据哥伦比亚《时代报》2月24日报道，哥政府与国际原子能机构签署一项为期五年的谅解备忘录， 旨在探索核能在该国能源结构中的潜在作用，双方将围绕能源规划与建模、信息与统计数据共享、核能 基础设施建设以及小型模块化反应堆等技术交流开展合作。哥政府表示，此举旨在评估多元化能源选 项，在保障能源安全的同时推动去碳化进程。 （原标题：哥政府与国际原子能机构签署合作备忘录） ...

Group 1 - The US and UK have preliminarily resumed negotiations on the "Tech Prosperity Agreement," valued at hundreds of billions of pounds, with initial progress in the civil nuclear energy sector, while AI and quantum computing collaborations remain stalled [1][2] - Discussions between senior officials from both countries have focused on civil nuclear technology cooperation and a joint nuclear fusion technology summit, indicating a thaw in a previously stalled cooperation framework due to bilateral trade tensions [1][2] - The partial resumption of the agreement is expected to benefit multinational energy companies by facilitating investments and project implementations, significantly reducing the regulatory approval timeline for nuclear energy projects from approximately three to four years to around two years [2][3] Group 2 - The "Tech Prosperity Agreement" was initially announced during President Trump's state visit to the UK in September last year, aiming to promote cooperation in AI, quantum computing, and nuclear energy, with a commitment of £31 billion from top US tech companies [2] - The UK government has engaged in constructive dialogues with US officials to revive the nuclear energy component of the agreement, with companies like Centrica and Rolls-Royce already making moves to enter the US market [2] - The agreement faced setbacks due to trade friction, particularly the US's dissatisfaction with the UK's willingness to address non-tariff barriers in broader trade negotiations, which previously led to a suspension of the agreement [3]

伦敦与华盛顿方面已试探性重启双方价值数十亿英镑的"科技繁荣协议"相关工作。该协议去年曾暂停， 原因是美国总统唐纳德·特朗普向英国施压，要求其在更广泛的贸易谈判中做出让步。 据多位了解谈判情况的人士透露，美英高级官员已启动民用核能技术合作磋商，并计划共同举办核聚变 技术峰会。他们称该协议已"取得突破"。 美英"科技繁荣协议"于去年9月特朗普对英国进行国事访问期间宣布，旨在推动两国在人工智能、量子 计算和核能等领域的合作。 英国首相基尔·斯塔默当时表示，两国正开启核能发展的"黄金时代"，跨大西洋合作将更紧密，核能项 目的监管审批流程也将提速。英国方面曾宣传，该协议包含美国顶尖科技企业310亿英镑的投资。 然而，去年12月初，美方暂停了该协议。英国官员称，特朗普政府正借此在科技合作之外，推动英国做 出更广泛的贸易让步。 据知情人士透露，首相的美贸易与投资特使瓦伦·钱德拉上月在达沃斯世界经济论坛上，与美方对等官 员杰米森·格里尔会晤，双方同意重启科技协议中核能相关部分的工作。 他们补充道，英国官员还与特朗普的科学顾问迈克尔·克拉齐奥斯就科技合作展开了富有成效的磋商。 但协议中人工智能、量子计算等其他领域的合作尚未推进 ...

中国在该领域的发展处于领先地位。宁德时代已于2025年推出其钠离子电池产品线Naxtra并宣布开始大 规模生产；比亚迪也正在建设大型钠离子电池生产基地。在应用端，钠离子电池已开始落地：2024年， 江铃集团为其EV3车型提供钠离子电池选项；中科海钠的电池用于低速电动汽车；雅迪在2025年推出了 四款钠离子两轮车。此外，深圳等多个中国城市已试点钠离子电池换电站。 尽管当前能量密度仍低于高端锂离子电池，但其性能持续提升，已能满足小型车辆需求。业界认为，钠 离子电池最重要的影响可能在于电网储能领域。其低成本、高安全性和长寿命的特点，使其成为储存太 阳能和风能的有力选择。美国初创公司Peak Energy已开始部署电网规模的钠离子储能系统。 全球煤炭消费进入平台期 2030年前或小幅下降 近日，《麻省理工科技评论》发布了2026年度"十大突破性技术"榜单。其中，钠离子电池与下一代核能 技术作为能源领域的核心突破入选，展现了全球向更安全、更经济、更可持续的能源体系转型的关键方 向。这两项技术均被认为在未来3至5年内有望实现规模化成熟应用。 氢离子电池 钠离子电池凭借其原料丰富、成本低廉及安全性更佳的特性，正成为锂离子电 ...

Core Insights - Canada is accelerating its energy market strategy towards Asia to reduce reliance on the U.S. for fossil fuel exports, which currently account for about 25% of its total exports [1] - The geopolitical vulnerability of Canada's energy sector has been highlighted by recent tensions in U.S.-Canada relations, prompting a shift in trade dynamics [1] Group 1: Energy Export Strategy - Canada is focusing on expanding its energy exports to Asia, including oil, liquefied natural gas (LNG), and nuclear technology, to mitigate risks associated with dependence on a single major customer [1] - The Canadian government signed a memorandum of understanding with Malaysia covering LNG, oil, small modular reactors, and renewable energy, aiming to establish a long-term energy export foundation to Southeast Asia [2] Group 2: Trade Agreements and Infrastructure - Ongoing negotiations for the Canada-ASEAN Free Trade Agreement aim to facilitate entry into the Southeast Asian market, valued at $5 trillion, by reducing tariffs and non-tariff barriers [2] - The expansion of the Trans Mountain pipeline project, set to begin in May 2024, will nearly double Canada's oil transportation capacity to 890,000 barrels per day, providing a direct export route to Asia and reducing dependence on U.S. buyers [2] Group 3: Market Adaptation - The Westridge terminal, which will handle a significant portion of Canada's oil exports, is expected to increase its utilization as production rises and expansion plans are implemented by 2027 [2] - Approximately 75% of the crude oil loaded at the Westridge terminal is heavy sour crude, which is well-suited for complex refineries in Asia, indicating a strategic alignment with regional market needs [2]

2025年10月，加拿大现任总理卡尼出席在吉隆坡举行的东盟峰会，期间加拿大与马来西亚签署了一份意 向书，涵盖液化天然气、石油、小型模块化反应堆和可再生能源等领域的合作。该协议建立在2025年7 月加拿大首次从基蒂马特向亚洲出口液化天然气的基础上，旨在为加拿大向东南亚的长期能源出口奠定 基础。加拿大还在继续推进《加拿大-东盟自由贸易协定》的谈判，目标是进一步进入这个价值5万亿美 元的东南亚市场。拟议中的协定将降低关税、减少非关税壁垒、改善加拿大企业的投资保护。谈判代表 已举行多轮会谈，官员们表示，预计今年将在达成协议方面取得进展，尤其将提振能源销售。 与此同时，随着2024年5月跨山输油管道扩建项目启动，亚洲正成为加拿大石油的主要买家。该项目将 加拿大的输油能力提高了近两倍，达到每天89万桶，并提供了通往韦斯特里奇海运码头的通道，这为加 拿大打开了通往亚洲市场的直接出口路线，降低了对美国买家的依赖。韦斯特里奇码头装载的原油中约 75%是重质高硫原油，非常适合亚洲的复杂炼油厂。该码头目前每月可处理多达34艘阿芙拉型油轮的装 货量，随着产量增加以及2027年前后增量扩建方案出台，该码头的利用率预计将进一步提高。 数 ...

Group 1 - Donghai Securities has issued a "buy" rating for Jerry Holdings (002353.SZ) based on the establishment of a new growth curve in its power energy business [1] - The company is optimizing its power business layout by entering the small modular reactor sector [1] Group 2 - The report highlights potential risks including increased volatility in oil and natural gas prices, intensified market competition, and risks associated with international operations [1]

Core Viewpoint - The report from Donghai Securities highlights that Jerry Holdings has secured a new order for generator sets exceeding 100 million USD, while also expanding into the small modular reactor sector, establishing a growth trajectory in its power energy business [1] Group 1: Business Expansion - The company is a leading player in the domestic oil and gas equipment sector, achieving breakthroughs in drilling, natural gas, and gas turbine generator set businesses in both domestic and international markets [1] - The global strategy of the company is gradually being implemented, with diversified business development showing synergy [1] Group 2: Order Acquisition - The natural gas segment has secured multiple large orders globally, providing strong support for the company's performance growth [1] - The gas turbine generator set business has achieved a breakthrough with orders from North American data centers [1] Group 3: Investment Rating - The report maintains a "Buy" rating for the company, indicating positive outlook based on recent developments [1]

Group 1 - The company plans to establish a holding subsidiary in Dubai, focusing on small modular reactor (SMR) related business, with a registered capital of 10 million AED, approximately 19.07 million RMB [1][3] - The investment will be made by the company's wholly-owned subsidiary, Jerry Middle East Company, contributing 9.4 million AED (94% of the capital), while Vice President Li Weibin will contribute 600,000 AED (6% of the capital) [3] - The SMR technology is considered a key emerging technology in the context of global energy transition, offering modular prefabrication, short construction cycles, flexible siting, and high safety performance, addressing stable power and heating needs in various scenarios [3] Group 2 - The International Energy Agency (IEA) predicts that annual investments in the global SMR sector could reach 25 billion USD by 2030, with an expected total of 1,000 SMRs and a total installed capacity of 120 GW by 2050 if policy and technological developments proceed smoothly [3]

Group 1 - Japan has abandoned plans to build a large-scale nuclear power plant in Vietnam, marking another setback for its efforts to export nuclear technology following similar project cancellations in Turkey, the UK, and France [1][5] - The Vietnamese government had initially planned to construct eight nuclear power plants by 2030, with a total capacity of 15-16 million kilowatts, but the project was suspended in 2016 due to safety and budget concerns [2] - Japan's withdrawal from the Ninh Thuan 2 nuclear project is attributed to the tight completion timeline, with the two reactors expected to be operational by 2035, but actual operation may not occur until closer to 2040 [2] Group 2 - The exit from the Ninh Thuan 2 project may force Vietnam to revise its long-term electricity planning, as the country faces increasing electricity demand amid climate-related challenges [4] - Vietnam's total electricity generation is projected to reach 85,000 megawatts in 2024, with plans to increase to 150,000 megawatts by 2030 and 400,000-500,000 megawatts by 2050 [4] - The Vietnamese Prime Minister emphasized the urgent need for stable electricity supply to support economic development, particularly for industries like semiconductor manufacturing and high-speed rail systems [4] Group 3 - Japan's nuclear power export ambitions have faced significant challenges, with previous projects in Lithuania, France, and the UK also being shelved, leading to substantial financial losses for companies like Toshiba [5] - The Japanese government is rethinking its nuclear export strategy, considering the development of small modular reactors as a potential solution to its export challenges [6] - Despite Japan's withdrawal from the large-scale project in Vietnam, there are still plans to explore the possibility of building other nuclear facilities in the country, particularly focusing on small modular reactors [6] Group 4 - The Japanese nuclear industry is currently more focused on domestic issues, with companies expressing doubts about the viability of nuclear exports [7] - Challenges such as unresolved issues regarding the decommissioning of nuclear plants and the disposal of spent fuel continue to hinder Japan's nuclear power sector [7]