在能源转型与全球碳中和目标持续推进的背景下，硅、锂、铂钯等材料作 为新能源发电、新能源汽车、新一代信息技术、高端装备制造等战略性新兴产 业的基石，是我国把握新发展机遇、构建新发展格局、实现高质量发展的关键 所在。为深入贯彻落实国家"双碳"战略部署，进一步推动新质生产力在新能 源、新材料产业的深度融合与协同创新，助力构建绿色现代化产业体系，中国 有色金属工业协会定于 1 2月11日- 1 2日 在 广东省广州市 召开 2 0 2 5中国新能 源·新材料产业大会 。 （会议最新动态请及时关注硅业分会公众号） 联系方式 | 张 博 | （硅能源产业相关） | | --- | --- | | 手 机：15587104501 | | | 张晓燕（锂电新 | 能源相关 ） | | 手 机：13552960522 | | | 姬长征（ 铂钯 | 产业相关） | | 手 机：15910241519 | | | 殷琪琪 （订房联系人 | ） | | 手 机： | 18611880026 | ...

Group 1 - The article emphasizes the importance of materials such as silicon, lithium, and platinum-palladium in the context of energy transition and global carbon neutrality goals, highlighting their role as the foundation for strategic emerging industries like new energy generation and high-end equipment manufacturing [2] - The China Nonferrous Metals Industry Association is organizing the 2025 China New Energy and New Materials Industry Conference on December 11-12 in Guangzhou, Guangdong Province, to promote the integration and collaborative innovation of new production forces in the new energy and new materials sectors [2]

Investment Strategy - Crude oil supply is limited while demand remains resilient, leading to expectations of fluctuating prices in the future [9][10] - The global oil and gas capital expenditure trend is declining, with a significant reduction of nearly 22% from the 2014 peak to 2021 [9][10] - Major energy companies are cautious with capital expenditures due to long-term low oil prices and increasing decarbonization pressures [9][10] - OPEC+ has announced no further production increases for the next year, indicating limited supply growth [9][10] Crude Oil - Brent crude oil spot price is $64.58 per barrel, up 0.87% week-on-week, while WTI crude oil spot price is $59.33 per barrel, up 1.23% week-on-week [10][32] - The market is responding to geopolitical risks and expectations of interest rate cuts by the Federal Reserve, which have contributed to price fluctuations [10][32] Coal - The average market price for Qinhuangdao port thermal coal (Q5500) is 802.7 yuan per ton, down 3.32% week-on-week, indicating weak demand and rising inventories [11][12] - Total coal inventory at major ports in the Bohai Rim reached 27.61 million tons, up 3.77% week-on-week, while southern ports reported 6.426 million tons, up 2.57% [11][12] - Domestic key power plants reported a daily coal consumption of 4.77 million tons, down 3.44% week-on-week, with coal inventory at 13.01 million tons, up 2.09% [11][12] Coking Coal - Coking coal prices are declining due to weak supply and demand dynamics, with the price of main coking coal at 1,630 yuan per ton, down 2.40% week-on-week [13][14] - Steel mills are showing cautious purchasing behavior due to lower profitability, impacting coking coal demand [13][14] Natural Gas - The EU has reached an agreement to phase out Russian gas imports by 2027, which may impact global gas supply dynamics [15][16] - The average price of NYMEX natural gas is $4.95 per million British thermal units, up 7.7% week-on-week, while European gas prices have decreased [15][16] Oilfield Services - The oilfield services sector is expected to maintain its growth due to government policies supporting energy security and capital expenditures [17][18] - The number of active drilling rigs globally is reported at 1,800, with a slight decrease in the Middle East and Asia-Pacific regions [17][18]

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle starting in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Outlook - Global lithium battery production is projected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026, and the energy storage sector expected to grow at an impressive rate of 48.3% [5]. - The demand surge will create substantial pressure on the supply of battery cells and upstream materials, highlighting the need for a stable and efficient supply chain to capitalize on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Battery Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, the release of the authoritative 2025 lithium battery brand rankings, and B2B procurement matchmaking [5][6][7]. Group 3: Key Topics and Participants - The main forum will cover topics such as lithium carbonate fundamentals and supply-demand outlook, advancements in solid-state battery key electrolyte materials, and high-performance in-situ polymerized electrolytes [9]. - Notable participants include Tianqi Lithium Corporation, Liyang Zhongke Solid Energy New Technology Co., and various leading battery manufacturers and material suppliers [9][10]. Group 4: Participation and Sponsorship - The participation fee for the conference is set at 2800 yuan per person, with a limited-time free attendance option available for the first 200 registrants [16]. - Sponsorship opportunities are available for companies interested in promoting their brand at the event [16].

Core Viewpoint - The collaboration between China Gas Holdings Limited and Luanchuan Xinshi Boyuan Mining Co., Ltd. on a 15MW/30MWh commercial energy storage project is a significant step towards optimizing energy structure and achieving low-carbon production in the mineral processing industry [1][2] Group 1: Project Overview - The energy storage project is designed to address the high energy consumption characteristics of multi-metal mining, aiming to create an efficient and green energy system for Luanchuan Xinshi Boyuan [1] - The project includes 6 DC cabins and 4 power conversion systems, tailored to meet the electricity load characteristics of the mining production line [1] Group 2: Technical Specifications - The project utilizes a fully liquid-cooled lithium iron phosphate system with a charge and discharge efficiency exceeding 87% [2] - The liquid cooling temperature control technology maintains battery temperature within ±3℃, ensuring stable output in the complex environment of the mining workshop [2] - The system features a "black start" capability, allowing it to supply power to mining equipment during grid failures, preventing resource waste and production stoppages [2] Group 3: Economic and Environmental Impact - Once operational, the energy storage project will significantly reduce electricity costs for mining production through peak shaving and valley filling, while enhancing the efficiency of electricity resource utilization [2] - The project aims to reduce carbon emissions from fossil energy consumption, helping the company establish a green production image in the multi-metal mining sector [2] Group 4: Future Outlook - China Gas Holdings Limited views the project as an important layout in the mineral processing field and plans to continue exploring energy transition needs in the resource processing industry [2]

12月4日，2025第八届中国能源产业发展年会在北京举行。年会以"构建新型电力体系 建设能源强国"为 主题。本届年会由中国能源报、中国能源研究会主办，G20青年企业家联盟中国总部联合主办，中央和 国家机关有关部门负责同志、外国驻华使节、地方政府主管部门代表、中外企业负责人和专家学者等参 加论坛。 会议期间，由中国能源报、G20青年企业家联盟中国总部、苏州工业园区城市发展研究院、中国能源经 济研究院联合发起的ESG能源青年企业家创新TOP30正式发布。国际能源领域青年ESG创新标杆揭晓， 旨在发掘并推广青年企业家在能源领域的ESG典型实践，以榜样力量推动更多企业践行绿色低碳可持续 发展，助力全球气候治理与能源转型升级。 当前全球碳中和以及能源转型加速推进的背景下，ESG已成为衡量企业社会责任和可持续发展能力的重 要标准，一批兼具创新精神与社会责任感的青年企业家正迅速崛起。据苏州工业园区城市发展研究院副 院长李文杰介绍，经过推荐、选拔、专家评审等环节，从创新性、实效性、示范性、影响力等多维度综 合评审，最终有30家创新案例入围。"这不仅展示了年轻一代能源企业家在技术革新与可持续发展方面 的卓越成就，更为全球能源转 ...

Group 1: Global Governance and Economic Shifts - The current global governance structure is undergoing significant changes, with emerging economies, represented by BRICS, rapidly rising while developed economies resist relinquishing their central positions [2][3] - Russia's Finance Minister Siluanov emphasized that the traditional "developed-developing" binary classification is weakening, and emerging economies are gaining momentum, advocating for their increased representation in international institutions [2][4] - The forum discussed the role of Russia in the new global governance order, aligning with China's global governance initiatives, highlighting the importance of equitable global governance and the active participation of Global South countries [3][4] Group 2: Economic Transformation and New Financial Mechanisms - The world economy is in a profound transitional phase, with new financial mechanisms emerging to replace traditional systems like SWIFT, driven by the weaponization of existing financial tools [5][6] - The focus of discussions included addressing climate crises, debt issues, energy transitions, and ensuring food security, reflecting both traditional concerns and new challenges in global governance [5][6] - A new form of globalization characterized by regional integration and cooperation among friendly nations is replacing the previous model of comprehensive globalization, as trade disputes and tariff barriers rise [6][7] Group 3: Technological Transformation and AI Development - Russia recognizes the need for economic transformation beyond fossil fuels, emphasizing the importance of technology as a key driver for future economic growth [7][8] - The competition in economic development is increasingly centered around the application and advancement of artificial intelligence, with a focus on achieving technological sovereignty [7][8] - The Russian government plans to shift its budget priorities towards supporting key technology sectors, including microelectronics and robotics, to enhance its technological capabilities [8]

一份最新报告警示称，全球加速升温的军备竞赛正在阻碍应对气候变化的努力，大量本应用于可再生能 源和清洁交通等领域的关键矿产正被转用于制造新一代军事装备。据《卫报》报道，这份由美英联合机 构"转型安全项目"（Transition Security Project）发布的研究显示，美国国防部正通过国家国防储备计划 大规模囤积关键矿产，用途涵盖精确制导武器、先进通信系统以及正在兴起的"人工智能驱动自主作战 平台"等军事技术。而这些矿产同时也是太阳能电池板、风力发电机、电动汽车和储能电池等气候解决 方案的核心原材料。报告进一步指出，自美国总统特朗普今年通过"大而美法案"以来，五角大楼已预留 数十亿美元资金，用于扩大关键矿产的军事储备清单。被纳入囤积范围的至少包括38种矿物和金属，其 中涵盖锂、钴、石墨以及稀土元素，这些正是能源转型所依赖的基础材料。（澎湃） ...

Core Viewpoint - The UK government has announced a five-year clean energy strategy focusing on carbon dioxide reduction, led by the newly established state-owned entity, Great Britain Energy (GBE) [1] Funding and Investment - The government will inject over $11 billion into the GBE platform and integrate £15 billion of private capital, creating a $31 billion investment system based on "government guidance + market participation" [1] - GBE aims to establish a revenue-generating investment portfolio by 2030 and ensure long-term public equity protection for clean energy infrastructure [1] Strategic Goals - The core task of the strategy is to add 15 gigawatts of wind, solar, and energy storage capacity by 2030, forming a diversified clean power matrix [1] - The strategy emphasizes social benefits, particularly addressing job losses in the oil and gas sector, with plans to create over 10,000 jobs in traditional oil and gas regions through GBE-funded projects [1] Challenges and Criticism - Critics argue that the plan may drive energy costs to unacceptable levels, despite international natural gas prices falling from their 2022 peak [1] - The government attributes rising energy bills to fluctuations in international gas prices, a justification that has not gained widespread acceptance [1] - Balancing the pace of energy transition, job connections, and living costs remains a core challenge for the Starmer government [1]

推动碳达峰碳中和（以下简称"双碳"）目标的实现，不仅关乎全球气候治理大局，也是"十五五"期 间我国持续推动高质量发展、构建人类命运共同体的内在要求。在这一进程中，能源资源行业作为碳排 放的主要"贡献者"，实现其绿色低碳转型尤为关键，亟须多方协同发力，构建以资本为要素的系统化、 市场化的金融支持体系。 "双碳"战略对能源资源行业意义重大 能源资源行业"双碳"目标机遇与挑战并存 （一）能源资源行业"双碳"目标的发展机遇 一是全球能源格局重构带来战略窗口。人类社会发展至今，先后经历了"从木材到煤炭""从煤炭到 油气"两次重要的能源转型。历史上能源转型往往伴随新兴超级强国的崛起，抓住能源革命与产业革命 交汇点可赢得发展的先机主动。历史上，英美等国均通过新一轮能源革命实现了经济的迅猛发展和国家 实力的快速崛起。当前，绿色能源革命的深度演进正重塑全球竞争格局，为我国抢占科技与产业制高点 提供重大契机。 二是能源安全保障能力提升。根据国家统计局统计，我国能源生产结构加速转变，清洁能源占比持 续提升，煤炭在一次能源消费中的占比从2012年的68.5%下降到2020年的56.8%，非化石能源占比从 2012年的0.7%上升到2 ...