国际能源与ESG周报：地缘政治扰动频发，全球电网投资景气度持续

Group 1: Natural Gas Market Updates - US natural gas futures prices continue to rise, with inventory increasing week-on-week[1] - As of June 10, the average spot price of electricity in major US regions is $26.2/MWh, up 11.8% from the previous week[1] - Total LNG imports to India from TotalEnergies will reach up to 800,000 tons annually starting in 2026 for ten years[2] Group 2: Power and Renewable Energy Developments - In India, the power department anticipates record peak electricity demand this summer[2] - In Southeast Asia, Vietnam's daily electricity consumption exceeded 1 billion kWh for the first time, setting a new record[3] - In the US, the Biden administration announced new measures to expand offshore wind energy usage in Maryland[1] Group 3: Energy Storage and Lithium Battery Insights - US Congress members have requested the inclusion of Chinese battery manufacturers in the entity list, impacting lithium battery supply chains[1] - In India, Nord Group has signed a cooperation agreement with the largest battery manufacturer[2] - The geopolitical disturbances are causing a continuous decline in lithium battery prices, with battery-grade lithium carbonate priced at 103,000 yuan/ton, down 1.9%[38] Group 4: ESG and Investment Trends - Microsoft has launched a "Data Center Community Commitment" to ensure its data center footprint addresses social challenges and benefits local communities[1] - The European Central Bank's interest rate cuts are expected to boost solar installation demand[25] - The investment in China's power grid is projected to exceed 500 billion yuan in 2024, reflecting a year-on-year increase of 24.9%[53]