构建未来输电网络

Strategies to navigate supplychain challenges INTERNATIONAL ENERGYAGENCY The IEA examines the fullspectrumof energy issuesincluding oil, gas andcoal supply anddemand, renewableenergy technologies,electricity markets,energy efficiency,access to energy,demand sidemanagement and muchmore. Through its work,the IEA advocatespolicies that will enhancethe reliability,affordability andsustainability of energyin its32Member countries,13Association countriesand beyond. IEAAssociationcountries: IEAMembercountries: AustraliaAustriaBelgiumCanadaCzech RepublicDenmarkEstoniaFinlandFranceGermanyGreeceHungaryIrelandItalyJapanKoreaLatviaLithuaniaLuxembourgMexicoNetherlandsNew ZealandNorwayPolandPortugalSlovak RepublicSpainSwedenSwitzerlandRepublic of TürkiyeUnited KingdomUnited States ArgentinaBrazilChinaEgyptIndiaIndonesiaKenyaMoroccoSenegalSingaporeSouth AfricaThailandUkraine This publication and any mapincluded herein are withoutprejudice to the status of orsovereignty over any territory,to the delimitation ofinternational frontiers andboundaries and to the nameof any territory, city or area. The EuropeanCommission alsoparticipates in thework of the IEA Source: IEA.International Energy AgencyWebsite: www.iea.org Abstract Theurgency to expand and modernise the electricity transmission networkinfrastructure around the world is putting pressure on supply chains. Thisreport explores the evolving landscape of investment in electricitytransmissionnetworks and key trends related to the supply chain of keycomponents.Based on a survey of industry stakeholders in 2024 by theInternationalEnergy Agency(IEA),it provides insights into how increasinginfrastructure needs are affecting prices of components, lead times and relatedmarket dynamics. Building on the analysisElectricity Grids and Secure Energy Transitions, thisreport identifies actionable strategies to address challenges related to the supplychain for grid infrastructure, with a focus on transmission lines with voltages thatexceed 66 kilovolts. It highlights growing constraints in the supply chain, the needforlong-term procurement mechanisms,and the importance of coordinatedplanning to ensure timely infrastructure development. The findings serve as aguide for policymakers, regulators and industry leaders to navigate the complexlandscape of transmission expansion and modernisation in the clean energytransition. Thisdocument was developed under the Regulatory Energy TransitionAccelerator (RETA) initiative, which aims to enhance the capacity of regulators toincrease the speed of clean energy transitions. Acknowledgements, contributorsand credits The study was prepared by the Energy Investment Unit (EIU) in the Directorate ofthe Office of the Chief Energy Economist (OCEE) in cooperation with otherdirectorates and offices of the International Energy Agency (IEA). The principal author of this report is Alana Rawlins Bilbao, Energy InvestmentAnalyst, who designed and directed the report together with Tim Gould, ChiefEnergy Economist. Other valuable contributions were made by Esra BozkirBroekman, Michael Drtil, Musa Erdogan, Eric Fabozzi, Zoe Hemez, Pablo Hevia-Koch, Rena Kuwahata, Peter Levi, Uwe Remme, Cecilia Tam and Floris VanDedem. Eleni Tsoukala provided essential support. Debra Justus provided copy-editing for the report. Thanks goes to the IEA’sCommunications and Digital Office for their help in producing the report andwebsite materials, particularly to Jethro Mullen, Poeli Bojorquez, Astrid Dumond,Liv Gaunt and Clara Vallois. This report benefited greatly from stakeholder discussions from key experts: KETRACO Harrison S. SunguAymeric AndreMichael YongMichal KawalecYann FromontVijay ShindeSyuuji MayamaGavin KnottUlrik StridbækEgehan GürbüzLuca Pellizzari NexansNKTPolskie Sieci ElektroenergetyczneSchneider ElectricSiemens EnergySumitomo ElectricOfgemØrstedTEİAŞTerna Table of contents Executive summary................................................................................................................. 7Chapter 1: Grids in the Age of Electricity.............................................................................. 11Transmission grids as the key to clean, electrified and secure energy systems.............. 11The pressing need to modernise aging infrastructure while driving expansion................ 12The role of transmission in clean energy transitions......................................................... 14Chapter 2: Transmission supply chains under strain ........................................................... 19The surge in global demand for transmission capacity is shaping the supply chainlandscape .......................................................................................................................... 19Increasing prices for key components............................................................................... 24Rising lead times and record-high order backlogs...........................................