韩拟在2040年前逐步淘汰燃煤电厂

Core Insights - The South Korean government is pushing for a complete shutdown of coal-fired power plants by 2040 and aims to reduce national greenhouse gas emissions by 68.8% to 75.3% by 2035 compared to 2018 levels [1][2] - The five major power generation companies in South Korea (South East, South, Central, West, and East Power) are transitioning from coal to renewable and clean energy sources, focusing on offshore wind, solar, clean hydrogen, and battery energy storage systems (BESS) [1][2] Group 1: Strategic Transition - South East Power aims to convert over 70% of its installed capacity to renewable energy under its "2040 Future Road" vision [2] - South Power has set a target of 20 TWh of carbon-free power and 3000 MW of energy conversion capacity in its "2035 Strategy" [2] - Central Power plans to achieve 30% of its electricity from renewable sources by 2035 and develop virtual power plants and long-duration storage [2] Group 2: Government Initiatives and Global Impact - The West Power aims to increase the share of renewable energy to 40% through its "RE4040" strategy [2] - East Power targets to raise carbon-free and low-carbon power generation to 17 TWh and achieve a 44% share of renewable energy by 2040, promoting hydrogen and ammonia fuels as coal alternatives [2] - The South Korean government is considering consolidating existing public enterprises and potentially establishing new renewable energy companies to enhance efficiency [2] - South Korea, as the world's seventh-largest coal power country, has joined the Powering Past Coal Alliance (PPCA), signaling a strong commitment to transition away from coal, which could enhance its international investment attractiveness and leadership role in the Asia-Pacific energy transition [2]