Group 1 - Fossil fuels will continue to dominate the global energy structure in 2024, accounting for 87% of total energy consumption, with oil, natural gas, and coal all experiencing growth [1][2] - Renewable energy (excluding hydropower) is the fastest-growing energy type, with a growth rate of 9%, significantly outpacing the average growth rate of total energy demand over the past five years [1][2] - In 2024, renewable energy generation will account for one-third of global electricity supply, but only 8% of total energy demand, indicating substantial room for improvement in renewable energy penetration in end-use energy [2][4] Group 2 - The global energy transition is challenged by increasing energy demand and carbon emissions, which are projected to reach historical highs in 2024 [2][4] - Wind and solar energy generation will see a 16% increase, raising their share of total global electricity generation from 13% to 15%, with China being a major driver of this growth [2][4] - Countries are increasingly viewing renewable energy investments as a cornerstone of energy security, helping to reduce dependence on fossil fuel imports and stabilize economies against price fluctuations [4][5] Group 3 - Advanced technologies like artificial intelligence are playing a significant role in driving the demand for renewable energy, presenting complex challenges for energy development and utilization [3][5] - China plays a dual role in the global energy landscape, being the largest consumer of coal while also leading in renewable energy capacity, electric vehicle sales, and battery storage deployment [5] - The introduction of the "total energy supply" metric provides a more comprehensive view of energy system efficiency and the benefits of low-carbon and zero-carbon energy sources [4]

绿色电力证书(简称"绿证")是中国认定可再生能源电力生产、消费的唯一凭证。中国国家能源局9月19 日发布的数据显示，2025年8月，国家能源局核发绿证2.71亿个，涉及可再生能源发电项目30.65万个。 从交易情况看，2025年8月，全国交易绿证4838万个，其中绿色电力交易绿证1763万个。2025年1月至8 月，全国交易绿证4.64亿个，其中绿色电力交易绿证1.58亿个。2025年8月，全国单独交易绿证3075万 个，交易平均价格为5.66元人民币/个，环比增长22.77%。 从核发情况看，8月核发的绿证中，可交易绿证1.52亿个，占比55.99%。2025年1月至8月，国家能源局 共计核发绿证18.78亿个，其中可交易绿证12.77亿个。 ...

中新网北京9月20日电 (记者张素)"2024年，全球能源总需求增长2%，与能源相关的碳排放量增长约 1%，均创下历史新高。"近日发布的一份报告有此表述，并指出，中国依然是可再生能源增长的主要推 动力。 2025国际数字能源展举办期间，毕马威中国发布《世界能源统计年鉴2025》(第74版)中文版(下称《年 鉴》)。据介绍，统计年鉴自1952年创刊以来，持续以权威、全面的统计数据记录全球能源供需、碳排 放及可再生能源发展动态。 《年鉴》数据显示，化石燃料在全球能源结构中仍占据主导地位，占比高达87%。石油、天然气和煤炭 的消费量均有所增长，其中天然气增幅最大，达2.5%，煤炭和石油分别增长1%和0.6%。 《年鉴》称，石油仍是最大的能源来源，满足了全球34%的能源需求。可再生能源(不包括水电)是全球 增长最快的能源类型，增速高达9%，过去5年，可再生能源的平均增长率约为全球总能源需求年平均增 长率的五倍。 《年鉴》还称，全球电力需求增长4%，继续领先于总能源需求增速，表明全球能源系统正持续向电气 化方向转变。2024年，可再生能源发电量占全球电力供应的三分之一，但仅满足全球能源总需求的 8%，凸显出可再生能源在 ...

中新网南宁9月20日电(韦佳秀钟雨菲)新加坡贸易与工业部兼文化、社区及青年部高级政务部长刘燕玲 在第22届中国—东盟博览会(以下简称：东博会)会期接受媒体采访时介绍，她关注到本届东博会浓厚 的"AI属性"，各类AI设备集中展出，直观呈现人工智能在多领域的广泛应用，双方在该领域的合作空间 广阔。"希望新中双方能在AI知识技能分享、技术开发与应用推广等方面深化合作，实现互利共赢。" 图为新加坡贸易与工业部兼文化、社区及青年部高级政务部长刘燕玲在第22届东博会会期接受采访。韦 佳秀摄 刘燕玲介绍，过去12年间，新加坡始终是中国最大的外来投资国，而苏州工业园区、天津生态城以及中 新(重庆)战略性互联互通示范项目等标志性合作项目的成功实践，充分展现了双方在制造业升级与数字 经济领域的深度协作成果，为两国进一步拓展合作奠定了坚实基础。 获得了更广阔的贸易对接渠道。基于此，新加坡未来将聚焦人工智能等前沿领域，邀请更多高科技属性 的新兴领域企业参展，进一步深化新方与中国及东盟各国的合作。(完) （文章来源：中国新闻网） 谈及中国—东盟自贸区3.0版，刘燕玲强调，这一升级不仅为企业带来通关便利，更新增了数字经济、 可再生能源等 ...

今年7月,四川宜宾一场科技展上,一个酷似"UFO"的庞然大物瞬间引爆全场——它可不是科幻电影里的道 具,而是中国团队自主研发的全球首台"空中发电站"!这个"巨型充电宝"哪儿缺电就飞哪儿,就像给天空装 了个移动电源。 空中发电站:啥来头,有多牛? 今年6月,全球第一座可以在1500米以上高空发电的兆瓦级高空风能电站SAWES1500,在长沙总装完毕。7 月,在四川宜宾的产融合作大会上,这款即将测试飞行的"空中发电站"引爆全场——它能在千米高空"捕 捉"狂风,一年发电量超600万度,够6000户家庭用一年,效率是地面风车的27倍! 这意味着不久之后,可再生能源将不再仅仅局限于地球表面,人类有望开启"向天要电"的全新时代。实现 这个史诗级创举的,不是老牌能源巨头,而是一家名为"临一云川"的中国公司,创始人是两位"95后"——顿 天瑞和翁翰钶。 这个名为"平流浮空风力发电系统"的大家伙,由轻质浮空囊体、高效涵道风机、智能系缆和地面控制站 组成,囊体里充满氦气,可实现稳定悬浮,直径40米的涵道结构可加速气流,使风能利用率提升超20%。 你可以叫它"浮空器",也可以叫它"天空电站",本质上是一个充满氦气的巨无霸飞艇,体内 ...

本文为转载内容，授权事宜请联系原著作权人 来源：中国新闻网 编辑：张嘉怡 广告等商务合作，请点击这里 8月中国核发绿色电力证书2.71亿个 中新社北京9月19日电 (记者 王梦瑶)绿色电力证书(简称"绿证")是中国认定可再生能源电力生产、消费 的唯一凭证。中国国家能源局19日发布的数据显示，2025年8月，国家能源局核发绿证2.71亿个，涉及 可再生能源发电项目30.65万个。 从核发情况看，8月核发的绿证中，可交易绿证1.52亿个，占比55.99%。2025年1月至8月，国家能源局 共计核发绿证18.78亿个，其中可交易绿证12.77亿个。 从交易情况看，2025年8月，全国交易绿证4838万个，其中绿色电力交易绿证1763万个。2025年1月至8 月，全国交易绿证4.64亿个，其中绿色电力交易绿证1.58亿个。2025年8月，全国单独交易绿证3075万 个，交易平均价格为5.66元人民币/个，环比增长22.77%。(完) 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 ...

智通财经APP获悉，9月19日，国家能源局发布2025年8月全国可再生能源绿色电力证书核发及交易数据。8月，国家能 源局核发绿证2.71亿个，涉及可再生能源发电项目30.65万个，其中可交易绿证1.52亿个，占比55.99%。本期核发2025年 7月可再生能源电量对应绿证2.25亿个，占比83.01%。2025年1—8月，国家能源局共计核发绿证18.78亿个，其中可交易 绿证12.77亿个。 原文如下： 国家能源局发布2025年8月全国可再生能源绿色电力证书核发及交易数据 一、绿证核发情况 2025年8月，国家能源局核发绿证2.71亿个，涉及可再生能源发电项目30.65万个，其中可交易绿证1.52亿个，占比 55.99%。本期核发2025年7月可再生能源电量对应绿证2.25亿个，占比83.01%。2025年1—8月，国家能源局共计核发绿 证18.78亿个，其中可交易绿证12.77亿个。 | 可再生能源发电类型 | 8月核发绿证数量 | 1-8月核发绿证数量 | | --- | --- | --- | | 风电 | 6494 | 71897 | | 太阳能发电 | 7327 | 42794 | | 常规水电 | ...

Core Viewpoint - The development of natural gas power generation in China lags significantly behind global levels, with only 3.2% of electricity generated from gas compared to 43% in the US, 34% in Japan, and 16% in Europe, indicating substantial growth potential for gas-to-coal substitution in the domestic market [1][7]. Group 1: Current State and Future Potential - The demand for flexible power sources in China is immense, with a need to increase flexible resources from 700 million kilowatts to 2-2.5 billion kilowatts to accommodate large-scale integration of renewable energy [2]. - Gas power generation plays an irreplaceable role in ensuring electricity supply security and can help overcome the intermittency of renewable energy sources [3][4]. - The proportion of non-fossil energy in major GDP cities is generally below 20%, indicating significant room for growth, with cities setting ambitious targets for 2030 [4]. Group 2: Advantages of Gas Power Generation - Gas turbines offer rapid response and flexibility, with average start-stop cycles exceeding 300 times per year in regions like Jiangsu, Shanghai, and Zhejiang, which is unattainable for coal power plants [5]. - Natural gas power generation has a carbon emission intensity that is only half that of coal, making it a crucial measure for reducing carbon emissions [6]. Group 3: Challenges and Market Dynamics - Despite the clear advantages and potential for gas power development, there are significant market challenges that need to be addressed for large-scale implementation [8]. - Current pricing policies for gas power generation in China have shortcomings, including a lack of relevant policies in many regions and the absence of a normalized pricing mechanism [9]. - The volatility of fuel costs poses a challenge, with global natural gas prices fluctuating significantly since 2021, complicating project cost predictions and extending payback periods [10]. Group 4: Recommendations for Market Development - To promote the market-oriented development of gas power generation, it is essential to improve pricing mechanisms and establish a "two-part tariff + gas-electric linkage" policy [10]. - Enhancing collaboration between natural gas suppliers and electricity companies is recommended to create an integrated supply chain that combines gas supply, power generation, and end-user consumption [10]. - The development of a collaborative model between gas power and renewable energy projects is encouraged to establish a diversified energy supply system based on clean gas [11].

Core Viewpoint - The Ministry of Ecology and Environment emphasizes the importance of establishing and implementing a policy system for carbon peak and carbon neutrality, highlighting significant progress in renewable energy development and emissions control measures [1] Group 1: Renewable Energy Development - China aims to build the largest and fastest-growing renewable energy system globally, with wind and solar power generation capacity having already met the 2030 national contribution target ahead of schedule [1] - During the 14th Five-Year Plan period, the intensity of carbon dioxide emissions in China is expected to continue to decline [1] Group 2: Emission Control Measures - The government is actively controlling non-carbon dioxide greenhouse gas emissions, having released a methane and industrial nitrous oxide emission control plan [1] - Hydrofluorocarbons have been included in quota management, and the limit for coal mine gas emissions has been tightened from 30% to 8%, enhancing the control over methane emissions [1]

Citi Research September 15, 2025 Aluminium long-term outlook Sleepwalking into the biggest deficits in over 20 years Wenyu YaoAC Metals Strategy wenyu.yao@citi.com +44 20 7986 4551 Maximilian LaytonAC Global Head | Commodities max.layton@citi.com +44 20 7986 4556 Shreyas Madabushi AC Metals Strategy shreyas.madabushi@citi.com +91 22 4277 5048 See AppendixA-1 for AnalystCertification, Important Disclosures and ResearchAnalystAffiliations Citi Research is a division of Citigroup Global Markets Inc. (the "Firm ...