The solar cell prices global electricity consumption growth is strong international oil and gas overweight electric power business enterprise

Continuing global electrification, power consumption growth is strong, the traditional oil and gas companies have also turned its attention to the power industry.

according to the recently released by the BP world energy outlook 2019 Chinese version report ( Hereinafter referred to as 'outlook') Scenario, the gradual transformation, about three-quarters of the primary energy demand increment will be used for power generation, by 2040 nearly half of the primary energy be reemployed in the electric power industry.

the global power structure will also be a substantial shift: renewable energy, the importance of continued ascension, weaken the share of coal, nuclear and hydroelectric power, gas power generation as a share of around 20%.

specific terms, the outlook forecast, renewable energy accounts for about two-thirds of generating incremental, by 2040 will account for about 30% of the global power generation industry, on the contrary significantly lowered the proportion of coal, as an energy by 2040 will be renewable energy.

'I am very optimistic about the prospects for the power industry, electric is the world trend, in the situation of gradual transformation, new energy consumption worldwide over the next 20 years, 70% will be absorbed by the power industry, so power is growing very good market. 'Dai Si climbing said in an interview with the first finance and economics, and other' BP won't absent electric power industry, solar power grid, and have been in a variety of ways to participate in the process of electric power development, including the purchase of physical assets related to electric power industry, trade and related business. '

according to the strategic adjustment, BP has continued development in upstream oil, natural gas and high competition ability in the downstream implementation of market-oriented business growth, will also be on the vc in areas with low carbon business, and promote the modernization process of wanda group.

in the field of mobile charger, solar panels, BP to buy the UK has the largest electric vehicle charging network company, set up BP Chargemaster. In addition to investment StoreDot and Freewire, solar equipment, focusing on ultrafast rechargeable batteries and portable charging system of industry and rapid development of EV.

BP chief executive Stephen dnosdry has said that in the oil and gas industry must constantly keep watch. Is also for this reason, to see the huge potential of electricity market is not only this one. 'From the oil and gas companies to energy company' is already several targets put forward by the oil giant.

total CEO Pan Yanlei said namely, total strategy is to do more than a traditional oil and gas companies, but integration for oil, gas and low carbon power growth, China solar energy network, as an oil and gas and electric power enterprises.

it is understood that in a total of five development strategies, is one of the 'integration of low-carbon generation', solar panels, and photovoltaic (pv) and efficient energy storage is total to provide clean energy and reduce the carbon intensity of the core, the current total of photovoltaic solar energy business has covered the whole industrial chain, the subsidiary of SunPower's business has been extended into the Chinese market.

CEO of royal Dutch shell Fan Bodeng also said oil demand in the next 10 years will peak, shell's goal is to transition to become the world's largest electric power company.

but that doesn't mean that in the field of oil and gas exploration and development will slow pace, 'outlook', points out that over the next 20 years China will remain the world's largest consumer of oil and gas. Throughout the world, therefore, need to put in trillions of dollars to develop new oil and gas fields.

'hydrogen may play a major role in the field of transportation. Compared with hydrogen, we predict the likelihood of future car, light truck electrification is higher. But for used in long-distance transportation of heavy card and shipping hydrogen will play a greater role, if the fuel cell battery life cannot be improved, for the need of long-distance cars and light trucks also apply. 'Said Dai Si climbing.

but there is still uncertainty, so many car companies believe that fuel cells will have better prospects, and a large amount of investment in this aspect.

compared with LNG applications in the field of traffic, Dai Si thinks, climbing on decarburization scenario, the use of oil, natural gas decline sharply, thus the hydrogen will be more competitive.

at present has not yet been commercialised the hydrogen in the global scope, the main reason is that the carbon price is still high enough, is the premise of the hydrogen to get rapid development, all countries seriously 'decarburization', this also means that need to raise the carbon price, in this way can enterprises since has the development of the hydrogen power.

　　( Article source: the first finance and economics)

　　( Editor: DF512)