On December 15, 2018, after more than two weeks of intensive consultations, the 2018 United Nations Climate Change Conference closed in Katowice, Poland. The conference adopted a “package†of resolutions including the implementation rules of the Paris Agreement and climate funds, demonstrating the positive signals of countries in tackling climate change.
At the conference, solar energy and photovoltaic power generation became a major topic of discussion. Li Zhenguo, president of photovoltaic product manufacturer Longji Green Energy Technology Co., Ltd. (hereinafter referred to as Longji, 601012.SH), said in an interview with Yu. The 'photovoltaic + energy storage' will become the cheapest energy, and it is inevitable that photovoltaics will replace traditional fossil energy."
Li Zhenguo at the 2018 United Nations Climate Change Conference.
Economic energy
Li Zhenguo believes that PV will play a major role in achieving global energy transformation and achieving temperature control goals.
He gave two reasons. First of all, solar energy is an inexhaustible source of energy. "The sun shines on Earth for a day's energy enough for humans to consume for more than 20 years; 1% of the earth's desert area is suitable for humans." All electricity demand."
At the same time, the technological progress and cost reduction of photovoltaics in the past decade has been very rapid. Li Zhenguo recalled, "A decade ago, I felt that if I spent the rest of my life to make the cost of photovoltaic power generation as cheap as coal, then the energy of this life is worthwhile. But now, I have only used this decade. Time has basically achieved this goal."
He shared several sets of data: Ten years ago, a single crystal wafer sold for $13, and today it sold for 40 cents. Ten years ago, the price of photovoltaic modules was five dollars a watt, and today many places are 25 cents a watt. about. In addition to the price reduction, the performance of photovoltaic products has also improved in the past decade.
“The cost of photovoltaic power generation and wind power generation in China has actually dropped by 60% to 70%, and in some places even reached 80%.†During this climate conference, China’s Special Representative for Climate Change Xie Zhenhua shared the development of China’s clean energy. And emission reduction results. He said that in 2017, the proportion of non-fossil energy in China's primary energy reached 13.8%, and it is expected to achieve the goal of non-fossil energy accounting for 15% by 2020. From 2005 to 2017, China's share of coal consumption in energy consumption fell from 72% to 60%, and will reach 58% in 2020.
Xie Zhenhua also mentioned that "China's renewable energy development is very fast, and the installed capacity has reached 650 million kilowatts, which is already the first in the world."
In 2017, China invested US$126.6 billion in renewable energy, making it the world's largest investment country.
Combined energy storage
Due to the discontinuity of solar energy, the energy storage problem is a major problem affecting the development of the photovoltaic industry. However, Li Zhenguo believes that the issue of energy storage is not difficult to solve, but has multiple options. "Future energy will not rely solely on a certain form of energy storage, but a combination of multiple options." He said that the current cost of chemical energy storage has fallen to one-third of a decade ago, relying on the groundfall to pump water. Can also be a more mature program. In addition, the popularity of electric vehicles will also play a major role in the balance of energy.
“Photovoltaic + energy storage is the ultimate solution for human energy in the future.†Li Zhenguo said that once combined with energy storage, the infinity of solar energy and the economics of photovoltaic power generation will inevitably make photovoltaics replace traditional fossil energy in the future.
But when it comes to the application of this model, Li Zhenguo admits that the mode of combining photovoltaic power generation with energy storage is still on the road. He believes that hydropower and photovoltaics are very complementary. For example, in the dry season of dry season, solar energy is usually rich, and photovoltaic power generation can be utilized, while hydropower generation can be carried out during the wet season; or, photovoltaic power generation can be used during the day, while pumping energy storage, and then generating electricity at night, The balance between power generation and energy storage. "But the current model of combining hydropower with photovoltaics has not been fully utilized," Li Zhenguo said.
Li Zhenguo has a relatively optimistic attitude towards the development trend of photovoltaic + energy storage. He believes that photovoltaic + energy storage will become the cheapest energy source for human beings within ten years. He believes that by 2030, photovoltaics will have the conditions to replace traditional energy sources on a large scale, and the scale of photovoltaics may reach the initial stage of thousands of GW.
Stepped replacement
Li Zhenguo also pointed out that the process of replacing traditional energy sources with photovoltaic power generation is stepped. On the one hand, the expansion of photovoltaic capacity requires a process. On the other hand, the life of existing thermal power plants has not yet ended. Stopping use will ruin the previous investment costs. “The original power plant can continue to serve, and it may be a more realistic goal to let it exit at the end of the service period.†.
During the climate conference, former US Vice President Albert Gore also mentioned the development status and future trends of the photovoltaic industry. He pointed out that in the United States, Europe and many other places, the prices of clean energy such as solar and wind energy have been reduced. “In 2002, people predicted that the solar market would grow by 1 megawatt per year by 2010. But the reality is that this goal is eventually more than 17 times. By 2017, this number was even more than 98 times.†Gore cited The conclusion of Beutsce Bank and pointed out that a clear trend is that affordable electricity without subsidies has arrived. “The situation of parity will continue to increase, and solar penetration will continue to rise globally.â€
In 2018, the UN's Emissions Gap Report noted that non-state actors are playing an important role in global climate action. At this climate conference, non-state actors such as businesses and NGOs have also demonstrated a positive attitude towards climate change.
Talking about the role of enterprises in climate action, Li Zhenguo said that in addition to reducing the cost of photovoltaic power generation through technology and product innovation to provide clean energy for humans, Longji shares are still trying to "clean energy with clean energy." In 2015, Longji shares began to transfer some of its production bases from Ningxia to Yunnan, using Yunnan's hydropower to produce photovoltaic products.
Textile Auxiliary, Plastics Additives, Coating Additives
Dynasty Chemicals (NingBo) Co., Ltd. , https://www.dychemco.com