国网嘉峪关供电公司聚焦电网升级核心任务，以规划统筹项目储备，分级推进网架优化，规划建设嘉北、嘉东等关键变电站，将显著 提升区域供电能力和可靠性。同时推进线路改造，城区规划以15个开闭所为核心构建一二级环网目标网架，预期可靠性达99.99%。主备变 电站改造项目，提升设备兼容性，为后去高效承接奠定基础，实现电网优化与用户服务协同发展。 "智能化"是现代电网的核心特征。国网嘉峪关供电公司打造"立体巡检+集中监控"的智能运检体系，完成三镇70%架空线路的航迹规 划、点云建模和一轮次的无人机巡检工作。同时，大力推进配电自动化建设，不断增强电网自愈能力覆盖，自2023年2月份完成首台配电 自动化终端的接入工作，实现配网线路自动化终端零突破，自动化线路从2020年的8条增至47条，配电自动化覆盖率达到89.6%，电网自愈 能力提高52%。 电网是能源输送的"高速公路"，更是经济社会发展的"血脉经络"。近年来，面对嘉峪关快速增长的用电需求和新能源并网消纳的挑 战，国网嘉峪关供电公司锚定新型电力系统建设目标，科学规划电网布局，持续推进主网架升级和配电网改造，提升电网供电能力，为嘉 峪关绿色发展筑牢根基。 茫茫戈壁滩上，光伏板 ...

哥伦比亚《共和国报》9月9日报道，据21世纪可再生能源政策网络（REN21）发布的《可再生能源2025全球现状报 告》，中国引领全球能源转型。仅在2024年，中国就贡献了全球新增可再生能源发电装机（741吉瓦）的60%，达455 吉瓦。欧洲新增可再生能源装机92吉瓦，占全球总量的12%。其次是亚洲和大洋洲，装机占全球10%，达到73吉瓦。 位居第四的是北美，新增装机56吉瓦，占8%。 （原标题：哥伦比亚媒体报道中国是世界能源转型的领头羊） ...

Core Viewpoint - The global energy system is undergoing profound changes, with a rapid transition towards low-carbon energy structures, and countries are exploring green and low-carbon development paths that suit their national conditions [1] Group 1: Global Energy Internet Development - The 2025 Global Energy Internet Conference highlighted the importance of a global energy internet as a major trend in energy transition, characterized by clean energy dominance, electricity-centric systems, interconnectivity, and smart efficiency [1] - China has built the world's largest clean energy corridor, spanning 1,800 kilometers with an installed capacity of 72 million kilowatts, producing 300 billion kilowatt-hours of clean electricity annually, sufficient to meet the annual electricity needs of 300 million people [1] - China's renewable energy generation capacity accounts for approximately 60% of its total installed capacity, making it the largest and fastest-growing renewable energy system globally [1] Group 2: Clean Energy Technology Leadership - China is a global leader in clean energy technologies such as ultra-high voltage transmission and large-scale renewable energy generation [2] - Cross-border electricity trade with neighboring countries has been established, optimizing clean energy allocation and providing a practical model for global green transition [2] Group 3: Electrification of Energy Consumption - The global electrification rate is projected to reach about 20% by 2024, with a 2% increase, indicating a shift towards electricity-centric energy consumption [3] - In the past decade, China's electricity share in total energy consumption has increased by 9 percentage points to around 30%, supporting an 80-fold growth in electric vehicle adoption [3] - The scale of green electricity consumption has surged, with green electricity certificate transactions reaching 2,156 billion kilowatt-hours this year, surpassing the total of the previous three years [3] Group 4: Digital Technology Empowerment - Energy transition relies on digital and intelligent technologies, with artificial intelligence becoming essential for managing large-scale renewable energy integration [4] - AI applications in power systems are expected to enhance climate adaptability and economic efficiency [5][6] Group 5: Global Energy Cooperation - Five key actions proposed for building a global energy internet include accelerating clean energy replacement, advancing new electrification processes, enhancing energy interconnectivity, fostering technological innovation, and strengthening international energy cooperation [6]

投资者及银行人士周三表示，全球顶级矿业公司必和必拓(BHP.US)正处于管理层变动期，当前核心战 略为扩充自有铜矿资产，因此不太可能中途介入英美资源与泰克资源(TECK.US)规模达530亿美元的合 并计划。 周二，伦敦上市的英美资源与加拿大泰克资源宣布合并事宜。此次交易将缔造一家以铜矿为核心业务的 全新全球矿业巨头，同时成为全球矿业史上规模第二大的并购案。 过去一年间，必和必拓采取了另一种策略：斥资20亿美元与加拿大伦丁矿业(Lundin)合作，共同持有阿 根廷两个铜矿项目的股权，其中包括Josemaria铜矿——该矿的开采年限于上月被延长了六年。与此同 时，必和必拓正全力提升智利顶级铜矿Escondida的产量。 对于是否会搅局英美资源与泰克资源的合并交易，必和必拓未予置评，但援引了公司首席执行官近期的 表态：并购仅是增长的诸多杠杆之一。 而就在一年多前，必和必拓曾提出以490亿美元收购英美资源，试图通过这一大型并购案增强其在铜矿 领域的储备——铜被视为能源转型进程中不可或缺的关键金属，但该收购提案最终未能成行。 管理层更迭可能是必和必拓推进大型并购的另一大障碍。今年3月，Ross McEwan接替执掌公 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 鑫椤锂电 2025 年 9 月 10 日，以 " 海外新风口 &国内投标装机 大揭秘 " 为主题的直播活动顺利开展， 鑫椤资讯 储能研究员 朱志翔 预测 了储能电芯及系统价格 、 分析了 海外储能市场火爆背后的原因 ， 并对 下半年 国内招投标市场和全年装机 进行了 预测，为行业发展提供了关键参考。 电芯与系统价格短期波动，竞争日趋激烈 近期，储能电芯价格出现短期波动，主要受海外订单阶段性释放和国内中标需求持续走高的影响，导致短 期内供需失衡。 同时， 6月底碳酸锂价格的上涨也对电芯成本产生了一定影响，但由于涨幅在碳酸锂价格联动机制风险可 控范围内，并未成为价格上涨的主要原因。 储能系统方面，自 531抢装潮后，价格虽随电芯价格上涨有所反弹，但整体仍保持下行趋势。 中东地区成为储能市场的新热点。 各系统厂商之间的竞争异常激烈，价格难以大幅反弹。头部厂商通过量产大容量电芯，在 4小时储能项目 报价中展现出强大竞争力，最低报价已跌破0.4元/Wh。 头部厂商竞争激烈，大容量电芯成关键 在市场竞争格局方面，头部储 ...

在能源转型浪潮中，外界原本认为，能源转型应逐步减少对石油、天然气和煤炭的需求，化石燃料需求 理应越来越少。但现实是，近期，石油、天然气和煤炭的需求持续增长，天然气尤其如此。这让能源转 型倡导者颇为不满，认为天然气产需量增长是逆潮流而动。但笔者认为，天然气需求和产量增长既顺应 减碳需要，更顺应能源需求，并非逆潮流的举措。 从天然气能源的必要性看，多家石油巨头最新季度报告均强调了液化天然气(LNG)业务的重要性。当前 已迎来人工智能时代，分析师认为，人工智能将推动全球电力需求飙升，而风电和太阳能无法满足数据 中心的新增电力需求，天然气发电恰恰是最稳定和清洁的能源供应方式，因此只能寄望于LNG这一化 石能源。事实上，LNG也已成为能源巨头的关注焦点。此前，壳牌宣布计划到2030年新增1200万吨/年 LNG产能。法国道达尔能源公司既推进自有LNG项目，也与其他生产商开展LNG贸易，计划到2030年 将公司控制的LNG量提升50%。今年初，英国石油公司(BP)在塞内加尔和毛里塔尼亚近海启动了新的 LNG项目，并计划将这两个国家打造成大型LNG枢纽。埃克森美孚和雪佛龙在该领域同样雄心勃勃： 埃克森美孚计划到2030年将 ...

近期，天然气需求和产量也都大概率会上升，连能源转型的积极倡导者国际能源署(IEA)都在近期报告 中表示，预计天然气需求将持续增长，尤其是LNG需求。在能源转型最激进的欧洲，可再生能源的大 幅增长也并未显著降低天然气需求。结合人工智能增长前景及其对电力需求的影响后，可以判定，未来 对天然气的需求只会更加稳固。 从天然气能源的必要性看，多家石油巨头最新季度报告均强调了液化天然气(LNG)业务的重要性。当前 已迎来人工智能时代，分析师认为，人工智能将推动全球电力需求飙升，而风电和太阳能无法满足数据 中心的新增电力需求，天然气发电恰恰是最稳定和清洁的能源供应方式，因此只能寄望于LNG这一化 石能源。事实上，LNG也已成为能源巨头的关注焦点。此前，壳牌宣布计划到2030年新增1200万吨/年 LNG产能。法国道达尔能源公司既推进自有LNG项目，也与其他生产商开展LNG贸易，计划到2030年 将公司控制的LNG量提升50%。今年初，英国石油公司(BP)在塞内加尔和毛里塔尼亚近海启动了新的 LNG项目，并计划将这两个国家打造成大型LNG枢纽。埃克森美孚和雪佛龙在该领域同样雄心勃勃： 埃克森美孚计划到2030年将LNG资产增 ...

该项目位于盐城条子泥和竹根沙海域，分四期300兆瓦和五期200兆瓦两期建设，安装125台风力发电机 组，总装机容量50万千瓦。该项目通过优化设计，预留养殖、捕捞空间等手段，促进了风电与渔业和谐 共赢。四期项目以"一个世界首创、五个国内首创"及80余项创新成果，斩获"国家优质工程金奖"，并于 2023年入选国家"中欧绿色低碳发展合作典型案例"。五期项目再次摘得国家级奖项"中国安装工程优质 奖(中国安装之星)"。项目投运至今，累计贡献绿色电力65.74亿千瓦时，可满足899万居民年用电需求。 该项目刷新中国海上风电单项目发电量纪录，更以"中外合资+智慧运维+碳资产运营"三重创新，为全 球能源转型提供"中国方案"，树立了海上风电高质量发展的行业标杆。 本报讯(卞小燕史晓红柏成)首批中欧能源合作典型案例遴选结果近日发布，作为国内首个中法合资落地 建成并商业化运营的海上风电项目——国华东台海上风电项目榜上有名，系全省唯一入选的海上风电项 目。 ...

Core Viewpoint - The energy sector is crucial for economic development and national security, with digitalization and intelligence reshaping the global energy landscape [1] Group 1: New Energy Systems - The integration of digital technology with new power systems is essential for creating a secure, green, and economically viable energy framework in China [1] - Energy activities account for 80% of China's carbon emissions, with electricity generation contributing 40% of that [1] Group 2: Nuclear Energy - Nuclear energy is recognized globally as a near-zero carbon clean energy source, supporting high-energy industries in carbon reduction and contributing to the new energy system [3] - The high energy density of nuclear fuel makes it suitable for various applications, including those in challenging environments [3] Group 3: Smart Grid and Digitalization - The State Grid Corporation emphasizes the importance of digitalization in enhancing the energy transition, implementing various applications to support the new power system [4] - Initiatives include the development of a comprehensive digital grid and AI applications to improve service delivery [4] Group 4: Hydrogen Energy - Hydrogen is viewed as the ultimate energy source of the 21st century, with over 60 countries developing hydrogen strategies, and China's hydrogen industry expected to exceed one trillion by 2025 [6] - China Petrochemical Corporation is actively developing hydrogen infrastructure in Liaoning, including the establishment of hydrogen refueling stations [6] Group 5: Oil and Chemical Industry Transition - The oil and chemical industry in China is transitioning from primary chemical production to fine chemical manufacturing, with fossil fuels remaining dominant for the foreseeable future [8] - The industry aims for high-quality development through technological innovation and green low-carbon pathways during the 14th Five-Year Plan [8] Group 6: Future Trends in Energy Transition - The energy transition in China is expected to showcase multi-energy collaboration, diverse application scenarios, and breakthroughs in disruptive technologies [11] - The discussions at the event highlighted the need for a systematic approach to digital and intelligent transformation in the energy sector [13]

Group 1: Energy Policy Shift - The Trump administration is abandoning clean energy sources like solar and wind, focusing instead on traditional energy to establish "American energy dominance" globally [1][11] - The "Great and Beautiful Act" replaces previous clean energy incentives, imposing stricter requirements for solar and wind projects to qualify for tax credits [4][7] - The administration's policies are expected to significantly delay the approval process for renewable energy projects, increasing operational challenges for developers [7] Group 2: Historical Context of Clean Energy in the U.S. - The U.S. began focusing on clean energy in the 1970s due to the oil crisis, leading to various supportive legislations for renewable energy development [2] - The Obama administration marked a peak in clean energy support, with significant investments and incentives aimed at boosting the sector [3] Group 3: Economic Impact of Energy Policy Changes - The U.S. is projected to add 64 GW of new power capacity by 2025, primarily from clean energy sources, despite the current administration's push against renewables [8] - Investment in renewable energy projects has dropped by $20.5 billion in the first half of the year, a 36% decrease compared to the previous year [8] - The renewable energy sector has already lost over 165,000 jobs in the first half of the year due to tightening policies [9] Group 4: Global Implications of U.S. Energy Policy - The shift away from clean energy in the U.S. undermines global climate efforts, potentially slowing down investment in clean technologies worldwide [10] - The U.S. energy policy is seen as a geopolitical strategy to weaken China's competitive advantage in solar and wind technology [11]