As an important platform for China's energy industry news show, the "Economic Information Daily" energy special issue has launched the annual energy top ten news for eight consecutive years since its publication in 2004. At the end of the year-end, we stopped to look back and comprehensively sort out the major news in the energy industry in the past year. On the basis of visiting many industry experts and extensively soliciting opinions, we ranked the top ten news of China's energy in 2011. (in order of time), supplemented by a reporter's comment to readers. I. CNOOC built “Ocean Daqing Oilfield†and China's oil and gas development went to the ocean On January 4, China National Offshore Oil Corporation officially announced that its annual oil and gas production exceeded 50 million tons, equivalent to building a “sea Daqing oilfieldâ€. The completion of CNOOC's “Daiqing Daqing Oilfield†indicates that China's sea area has become the most important and realistic replacement area for onshore oil and gas development, marking China's oil and gas development into the “ocean eraâ€. Reporter's Comments: All along, the resources to the ocean are the "blue dreams" of generations of Chinese. The completion of CNOOC's “Daiqing Daqing Oilfield†has made this dream close to reality. However, from a global perspective, the proven rate of marine oil and gas in China is still very low, and most of the oil and gas fields currently explored and developed by CNOOC are concentrated in the surrounding shallow sea areas. The realization of 50 million tons of “Ocean Daqing†is only the beginning of the Chinese “Blue Dreamâ€, and people have reason to expect more. Second, the industry rectified, the price of rare earth soared, the downstream energy conservation and environmental protection and the new energy industry were affected. On February 16, the State Council executive meeting researched and deployed the relevant policies for the rectification of rare earth industry; on April 1, the standard of rare earth mineral resources tax was raised; On the 19th, the State Council issued the "Several Opinions on Promoting the Sustainable and Healthy Development of the Rare Earth Industry." With the introduction of a series of rectification measures, the price of rare earth has risen sharply, which has caused a major impact on the downstream energy conservation and environmental protection and new energy industries. Reporter's comment: As an important non-renewable strategic resource, it is necessary to refine the rare earth for a long time, increase the rectification of the industry, and promote the return of its value. However, while the rare earth is rectifying and the price is rising, the energy-saving environmental protection and new energy enterprise operations of downstream inverter air conditioners, energy-saving lamps, wind power manufacturing, and electric vehicles are in trouble. How to make overall plans and balances, while ensuring the sustainable development of the rare earth industry, and ensuring the healthy development of downstream related strategic emerging industries, is a new test in front of policy makers. Third, affected by the Japanese nuclear crisis, China suspended nuclear power project approval The March 11 earthquake in Japan caused a nuclear leak crisis. On March 16, Premier Wen Jiabao of the State Council presided over the State Council executive meeting, decided to suspend the approval of nuclear power projects, and promptly prepared nuclear safety plans, and adjusted and improved the medium and long-term planning of nuclear power development. Reporter's comment: The earthquake in Japan has led to a nuclear leak crisis, which has caused global nuclear power panic. Many countries have adjusted their nuclear power development policies. China has also suspended nuclear power project approval. Will the development plan for nuclear power installed capacity of 86 million kilowatts before 2020 be changed? At the press conference of the State Council Office held on December 13, Xie Zhenhua, deputy director of the National Development and Reform Commission, gave the answer: China’s determination to develop nuclear power will not change. For nuclear power to develop, determination is important and safety is more important. Fourth, Guangdong, Hunan and other more than 10 provinces have appeared in the "off-season electricity shortage", power stranges attract people's attention Since April this year, Guangdong, Hunan and other southern provinces have appeared in the off-season "electricity shortage". The SERC and the grid company said: The total power gap this year will exceed the worst in history in 2004. At the same time, in the northeastern and northwestern provinces and other provinces, there is a phenomenon of “dwelling electricity†that cannot be delivered by huge amounts of electricity, including clean wind power. Power blame attracts attention. Reporter's comment: Whenever the "electricity shortage" appears, experts and the media will attribute the coal "market coal, plan electricity" to the social focus. This year, a large area of ​​"electricity shortage" and large-scale "dwelling power" appeared at the same time. Why is there such a strange phenomenon in the context of the power grid company's full push to promote long-distance UHV transmission? The lack of electricity market trading platform and the lag of power system reform are the main reasons. The factory network has been separated for 10 years, the transmission and distribution have not been started separately, and the regional power trading market reform has died in the womb... The deep contradiction of China's electric power needs to be solved. 5. The National Energy Administration will rectify Jiuquan Wind Power and start the wind power industry from speed to quality. On May 9, the National Energy Administration issued the Notice on the Relevant Requirements for the Construction of Jiuquan Wind Power Base. This is the construction of the Jiuquan Wind Power Project on March 27th. The second notice issued by some of the violations. While noting that “projects that have not been approved by the state are not allowed to start constructionâ€, the notice clearly states that “the wind power construction order will be further regulated†and “the rational control of the wind power base construction rhythmâ€. Reporter's Comments: China's wind power development has attracted worldwide attention. As of the end of the "Eleventh Five-Year Plan", wind power installed capacity ranked first in the world. However, in the rapid development of the wind power industry for many years, many problems have accumulated, highlighting the frequent occurrence of wind turbine quality accidents, the illegal operation of equipment bidding, and the deregulation of wind power projects in some places. At the beginning of the "Twelfth Five-Year Plan", the National Energy Administration started from Jiuquan, the country's largest wind power base, and issued two "tokens" to clean up the wind power order and regulate the healthy development of the industry. China's wind power industry has thus begun to kick off the transition from speed to quality. Sixth, ConocoPhillips' oil spill occurred on the Bohai operation platform, causing major pollution to the marine environment. On June 4th and 17th, CNOOC and ConocoPhillips cooperated with the project - Bohai Penglai 19-3 Oilfield Operation Area B Platform Oil spills occurred on the C platform. According to the investigation by the State Oceanic Administration, this is a liability accident caused by the unauthorized modification of the design and design plan by the operator ConocoPhillips, causing major pollution to the marine environment. Fishermen in Hebei Laoting, Shandong Yantai and other places have suffered a large number of deaths due to pollution, and ConocoPhillips has been brought to court. Reporter's Comments: In recent years, oil spills caused by international oil giants' offshore oil exploitation have occurred frequently. First, the British oil company suffered a crude oil leak when operating in the US Gulf of Mexico, and was forced to pay 20 billion US dollars in compensation funds; after the US Chevron Oil Company suffered oil leakage during drilling operations in the Brazilian waters, the Federal Prosecutor's Office of Campos, Brazil opened A huge fine of 20 billion reais (about 10.7 billion U.S. dollars). Today, ConocoPhillips's oil spill accident in China's Bohai Sea has become a focus of attention at home and abroad. 7. The second line of the West-East Gas Pipeline runs through, and the first land-based strategic channel for the use of overseas natural gas in China was completed. On June 30, the main line of the second line of the West-East Gas Pipeline was put into operation. This pipeline, which is invested by China Petroleum with a total investment of 142.2 billion yuan and a total length of more than 8,700 kilometers, is connected to the Central Asian natural gas pipeline across the three countries of Turkmenistan, Uzbekistan and Kazakhstan. It is the world's longest natural gas pipeline and also the country. The first land-based strategic channel to utilize offshore natural gas resources. Reporter's Comments: As the largest energy construction project since the founding of New China, the Second West-East Gas Pipeline Project will receive 30 billion cubic meters of natural gas from Central Asia every year, and it is likely to increase further in the future. This will not only greatly optimize China's energy consumption structure, promote natural gas urbanization, and improve the environment of cities along the line, but also alleviate the tight supply of natural gas in China. Eight, Shenhua million tons of coal direct liquefaction key technology passed the identification, China's coal-to-liquids technology reached the top of the world on July 4, the Shenhua Group mainly responsible for the direct liquefaction of millions of tons of coal technology and demonstration projects in Beijing through experts Appraised and won the 2011 China Coal Science and Technology Award for special award. China has thus become the only country in the world to realize the industrialization of the direct liquefaction technology of millions of tons of coal, and the overall technical level is leading the world. Reporter's comment: "The key technology of direct liquefaction of millions of tons of coal" is the national major energy strategy project that was mainly undertaken by Shenhua Group, including the General Hospital of Coal Science, Sinopec, China Yizhong and Shanghai Electric, which was completed in the past 10 years. As of the first half of 2011, the industrial demonstration plant produced 467,000 tons of oil products and realized profits and taxes of 800 million yuan. This means that China has mastered the core technology of direct coal liquefaction with independent intellectual property rights and the world's leading, and the timing of industrialization of complete sets of process technology has matured. Nine, China's hydropower A shares listed and become the largest IPO during the year, China's hydropower resources development speed on October 18, China Water Resources and Hydropower Construction Co., Ltd. listed on the Shanghai Stock Exchange, financing amounted to 13.5 billion yuan, becoming the largest IPO of A shares in 2011 . As the aircraft carrier of China's hydropower construction, China Hydropower has undertaken more than 65% of the large and medium-sized water conservancy and hydropower construction projects in China since the 1950s. It has participated in the construction of hundreds of world-famous giant hydropower stations including the Three Gorges of the Yangtze River. Reporter's comment: Hydropower is recognized as a clean renewable energy source in the world. China's total water resources ranks first in the world, but it is plagued by environmental protection and immigration problems. China's hydropower development is lagging behind. The 11th Five-Year Plan is even called China Hydropower. Five years." From this point of view, China's hydropower listing is not only the most eye-catching event in the A-share market, but also has triggered many expectations for China's hydropower development. According to relevant experts, "priority development of hydropower" has been written into the forthcoming "Twelfth Five-Year Plan for the Power Industry." X. The United States’ “double-reverse investigation†of China’s solar cells, China’s photovoltaic industry suffered a severe winter. On November 8, the US Department of Commerce launched an anti-dumping and countervailing investigation on Chinese solar cells exported to the United States. This is the first time the US initiated a clean energy product for China. The "double-reverse" investigation. Subsequently, the news that the EU, India and other countries intend to adopt the same measures to restrict the import of China's PV products was reported. The Chinese PV industry suffered a severe winter. Reporter's Comments: The United States took the lead in launching anti-dumping and countervailing investigations against China's photovoltaic industry. Regardless of whether the reasons can be established or not, regardless of the final result, we have sounded the alarm. This shows that on the one hand, the international trade war in the field of clean energy has quietly started; on the other hand, the development of China's solar photovoltaic industry has reached a transition period. For a long time, the situation of technology and market “both outside the head†must be changed, expanding domestic demand and reducing overseas The dependence of the market may become a realistic choice for the domestic PV industry to emerge from the harsh winter.
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