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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 weeklyEpisodes53Founded7 months ago
Language
ZH-CN
Number of ListenersCategory
News

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Latest Episodes

2026年7月3日

过去一周,全球能源和电力市场继续围绕电网扩建、项目执行和新增负荷展开。

我国陕北至安徽特高压直流工程投运,“十五五”期间全国电网投资预计超过5万亿元;日本调整海上风电招标规则,印度建议为风电和光伏保留单独的偏差结算机制,项目能否按期建成并形成稳定收益,正受到更多关注。

欧洲进一步调整跨境平衡、储能、电价和核电融资机制;美国数据中心用电增长与燃气轮机短缺同时推高可调度电源投资和设备价格。与此同时,逆变器市场准入、长时储能和跨境电网建设,也在影响各地能源项目的投资与运营条件。

... more

2026年6月26日

过去一周,全球能源和电力市场的重点,进一步从新增装机转向消费责任、电网接入和稳定供电。

我国可再生能源消费最低比重制度把重点行业和省级地区纳入考核,绿证核算范围也延伸到绿氢、绿氨和绿色甲醇等非电利用。广东则通过输电权交易和主配微协同建设,推进电网与市场机制调整。

海外市场同样在重新安排电源和电网投资。澳大利亚继续以可再生能源、储能和输电为主线,西班牙和美国开始围绕工业、数据中心等大型负荷调整并网和电网规划。印度、美国和加拿大加快核电建设,卡塔尔液化天然气复产、北非绿电和氢能... more

2026年6月12日

过去一周,在全球能源和电力领域,电网承载能力、灵活性资源和终端电价压力 继续成为多地新闻中的高频议题。

中国可再生能源装机占比首次超过六成,新增电源结构继续转向绿电;印尼爪哇和巴厘因燃料库存、极端天气和水电出力下降出现停电,东南亚电网投资不足也开始影响数据中心、绿色工业园和可再生能源项目建设。

进入欧洲,市场变化更多围绕项目融资、并网能力和系统运行展开。法国发布10吉瓦海上风电招标细则,意大利推进新一轮新能源补贴拍卖,芬兰准备向聚合商开放平衡市场,土耳其获得世行贷款支持分布... more

2026年6月12日

过去一周,在全球能源和电力领域,新能源项目的建设条件和收益机制继续细化。中国开始讨论用天气金融工具分散电力市场风险,并完善“人工智能+能源”和非化石能源消费核算规则;马来西亚首次在大型光伏招标中强制配置储能,印度的新能源扩张则进一步受到输电瓶颈和考核政策影响。

欧洲近期的调整更多集中在项目融资和系统运行。英国与欧盟推进碳市场对接,西班牙准备引入容量市场,意大利以长期差价合约支持新建风光项目。与此同时,德国海上风电的尾流损失、欧洲夏季新能源过剩风险,以及跨境输电所需的高压直流... more

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  • 怎么说呢非常感谢有人能做中文类的能源电力垂直领域的分享

    但是要不还是换个标准普通话的人来做播客亦或者用ai呢

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4. 声东击西
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能源漫游 launched 7 months ago and published 53 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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