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【环球财经】法国国民议会否决两项针对政府能源规划的不信任动议
Xin Hua She· 2026-02-26 06:02
这是总理勒科尔尼领导的政府开年来第5次在不信任动议的表决中过关。两项不信任动议在表决中分别 获得140票赞成和108票赞成,均未达到289票这一不信任动议通过门槛、即获得国民议会过半数议员支 持。 据法国媒体报道,第三个《多年期能源规划》的出台阻碍重重,历经三年的激烈讨论和多次推迟才得以 面世。 法国极右翼政党国民联盟和极左翼"不屈法国"部分议员23日分别在国民议会提交针对政府的不信任动 议,以抗议政府13日发布第三个《多年期能源规划》。国民联盟和"不屈法国"均认为,依据相关法律, 政府本应通过立法程序推进这一能源规划。此外国民联盟还指责,政府对间歇性能源作出"非理性选 择"是受欧盟委员会所左右,以及"在核能问题上撒谎,给公共财政带来重大风险"。"不屈法国"则认 为,该规划"以前所未有的速度放缓可再生能源发展",对法国能源主权构成威胁。 新华财经巴黎2月26日电(记者孙毅) 法国国民议会25日宣布,两项针对政府能源规划的不信任动议在 当天表决中被否决。 据法国政府网站消息,法国第一个《多年期能源规划》于2016年发布,是能源政策的调控与统筹工具。 本次发布的第三个《多年期能源规划》制定了法国2026-2035 ...
国家越穷,电动车越上头
汽车商业评论· 2026-02-18 23:05
加入轩辕同学 , 成就新汽车人! 设计 | 甄 尤 美 来源 | T h e G u a r d i a n , B l o o m b e r g , R e u t e rs 等 编译 | 杜 咏 芳 编辑 | 黄 大 路 2025年初,三十出头的建筑师德加雷格·贝克勒(Deghareg Bekele)下定决心,购入了一辆大众品牌的电动汽车。然而,提车那一刻,喜悦中掺杂 着挥之不去的忐忑。 在他的家乡,埃塞俄比亚首都亚的斯亚贝巴,停电几乎是家常便饭。而且,他对新车的质量也抱有怀疑。 但现在,德加雷格对他的新车十分满意。因为,他再也不用忍受埃塞俄比亚长期燃料短缺造成的加油站长队了。 他说:"即使我一大早就到,也得等两三个小时,而且经常在你轮到之前汽油就用完了。开电动车节省了我很多时间,我一点也不后悔。" 德加雷格的转变,从来不是个例。 他只是一个缩影,映照出一场静默却汹涌的"绿色风暴",正在那些被国际舞台边缘化的国度悄然蔓延。 在世界的版图上,那些国土不大、人口有限的国家,往往被视为全球宏大叙事中的配角,鲜少在能源变革的浪潮中被聚焦。 但恰恰是这些常被忽视的小国,正以出人意料的速度,在电动化转型的道路上奋力 ...
如何看美国撤销气候危害认定的危害
Xin Lang Cai Jing· 2026-02-14 07:11
Core Viewpoint - The Trump administration's decision to revoke the 2009 greenhouse gas endangerment finding marks a significant reversal in U.S. federal climate policy, raising concerns in scientific, legal, and public health domains, with potential implications for judicial, energy sectors, and international climate governance [1][3]. Regulatory Changes - The U.S. Environmental Protection Agency (EPA) described the decision as "the largest single rollback of regulation in U.S. history," claiming it would save taxpayers over $1.3 trillion by alleviating regulatory burdens that exceeded $1 trillion [2]. - The EPA's rationale is that the Clean Air Act was originally intended to regulate criteria air pollutants and toxic substances, not greenhouse gases, suggesting that previous interpretations expanded regulatory authority unnecessarily [2]. Legal and Scientific Controversy - The 2009 finding, established during the Obama administration, recognized six greenhouse gases as threats to public health, forming the legal basis for various emission control measures [3]. - Critics argue that revoking this finding undermines scientific consensus on climate change and contradicts global climate governance trends, potentially complicating future regulatory efforts [3][4]. Broader Implications - The decision is part of a broader trend, with the Trump administration reportedly taking over 300 actions to roll back climate-related policies, which may weaken the U.S.'s credibility in global climate governance [6]. - Recent actions include the revocation of fishing bans in marine protected areas and directives to support coal-fired power plants, which could lead to increased operational costs for electricity users [6][7]. Economic Impact - The economic losses from climate-related disasters in 2025 alone are estimated at $115 billion, indicating a significant financial burden associated with climate inaction [7]. - The interplay between energy security, economic costs, and climate risks will continue to shape the future of U.S. climate governance [7].
金风科技被查,股价稳住了?
IPO日报· 2026-02-09 11:24
Core Viewpoint - The article discusses the recent investigation by the European Commission into Goldwind Technology (金风科技) under the Foreign Subsidies Regulation (FSR), highlighting the implications for the company and the broader context of EU-China relations in the renewable energy sector [2][4][5]. Group 1: Investigation Context - On February 3, the European Commission announced a deep investigation into Goldwind Technology's operations in the EU wind power market, marking a significant action against a Chinese company under the FSR [4]. - This investigation is part of a broader trend where the EU has targeted multiple Chinese companies in 2024, indicating a pattern of scrutiny towards Chinese enterprises in the renewable energy sector [5]. - The Chinese Ministry of Commerce criticized the EU's actions as a form of protectionism disguised as fair competition, citing issues such as insufficient evidence and lack of transparency in the investigation process [5]. Group 2: Market Reaction and Company Performance - Despite the investigation, Goldwind Technology's stock price showed resilience, opening at 26.02 yuan and closing at 26.19 yuan, recovering from a previous drop [1][2]. - The company's stock performance is attributed more to sector-wide adjustments rather than direct fallout from the EU investigation [4]. - As of September 30, 2025, Goldwind Technology reported a high debt-to-asset ratio of 73.11%, indicating potential financial vulnerabilities [7]. Group 3: Strategic Implications - The EU's investigation is seen as an attempt to weaken the competitive edge of China's renewable energy sector, particularly in wind power, as Goldwind is a major player in this field [6]. - The article suggests that the EU's actions are driven by a desire to enhance energy sovereignty and reduce reliance on Chinese technology and products [6]. - The rise of right-wing populism in the West is contributing to a narrative that positions China as a systemic competitor, influencing policy decisions that affect Chinese companies [6].
加拉·杰比莱特矿区将新建200兆瓦太阳能电站
Shang Wu Bu Wang Zhan· 2026-02-06 05:33
《曙光报》2月3日报道,阿尔及利亚国家电力集团代理首席执行官萨马德表示,加拉.杰比莱特铁矿已 按照近、中期的前瞻性规划获得工程建设所需的电力供应,即通过配置30千伏和60千伏的涡轮机与两台 变压器进行供电,为后续建设一座装机200兆瓦的太阳能发电站作准备。该电站还将配备相当于其发电 能力25%的储能,预计将在今年年底投入生产并开始供电。 据悉,该规划不仅包括为矿区供电,还涵盖未来所有相关设施与活动,以及该地区可能出现的居民聚居 区供电需求。他强调,此举属于国家在能源转型、增强能源主权与能源安全、实现可持续发展方面的战 略框架,阿政府计划到2035年实现可再生能源发电1.5万兆瓦的目标,今年年底可再生能源装机预计将 达到3200兆瓦。 萨马德强调,国家电力集团正通过全国性前瞻计划开展电网维护,确保供电连续性,以应对诸如天气波 动、自然灾害以及非法破坏等突发情况。预计在未来几天内投入运行的国家电网控制中心将有助于提升 对电网的监测与维护水平,并可在不进行断电的情况下,使用全球最新技术开展检修与管理。 在加强能源安全方面,他提到阿正努力筹备通过海底电缆向意大利和西班牙出口电力。此外,未来拟实 现北部与南部及更南部地 ...
加蓬政府正式验收马永巴天然气电站一期工程
Shang Wu Bu Wang Zhan· 2026-02-05 17:10
(原标题:加蓬政府正式验收马永巴天然气电站一期工程) 1月25日,加蓬政府正式验收位于尼扬加省的马永巴天然气电站一期工程(装机容 量8.5兆瓦)。该项目是总统重点推动的能源主权项目,投资约170亿中非法郎,旨在解 决南部地区长期电力短缺问题。电站使用天然气发电,未来可扩容至50兆瓦。 ...
加蓬政府正式验收梅永巴燃气电站一期工程
Shang Wu Bu Wang Zhan· 2026-02-04 15:02
2026年1月25日,加蓬政府正式验收位于尼扬加省的梅永巴燃气电站一期工程(装机容量8.5兆 瓦)。该项目是总统重点推动的能源主权项目,投资约170亿中非法郎,旨在解决南部地区长期电力短 缺问题。电站使用天然气发电,未来可扩容至50兆瓦。 (原标题:加蓬政府正式验收梅永巴燃气电站一期工程) ...
欧盟彻底掐断俄罗斯天然气:谁的寒冬,谁的盛宴?
Sou Hu Cai Jing· 2026-02-01 01:44
2026年1月26日,欧盟理事会以压倒性多数通过了一项历史性决议,自2027年1月1日起,全面禁止俄罗 斯液化天然气(LNG)进入欧盟市场,八个月后,俄罗斯管道天然气将被彻底切断。这不仅标志着欧 盟自20世纪70年代石油危机以来最大规模的能源战略转向,更是后冷战时代欧洲地缘政治自主性的一次 公开宣言。 地缘政治推手 欧盟俄罗斯进口天然气份额正在减少(欧盟理事会网站截图) 从结果来看,欧盟俄气禁令的出台是多重因素导致的。但地缘政治是禁令出台的直接推手。 俄罗斯液化天然气设施 当然,这项决定并非突然来临。自2022年俄乌冲突爆发以来,欧盟与俄罗斯之间的能源纽带已在多轮制 裁与反制中逐渐磨损。然而,此次"彻底切割"的决定,以其明确的时间表和不可逆转的态势,打乱了全 球能源格局,由此引发的一系列地缘动荡正从欧洲扩散至全球每个角落。 美国LNG船 具体来说,自2022年俄乌冲突爆发以来,欧盟对俄罗斯实施了多轮制裁,能源领域一直是双方博弈的核 心战场。此次禁令颁布,标志着欧洲能源安全思维的根本性转变,从与俄罗斯相互依赖的经济理性,彻 底转向以战略自主为导向的地缘政治考量。 自从21世纪以来,欧盟与俄罗斯之间形成了深度的能 ...
“电力克苏鲁”赢得AI竞争? 中国发电增量已达美国7倍
虎嗅APP· 2026-01-31 09:38
Core Viewpoint - The article discusses the escalating competition among global tech giants for electricity supply, driven by the increasing energy demands of AI development, highlighting China's significant advantage in power generation capacity compared to the U.S. [5][6][12] Group 1: Electricity Demand and Supply Challenges - Tech giants are entering a "power grab" as AI's energy needs surge, with Meta, Microsoft, and Google forming partnerships with nuclear power companies to secure long-term electricity contracts [8][9][11]. - The U.S. energy consumption is projected to reach a historical high of 29,000 terawatt-hours by 2026, while AI data centers are expected to consume 20%-25% of U.S. electricity by 2030 [5][12]. - The average annual electricity growth rate is only 2%-4%, creating a significant supply-demand gap as AI's energy requirements grow exponentially [12][14]. Group 2: U.S. Energy Infrastructure Issues - The lengthy approval process for new energy projects in the U.S. can take 7-10 years, with over 50% of projects being rejected, leading to delays in meeting energy demands [19][20]. - Aging infrastructure, with over 70% of transmission lines built before the 1970s, exacerbates the energy supply issues, particularly in tech-heavy regions like California and Texas [20][21]. - The conflict between tech companies' energy consumption and local residents' electricity costs has led to significant price increases, with some areas seeing a 200% rise in electricity bills [22][24]. Group 3: China's Energy Advantage - China is projected to add approximately 470 gigawatts of new power generation capacity by 2025, seven times that of the U.S., which is only expected to add 64 gigawatts [26][28]. - The establishment of a nationwide power grid in China allows for efficient energy distribution, overcoming geographical limitations and ensuring a stable supply for AI development [29][30]. - The cost of electricity in China's western regions is significantly lower than in the U.S., providing a competitive edge for Chinese AI companies in terms of operational costs [31][32]. Group 4: Strategic Importance of Energy in AI Competition - The article emphasizes that energy supply is becoming a strategic resource in the AI competition, with countries needing robust energy systems to support technological advancements [37][38]. - The geopolitical implications of energy resources are highlighted, with the U.S. engaging in actions to secure energy supplies globally, reflecting the critical role of energy in future technological competition [40].
哥伦比亚暂停与厄瓜多尔之间的电力交易
Jing Ji Guan Cha Wang· 2026-01-22 11:22
Core Viewpoint - Colombia has suspended international electricity trading with Ecuador to protect national energy sovereignty and security, citing increased pressure on its electricity system and the need to prioritize domestic energy needs [1]. Group 1: Energy Sector - The Colombian Ministry of Mines and Energy announced the suspension of electricity trade based on technical analysis of the national energy balance and climate monitoring [1]. - Colombia's energy minister emphasized the priority of ensuring safe and reliable energy for households, industries, and essential services [1]. - The current energy and trade conditions do not allow for maintaining international electricity transactions without jeopardizing national power supply [1]. Group 2: Trade Relations - Ecuador's president announced a 30% "security surcharge" on imports from Colombia starting February 1, aimed at addressing security issues in border areas [1]. - The Ecuadorian government is urging stronger cooperation from neighboring countries to combat cross-border crime [1]. - In response, Colombia's president stated that efforts are being made to combat drug trafficking through various means [1].