南美洲区域能源转型展望（英）2025

© IRENA 2025 Unless otherwise stated, material in this publication may be freely used, shared, copied, reproduced, printed and/or stored, providedthat appropriate acknowledgement is given of IRENA as the source and copyright holder. Material in this publication that is attributed ISBN: 978-92-9260-658-9 Citation:IRENA (2025),Regional energy transition outlook: South America, International Renewable Energy Agency, About IRENA TheInternational Renewable Energy Agency(IRENA)is an intergovernmental organisation that supportscountries in their transition to a sustainable energy future, and serves as the principal platform for internationalco-operation, a centre of excellence, and a repository of policy, technology, resource and financial knowledge Acknowledgements The report was led by Ricardo Gorini, under the guidance of Norela Constantinescu and Ute Collier. The lead authors were: Krisly Guerra, Seán Collins, Hannah Sofia Guinto, Diala Hawila, Bishal Parajuli and Gondia SokhnaSeck (IRENA); Juliana Marreco, Pablo Rimancus and Sabina Tribenti (consultants). Substantive contributions and analysis were provided by:Assiya Hasni, Rodrigo Leme, Milenko Matosic Suárez, andYuan Sun (IRENA); Melda Jabbour, Stuti Piya and María Vicente García (consultants). The authors wish to thank the Inter-American Development Bank (IDB) for its support in facilitating the power sectormodelling of the region in PLEXOS, Juan Roberto Paredes (IDB) for the assistance in engagement activities and report Internal review, inputs and contributions were provided by: Francisco Gafaro, Paul Komor, Larissa Pupo Nogueira, ErickRuiz Araya, Danial Saleem and James Walker (IRENA); Chun Sheng Goh (ex-IRENA). Engagement support, inputs andreport review were provided by José Torón and Camilo Ramírez Isaza (CEP). Crucial for the RETO South America was the high level of engagement with the countries of the region, their nationalrepresentatives and technical staff of institutions and associations, who provided feedback and external review at different IRENA also appreciates the contributions, support and participation in workshops of the regional organisms OLADE andECLAC, and regional blocks SIESUR and SINEA. Editorial co-ordination and production were provided by Francis Field and Stephanie Clarke. Administrative support wasprovided by Ling Ling Federhen. The report was edited by Jonathan Gorvett and Stefanie Durbin, with design by Nacho Sanz. IRENA is grateful for the funding support of the European Commission for this report. For further information or to provide feedback:publications@irena.org This report is available for download:www.irena.org/publications Disclaimer This publication and the material herein are provided “as is”. All reasonable precautions have been taken by IRENA to verify the reliability of the materialin this publication. However, neither IRENA nor any of its officials, agents, data or other third-party content providers provides a warranty of any kind, The information contained herein does not necessarily represent the views of all Members of IRENA. The mention of specific companies or certainprojects or products does not imply that they are endorsed or recommended by IRENA in preference to others of a similar nature that are not mentioned.The designations employed and the presentation of material herein do not imply the expression of any opinion on the part of IRENA concerning the legal EXECUTIVE SUMMARY In South America, there are five main drivers behind the energy transition: economic opportunity, innovationand competitiveness, geopolitical dynamics, climate change mitigation, and the pursuit of social and The energy transition in South America is robust and consistent, presenting a great opportunity for In United States dollar (USD) terms, the world needs USD 150 trillion of investment in the energytransition over the next 25 years, if it is to meet the Paris Agreement’s 1.5°C target. South Americaalone needs around USD 500 billion of investment in projects and expenditure in goods for end-use applications each year over that period, if it is to achieve that goal.Yet, despite this high cost, Under the DES, by 2050, the energy transition is expected to create more than 12 million jobs in theSouth American energy sector. In addition, the region is expected to improve its gross domesticproduct (GDP) by an additional 1.1% on average each year over the 2023-2050 period, comparedto the Planned Energy Scenario (PES) – the International Renewable Energy Agency's primary The energy transition also offers opportunities to strengthen and diversify local supply chains acrossSouth America. This would enable regional countries to capture more value-added from domesticmanufacturing and from the local provision of services. These services would be in areas such as While employment in oil and gas production declines, new jobs in transition-related sectors, suchas renewable energy, energy efficiency, grids and grid-