Only China can succeed in the upgrading of the new energy industry! The United States, Europe, and India will fail, and here's why

2024-05-13 16:30:04

Only China can succeed in the upgrading of the new energy industry! The United States, Europe, and India will fail, and here's why

Nansheng said in this life

2024-05-13 15:34Posted in Guangdong financial field creators

According to a recent 2023 report by Global Energy Monitoring (GEM), China's total installed capacity of new coal-fired power plants reached 70.2GW last year, compared with 3.7GW of new coal-fired power plants in other countries and regions.

Only China can succeed in the upgrading of the new energy industry! The United States, Europe, and India will fail, and here's why

The data is so disparity that new coal-fired power plant projects outside China are a fraction of those on the mainland. GEM also mentioned that China will build almost four times as many new coal-fired power plants in 2023 as in 2019, and that according to its previous carbon peaking and carbon neutrality strategy, the mainland "should have retired 30GW of coal power plants" in the past three years.

But in practice, less than 9GW of power plants on the mainland have been shut down, far below the planned target. At the same time, China's achievements in wind power generation, solar power generation, energy storage construction and other fields also lead the world. China, for example, already generates more solar power than the rest of the world combined.

The Global Energy Monitor (GEM) predicts that by 2025, China's cumulative installed wind and solar capacity will reach a staggering 1,200GW, while any other country's installed renewable energy capacity will be a fraction of that of the mainland. Obviously, the mainland is playing another big game of chess.

Many people are confused, saying that they don't understand

The mainland plans to peak carbon emissions by 2030 and achieve carbon neutrality by 2060. It stands to reason that when accelerating the retirement of coal-fired power plants, we should make every effort to promote the construction of new energy sources such as photovoltaics, wind energy, and hydropower, so why is the mainland still vigorously building coal-fired power plants?

This is because the mainland has learned the lessons and experience of power outages in many places in 2022. New energy power generation is highly dependent on weather and climate, and is highly volatile, making it difficult to integrate into the existing power grid. In the event of abnormal weather such as drought, the power supply is not available, and the coal-fired power plant is shut down.

The electricity shortage came out. At present, a large number of new coal-fired power plants with high standards, low pollution, and supercritical and ultra-supercritical technologies are essentially a correction to the previous "blind emission reduction and carbon reduction policy", and at the same time vigorously promote the upgrading of the energy industry, make coal-fired power generation a gold medal supporting role.

Coal-fired power plants, as the "gold medal supporting role", refer to: on the one hand, filling the valley for new energy power generation and becoming an important force for stabilizing the power grid; On the other hand, as a "backup" of various new energy sources, when encountering abnormal weather, coal-fired power plants can fill the gap at any time, so that there will be no power shortage again.

This strategy determines that only China's energy industry upgrading can be completed

While investing huge sums of money in the new energy industry, huge sums of money have also been invested in the construction of coal-fired power plants. In order to make way for new energy sources, the utilization rate of these new coal-fired power plants will be low, and the low hourly utilization rate of coal-fired power plants will be greatly reduced, which is a "waste of investment".

Spending huge sums of money to build these power plants that cannot always produce or cannot operate at full capacity can only be completed by China. Other countries, including the United States, the European Union, Japan, South Korea, India, and other countries, either do not have sufficient capital and technology, or the capitalists refuse to do so.

The income from investing in the new energy industry can no longer be fully guaranteed, and then investing huge sums of money to build "coal-fired power plants operating at a loss", what is the reason for the capitalists in Western countries? Their reluctance to do so on a large scale dooms their energy transition and upgrading strategies to failure.

The only core contributor to the world's development will be China

Taking AI as an example, the United States is now in full swing, but they lack industrial support, it is difficult to land, and it is even more difficult to be verified and iterated in practical applications. This is the logic behind the United States' AI computing power surpassing China, but the core of the development of the artificial intelligence industry is the mainland.

Without the support of a huge real industry, the development of AI in the United States will be limited to the field of capital. Without huge power support, the development prospects of AI in the United States will have an upper limit. If the development of the new energy industry does not reach a certain height, it will not be able to form a mature and perfect supporting industry.

Unable to form mature and perfect supporting industries, the United States' scientific and technological innovation will go astray. If the U.S. goes astray in scientific and technological innovation, the birth, cultivation, and development of a large number of new industries will not be the first to appear in the United States. Where will it appear first, the answer is China.

This is the superiority of China's system, that is, public services and public infrastructure construction cannot fully consider the return on investment, and cannot be completely swayed by the so-called market. The mainland can build the power grid to remote mountain villages, and can cover the 5G network in remote rural areas, can the United States do it?

If the United States and Europe can't do it, then their information superhighway will lag far behind China, and they will be surpassed by China in the practical application industries of the Internet of Things, new energy vehicles, and artificial intelligence. In the future, there will be more and more emerging industries, and the United States and Europe will not be able to keep up with us.

It's not that U.S. and European leaders don't want to develop emerging industries, President Biden has also made 5G a priority strategy for the country, taking the lead in building digital highways across the country, and high-profile propaganda to vigorously develop the new energy industry. But institutionally, they can't get the capitalists to invest huge amounts in low-yield infrastructure. This article is written by Nansheng, welcome to forward, comment, leave a message and share!

View original image 460K