中国为什么要疯狂发展绿电？仅仅是因为我们没石油么？

Core Viewpoint - China is aggressively developing green energy not solely due to oil scarcity but to establish a new commercial logic and lead a global energy revolution [3][9]. Investment in Green Energy - In 2024, China's clean energy investment is projected to reach $675 billion, accounting for 34% of global investment, maintaining its position as the world's largest investor in this sector [1]. - The investment in the energy sector during the "14th Five-Year Plan" period exceeded 15 trillion yuan, with over 60% allocated to green energy [1]. Energy Supply and Strategy - China's oil supply system is mature, with strong ties to major oil-producing countries, reducing the risk of supply disruptions [3]. - The country has become a dominant player in the global oil market, influencing the survival of oil-producing nations [3]. Importance of Electricity in Industry - Electricity costs account for approximately 8% of industrial costs, significantly impacting a country's global competitiveness [5]. - In the aluminum industry, electricity costs can represent up to 40% of total costs, highlighting the critical role of electricity in determining industry viability [5]. Future of Energy and AI - The future of industries such as robotics, electric vehicles, and AI will heavily depend on electricity, with AI training currently consuming 1.5% of global electricity, projected to rise to 3% in five years [5][6]. - Mastery of green electricity will be crucial for future global leadership [5]. Solar Power Production - In 2024, China is expected to export 235.9 GW of solar panels, equivalent to approximately 7.355 million barrels of oil, showcasing its capacity as a new "energy exporter" [6]. - The sustainability of solar power means that one solar panel can provide energy for 25 years, equating to about 184 billion barrels of oil over its lifetime [6]. Global Energy Dynamics - As green energy production scales up, the cost of green electricity may approach zero, diminishing the competitiveness of traditional energy sources like oil and gas [9]. - The shift towards green energy could lead to the collapse of the oil dollar system, ushering in an era dominated by electricity and potentially the "electric yuan" [9]. Technological Advancements - China has developed high-voltage transmission technology that minimizes energy loss, enabling efficient electricity delivery across vast distances [11]. - These technologies are expected to be exported to other countries as part of the Belt and Road Initiative [11].