据今日油价网站3月20日消息 COVID-19在2020年对全球能源市场造成了严重破坏,这并不是新闻。但总而言之,这是一个真正的灾难:能源总需求下降了5%,液化天然气需求下降了4%,煤炭下降了5%,能源投资大幅下降了20%。但在混乱中,可再生能源发电以7%的速度增长,引发了大量的头条新闻和投机专栏,怀疑化石燃料时代是否已经结束。
事实上,许多专家认为我们已经经历了石油峰值。尽管自2020年4月西德克萨斯中质原油基准价格跌至零以下的谷底时刻以来,石油价格和需求都出现了令人印象深刻的反弹,实际上是支付了人们从市场上撤走石油的费用,但许多世界领导人和投资者已经开始积极追求后石油时代的世界。即使是像中国这样的化石燃料消耗大国,也在坚定地试图改变自己的发展轨迹,朝着一个更环保的能源未来发展。澳大利亚也已成为这一世界性运动的领导者之一。该国历史上相当一部分经济依赖化石燃料开采,现在正倾向于脱碳。这一点意义重大,因为澳大利亚是世界上最大的煤炭化石燃料出口国。排放量大的燃料来源占该国煤炭出口量的一半以上,而该国本身主要依靠其他黑金。据一家政府网站称,澳大利亚的一次能源消费主要是煤炭(约40%)、石油(34%)和天然气(22%)。煤炭约占澳大利亚发电量的75%,其次是天然气(16%)、水力发电(5%)和风力发电(2%)。
王磊 摘译自 今日油价
原文如下:
Australia Is Jumping On The Green Hydrogen Bandwagon
It’s not news that COVID-19 wreaked havoc on energy markets across the world throughout 2020. But just to recap, it was a real doozy; total energy demand sank by 5 percent, liquefied natural gas (LNG) demand went down by 4 percent, coal by 5 percent, and energy investment tanked by a whopping 20 percent. But amidst the chaos, renewable energy generation managed to grow by a very respectable 7 percent, fuelling plenty of headlines and speculative columns wondering if the era of fossil fuels is already over.
In fact, many experts contend that we’re already experiencing peak oil. While oil prices and demand have rebounded impressively since their rock-bottom moment in April 2020 when the West Texas Intermediate crude benchmark plunged below zero, effectively paying people to take oil off the market, many world leaders and investors have already begun to aggressively pursue a post-petroleum world. Even fossil-fuel-consuming juggernauts like China are assertively trying to change their trajectory toward a more climate-friendly energy future. Australia, too, has emerged as one of the leaders of this worldwide movement. The country, which has historically relied on fossil fuel extraction for a considerable portion of its economy, is now leaning into decarbonization efforts. This is significant, as Australia is the world’s largest exporter of the world’s dirtiest fossil fuel: coal. The emissions-heavy fuel source accounts for more than half of the country’s coal exports and the country itself is largely run on the other black gold. According to a government website, “Australia’s primary energy consumption is dominated by coal (around 40 percent), oil (34 percent) and gas (22 percent). Coal accounts for about 75 per cent of Australia’s electricity generation, followed by gas (16 percent), hydro (5 percent) and wind around (2 percent).”
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