The United Kingdom has invested heavily in increasing the localization rate of offshore wind power equipment; Wind power photovoltaic industry has an Infinite scenery
(15/7/2019-21/7/2019)
Review of International Energy News
1. The United Kingdom has invested heavily in increasing the localization rate of offshore wind power equipment
According to the European media "Asia-Europe Economic Intelligence" website, UK’s Offshore Wind Power Industry Council (OWIC) recently said it will spend 100 million pounds to implement a plan to help domestic enterprises develop offshore wind power and cultivate domestic supply chains.
(Image source: Energy sector)
The project, called "Ocean Wind Power Industry Growth Partner", will provide support for more than 650 companies in the UK that are engaged in the manufacturing of wind turbine components and cables, and maintenance of wind farms. It is understood that the plan is part of the UK's offshore wind power “industry strategy” jointly launched by OWIC and the UK government. According to the strategy, by 2030, the UK's wind power installed capacity will be expanded from the current 8 million kilowatts to 30 million kilowatts, of which offshore wind power will meet one-third of the UK's domestic electricity demand. At the same time, the domestic procurement rate of offshore wind power equipment in the UK will also increase from the current 48% to 60%.
2. The Noor Midelt II photothermal PV hybrid project in Morocco has started pre-qualification for bidding
Recently, the Moroccan Renewable Energy Administration (MASEN) announced that it had initiated the pre-qualification of tenders for the second phase of the Noor Midelt II project. The deadline for the submission of pre-qualification documents for tenders is Monday, September 16, 2019.
Prequalification is the first step in the bidding for the entire project. The winning bidder will be responsible for the design, financing, construction, operation and maintenance of the project.
MASEN said that Noor Midelt II will continue to adopt the photothermal + photovoltaic technology route and configure a variety of energy storage methods to ensure stable power generation. The average power generation of the project during the day is about 230MW, and the power generation during peak hours is 190MW.
On May 21, local time, MASEN announced that the consortium of French EDF, Masdar and Green of Africa won the Noor Midelt I contract for the 800MW photothermal photovoltaic hybrid power station. The electricity price of the whole project during peak hours was only 0.68 ram/kWh (about 0.4846 RMB/kWh).
Noor Midelt I is expected to begin construction in the fall of 2019, with a heat storage period of 5 hours. The Spanish company TSK is the EPC subcontractor for the project.
3. Can offshore wind power lead the transformation of Japan's energy structure?
In the post-Fukushima era, the nuclear power industry is in a state of sluggishness, and the share of fossil energy power generation is not falling. The rise of the wind power industry will bring a fresh energy revolution to Japan, which is at the tip of the emission reduction turmoil. It is moving towards a zero-carbon emissions target of 2050.
The accident at the Fukushima Daiichi nuclear power plant caused a heavy blow to Japan, which relied heavily on nuclear power, and the entire power industry was struggling. In the context of tackling climate change and promoting low-carbon emission reduction, the share of Japan's fossil energy power generation has increased significantly in recent years. The share of coal-fired power generation in Japan's power supply has risen from 25% in 2010 to about 33% in 2018. To make up for the nuclear power gap, Japan has also turned its attention to expensive imported energy based on natural gas.
As a resource-poor country, Japan does not have oil and natural gas, and only produces a small amount of coal, which has been used for domestic power generation. Without nuclear power, Japan has limited options.
However, as an island country, Japan has great potential to develop wind power. A recent report by research firm Wood Mackenzie said that offshore wind power in Japan could grow 62 times in the next decade. Senior analyst Robert Liew said that given the shortage of electricity, Japan will need to increase coal imports, supplemented by renewable energy support, while Japan's offshore wind power has obvious advantages.
Review of Domestic Energy News
1. Zhongshan Offshore Wind Power Industry enters fast track
By the end of last year, there were more than 100 wind power industry development and service enterprises in Guangdong, and the newly approved wind power projects in the shallow waters of the province had an installed capacity of 8.73 million kilowatts. The total scale of grid construction and approval in shallow water areas reached 10.35 million kilowatts. The offshore wind power industry will help Guangdong, Hong Kong, and Macau Bay Area to build a world-class green bay area and provide green energy and environmental support for the construction of urban agglomerations.
Today, with the rapid development of global clean energy, countries around the world are constantly seeking low-cost alternatives to clean energy. The development of offshore wind power is a global trend, but it is subject to the worldwide problem of the typhoon. There are frequent typhoons on the southeast coast of China, and some European wind power experts have decided to overcome this worldwide technical problem, comparable to the “moon landing project” in the field of new energy. However, with the birth of a large-scale anti-typhoon offshore wind turbine developed by Mingyang independently, Mingyang seized the commanding heights of the world's offshore wind power in one fell swoop, and changed the “impossible” as “possible”, making the offshore wind power restricted zone a huge rich mine of great development value in the hands of the Chinese.
Since last year, Guangdong has proposed to vigorously develop six major marine industries such as offshore wind power. Under the guidance of the policy, the industry began to accelerate development. After the Zhongshan Offshore Wind Power Work Conference, the approval of Zhongshan's offshore wind power project entered the fast lane. At present, Zhongshan has formed dozens of upstream and downstream supporting enterprises with Mingyang as the leader.
According to reports, with the key support of the national industrial policy, large-scale offshore wind turbines of more than 5MW as important energy equipment in Guangdong and other coastal provinces have achieved leapfrog development. Aside from Zhongshan, as of the end of last year, there are more than 100 wind power industry development and service enterprises in Guangdong. The newly approved wind power projects in the shallow water of the province have an installed capacity of 8.73million kilowatts. The shallow water area grid under construction got the approval of a total scale of 10.35 million kilowatts. The offshore wind power industry will help Guangdong build a world-class technological innovation platform for high-end equipment industry clusters and the marine economy.
2. National power investment conference held: clean energy installed capacity exceeded 50%
On July 19th, the State Power Investment Group (hereinafter referred to as the National Power Investment Corporation) held a press conference on the “Green Future” Media Day and Social Responsibility Report. At the meeting, the National Power Investment Corporation announced that as of June 30, 2019, the company's total installed capacity of electric power was about 145 million kilowatts, of which clean energy installed capacity was 72.63 million kilowatts, accounting for 50.14%. Of the top five power groups, the clean energy installation accounts for the largest proportion.
According to the data provided by the National Power Investment, its installed capacity of photovoltaics has reached 16.457 million kilowatts, ranking first in the world, with 6.758 million kilowatts of installed nuclear power; 8.22 million kilowatts of offshore wind power installed, and 2.346 million kilowatts of hydropower installed. According to the original plan of the national power investment plan, 50% of the clean energy installed capacity target was to be achieved in 2020, and now it has been achieved one year ahead of schedule. The first batch of approved construction capacity of the project is 1 million kilowatts of photovoltaics and 400,000 kilowatts of wind power, supporting a new multi-energy complementary 750kV collection station. The total static investment of the project is 12.04 billion yuan, and the total dynamic investment is 12.27 billion yuan.
On June 29, 2018, a 1 million-kilowatt photovoltaic project was put into operation and put into production. In June of this year, 400,000 kilowatts of wind power projects were put into operation and put into production. In the first half of the year, the national power investment income was about 143.8 billion yuan, a year-on-year increase of 28.2%; the total profit was 7.62 billion yuan, a year-on-year increase of 57.9%.
According to the national power investment, its power generation in the first half of the year was about 261.9 billion kWh, up 15% year-on-year, and the growth rate was 10 percentage points higher than the national average. The newly installed power capacity is 4.7 million kilowatts, of which clean energy installed capacity accounts for 86%. In recent years, with the weak thermal power business and the country's emphasis on renewable energy, all power generation groups are strengthening the construction of clean energy with renewable energy as the core.
The next development goal of the national power investment is to reach 220 million kilowatts of power installed capacity by 2025, and the proportion of clean energy installed capacity will increase to 60% by 2035.When the installed capacity of power reach 270 million kilowatts, the proportion of clean energy installed capacity will increase to 75%.
3. Will wind energy become a pioneer in fighting carbon emissions?
Since 2015, the world has set records for the hottest year in a row for four consecutive years. CO2 emissions continued to rise from 33.1 billion tons in 2010 to 37.1 billion tons in 2018. In 2015, the Paris Climate Agreement was signed. This legally binding agreement aims to control global warming between 1.5 °C and 2 °C, and prepare the world for climate.
Despite this, human behavior is completely out of control. According to the 2018 Energy Transformation Outlook (ETO) report released by DNV GL, renewable energy (mainly PV and wind energy) will continue to maintain rapid growth in the future and will dominate the power structure by 2050. By 2050, solar photovoltaic power generation will account for 40%, and wind power accounts for 29%. Although onshore wind power will dominate, the contribution of offshore wind power will increase significantly in the middle of this century, reaching about 20% of total wind power generation. The report also specifically mentions that offshore wind power accounts for 0.3% of global power generation and onshore wind power accounts for 4.2%. However, according to the forecast trend, by 2050, offshore wind power will reach 6%, and onshore wind power will reach 23%.
(Main news sources: Global Network, People's Network, Energy)
