s):REECapacityofthelargestwindpowerplantsinSpainasofApril2023(inmegawatts)LargestoperatingwindenergyfarmsinSpain2023,bycapacityCapacityinmegawatts1000GecamaWindProject(Castile-LaMancha)TicoWindFarm(Aragon)50150200250300350331180177TorozosWindFarm(CastileandLeón)CuevasdeVelasco(Castile-LaMancha)LaCerradilla(Andalusia)10510099LaLora_Bridgepoint(CastileandLeón)ParamodePoza(CastileandLeón)TorreMiro(RegionofValencia)Fuendetodos(Aragon)99999494LaDehesilla(CastileandLeón)12Description:TheGecamaWindProject,locatedintheautonomouscommunityofCastile-LaMancha,wasSpain'slargestwindfarmasofApril2023.Thiswindpowerplantstartedoperationin2022andhasacapacityofover330megawatts.CastileandLeonistheautonomouscommunitywiththelargestwindpowercapacityinSpain.ReadmoreNote(s):Spain;asofApril2023Source(s):GlobalData;AnnualelectricitygenerationfromwindinSpainfrom2010to2023(ingigawatt-hours)WindpowerproductioninSpain2010-202370,00062,56961,19560,52660,00054,71354,90654,24551,03249,58148,52548,11847,90747,69750,00040,00030,00020,00010,000043,54542,47720102011201220132014201520162017201820192020202120222023*13Description:TheannualwindpowergenerationinSpainstoodat62.6terawatt-hoursin2023.Windpowergenerationhasexperiencedanupwardtrendinthelastyears,reachingitshighestvaluein2023.

ReadmoreNote(s):Spain;2010to2023;*Provisional.Figureswererounded.ReadmoreSource(s):REEShareofwindpoweroverthetotalelectricitygeneratedinSpainfrom2010to2023ShareofwindpowergenerationinSpain2010-202325%23.5%23.3%22.1%21.8%20.8%20%19.2%20%15%10%5%19%18.2%18.3%18%17.1%15.1%15.2%0%2010201120122013201420152016201720182019202020212022202314Description:TheshareofwindpoweroverthetotalelectricitygenerationinSpaingrewfrom15in2010to23.5percentin2023.Theshareofwindpoweroverthetotalpowergeneratedpeakedinthatlastyear.

ReadmoreNote(s):Spain;2010to2023Source(s):REEWindenergygeneratedinSpainin2023,byautonomouscommunity(ingigawatthours)WindpowergenerationSpain2023,byautonomouscommunityPowergenerationinGWh6,000

8,00002,0004,00010,00012,00014,00016,000CastileandLeonAragon13,55312,004GaliciaCastile-LaManchaAndalusia9,0869,0186,282CataloniaNavarre3,0752,934RegionofValenciaAsturias2,2721,4101,325CanaryIslandsLaRioja761MurciaBasqueCountry40326915Description:In2023,CastileandLeonwastheautonomouscommunitywiththehighestelectricitygenerationfromwindpowerinSpainatover13.5terawatthours.Intotal,thecountryproducedroughly62.6terawatthoursofwindenergyinthatyear.ReadmoreNote(s):Spain;2023Source(s):REECHAPTER

03PhotovoltaicenergyCumulativeutility-scalesolarphotovoltaicpowercapacityinSpainfrom2010to2023(inmegawatts)SolarPVcapacityinSpain2010-202330,00025,00020,00015,00010,00024,64719,95115,26811,6648,74720194,53220124,63820134,64620144,68320154,68820164,69120174,77120184,23320115,00003,8292010202020212022202317Description:Spain’sinstalledsolarphotovoltaicpowercapacityhasseenagreatincreaseoverthelastthreeyears.In2023,theinstalledsolarPVcapacityintheMediterraneancountrysurpassed24.6megawatts,agrowthofroughly25percentincomparisontothepreviousyear.ReadmoreNote(s):Spain;2010to2023Source(s):REECumulativecapacityofphotovoltaicsystemsforself-consumptioninstalledinSpainbetween2014and2022(inmegawatts)SolarPVcapacityforself-consumptioninSpain2014-20226,0005,0004,0003,0005,2492,7422,0001,53920209431,000048424812671222014201520162017201820192021202218Description:In2023,Spain'scapacityofphotovoltaicsystemsinstalledforself-consumptionstoodataround5.2gigawatts,anincreaseofsome2.5gigawattswhencomparedwiththepreviousyear.In2014,theinstalledPVcapacityforself-consumptionwasonly22megawatts.ReadmoreNote(s):Spain;2014to2022Source(s):UNEFUtility-scalesolarphotovoltaiccapacityinSpainin2023,byautonomouscommunity(inmegawatts)SolarPVcapacitySpain2023,byregionInstalledpowerinMW3,00001,0002,0004,0005,0006,0007,000ExtremaduraCastile-LaManchaAndalusia6,4106,1345,383Aragon2,405CastileandLeónMurcia1,9071,568RegionofValenciaBalearicIslandsCatalonia45333330923417110264CanaryIslandsNavarreLaRiojaCommunityofMadrid19Description:In2023,ExtremaduraandCastile-LaManchaweretheSpanishregionswiththelargestsolarphotovoltaiccapacity.BothautonomouscommunitieshadoversixgigawattsofsolarPVinstalled,whichconstitutesashareofalmost50percentofthetotalphotovoltaiccapacityavailableinthecountry.BotharelargeregionswithaMediterraneanclimate,andthiscombinationofspaceandsunnyweathermakesthesetworegionsidealforsolarpowergeneration.

ReadmoreNote(s):Spain;2023Source(s):REECapacityofthelargestsolarphotovoltaicpowerplantsinSpainasofMarch2023(inmegawatts)BiggestsolarPVpowerstationsinSpain2023CapacityinMW2000FranciscoPizarroSolarPVPark(Extremadura)NúñezdeBalboaSolarPVPark(Extremadura)MulaSolarFarm(Murcia)100300400500600590700500494CeclavinSolarPVPark(Extremadura)328SolarcenturyTalayuelaSolarPVPark(Extremadura)TalasolSolarPVPark(Extremadura)300300ValdecaballerosSolarPVPark1(Extremadura)CampanarioMegaSolarPlant(Castile-LaMancha)LaIslaSolarPVPark(Andalusia)264250183180BienvenidaSolarPVPark(Extremadura)20Description:AsofMarch2023,theFranciscoPizarroSolarPVPark,locatedintheautonomouscommunityofExtremadura,wasthelargestsolarphotovoltaicpowerplantlocatedinSpain,withapowercapacityof590megawatts.TheNúñezdeBalboasolarpark,alsolocatedinBadajoz,rankedsecondwithatotalcapacityof500megawatts.ReadmoreNote(s):Spain;March2023Source(s):GlobalData;AnnualelectricitygenerationfromsolarphotovoltaicpowerinSpainfrom2010to2023(ingigawatt-hours)ElectricitygenerationfromsolarPVSpain2010-202340,00035,00030,00025,00020,00015,00037,33227,90620,98115,3029,252201910,0005,00008,20220128,32720138,20820148,24420158,39820177,97720167,76620187,44120116,42320102020202120222023*21Description:From2010to2023,theelectricitygenerationfromsolarphotovoltaicinSpainexperiencedanupwardtrendreachingitshighestvaluein2023.Inthatyear,electricitygenerationfromsolarPVamountedtosome37.3gigawatt-hours.

ReadmoreNote(s):Spain;2010to2023Source(s):REEShareofphotovoltaicenergyoverthetotalelectricitygeneratedinSpainfrom2010to2023ShareofsolarPVoverthetotalpowergenerationinSpain202316%14%12%10%8%14%10.1%8.1%6.1%20206%3.5%20194%3.2%20173.1%20143.1%20153%3%3%2.9%20122.7%20112.2%20102%0%20132016201820212022202322Description:TheannualvolumeofphotovoltaicsolarenergyproducedasapercentageofthetotalelectricitygeneratedinSpainincreasedconsiderablyfrom2010to2023.In2023,thegenerationofphotovoltaicsolarenergyaccountedforroughly14percentofthetotalelectricitygenerationinSpain.ReadmoreNote(s):Spain;2010to2023Source(s):REEUtility-scalesolarphotovoltaicenergygeneratedinSpainin2023,byautonomouscommunity(ingigawatthours)Utility-scalesolarPVgenerationinSpain2023,byregionPowergenerationinGWh01,0002,0003,0004,0005,0006,0007,0008,0009,00010,000ExtremaduraCastile-LaManchaAndalusia9,1678,5118,470Aragon3,862CastileandLeónMurcia2,5892,292RegionofValenciaCatalonia642394385BalearicIslandsCanaryIslandsNavarre344296LaRiojaCommunityofMadrid14614523Description:In2023,theutility-scalesolarphotovoltaicgenerationofExtremaduraamountedto9.2terawatthours.ThiswastheautonomouscommunitywiththehighestsolarPVgenerationacrossSpain.ReadmoreNote(s):Spain;2023Source(s):REECHAPTER

04SolarthermalenergyCumulativesolarthermalpowercapacityinstalledinSpainfrom2009to2023(inmegawatts)SolarthermalpowercapacitySpain2009-20232,5002,0002,2992,2992,3042,3042,3042,3042,3042,3042,3042,3042,3041,9501,5009991,000500053223220092010201120122013201420152016201720182019202020212022202325Description:TheinstalledsolarthermalpowercapacityinSpainexperiencedanupwardtrendduringthelastdecade,peakingin2015with2.3gigawatts.Fromthatyearuntil2023theinstalledsolarthermalcapacityinthecountryhasremainedstable.ReadmoreNote(s):Spain;2009to2023Source(s):REESolarthermalpowercapacityinSpainin2023,byautonomouscommunity(inmegawatts)SolarthermalcapacitySpain2023,byregionInstalledpowerinMW60002004008001,0001,0001,200AndalusiaExtremaduraCastille-LaManchaRegionofValenciaMurcia8493495031Catalonia2426/statistics/1032453/installed-solar-thermal-power-capacity-by-autnomous-community-in-spainAsofendof2023,theinstalledcapacityofsolarthermalenergyinAndalusiaamountedtoathousandmegawatts.ThiswastheautonomouscommunitywiththehighestinstalledcapacityofthistypeofenergyacrossSpain,followedbyExtremadura.

ReadmoreNote(s):Spain;2023Source(s):REEAnnualelectricitygenerationfromsolarthermalpowerinSpainfrom2010to2023(ingigawatt-hours)SolarthermalpowerproductioninSpain2010-20236,0005,3485,1665,0855,0714,9595,0004,0003,0002,0001,00004,7064,6944,5384,4424,4244,1233,4471,86220116922010201220132014201520162017201820192020202120222023*27Description:From2010to2023,solarthermalelectricitygenerationinSpainexperiencedanupwardtrendreachingitshighestvaluein2017withmorethan5.3terawatt-hours.In2023,solarthermalpowergenerationamountedto4.6terawatt-hours.

ReadmoreNote(s):Spain;2010to2023Source(s):REEShareofsolarthermalenergyproducedoverthetotalelectricitygeneratedinSpainfrom2010to2023ShareofsolarthermalelectricitygenerationSpain20232.5%2%2%2.0%1.5%1.0%0.5%0.0%1.9%1.9%1.9%1.8%1.8%1.8%1.7%1.6%1.5%1.2%0.7%20110.2%201020122013201420152016201720182019202020212022202328Description:In2023,thegenerationofsolarthermalenergyaccountedforaround1.8percentofthetotalenergygeneratedinSpain.ThevolumeofsolarthermalenergyproducedasapercentageofthetotalenergygeneratedinSpainpeakedattwopercentin2017and2019.ReadmoreNote(s):Spain;2010to2023Source(s):REEThermalsolarenergygeneratedinSpainin2023,byautonomouscommunity(ingigawatthours)ThermalsolarpowergenerationbyautonomouscommunitySpain2023PowergenerationinGWh1,00005001,5002,0002,500AndalusiaExtremaduraCastilla-LaManchaRegionofValenciaCatalonia2,0981,8165839566Murcia3729Description:During2023,thesolarthermalgenerationofAndalusiaamountedtoapproximately2.1terawatthours.ThiswastheautonomouscommunitywiththehighestgenerationofthistypeofenergyacrossSpain,followedbyExtremadura.

ReadmoreNote(s):Spain;2023Source(s):REECHAPTER

05HydropowerCumulativehydropowercapacityinSpainfrom2010to2023(inmegawatts)HydropowercapacitySpain2010-202325,00020,00020,37420,38120,38520,39620,43120,43120,42620,42620,42917,33817,34117,34817,10717,11915,00010,0005,00002010201120122013201420152016201720182019202020212022202331Description:From2010to2023,theinstalledhydropowercapacityexperiencedanupwardtrend.In2023,hydropowercapacityinthecountrystoodatapproximately20.4gigawatts.

ReadmoreNote(s):Spain;2010to2023;IncludespumpedstorageSource(s):REEHydropowercapacityinSpainin2023,byautonomouscommunity(inmegawatts)HydropowercapacitySpain2023,byregionInstalledpowerinMW05001,0001,5002,0002,5003,0003,5004,0004,5005,000CastileandLeonGalicia4,3983,732ExtremaduraCatalonia2,2771,922Aragon1,334Asturias805Castile-LaManchaRegionofValenciaAndalusia651642623Navarre23817810999BasqueCountryCommunityofMadridCantabria32Description:Asofendof2023,theinstalledcapacityofhydropowerinCastileandLeonamountedtoapproximately4.4gigawatts.ThiswastheregionwiththelargesthydropowercapacityinSpain,followedbyGaliciaandExtremadura.

ReadmoreNote(s):Spain;2023Source(s):REECapacityofthelargesthydropowerplantsinSpainasofApril2023(inmegawatts)LargestoperatinghydropowerfacilitiesinSpain2023,bycapacityCapacityinmegawatts400

60002008001,0009571,2001,4001,6001,516LaMuela(RegionofValencia)Aldeadavila(CastileandLeón)JoseMOriol.Grupo(Extremadura)Villarino(CastileandLeón)Saucelle(CastileandLeón)Cedillo(Extremadura)1,243857520500SanEsteban(Galicia)451446EstanyGento-Sallente(Catalonia)TajoDeLaEncantada(Andalusia)Mequinenza(Aragon)36032433Description:LaMuela,locatedintheregionofValencia,isSpain'slargesthydropowerplant.Thehydropowerfacilitystartedoperationin1989andhasacapacityofover1.5gigawatts.Aldeadavila,locatedinCastileandLeón,issecondintherankingwithatotalcapacityof1.2gigawatts.ReadmoreNote(s):Spain;asofApril2023Source(s):GlobalData;AnnualelectricitygenerationfromhydropowerinSpainfrom2010to2023(ingigawatt-hours)HydroelectricitygenerationSpain2010-202345,00039,18240,00035,00936,11534,11735,00030,00025,00020,00015,00010,0005,000030,63230,09829,62628,38325,04125,27324,71918,45117,91115,94620102011201220132014201520162017201820192020202120222023*34Description:TheannualelectricitygenerationfromhydropowerinSpainstoodat25.3terawatt-hoursin2023.Duringtheperiodunderconsideration,hydroelectricitygenerationexperiencedfluctuationsandpeakedin2014withagenerationofapproximately39.2terawatt-hours.ReadmoreNote(s):Spain;2010to2023Source(s):REEShareofhydropowergenerationoverthetotalelectricitygeneratedinSpainfrom2010to2023ShareofthehydroelectricpowergenerationinSpain2010-202316%14.7%14.5%13.8%13.7%14%12%10%8%13.1%12.2%11.4%10.9%10.6%9.5%9.5%7.3%7%6.5%6%4%2%0%2010201120122013201420152016201720182019202020212022202335Description:In2023,thegenerationofhydropoweraccountedforroughly9.5percentofthetotalenergygeneratedinSpain.Theshareofhydropowergenerationpeakedin2014atalmost15percent.

ReadmoreNote(s):Spain;2010to2023;ExcludingpumpedstorageSource(s):REEHydropowerenergygeneratedinSpainin2023,byautonomouscommunity(ingigawatthours)HydropowerenergygenerationSpain2023,byautonomouscommunityPowergenerationinGWh3,000

4,00001,0002,0005,0006,0007,0008,0009,000GaliciaCastileandLeonCatalonia8,3646,5742,2892,2032,100ExtremaduraAragonAsturias1,472Castile-LaManchaRegionofValenciaNavarre613413389BasqueCountryCantabriaAndalusiaCommunityofMadrid2431781759136Description:In2023,GaliciawastheautonomouscommunitywiththehighesthydropowergenerationinSpain.CastileandLeonrankedsecondwithanhydropowergenerationthatamountedtoapproximately6.5terawatthours.ReadmoreNote(s):Spain;2023Source(s):REECHAPTER

06OutlookRenewableenergyconsumptiontargetsintheRenewableEnergyDirectiveintheEuropeanUnionfor2030,bysectorRenewableenergyconsumptiontargetsintheEU2030,bysectorSectorRenewable

consumption

targets42.5%renewablesOverall2030targetIndustry(until2030)H₂inindustry(in2030)Buildings(by2030)Transportation(by2030)H₂intransportation(2030)Annual1.6%increaseinrenewables42%ofgreenH₂49%renewables29%renewables5.5%advancedbiofuelsorRFNBOswith1%hydrogen38Description:In2023,theEuropeanUnionraiseditsrenewabletargetsfor2030toanoverallenergyconsumptionshareof42.5percentbythatyear.Buildingsareexpectedtoreachthehighestrenewableshare,withatargetof69percentofrenewables.Theindustrialsectorisexpectedtoincreaseitsrenewableconsumptionshareannuallyby1.6percent.ReadmoreNote(s):EU;2023Source(s):Council