从蓝图到现实：共享能源基础设施的更强有力商业理由

L E A R N I N G SF R O M T R A N S I T I O N I N G W H I T EP A P E R Images:Getty Images Contents Foreword Executive summary 1Introduction: clusters as engines of industrial transformation 1.1The state of play for industrial transformation1.2Making the case for low-carbon industrial clusters 2Cluster approach: multiple benefits for low-carbon projects 2.1What we can learn from select low-carbon clusters2.2Financing benefits of low-carbon clusters 3Viable pathways for heavy industry’s transition through industrial clusters 3.1Government-enabled financing3.2Public capital-led financing 4Conclusion and way forward35 4.1Drivers of success35 Appendix Contributors Endnotes Disclaimer This document is published by theWorld Economic Forum as a contributionto a project, insight area or interaction.The findings, interpretations andconclusions expressed herein are a resultof a collaborative process facilitated and ©2026 World Economic Forum. All rightsreserved. No part of this publication maybe reproduced or transmitted in any formor by any means, including photocopying Foreword John ColasPartner; Vice-Chairman,Financial Services, Americas,Oliver Wyman Group (Marsh) Roberto BoccaHead, Centre for Energy andMaterials; Member of the Matthew BlakeManaging Director, World A global industrial transformation is underway.Energy consumption is rising, especially inemerging economies, while shifting geopoliticsare, in many regions, pushing energy securityand competitiveness up corporate and politicalagendas. The mix and supply of renewable energyare increasing, but this is still not enough to meet Forum’s Transitioning Industrial Clusters (TIC) initiative– come in. By aggregating demand and supply,sharing infrastructure and coordinating investmentin a defined geography, clusters make industrial Since its launch at COP26, the TIC initiative hasgrown into a global community of clusters with an estimated 877 million tonnes of CO2e abatementpotential, contributing $508 billion to global GDPand supporting 4.6 million jobs.² One of the first TICsignatory clusters, HyNet North West in the United Kingdom, has reached final investment decision forits CO2transport and storage system – a milestonethat provides a reference point for financing shared Hard-to-abate sectors such as aluminium, cement,steel, chemicals, aviation, shipping and truckingare the backbone of growth, jobs and trade – andwill remain so in any future economy. To staycompetitive, these industries need to transition inways that cut emissions while enhancing long-term This report aims to capture and share some ofthese emerging success stories. It distils lessonson how to organize clusters, structure risk-sharingand finance shared infrastructure in ways thatalign policy and private investment. The intentionis to offer a practical resource for policy-makers, Closing this gap will take more than stand-aloneprojects; it requires systemic innovation in howindustries, value chains, governments and financiersalign and deliver together. This is where well-organized Executive summary Industrial transformation in energyecosystems is a powerful driver of Unlocking the next stage of industrial transformationin energy ecosystems is critical for enhancing thecompetitiveness of domestic industries, protectingexisting jobs and generating new employmentopportunities in the growing clean technologysector. Realizing this potential will require innovative Learning and development: –Promoting innovation and knowledge sharing,facilitating cross-organization research to Building on these lessons, the report identifiesfour drivers of success for financing shared The industrial cluster model, where co-locatedcompanies across multiple sectors and publicinstitutions collaborate around low-carbon projectsand shared solutions, offers a powerful pathwayfor transformation. This report highlights models forleading industrial clusters – chosen because they For industry: 1.Establish a cluster administrator:Centralizecoordination of permitting, project origination,financial management and stakeholder 2.Pool resources and future-proofinfrastructure investment:Leverage jointprocurement and co-investment in sharedassets (e.g. pipelines, storage, grid connections) It outlines how industrial clusters can advantageouslyposition low-carbon projects through: 3.Continue establishing strong offtakeagreements:To guarantee commercial viabilityat the operational stage, structure durablecontracts between suppliers and offtakers Market and policy set-up: –Garnering institutional support, with governmentsincreasingly providing targeted policies Technical development: –Sharing infrastructure such as pipelines orstorage, lowering unit capital expenditure and For government: 4.Use public capital to deploy phase-appropriate financial instruments:Localand national governments could considersequencing tools such as guarantees andrevenue stabilization mechanisms across –Centraliz