Climate Change and Renewable Energy News and Discussion
- Thread starter FairAndUnbiased
- Start date
Thx, I think I missed that part.
Yep, I have documented several projects like this already. Bloomberg is seriously slow.
There are some obvious advantages to building offshore solar given proximity to industrial zone and areas already being used for wind farms
The amount of electricity generated by that solar/salt farm is actually pretty impressive even with the "sub-optimal" configuration of its PV panels, with 1,000 MW in capacity being able to put out a 1.5bn kWh yield per annum on 1,300 hectares (20,000 mu) of land -
Machine translation -
By contrast a similarly sized solar farm like the Botley West plant in the UK which incidentally would be the largest solar farm in Europe is actually slightly larger at 1,400 hectares but is only rated at 840 MW and is expected to generate 1.2bn kWh instead -
Not too shabby for a dual use project that isn't even taking the full potential of an actual purpose-built solar farm, to be honest.
Machine translation -
By contrast a similarly sized solar farm like the Botley West plant in the UK which incidentally would be the largest solar farm in Europe is actually slightly larger at 1,400 hectares but is only rated at 840 MW and is expected to generate 1.2bn kWh instead -
Not too shabby for a dual use project that isn't even taking the full potential of an actual purpose-built solar farm, to be honest.
Another hit piece from HW before HR
I think he is actually a little off here are the current pricing in wind power. But yeah, China is rapidly achieving primacy in technology in wind, especially in offshore turbine technology and supply chain.
I think given the lead that West had over China in both solar and Wind. Now that they are ahead, hard to see them letting go.
Now if we get to batteries, sodium ion batteries is new area and China is already ahead here and SSB. Why does people think that China won't just steam ahead here? or green hydrogen/ammonia/methanol?
中国新能源产业正从规模与成本领先，走向技术也领先，中国巨大的人才队伍和产业链规模相结合正让中国拿下一个又一个产业的高地。
中国光伏行业协会发布的数据显示，2022年中国硅料产能占全球87%，硅片产能占97.9%，电池产能占到86.7%，组件的产能占80.8%。大家看到最低的组件80.8%，那是因为大部分东南亚产能是中国公司的马甲而已，实际上也是95%以上中国公司产品。光伏产业这个已经是完全垄断级别的存在，比中国造船、钢铁、铝、钛行业等的优势强大多了。
中国光伏产业的强大，那是中国企业不断创新降低成本的优势打造出来的。比如2021年的光伏成本比20年前成本降低90%。而在大规模量产产品中，中国公司的光伏板能效也具有领先优势，自然就一个个市场拿下。
由于光伏成本下降，专家分析就是在光伏发电时间年均1200-1300小时的广东、江西、湖南等省份，2-3年后实现0.25元/度是大概率的。在年均光照大于1800小时地区，如宁夏、西藏、新疆、青海等地，2-3年后光伏发电成很可能降到0.1元/度。相比火电有巨大成本优势。
光伏这个产业链技术被中国牢牢把控，目前很多地方提出各种花样百出的新技术，但是最终量产和领先投放的，都是中国产业。
中国风能发电设备产能目前占全球比例60-70%左右，风能发电比最初成本降低70%。在技术创新、规模效应的双重促进下，过去近20年，风电机组单位kW价格下降至3550元/kW，下降幅度为70%；风电场造价下降至7160元/kW，降幅为50%。2020年风电西北风能资源好的地区，成本大概为0.3元/千瓦时，中东部和南方地区成本为0.4元/千瓦时。
中国风电不仅仅产能大，而且技术强，我国除了率先商用生产16MW、18MW的风机外，最近中国的20MW风力发电机又下线了。标志着我国大功率海上风力发电机自主研制能力又上了一个台阶，实现了20MW级以上风力发电机整机和部件关键技术的新突破，技术上遥遥领先全球了。
而在锂动力电池中，中国前五月全球行业占比已经超过2/3。当前密度最好的液态锂电池和半固态锂电池都是中国厂家生产的。如果不是欧美搞补贴贸易壁垒，中国锂动力电池可以占到80%以上的市场份额。而且美国汽车公司要和中国动力电池公司合资时候，中方是出技术与服务，对方出资金与厂房；已经和传统的中外合资模式基本倒了个模式，乃至要考虑避免技术泄密问题了。
可以说，新能源领域的太阳能光伏、风机、锂电池，中国不仅仅掌握了绝大多数世界产能，而且还成本领先，乃至技术也领先了。中国在新能源产业链的优势地位更加牢固了，这是欧美日千方百计贸易壁垒下的成果，否则全球比例可能更大。
中国的人才优势正在扩大，大量理工科毕业生和人种智商优势会让中国产业优势加大。
人种智商优势有个有趣小例子，比如近日在日本举办的2023年第64届国际数学奥林匹克竞赛中国队夺冠， 美国第二。
有意思的是，美国人队清一色华人脸，再看他们姓名，果然都是纯正中国姓。这些孩子大概率都是我们顶级学校毕业生美国留学移民后的后代吧。
这是两个中国队的比赛，还是中美比赛？![[笑cry]](https://face.t.sinajs.cn/t4/appstyle/expression/ext/normal/4a/2018new_xiaoku_thumb.png "[笑cry]")
全球产业链技术只要中国拿下，基本上就被中国企业占据优势。中国人的极限智商确实领先，我们的人资源盘子这么大，未来科技一定会是中国控制的
I think he is actually a little off here are the current pricing in wind power. But yeah, China is rapidly achieving primacy in technology in wind, especially in offshore turbine technology and supply chain.
I think given the lead that West had over China in both solar and Wind. Now that they are ahead, hard to see them letting go.
Now if we get to batteries, sodium ion batteries is new area and China is already ahead here and SSB. Why does people think that China won't just steam ahead here? or green hydrogen/ammonia/methanol?
ESS prices continue to be low in China. It's kind of hard to compare 1h to 4h prices, but BYD had some really low winning bids there.
The world's 16-megawatt offshore wind turbine off the coast of E China's Fujian was successfully connected to the grid and began generating electricity on Wednesday. The wind turbine has the largest single-unit generating capacity of all turbines in operation worldwide
China has become an important contributor to global innovation in green and low-carbon technologies, the country's top IP regulator said. Chinese patentees received 178,000 invention patents in the field from 2016 to 2022, accounting for 31.9% of the global total..
