电力人民币，怎样终结美元霸权？

Group 1 - The core point of the article is the launch of the world's largest hydropower project, the Yarlung Tsangpo River cascade power station, which is expected to generate an annual output exceeding 300 billion kilowatt-hours, surpassing the Three Gorges Dam [1] - In 2024, China is set to add 24 GW of new power generation capacity overseas, with 52% coming from renewable energy sources, establishing a significant "power output belt" across Asia, Africa, and Latin America [1] - China is promoting a new energy cooperation model in Belt and Road countries, utilizing RMB for pricing and settlement, as exemplified by a 500 MW wind power agreement with Uzbekistan that operates entirely in RMB [3] Group 2 - The concept of "electricity RMB" is proposed as a potential new anchor currency, leveraging the global demand for electricity as a necessity, especially as countries seek alternatives to oil [5][6] - Historical comparisons are made to the use of salt as a backing for currency in early China, suggesting that a stable electricity pricing system could provide a similar backing for the RMB [6][8] - The International Energy Agency (IEA) projects that global electric vehicle sales will exceed 17 million units in 2024, indicating a growing demand for electricity that could support the "electricity RMB" concept [8] Group 3 - The "electricity RMB" strategy is gaining traction in countries that are looking to avoid the dominance of the US dollar, as seen in projects like the 200 MW rooftop solar installation in Laos, which allows for direct RMB transactions [10][13] - The strategy is particularly appealing to developing nations that face high costs and volatility associated with dollar transactions, as RMB transactions offer lower interest rates and reduced fees [16][17] - The article discusses the potential for the "electricity RMB" to grow in a fragmented and decentralized world, where countries seek alternatives to the centralized dollar system [22][23] Group 4 - The article highlights the competitive landscape, noting that the US has begun to respond to China's initiatives with policies like the Inflation Reduction Act, which aims to protect its own energy market [24][26] - China's advantages in the energy sector include a complete supply chain and lower costs for renewable energy projects, making it an attractive partner for developing countries [27][30] - The ability of Chinese companies to operate in challenging environments gives them a competitive edge over US firms, as demonstrated by successful projects in Angola and Myanmar [31][33] Group 5 - The potential shift from a dollar-dominated system to an "electricity RMB" framework could significantly alter global financial dynamics, reducing reliance on the dollar and allowing for more stable pricing in RMB [34][39] - The article posits that as renewable energy becomes cheaper than oil, the foundations of the dollar's dominance could be undermined, leading to a new era of currency dynamics [40][41] - Ultimately, the success of the "electricity RMB" could empower Chinese manufacturers and workers, allowing them to benefit more directly from their labor without the constraints of dollar fluctuations [42]