东高热1"井的突破打破了中国地热资源"西强、东弱"的传统 格 局 。 未 来 依 托 " 采 灌 均 衡 ， 取 热 不 耗 水 " 的 开 发 利 用 模 式，"东高热1"井不仅能为东营这座传统石油化工城市开辟能 源结构多元化的新路径，也可以为国家层面缓解能源结构性矛 盾提供扎实的实践样本。 作者：王惠 封图：受访者供图 2026年1月9日，在山东省东营港经济开发区，"东高热1"井正上演着大地深处能量喷发的壮观景 象。来自地下4002.17米深处、高达138℃的高温水，裹挟着氤氲蒸汽喷涌而出，在冬日的暖阳下 升腾成巨大的气柱，与远处的蓝天相映成景。阳光穿透水汽时，折射出淡淡的彩虹光晕。 "'东高热1'井完成了约4000平方千米的地质调查，井深4002.17米，井底温度高达162℃，井口 出水温度138℃，单井出水量每小时101.3立方米。"在同日举办的"山东省黄河流域深部高温地热 资源探测情况"新闻发布会上，山东省地质矿产勘查开发局（下称"山东省地矿局"）党委书记、局 长张成伟介绍。 在当前"双碳"目标深入推进的背景下，地热能作为一种稳定、可调控的基荷型可再生能源，已步 入规模化推广、多元化应用阶段。国家发 ...

（原标题：东营钻出162℃"能源锅炉" 巨量地热如何变现？） "东高热1"井的勘探开发，始于对传统理论的重新审视。基于约4000平方千米的地质调查，山东省地矿 局创新性提出"沉积盆地潜山水热型"高温成热理论：沉积盆地的潜山构造作为储热空间，内部存在孔洞 裂隙的地下山脉，容易汇集、储存深部地热资源，从而形成局部高温富集的"地下热能宝库"。 理论要落地，在于攻克从"找到热"到"取出热"的全链条技术难题。东营地区岩溶热储埋藏深、厚度大， 裂隙发育、储水空间优良，具备形成高温地热资源的先天优势。但深部岩溶裂隙发育不均、连通性不 好，岩石空隙容易被矿物堵塞，这是"有热无流"的经典困境。 2026年1月9日，在山东省东营港经济开发区，"东高热1"井正上演着大地深处能量喷发的壮观景象。来 自地下4002.17米深处、高达138℃的高温水，裹挟着氤氲蒸汽喷涌而出，在冬日的暖阳下升腾成巨大的 气柱，与远处的蓝天相映成景。阳光穿透水汽时，折射出淡淡的彩虹光晕。 "'东高热1'井完成了约4000平方千米的地质调查，井深4002.17米，井底温度高达162℃，井口出水温度 138℃，单井出水量每小时101.3立方米。"在同日举办的" ...

坚持规划引领，科学布局新能源项目。严格遵循我省新能源发展政策，统筹生态保护、资源条件与电网承载能力，在项目开发过程中充分衔接生态保护红 线、文化旅游开发等要求，科学规划了350万千瓦集中式风电项目，实现了能源开发与生态保护的协同推进。在光伏发展方面，建立"谋划一批、储备一 批、开工一批、竣工一批"的动态项目库，精准对接国家及省级相关规划，确保项目建设符合绿色低碳转型总体布局。 聚焦重点领域，推动新能源规模与质量双提升。截至2025年11月底，聊城新能源装机总量已达到555.45万千瓦，同比增长15.13%，占电力总装机的 30.51%；新能源发电量占比达到11.16%，较2020年提升8.4个百分点。在风电领域，9个标段陆上风电已开工建设；冠县、临清入选省级"千乡万村驭风行 动"试点，积极探索"村企合作""共建共享"的农村风电开发新模式。在光伏领域，累计建成35个集中式光伏项目，装机容量153万千瓦；分布式光伏覆盖 9.10万户，装机容量370.7万千瓦；冠县新能源装备制造产业园入选全省首批绿电产业园试点，逐步形成"集中式与分布式并举"的发展格局。 拓展多元应用场景，丰富绿色能源供给体系。在生物质能源方面，7 ...

Group 1 - The 2025 Central Economic Work Conference emphasizes "comprehensive green transformation" under the "dual carbon" framework, focusing on energy and green electricity sectors [1][2] - Key initiatives include accelerating the construction of a new energy system, expanding the application of green electricity, and enhancing the national carbon emissions trading market [1][2] - The development of non-fossil energy sources and the efficient use of fossil energy are prioritized, with specific projects in wind, solar, hydro, and nuclear energy [2][3] Group 2 - The concept of "green electricity direct connection" is defined, allowing renewable energy sources to supply electricity directly to users without going through the public grid [3][4] - The scale of China's green low-carbon industry is approximately 11 trillion yuan, with potential for significant growth, particularly in the construction of zero-carbon parks [3][4] - In the first three quarters of the year, China's renewable energy installed capacity increased by 31 million kilowatts, a year-on-year growth of 47.7%, accounting for 84.4% of new installations [5] Group 3 - The 2025 conference reiterates the need to address "involution" competition, signaling a deeper commitment to regulating competitive practices in the energy sector [6] - The solar energy industry is actively working to eliminate "involution" through market-driven efforts to phase out outdated capacities [6] - Concerns about irrational low-price competition in the energy storage sector highlight the need for collaboration across the industry to maintain global competitiveness [6]

Core Insights - Fervo Energy, a US geothermal startup, has raised $462 million in a funding round led by Capital B, with participation from major investors including Google and Tesla co-founder JB Straubel, aiming for large-scale commercialization of geothermal energy [1][2] - Geothermal energy currently accounts for only 0.4% of global electricity capacity, but its demand is increasing due to the electrification and power needs of AI systems, making it a critical energy source for tech giants like Google and Microsoft [2][3] - The global AI race is fundamentally a competition for AI computing infrastructure, which requires a stable and substantial power supply, leading to unprecedented electricity demand driven by AI data centers [3][4] Company Insights - Fervo Energy is the first startup to commercialize Enhanced Geothermal Systems (EGS), utilizing fracking technology from the oil and gas industry to extract heat from deep underground [2] - The company has a commercial pilot project in northern Nevada and a long-term agreement with Google to supply power to its AI data centers, while also constructing a 500 MW facility in Utah expected to deliver up to 100 MW of carbon-free power to the US grid by 2026 [2][4] Industry Insights - The unique characteristics of geothermal energy, such as its clean and stable power supply, make it an attractive investment for tech companies seeking reliable, low-carbon energy sources [4] - Unlike solar and wind energy, geothermal energy is not affected by weather or seasonal changes, allowing for continuous operation and significant reductions in carbon emissions [4] - Goldman Sachs has revised its forecast for electricity demand driven by data centers to increase by 175% by 2030, highlighting the significant role of AI in creating a "super demand cycle" for electricity [3]

Group 1 - Shanxi has established 281 green mines, including 75 national-level and 206 provincial-level, ranking among the top in the country for total green mine selections [1] - Since 2022, Shanxi has deepened the market-oriented reform of mining rights, providing key support for coal production and supply through public auctions and the approval of exploration rights [1] - A unified, standardized, efficient, and transparent mining rights trading system has been established, with 20 mining rights for coal, bauxite, and coalbed methane publicly auctioned, generating a total transaction amount of 117.8 billion yuan and expected new coal production capacity of approximately 29.2 million tons per year [1] Group 2 - Shanxi is promoting the integration and rectification of non-coal mines, accelerating the process of "closing small, transforming medium, and building large" [1] - The province has approved non-coal rectification and integration plans for seven cities, significantly reducing the number of mines [1] - Shanxi is actively promoting geothermal energy utilization to facilitate the transition of energy consumption structure towards clean and low-carbon [1][2]

Core Viewpoint - The onset of winter heating season in northern China has prompted energy companies to enhance supply capabilities, with a focus on natural gas and clean energy sources to meet increased demand during the cold months [1][5][6] Group 1: Natural Gas Supply and Infrastructure - A liquefied natural gas (LNG) carrier has docked in Qingdao, marking the seventh LNG shipment since October, highlighting the ongoing efforts to secure energy supply [1] - The Tianjin LNG terminal has improved unloading efficiency through a "dual-ship" operation model, which enhances storage capacity [1] - China National Petroleum Corporation (CNPC) has increased natural gas production at its Longqing Oilfield to 135 million cubic meters, a rise of 3 million cubic meters since the beginning of the month [1] - The "Sichuan Gas Eastward Transmission" project has seen the number of high-yield wells exceed 80, a historical high, to bolster winter supply [1] - CNPC plans to increase natural gas supply resources by 3.7% year-on-year for the winter heating season, accounting for approximately 60% of domestic supply [1] Group 2: Pipeline Network and Emergency Preparedness - The National Pipeline Group is enhancing the stability and emergency response capabilities of the natural gas transmission network, crucial for national energy security [2] - In response to extreme weather in Xinjiang, the National Pipeline Group has activated emergency measures to ensure safe operations [2] - Over 400 compressor units have been maintained, and significant pipeline projects have been completed to ensure readiness for winter supply [2] - Key projects such as the West-to-East Gas Transmission and Sichuan Gas Eastward Transmission have been fully operational this year [2] Group 3: Gas Storage and Supply Readiness - Various gas storage facilities have completed their annual injection tasks ahead of winter, ensuring adequate supply for peak demand [3] - The Liaohe gas storage facility has initiated winter supply mode, with a storage capacity exceeding 3 billion cubic meters [3] - The Tarim Oilfield's four storage facilities have achieved a record injection volume of 1.2 billion cubic meters [3] - A total of 19 storage facilities connected to the National Pipeline Group are fully stocked for winter, with China Petroleum planning to supply nearly 20 million cubic meters per day [3] Group 4: Clean Energy Initiatives - Clean energy projects are being implemented to enhance low-carbon heating solutions, including industrial waste heat and geothermal energy [5] - The "Liao Heat into Jinan" project utilizes industrial waste heat to provide heating for 1 million square meters, replacing coal-fired boilers [5] - China Petroleum has developed multiple geothermal projects, enhancing its clean heating capacity to 126 million square meters, significantly reducing CO2 emissions [5][6] - In the first three quarters of the year, renewable energy generation reached 2.89 trillion kilowatt-hours, a 15.5% increase year-on-year, with wind and solar power accounting for 22% of total electricity consumption [6]

Core Viewpoint - The onset of winter heating season in northern China has prompted energy companies to fully activate their winter supply modes, ensuring energy security during peak demand periods. Group 1: Energy Supply and Infrastructure - A liquefied natural gas (LNG) transport ship carrying 69,000 tons has docked in Qingdao, marking the seventh LNG shipment received at the station since October [1] - The Tianjin LNG receiving station has adopted a "dual-ship docking and simultaneous unloading" operation mode to enhance unloading efficiency and storage capacity [1] - China Petroleum's Longqing Oilfield has increased its natural gas production to 135 million cubic meters, up by 3 million cubic meters since the beginning of the month [3] - The daily gas supply capacity has reached 738 million cubic meters, ensuring heating for northern regions [7] - The national gas pipeline network's peak capacity has increased to 1.17 billion cubic meters per day, a 23% increase compared to last winter [14] Group 2: Storage and Emergency Preparedness - Underground gas storage facilities have completed their annual injection tasks ahead of winter, with the Liaohe storage facility starting its winter supply mode, holding over 3 billion cubic meters of gas [17] - The Central Plains Oilfield's storage facilities have achieved a record high of 940 million cubic meters of gas reserves, sufficient to meet the daily needs of 26 million households during peak usage [21] - The Tarim Oilfield's storage facilities have also completed their annual injection tasks, reaching a historical high of 1.2 billion cubic meters [21] Group 3: Green Energy Initiatives - The "Liao Heat into Jinan" project utilizes industrial waste heat for heating, capable of meeting the heating needs of 1 million square meters and reducing coal consumption by approximately 1.29 million tons annually [25][27] - China Petroleum has launched geothermal heating services across 11 provinces, providing clean heating for over 1.2 million households [28] - Renewable energy generation in the first three quarters reached 2.89 trillion kilowatt-hours, accounting for about 40% of total electricity generation, with wind and solar power growing by 28.3% [30]

Core Insights - The International Energy Agency (IEA) emphasizes that energy issues are central to economic and national security due to immediate threats and long-term risks [1] - The energy landscape is increasingly shaped by geopolitical tensions and supply chain vulnerabilities, particularly concerning critical minerals [2] Group 1: Energy Security and Supply Chain Risks - The supply chain for critical minerals is highly concentrated, with a single country dominating the refining of 19 out of 20 strategic minerals, averaging a market share of about 70% [2] - Over half of the strategic minerals are subject to some form of export control as of November 2025, highlighting the urgent need to enhance resilience against weather-related risks and cyber threats [2] Group 2: Electricity Demand and Economic Impact - Electricity demand is projected to grow approximately 40% by 2035 in established and committed policy scenarios, and over 50% in net-zero scenarios by 2050 [3] - Data center investments are expected to reach $580 billion by 2025, surpassing global oil supply expenditures of $540 billion, indicating a significant shift in energy consumption patterns [3] Group 3: Shifts in Global Energy Demand - The center of global energy demand is shifting from China to emerging economies like India and Southeast Asia, with these regions increasingly shaping energy market dynamics [4] - From 2010 onwards, China accounted for over half of the global oil and gas demand growth, but this trend is expected to diversify as new emerging economies contribute to future growth [4] Group 4: Renewable Energy Growth - Renewable energy, particularly solar photovoltaic (PV), is growing faster than any other major energy source, with China expected to account for 45%-60% of global deployment in the next decade [5] - The growth of renewable technologies is accompanied by significant advancements in energy efficiency [5] Group 5: Nuclear Energy Revival - Over 40 countries are incorporating nuclear energy into their strategies, with more than 70 GW of new nuclear capacity currently under construction, marking the highest level in 30 years [6] - The global nuclear capacity is expected to increase by at least one-third by 2035, driven by innovations and new business models [6]

Core Viewpoint - Shanxi Province is actively pursuing its carbon peak and carbon neutrality goals by 2030 and 2060, respectively, demonstrating significant progress in energy consumption reduction and green energy transition [1][2]. Group 1: Carbon Reduction Achievements - Since the beginning of the 14th Five-Year Plan, Shanxi's energy consumption per unit of GDP is expected to decrease by 16.1%, exceeding national targets and ranking among the top in the country [1]. - The province has eliminated 3.321 million kilowatts of outdated coal power capacity and upgraded 73.82 million kilowatts of existing coal power units, achieving negative growth in coal consumption in key pollution prevention areas [1]. Group 2: Energy Structure Optimization - Shanxi is focusing on optimizing its energy structure and promoting a green transition in energy supply, with significant advancements in wind and solar energy, as well as hydrogen, geothermal, and biomass energy development [1]. - The province has maintained the highest volume of green electricity exports in the country [1]. Group 3: Industrial Upgrades and Zero Carbon Initiatives - Shanxi has implemented strict controls on high-energy-consuming projects and has upgraded over 30% of its steel enterprises to benchmark energy efficiency levels, with 83% of coal production now from advanced capacities [2]. - The province has launched eight pilot zero-carbon (near-zero carbon) industrial demonstration zones, achieving breakthroughs in zero-carbon mining and low-carbon technology applications [2]. Group 4: Promoting Low-Carbon Lifestyle - The concept of low-carbon living is gaining traction, with significant increases in the market share of energy-efficient household appliances and the promotion of electric vehicles [2]. - By the end of 2024, the province aims to achieve a public charging station to vehicle ratio of 1:7, ensuring adequate charging infrastructure for electric vehicles [2].