每日更新 - 可再生能源/中国/澳大利亚 The Daily Update - Renewable energy / China / Australia

在昨天发布的一份报告中,国际能源署(IEA)表示,可再生能源去年超过煤炭,其装机容量首次达到全球第一。此外,由于强有力的行业支持政策以及大幅度成本降低,该行业在未来5年内将显著增长。在最近的报告中,就中期可再生能源市场而言,可再生能源在2015年和2021年之间增长13%。在同一时期,太阳能生产成本下降了25%,岸风力发电增加15%。根据该报告,仅中国就占风力发电量的50%(每小时安装两台风力发电机!)。在全球,每天要安装50万个太阳能电池板。为了说明这一点,预期的增长将相当于美国和欧盟联合的电力需求总和。在全球,每小时将安装2.5台风力涡轮机和30,000个太阳能电池板。

这种大规模增长背后的因素很多。当然,政府的强有力的政策支持是主要驱动力,其不仅减少空气污染及其对气候变化的影响,而且通过能源供应多样化能增加能源安全。这促成了规模经济和技术进步,意味着政府和私营企业在投资可再生能源时能收益更多,从而增加投资底线。

然而,国际能源署在报告中也表示了谨慎的态度。它指出了一些政策可以提高30%容量。国际能源署执行董事毕洛博士表示:“我很高兴看到,去年可再生能源再创记录,我们对未来五年的增长预测更为乐观”, 但补充说,“然而,与可再生能源的巨大未开发潜力相比,即使这些更高的预期仍然需要适度。国际能源署将与世界各国政府合作,在未来几年最大限度地利用可再生能源。”

当然,利用可再生能源和远离碳的不懈努力不是每个人的福音,特别是如果你是一个大型煤炭出口国;像澳大利亚。2015年,澳大利亚出口了超过280亿美元的煤炭,占全球总量的36%。随着化石燃料的持续妖魔化,从长远来看,这对澳大利亚等煤炭出口国来说并不好,反过来可能对澳大利亚的国内生产总值产生负面影响。我们斯特拉顿街表示过很多次为什么我们不投资澳大利亚;因为其净外国负债超过81%,远低于我们截止点负50%,我们不认为它是一个“富国”。 在短期至中期内,我们不会改变这种观点。

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