
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。
| Publishes | Daily | Episodes | 36 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | News |

2026年3月17日
地缘冲突的影响仍在持续外溢。从油气运输受阻到电网调度强化,从核能监管调整到基础设施与制造政策重排,能源安全、系统韧性与产业成本之间的关系正在被重新计算。从亚太围绕氢能、燃料替代与清洁电力合作展开的新安排,到欧洲在核能、电网和制造环节上的一系列调整,再到美洲和新兴市场围绕电网扩容、电源建设与资源布局出现的新变化,各地能源体系都在继续发生新的结构性调整。
本期节目依然从“热点赛道简报”开始,先快速看看中东局势升级两周之后,大宗商品市场在原油、液化天然气、铝和黄金上的最新变化... more
2026年3月13日
能源安全、核能政策以及电网容量规则,正在成为这一期新闻中的几个关键词。从亚太围绕燃料调配、储能建设与电力监管展开的新安排,到欧洲在核能、电网和能源价格机制上的一系列调整,再到美洲和新兴市场围绕电网调度、矿业开放与绿电并网出现的新变化,各地能源体系都在继续发生新的结构性调整。
本期节目依然从“热点赛道简报”开始,先快速看看电池、钢铁与煤炭产业链的一些边际变化,随后进入“能源环球巡游”,一起扫描全球能源体系的最新动态。
▌热点赛道简报
• 电池补能体系与产业政策同步... more
2026年3月10日
电网建设、能源价格机制以及电力市场规则,正在成为能源转型中的关键议题。从中国推进能源监管与市场体系协同,到东南亚电网升级与燃煤替代,再到欧洲围绕电网投资与工业用能展开政策调整,以及美洲地区面对电力需求变化所进行的系统规划,各地能源体系都在进行新的结构性调整。
本期节目依然从“热点赛道简报”开始,先快速看看能源技术与资源领域的一些新动向,随后进入“能源环球巡游”,一起快速扫描全球能源体系的最新变化。
▌热点赛道简报
• 核聚变工程化进展持续推进:聚变实验装置刷新运... more
2026年3月6日
AI算力、人形机器人与新能源设备正在同时推高稀土永磁需求;与此同时,各国围绕关键矿产、能源安全与电力系统建设展开新一轮政策布局。
本期节目从资源市场的变化说起,随后进入“能源环球巡游”:从中国新型电力系统战略,到欧洲氢能政策与关键矿产立法,再到美国地热投资与核电政策松动,一起快速扫描全球能源体系的最新变化。
▌热点赛道简报
• 稀土永磁需求出现多轮共振:AI服务器、人形机器人以及新能源设备同时推高高性能钕铁硼需求,永磁材料进入需求叠加阶段。
• 关键矿产供应链... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #154 |
Listeners, social reach, demographics and more for this podcast.
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能源漫游 launched 4 months ago and published 36 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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