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BNEF重磅活动·大湾区专场：驾驭能源转型“四驾马车”
彭博Bloomberg·2025-09-25 06:14

Core Insights - The global energy landscape is undergoing profound changes, driven by multiple factors, with battery storage, photovoltaics, electric mobility, and natural gas as the four key drivers of this transformation [2] - The BNEF event aims to discuss these critical issues with industry experts, focusing on the opportunities and challenges presented by the energy transition [2] Group 1: Global Energy Market Trends - The global energy storage market is rapidly expanding, with an expected annual growth rate of 14.7% by the end of 2035, and China is anticipated to maintain its leading position [4] - China is transitioning towards a market-oriented approach as mandatory storage requirements are phased out, raising questions about the future of large-scale and commercial storage [4] - The photovoltaic market is experiencing a policy-driven recovery in spot prices, yet the fundamental issue of oversupply remains unresolved, affecting pricing dynamics [4] Group 2: Electric Vehicles and Charging Infrastructure - New energy vehicle sales are reaching new highs, but regional markets are developing differently due to technological advancements, policy changes, and geopolitical factors [4] - The differentiated development of the new energy vehicle market will impact the demand and layout of charging infrastructure, highlighting the need for innovative technologies and business models [4] Group 3: Natural Gas Market Outlook - In the context of geopolitical instability and energy transition, energy planners are tasked with developing innovative procurement and utilization strategies to balance energy security and economic efficiency [4] - The evolution of the natural gas market in China and globally is anticipated during the 14th Five-Year Plan, with significant implications for LNG markets [4] Group 4: Event Agenda - The event features a series of presentations from BNEF analysts covering topics such as global energy storage, photovoltaic market outlook, charging infrastructure, and the natural gas market [5][6]