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能源漫游

E一一

在能源变革的浪潮中,我们一起漫游。 我们关注全球能源与电力市场的动态——从欧洲的容量机制到北美的储能收益,从亚洲的拍卖制度到中东与非洲的新兴电力市场,从清洁能源项目到数据中心崛起带来的能源新逻辑。每一期,我们都会选取正在发生的重要新闻,用简明的叙述与清晰的逻辑,带你穿越全球能源版图。 目前,我们有两个系列: 【能源新发现】 每周更新,精选过去一周国内外重要能源新闻,以全球视角梳理趋势脉络。 【能源浅聊】 不定期更新,从“新发现”中挑出值得再聊的议题,用轻松方式解释背后的机制与逻辑。 让我们在数据与故事之间,寻找能源转型的真正脉动。

PublishesTwice weeklyEpisodes46Founded5 months ago
Language
ZH-CN
Number of ListenersCategory
News

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Latest Episodes

2026年5月15日

过去一周,全球能源和电力领域的变化主要集中在基础设施扩容、市场规则调整和负荷增长压力的同步推进。亚太开始把更多资源投向算力供能、海上风电和电力建设,欧洲继续处理输电、价格和跨境机制上的摩擦,美洲则在审批、保供和核电融资上 接连出现新动向。

跟我们一起,开启本期的“能源环球巡游”吧🚢

▌亚太地区

• 中国:四部门发布《关于促进人工智能与能源双向赋能的行动方案》,提出推动算力设施向新能源富集地区有序汇集,探索核电、氢能直连供能,并支持构网型储能、绿电交易和需求响应等机... more

2026年5月8日

过去一周,全球能源和电力领域的变化主要集中在“产业出海与系统调节并行”两个方面。从中国清洁能源标准出海、出口增长和 储能资产证券化破冰,到欧洲围绕 气电碳捕集 补贴、受管制电价 和 高耗能工业电费 继续调整,再到 美国 区域电力市场扩容、并网审查提速以及数据中心负荷风险预警接连出现,政策和市场的重心都在继续往更具体的环节推进。

跟我们一起,开启本期的“能源环球巡游”吧🚢

▌亚太地区

• 中国:清洁能源产业链出海提速,海上风电IEC国际标准立项,光伏逆变器、太阳能电池... more

2026年4月30日

过去一周,全球能源和电力领域的新变化主要集中在供给扩张和系统约束两个方面。从中国光伏装机量预计首次超过煤电,到欧洲围绕电网调节、跨境互联和容量机制继续调整,再到美国电价上涨、光伏贸易壁垒抬高,能源系统的运行逻辑正在进入更密集的供需再平衡。

跟我们一起,开启本期的“能源环球巡游”吧🚢

▌亚太地区

• 中国:光伏装机量预计今年首次超过煤电,迎峰度夏总体供需基本平衡。

• 马来西亚:煤价抬升与7月至8月天然气维护窗口叠加,电力供应面临关键考验。

• 印度:拉贾斯坦邦... more

2026年4月24日

从中国发布一季度用电数据并推动气象大模型与电力大模型耦合,到欧洲围绕并网改革、偏差结算和热价机制继续修订,再到美国因数据中心负荷上升重新审视长期负荷预测和风光审批,能源系统的运行逻辑正同时面临并网限制、调节成本与投资节奏的重新评估。

跟我们一起,开启本期的“能源环球巡游”吧🚢

▌亚太地区

• 中国:一季度全社会用电量同比增长5.2%,清洁能源占比继续提升;光伏秩序修复和气象大模型协同同步推进。

• 日本:拟加强电网容量管理,整治数据中心等大负荷用户虚占并网容量的... more

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能源漫游 launched 5 months ago and published 46 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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