2023 年天然气过剩:全球天然气发电扩张继续阻碍能源转型(英)-23页.pdfVIP专享

2023GasGlutGLOBALGASPOWEREXPANSIONCONTINUESTOTHWARTENERGYTRANSITIONGASGLUT2023REPORT|SEPTEMBER2023|2GLOBALENERGYMONITORABOUTGLOBALENERGYMONITORGlobalEnergyMonitor(GEM)developsandsharesinformationinsupportoftheworldwidemovementforcleanenergy.Bystudyingtheevolvinginternationalenergylandscapeandcreatingdatabases,reports,andinteractivetoolsthatenhanceunderstanding,GEMseekstobuildanopenguidetotheworld’senergysys-tem.Followusatwww.globalenergymonitor.organdonTwitter@GlobalEnergyMon.ABOUTTHEGLOBALOILANDGASPLANTTRACKER(GOGPT)TheGlobalOilandGasPlantTracker(GOGPT)isanonlinedatabasethatidentifiesandmapseveryknownoil-andgas-firedgeneratingunitandeverynewunitproposedsinceJanuary1,2020(20MWandlargerintheEuropeanUnionandUnitedKingdom,50MWorlargerelsewhere).DevelopedbyGlobalEnergyMonitor,thetrackerusesfootnotedwikipagestodocumenteachplantandisupdatedbiannually.Forfurtherdetailsseethetrackerlandingpageandmethodologyoverview.ABOUTTHECOVERThecoverimageisamapcreatedbyScottZimmermanofoperatingglobaloil-andgas-firedpowerplants.AUTHORSJennyMartos(ProjectManagerGOGPT),WardaAjaz(ProjectManagerAsiaGasTracker),GregorClark(ProjectManagerPortalEnergéticoparaAméricaLatina),NorahElmagraby(researcher),HarveyHassan(researcher),ChristineJuta(ProjectManagerAfricaGasTracker),andNataliaSidorovskaya-Fretz(researcher).EDITING,PRODUCTION,ANDOTHERCONTRIBUTIONSDesignandpagelayoutbyDavidVanNess.MapsandfigurescreatedbyScottZimmermanandNassosStylianou.EditingcontributionswereprovidedbyJulieJoly,DavidHoffman,andStefaniCox.ACKNOWLEDGMENTSTheauthorswouldliketothankalloftheresearcherswhocontributedtothedevelopmentofthisdatasettoenablethisreportandanalysis—GregorClark,AmaliaLlano,ChristineJuta,NorahElmagraby,NagwaAbdallah,NataliaSidorovska-ya-Fretz,ZhanaiymKozybay,ChengChengWu,XiaojunPeng,HarveyHassan,WillLomer,andWardaAjaz.PERMISSIONS/COPYRIGHTCopyright©GlobalEnergyMonitor.DistributedunderaCreativeCommonsAttribution4.0InternationalLicense.FURTHERRESOURCESForadditionaldataonproposedandexistingoilandgasplants,seeSummaryTablesontheGEMwebsite.ToobtainprimarydatafromtheGOGPT,visittheDownloadDatapage.GlobalEnergyMonitorREPORT|SEPTEMBER2023|3GLOBALENERGYMONITORINTRODUCTION1.GEMhistoricallyhastrackedgasanddualfuel(ie:gas/oil,gas/coal,gas/bioenergy)powerplantsintheGlobalGasPlantTracker(GGPT).IntheexpandedandrenamedGlobalOilandGasPlantTracker(GOGPT),GEMisnowincludingoil,dualfuel(withgasoroil),andgasfiredpowerplants.2.Pre-constructionprojectsincludethosethatareactivelymovingforwardinseekinggovernmentalapprovals,landrights,orfinancing.Oilandgashavehadabigyear.Oil-andgas-fired1powerplantsindevelopment—projectsthathavebeenannouncedorareinthepre-construction2andcon-structionphases—increased13%inthelastyearto783gigawatts(GW),mainlydrivenbyincreasesincapacityofprojectsinthepre-constructionandconstructionphases.(Figure1)Ifbuilt,theseprojectswouldgrowtheglobaloilandgasfleetbyathirdatanestimatedcostofUS$611billionincapitalexpenditure,creatingalifetimeemissionspotentialequivalenttomorethansixandhalfyearsoftheUnitedStates’emissions.Drivenbyconcernsoverenergysecurityandpromisesofadurabletransitionfueltodecarbonizeeconomies,countriesaroundtheworldaredevelopingoilandgas,mostnotablyinAsiaandtheUnitedStates.Russia’swarinUkrainehaschangedthecalculusforEuropeintermsofitsenergysupplychoices,whileinplaceswithextensiverenewablespotentialand...

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