2013年8月15日星期四

Only a part of the emerging energy revolution

In Wu Libo seems determined for shale gas development, the need to stand in a large domestic and international energy environment and national energy system perspective to look at. "Shale gas development environment compared to photovoltaic and wind power had just started to be more complex. Shale gas is currently a lot of competitors.ceramic proppant Solar PV costs down rapidly, especially for large PV systems, in addition to existing domestic wind turbine manufacturing ability to digest how PV production capacity? "Wu Libo analysts say, but also from the international energy market, the current state is not a tight, competitive energy prices are at a low level, for the development of shale gas is detrimental. "As oil prices $ 140, the coal oil is considered to be a good thing, but when oil prices fell to $ 40 a night, this project can not operate immediately on the go. Currently around $ 80 oil, shale gas  is a viable space, but when the price of oil fell to $ 60 or even lower, the pace of recovery in the world economy if the trend is not accelerating, then a prolonged slump in gas prices is to be expected. traditional gas sources are arrayed in there not afford to use, who Shale gas will use it? there exists considerable investment uncertainty. "Wu Libo that outsiders are looking concept, but the lack of understanding of the system of energy, only to see the state should develop shale gas, on a good to recommend, but did not see China's long-term energy strategy. In fact, China does not lack energy. For China, there are a lot more realistic technical conditions more mature choice. Such as the development of nuclear power in Japan, Fukushima nuclear accident and after a pause, after last year's safety review has gradually started, China's nuclear power development in coastal areas is still very important, putting enormous. Although the long-term plan to reduce the nuclear target in 2020,fracturing proppant but by 2015 the target should be able to complete. The next 10 years, PetroChina, Sinopec's overseas LNG (liquefied natural gas) is also a very large number of projects. China gas line, second-line projects, including Russia's gas exports and negotiations are in progress. Also this year, the situation is completely different coal, gas pressure is very large, in the pre-market tightening when capacity expansion is very powerful, and now demand is insufficient production capacity is still there after. "So now the entire energy market supply side is relatively very liberal state." "Overall, China shale gas real industry, the scale of at least 5-10 years time scale of shale gas or will become possible the arrival of China as part of a whole new energy revolution,Unconventional gas while China's energy revolution is diverse, including solar, wind, nuclear and other full advantage of shale gas will not be thriving. "

没有评论:

发表评论