BreakthroughEnergy：2023清洁能源转型现状报告加快清洁工业革命（英文版）（131页）.pdf

1、State of the Transition 2023breakthroughenergy.org/transitionFor the full interactive experience,please visit our report microsite.Unless otherwise noted,every company mentioned is one that Breakthrough Energy Ventures the venture capital arm of Breakthrough Energy has invested in.ForewordRead a mes

2、sage from our founder,Bill Gates,about the state of the energy transition and why hes optimistic about the road ahead.Bill GatesFor me,2023 was a year of climate dissonance.On one hand,every week seemed to bring another once-in-a-century natural disaster fires in Greece and Maui,deadly heat waves in

3、 India,a drought in Kenya,the sky turning orange in New York and still,the world pumped more greenhouse gases(GHGs)into the atmosphere than in any year prior.On the other hand,the year left me feeling more hopeful than at any point in my two decades of working to confront climate change.Why?One word

4、:Innovation.The State of theClean Energy TransitionInstead,the world had coalesced around two strategies for reducing GHG emissions.The first was just asking everyone to do less.Build less.Fly less.Drive less.Buy less.Not being wasteful is very important,but getting the entire world to pull back on

5、the realities of modern life is not an effective or fair strategy to address climate change.This is especially true for those who dont have enough to begin with as they often have done the least to contribute to the climate crisis and are struggling to increase basic living standards for their famil

6、ies and communities.The second strategy was to rely on the limited number of clean electricity technologies we had back then,like wind turbines and solar panels.But electricity only accounts for about a quarter of all GHG emissions.The rest come from factories smelting coal to make steel,farmers lay