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东南亚能源转型

即刻注册以获取我们关于东南亚能源转型的一系列专题研究文章、报告及网络研讨会信息。

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减碳与增长如何两全:东南亚电力部门能源转型之路

与全球大多数国家一样,东南亚国家也在联合国气候大会上做出了国家自主贡献承诺,并于2021年格拉斯哥气候谈判期间更新了本国目标。在2021年格拉斯哥气候大会上,大多数东南亚国家都宣布了新的气候目标,力争在2050-2065年间实现净零排放。新目标远比以往更加激进,必须加速能源转型才能实现。

东南亚在迈向“净零”的能源转型之路上将面临严峻的挑战。为帮助解决上述问题,并帮助市场参与者识别相关的机会与风险,标普全球大宗商品将在未来几个月中陆续发布一系列专题研究报告,解答东南亚能源转型中一些最为棘手的问题,并深入分析我们覆盖的每一个市场。

点此查看英文网页

东南亚能源转型:电力部门最新动态:

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    文章

    抓住东南亚地区海上风电投资契机

    菲律宾和越南正在寻求大力发展海上风电行业,以满足日益增长的电力需求,并逐步摆脱对化石燃料的依赖。然而,由于政府提供的收入支持有限、缺乏本地融资支持,且现有的可再生能源电力购买协议(PPA)存在结构缺陷等原因,这一新兴行业充满不确定性,实难获得低成本资金。尽管存在这些挑战,仍有一些潜在的风险缓释工具可帮助打通多元化的资金来源渠道,促进该地区的海上风电行业发展壮大。

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    文章

    东南亚地区如何平衡电价可负担性与电力行业能源转型

    东南亚各国政府将面临如何平衡能源转型与维持电价可负担性的问题。发电成本上升在所难免。因为能源转型将涉及燃料替代、碳定价、电网升级优化,以及采用新兴的低碳和减排技术等,所有这些都会对维持低电价形成压力。

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    东南亚地区持续依赖化石燃料发电:碳捕获是通向“净零”的解决方案吗?

    化石燃料发电在未来几十年中仍将是东南亚地区燃料结构的重要组成部分,到2030年仍将占该地区供电结构近70%,因此,该地区需要采用碳捕集技术来实现“净零”排放。碳捕集技术何时能具备足够的成本竞争力,以得到广泛应用? 哪些国家会成为该技术的早期采用者?

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    文章

    电动车革命:对东南亚电力系统的影响

    东南亚各国政府都在推动从内燃机车向电动车的转变。虽然各国从内燃机车转向电动车所需的时间各有不同,但总体计划都是逐步推广普及电动车。泰国计划到2030年实现电动汽车占新购汽车总量50%的目标;新加坡的目标是到2040年让全部车辆均使用清洁能源;而印度尼西亚则计划从2050年起,推动所有新购摩托车与汽车均以电力驱动。电动车的推广普及将对电力系统的负载侧和负载结构产生何种影响?

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    报告下载

    东南亚可再生能源发展目标颇具雄心:如何吸引更多私人投资?

    东南亚各国计划增加超过2亿千瓦太阳能与风电装机容量。然而,各国目前的政策和法规相对于支持可再生能源装机迅速增长所需的水平来说,仍然存在差距。此外,与此前”上网电价补贴”时代股权内部收益率(IRR)至少能达到15%-20%相比,如今的投资回报率已大幅下降。在此背景下,可再生能源行业能否吸引到足够的投资来实现远大的装机增长目标?

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    网络研讨会

    煤电在东南亚加速能源转型的过程中将发挥何种作用

    逐步淘汰燃煤发电一直是发达国家能源转型路线图中普遍采用的战略。考虑到东南亚地区燃煤发电占比很高(42%)、机组平均服役年限尚轻(11年)、基荷电力需求不断增长,且各发展中国家对电价可负担性颇有顾虑,加速煤电退役是否可行?随东南亚地区推广生物质/氨气掺烧或碳捕集技术,保留燃煤发电是否可行?“净零”情景下,煤电将发挥何种作用?

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    Executive Summary

    减碳与增长如何两全:东南亚电力部门能源转型之路

    大多数东南亚国家已经宣布了新的气候目标,力争在2050-2065年间实现净零排放。新目标远比以往更加激进,必须加速能源转型才能实现。鉴于东南亚大多数经济体75%以上的电力供应都依赖化石燃料发电厂,其电力部门是否准备好迎接更快的能源转型?该地区又面临哪些独特挑战?这些国家是否实现目标?欢迎阅读本专题的开场文章。

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    文章

    东南亚电力系统是否已准备好迎接大规模可再生能源并网?

    许多东南亚国家都制定了雄心勃勃的可再生能源装机计划,拟在当前太阳能与风电合计仅有3000万千瓦的基础上,合计新增超过2亿千瓦可再生能源装机容量。鉴于目前可再生能源普及率相对较低,当前的电力系统能否应对可再生能源发电的间歇性问题?如果不能,各国是否制定了电力系统升级改造计划,且升级改造工作会否先于可再生能源装机增长计划完成?

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    视频&白皮书

    经济发展的有力支撑:解读东盟地区强劲的电力需求增长

    过去10年,东南亚电力需求年均增长率高达5.7%,是全球增长最快的市场之一。该地区疫情后的电力需求增长将迅速恢复,到2050年前保持3.2%的强劲增速,以为各国经济发展提供有力支撑。该地区哪些行业将持续推动电力需求增长?是不断提升的电气化水平、结构性改革,还是其他原因?

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    文章

    哪些东盟国家将成为电力部门减碳领跑者?

    取决于每个国家先前的决策与政策水平,东南亚各国将站在不同的起点上开启“净零”征程。深入研究各国当前针对碳达峰时间、未来燃料结构、电力供应选择等议题制定的规划/路线图,这些国家的净零目标能否实现?或者,各国的减排进展将领先于还是落后于计划?

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    文章

    确保天然气供应以支持东南亚电力行业能源转型

    电力行业逐步减少煤炭消费,是推动东南亚天然气需求增长的关键动力。然而,随着各国政府计划加快煤电退役步伐,天然气供应是否足以满足日益增长的用气需求?不少国家国内天然气产量持续下降,同时在开发难度较大的国内气田方面也一再延误。若要依靠液化天然气(LNG)来填补供应缺口,就必须加速建设LNG再气化基础设施。另外,考虑到当前全球LNG供应的形势与前景,东南亚国家能否负担高昂的供应成本?

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    文章

    继“煤改气”之后,东南亚地区将选择何种燃料?

    东南亚各国政府一直在修改本国的电力发展规划,以减少对煤电的依赖并改用天然气发电和可再生能源电力。预计到2030年,燃气发电容量将增长30%,达到1.3亿千瓦。然而,燃气发电无论是否采用碳捕集技术,都并非零碳电源。这为燃气轮机使用零碳氢燃料发电提供了机会,但问题是,在尤为注重电价可负担性的东南亚地区,这是否是一个经济可行的选择?

    请拭目以待

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Manisha Mishra

Manisha specializes in detailed analysis/research of M&A transactions within the power and renewables domain across the globe. Prior to join

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Cormac Gilligan

Cormac is responsible for managing the research of the global PV inverter and Balance Of System (BOS) markets, regularly publishing research

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Lisa Pearl

Her expertise includes market opportunity discovery and scenario planning. Lisa has contributed to several multiclient studies regarding Sou

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Eduard Sala de Vedruna

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