“新石油”有望改写能源版图

Core Viewpoint - The successful completion of the world's first green ship fuel ammonia refueling operation in Dalian marks a significant step towards the era of "new oil," which refers to renewable energy sources like green hydrogen, green ammonia, and biofuels that can replace fossil fuels [1][2]. Group 1: New Energy Development - The green ammonia used in the operation comes from the world's largest green hydrogen project developed by Envision Energy in Inner Mongolia, demonstrating the feasibility of an end-to-end green ammonia supply chain [1]. - The term "new oil" encompasses renewable energy sources produced from renewable electricity, including green hydrogen, green ammonia, green methanol, and biofuels, which are seen as key options for ensuring energy security and sustainable development [2]. Group 2: Competitive Advantages - "New oil" has a relatively high energy density, making it suitable for industries like aviation and shipping, and is produced using renewable energy, aligning with global low-carbon development goals [2]. - The availability of raw materials for producing "new oil" is abundant, with hydrogen generated through water electrolysis and ammonia synthesized from nitrogen and hydrogen [2]. Group 3: Global Energy Landscape - The rise of "new oil" is expected to reshape the global energy landscape, allowing countries to reduce dependence on specific fossil fuel regions and utilize local renewable resources for production [2][3]. - China is positioned as a leader in the "new oil" sector, with significant investments in green hydrogen and ammonia projects, and is developing smart power systems to stabilize production from variable renewable energy sources [3]. Group 4: Challenges Ahead - Despite the momentum, challenges remain, including the high cost of green hydrogen, the need for improved infrastructure, and the lack of unified international standards, which complicate trade and application [3]. - Continuous innovation and strategic investment are necessary to enhance the supply and application capabilities of "new oil" and to foster international cooperation [4].