完美风暴！清洁能源时代的第一场能源危机

华尔街见闻2021-10-06

全世界正在经历清洁能源转型带来的第一次重大能源危机。包括欧盟27国、英国、巴西和印度等国在内，目前全球已有超30国受到能源危机影响。其中，英国汽油遭到哄抢、巴西电网崩溃，印度电力行业也迎来“完美风暴”。受到欧洲能源危机的影响，天然气近期跻身全球大宗商品“涨价王”之一。行情数据显示，11月份欧洲天然气供应合同跃升23%，达到了创纪录水平，至每兆瓦时117.50欧元，而6个月前仅为18欧元，较...

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精彩评论

股海泛舟不带桨
2021-10-07
股海泛舟不带桨
反正就是利好隆基就对了
真的英雄
2021-10-07
真的英雄
新能源到底是啥？
Liaw_0430
2021-10-07
Liaw_0430
阅
BP小林
2021-10-07
BP小林
[财迷] [财迷] [财迷]
Lhop
2021-10-07
Lhop
清洁能源必须提到核能，核能占20%的能源供给，荷兰将健新核电站，法国核能占60%的电力供给了。ccj龙头
- haiwei183:
  看
BRAVERY
2021-10-07
BRAVERY
讀起來不吃虧

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Currie指出，化石燃料投资不足是能源供给紧张的重要原因之一。\n今年以来，投资者们一直在将资金投入替代能源股，而非化石燃料公司。许多公司则在抛售煤炭和石油股票，认为在能源转型加速之际，这些股票存在风险。一些化石燃料公司已经开始将投资方向转向低碳的未来，而不是仅仅专注于开采和输送更多的石油和天然气。\nJeff Currie在接受彭博电视台采访时表示：“在世界上许多地方，风能和太阳能都已经过剩。”\n在过去的十几年，风能和太阳能的产量激增。但这两种可再生能源都存在着不稳定的因素。而且，与天然气或煤炭不同，电力难以储存大量的电能。然而在电网使用上，供应和需求必须持续、完美地平衡。一旦打破这种平衡，就会导致停电。\n解决储存方案\n未来最大的障碍之一将是储存间歇性风力和水源产生的电力。\n“这种转变既是挑战，也是机遇，”塔夫茨大学气候政策实验室常务董事Amy Myers Jaffe说。\n澳大利亚和加州正在向电网中注入大量电池，以在太阳落山时保持太阳能发电厂的电力供应稳定。这种部署还处于初期阶段，电池本身也是有限的，通常一次只能提供大约四个小时的电力。\n更多的国家和公司都把希望寄托在氢能源上，认为它既是储存能源的一种方式，也是运输和工业的燃料。\n氢可以由可再生能源供电的电解器从水中分离出来，这个过程不会产生温室气体。然后，氢气可以在涡轮中燃烧，或者通过燃料电池发电——所有这些环节都不排放碳。与石油、天然气和煤炭不同，这种“绿色氢”可以在任何有水、有强光或强风的地方生产。\n然而氢能在电力行业大规模应用之前，尚存在着基础设施建设不健全、制氢、储氢和输氢技术存在安全风险等一系列问题。\n在短期内，北半球的暖冬将使天然气价格下降，并使储藏库能够重新填满。但当前的油价飙升提醒人们，尽管世界正试图建立一个新的能源体系，但它仍然依赖于旧的能源体系。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":823160624,"gmtCreate":1633600512039,"gmtModify":1633600512039,"author":{"id":"176942814735850","authorId":"176942814735850","name":"股海泛舟不带桨","avatar":"https://static.tigerbbs.com/203584f7efbc4cb246dab6cb3ce25a9a","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"176942814735850","authorIdStr":"176942814735850"},"htmlText":"反正就是利好隆基就对了","listText":"反正就是利好隆基就对了","text":"反正就是利好隆基就对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823160624","repostId":1119836545,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":823931139,"gmtCreate":1633570290667,"gmtModify":1633570290667,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"真的英雄","avatar":"https://static.tigerbbs.com/840859d8f7d3c5c63498b7f330b98705","vip":1,"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472509891364152","authorIdStr":"3472509891364152"},"htmlText":"新能源到底是啥？","listText":"新能源到底是啥？","text":"新能源到底是啥？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823931139","repostId":1119836545,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":823072848,"gmtCreate":1633568362234,"gmtModify":1633568362375,"author":{"id":"3581752785253752","authorId":"3581752785253752","name":"Liaw_0430","avatar":"https://static.tigerbbs.com/1a8dcaa9f08727d3d1c7f0b9b2d3cb37","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581752785253752","authorIdStr":"3581752785253752"},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823072848","repostId":1119836545,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":829743754,"gmtCreate":1633561895870,"gmtModify":1633561896330,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3569034930679856","authorIdStr":"3569034930679856"},"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] 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