欧晰析咨询（OC&C）：2024年能源转型投资机遇报告（英文版）

Investment is increasing: Global investment in the energy transition has increased rapidly, nearly doubling from 2019 to 2022, largely due to technological advances and increased policy support  Investment targets are changing: – Total investment in generation has exceeded investment in consumption historically. However, investment in consumption surpassed generation for the first time in 2022 due to outpacing generation investment growth historically (31% vs 10% CAGR ’16-’22) – Investment in t