国家发展改革委办公厅 国家能源局综合司关于2025年可再生能源电力消纳责任权重及有关事项的 通知 发改办能源〔2025〕669号 各省、自治区、直辖市、新疆生产建设兵团发展改革委、能源局，天津市、辽宁省、上海市、山东 省、重庆市、甘肃省经信委（工信委、工信厅），国家能源局各派出机构，国家电网有限公司、中 国南方电网有限责任公司、内蒙古电力（集团）有限责任公司，电力规划设计总院、水电水利规划 设计总院： 为贯彻落实《中华人民共和国能源法》，助力实现碳达峰碳中和，推动可再生能源高质量发展，根 据可再生能源电力消纳保障机制有关安排，现将2025年、2026年可再生能源电力消纳责任权重和 重点用能行业绿色电力消费比例印发给你们，并就有关事项通知如下。 一、本次下达的2025年可再生能源电力消纳责任权重为约束性指标，按此对各省（自治区、直辖 市）进行考核评估；2026年权重为预期性指标，各省（自治区、直辖市）要按此做好项目储备， 并结合2025年消纳责任权重完成情况优化纳入新能源可持续发展价格结算机制的电量规模，结合 新能源消纳需求，同步加强调节能力规划建设等配套措施，进一步提高电力系统消纳和调控水平。 各省（自治区、 ...

两部门：2025年可再生能源电力消纳责任权重应在当年完成 不再转移至2026年 智通财经7月11日电，国家发展改革委办公厅、国家能源局综合司发布关于2025年可再生能源电力消纳 责任权重及有关事项的通知，各省（自治区、直辖市）可再生能源电力消纳责任权重完成情况核算，以 本省级行政区域实际消纳的物理电量为主、以省级绿证账户购买省外的绿证为辅，2025年可再生能源电 力消纳责任权重应在当年完成，不再转移至2026年。重点用能行业绿色电力消费比例完成情况核算以绿 证为主，2025年各省（自治区、直辖市）对电解铝行业绿色电力消费比例完成情况进行考核，对钢铁、 水泥、多晶硅和国家枢纽节点新建数据中心绿色电力消费比例完成情况只监测不考核。 ...

Group 1 - XPLR Infrastructure (XIFR) shares increased by 16.5% to close at $9.81, supported by high trading volume, contrasting with a 3.8% loss over the past four weeks [1][2] - Jefferies Financial Group raised XPLR's price target from $13 to $16, maintaining a "buy" rating, citing undervalued assets and favorable conditions for re-contracting power assets at premium rates due to expiring agreements and inflationary pressures [2] - The company secured $426 million in project-level loans for renewable energy projects, contributing to a modest year-over-year increase in adjusted EBITDA, which enhanced investor confidence [2] Group 2 - XPLR Infrastructure is expected to report quarterly earnings of $0.58 per share, reflecting a year-over-year decline of 12.1%, with revenues projected at $357.1 million, down 0.8% from the previous year [3] - The consensus EPS estimate for XPLR has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - XPLR Infrastructure holds a Zacks Rank of 3 (Hold), indicating a neutral outlook within the Zacks Energy and Pipeline - Master Limited Partnerships industry [5]

中国人民大学农业与农村发展学院教授刘金龙在开幕式上指出，贫富差距持续拉大等发展领域挑战与气 候变化、生物多样性、生态系统退化、化学品污染等生态环境危机是当前全球面临的共同挑战，中拉同 为"全球南方"重要成员，既是全球生态系统的关键节点，也面临着发展与保护的双重任务。他强调，应 以"绿色未来"和"文明互鉴"为双核，推动构建人与自然和谐共生的文明新形态。 日前，为期两天的第三届"中拉绿色未来与文明互鉴国际会议"在巴西里约热内卢举行。大会由中国国务 院新闻办公室、巴西里约热内卢联邦大学、米纳斯吉拉斯联邦大学、联合国环境规划署和中国人民大学 共同主办，主题为"绿色未来与共享文明——中拉合作新机遇"，吸引了来自中国、巴西、阿根廷、秘 鲁、哥斯达黎加等国的近百位专家学者、官员和国际组织代表，共同探讨中拉在生态文明、绿色发展、 能源转型、生态治理等方面的合作前景。 近年来，中拉能源转型和生态环境保护合作方兴未艾，涵盖环境友好的农林产品贸易和供应链、亚马孙 森林保护、生物经济、输电基础设施建设、新能源项目投资、电动汽车生产等多个领域。与会专家表 示，中国在全球生态环境保护和能源转型进程中发挥着引领作用，希望拉美国家进一步加强 ...

彭博新能源财经近期举办了 《2025年新能源市场⻓期展望报告》⽹络研讨会亚太专场 ，邀请了报 告主要作者，聚焦亚太地区企业和⾦融机构所关⼼的议题，分享针对该地区独特机遇、政策转变和 挑战的深⼊⻅解。在线上问答环节中两位报告主要作者也就可再⽣能源、储能技术、氢能与新兴技 术等话题回答了亚太观众关⼼的多个问题。 扫码查看研讨会回放 *会议语⾔为英⽂。 David Hostert 随着政策⻛险和地缘政治紧张局势加剧，投资者和企业在能源转型过程中⾯临的复杂性前所未有。 彭博新能源财经发布的《2025年新能源市场⻓期展望报告》深⼊探讨了清洁能源技术的强劲势 头，以及在解决⽅案⽇益具有成本竞争⼒和能源需求不断增⻓的共同作⽤下，全球能源转型将会如 何推进。 Matthias Kimmel 彭博新能源财经 能源经济性主管、报告合著者 各个市场进行大规模投资和快速部署清洁能源技术对于实现真正的变革至关重要。在我们的经济 转型情景中，2025年至2035年可再生能源的总投资潜力接近6万亿美元，2025年至2050年为10.55 万亿美元。政策制定者和投资者应继续利用可再生能源、储能和新能源汽车等现有解决方案，并 抓住能源供应和安 ...

Core Insights - The UK is facing a significant backlog in renewable energy projects awaiting grid connection, with over 770 GW of projects pending, far exceeding the current installed capacity of around 60 GW [1] - The average waiting time for renewable energy projects to connect to the grid has surpassed 6 years, with about 30% of installations facing delays of over 10 years [1] - The backlog is hindering the UK's energy transition, with the annual growth rate of renewable energy generation dropping to 4.45% over the past three years, below the medium to long-term target of over 20% [1] Grid Connection Issues - The core issue lies in the rigid grid connection mechanism and outdated grid investment planning [2] - The management of grid connection is characterized by a "first-come, first-served" principle, allowing developers to queue regardless of project feasibility, leading to speculative applications and a high number of "zombie projects" [3] - Regulatory mechanisms have resulted in insufficient grid investment, exacerbating the backlog problem [4] Reform Initiatives - The UK has introduced the "TMO4+" reform to address the backlog and inefficiencies in planning, focusing on a demand-driven approach and verifying project maturity [6] - A dual-threshold admission standard will be implemented, replacing the traditional queuing system with a "ready to connect" mechanism, which requires projects to demonstrate feasibility and alignment with the UK's 2030 carbon peak planning [6] - The reform is expected to eliminate approximately 68% of "zombie projects," freeing up resources for viable projects [6] Dynamic Queue Optimization - The reform includes a "process elimination system" to remove overdue projects from the queue, thereby releasing grid capacity [7] - A "flexible replacement" rule will allow mature projects to fill capacity gaps quickly, and regional capacity rebalancing will address structural imbalances in energy distribution [7] - A streamlined approval process will be established, integrating various departmental procedures into a "one-stop" platform to reduce administrative time costs [7] Investment in Grid Infrastructure - The UK plans to invest £35 billion in the largest grid upgrade project globally from 2026 to 2031, focusing on enhancing renewable energy transmission and grid flexibility [9] - Over £11 billion will be allocated for maintenance and upgrades of existing transmission networks, while approximately £24 billion will support strategic transmission investments [9] - The upgrade will involve enhancing around 3,500 km of overhead lines to nearly double transmission capacity and deploying innovative technologies [9] Lessons for Other Markets - Other markets, such as China, can learn from the UK's experience by ensuring adequate infrastructure investment and optimizing priority mechanisms and approval efficiency [11] - Emphasizing "proactive grid investment" principles and enhancing the capacity of transmission networks in renewable-rich areas are crucial [11] - A unified management approach can prevent fragmented development and ensure coordinated resource allocation [12] - Prioritizing mature projects and implementing a dynamic scoring system for project prioritization can help avoid resource misallocation [13]

Core Viewpoint - The recent rumors of a potential merger between Shell and BP were put to rest when Shell denied any acquisition talks, highlighting the competitive landscape and strategic shifts within BP [2][5]. Group 1: BP's Strategic Transformation - BP's CEO Bernard Looney announced a strategic transformation in 2020 aimed at achieving net-zero emissions by 2050 and increasing investments in renewable energy [2][3]. - Despite facing challenges during the COVID-19 pandemic, BP recorded a profit of $7.6 billion in 2021 and saw profits soar to $27.65 billion in 2022 due to rising oil prices amid the Ukraine conflict [3]. - BP plans to invest up to $8 billion in energy transition and another $8 billion in oil and gas to support energy security and affordability [3]. Group 2: Leadership Changes and Market Reactions - Bernard Looney's unexpected resignation in September 2023 raised concerns about BP's strategic direction, leading to a reevaluation of its independent future [3][4]. - CFO Murray Auchincloss took over as interim CEO and was officially appointed in January 2024, but the company has faced declining profits for two consecutive years [4]. - Following Looney's departure, BP's stock price has underperformed compared to peers, prompting speculation about potential acquisitions from companies like Chevron, ExxonMobil, and Adnoc [4]. Group 3: Market Sentiment and Acquisition Speculations - Activist investor Elliott Management increased its stake in BP, coinciding with Auchincloss's announcement to shift focus back to oil and gas investments, which did not resonate well with investors [4]. - Auchincloss asserted BP's strength as an independent company in response to acquisition rumors, while Shell's CEO emphasized high thresholds for any potential mergers [4][5]. - Analysts have questioned the attractiveness of BP's valuation for potential acquirers, suggesting that unless the valuation is compelling, a merger may not be worthwhile for management [5].

新华社天津6月26日电 专访："中国是值得信赖的合作伙伴"——访沙特国际电力和水务公司董事长穆 罕默德·阿布纳扬 阿布纳扬指出，得益于与中国建立了非常成功的合作关系，沙特国际电力和水务公司从中国引进可再生 能源存储供应链，将其应用于非洲、中东以及中亚的项目。"特别是在亚洲，我们取得了出色成绩。" 他强调，若没有中国在设备制造、创新体系以及产业链方面的支持，沙特国际电力和水务公司将难以成 功实现能源转型，也难以创造更大价值。"与中国的合作，已成为我们未来价值主张的重要组成部分。" "中国合作方非常开放，坦诚地与我们进行技术交流，共同推动项目落地。"他说，中国始终以主动姿态 参与全球合作，与众多国家共同发展。沙特企业希望与中国合作伙伴保持紧密协作，并将这种合作长期 延续下去。 他表示，中国在能源转型方面取得卓越成就，向全世界展示了务实作风。"如果你关注中国在可再生能 源、制造业、电厂建设以及运营等方面的表现，你会发现全世界没有哪个国家或地区能做到如此出 色。" 新华社记者周思雨 眭黎曦 阿布纳扬说："在共建'一带一路'倡议框架下，我们与中国伙伴在供应链、工程总承包以及金融等方面 开展了广泛深入的合作，合作伙伴包括 ...

一、绿证核发情况 2025年5月，国家能源局核发绿证2.15亿个，环比下降0.59%，涉及可再生能源发电项目12.71万个，其中可交易绿证1.30 亿个，占比60.31% ； 本期核发 2025年4月 可再生能源 电量对应绿证 1.57亿个，占比73.20%。2025年1 - 5月，国家能 源局共计核发绿证10.93亿个，其中可交易绿证7.62亿个。 | 可再生能源发电类型 | 5月核发绿证数量 | 1-5月核发绿证数量 | | --- | --- | --- | | 风电 | 8232 | 46551 | | 大阳能发电 | 4055 | 20971 | | 常规水电 | 7448 | 33768 | | 生物质发电 | 1637 | 7505 | | 其他可再生能源发电 | 123 | 528 | | 总计 | 21495 | 109323 | 二、绿证交易情况 | 可再生能源发电类型 | 5月交易绿证数量 | 1-5月交易绿证数量 | | --- | --- | --- | | 风电 | 1543 | 14694 | | 大阳能发电 | 1091 | 12094 | | 生物质发电 | 242 | 13 ...

标普全球指出，亚洲各国政府将面临更多干预下一代燃料市场的诉求，包括更清晰的政策指引，甚至以 补贴和政府投资的形式呈现。尽管氢能源、氨能源和可再生能源领域存在巨大发展诉求，但这些投资的 回报仍处于低位，使得私营部门独立应对这一局面的难度日益增加。 标普全球副主席丹尼尔·耶金则撰文指出："对许多发展中国家而言，石油和天然气是其经济战略的关键 组成部分，对部分国家来说，放弃廉价且安全的煤炭并非易事。经验表明，这一转型周期将更长、挑战 更艰巨、成本更高，且需要政府部门做出权衡。" 近期，亚洲国家正加紧推进能源转型，但该地区对化石燃料的深度依赖和对低成本能源的偏好，给政策 制定者和企业带来了一系列挑战。在6月16日至18日于马来西亚吉隆坡举行的亚洲能源会议上，亚洲及 中东能源行业领袖指出，亚洲能源转型既需要采取务实路径，也需要加速变革，尤其在化石能源问题上 不走极端，达成平衡。 能源供应迎本土化契机 对于能源转型，来自标普全球大宗商品洞察的与会者将其描述为亚洲国家供应链本土化的战略窗口。标 普全球联席总裁戴夫·恩斯伯格指出："对亚洲而言，转向新能源更多是机遇而非挑战。各国政府正迎来 将能源供应链本土化的契机，并在国家安 ...