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AfrElec                                       COMMENTARY                                              AfrElec




       Green energy grows during





       lockdown, but not by enough






       Solar and wind output grew 14% during lockdown, but the expansion is
       too slow to meet the Paris Agreement goals, writes Richard Lockhart




        GLOBAL           WIND and solar now accounts for 9.8% of  US and the EU, with falls of 31% and 32%
                         the world’s electricity, after rapid expansion in  respectively.
       WHAT:             the first half of 2020 despite the coronavirus   China’s coal generation diminished by only
       Solar and wind now   (COVID-19) lockdown.              2%, meaning its share of global coal generation
       accounts for 9.8% of   A recent report from UK think-tank Ember  rose to 54% so far this year, up from 50% in 2019
       global power output  notes that wind and solar have quickly increased  and 44% in 2015.
                         to become a major source of electricity, and are   Looking back over five years, wind and solar
       WHY:              successfully reducing coal burn throughout the  have captured a five percentage point market
       Coal saw a notable   world.                            share from coal since 2015.
       decline, and wind and   Global power demand shrank by 3% during   Coal’s share contracted from 37.9% in 2015
       solar proved resilient   the first six months of 2020 because of corona-  to 33% in the first half of 2020, as wind and solar
       during lockdown   virus, and the report found that wind and solar  grew from 4.6% to 9.8%.
                         generation rose 14% year on year in the first half   India’s change was even more dramatic: wind
       WHAT NEXT:        of 2020, generating 9.8% of global electricity, up  and solar’s share rose from 3% of total genera-
       Coal power output must   from 8.1% in 2019 and 4.6% in 2015.  tion in 2015 to 10% in the first half of 2020; at
       fall by 13% every year   The report looked at 48 countries, account-  the same time, coal’s share fell from 77% to 68%.
       to meet the 1.5 degree   ing for 83% of global generation, where wind and   Indeed, for the first time, the world’s coal fleet
       goals, but the decline was   solar generation rose from 992 TWh in 2019 to  has run at less than half of its capacity so far in
       only 8.3%         1,129 TWh the first six months of 2020.  2020.
                           Crucially, wind and solar generated almost as
                         much CO2-free power as nuclear power plants  No fast enough
                         (NPPs), which generated 10.5% of global elec-  However, although the fall is welcome, the
                         tricity in H1-2020, and whose share remained  decrease of 8.3% in coal generation is not enough
                         unchanged from 2019.                 to meet the 2015 Paris Agreement targets.
                                                               The report warned that the global electricity
                         League table                         transition is off-track for 1.5 degrees. Coal needs
                         In terms of countries, most of the world’s lead-  to fall by 13% every year this decade, and even
                         ing generators beat the global average of 9.8%.  in the face of a global pandemic coal generation
                         These include: China (10%); the US (12%); India  has only reduced 8% in the first half of 2020.
                         (10%); Japan (10%); Brazil (10%) and Turkey   The IPCC’s 1.5 degree scenarios show coal
                         (13%).                               needs to decline to just 6% of global generation
                           The EU average was 21%, with Germany top-  by 2030, from 33% in H1-2020. The IPCC shows
                         ping the list at 42%. Elsewhere in Europe, the UK  in all scenarios most of coal’s replacement is
                         was the leader with 33% of electricity coming  through wind and solar.
                         from solar and wind.                  “Countries across the world are now on the
                           Russia was a notable laggard, with just 0.2% of  same path – building wind turbines and solar
                         its electricity being derived from wind and solar.  panels to replace electricity from coal and
                           Alongside the rise of solar and wind, coal was  gas-fired power plants. But to keep a chance
                         the major loser between January and June.  of limiting climate change to 1.5 degrees, coal
                           Global coal generation fell 8.3% y/y, way  generation needs to fall by 13% every year this
                         above the 3% decrease seen in 2019, which in  decade.
                         itself had been a record drop.        “The fact that, during a global pandemic,
                           The report found that although 70% of coal’s  coal generation has still only fallen by 8% shows
                         fall can be attributed to lower electricity demand  just how far off-track we still are. We have the
                         because of COVID-19, 30% can be attributed to  solution, it’s working; it’s just not happening fast
                         increased wind and solar generation.  enough.”
                           Global power demand fell by 3% in H1-2020
                         because of COVID-19.                 Country analysis
                           The race to reduce coal is being led by the  With China now accounting for 54% of global



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