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中印两国大力投资可再生能源 将迎4万亿美元商机

2017-06-17 00:56:15   参考消息

参考消息网6月17日报道 印媒称,到2040年,中国和印度将成为在发电能力方面接收新投资最多的国家,两国能源领域将迎来四万亿美元的商机。

据彭博社网站6月15日报道刊登题为《中国和印度能源领域到2040年将迎来四万亿美元的商机》的报道称,根据彭博新能源财经针对2040年能源市场将出现何种变化所做的预测,中国新增的2547吉瓦的发电能力需要2.8万亿美元的支出,而印度则需要1.2万亿美元。到2040年,中国的风能和太阳能发电能力会达到目前的八倍,让它继续保持全球清洁能源大国的地位。


资料图:河北张家口市宣化县的风能光能互补发电场新华社记者杨世尧摄

报道称,随着印度为满足增长超过两倍的能源需求而朝着成本更低的可再生能源倾斜,到2040年,印度新增的太阳能发电能力将是净增加的煤炭发电能力的10倍。在印度成为全世界第二大电力大国的同时,煤炭发电能力将提高78%。

报道称,中印两国大规模部署可再生能源的做法将有助于该地区减少温室气体排放量。彭博新能源财经预计,亚太地区电力领域的碳排放量将在2028年达到峰值,为72亿吨。

有意思的是,随着印度向服务型经济过渡,空调会越来越普及,这意味着电力需求的高峰期发生改变,让这个国家的能源需求与太阳能发电系统的产出更趋一致。

这家设在伦敦的研究公司还发现:

由于对新项目实施了更加严格的标准,再加上可再生能源的成本较低,中国的煤炭发电能力将在2024年达到峰值。

在中国,今后23年里,可再生能源将吸引73%的新投资。到2040年,可再生能源发电能力将在中国总体发电能力中占到63%,相比之下,去年这一比例只有33%。

到2040年,中国的电力需求将增加近一倍,而随着中国逐渐远离以工业为重的增长模式,经济增长的电力密集度将下降35%。

从2023年到2038年,印度几乎不会增加任何新的煤炭发电能力。从2029年起,需要新的煤炭发电能力来满足日益增长的需求。即便如此,由于太阳能发电设施急剧增加,到2040年时,煤炭将不再是印度发电能力增长的主要因素。

印度累积的太阳能光伏发电能力将从2016年的10吉瓦增至2040年的670吉瓦。

煤炭在印度总体发电能力中所占的比重将从2016年的59%降至2040年的17%。

从2029年起,印度可再生能源的广泛应用将让经济增长与排放脱钩。到2040年,零碳资源将提供一半以上的印度电力需求。

到2038年,印度将成为亚太地区最大的天然气消耗国,重新定位液化天然气贸易。

责任编辑:任冲 CN062
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