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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 weeklyEpisodes43Founded5 months ago
Language
ZH-CN
Number of ListenersCategory
News

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Latest Episodes

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

2026年4月17日

过去一周,全球能源领域呈现出显著的“安全治理与系统调节并行”的态势。从中国发布电力重大事故隐患判定新规,到欧洲围绕辅助服务、偏差结算、能源共享和互联电缆继续调整,再到美洲在公用事业投资、能源价格、输电容量回收和储能扩张上不断出现新动向,能源系统的运行逻辑正在进入更密集的安全治理、市场规则调整与系统调节成本重估。

跟我们一起,开启本期的“能源环球巡游”吧🚢

▌亚太地区

• 中国:国家发展改革委发布《电力重大事故隐患判定标准及治理监督管理规定》。

• 印度尼西... more

2026年4月10日

过去一周,全球能源领域呈现出显著的“监管推进与系统重构并行”的态势。从中国启动新一轮电力领域综合监管,到欧洲推进 战略储备和绿能招标,再到美洲围绕核燃料循环和海上风电继续调整,能源系统的运行逻辑正在进入更高频的政策调整与基础设施重组。

跟我们一起,开启本期的“能源环球巡游游”吧🚢

▌亚太地区

• 中国:启动2026年电力领域综合监管,重点关注“沙戈荒”基地、绿电直连和电力市场秩序。

• 韩国:拟强制新建工厂安装屋顶光伏,加快可再生能源扩张。

• 印尼:... more

2026年4月3日

【更新通知】

大家好!从2026年4月3日起,节目更新安排将做如下调整:

• 《能源新发现》调整为每周五更新,我们会继续以稳定的节奏、及时地把最新的能源信号📶带到你身边。

• 《能源浅聊》也将开启新的内容线,每个专题覆盖不同话题和期数,用简洁的语言,串起复杂的世界🌍(不定期更新)。

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中东局势升级带来的影响,正在从油气价格继续向高耗能工业和亚洲加工链条传导。海湾铝冶炼厂面临减产、原料运输受阻和重启周期拉长,中国炼油与化工产业链的开工率也... more

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