国际能源与ESG周报：中国2024年上半年核发绿证4.86亿张，美国PJM电价拍卖创新高

Group 1: China Energy Market and ESG Updates - In the first half of 2024, China issued 486 million green certificates, a year-on-year increase of 13 times [1] - The installed capacity of new energy storage in China exceeded 44.44 GW/99.06 GWh, representing a year-on-year growth of over 40% [1] - The newly installed photovoltaic capacity in June reached 23.33 GW, a year-on-year increase of 35.56% [1] - Wind power installations in the first half of 2024 totaled 25.84 GW, an increase of nearly 12.4% year-on-year [1] - The investment in the power grid reached 254 billion yuan, a year-on-year increase of 23.7% [1] Group 2: US Energy Market and ESG Updates - The average spot electricity price in major regions of the US was $70.78/MWh, up 90.89% from the previous week [2] - The US Department of Energy announced $63 million in funding to promote battery recycling [2] - The Oakland Port Authority approved $19.3 million for the purchase of solar power [2] - Microsoft announced the purchase of 80,000 tons of carbon from a forest management project in Northern California [2] Group 3: European Energy Market and ESG Updates - European natural gas futures prices rose significantly, with inventories continuing to increase [2] - Spain's Ministry of Ecological Transition granted construction permits for 283 renewable energy projects totaling 28 GW, with 239 being photovoltaic projects [2] - The UK’s Dogger Bank offshore wind farm completed the installation of its first phase array cables [2] - BBVA achieved a new milestone in sustainable business with a funding inflow of 26 billion euros in Q2 2024 [2] Group 4: Indian Energy Market and ESG Updates - India's LNG imports in July are expected to exceed those in June [2] - The Solar Energy Corporation of India (SECI) launched a tender for 2 GW of solar photovoltaic and 4 GWh of energy storage [2] - As of the first half of 2024, solar power accounted for 49.65% of India's total renewable energy generation [2] Group 5: Energy Storage and Lithium Battery Market Updates - The average price of two-hour energy storage systems decreased by 4.8% in July [15] - The total scale of energy storage in July reached 7.79 GW/19.22 GWh, with significant contributions from major projects [15] - The price of battery-grade lithium carbonate fell to 80,000 yuan/ton, a decrease of 3.61% from the previous week [15] - The market for lithium materials is experiencing weak demand, with concerns about the upcoming peak season [15] Group 6: Photovoltaic Market Updates - In the first half of 2024, the newly installed photovoltaic capacity reached 102.48 GW, a year-on-year increase of 30.68% [19] - The price of polysilicon has fallen below cash costs, indicating a tightening supply situation [21] - The average price of battery cells has stabilized around 0.29 yuan/W, but profit margins remain negative [22] - The overall price of photovoltaic modules is under pressure, with some orders facing fulfillment risks [22]