点击 国家能源局 关注 National Energy Administration 世界天然气发展 » 图读懂 展报告2025 2024年8月97 天然气发展形势 天然气消费增速回升 亚太引领全球增长 / 2024年,世界天然气消费量4.13万亿立方米, 同比增速由上年的0.1%增至2.5%。 消费量4.13万亿立方米 IT E 三大市场消费量:欧洲同比增长 1.4%,近三年 以来的首次正增长:北美地区同比增长 1.3%; 亚太地区同比增长 4.5%。 勤探开发投资调整 产量增速持续上升 全球油气勘探 HD THE PERSELLE 554.017 2024年,全球油气勘探开发投资支出5540亿美 元,降幅2.5%,为2021年以来首次下跌。 2024年,全球天然气产量 4.12万亿立方米，同比 增长 1.5%,较上年提升 1.2 个百分点。 天然气贸易恢复增长 贸易流向持续调整 2024年,世界天然气贸易量1.2万亿立方米,同 比增长1.9%。 2024年,管道气贸易量同比增长 2.2%，占天然气 贸易总量的 55.4%; LNG 贸易量同比增长 1.4%。 全球供需总体宽松 天然气价格稳步下行 / 20 ...

Core Viewpoint - The article emphasizes the growth and transformation of China's natural gas industry, highlighting its role in the global energy transition and the importance of policy reforms to enhance market efficiency and security [8][36]. Group 1: Global Natural Gas Development Trends - In 2024, global natural gas consumption is projected to reach 4.13 trillion cubic meters, with a year-on-year growth rate of 2.5%, driven by lower international gas prices and moderate economic recovery [11]. - Asia-Pacific leads global growth with a consumption increase of 4.5%, particularly in China and India, which see growth rates of 7.3% and 13.0%, respectively [11]. - Global natural gas production is expected to grow by 1.5% to 4.12 trillion cubic meters, with significant contributions from the Middle East and Russia [13]. - The global natural gas trade volume is anticipated to increase by 1.9%, with pipeline gas trade growing by 2.2% and LNG trade by 1.4% [13][14]. Group 2: China's Natural Gas Development - In 2024, China's natural gas consumption is expected to grow by 7.3%, with its share in total primary energy consumption rising to 8.8% [18]. - The industrial fuel consumption of natural gas is projected to increase by 6.1%, driven by equipment upgrades and the expansion of strategic emerging industries [19]. - Domestic natural gas production is forecasted to reach 246.5 billion cubic meters, marking a 6.0% increase, with unconventional gas production surpassing 100 billion cubic meters for the first time [20]. - Natural gas imports are expected to grow by 9.9% to 1.817 trillion cubic meters, with pipeline gas imports increasing by 13.1% [20]. Group 3: Market System Reforms - The implementation of the Energy Law aims to enhance the legal framework for the natural gas sector, promoting exploration and development while ensuring supply security [27]. - The establishment of the National Pipeline Network Group has facilitated the separation of transportation and sales, increasing the number of shippers from 5 to 765 [29]. - The marketization of natural gas pricing has progressed significantly, with the share of market-based pricing for various gas sources increasing [31]. Group 4: Future Outlook for Natural Gas Development - In the first half of 2025, China's natural gas consumption is expected to grow by 2% to 3%, with production continuing to increase for the ninth consecutive year [34]. - The completion of the China-Russia East Line is anticipated to enhance gas imports, while LNG imports will be adjusted based on international price fluctuations [34]. - The article highlights the importance of achieving a balance between supply and demand amid geopolitical uncertainties and climate change challenges [34].

Core Viewpoint - China Huaneng is actively responding to the challenges posed by Typhoon "Weipa" and is ensuring stable energy supply during the summer peak demand period through comprehensive measures and multi-energy coordination [1][11]. Group 1: Typhoon Response and Energy Supply - China Huaneng initiated a level III natural disaster warning on July 20, closely monitoring the typhoon's path and weather changes to ensure the safety and stability of its power generation units [1]. - The company has established a multi-energy supply network that integrates water, fire, wind, and solar energy to maintain energy supply security during high-temperature conditions [1]. Group 2: Hydropower Optimization - Huaneng Yunnan Company has optimized hydropower generation through precise forecasting and dynamic adjustment of power supply strategies, achieving a pre-flood water conservation increase of 10.91 billion kWh and a total energy storage conversion of over 86 billion kWh [2]. - The company has successfully increased hydropower generation by 3.36 billion kWh during the summer peak, with six hydropower stations operating at full capacity for 20 consecutive days [2]. Group 3: Renewable Energy Development - Huaneng Yunnan Company has accelerated the construction of renewable energy projects, achieving a total installed capacity of over 7.44 million kW, with solar and wind projects contributing over 45.9 billion kWh of green energy, a year-on-year increase of 33% [7][6]. - The company has implemented a "128" management system for renewable energy production, enhancing the utilization rates of wind and solar energy to 99.54% and 99.97%, respectively [6]. Group 4: Thermal Power Management - Huaneng Hebei Shangan Power Plant has established a task force to ensure energy supply during peak demand, achieving a maximum daily generation of 4.92 billion kWh and a monthly generation of 120 billion kWh, with a cumulative generation surpassing 550 billion kWh, a 9% year-on-year increase [5][8]. - The plant has improved fuel supply management and enhanced coal storage capacity to over 500,000 tons, ensuring reliable operation under varying load conditions [8]. Group 5: Ongoing Energy Supply Efforts - The company continues to implement detailed management strategies to ensure stable energy supply, with various plants across regions actively participating in peak load management and emergency preparedness [10][11]. - Huaneng is committed to maintaining energy supply security and supporting social and economic operations during high-temperature conditions, demonstrating its role as a central enterprise [11].