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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1119836545?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/5d499897995feded240f15260325d83c","is_english":false,"pubTime":"2021-10-06 19:12","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1119836545","market":"sh","top_or_hot":-1,"title":"完美风暴！清洁能源时代的第一场能源危机","media":"华尔街见闻","content":"<div>\n<p>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。\n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”。\n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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3641763\">网页链接</a>\n\n</div>\n","source":"highlight_wallstreetcn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>完美风暴！清洁能源时代的第一场能源危机</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n完美风暴！清洁能源时代的第一场能源危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 19:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3641763><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。\n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”。\n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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3641763\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"159945","symbol_name":"能源","start_time":0,"source_url":"https://wallstreetcn.com/articles/3641763","article_id":"1119836545","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5d499897995feded240f15260325d83c"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3641763","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1119836545","pubTimestamp":1633518722,"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"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。\n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","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159945":"能源"},"translate_title":"Perfect storm! The first energy crisis in the clean energy era","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/09b101ebc9ef48a03b85ae01a0659f7a","symbols_score_info":{"159945":0.9},"content_text":"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。\n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”。\n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2020年5月创纪录低点更是上涨了超1000%。\n彭博分析认为，此次危机凸显出了欧洲从传统石化能源转向可再生能源的挑战。\n价格压力\n彭博预测，随着世界逐步淘汰化石燃料，转向以电力为动力的汽车、炉灶和供暖系统，到2050年，电力消耗预计将增加60%。\n持续的经济和人口增长也将推动消费增长。随着世界越来越多地走向数字化，这将意味着，当人们比以往任何时候都更需要持续的电力时，这种依赖性就会加剧。\n电力需求激增加上油价波动，意味着未来几十年世界可能会陷入动荡。其后果可能包括能源驱动的通货膨胀，收入加剧不平等，以及迫在眉睫的停电威胁和生产损失。\n全球影响\n地球上的能源系统是相互关联的，由于天然气价格飙升，各国能源都受到了极大的打击。\n英国因为“能源荒”，汽油遭到哄抢，目前这已经给该国食品行业及供应链等带来连锁反应。如果这一问题无法尽快得到解决，那么该国经济很可能将迎来更加严重的问题。\n美国天然气期货价格周二单日上涨9.78%创下历史新高，这是过去10个交易日中出现的第三个单日涨幅超过9%，美国作为世界天然气中心，天然气也是供需紧张。\n作为南美洲最大的经济体，巴西此前有60%的电力是依靠水力发电。不过因为今年天气异常，严重的干旱导致水库的水位下降，水力发电也不再稳定。中化新网称，为了缓解电网崩溃的问题，巴西已经启动天然气发电机，这势必将导致天然气价格提升。\n在印度经济开始复苏的关键时期，一场前所未有的能源危机也不期而至。印度国内的135家燃煤电厂中，有112家只剩下不到一周的存量，超过70家不足三天，有16家甚至已经断供。\n紧张的能源供给\n高盛集团大宗商品研究部全球主管Jeff 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":null,"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},"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/63f4db5a25402cce463d975948213b15","crmLevel":2,"crmLevelSwitch":0},"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},"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":7,"crmLevelSwitch":0},"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829743754","repostId":1119836545,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":829724007,"gmtCreate":1633560881219,"gmtModify":1633560881219,"author":{"id":"3567994655869936","authorId":"3567994655869936","name":"Lhop","avatar":"https://static.tigerbbs.com/6a01b18ec1f6532bc965385bb36f5d3e","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829724007","repostId":1119836545,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6115298,"gmtCreate":1633564104280,"gmtModify":1634720057353,"authorId":3572683426659077,"author":{"id":3572683426659077,"authorId":3572683426659077,"name":"haiwei183","avatar":"https://static.tigerbbs.com/1cae291bddff5a30eeb96060074d8531","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829724007,"type":1,"supId":0,"prevId":0,"content":"<u>看</u>","text":"<u>看</u>","html":"<u>看</u>"}],"langContent":"CN"},{"id":829763994,"gmtCreate":1633559141076,"gmtModify":1633559141076,"author":{"id":"3447636475052445","authorId":"3447636475052445","name":"BRAVERY","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"讀起來不吃虧","listText":"讀起來不吃虧","text":"讀起來不吃虧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829763994","repostId":1119836545,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":96,"commentSize":8,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1119836545"}