助力清洁公正的能源转型报告

reproduced in part for non-commercialpurposes, with full attribution. Unless otherwisestated, material in this publication may be freelyused, shared, copied, reproduced, printed, and/or stored, provided that appropriate credit isgiven to the author organizations as thesource(s) and copyright holders. Material in thispublication that is attributed to third parties maybe subject to separate terms of use andrestrictions, and appropriate permissions fromthese third parties may need to be securedbefore any use of such material. Roberta Cox, Marcela Ruas, Ramon Fiestas andGustavo Ferreira (GWEC), Augusto Mello,Juliana Viana, Karina Ribeiro, Leticia Vaghette,Claudia Pereira, Thatiana Fernandez, RaimondDasalla, Tugce Sahin and Roberta Donkin(ERM). Disclaimer Published This publication and the material herein areprovided “as is.” All reasonable precautionshave been taken by the copyright holders toverify the reliability of the material in thispublication. However, neither GWEC nor ERM- nor any of their officials, agents, data, or otherthird-party content providers - make anywarranties, expressed or implied. They acceptno responsibility or liability for anyconsequences resulting from the use of thispublication or its contents. 14 November 2025 Cover imageCourtesy of Mingyang Smart Energy Group DesignLemonbox www.lemonbox.co.uk Local content contributors were Jimena Hazaand Andrea Carrillo (Mexico), Diego Suarezand Alejandro Duarte (Colombia), MartinaArtaza, Miguel Sainz and Ulises Gonzalez(Argentina) from the ERM team and DanKyle-Spearman, Peter Mazurenko and CarolinaDe Mas from Magenta Renewables for the Chilecase study. Content attributed to third-party sources maybe subject to separate usage terms andrestrictions. Prior authorization from therespective third parties may be required beforeany use, reproduction, or distribution of suchmaterial. The information contained herein does notnecessarily reflect the views of all GWECmembers and its constituent associations. Thedesignations employed and the presentation ofmaterial herein do not imply any opinion byGWEC or ERM on the legal status of any region,country, territory, city, or area, or of itsauthorities, nor concerning the delimitation offrontiers or boundaries. The authors wish to thank Eliane Choquette,Dylan Mitchell, and Carsten Brinck(Brinckmann) for providing additional content intheir selected areas of expertise. AcknowledgmentsThis report was produced by the Global Wind Energy Council and co-authored by ERM. This document is protected by copyright. Itscontent, including text and graphics, may be The lead authors of this report were Feng Zhao, Table of Contents Foreword Executive summary Chapter 2:Deep dive into the Lac wind supply chain23Overview24Turbine nacelle assembly26Key components29Offshore balance of plant45Offshore wind enablers51Critical materials57 Chapter3: Case studies65Brazil66Mexico76Chile82Colombia89Argentina95 Clarification Notes to Reader Definition of the regionLatin America and the Caribbean (LAC) refer to the Latin American and the Caribbean region, whichcovers an extensive region, extending from TheBahamas and Mexico to Argentina and Chile.According to the United Nations, there are 33countries in this region. Appendix107 Definition of the target marketsAlthough supply chain evaluations and stakeholder consultations were conducted across each LACmarket for this study, dedicated case studies weredeveloped for five target countries includingArgentina, Brazil, Chile, Colombia and Mexico. Thanks to its excellent renewableenergy resources, the LAC regionhas the potential to play anoutsized role in the global energytransition. LAC needs to doubleits share of wind energy installedcapacity by 2030 just to keep onthe path of the NDC’s, with 16 of33 countries pledging to reachnet zero emissions by mid-century or earlier. Most have alsopresented updated andincreasingly ambitious climatetargets tied to the Paris ClimateAgreement. At COP28, almost 200 nationsagreed a global goal to triplerenewable energy capacity by2030 and recognised wind poweras a key technology to mitigateclimate change. The report“Delivering on the UAEConsensus,” published ahead ofCOP30 in Belem, Brazil, byIRENA and the Global RenewableAlliance, shows that despite arecord 582 GW of newrenewable capacity being addedin 2024, the current pace ofgrowth is not enough to achievethe tripling ambition. Withrenewables making up 92.5% ofall new electricity capacityadditions in 2024, it is clear thatthe energy transition isirreversible, despite it currentlybeing concentrated in Asia,Europe and North America. navigate short-term challengesthroughout the value chain, fromnacelles to components tomaterials. It also recommendssolutions to address those painpoints, and demonstrates theenormous offshore windopportunities in this region, withdifferent strengths and transitionindustries across five case studymarkets highlighted. Expansion inthese areas can unlock this