国际能源+工业周报：全球铀价环比上月略有下降，前期飓风结束使得美国天然气期货价格环比下降及电力平均价格环比上升

Core Insights - The report highlights that China's LNG import prices and market prices have decreased compared to the previous week, with the LNG import price at $13.27 per million British thermal units, down 1.12%, and the market price at 4,894 yuan per million British thermal units, down 2.26% [7][8] - In September, China's total electricity consumption reached 847.5 billion kilowatt-hours, a year-on-year increase of 8.5% [3] - The production of lithium batteries in China from January to September reached 111.3 GWh [3] - In September, China's newly installed photovoltaic capacity was 20.89 GW, a year-on-year increase of 32.38% [18] - Wind power installations in China from January to September totaled 39.12 GW, a year-on-year increase of nearly 16.8% [3] - Investment in grid projects in China reached 398.2 billion yuan, a year-on-year increase of 21.1%, maintaining double-digit growth for six consecutive months [3] China Energy Market Update Natural Gas Market - China's LNG import and market prices have decreased, with a notable increase in production following the end of gas restrictions, leading to lower prices [7][9] - The report anticipates that natural gas market prices may continue to decline due to increased supply and weak downstream demand [9] Electricity Market - In September, the industrial electricity generation increased by 6.0% year-on-year, with significant growth in coal and wind power generation [10] - The average price of coal in the Bohai Rim region was 715 yuan per ton, showing a slight decrease [11] Lithium Battery Market - The average price of lithium carbonate has decreased by 2.25% to 73,700 yuan per ton, with signs of supply reduction [12][16] - The report notes a cautious purchasing strategy among downstream buyers due to competitive pressure and expectations of lithium salt oversupply [12] Photovoltaic Market - The cumulative installed capacity of solar power in China reached approximately 770 million kilowatts by the end of September, a year-on-year increase of 48.3% [18] - The report indicates that the prices of silicon materials and solar cells are under pressure, with the average price of silicon material around 40 yuan per kilogram [20][21] U.S. Energy Market Update - The average spot price of electricity in major U.S. regions increased by 2.27% week-on-week, with recovery from previous hurricane impacts [3] - The report highlights ongoing investments in nuclear power, with Google signing an agreement to purchase power from small modular reactors [3] European Energy Market Update - European natural gas futures prices have decreased, with continued increases in gas inventories [2] - The report notes that Germany has removed the cap on photovoltaic installations, leading to significant market growth [3] Indian Energy Market Update - Nepal and Bhutan are seeking investments from India to enhance their hydropower generation and export surplus electricity [2] Japan and South Korea Energy Market Update - The report indicates that natural gas futures prices in Japan and South Korea have increased, with ongoing developments in renewable energy projects [4] Southeast Asia Energy Market Update - The report mentions that Cambodia has begun construction on its first liquefied natural gas power plant, indicating growth in the region's energy infrastructure [4]