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推动新型储能产业迈向更高水平
Ke Ji Ri Bao· 2025-05-12 00:45
目前,我国新型能源体系建设稳步推进,能源保障基础不断夯实,现已建成全球最大的清洁能源系统。 储能是解决可再生能源规模化消纳和稳定输出的重要技术手段,是新型电力系统的核心要素。相较于传 统的抽水蓄能,锂离子电池、压缩空气储能、液流电池、钠离子电池、飞轮储能等新型储能,具有建设 周期短、布局灵活、响应速度快等优势,可在电力系统运行中发挥调峰、调频、调压、备用、黑启动、 惯量响应等多种功能。如今,新型储能已成为构建新型电力系统的重要技术和基础装备,是实现碳达峰 碳中和目标的重要支撑,也是催生国内能源新业态、抢占国际战略新高地的重要领域,对构建清洁低 碳、安全高效的能源体系,贯彻落实国家能源战略具有重要意义。 我国新型储能行业高速发展 过去5年,我国新型储能行业高速发展,截至2024年底累计装机量首次超越抽水蓄能,成为电力系统中 继火电之后的第二大灵活性调节资源。我国新型储能行业发展呈现出以下几个特征。 一是新型储能行业发展迅速。在产业内生动力、外部政策及碳中和目标等多重利好因素驱动下,新型储 能发展步入快车道。据中关村储能产业技术联盟全球储能数据库不完全统计,截至2024年底,我国已投 运电力储能项目累计装机首次超 ...
算力电力协同发展研究报告(2025年)
中国通信院· 2025-05-10 06:10
算力电力协同发展研究报告 (2025 年) 中国信息通信研究院云计算与大数据研究所 2025年5月 版权声明 本报告版权属于中国信息通信研究院,并受法律保护。 转载、摘编或利用其它方式使用本报告文字或者观点的,应 注明"来源:中国信息通信研究院"。违反上述声明者,本院 将追究其相关法律责任。 前 言 算力作为数字经济时代的新质生产力,已成为推动经济社会发展 的核心力量,对现代生产和生活产生了深远影响。在碳达峰碳中和战 略背景下,我国积极推动算力的绿色低碳发展,并促进能源电力领域 的清洁转型。在此契机下,算力电力协同成为新时代发展的必然趋势。 为推动算力电力协同的科学发展,助力算力产业绿色低碳转型和 新型电力系统构建,中国信息通信研究院云计算与大数据研究所编制 《算力电力协同发展研究报告(2025 年)》。报告剖析了算力电力协同 发展的背景与需求,预测了未来算力用能的发展趋势和特征,阐述了 算力电力协同的内涵、要素与发展阶段,探讨了算电协同发展所面临 的挑战,提出了算电协同发展的六大关键举措,最后从政策支持、标 准制定、产业协同、市场机制等维度,提出了推动我国算力电力协同 高质量发展的策略建议。 算力电力协同相 ...
PHINIA (PHIN) FY Conference Transcript
2025-05-07 16:15
PHINIA (PHIN) FY Conference May 07, 2025 11:15 AM ET Speaker0 All right. Good morning, and welcome everyone to the presentation. Thanks to the Finia team for joining us today. I'm gonna turn it over to them for a presentation, and then we'll open it up for q and a. Take it away. Speaker1 Great. Thank you very much, and thanks for joining us today. I'm Brady Erickson, CEO. I'm joined by with me Chris Grapp, our CFO, and Kellen Ferris, our VP of IR. So thank you very much for joining us. We'll try to go throu ...
NPR(NRP) - 2025 Q1 - Earnings Call Transcript
2025-05-06 14:02
Natural Resource Partners (NRP) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants Tiffany Sammis - Investor RelationsCraig Nunez - President & COOChristopher Zolas - CFO Conference Call Participants None - Analyst Operator and welcome to the Natural Resource Partners LP First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to ha ...
NPR(NRP) - 2025 Q1 - Earnings Call Transcript
2025-05-06 13:00
Financial Data and Key Metrics Changes - The company generated $35 million of free cash flow in Q1 2025 and $214 million over the last twelve months [5] - The current debt stands at $118 million, with expectations of significant increases in unitholder distributions as debt is paid off next year [5][6] - Net income for the mineral rights segment in Q1 2025 was $45 million, with operating cash flow at $43 million and free cash flow at $44 million, showing a decrease compared to the prior year's first quarter [11] Business Line Data and Key Metrics Changes - The mineral rights business generated $44 million of free cash flow in Q1 2025, but net income decreased by $15 million compared to the previous year due to weaker steel demand [6][12] - The soda ash segment saw a significant decline, with cash distributions from Shisha Jam Wyoming dropping 80% to $3 million, attributed to low sales prices and high inventories [7][8] - The corporate and financing segment performance was relatively flat, with slight improvements in operating cash flow and free cash flow due to lower interest payments [13] Market Data and Key Metrics Changes - Prices for metallurgical coal, thermal coal, and soda ash have declined significantly, impacting overall performance [5][6] - The soda ash market is currently experiencing a bear market, with prices trading below production costs for many producers [8][12] - International soda ash pricing has decreased significantly from record highs in 2023, primarily due to weakened demand from the construction and automobile markets [12] Company Strategy and Development Direction - The company is focused on debt reduction and maintaining a solid capital structure, with cash flow priorities including liquidity and balance sheet strength [18] - There is no current plan to sell assets, as the company prefers to be a long-term holder of its mineral rights [23] - The company is monitoring legislative developments but does not anticipate significant impacts on its business from the new administration [40] Management's Comments on Operating Environment and Future Outlook - Management expects weak prices for key commodities to persist, which will continue to affect performance [5][6] - Despite current market headwinds, the outlook for equity holders is considered brighter than in the past decade [44] - The company is optimistic about long-term opportunities in carbon neutral initiatives, despite current market challenges [10] Other Important Information - The company paid a fourth quarter 2024 distribution of $0.75 per common unit and announced a similar distribution for Q1 2025 [13][14] - The company is making small-scale progress in geothermal, solar, and lithium initiatives [10] Q&A Session Summary Question: Anticipation of future dividends - Management does not have an anticipation for dividends one year from now but prioritizes distributions as cash flow allows [16][17] Question: Opportunities for asset monetization - The company does not plan to sell assets but would consider monetizing if opportunities arise at favorable valuations [23] Question: Future of M&A and coal industry sentiment - Management is focused on executing their current strategy and is not actively pursuing acquisitions at this time [24] Question: Volumes in the Illinois Basin and met coal production - The uptick in volumes is expected to persist, but management acknowledges that prices are at or below marginal costs for many operators, which may lead to production reductions [30][32]
Edf: EDF announces the success of its senior green multi tranche bond issue for a nominal amount of 2.25 billion euros
Globenewswire· 2025-04-30 17:03
Group 1 - EDF successfully issued a senior green bond in three tranches for a total nominal amount of €2.25 billion, with proceeds allocated to eligible projects as per its Green Financing Framework [1][2] - The bond issuance aligns with EDF's strategy to achieve carbon neutrality by 2050, with settlement expected on 7 May 2025 [2] - The expected ratings for the bonds are BBB from S&P, Baa1 from Moody's, and BBB+ from Fitch [2] Group 2 - EDF is a significant player in the energy transition, focusing on power generation, distribution, trading, and energy services, with a low-carbon energy output of 520 TWh and a carbon intensity of 30 gCO2/kWh [4] - The company serves approximately 41.5 million customers and reported consolidated sales of €118.7 billion in 2024 [4] - The bond tranches include €750 million with a 7-year maturity for nuclear reactor lifetime extension, €1 billion with a 12-year maturity for renewable energy projects, and €500 million with a 20-year maturity for the Hinkley Point C nuclear project in the UK [7]
生物天然气论坛聚焦“双碳”目标 多企共签2.16亿立方米战略采购协议
转自:新华财经 近日,由中国沼气学会主办,绿气新能源(北京)有限公司承办的"2025基于双碳目标下生物天然气发展论坛"在上海新国际博览中心落幕。此次论坛 以"双碳驱动 绿色燃气——开启生物天然气新时代"为主题,聚焦国家"双碳"战略目标,旨在推动生物天然气产业高质量发展,强化绿色能源体系的建 设。 在论坛主题报告环节,中石化新星(北京)新能源开发有限公司、绿气新能源(北京)有限公司董事长唐超发表了主题为《首创生物天然气"互联互通 气 证合一"交易模式》的报告。 论坛现场还举行了集中签约仪式。四川华盛能源发展集团有限公司作为战略投资方正式签署增资协议,将与绿气新能源(北京)有限公司现有股东方协同 发力,共同推动绿色燃气产业高质量发展。 值得关注的是,绿气新能源(北京)有限公司与上海石油天然气交易中心就绿色天然气交易平台建设达成合作,携手产业各方重点推进"监测—核证—交 易"一体化创新,并与11家生物天然气生产企业签订总量2.16亿立方米的战略采购协议。 业内人士表示,作为生物质能源的重要组成部分,生物天然气凭借其绿色、低碳、可再生的特点,正成为能源转型的重要支柱。本次论坛不仅为产业发展 提供战略指引,也为产业链各 ...
Dominion Stock Gains From Infrastructure & Renewable Investments
ZACKS· 2025-03-31 14:05
Dominion Energy (D) is expanding and strengthening its infrastructure through systematic investments to better serve its customers. A focus on renewable energy and contributions from organic assets are projected to increase its presence in the clean energy market. However, D faces risks related to the operation of nuclear facilities and unplanned outages. Tailwinds Favoring D Dominion Energy has a well-defined long-term capital investment plan for improving and expanding its infrastructure. The company inte ...
NPR(NRP) - 2024 Q4 - Earnings Call Transcript
2025-02-28 15:00
Natural Resource Partners (NRP) Q4 2024 Earnings Call February 28, 2025 09:00 AM ET Company Participants Tiffany Sammis - Investor RelationsCraig Nunez - President & COOChristopher Zolas - CFO Operator Thank you for standing by. My name is Kate and I will be your conference operator today. At this time, I would like to welcome everyone to the Natural Resource Partners LP Fourth Quarter twenty twenty four Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the ...