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Australian Breakthrough Extends Use For Coal-Powered Plants, Helps Shift To Renewables

Australian Breakthrough Extends Use For Coal-Powered Plants, Helps Shift To Renewables

澳大利亚突破延长煤电厂使用期限,有助于向可再生能源转型
Benzinga ·  11/04 07:28

Despite a strong push for renewable energy, coal remains a key variable in meeting electricity demand. The disparity between the rapid pace of electrification and slower demand for renewable infrastructure has stalled its phaseout efforts.

尽管大力推动可再生能源,但煤炭仍然是满足电力需求的关键变量。电气化的快速步伐与对可再生基础设施需求放缓之间的差异阻碍了其逐步淘汰的努力。

Last month, the International Energy Agency (IEA) revised its forecasts for coal consumption upwards, noting that it will remain high well into the next decade.

上个月,国际能源署(IEA)上调了对煤炭消费量的预测,指出未来十年煤炭消费量将保持在较高水平。

The IEA's World Energy Outlook reveals that coal demand in 2030 is now projected to be 6% higher than previously estimated, equating to the coal use of Japan, the fourth-largest coal consumer worldwide.

国际能源署的《世界能源展望》显示,现在预计2030年的煤炭需求将比先前的估计高6%,相当于全球第四大煤炭消费国日本的煤炭使用量。

There are around 9,000 coal power plants globally, collectively contributing approximately 2,185 gigawatts of energy capacity. Many of these are in emerging and developing economies where the average plant age is less than 15 years, compared to over 40 years in more developed regions like North America.

全球约有9,000座燃煤电厂,总共贡献了约2185千兆瓦的能源容量。其中许多位于新兴和发展中经济体,那里的植物平均年龄小于15年,而北美等较发达地区的平均树龄超过40年。

Electric vehicles, air conditioning, and technological infrastructure like data centers are particularly notable sources of electricity demand. Asia, particularly China and India, leads this surge, with coal accounting for 60% and nearly 75% of their energy mix, respectively.

电动汽车、空调和数据中心等技术基础设施是特别重要的电力需求来源。亚洲,尤其是中国和印度,在这一激增中处于领先地位,煤炭分别占其能源结构的60%和近75%。

While a total phaseout is (eventually) on the cards, the U.K.'s recent example shows the limitations of its early decision. Its National Energy System Operator published a Winter Outlook, claiming that the country must rely on European electricity imports to meet demand at peak times. As the nation closed its last power plant in October, the projected demand gap has widened from 7.4% to 8.8%.

尽管(最终)即将全面淘汰,但英国。”最近的例子表明了其早期决策的局限性。其国家能源系统运营商发布了《冬季展望》,声称该国必须依靠欧洲的电力进口来满足高峰时段的需求。随着该国在10月关闭最后一座发电厂,预计的需求缺口已从7.4%扩大到8.8%。

Still, a recent breakthrough in Australia shows that a coal transition can be gradual. Typically, coal power plants had limits in downsizing their operations as, beyond a certain point, the industry believed it was technically unsafe and economically unsound.

尽管如此,澳大利亚最近取得的突破表明,煤炭转型可以是渐进的。通常,燃煤电厂在缩小运营规模方面存在局限性,因为超过一定程度,该行业认为这在技术上不安全,在经济上也不健全。

However, AGL (OTC:AGLNF), one of the country's largest energy companies, temporarily shut down a unit at its Bayswater coal plant before restarting it.

但是,该国最大的能源公司之一AGL(场外交易代码:AGLNF)在重启之前暂时关闭了其贝斯沃特燃煤电厂的一个机组。

"Bayswater power station achieved a major milestone recently with the successful completion of our first two-shift trial," noted the plant's general manager, Len McLachlan, per ABC's report.

根据美国广播公司的报道,该发电厂总经理伦·麦克拉克兰指出:“贝斯沃特发电站最近取得了重要的里程碑,成功完成了我们的第一个两班制试验。”

Although still experimental, the "two-shifting" approach would allow coal plants to operate flexibly, generating power during peak demand and scaling back when solar output is high. If this approach takes off, it could mean an easier, more gradual coal phaseout, easier infrastructure scale-up, and lower electricity costs.

尽管仍处于试验阶段,但 “两班制” 方法将允许燃煤电厂灵活运营,在需求高峰期间发电,在太阳能产量高时缩减规模。如果这种方法得以实现,可能意味着更容易、更渐进地逐步淘汰煤炭,更容易扩大基础设施规模,降低电力成本。

Range Global Coal Index ETF (NYSE:COAL) is down 8.44% year-to-date.

今年迄今为止,Range全球煤炭指数ETF(纽约证券交易所代码:COAL)下跌了8.44%。

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Photo by anna-evans for Unsplash

照片由 anna-evans 为 Unsplash

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