行业研究报告

高盛-关税、去全球化和减碳的成本(英)-2025

2025-05环境与能源49高盛

Note: The following is a redacted version of the original report published February 25, 2024 [52 pages]. EQUITY RESEARCH | 25 February 2025 | 5:21AM CET Tariffs, deglobalization and the cost of decarbonization

报告摘要

Note: The following is a redacted version of the original report published February 25, 2024 [52 pages]. EQUITY RESEARCH | 25 February 2025 | 5:21AM CET Tariffs, deglobalization and the cost of decarbonization

报告信息

文件全名
高盛-关税、去全球化和减碳的成本(英)-2025-49页.pdf
适合读者
战略规划行业研究员
核心数据
  1. the lower half of the cost curve moves down on average by 7% yoy. However, more-expensive technologies in hard-to-abate
  2. cumulative 45% decline for the lower 50% of the cost curve since 2019.
  3. decarbonizing passenger transport and the cost of solar paired with battery storage by 30%+.
  4. Standalone solar power generation costs have fallen 12% yoy, while biofuels have become 40%
  5. Deglobalization could add 30% to decarbonization
核心议题
LNG

常见问题

《高盛-关税、去全球化和减碳的成本(英)-2025》主要包含哪些内容?

Note: The following is a redacted version of the original report published February 25, 2024 [52 pages]. EQUITY RESEARCH | 25 February 2025 | 5:21AM CET Tariffs, deglobalization and the cost of decarbonization核心数据:the lower half of the cost curve moves down on average by 7% yoy. However, more-expensive technologies in hard-to-abate;cumulative 45% decline for the lower 50% of the cost curve since 2019.;decarbonizing passenger transport and the cost of solar paired with battery storage by 30%+.。

这份报告由哪家机构发布?

本报告由高盛发布,发布于 2025 年。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 49。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了LNG等议题。

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