本报讯(记者倪敏许愿)记者从能源部门获悉，随着2025年12月30日国信靖江发电有限公司4号机组、江 阴利港发电有限公司10号机组相继投产，我省当年新增火电装机规模达1040万千瓦，创下近20年来最高 纪录。 近年来，以风、光为主的新能源跃居省内第一大电源，火电虽不再是"主力电源"，但依然是重要的支撑 性、调节性电源。去年8月23日晚，江苏电网经历了一个典型时刻：新能源出力仅为219万千瓦，而省内 7960万千瓦主力燃煤机组中开机容量达7725万千瓦，运行机组平均负荷率超过96%，出力占比达到省内 主力电源总出力的85%，有力保障了夜间用电高峰时段的电力供需平衡。据悉，为提升供电可靠性，江 苏自2022年以来先后公布了两批次"先立后改"煤电项目和"十五五"中后期保障性调节性煤电项目，总规 模达2394万千瓦；加上此前已批准的国信射阳、国信滨海、华能通州湾等煤电项目和多台燃气机组，全 省计划新建火电总装机容量达3394万千瓦。截至目前，已有1380万千瓦容量建成投产，其中约七成位于 电力需求旺盛的苏南地区，显著缓解过江输电压力，为区域经济社会发展提供能源保障。 据国网江苏电力预测，迎峰度冬期间，煤电顶峰出力将达 ...

"十四五"期间，国家管网集团西部管道有限责任公司累计输送天然气近4000亿立方米，为全国近5亿人 提供稳定的清洁能源保障。其中，向新疆各地州供应天然气超280亿立方米，成为"气化南北疆"和"蓝天 工程"的中坚力量。 西部管道公司主要运营新疆境内西气东输一二三四线、阿独线、双兰线等23条油气管道，总里程8628公 里；所辖管道接收中亚进口原油、天然气，输送新疆油田、塔里木油田、西北油田、吐哈油田等油气资 源，以及独山子石化、克拉玛依石化、乌鲁木齐石化等炼厂生产的成品油，服务保障下游13个省区市近 5亿百姓的用能需求。 在新疆与甘肃交界处的烟墩作业区，员工们顶着近50摄氏度的夏季酷暑与零下25摄氏度的冬季严寒，日 夜守护着891公里油气干线，通过持续攻坚国产装备，不断优化运营方案，天然气输送能力从每日1.2亿 立方米提升至2.1亿立方米，大幅提升了能源供应应急保障能力。 在鄯善作业区，技术团队创新采用"化学药剂+机械清洗"组合工艺，将储罐清罐周期从80天压缩至45 天，输油泵年平均无故障运行超4万小时，以技术创新赋能保供效率提升。 "这冬天一到，风裹着雪打在脸上像刀割一样，但管道巡线不能停，这可事关千家万户。"阿 ...

格隆汇12月29日丨中国神华(601088.SH)公布，公司持股67%的控股子公司国能清远发电有限责任公司 二期扩建工程项目（"清远二期"）3号发电机组顺利通过168小时试运行，正式投入商业运营。 清远二期位于广东省清远市英德市沙口镇，规划建设2台100万千瓦超超临界二次再热燃煤发电机组，是 广东省"十四五"规划能源保障重点工程。项目采用高效清洁煤电技术，设计供电煤耗262.23克/千瓦时， 可实现大气污染物超低排放及废水零排放。 目前，清远二期4号发电机组建设工作稳步推进，计划于2026年2月投运。项目全部投运后，将有效缓解 所在区域能源供应压力，为粤港澳大湾区能源安全提供保障。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：钟离 ...

武契奇：塞尔维亚与俄罗斯天然气供应协议延至明年3月底。 在谈及石油领域相关问题时，武契奇表示，俄罗斯天然气工业股份公司正在与匈牙利能源公司MOL就塞尔维亚石油公司的股份调整事 宜进行谈判。塞方对与匈方开展合作持开放态度，认为两国关系友好、合作基础良好。 来源：央视新闻客户端 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 责编 | 李慧颖 ▲ 塞尔维亚总统武契奇 当地时间12月23日，塞尔维亚总统武契奇表示，塞尔维亚已与俄罗斯方面就天然气供应问题达成一致，现有协议将延长至2 026年3月31 日，确保冬季能源供应安全。 武契奇指出，这一安排将有效保障居民生活和经济运行需要，民众无需担心天然气短缺问题。他强调，当前塞尔维亚在能源保障方面总 体形势稳定，国家已做好应对各种复杂情况的准备。 ...

记者 查睿 申能集团旗下上海LNG（液化天然气）站线扩建项目一阶段12日正式投产通气。这颗新建的"能源 心脏"将源源不断地把天然气输向千家万户。 同步扩容的，还有上海正加速布局的LNG保税加注能力。这将进一步巩固上海港打造全球清洁能 源加注中心的先发优势和竞争力。 上海LNG站线扩建项目是国家油气重点工程，上海市、浙江省能源发展"十四五"规划重大工程，位 于洋山深水港沈家湾作业区，毗邻申能集团旗下现有洋山LNG接收站，包括码头工程、接收站工程和 输气管道工程。其中，码头工程新建一座15万总吨LNG专用泊位，接收站工程新建4座22万立方米的 LNG储罐及气化配套附属设施，输气管道工程新建一条长输管道和一座奉新输气站。 自2022年11月开工以来，沈家湾作业区发生了日新月异的变化。记者在现场看到，4座单罐容量达 22万立方米的钢筋混凝土巨罐拔地而起，新码头也迎来首艘LNG船的接船作业……投产当天，上海 LNG站线扩建项目一派忙碌景象。 "两站协同后，洋山双站的总接卸能力超1200万吨/年、储存能力近180万立方米，上海天然气应急 保供能力将实现翻倍，应急保供时长增加两周。我们两个项目的码头之间、接收站之间以及输气 ...

Core Viewpoint - Germany's natural gas reserves are alarmingly low ahead of the winter season, raising concerns about potential supply shortages as the country continues to reduce its reliance on Russian energy sources [3][4]. Group 1: Current Gas Storage Levels - Germany's gas storage is currently filled to only 72% capacity, which is significantly lower than previous years and may lead to depletion during the harsh winter months [3]. - The Energy Storage Initiative Organization (INES) reported that Germany entered the heating season with an unexpectedly low storage level of 75%, which is below the necessary threshold to ensure adequate supply during extreme cold [4]. Group 2: Predictions and Risks - INES experts had predicted that Germany should reach at least 81% storage by November, but current levels are even lower than these pessimistic forecasts, indicating heightened risks for the winter [4]. - INES's latest models suggest that under mild to moderate winter conditions, gas reserves could be "moderately to significantly" depleted by the end of February, while in extreme cold scenarios similar to 2010, reserves might be exhausted by mid-January [5]. Group 3: Criticism of Government Measures - INES Chairman Sebastian Heinemann criticized the German government for not fully utilizing existing policy frameworks to ensure higher gas storage levels, highlighting that reasonable policy arrangements could significantly enhance winter energy security compared to other EU member states [6].

Core Insights - Shandong Province's Linqu County is focusing on ensuring energy supply during the winter season by implementing strategies to "ensure supply, strengthen emergency response, and solidify the foundation" [1][2] Energy Supply Assurance - Natural gas supply is robust, with 36,350 households using "coal-to-gas" systems and a total of 14.7 million cubic meters of residential gas allocated for the heating season [1] - The LNG station has a peak adjustment capacity of 540,000 cubic meters, and gas companies have established a three-tiered list to prioritize residential gas supply [1] - Electricity supply is being reinforced with a plan for emergency load control, ensuring 344,200 kilowatts of emergency capacity is available [1] - A total of 68 contingency plans have been revised, and 4 drills conducted to ensure readiness for peak demand [1] Coal Supply Assurance - The establishment of a 100,000-ton government emergency coal reserve through Shandong Leao New Energy, with two urban heating companies pre-storing 30,000 tons of coal, ensuring over 20 days of supply [2] - Long-term purchase agreements have been signed by heating companies, ensuring stable supply and funding for coal purchases [2] Future Plans - Linqu County will continue to enhance energy inventory reserves and deepen monitoring and early warning systems for electricity and heating supply to ensure residents stay warm during winter [2]

Core Insights - The "Gasification of Qingyang" project has made significant progress this year, enhancing regional energy security and improving living standards through multi-dimensional efforts in exploration, pipeline construction, gas access, and comprehensive utilization [2] Exploration and Production - By 2025, Qingyang County has approved 8 natural gas well sites, supporting the construction of 5 new pipelines totaling 32.08 kilometers, drilling 7 new wells, and testing 5 wells, with an additional production capacity of 100 million cubic meters [2] - As of the end of August, a total of 202 million cubic meters of natural gas has been extracted, representing a year-on-year increase of 35% [2] Pipeline Construction - Compensation payments for the Qinghua and Qinghuan gas pipeline projects have been fully settled [2] - In the Qinghua pipeline, 3.6 kilometers of the 4-kilometer section within Qingyang has been laid, while 22.7 kilometers of the 25.9-kilometer section of the Qinghuan pipeline has been welded and buried, with subsequent construction progressing smoothly [2] Residential Gas Supply - The county has connected natural gas to 23,500 households and laid 153 kilometers of household pipelines, achieving a 90% connection rate in urban areas [2] - For 2025, the plan is to connect an additional 2,000 households, with 1,368 already completed, and gas supply to Yima Town and Baima Pupu Town expected by the end of October [2] Industrial Utilization - Fourteen natural gas processing enterprises have an annual processing capacity of 650 million cubic meters, achieving a production value of 596 million yuan since 2025 [2] - Projects such as the second phase of Bona Hui's helium extraction and hydrogen production, and the second phase of Yulong Energy Chemical are accelerating, which will further enhance the level of natural gas conversion and utilization [2]

Core Viewpoint - The continuous increase in electricity consumption, surpassing 1 trillion kilowatt-hours in a single month, reflects robust economic growth and energy demand in China, indicating a significant milestone in the country's energy consumption patterns [8][9][10]. Electricity Consumption Data - In July, the total electricity consumption reached 1,022.6 billion kilowatt-hours, a year-on-year increase of 8.6%, while in August, it was 1,015.4 billion kilowatt-hours, with a year-on-year growth of 5% [5][7]. - The monthly electricity consumption exceeding 1 trillion kilowatt-hours is unprecedented globally, with July marking the first instance in history [9][10]. Sectoral Analysis - In July, the primary sector consumed 17 billion kilowatt-hours (up 20.2%), the secondary sector 5,936 billion kilowatt-hours (up 4.7%), and the tertiary sector 2,081 billion kilowatt-hours (up 10.7%) [10][11]. - The secondary sector accounted for the largest share of electricity consumption, indicating stable industrial growth [10]. - In August, the primary sector's electricity consumption grew by 9.7%, while the secondary sector's growth was 5%, and the tertiary sector's growth was 7.2% [11]. Factors Driving Electricity Consumption - High temperatures across the country have led to increased electricity loads, with record peaks in demand due to air conditioning usage [12][14]. - Economic recovery and policies promoting consumption have also contributed to the rise in electricity demand, with manufacturing sectors showing significant growth [14][15]. Energy Supply Stability - The stable electricity supply is attributed to strong energy self-sufficiency, operational adjustment capabilities, and emergency support systems [16][17]. - The domestic energy production has increased, with over 90% of the consumption growth being supported by domestic sources, particularly renewable energy [17][18]. - The establishment of a comprehensive energy supply and pricing mechanism has enhanced the resilience of the energy system [18]. Future Outlook - The energy sector aims to transition from merely ensuring electricity availability to optimizing electricity usage, supporting sustainable economic and social development [18].

Group 1 - The global capital is undergoing a significant revaluation of Chinese financial assets and quality equities, indicating a recognition of underinvestment in China by global financial institutions [2] - The Chinese stock market has shown resilience and achieved a nearly ten-year high, defying initial fears from the trade war initiated by the U.S. [2][3] - The perception of China as a safe and stable environment for investment has strengthened, particularly in contrast to the security issues faced in developed countries [5][6] Group 2 - China's energy security, particularly in electricity generation, has reached a historic milestone, surpassing 10 trillion kilowatt-hours, which is greater than the combined output of several major economies [6][7] - The expansion of higher education in China has significantly increased the number of university students, contributing to a robust talent pool that supports technological and industrial advancements [6][9] - For the first time in history, capital flow into China from foreign investments has exceeded the capital generated from trade, indicating a shift in global investment dynamics [9]