一句 "白露种高山，秋分种平川"道出了物候之变。而能源与气候间，也存在着某种明显且愈加复杂的互动。 能源与气候的双向塑造 回看今夏，全国一度陷入 "蒸笼模式"。 浙江也 "不甘示弱"， 特别是 8月，平均最高气温35.8 ℃、高温日数22天，相比常年偏大 2.9℃、偏多13天。 浙北、浙中温度尤高，杭州地区更是从 8月3日至31日，连续29天高温日数，打破了8月最多、连续最长高温日数等多项纪录。 夏季全社会负荷也维持高位 。 除经济增长等因素外，最直接的影响就属高温。入夏以来，截至 8月底，浙江省地两级负荷合计59次 创新高，全省全社会最高用电负荷有 74天 破亿、 4次刷新纪录、冲至1.31亿千瓦的历史峰值。 ▲ 航拍下的丽水遂昌95兆瓦茶光互补工程。祝灵潇/摄 环球同此凉热。全球性热浪也正变得愈加剧烈且频繁。 世界最大冰山遭解体。 极端高温加剧火灾风险，欧美多地野火肆虐。 9月1 日，英、日、韩气象机构表明，过去三个月，三国各自经历了有记录以来的"最热夏天"。 气候变暖 导致极端天气频发，也直接影响了能源的需求与供应。 从需求看，以浙江为例，夏冬 "双峰"特点日益凸显，极寒极热带来调温负荷激增，加大供需平 ...

Core Insights - The interaction between energy and climate is becoming increasingly complex, with climate change leading to more frequent extreme weather events that directly impact energy demand and supply [1][5][19]. Group 1: Climate Impact on Energy Demand - The summer of 2023 saw extreme heat in Zhejiang, with an average maximum temperature of 35.8°C and 22 high-temperature days, significantly above the historical averages [3][4]. - The peak electricity load in Zhejiang reached a historical high of 1.31 billion kilowatts, with 74 days exceeding 100 million kilowatts [4]. - High temperatures have led to a surge in air conditioning load, which peaked at 44.84 million kilowatts, accounting for 34.7% of the total load [5][6]. Group 2: Climate Impact on Energy Supply - Climate change has altered precipitation patterns, leading to both increased rainfall in some areas and severe droughts in others, affecting hydropower generation [7][12]. - The melting of glaciers and permafrost in regions like the Tibetan Plateau has been exacerbated by rising temperatures, impacting local water resources [8][12]. - The increasing share of renewable energy sources has heightened the sensitivity of power supply to weather conditions, with extreme weather events causing instability in wind and solar power generation [17][18]. Group 3: Energy System Adaptation Strategies - Zhejiang has implemented strategies to enhance the resilience of its energy system, including increasing the output of thermal power plants and maximizing external electricity imports [21][22]. - The province has accelerated the transition to cleaner energy, with solar power output reaching a maximum of 37.85 million kilowatts, an increase of over 1.2 million kilowatts compared to the previous year [22]. - The integration of virtual power plants and flexible energy storage solutions has improved the system's ability to balance supply and demand during peak periods [24][27]. Group 4: Future Directions and Innovations - The collaboration between energy and meteorological services is being strengthened to enhance predictive capabilities for extreme weather events, which is crucial for energy management [31][36]. - The development of a comprehensive energy system that incorporates climate insights is essential for ensuring energy security and sustainability [29][37]. - Zhejiang's approach serves as a model for other regions facing similar climate challenges, showcasing the importance of adaptability and innovation in energy systems [38].

Core Insights - Natural gas is expected to remain a significant power source for Singapore over the next 20 years, but its share is projected to decrease from approximately 95% to below 50% [2] - The remaining power gap will primarily be filled through imports, with renewable energy import targets potentially exceeding the current 6 gigawatts if related projects progress smoothly [2] - By 2050, hydrogen or imported electricity is likely to replace natural gas as the main power source, depending on technological advancements and international developments [2] Energy Transition Strategies - The Singapore government is exploring various pathways to achieve sustainable development and energy resilience while ensuring affordable electricity prices [2] - Collaboration with neighboring countries is crucial for importing renewable energy, which could meet over one-third of the national electricity demand [2] - Solar technology is rapidly advancing and has the potential to satisfy about 4% to 5% of electricity needs, while other options like low-carbon hydrogen, carbon capture and storage, and geothermal energy are still under research due to limited data [2]

数字化优化决策：马来西亚国家石油公司与斯伦贝谢合作的人工智能油田开发优化系统，以及ADNOC 的井场数字化改造，通过数据驱动的实时决策缩短响应周期，将环境不确定性转化为运营效率优势。 金融工具对冲风险：埃克森美孚通过股票回购传递现金流稳健信号，期货对冲平滑利润波动，在投行下 调目标股价的背景下维持市场信心。这体现了企业利用金融工具构建"财务缓冲带"的软实力。 能源公司通过"技术-资本-产业链"三维整合强化资源控制力： 从壳牌LNG全产业链布局到埃克森美孚CCS技术卡位，巨头们正通过软实力构建行业话语权，在油价波 动与能源变革中重塑规则。邓正红指出，"能源企业的未来竞争将不仅是资源储量硬实力的比拼，更是 软实力框架下战略敏捷性、技术协同度与生态整合力的全方位较量。"基于邓正红软实力思想视角，从 趋势适应力、市场应变力、资源整合力、战略前瞻力四大维度展开分析，揭示能源企业在复杂市场环境 中如何通过软实力构建行业主动权和话语权。 国际能源巨头的战略调整体现了其通过价值主张重构强化能源韧性的努力。例如，壳牌将LNG业务作 为核心，通过锁定长期供应协议、拓展新兴市场（如印度、东南亚）、收购关键资产（兰亭能源），构 建覆 ...