本报驻法国特约记者 董 铭 虽然全球电力需求持续上升，但太阳能和风能等可再生能源的增长正不断推动世界摆脱对于污染更为严 重的化石燃料的依赖。国际能源智库恩伯（Ember）当地时间7日发布的最新数据显示，今年上半年， 可再生能源超过煤炭成为世界最主要的电力来源，这在历史上是首次出现，该智库称此为"关键的转折 点"。 恩伯的数据显示，在今年1月至6月期间，太阳能和风能等可再生能源在全球范围内的发电量达到5072太 瓦时（1太瓦时等于10亿千瓦时），超过煤炭的4896太瓦时。从增长幅度来看，2025年上半年全球电力 需求同比增长2.6%，即369太瓦时，而太阳能发电量增加306太瓦时，风能发电量增加97太瓦时，两者 已经可以覆盖增长的电力需求。 与之相对应的是，同期全球煤炭发电量下降0.6%，天然气发电量下降0.2%，整体化石燃料发电总量下 降0.3%，使得全球电力行业排放量下降0.2%。"这标志着一个转变的开始，即清洁电力的增长正与电力 需求增长保持同步。"恩伯高级分析师莫提卡表示。 在清洁能源增长的背后，全球能源格局出现了显著变化。英国广播公司（BBC）当地时间7日报道称， 发展中国家，尤其是中国，引领了清洁能 ...

相比之下，美国以及欧盟等发达国家则出现了相反的趋势。BBC 报道称，在美国，电力需求的增长快 于清洁能源的产出，加大了对化石燃料的依赖，其上半年煤炭发电量增长17%。国际能源署（IEA）去 年预计称，到2030年，美国将新增500吉瓦可再生能源装机容量。但IEA周二发布的最新报告预测，由 于当前美国政府的政策，美国可再生能源的增长将远低于预期，该机构将上述去年的预测大幅下调50% 至250吉瓦。《纽约时报》报道称，本届美国政府已经撤销了前任政府制定的对风能和太阳能装置、电 动汽车及其他可再生能源项目的税收优惠，同时持续打击风电行业，还撤销了原本旨在增加化石燃料电 厂持续运营成本的法规。 而在欧盟，数月来风能和水力发电表现疲软，上半年天然气和煤炭发电量分别上升14%和1.1%。值得注 意的是，电力基础设施建设不足也是制约欧盟国家使用可再生能源的因素之一。据彭博社8日报道，由 于未能获得相匹配的电网建设投资，欧洲国家有意减少风能和太阳能输出的现象越来越普遍，而与电网 相关的停机成本最终被转嫁给消费者。报道称，今年前9个月，欧洲国家削减的风力发电量显著增加， 西班牙、法国、德国削减量创纪录。 与之相对应的是，同期全 ...

美国总统特朗普在当天的联合国大会讲话中抨击风能等可再生能源"昂贵低效、依赖补贴"，称其为"骗 局"。今年1月，美国总统再次宣布退出《巴黎协定》。 里贝拉补充说，她希望美国的其他力量，包括企业主、市长和州长能够推动投资替代能源，而不是继续 依赖化石燃料。 当地时间23日，欧盟委员会副主席里贝拉警告称，如果美国"忘记世界其他国家"并退出全球气候谈判， 这将是"令人震惊的"，甚至可能相当于"一种自杀"。 （文章来源：央视新闻客户端） ...

Core Viewpoint - The Trump administration is intensifying its opposition to renewable energy, particularly wind energy, by cutting federal funding and canceling previously approved projects, which scientists argue is detrimental to climate change efforts [3][4][9]. Group 1: Government Actions - The Trump administration has canceled $679 million in wind energy funding and is reallocating these funds for infrastructure upgrades [4]. - The U.S. Department of Energy announced the withdrawal of a $716 million loan guarantee for a New Jersey offshore wind project, putting it at risk [4]. - The government halted the construction of a nearly completed wind farm in Rhode Island and Connecticut, citing national security concerns without providing specific details [4][9]. Group 2: Political Reactions - Jared Huffman, a Democratic congressman, criticized the administration's actions as dogmatic and harmful to job creation in the clean energy sector [4]. - New England Democratic governors and labor unions are urging the Trump administration to reverse its decisions, emphasizing the negative impact on jobs and energy security [5][10]. Group 3: Energy Price Dynamics - Trump has incorrectly attributed rising energy prices, which have increased more than twice the inflation rate, to renewable energy sources, labeling them as a "scam" [6][7]. - Energy analysts argue that the price hikes are primarily due to factors such as increased demand from AI and data centers, aging infrastructure, and extreme weather events linked to climate change [7]. Group 4: Project Implications - The "Revolution Wind" project, which was set to be the first commercial-scale offshore wind farm in Rhode Island and Connecticut, is now facing financial implications due to the halted construction [8]. - The cancellation of renewable energy projects threatens to hinder climate goals and could lead to higher electricity prices in the region [8][10].

Core Viewpoint - Orsted, the world's largest offshore wind energy company, experienced a significant stock drop of over 18%, reaching a historic low, following a sudden work stoppage order from the U.S. government regarding a major offshore wind project due to national security concerns [1][2][3]. Group 1: Project Status and Financial Impact - The halted offshore wind project near Rhode Island was 80% complete, with 45 out of 65 wind turbines installed, and had a total investment of approximately $1.5 billion, expected to power around 350,000 homes by the end of 2026 [2]. - The U.S. Bureau of Ocean Energy Management issued the order to review the project, citing the need to address national security concerns, although specific details were not provided [2][3]. - Orsted is evaluating all options to resolve the situation, including potential legal action, as the stoppage directly impacts the project's timeline and financial recovery plans [2][3]. Group 2: Market Reaction and Future Financing - The stock price of Orsted fell sharply, with a drop exceeding 18% following the announcement of the work stoppage [3]. - The company plans to raise $9.4 billion through a share issuance to support its projects, despite the challenges posed by the U.S. government's actions [3]. - Analysts indicated that the work stoppage presents a significant obstacle to Orsted's fundraising efforts, potentially jeopardizing the success of the share issuance [3]. Group 3: Political Context and Industry Challenges - The Trump administration has been critical of renewable energy, halting all offshore and onshore wind project approvals since January, and has publicly stated that no new wind or solar projects will be approved [4][5]. - The U.S. government has tightened federal permitting policies for wind, solar, and hydro projects, which has raised concerns among industry stakeholders about the future of renewable energy development in the U.S. [5][6]. - The recent increase in energy prices across several states has been attributed to various factors, including extreme weather and increased demand, rather than solely the impact of renewable energy projects [5][6].

Group 1 - The core viewpoint is that the global transition to renewable energy is irreversible and unstoppable, as emphasized by the UN Secretary-General António Guterres [1][2] - Global clean energy investment reached $2 trillion last year, surpassing fossil fuel investment by $800 billion, marking a nearly 70% increase over the past decade [1] - The cost of solar energy has decreased to 41% lower than fossil fuels, while offshore wind energy is now 53% cheaper than fossil fuels [1] Group 2 - The global installed capacity of renewable energy is nearly on par with fossil fuels, with almost all new power generation capacity added last year coming from renewable sources [2] - The clean energy sector contributed 10% to global GDP growth in 2023, and employment in this sector has surpassed that of fossil fuels [2] - Guterres identified six key opportunity areas for accelerating the energy transition, including ambitious national climate plans and modernized energy systems [2] Group 3 - To achieve the 1.5°C temperature control target and ensure energy access, clean energy funding must increase more than fivefold by 2030 [2] - Guterres called for reforms in global finance to enhance the lending capacity of multilateral development banks and implement effective debt relief actions [2]

Core Insights - The world is at a historic turning point with fossil fuels nearing their end and the clean energy era beginning [1] - Rapid advancements in solar and wind technologies have led to significant cost reductions and increased investments, driving a deep transformation in energy structures globally [1] - The energy transition is essential not only for addressing the climate crisis but also for energy security, economic growth, and social equity [1] Employment and Economic Impact - Clean energy has created over 35 million jobs globally and has generated economic benefits in multiple countries [1] - Despite the positive impacts, there are still inequalities and imbalances in development, particularly in regions like Africa that remain marginalized [1] Call to Action - There is a call for governments, businesses, and society to seize the current historical opportunity to accelerate the energy transition through policies, technology, and collaboration [1] - The goal is to achieve a sustainable, equitable, and prosperous future [1]

Group 1 - The core point of the article is that President Trump signed an order on July 17 to relax regulations affecting coal plants and iron ore facilities [1] - The order provides a two-year grace period for industries impacted by fossil fuel and ESG regulations established during President Biden's term [1]

Core Viewpoint - The Trump administration threatens to withdraw from the International Energy Agency (IEA) due to its support for green energy and criticism of fossil fuel demand [1] Group 1: Government Position - U.S. government officials believe that the IEA's forecasts are aggressive regarding green transition goals, which impact investment decisions related to fossil fuels [1]

Core Insights - The report from the UK Energy Research Institute highlights a concerning trend where, despite record investments in renewable energy and net-zero commitments from major economies, global carbon emissions are projected to reach a new high in 2024, totaling 4.08 billion tons, an increase of 0.5 billion tons from 2023 [2][4] Group 1: Global Carbon Emissions Trends - Global carbon emissions have been on an upward trajectory since 2021, with an average annual increase of nearly 1% over the past decade, despite increasing international climate commitments [2][3] - The report indicates that while renewable energy sources like wind and solar are expanding, they are not keeping pace with the growth in global energy demand, leading to continued increases in carbon emissions [4] Group 2: Regional Emission Patterns - Over the past decade, carbon emissions have increased by 25% in Africa, 15% in the Middle East, and over 9% in the Asia-Pacific region, while Europe has seen an average annual decrease of 1.4% [3] - The EU's carbon emissions in 2024 are projected to be 3.7 billion tons, a 15% reduction compared to a decade ago, with countries like Germany and the UK making significant progress through policy initiatives [3] Group 3: Energy Transition Challenges - The energy transition is progressing slowly, with renewable energy sources being added to the energy mix without a corresponding reduction in fossil fuel use, which is a key reason for the ongoing rise in global emissions [4] - The report emphasizes that unless global energy demand growth slows or renewable energy begins to significantly replace fossil fuels, emissions are likely to continue to rise [4]