This year’s government work report proposes to promote the energy revolution, ensure energy supply and promote the low-carbon transformation of energy. In fact, from the establishment of China’s goal of “carbon peaking and carbon neutralization” to the large-scale implementation of various new energy technology application scenarios, its essence is to promote the occurrence of energy revolution. Whoever gains the latest dividends in the process of industrial transformation.
Today, the special program of the two sessions “Long Yang said that the two sessions” focuses on energy.
Beijing Winter Olympics 100% green power
The national speed skating hall, one of the main venues of the Beijing Winter Olympic Games, is also the “ice ribbon”, with a total area of 12000 square meters. Such a large venue, from ice making to lighting to various facilities, must consume a lot of electricity? Don’t worry, in this winter Olympic Games, all the three competition areas, including “ice ribbon”, bird’s nest and other venues, use renewable energy, also known as “green” power this is the first time in the history of the Olympic Games.
There are rows of white windmills and blue photovoltaic panels in Zhangbei County, Zhangjiakou City. The power generated by them is the main energy of the Beijing Winter Olympic Games. However, wind power and photovoltaic are vulnerable to the weather and the energy supply is unstable State Grid has solved this problem in the utilization of new energy through “flexible DC” technology
If the power grid is compared to highway and transmission is compared to cargo transportation, flexible DC technology is a “smart truck”, which can calculate accurately and send the “large and small” wind power and photovoltaic power to the place where electricity is needed in a balanced and stable manner.
Green energy for the Beijing Winter Olympics is everywhere at this event, the total investment of hydrogen fuel vehicles exceeded 1000, including buses, cars and special vehicles, which is also the largest demonstration operation of hydrogen fuel vehicles in the world so far
Behind the use of all green electricity in the Beijing Winter Olympics is the epitome of China’s energy transformation. In 2021, China’s renewable energy power generation will reach 2.48 trillion kwh, accounting for 30% of the electricity consumption of the whole society.
energy revolution is unstoppable under the energy crisis
Energy is the blood to promote social development and the lifeblood of every country. Recently, the energy crisis has intensified.
Recently, the prices of Brent crude oil and WTI crude oil both exceeded US $130 / barrel, reaching a new high in recent 14 years 3 on March 7, the price of European natural gas futures jumped by more than 50% in a single day, reaching US $3300 / thousand cubic meters, a record high. The international benchmark coal price soared by about 300% in the past four months, with the highest quotation of about 450 US dollars / ton. High energy prices have also pushed up the prices of food, fuel and fertilizers. In recent weeks, many Greek farmers have gathered on highways to protest against rising energy prices.
Greek farmer Dimitris: the price of chemical fertilizer was 500 euros per ton last year. This year it is about 1700 to 1800 euros per ton. The rise in fertilizer prices is due to the rise in the prices of natural gas and oil.
Italy’s economic development minister said earlier that Europe faces the risk of power outages at a time when energy prices are soaring recently, about 3000 towns in Italy shut down the lights of many famous buildings and monuments at 8 p.m. to protest against the sharp rise in energy prices.
Under the influence of the contradiction between international energy supply and demand and the situation in Russia and Ukraine, the global energy crisis is escalating, coupled with the promotion of carbon neutrality by countries around the world, the energy revolution is unstoppable
global energy revolution is the battle for key minerals
The energy revolution is to find the next generation of oil, coal and natural gas. At present, lithium, cobalt, manganese, rare earth and other minerals are the main raw materials for new energy power generation, energy storage and application. The world bank predicts that global demand for these minerals may increase by 500% by 2050. However, unlike oil and gas resources, the reserves of these mineral resources are very small. Therefore, energy revolution has gradually evolved into competition for key minerals
Africa’s Democratic Republic of the Congo (DRC) is a big country in cobalt mining, and every mine here is the target of all parties. Previously, Freeport owned more than 50% of the development rights of the Turk cobalt mine in the Democratic Republic of the Congo, but due to financial problems, it had to sell off its assets, and was pocketed by China Molybdenum Co.Ltd(603993) who made a decisive move another cobalt mining giant, Glencore of Switzerland, faced with competition from all parties, announced in 2021 that it would increase investment in cobalt mining business.
Lithium is also a key mineral for all parties. In 2021, the Australian mining company Pilbara held an online auction of lithium ore. 25 enterprises from China, the United States, Japan, the United Kingdom and other countries conducted fierce bidding. The auction price soared from 11390 yuan / ton to 14800 yuan / ton.
In fact, these stories are just the tip of the iceberg in the battle for key minerals. countries around the world are increasingly competing for key mineral supply chains
Since 2011, the EU has updated the list of key minerals every three years to ensure access to resources from third countries. In 2019, the United States signed agreements with nine countries including Canada and Australia to obtain key minerals through trade with allies and partners. In April 2021, Japan established a partnership in the supply chain of key minerals to diversify its supply routes.
global energy revolution is the battle for key technologies
global energy revolution is also a new technological revolution, and the competition for key technologies of new energy will also become the focus of global competition in the future for example, in the competition for new energy storage battery technology, all countries are vigorously developing and promoting technologies such as lithium battery, sodium battery and vanadium battery. Another example is controllable nuclear fusion technology, which imitates the nuclear fusion reaction on the sun, also known as “artificial sun”. The research and development of this technology has also become a battlefield for countries to compete.
In 2021, South Korea announced that its nuclear fusion reactor operated continuously for 20 seconds at a high temperature of 100 million degrees Celsius, surpassing China’s previous record under the same conditions; Shortly after that, China’s experiment raised the temperature to 120 million degrees Celsius, and the running time reached 101 seconds, setting a new world record
On December 30, 2021, China’s nuclear fusion experiment made another breakthrough. Under the condition of 70 million degrees Celsius, the continuous operation time reached 1056 seconds, leading the world in the stability of the device
In addition to China and South Korea, Britain, Germany, the United States, Russia and other countries are also seeking breakthroughs in controllable nuclear fusion technology. In addition, countries all over the world are still in fierce competition in hydrogen energy technology.
Whoever can occupy the commanding height in technology and gain the right to speak on key minerals can lead the global energy revolution in the future.
During the two sessions, “Long Yang said the two sessions” talked about hot topics such as digital economy, energy revolution, new forms of employment, meta universe and small manufacturing giants. These hot topics are trends that hide our future, but we still need to be down-to-earth and fight hard.
