S TATISTICAL F ACTSHEET Geopolitics and Italian Foreign Policy in the Age of Renewable Energies Istituto Affari Internazionali – June 2020 A project supported by the Ministry of Foreign Affairs and International Cooperation of Italy and Enel Green Power This project (including leaflets, websites, publications, posters, etc.) has been realised thanks to a contribution by the Ministry of Foreign Affairs and International Cooperation of Italy under conditions set by Article 23-bis (DPR 18/1967) Opinions expressed in this report are exclusively those of the authors and do not necessarily coincide with the official position of the Ministry of Foreign Affairs and International Cooperation of Italy.
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STATISTICAL FACTSHEETGeopolitics and Italian Foreign Policy in the Age of Renewable Energies
Istituto Affari Internazionali – June 2020A project supported by the Ministry of Foreign Affairs and International Cooperation of Italy and Enel Green Power
This project (including leaflets, websites, publications, posters, etc.) has been realised thanks to a contribution by the Ministry of Foreign Affairs and International
Cooperation of Italy under conditions set by Article 23-bis (DPR 18/1967)
Opinions expressed in this report are exclusively those of the authors and do not necessarily coincide with the official position of the Ministry of Foreign Affairs and International Cooperation of Italy.
2
SECTION 1GLOBAL RES VALUE CHAINS
AND CRITICAL MATERIALS
71.4%
28.6%
China ROW
3
11.4
7.9 7.67.0 6.9 6.8
4.33.6 3.5
3.1
0
2
4
6
8
10
12
Solar PV Manufacturing (2018)
Top 10 Manufacturers in 2018
Graphs by IAISources: GWEC, IHS Markit
Market share – China vs ROW (2018)
mill
ion
so
f ki
low
att
4
Solar PV Cell/Module Manufacturing by Country
(historical 2005-2018 and estimate for 2019)
Source: European Commission
5
9.68.8
8.37.4
5.8
4.5
2.1 2.0 1.7 1.5
0
2
4
6
8
10
1237%
45%
10%
8%
China EU United States Others/N.A.
Market share (2018 est.)
Top 10 Manufacturers in 2019
Graphs by IAISources: BNEF (2019), GWEC (2018)
Wind Turbine Manufacturing (2018/2019)
giga
wat
ts
6
European trade balance in key renewable energy
technologies (2015)
Sources: European Commission based on UN COMTRADE data
7
Polysilicon, PV cell and module net trade in selected
countries (2016)
Source: Sandor, CEMAC
8
Key materials for batteries (2017) – production
Source: CEMAC
9
Chile51%
Australia16%
Argentina10%
China6%
United States4%
Canada2%
Zimbabwe1%
ROW10%
Lithium reserves by country (2019)
Graph by IAIData: USGS
10
DRC51%
Australia17%
Cuba7%
Philippines4%
Russia4%
Canada3%
Madagascar2% ROW
12%
Cobalt reserves by country (2019)
Graph by IAIData: USGS
11
Nickel reserves by country (2019)
Graph by IAIData: USGS
Indonesia24%
Australia23%
Brazil12%
Russia8%
Cuba6%
Philippines5%
China3%
ROW19%
12
Manganese reserves by country (2018)
Graph by IAIData: USGS
South Africa30%
Ukraine18%Brazil
15%
Australia13%
Gabon9%
China7%
India4%
ROW4%
13
Molybdenum reserves by country (2019)
Graph by IAIData: USGS
China49%
United States16%
Peru14%
Chile8%
Russia6%
Turkey4%
Mongolia1%
ROW2%
14
Rare earth reserves by country (2019)
Graph by IAIData: USGS
China37%
Brazil18%
Vietnam18%
Russia10%
India6%
Australia3% ROW
8%
15
SECTION 2ITALY’S POSITION IN KEY
RENEWABLE ENERGY INDICATORS
CONTENTS
16
❑ Employment
❑ Turnover
❑ Solar PV – capacity and production
❑ Wind – capacity and production
❑ Biofuel
❑ Geothermal
❑ Solar thermal
❑ Hydropower – capacity and production
❑ Biomass
❑ Biogas – total energy and heat
❑ Heat pumps
❑ % of RES in
❑ RES components – trade balance & revealed comparative advantage
Employment distribution by RES sector – Italy (2018)
17
Heat pumps 37600
Biomass 24400Hydro 17300
PV 11400
Biofuels 8500
Biogas8400
Wind8100
Waste 2400 Geothermal 2200Solar thermal 1100
✓ Heat pumps and biomass account for 51% of RES employment in Italy✓ At the moment only 16% of RES jobs in Italy are in the solar PV & wind sectors