2022-06-27-KPMG_Global-Plugged_In_42页_2mb

报告摘要

Plugged In Magazine Summary

Industry Challenges

Geopolitical and Supply Chain Risks: Energy sector faces division into blocs post-Ukraine war; countries reliant on fossil fuels must accelerate decarbonization.
Investment Risks: High costs to achieve net zero aim, France and nuclear focus.
Cybersecurity Risks: Extensive attack surfaces due to IoT and digitization, urgent need for robust defenses.
Distribution Risks: Declining P&U revenues with distributed renewable grid leading to decentralization.
Climate Change Risks: Aging infrastructure vulnerable to wildfires, floods, etc.
Talent Risks: Attracting new workforce with purpose-driven roles essential.
Cost Risks: Inflationary pressures on fossil fuels hit profitability; renewables expansion expensive.

From Globalism to National Security

The war in Ukraine has escalated energy security concerns and forced rapid diversification.
Regulatory frameworks like EU’s RePowerEU plan push for renewables and energy efficiency.
Critical mineral demand rises with increasing electrification.
Companies must identify risks, model scenarios, and secure alternative energy sources.

ESG and Cyber Security Are Two Sides of the Same Coin

Grid decentralization and digitization bring vulnerabilities;
Robust cyber protocols are essential to maintain trust in renewable infrastructure.
Regulatory compliance and transparent cyber reporting vital for accelerating adoption of green energy by businesses and governments.

Building Resilience

Integrated framework necessary to combat natural and operational threats.
Utilizing technology like AI, IoT, VR/AR for threat simulation and monitoring.
Cultural change needed to improve workforce flexibility and technology adoption.

Summary

The shift to renewable energy faces significant but not insurmountable challenges—from geopolitical instability, cybersecurity threats, and infrastructure aging to the need for talent and compliance alignment. Building resilience requires a multi-pronged approach, integrating technology, regulatory adherence, preparedness drills, and strategic workforce planning. Recommendations prioritize proactive cyber measures, scenario planning, diversification strategies, and skill development to maintain grid stability and maximize renewable adoption.

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