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China is Using This, Not Renewable Energy, to Replace Coal

中国不是用可再生能源替代煤炭,而是用这个



China is investing tens of billions of dollars every year into renewable energy deployment and supply chains. Its motivations are simple: The country wants to improve its environmental footprint and air quality, develop a leadership position in global markets, and increase national security and energy independence (you don't have to import renewable energy).

中国每年投资巨资在可再生能源部署和供应链上。其动机很简单:中国想提升自己的环境和空气质量,在全球市场上占据领袖地位,提升国家安全和能源独立(不用进口可再生能源)。

These plans are also longer-term than many headlines would lead investors to believe. For instance, China isn't using renewable energy to immediately replace coal-fired power plants, which supplied 72% of the country's electricity in 2015 -- more than double the share of coal in the electric grids of the United States.

这些计划比很多新闻报道想让投资者相信的更加长期性。举个例子,中国没有利用可再生能源来立马替代火力发电厂,2015年火力发电占据中国电力的72%——这是美国煤炭发电比例的两倍好多。

That's because renewable energy is one of the least efficient ways to go about replacing coal consumption in a short period of time. Instead, China is hurriedly building natural gas and liquefied natural gas (LNG) import infrastructure to replace coal in the near-term. In fact, the country is single-handedly shifting global markets, having imported 58% more LNG in the first four months of 2018 than in the year-ago period, with American supply playing a central role. Energy investors shouldn't overlook the opportunities this creates.

这是因为在短时间内,可再生能源是最低效的煤炭替代方式之一。相反,中国正在加速建设天然气和液化天然气进口基建以在短期内替代煤炭。事实上,中国正独自改变着全球市场,2018年钱4个月的液化天然气进口量比去年同期增长了58%,其中美国的供应扮演着主要的角色。能源投资者不应该忽视这个机遇。