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Publishes | Twice monthly | Episodes | 39 | Founded | 5 years ago |
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Language | Categories | DocumentaryGovernmentSociety & Culture |
2022年8月通过的通胀消减法案(IRA)为美国政府实现2035年零碳电力系统的目标奠定了重要基石。从电力生产端来看,低碳发电技术成本日益下降,为更大规模的开发和部署铺平了道路。有了政策激励,矛盾的焦点已经从是否可以建设足够多的低碳发电设施转变成电力传输网络是否可以升级改造,为将来十几年实现零碳电力系统、直至2050年的达成净零排放的经济体系做好准备。本期是“能言能语”播客的最后一期,播主会讨论IRA为电网升级改造带来的机遇,以及美国在电网规划、并网流程和成本分担方面进行改革所面临的挑战。
进入2023年,任何电动汽车或者电池制造商要获得美国通胀消减法案(IRA)所规定的财税优惠,需要在电池生产的关键矿物质开采和加工、电池组件方面满足严格的要求。这些要求可能对改变美国乃至全球电动汽车市场的格局不会产生立竿见影的效果,但是从5-10年的时间来看,美国的补贴政策将有可能带来颠覆性的影响。本期播客,赵昂将从政策的细节和市场竞争主体的反应入手,讨论一下美国气候法案为什么对电动汽车市场带来深远的影响。
美国的电池储能电力装机将从2021年不足5GW增加到2025年的30GW,五年增长500%。如此增长将使风电和太阳能发电占比提高多少?美国电池储能电站建设集中于两个经济发展快、体量在美国举足轻重的州:加利福尼亚州和得克萨斯州。这两个州的电力体系在美国又颇具代表性。电池储能电力在这两个州的发展能否带动更多的州更积极地利用气候法案所提供的投资税收抵免的优惠?电池储能在多大程度上可以支持美国实现2030年的气候目标?本期《能言能语》播客为您分析。
煤炭大量出口和燃煤电厂快速增加对印尼经济增长产生积极效应,但却给能源低碳转型带来困难。达成促进快速能源转型200亿美元的国际多边援助是印尼总统佐科在任期内达成的又一项重要政策成果。如何理解印尼在国际援助下加速能源转型的意义,这一国际合作计划是否会成为佐科影响最深远的政治遗产,本期《能言能语》播客为您分析。
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能言能语 launched 5 years ago and published 39 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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