今年3月初，美国总统特朗普宣布针对与加拿大、中国和墨西哥征收新一轮贸易关税。自此之后，各国的 报复性关税或其他经济制裁行动的声明频频登上新闻头条。其中一项报复性关税措施是加拿大安大略省决 定对输美电力征收25%的附加费、威胁完全切断从安大略省输送到美国的所有电力。为回应加拿大此举， 特朗普又在社交媒体上提出要对加拿大增收双倍钢铝关税，将税率提升至 50%。幸运的是，所有这些计 划都已于3月11日暂停实施。然而，所有这些声明以及随后的撤销举动揭示了几个重要问题，例如，加拿 大和美国的电网是如何交织在一起的？美国对加拿大电力的依赖程度如何？这种动态最大的影响在哪？ 点击图片查看大图 尽管美国东北部已然严重依赖加拿大供电，但该地区显然并未打算改变这一趋势。正在建设的四条新输电 线路就可证明这一点，这些线路将使加拿大与NYISO间的输电能力提升至少55%。 回顾过去两年美国与加拿大之间的电力输送情况，加拿大生产的电力一直在补充美国，特别是美国东北部 的 电 力 需 求 。 2025 年 ， 通 过 加 拿 大 魁 北 克 Hydro-Québec TransÉnergie (HQT) 输 送 到 美 国 ISO Ne ...

Core Insights - In 2024, Fujian's coal-fired units experienced a significant reduction in non-stop and non-drop failures, leading to improved equipment reliability and full consumption of renewable energy generation, contributing to the province's economic high-quality development and green low-carbon energy transition [1][2] Group 1: Market Development - By the end of 2024, Fujian's electricity market had 34,572 operating entities, a year-on-year increase of 39.5%, with market transactions reaching 2,328.7 billion kilowatt-hours, up 5.6%, accounting for 70% of total electricity consumption [2] - The increase in renewable energy entering the market is expected to further expand the number of operating entities and transaction scale, while also increasing regulatory challenges [2] Group 2: Regulatory Measures - Fujian's energy regulatory office is implementing a "four regulatory" approach to enhance market stability and compliance, focusing on prevention, timely correction, communication, and compliance assurance [2][6] - The regulatory office has established a digital regulatory system to monitor market data in real-time, providing risk warnings and online supervision capabilities [3][6] Group 3: Penetrative Supervision - Penetrative supervision aims to embed regulatory personnel within market operations to monitor and evaluate transactions, addressing issues at their source [4] - In November 2024, during the trial operation of the bilateral spot market, abnormal trading behaviors were identified, leading to regulatory actions against involved entities [4] Group 4: Cross-Departmental Collaboration - In 2024, Fujian's energy regulatory office collaborated with the provincial development and reform commission to conduct special supervision on prominent market order issues, identifying and rectifying 10 problems [5] - This cross-departmental approach aims to enhance regulatory deterrence and effectiveness in addressing multi-departmental risks [5] Group 5: Future Directions - The regulatory office aims to establish a unified national electricity market by 2025, focusing on digital regulatory platform development and enhancing regulatory capabilities [6][7] - Continuous improvement of regulatory mechanisms and sharing of successful experiences are emphasized to contribute to the high-quality development of the national electricity market [7]

Core Viewpoint - Dongguan's housing and urban-rural development bureau, along with the market supervision bureau, has issued a notification to standardize the housing rental market and address the issue of illegal surcharges on water and electricity fees, introducing a revised rental contract template for residential properties [1][3]. Summary by Relevant Sections Rental Contract Template - The new rental contract template specifies that water and electricity fees must adhere to the rates published by the Dongguan Development and Reform Bureau, ensuring that landlords cannot charge more than what they pay to utility companies [3][5]. - Landlords are prohibited from charging service or management fees disguised as water or electricity fees [3]. Implementation and Promotion - The notification emphasizes the importance of promoting the use of the new rental contract template among rental parties and guiding rental agencies in Dongguan to adopt it [5][11]. - The contract template is effective immediately upon issuance [5]. Background and Issues - Previous reports highlighted widespread illegal surcharges on water and electricity fees in Dongguan's urban villages, prompting the need for regulatory action [5][9]. - The market supervision bureau has noted an increase in complaints regarding illegal surcharges, particularly in urban villages where rental agreements are often informal and based on verbal agreements [9][12]. Regulatory Recommendations - The market supervision bureau suggests legislative measures to clarify illegal practices and establish penalties, as well as the implementation of direct metering for water and electricity to prevent surcharges [10][18]. - Recommendations include creating reference standards for shared costs and enhancing cooperation among various departments to regulate utility pricing in rental properties [10][18].