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全球可再生能源发电量首超煤炭
Huan Qiu Shi Bao· 2025-10-10 04:21
本报驻法国特约记者 董 铭 虽然全球电力需求持续上升,但太阳能和风能等可再生能源的增长正不断推动世界摆脱对于污染更为严 重的化石燃料的依赖。国际能源智库恩伯(Ember)当地时间7日发布的最新数据显示,今年上半年, 可再生能源超过煤炭成为世界最主要的电力来源,这在历史上是首次出现,该智库称此为"关键的转折 点"。 恩伯的数据显示,在今年1月至6月期间,太阳能和风能等可再生能源在全球范围内的发电量达到5072太 瓦时(1太瓦时等于10亿千瓦时),超过煤炭的4896太瓦时。从增长幅度来看,2025年上半年全球电力 需求同比增长2.6%,即369太瓦时,而太阳能发电量增加306太瓦时,风能发电量增加97太瓦时,两者 已经可以覆盖增长的电力需求。 与之相对应的是,同期全球煤炭发电量下降0.6%,天然气发电量下降0.2%,整体化石燃料发电总量下 降0.3%,使得全球电力行业排放量下降0.2%。"这标志着一个转变的开始,即清洁电力的增长正与电力 需求增长保持同步。"恩伯高级分析师莫提卡表示。 在清洁能源增长的背后,全球能源格局出现了显著变化。英国广播公司(BBC)当地时间7日报道称, 发展中国家,尤其是中国,引领了清洁能 ...
石油的好日子还有多久?
Sou Hu Cai Jing· 2025-10-10 03:52
"这是最好的时代,也是最坏的时代"——这句出自狄更斯《双城记》的开篇名言,在一个半世纪后的今天,却精准地描述着化石能源所处的现实。 它们共同驱动着全球经济,维系现代社会的运转。然而一个巨大的转折正在发生:2023至2050年间,全球GDP规模预计将翻一番,而碳排放却要大幅下 降!这意味着,全球能源体系将面临根本性重塑。 那么,石油和天然气的饭碗是否会被可再生能源取代?可再生能源又能否真正挑起大梁? 9月25日,bp集团正式发布了2025年版《bp世界能源展望》(以下简称"《展望》"),从"当前轨迹"和"低于2℃"两种情景,探讨影响全球能源消费和供给 的诸多因素,展望未来三十年能源转型的前景。 现在,就让我们一起走进这份前瞻报告,寻找困惑能源从业者的答案线索! 目前,石油最大的消费来自道路运输领域,但很多人忽略它另一重重要的身份——化工原料,正是这种"燃料"与"原料"的双重身份,决定了石油需求的未 来前景: 《展望》预测,随着车辆效率提高和电动化进程加快,石油在公路运输中的作用会逐渐减少;而以塑料为代表的石化产品需求将持续增长,推动石化原料 用油需求不断提升,逐步取代道路交通燃料,成为石油需求增长的主要来源。 ...
数据显示:全球可再生能源发电量首超煤炭,中国新增可再生能源发电量超世界其他地区总和
Huan Qiu Wang· 2025-10-09 23:05
相比之下,美国以及欧盟等发达国家则出现了相反的趋势。BBC 报道称,在美国,电力需求的增长快 于清洁能源的产出,加大了对化石燃料的依赖,其上半年煤炭发电量增长17%。国际能源署(IEA)去 年预计称,到2030年,美国将新增500吉瓦可再生能源装机容量。但IEA周二发布的最新报告预测,由 于当前美国政府的政策,美国可再生能源的增长将远低于预期,该机构将上述去年的预测大幅下调50% 至250吉瓦。《纽约时报》报道称,本届美国政府已经撤销了前任政府制定的对风能和太阳能装置、电 动汽车及其他可再生能源项目的税收优惠,同时持续打击风电行业,还撤销了原本旨在增加化石燃料电 厂持续运营成本的法规。 而在欧盟,数月来风能和水力发电表现疲软,上半年天然气和煤炭发电量分别上升14%和1.1%。值得注 意的是,电力基础设施建设不足也是制约欧盟国家使用可再生能源的因素之一。据彭博社8日报道,由 于未能获得相匹配的电网建设投资,欧洲国家有意减少风能和太阳能输出的现象越来越普遍,而与电网 相关的停机成本最终被转嫁给消费者。报道称,今年前9个月,欧洲国家削减的风力发电量显著增加, 西班牙、法国、德国削减量创纪录。 与之相对应的是,同期全 ...
国际能源署:尽管挑战重重 全球可再生能源装机仍将翻倍增长
Sou Hu Cai Jing· 2025-10-08 10:10
国际能源署(IEA)于当地时间 10 月 7 日发布《2025 年可再生能源》报告,明确指出尽管面临供应链承压、资金紧张、电网整合受阻及政 策不确定性等多重挑战,全球可再生能源装机容量仍将保持强劲增长态势,预计 2025 至 2030 年新增装机容量达 4600 吉瓦,规模大致相当 于中国、欧盟和日本当前装机容量的总和,较此前五年增量实现翻倍。 AI制图 报告揭示,太阳能光伏将成为此次增长浪潮的核心驱动力。得益于持续走低的成本优势与不断提速的项目审批流程,太阳能光伏发电在未来 五年全球可再生能源新增装机容量中的占比预计将达到 80% 左右,成为无可争议的增长主力。风能则紧随其后位居第二,尽管短期面临供 应链瓶颈等挑战,但随着问题逐步缓解及重点项目推进,风电装机仍将实现大幅增长,中国、欧洲和印度将成为风电扩张的关键市场。此 外,水电、生物能、地热能等技术将继续发挥重要支撑作用,为电力系统稳定运行与灵活性提升提供保障。 从区域格局来看,新兴经济体正成为可再生能源增长的新引擎。在亚洲、中东和非洲地区,成本竞争力与强化的政策支持形成双重推力,刺 激可再生能源加速发展。多国政府通过推出新的招标计划、上调发展目标等举措, ...
最新报告:中国继续领跑全球清洁能源发展
Zhong Guo Xin Wen Wang· 2025-10-07 14:59
全球媒体聚焦|最新报告:中国继续领跑全球清洁能源发展 当地时间10月7日,英国气候及能源智库恩伯(Ember)公司发布了最新一期全球能源调查报告。报告显示,今年上半年,中国新增太阳能和风能装机容量超过 世界其他地区的总和,继续领跑全球清洁能源发展。 中国引领清洁能源增长 这份名为《2025全球电力年中洞察》的报告指出,中国仍然是清洁能源增长的明显领跑者,今年上半年,中国太阳能发电量增幅占全球太阳能发电量增长的 55%,风能发电量增长占全球增长的82%。 今年上半年,中国的太阳能发电量同比增长43%,远高于同期31%的全球平均增幅,在中国电力增幅中占比超过85%。太阳能在中国电力结构中的比例同比 增长超过3%。 在风电发电方面,上半年中国的风电发电量增长16%,是全球平均水平的两倍多,占中国发电量增长的四成、全球发电量增长的82%。风电在中国电力结构 中的占比同样有所提高。 此外,在低碳能源中,核能发电量增长11%,对全球核能增长的贡献率超过70%。 (文章来源:中国新闻网) 2025年上半年,中国太阳能和风能发电量增长超过电力需求,使得煤炭消费量下降。 化石燃料发电量和排放量下降 报告显示,2025年上半年, ...
IEA下调美国可再生能源增幅预测50%,全球增长仍强劲
Zhi Tong Cai Jing· 2025-10-07 10:39
国际能源署(IEA)周二发布的《2025年可再生能源报告》显示,受特朗普政府近期政策调整影响,该机 构已将美国到2030年的可再生能源增长预测下调50%。 目前,IEA预计2025年至2030年间,美国可再生能源装机容量新增规模将接近250吉瓦,较此前500吉瓦 的预测值大幅缩水。 此次预测调整主要源于多项政策变动,包括联邦税收抵免提前逐步取消、新增进口限制、暂停海上风电 新项目租赁审批,以及对联邦土地上陆上风电与太阳能项目的许可审批实施限制。 值得注意的是,自1992年推出以来,税收抵免一直是推动美国可再生能源发展的核心驱动力。 与此同时,IEA预计到2030年,全球可再生能源发电装机容量将实现翻倍,新增规模达4600吉瓦。其 中,太阳能占比将接近80%,其次是风能。 但该机构同时补充称,中国仍将贡献全球近60%的可再生能源装机增量,且其风电、太阳能装机容量目 标有望较2035年既定时间提前五年达成。 IEA指出:"中国将可再生能源补贴政策从长期固定电价制转向基于拍卖的差价合约制,这一政策转变 带来了不确定性,可能对全球可再生能源装机容量增长产生影响。" 在5月31日终止的旧政策框架下,风电与太阳能项目可享 ...
什么是环保概念,涵盖哪些产业链
Sou Hu Cai Jing· 2025-10-04 01:21
Core Insights - The environmental protection concept encompasses a series of industrial activities and technological applications aimed at reducing environmental damage, lowering pollution emissions, and enhancing resource utilization efficiency [1] - The global climate change issue has led governments to implement policies supporting green transformation, making the environmental protection concept a significant focus in capital markets [1] Industry Structure - The environmental protection industry chain includes upstream technology research and equipment manufacturing, midstream environmental governance and operational services, and downstream resource recycling [1] - Upstream activities involve the development and production of energy-saving and environmentally friendly materials, renewable energy technologies, and pollution monitoring instruments [1] - Midstream focuses on pollution control projects such as wastewater treatment, flue gas purification, and solid waste management [1] - Downstream emphasizes the recycling and reuse of waste materials, including the recovery of metals, dismantling of electronic products, and biomass energy conversion [1] Clean Energy and Infrastructure - The environmental protection concept extends to the application of clean energy as a substitute for traditional fossil fuels, including the development of wind, solar, and hydrogen energy [1] - Supporting infrastructure such as smart grids and energy storage systems are also critical components of green low-carbon development [1] Investment Opportunities - Understanding the structure of the environmental protection industry chain helps investors identify investment opportunities at different stages [2] - Environmental governance demand may be released first due to policy drivers, while long-term growth potential may arise from technological innovation and circular economy models [2] - The environmental protection industry is significantly influenced by policies, and some areas may have longer return cycles, necessitating a comprehensive assessment of macroeconomic conditions and industry trends for investment decisions [2]
太阳能成为欧盟电力主要来源,丹麦可再生能源占比最高
Shang Wu Bu Wang Zhan· 2025-09-30 17:00
Core Insights - Renewable energy accounted for 54.0% of the EU's net electricity generation in Q2 2025, an increase from 52.7% in the same period of 2024, primarily driven by solar energy [1] - In June 2025, solar energy became the leading source of electricity in the EU for the first time, contributing 22.0% of total generation, surpassing nuclear (21.6%), wind (15.8%), hydro (14.1%), and natural gas (13.8%) [1] Renewable Energy Breakdown - In Q2 2025, Denmark had the highest share of renewable energy in net electricity generation at 94.7%, followed by Latvia (93.4%), Austria (91.8%), Croatia (89.5%), and Portugal (85.6%) [1] - The lowest shares of renewable energy were recorded in Slovakia (19.9%), Malta (21.2%), and the Czech Republic (22.1%) [1] - The main sources of renewable energy in the EU were solar (36.8%), wind (29.5%), and hydro (26.0%), with biomass and renewable fuels at 7.3% and geothermal energy at 0.4% [1]
快讯!快讯!欧盟正式宣布了!要用非洲替代俄罗斯!
Sou Hu Cai Jing· 2025-09-28 12:14
Group 1 - The European Union announced an investment of €545 million (approximately 4.2 billion RMB) to support renewable energy projects in Africa, including solar and wind energy [1][2] - This funding marks a significant shift in EU's strategy, moving from military spending to energy cooperation with Africa, aiming to reduce dependence on traditional oil and gas resources [1] - The investment is seen as a crucial step in the EU's energy transition, especially in light of the energy security challenges posed by the Russia-Ukraine conflict and the previous gas supply crisis [1][2] Group 2 - Africa is emerging as a new hotspot for global energy cooperation, with various countries already investing in hydroelectric and wind projects in the region [2] - The EU's entry into the African renewable energy market indicates a competitive landscape, as it seeks to prevent any single entity from dominating this emerging market [2] - The €545 million investment, while not substantial, could pave the way for larger-scale collaborations if successful demonstration projects are established [2]
bp:世界能源转型加速但前路崎岖
中国能源报· 2025-09-26 12:48
Core Viewpoint - BP Group's "Energy Outlook 2025" report highlights that geopolitical tensions, slowing energy efficiency improvements, and delayed transitions pose significant risks to global energy transformation, warning that without decisive action, the world may face a "disordered transition" in the next decade [1][3]. Global Energy Demand Shift - Future global energy demand growth will be primarily driven by emerging economies (excluding China), with primary energy demand in these regions expected to increase by nearly 50% by 2050 under the "current trajectory" scenario [5]. - Emerging economies in Asia (excluding China) are projected to see a 70% increase, Africa 60%, and South America 30% by 2050, driven by ongoing economic development and population growth [6]. - In contrast, China's primary energy demand is expected to decline by over 10% by 2050 under the "current trajectory" scenario, and by more than one-third under the "below 2 degrees" scenario [6]. - The rapid development of digital technologies is creating new growth points for energy demand, with data centers accounting for about 10% of global electricity growth, and as high as 40% in the U.S. [6]. Renewable Energy Cost Reduction - Global oil demand is expected to peak by the late 2020s and decline by approximately 15% by 2050 under the "current trajectory" scenario, with a 70% decline under the "below 2 degrees" scenario [8]. - The report indicates a significant shift in oil demand from fuel applications to raw material applications, with petrochemical feedstocks becoming the most resilient part of oil demand, expected to rise from about 15% to nearly 30% by 2050 [8]. - Renewable energy is projected to be the fastest-growing energy source, with supply expected to increase more than two and a half times by 2050 under the "current trajectory" scenario, and three and a half times under the "below 2 degrees" scenario [8]. - The substantial decrease in renewable energy costs is enhancing its competitiveness, with renewables expected to account for 25% of global primary energy supply by 2050 under the "current trajectory" scenario [8]. Natural Gas Outlook - The outlook for natural gas is uncertain, with a projected 20% increase in global demand by 2035 under the "current trajectory" scenario, but a potential 50% decline by 2050 under the "below 2 degrees" scenario [9]. Challenges in Energy Transition - The report warns of multiple risks to global energy transition, particularly from geopolitical tensions and delayed actions [11]. - Increased geopolitical tensions may alter energy development paths, potentially leading to a focus on energy self-sufficiency that could suppress renewable energy shares [11]. - A continued slowdown in energy efficiency improvements could result in a 5% higher global energy demand by 2035 compared to the "current trajectory" scenario, primarily met by fossil fuels [11]. - The most severe risk arises from delayed transitions, with estimates indicating that the remaining carbon budget to limit global warming to 2 degrees Celsius could be exhausted by the early 2040s under the "current trajectory" scenario [11]. Opportunities Amid Challenges - Despite the challenges, the report emphasizes that declining renewable energy costs and technological advancements provide opportunities for accelerating the global energy system transition, particularly in solar, wind, and electric vehicle sectors [12].