BNEF重磅活动·上海｜构建新型电力系统：构网型技术、电力改革及数据中心

Core Viewpoint - The global energy landscape is undergoing unprecedented changes, driven by the rapid development of artificial intelligence, which is expected to triple the electricity demand from data centers over the next decade, positioning data centers as the fourth-largest electricity consumer after China, the US, and India by the 2030s [2]. Group 1: Energy Demand and Supply Challenges - The surge in electricity demand from data centers poses significant challenges for traditional power grids, necessitating effective integration of rapidly growing renewable energy sources and complex supply chain factors [2]. - The stability of the power grid must be ensured amid the transition from old to new energy sources, particularly as China's electricity market reforms accelerate [2]. Group 2: Nuclear Power and Market Reforms - Nuclear power is regaining focus as a clean and dispatchable energy source, with China leading a global revival in nuclear power construction [2]. - The article discusses the implications of market-oriented pricing mechanisms on revenue uncertainty for developers in the context of China's electricity market reforms [2]. Group 3: Event Agenda and Expert Insights - The event will feature discussions on grid stability, the intersection of data centers and green energy, the impact of market reforms on project developers, and the future role of nuclear power in energy transition [5][6]. - Key speakers include experts from Bloomberg New Energy Finance (BNEF) who will provide insights into global data center electricity demand and clean energy applications, as well as strategies for navigating market reforms [7][10].