对于中国能源前景，报告认为，到2035年，我国一次能源需求将达到峰值约50亿吨标油，2060年仍将保 持在45亿吨标油以上，能源结构呈现"煤减、油气稳、非化石升"的均衡化特征。天然气将在替代煤炭、 支撑新型电力系统中发挥关键作用。 又讯 12月11日在北京召开的2025国际能源发展高峰论坛上，中国石油集团经济技术研究院连续第十年 发布《世界和中国能源展望报告(2025版)》。报告指出，未来十年全球能源需求年均增量仍将保持高 位，约2.3亿吨标油;化石能源韧性超预期，多种因素可能使石油需求达峰时点推迟至2040年左右。天然 气需求潜力大幅提升，预计在2040~2045年间达到峰值5万亿立方米，其中AI算力增长将成为推高气电 需求的重要动力。 ...

格隆汇12月15日｜欧佩克14日发布的最新能源展望报告预计，到2050年，全球能源需求将增长23%。从 能源结构看，石油仍将是占比最大的单一能源，份额略低于30%；在2024年至2050年间，石油与天然气 合计占比预计始终保持在50%以上。从区域分布看，全球能源需求增长几乎全部来自发展中国家。与此 同时，发达国家的能源需求总体将保持平稳，或出现下降趋势。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：宋政 HN002） ...

交通领域是当前核心需求场景，2024年占比达46%。燃料电池电动汽车在公交、长途卡车、物料搬运等 高频场景快速渗透，美国已投用超5万台燃料电池叉车，2022~2024年重型卡车试点活跃度提升120%。 固定电源领域以40%的占比紧随其后，数据中心、医院、工业设施对韧性低碳离网电源的需求激增。技 术层面，质子交换膜燃料电池凭借高功率密度、快速启动等优势占据52%市场份额(约18.9亿美元)，成 为交通领域主流技术路线。当前占技术市场24%的固体氧化物燃料电池(SOFC)，因高效热电联供特性， 被预测为未来十年工业清洁供热与基荷电源的标准配置。 报告指出，尽管行业仍面临初始基建成本高、氢能供给不足等挑战，但技术创新正加速突破瓶颈。分析 师预测2030年绿氢成本将下降40%~60%，大幅提升燃料电池系统的经济性。在政策与产业协同推动 下，氢燃料电池正逐步成为全球能源结构的常态化组成部分。 (图建平) 中化新网讯 近日，美国DataM Intelligence智库发布报告显示，2024年，全球氢燃料电池市场规模达36.4 亿美元，预计2030年将增至59亿美元，2024~2031年复合年增长率将达8.3%。这一增长态 ...

Core Insights - The PPI trends in China, the US, and Europe have diverged significantly post-pandemic, with China experiencing low PPI, the US maintaining relatively high PPI, and Europe showing considerable volatility. This divergence is primarily attributed to differences in energy structures and demand dynamics across these regions [1][4]. Energy Structure Impact - China's PPI is highly sensitive to coal prices, which are currently low due to weak demand and expanded supply. The domestic coal production has exceeded historical levels, and the demand from traditional sectors like real estate has decreased, leading to a prolonged low PPI [8][18]. - The US has a strong energy independence, primarily relying on oil and natural gas. The PPI is less affected by energy price fluctuations compared to Europe, with stable natural gas prices and a significant impact from rising oil prices due to global supply and demand dynamics [11][13]. - Europe's PPI has been significantly influenced by volatile natural gas prices, especially following the Russia-Ukraine conflict, which led to a sharp increase in energy costs. The subsequent measures to reduce dependency on Russian gas have also contributed to PPI fluctuations [14][22]. Demand Dynamics - In China, the transition from traditional to new economic drivers is underway, with the real estate sector in a downturn. This has led to reduced demand for related products, suppressing PPI. However, new economic drivers are beginning to support a gradual recovery in PPI [2][16]. - The US has shown strong demand resilience due to substantial fiscal stimulus during the pandemic, which increased disposable income and consumer spending. Despite rising labor costs and interest rates, the PPI has only seen moderate declines [19][20]. - Europe is experiencing a mild recovery in demand post-pandemic, but high energy costs and external demand declines have previously suppressed PPI. Recent economic recovery efforts and fiscal policies are expected to support a gradual increase in PPI [15][22].