Électricité et énergie
Renewable Energy Markets in 2025: Investment Boom, Grid Bottlenecks, and the Race to 2030
Renewable energy is no longer a niche transition story—it is a large-scale market reshaping electricity supply, capital flows, and industrial supply chains. Nearly 30% of global electricity now comes from renewables, up from 20% in 2011, while clean energy investment hit $2.1 trillion in 2024. Yet the market is not scaling smoothly: supply chain imbalances, permitting delays, aging grids, and policy uncertainty are becoming the main constraints on growth. This article will examine the hidden economic logic behind the renewables boom, including why solar and wind are winning on cost, where bottlenecks are shifting from generation to infrastructure, and how the race to 2030 may determine whether net-zero goals remain credible.