国际AI工业+能源周报：美国天然气期货价格大幅上涨；CEG要求美国监管机构指定新规则

Group 1: China Energy Market Updates - The LNG import price in China increased to $15.59 per million British thermal units, up 12.97% from the previous week, while the market price rose to 4,481 yuan per million British thermal units, an increase of 2.54% [16][19]. - In October, China's total electricity consumption reached 774.2 billion kilowatt-hours, a year-on-year increase of 4.3% [16]. - In October, the newly installed photovoltaic capacity was 20.89 GW, representing a 50% year-on-year increase [16]. - Wind power installations from January to October 2024 reached 45.8 GW, a nearly 23% increase year-on-year [16]. - The total investment in the power grid is expected to approach 600 billion yuan for the year, marking a record high [16]. Group 2: U.S. Energy Market Updates - U.S. natural gas futures prices surged significantly, with natural gas inventories declining week-on-week [2]. - CEG has called for new regulations to directly connect customers with power plants [2]. - A subsidiary of Canadian Solar invested approximately $712 million to build a battery factory in Kentucky [2]. - The U.S. IRS and Treasury released final guidelines clarifying that direct payment incentives under the Inflation Reduction Act apply to jointly owned clean energy projects [2]. - Massachusetts' legislature passed a clean energy bill allocating $200 million for offshore wind investment [2]. Group 3: European Energy Market Updates - European natural gas futures prices continued to rise, with inventories decreasing week-on-week [2]. - The average spot price of thermal coal at three major international ports decreased, while electricity market prices in Europe showed a downward trend [2]. - Romania launched a €150 million subsidy program for energy storage systems [2]. - The Dutch parliament approved a gradual phase-out of net metering policy starting in 2027 [2]. - Siemens Gamesa successfully installed the last SG 14-222 DD wind turbine at the Moray West project in Scotland, which has a capacity of 882 MW [2]. Group 4: Indian Energy Market Updates - Following bribery allegations against Gautam Adani, S&P Global adjusted the outlook for Adani Power and Adani Ports to "negative" [3]. - India plans to impose anti-dumping duties on large-sized photovoltaic glass from China and Vietnam [3]. - In the first nine months of 2024, India added 16.4 GW of solar capacity, a 167% increase compared to the same period in 2023 [3]. - Hyundai Motor India partnered with FPEL to build a wind and solar power plant in Tamil Nadu with a total capacity of 118 MW [3]. Group 5: Southeast Asia and Other Regions - Vietnam's largest LNG series development project has been signed and initiated [4]. - The Philippines' Department of Energy announced the construction of the country's largest single-site solar and battery storage facility [4]. - Southeast Asia's largest integrated solar and storage EPC project has been signed [4].