Page 7 - 全球能源互联网资讯-第12期 英文（网络版）

Global Information NO.12 2021 / 02

an increase in variable capacity—wavering demand, tight oil market. Currently, the U.S. has 10.35 billion
and pandemic-related fuel supply disruptions, 2020 tons of technically recoverable reserves of tight oil,
showed how important flexibility is and will be to dominating the global tight oil market, which may
electricity security. affect the supply and demand situation and oil price
5. Market Forces Are a Wildcard. While the IEA trend of the global crude oil market in the future.
has noted a general decline in wholesale power Sixth, the solar power purchase agreement price
prices since 2019, the trend accelerated in 2020, (PPA) will be a record low, reaching 1.3 cents/kWh.
owing partly to a COVID-driven fall in spot natural Seventh is the rapid growth of electric vehicle sales.
gas prices of between 20% and 50%, and a decline in In 2021, global electric vehicle sales are expected
power demand. to reach nearly 4 million units, an increase of about
6. Low-Carbon Policies, Ambitions Are on the 74% year-on-year. Eight, governments will pay more
Rise. The EMR2020 highlights a dramatic increase attention to the safe and orderly supply of strategic
in national policy objectives, alongside local metal resources (lithium, nickel, cobalt, etc.). Nine,
power market structures, fuel taxes, and efficiency China will adjust the coal supply structure, and the
and renewable support measures to enable ban on Australian coal imports may last for one year.
decarbonization of the power sector. Ten, the U.S. Biden administration will revisit its
7. Oil’s Notable Comeback. climate policy, and may rejoin the Paris Agreement
8. Sectoral Coupling Poised to Reshape Power. in 2021 and develop a zero-carbon emissions policy
In a boost to flexibility efforts, global utility-scale by 2050. (Source: powerengineeringint)
battery storage capacity is set for a 20-fold increase
between 2019 and 2030, with 130 GW of installed China's National Energy Administration
batteries globally projected in the STEPS by 2030, promotes new standard system in the
the WEO2020 says. Global potential to tap into energy sector
demand-side response, enabled by digitalization and China's National Energy Administration recently 5
automation, is also expected to increase by another issued "to accelerate the construction of new
1,500 TWh, mainly in the buildings sector, but also standards system in the energy sector guidance,"
in the residential and transportation sectors. (Source: containing four aspects. The first is to clarify the
powermag) role of the government and the market in the
standardization of energy work to promote the
Wood Mackenzie reveals energy sector’s standardization of electric power, nuclear power,
top ten trends in 2021 coal, oil and gas, new and renewable energy,
Wood Mackenzie has released a report on the top electrical equipment and other industries. The
10 trends in energy development forecast for 2021. second is to highlight the positioning of security,
First, oil demand growth is strong. Global oil demand the bottom line; clarify the recommended
is expected to increase by more than 6.6 million standards of public welfare attributes; focus on
barrels per year from 2021 onwards, and to drive new energy technologies, new industries, new
oil prices ever higher. Second, the upstream oil and business models and new models, and foster the
gas industry investment is low. It is expected that development of group standards. Third, actively
in 2021, the upstream industry investment scale support energy environmental protection, energy
will remain at a relatively low level of $300 billion. efficiency and other mandatory standards; in
Third, oil and gas companies are accelerating their the field of new energy and power and electrical
decarbonization transition. For example, European equipment and new technologies, the Internet, big
oil and gas companies will invest huge amounts of data, artificial intelligence, blockchain and other
money to promote the development of low-carbon digital technologies and energy integration and
technologies and accelerate the goal of zero-carbon development, and actively promote the expansion
transition. Fourth, climate reduction will become of group standards to improve quality. Fourth,
an endogenous driving force for enterprises, 30 take the lead in promoting smart energy, energy
large global fund companies intend to develop plans Internet, wind power, solar energy, geothermal
to achieve net zero emissions in their investment energy, biomass, energy storage, hydrogen energy
portfolios by 2050. Fifth, the U.S. leads the global and other emerging areas of the standard system

Global Energy Interconnection Information Global Energy Interconnection Information