零碳制造

Search documents
罗尔斯·罗伊斯赢得小堆招标,英国打响核能复兴第一枪
Sou Hu Cai Jing· 2025-06-11 06:45
Core Insights - The UK government has selected Rolls-Royce's Small Modular Reactor (SMR) as the preferred bidder for its SMR program, marking a significant advancement in the country's nuclear energy strategy since the 1980s [2][3] - This initiative is expected to enhance the UK's energy security, support manufacturing return, contribute to carbon neutrality goals, and influence global export strategies [3][4] Summary by Sections SMR Program Development - The SMR selection is part of a new mixed system of "national leadership + market competition" in energy infrastructure, with the establishment of the Great British Nuclear (GBN) to oversee the project [5][6] - The GBN has identified Wylfa and Oldbury as the initial deployment sites for the SMRs, both of which are former nuclear power plant sites [6][8] Technical and Competitive Advantages - Rolls-Royce's SMR features a medium power output of 470 MWe, which is larger than competitors' offerings, and is based on over 30 years of military submarine reactor experience [9][11] - The project emphasizes high local manufacturing capabilities, with over 70% of components to be produced in the UK, aligning with the government's goal to revitalize domestic manufacturing [9][12] Regulatory and Approval Process - The UK has initiated reforms to accelerate the regulatory process for SMRs, reducing the Generic Design Assessment (GDA) timeline by 25%-30% [13][14] - Rolls-Royce's SMR is the first project to benefit from these regulatory changes, aiming for a final investment decision by 2029 and grid connection by around 2032 [6][15] Strategic Implications - The UK government positions SMRs as a next-generation energy export product, focusing on a comprehensive strategy that includes technology, licensing, engineering management, and financing models [17][18] - The SMR initiative is expected to support various industries, including hydrogen production and data centers, contributing to the UK's digital economy and energy sovereignty [19][21] Future Outlook - The next five years will be critical for validating the replicability, financial viability, and international competitiveness of the SMR program [20][21] - The success of Rolls-Royce's SMR could lead to a broader deployment strategy, potentially reshaping the global energy landscape [21]
第十七届深圳国际电池技术展开幕,固态电池、快充成产业焦点
Nan Fang Du Shi Bao· 2025-05-16 06:13
Group 1 - The 17th Shenzhen International Battery Technology Exchange Conference (CIBF2025) opened with over 3,200 global companies participating, covering an exhibition area of nearly 300,000 square meters, and is expected to attract over 400,000 professional visitors during the three-day event [1] - The conference focuses on trends such as solid-state batteries, fast charging, green manufacturing, and international standards, emphasizing the competition in the battery industry based on digital intelligence and closed-loop ecosystems [1][3] - Companies like CATL, BYD, and others showcased innovations in energy storage, cell manufacturing, and recycling, with a particular emphasis on high-nickel cathodes and molecular-level material innovations [1] Group 2 - Solid-state batteries emerged as a hot topic, with a report from CITIC Securities predicting global solid-state battery shipments to reach 642.6 GWh by 2030, with a compound annual growth rate exceeding 130% [2] - Hive Energy's CEO highlighted that solid-state batteries and ultra-fast charging are the future directions of battery technology, with the stacking process being the optimal path for mass production [2] - Hive Energy plans to introduce "end fast charging" technology in its mass-produced fast-charging batteries this year, optimizing charging time significantly compared to industry standards [2] Group 3 - The conference also featured over 200 thematic speeches and high-end forums, with reports such as the "Lithium-Ion Battery Industry Blue Book 2024" being released, focusing on emerging topics like energy storage and AI applications [3] - The chairman of the CIBF organizing committee stated that the transition from scale expansion to quality improvement is a critical turning point for China's new energy sector [3] - In the first quarter of 2025, China's newly installed renewable energy capacity reached 76.75 million kilowatts, a year-on-year increase of 21%, indicating the battery industry's role in supporting structural changes [3]
宁德时代再获超级储能大单
起点锂电· 2025-03-09 05:17
3月6日,专注能源转型基础设施投资的Quinbrook Infrastructure Partners宣布:与全球电池储 能系统(BESS)领军企业宁德时代达成技术合作,将在澳大利亚率先部署规模为3GW/24GWh的 全球首个商业化8小时长时储能系统EnerQB。 如专为日间太阳能存储和夜间连续两班次工业用电设计,每天仅需1次满充满放,降低循环损 耗;虽未采用宁德时代最新发布的"天恒储能系统"的零衰减技术,但通过仿生SEI膜和电化学 设计优化,显著提升系统寿命与效率;结合Quinbrook的Quintrace平台,实时计算电网碳强 度,优化储能充放电的经济性与环保性。 这一设计使EnerQB在澳大利亚等高太阳能辐射地区(年均辐射量全球最高)具备极强的成本 竞争力,可延缓电网升级投资,并减少基荷电厂的设备磨损。结合当地重工业需求,提供稳定 电力以替代化石能源基荷;并通过"风光储"多能互补,推动零碳制造转型。 2024年宁德时代也在不断爆单。4月淘科新能源与宁德时代现场签署了面向日本市场总容量为 350MWh的液冷储能电池长期采购协议。 10月,西班牙可再生能源开发商Grenergy与宁德时代成功签署了一份大规模 ...