全球电力系统迎来“韧性大考”

Core Insights - Recent large-scale power outages globally highlight the vulnerability of traditional power systems under extreme weather and other risks, emphasizing the need for enhanced resilience in energy security frameworks [1] - The transition in energy policy is shifting from a focus solely on efficiency to a dual emphasis on both efficiency and safety, with a significant increase in the importance of stable power supply capabilities [2] Group 1: Global Power Outages - Recent power outages have affected both developed and emerging markets, caused by extreme weather, aging infrastructure, and human factors, severely impacting livelihoods and economic operations [1] - Specific incidents include widespread outages in Colorado due to a winter storm and a fire at a substation in California affecting approximately 130,000 residents [1] - Other notable outages occurred in Bosnia, France, and Argentina, collectively indicating the critical vulnerabilities of traditional power systems under high demand and extreme weather conditions [1] Group 2: Energy Policy and Investment Focus - By 2026, enhancing power system resilience is becoming a core consensus and investment priority in energy policies across nations, focusing on hardware and software reforms [2] - The U.S. is expected to implement policies to modernize the grid, including tax incentives and streamlined approval processes for transmission and storage projects [2] - The EU anticipates significant capital expenditures for grid upgrades, with a focus on existing infrastructure improvements due to lengthy approval processes for new transmission lines [3] Group 3: Future Investment Trends - The global focus of power investment is projected to shift from merely increasing generation capacity to ensuring stable electricity supply, with a strategic emphasis on energy storage and grid modernization [3] - The EU plans to enhance cross-border transmission capabilities and attract private investment to improve grid resilience and renewable energy integration [3] - By 2030, the EU estimates that capital expenditures for the grid will reach approximately €584 billion, increasing to about €1.2 trillion by 2040 [3]