鲁尔区的烟囱曾是德国工业的象征，莱茵河畔的化工园区昼夜不息的机器声，撑起了德国八分之一的工 业产值。 如今却被一股寒意笼罩，英力士关厂、壳牌重组、赢创大规模裁员，10万个直接岗位悬在半空，曾经的 化工巨头们纷纷 "用脚投票"。 这不是短暂的行业波动，而是一场关乎生存的生死战。 德国化工真的要 "凉" 了？ 成本压垮德国化工的"生存底线" 一边是成本飙升，一边是对手围堵，德国化工企业的利润空间被压缩到极致。 对德国化工企业来说，2022年是命运的分水岭。 在此之前廉价的俄罗斯天然气是它们的 "生命线"，天然气占化工生产能源消耗的40%，而当时俄罗斯天 然气的到岸价，仅为现在的1/3。 可随着能源格局突变，德国天然气价格一路飙升，威斯特法伦州一家中型化工企业的负责人算了笔 账："以前每月能源支出300万欧元，现在要花900万，利润直接被吞噬。" 雪上加霜的是欧盟的碳交易体系。 英力士科隆工厂每年光碳抵消费用就高达9000万至1亿欧元，相当于工厂全年净利润的八成，维持现状 都只能勉强收支平衡。 而反观亚洲、中东的竞争对手，中东天然气成本是德国的1/5，还不用承担高额碳成本，产品价格比德 国同类产品低15%-20%。 ...

| 《2025电力市场与数智化储能调研报告》 | 电力交易、技术融合、虚拟电厂与商业创新 | | --- | --- | | 出品方: 因 行家说储能 | 鸣谢: 以下参编单位的特别贡献(排名不分先后) | | UHES | HTHIUM | | Pilof 派诺科技 | | | 调研正式启动,欢迎参编 | 扫码了解 | 此前，行家说储能报道了远信储能获得5GWh储能项目订单（ 点这里 ）。 另外，Fortescue还计划部署 2-3GW 的风能和太阳能发电，以及大规模电池存储等。 ▋ 瑞浦兰钧：签3GWh储能供货协议 在9月中旬，瑞浦兰钧能源股份有限公司（以下简称"瑞浦兰钧"）与全球电网级储能解决方案领导者Energy Vault Holdings, Inc.（以下简称"Energy Vault"） 在美国签署了2026年供货协议。 近日，瑞浦兰钧、 Fortescue 宣布达成储能重要合作，其中瑞浦兰钧拿下3GWh储能系统供货协议； Fortescue则分别与远景能源、比亚迪、隆基绿能签署 协议。 ▋ Fortescue：携手比亚迪、远景、隆基绿能等 据美通社报道，在纽约举行的联合国大会期间，澳大利亚福德 ...

Core Viewpoint - The European Parliament has passed the "Clean Industry Agreement Resolution" and the "Grid Autonomy Initiative Report" to promote the decarbonization of the EU industry and enhance the flexibility of the energy system [1][7]. Summary of the "Clean Industry Agreement Resolution" - Focus on the green transformation of the industrial sector with measures including: - Reduction of energy costs through the "Affordable Energy Action Plan," aiming to increase the EU's electrification rate to 32% by 2030 and reduce dependence on imported fossil fuels [2]. - Localization of clean technology, targeting 40% domestic production of key components for clean technology by 2030, supported by a €100 billion special fund for industrial decarbonization [2]. - Promotion of a circular economy, with the implementation of the "Circular Economy Act" starting in 2026, requiring 24% material recycling by 2030 to reduce resource dependence [2]. Summary of the "Grid Autonomy Initiative Report" - Emphasis on enhancing grid autonomy and the integration of clean energy: - Smart grid construction to promote the application of digital and AI-driven grid technologies, optimizing renewable energy consumption efficiency [3]. - Encouragement of large-scale energy storage systems (such as lithium batteries and hydrogen storage) to balance grid fluctuations [4]. - Strengthening physical connections between member states' grids to improve energy allocation efficiency [5]. Impact on the Energy Storage Industry - The EU plans to add 100 GW of renewable energy capacity by 2030, significantly increasing the demand for energy storage systems. The report includes energy storage technology as part of grid flexibility solutions, with funding support through innovation funds and industrial decarbonization banks. Additionally, the EU will establish a "Critical Raw Materials Procurement Center" to ensure the supply of materials like lithium and nickel for energy storage, while regulating the low-carbon product market through the Carbon Border Adjustment Mechanism (CBAM) [6].

Core Viewpoint - The industrial sector is the primary area for energy consumption and carbon dioxide emissions in China, accounting for approximately 68% of the country's carbon emissions, making decarbonization in this sector crucial for achieving the "dual carbon" goals [1][2] Summary by Sections Industrial Decarbonization Importance - The industrial sector's decarbonization is vital for meeting China's carbon neutrality targets, with a potential reduction of carbon emissions to 450 million tons by 2060, representing a 95% decrease from 2025 levels [1][6] Challenges in Innovation and Commercialization - The report highlights that over 35% of technologies capable of contributing to climate goals have not yet been commercialized globally, indicating significant challenges in the industrial decarbonization process [1][2] - Key technologies such as raw material substitution, waste recycling, electrification, hydrogen substitution, and carbon capture and storage (CCUS) can collectively contribute nearly 80% of the industrial emission reduction potential [2][3] Need for Tailored Solutions - Experts emphasize the necessity of customized approaches for different industrial sectors, as high carbon-emitting industries like steel, cement, and petrochemicals have unique production processes and emission characteristics [4] - A balance between technological evolution and economic feasibility is essential for advancing low-carbon technologies [4] Pathway to Decarbonization - The timeline for industrial decarbonization is outlined, with significant advancements expected in low-carbon process technologies from 2025 to 2035, followed by disruptive technologies from 2035 to 2050, and deep application of carbon removal technologies like CCUS from 2050 to 2060 [6][7] Recommendations for Accelerating Technology Deployment - The report suggests four key areas for breakthroughs: 1. Accelerating the planning and deployment of major carbon neutrality projects in key industrial sectors [7] 2. Enhancing the role of carbon markets and carbon finance in incentivizing industrial decarbonization [7] 3. Establishing technology-specific initiatives to promote research and demonstration of common carbon neutrality technologies [7] 4. Creating a supportive fiscal and tax policy framework to stimulate market activity for carbon neutrality technologies [7]

Core Viewpoint - Plug Power (PLUG.US) has secured $525 million in guaranteed debt financing and announced it will not issue additional equity by 2025, leading to a significant stock price increase, marking its largest single-day gain in nearly a year [1] Group 1: Financial Performance - The company expects its Q1 revenue to be between $130 million and $134 million, surpassing Wall Street's average estimate of $131.6 million [1] - The stock price surged by 46% during trading, closing at $1.02, representing its best performance since May 2024 [1] Group 2: Operational Developments - Plug Power's hydrogen production facility in Louisiana has officially been completed, utilizing renewable energy to produce green hydrogen for major clients like Amazon and Walmart [1] - The company is accelerating its full industry chain layout of "production-storage-transportation-application" [1][2] Group 3: Market Position and Strategy - As the largest supplier of hydrogen fuel cell forklifts globally, Plug Power is advancing multiple green hydrogen production projects to overcome economic barriers in the hydrogen sector [1] - The decision to pursue debt financing instead of equity dilution is interpreted as a sign of management's confidence in improving cash flow [1]

Core Insights - The increasing interest in natural hydrogen, seen as a potential game-changer in the global energy landscape, is attracting major companies from the mining and energy sectors [1][2] - Natural hydrogen, discovered 40 years ago in Mali, is a carbon-free resource that produces only water when burned, leading to a surge in exploration activities by various companies [1][3] - Despite the optimism, there are concerns regarding the environmental impact and transportation challenges associated with natural hydrogen, with the International Energy Agency warning about the difficulties in achieving economically viable large-scale extraction [1][2] Industry Developments - Rystad Energy indicates that Canada and the United States are leading in exploration projects for natural hydrogen, with the next year being critical for the industry [1][2] - Major players like Fortescue and BP are investing in natural hydrogen exploration, with Fortescue's investment of $21.9 million in HyTerra to expand exploration efforts [3][4] - The potential for natural hydrogen to support decarbonization efforts is acknowledged, but the industry is still in its early stages, with significant challenges ahead in terms of efficient extraction and safe transportation [3][4] Investment Trends - The past year has seen a rise in investor interest, with venture capital backing companies like Snowfox Discovery and Mantle8, indicating a shift towards alternative hydrogen solutions amid challenges faced by green hydrogen [2][3] - The focus on natural hydrogen is seen as a promising opportunity for local clean energy, with potential applications across various industries if extraction and cost challenges can be addressed [3][4] - The hydrogen energy alliance emphasizes that while exploration is in its infancy, achieving industrial-scale production could take decades, similar to the shale gas development timeline in the U.S. [4]