2025年，随着可再生能源产出的激增压倒了电网的承载能力，欧洲电力市场遭遇了前所未有的"负电 价"冲击，突显出绿色能源转型中供需失衡与基础设施滞后的结构性矛盾。 这种策略使交易商能够从可再生能源供应受天气影响而扩大的价格波动中获利。随着电价波幅的加宽， 通过储能手段进行"低买高卖"的商业模式正变得愈发有利可图。 负电价频次的增加正在重塑欧洲电力市场的格局，这一现象在挤压可再生能源开发商收入的同时，也为 那些押注储能技术的交易商创造了新的套利机会，市场波动性正成为新的常态。 基础设施滞后加剧市场波动 尽管可再生能源扩张迅速，但将电力输送到需求端的电网升级，以及用于储存过剩电力的电池设施建 设，目前均滞后于新发电产能的步伐。这种基础设施的错配意味着，电网无法有效应对天气的变化无 常。 当风能和太阳能产出不足时，化石燃料仍是电力系统的关键组成部分，需提供必要的备份支持。这种对 天气的依赖性导致了极端的市场波动：一方面是供应过剩时频繁出现的负电价，另一方面是供应紧张时 价格的急剧飙升。有限的传输能力、不足的存储空间以及缺乏灵活性的需求端，共同加剧了这一"过剩 与短缺"并存的现象。 套利交易的新机遇 负电价的常态化虽然 ...

AI播客：换个方式听新闻 下载mp3 这种红色金属在12月飙升至每吨12000美元以上的历史新高，并在2025年上涨了超过30%，是自2009年 世界走出金融危机、铜价暴涨超140%以来的最大年度涨幅。分析师预计，到2030年代，这种工业金属 的需求将超过矿产供应，明年的价格将维持高位。 音频由扣子空间生成 随着美国关税、供应中断以及对全球短缺的担忧在年底助推了一波疯狂的涨势，铜价有望创下十多年来 的最大年度涨幅。 从化石燃料向风能、太阳能等可再生能源的转型，汽车的电气化，以及为人工智能提供动力的数据中心 建设热潮，都在推动铜需求的增长。然而，老化的铜矿生产力正在下降，而投产新矿不仅成本高昂且耗 时数年。 大宗商品经纪商StoneX的高级金属需求分析师Natalie Scott-Gray表示，持续的高价可能导致一些制造商 选择更便宜的替代品，或打击脱碳等被视为非必要领域的需求。她指出，价格上涨是今年多种因素汇聚 而成的"完美风暴"的一部分，这些因素包括紧张贸易局势的缓和、关于俄乌和平协议的谈判以及美国进 口关税的影响。 金融服务集团Marex的基本金属策略师Alastair Munro表示，许多市场参与者都在 ...

此举正值Meg O'Neill准备于4月接替Murray Auchincloss担任英国石油首席执行官之际，O'Neill此前曾执 掌澳大利亚能源集团Woodside Energy Group。 O'Neill执掌英国石油后将肩负提升该公司盈利能力、重新聚焦油气主业的重任，这标志着该公司在经 历新能源领域探索后战略方向的重要回调。 此次突然的管理层变动正值英国石油因一系列逆风而落后于竞争对手。近年来，英国石油在向可再生能 源转型的过程中遭遇盈利困境，股价长期落后于埃克森美孚、壳牌等竞争对手。随着激进投资者埃利奥 特投资管理公司持续施压，该公司今年已悄然调整航向：削减数十亿美元可再生能源投资，重新聚焦传 统油气业务。然而，这一最新努力仍未能打动投资者。 据知情人士透露，英国石油(BP.US)即将与投资公司Stonepeak Partners达成协议，出售其旗下嘉实多 (Castrol)部门的多数股权。据报道，根据协议，英国石油将获得约60亿美元，以出售其润滑油业务65% 的股份，这笔交易对该部门的估值(包括债务)为100亿美元。这家石油巨头此前计划在2027年底前剥离 价值200亿美元的资产，以改善其资产负债表 ...

李一博介绍，团队在高温期间沿长江流域进行了大规模田间试验。他们将QT12导入到 杂交稻品种"华占"中，显著提高了其结实率、单株产量和稻米品质，在武汉、杭州和长沙的 小区产量分别增加了49.1%、77.9%和31.2%。相关成果于今年4月30日发表于国际学术期刊 《细胞》。 中国科学院院士林鸿宣高度评价，认为其机制还可拓展至其他禾本科作物，具有广泛的 应用前景和战略意义。 据悉，团队已与国内多家企业达成成果转化开发意向协议，将加快应用于育种实践。 另据新华社报道，"全球可再生能源增长势不可当"获评年度头号突破。《科学》杂志认 为，2025年全球可再生能源在多个领域超过传统能源，这一重大转型主要由中国引领。 美国《科学》杂志公布其评选的2025年度十大科学突破，华中农业大学的耐热水稻研究 入选。专家认为，该成果为全球粮食安全应对气候变化提供了突破性解决方案。 据介绍，华中农业大学水稻团队李一博教授课题组历经10余年攻关，突破传统温室筛选 等方法不能反映真实环境的局限，从来自中国、菲律宾、巴基斯坦、印度尼西亚、埃及、印 度等国家万份种质中进行了大量遗传分析，筛选出了水稻对抗高温的关键基因QT12。QT12 会与蛋白 ...

感谢IT之家网友 、 的线索投递！ 今年 11 月在巴西贝伦举行的联合国气候大会上，多项数据表明，全球碳排放仍在缓慢上升，多国未能兑现 2015 年《巴黎协定》中承诺的减排目标，将全球 升温控制在 1.5 ℃以内的目标几乎已无实现可能。但牛津大学数据科学家、气候研究者 Hannah Ritchie 认为，正是可再生能源的扩张，让化石能源的长期衰 退首次"清晰可见"。她指出，中国正"处在一个非常接近的临界点"，即开始真正挤压煤炭的空间，其他地区很可能随后跟进。 《科学》指出，中国强大的工业体系是这一趋势的主要驱动力。全球约 80% 的太阳能电池、70% 的风力涡轮机及 70% 的锂电池由中国生产，且在成本上具 备绝对优势。亚洲协会政策研究所中国气候项目负责人李硕指出，中国依托庞大的经济规模、制造能力以及充分的竞争，成功掌握了这一产业。 随着产能扩张，相关设备价格持续下降，需求随之激增，进一步推动规模化生产，形成了价格与需求相互促进的"正反馈循环"。如今，可再生能源相关产业 已占中国经济总量的 10% 以上，在全球许多地区，风能和太阳能已成为最廉价的电力来源。 12 月 19 日消息，据新华社，当地时间 12 月 ...

Core Insights - The Atum Solar Egypt project has been launched in the Suez Canal Economic Zone, with an investment of approximately $220 million aimed at producing 2 gigawatts of photovoltaic cells and components annually [1] Group 1: Project Overview - The Atum Solar Egypt project covers an area of about 200,000 square meters [1] - The project is expected to contribute significantly to Egypt's renewable energy transformation and carbon emission reduction [1] Group 2: Strategic Importance - The project represents a strategic step towards localizing Egypt's photovoltaic industry [1] - The Suez Canal Economic Zone is seeking to transition towards a green economy in line with global development trends [1]

Core Insights - Scatec ASA has commenced commercial operations for the second 60 MW phase of the 120 MW Mmadinare Solar Cluster in Botswana, marking a significant milestone in the company's renewable energy initiatives [1][2] Project Overview - The Mmadinare Solar Cluster is Scatec's inaugural project in Botswana, with the first phase operational since March 2025 [2] - The power plant is backed by a 25-year power purchase agreement (PPA) with Botswana Power Corporation, ensuring predictable revenue streams [2] - Scatec currently holds 100% ownership of the project but plans to invite additional equity partners to reduce its long-term economic interest [2] Operational Achievements - The second phase of the solar power plant was completed within budget and ahead of schedule, demonstrating Scatec's commitment to renewable energy development in the region [3] - The project is expected to generate a total of 280 GWh of clean energy annually, contributing to a reduction of approximately 380,000 tonnes of CO2 emissions [5] Strategic Importance - The successful operation of the solar power plant is a crucial step for Botswana, which has significant potential for renewable energy deployment to support economic growth [3][4] - Scatec's involvement in Botswana's first utility-scale solar PV facility underscores the company's role in advancing sustainable energy solutions in the region [4] Company Profile - Scatec is a prominent renewable energy solutions provider, with 6.2 GW of capacity in operation and under construction across five continents [6] - The company is dedicated to enhancing access to reliable and affordable clean energy in emerging markets, driven by a vision of improving the future [6]

Core Viewpoint - The collaboration between Beijing Haibosichuang Technology Co., Ltd. and LEAG Clean Energy Co., Ltd. aims to establish a large-scale energy storage project in Germany, with a capacity of 1.6GWh, positioning it among Europe's significant battery storage facilities [3][5]. Group 1: Project Overview - The project, named "GigaBattery Boxberg 400," is a crucial part of LEAG's "Giga Factory" strategy, which integrates photovoltaic, wind power generation, energy storage, and hydrogen-compatible power plants [5]. - The Boxberg project will utilize Haibosichuang's 4-hour energy storage system solution, based on the proven HyperBlock III product, known for its excellent environmental adaptability and advanced cooling technology [5][6]. Group 2: Strategic Importance - The project supports the regional integration of renewable energy and provides essential grid services such as peak shaving and frequency regulation, thereby enhancing energy supply security in Germany [6]. - LEAG's CEO emphasized that the project will accelerate the "Giga Factory" strategy and contribute to a carbon-neutral energy system, highlighting the indispensable role of battery storage in stabilizing renewable energy supply [6][9]. Group 3: Company Experience and Commitment - Haibosichuang has extensive experience in large-scale storage and commercial storage, having deployed over 45GWh of storage systems across more than 400 projects globally [6][7]. - The company will provide a comprehensive "turnkey" service covering project design, core equipment supply, commissioning, and long-term operational support to ensure high-quality project delivery [6][7]. Group 4: Market Context - The collaboration aligns with Germany's strategic direction to expand large-scale storage capacity, with the government recognizing storage systems as a core component of a secure, economical, and sustainable power system [7]. - The partnership is seen as a benchmark for battery storage deployment in Europe, showcasing the importance of global collaboration in advancing energy transition [9].

Core Insights - The partnership between Haibosichuang International and LEAG Clean Energy aims to develop a large-scale energy storage project in Germany, named "GigaBattery Boxberg 400," with a capacity of 1.6 GWh, positioning it among Europe's major battery storage facilities [1][2] - The project is a key component of LEAG's "Giga Factory" strategy, which focuses on creating a reliable, sustainable, and secure energy supply system in Germany [1][2] - Haibosichuang will implement its 4-hour energy storage system solution, based on the HyperBlock III product, which is designed to operate efficiently under various climate conditions and meets European grid-level storage requirements [1][2] Company and Industry Summary - LEAG's CEO emphasized that the project will accelerate the "Giga Factory" strategy and support the transition to a carbon-neutral energy system, highlighting the essential role of battery storage in stabilizing renewable energy supply [2] - Haibosichuang, a Tier 1 energy storage system solution provider, has established its EMEA headquarters in Frankfurt, Germany, and has deployed over 45 GWh of storage systems across more than 400 projects globally, gaining significant recognition in the international market [2] - The collaboration will provide a comprehensive "turnkey" service covering project design, core equipment supply, commissioning, and long-term operational support, ensuring high-quality project execution [2]

Core Viewpoint - The collaboration between Beijing Haibo Science and Technology Co., Ltd. and LEAG Clean Energy Co., Ltd. aims to establish a large-scale energy storage project in Germany, with a capacity of 1.6GWh, positioning it among Europe's significant battery storage facilities [1][3]. Group 1: Project Overview - The project, named "GigaBattery Boxberg 400," is a crucial part of LEAG's "Giga Factory" strategic plan, which integrates photovoltaic, wind power generation, energy storage, and hydrogen compatibility into a comprehensive renewable energy hub [3]. - The Boxberg project will utilize Haibo's 4-hour energy storage system solution, based on the mature HyperBlock III product, which has demonstrated excellent environmental adaptability and stability across various climates [5][6]. Group 2: Strategic Importance - The project will support regional renewable energy integration, providing essential grid services such as peak shaving and frequency regulation, thereby enhancing energy supply security in Germany [6]. - LEAG's CEO emphasized that the project will accelerate the "Giga Factory" strategy and is vital for building a carbon-neutral energy system, highlighting the indispensable role of battery storage in stabilizing renewable energy supply [6]. Group 3: Company Background and Capabilities - Haibo Science and Technology is recognized as a Tier 1 energy storage system solution provider, with its EMEA headquarters in Frankfurt, Germany, and has deployed over 45GWh of storage systems across more than 400 projects globally [8]. - The company will offer a full-chain "turnkey" service for the project, covering design, core equipment supply, commissioning, and long-term operational support to ensure high-quality project delivery [8]. Group 4: Market Alignment and Future Commitment - The collaboration aligns with Germany's strategic direction to expand large-scale storage capacity, supported by favorable government policies aimed at building a secure, economical, and sustainable power system [8]. - Both companies expressed their commitment to driving the energy transition in Europe, with LEAG's CEO noting the complementary strengths of both firms in establishing new benchmarks for battery storage deployment [8][10].