The article is long, but it is very exciting, and because of the sensitive content, it will be restricted and removed from the platform due to the sensitive content, please like and follow it first, so as not to find it.Almost overnight, several giants in Western countries have all abandoned the track of new energy vehicles. Apple said it would cancel the electric car titan plan and disband more than 2,000 developers in R&D projects, Mercedes-Benz said it would no longer adhere to its original goal of fully switching to electric vehicle sales in major markets by 2030, and BMW and Toyota said that electric vehicles are only a transitional stage and will focus more on new power vehicles.
This year, the EU's 2035 plan to phase out fuel vehicles, which was the loudest before, has been postponed indefinitelyCan't afford to play or don't want to play?This matter is also worth talking about, after all, sometimes it is not a matter of whether the food is not delicious, but whether it is qualified to be served.
At last year's Munich Motor Show in Germany, China's new energy trams were hit in the face, and the faces of a number of Western oil truck masters were directly sounded, and a series of sanctions and tariffs were exported, under the banner of protecting local brands, so that the world witnessed the face of the United States and the West, which is comparable to the corner of the city wall. Eight years have passed, have they improved?Are they on the table?No, they were going to flip the table.
Due to the development of the remote breeding industry, as soon as a few pieces of news came out, some masters were the accounts who came when they smelled the smell, the same words, the same announcement, and some people just knelt for a long time and forgot to hold their heads up. Do you really think they don't want to run this track?When we started to roll up the cost performance, they were still in the PPT stage. So when we talk about quitting today, it's like the Qing Dynasty and Britain said they would quit industrialization more than 100 years ago.
The biggest significance of the new energy system is photovoltaic plus energy storage plus battery, which is to replace the fossil energy system and achieve energy independence. Similarly, if a country wants to develop scientific and technological innovation, it needs the right breeding soil, and they do not have such conditions at all. But as far as the "lighthouse country" is concerned, although it claims to be the lighthouse of human civilization, it can have more than 100 power outages a year, which is not an exaggerated data, it is a real reality, if it is the same as our situation, the power outage for a few hours, and the power supply can be restored soon, but the lighthouse country from the beginning of the power outage to the restoration of power supply, as little as 3 days, more than 5 days, exaggerated times can reach 21 days, in this case, not to mention trams, mobile phones, can only be used as bricks, "lighthouse country" To be able to live a good life with today's electricity difficulties, we have to start from the 90s of the last century.
At that time, electricity in the United States was managed by the Federal Energy Regulatory Commission, which was basically a one-stop service for power generation, power supply, and distribution. From our point of view, electricity, as an important carrier of energy, has no problem with its unified management. But for capitalist countries, especially the United States, federal unified management is a monopoly of the people, there is no comparison, there is no choice, you can't do it yourself, you score points. It may also be a last resort, or it may be that the father of the owner of the money gives too much.
In 1996, the United States really carried out the reform of the electricity system, and the core of the reform was no longer under the unified management of the federal government, but was distributed to each state, and each state was allowed to choose. The mode of networked power supply is nothing more than two ways, either to form a regional power supply organization across continents, or to form an independent power supply organization, simply put, it is either to partner with other states, or to do it alone, what a free and democratic decision, which indirectly led to a large-scale power shortage in Texas in 2021, and many people lost their lives.
Remember the Texas independence incident this year? As a lone star republic and the only state to join the United States as a state, Texas maintains a high degree of autonomy in various matters. The same is true for the power system, since the U.S. states have managed their own electricity, other states have chosen to form interstate regional power supply organizations, while Texas has chosen independent power supply organizations.
From an emotional point of view, it means that Lone Star Gong and Guo have no disdain to be in the company of others, and from an economic point of view, it is because it is the most cost-effective. Texas is the traditional energy continent of the United States, with abundant oil and gas reserves, and energy** is relatively cheap for the people of the state, once it is connected to other continents, it will lead to cost** and increased variables. After the power reform, Texas did enjoy cheap electricity prices, when the electricity prices in other states were about 4 times higher than Texas, even if Texas engaged in electricity itself, it was not dispatched by the state, but to the power company, when electricity became a commodity in the market circulation, the operational space was too large.
In 2021, the power shortage caused by the great cold snap in Texas, affected by the hot and bad weather, there are 30GW of power generation equipment in Texas that cannot work, most of which are thermal power plants based on natural gas, and a few are wind power, the electricity of the Texas headquarters is about 80 GW, one GW is equal to 1 million kilowatts, under normal circumstances, the people of Texas can use 80 million kWh of electricity to distribute to each person, about 3 ° electricity per day, just to maintain daily consumption. The 21-year cold snap caused the temperature in Texas to plummet to -22 °C, you must know that the normal temperature in Texas every year is about 5 °C, which means that residents need to increase electricity to heat, but in this case there is a lack of 1 3 electricity, which is simply a house leak that coincides with overnight rain.
If Texas and other states work together to form a regional power supply across continents, other states can still transmit electricity nearby in the event of a cold snap, but Texas does not. Of course, after all, there are still 2 3 electricity in Texas, and it will not lead to personnel in the case of taking turns to use it. But they are capitalist countries, and they are socialist countries that defend the interests of the common peopleIsn't it just a lack of electricity? Increase the price of electricity, if you have money, you will have electricity, and if you don't have money, you will find a way. They raised the cap on electricity prices to the highest point, 100 times the average price in Texas. In the face of natural disasters, this is tantamount to pushing civilians to a desperate situation, and the lights are not in the rich areas, those who cannot afford electricity can only make fires for heating, and many people die of carbon monoxide poisoning.
Not only in Texas, but also in California, where the power company divides the circuits of a state into countless sections, and whenever there is a power problem, it needs to wait for the company in charge of the area to make repairs, and the efficiency of the repairs depends entirely on the company's ability. Assuming that most of the users in the area are poor, the repair time is basically unknown. Electricity shortages often occur, and another reason is thanks to the unregulated market economy, electricity itself is a resource that cannot be stored in large quantities, so the logic is on demand, and how much electricity is generated by how many people use electricity.
Under normal circumstances, in order to cope with the peak of electricity consumption or avoid power shortages, power plants will reserve some power generation equipment for emergency response, but such equipment will only appear in a few rich areas, because under the fierce market competition, power plants without strength will not come up with excess funds for equipment storage, for them, the daily maintenance of these equipment needs to cost money, increase operating costs, will make it lose its advantage in the competition, it is completely unnecessary to exist, to put it bluntly, Only when profit and competition are not taken into account, will the quality of life of the people be given priority, and the capitalists are not philanthropists, and in the case of self-financing, making profits in every possible way is the first priority.
Electricity shortage increases the price of electricity, rich people can use it, no money to ask for more blessings, once the extreme weather has led to a large-scale power outage, of course, it is also fate, three or five days without electricity is a very common phenomenon. Extreme weather in California in the last few days has caused 150,000 households without power, how to develop in the future is still unknown, even the daily electricity of an ordinary family is difficult to guarantee, not to mention the maintenance of a tram electricity expenditure, the development of new energy batteries must be based on sufficient electricity, at least the charging pile to improve it, obviously, the lighthouse country can not afford to play.
On the other hand, the lighthouse country plays carbon neutrality and plays itself into it. In those years, environmental girls promoted the concept of carbon neutrality, putting pressure on developing countries at every turn. In fact, carbon emissions in the lighthouse country have been in a stage of significant growth, and as early as 1970, hydropower in the United States had stopped growing, and it was impossible to sustain the growth of electricity demand in the United States. In the past 30 years, the bulk of the power generation type to gas, coal-based, a small number of people because of the scarce islands to diesel power generation, as for wind power generation, can basically be in the negligible stage, and the United States photovoltaic power generation is basically in recent years to develop, and China's photovoltaic industry technology product patents are the highest, accounting for 90% of the global market, in this case how to play? There's nothing to play except for cheating.
The concept of carbon neutrality was first introduced in the European Union in order to tie the global economy to the euro. In order to make money, the EU has also created a carbon credit, which can limit the total carbon emissions of companies and countries around the world, and once the specified amount is exceeded, it will have to pay an economic price. At that time, the European Union was still the world's second largest economy after proposing carbon neutrality, and before the outbreak of the Russia-Ukraine conflict, the clean natural gas cooperation between Europe and Russia was the biggest confidence.
The person who sets the rules first has the right to speak, especially the manufacturing countries that want to sell goods to Europe, must play the game in strict accordance with the carbon credit rules formulated by the EU, and the EU will become a trading center for carbon credits, and it can also drive the development of the euro. The lighthouse country plays petrodollar hegemony, the EU engages in carbon credits, and the euro is equivalent to building two toll stations in the global economic industrial chain, with charges at the beginning and end points.
Although we have ideas, but we can't stand the cheekiness of the United States, and bought the European Carbon Trading Center in 10 years, but other countries obviously want to eat both, and Europe at that time followed the soup to see the big brother eat meat, but it didn't take a few years of stable life, the crisis in the Crimean plain broke out, Europe had no choice, the Nord Stream weather pipeline had to continue to be repaired, the slogan of carbon neutrality was shouted out, and the money-making business still had to be done. In 2022, there will be a full-scale outbreak in Russia and Ukraine, and Tajikistan will not be verbose, and will simply blow up Nord Stream. Europe is completely dumbfounded, and it will either completely turn to the United States, or restart thermal power.
Turning to the United States in an all-round way, and mentioning independence and autonomy, just sit back and wait to be harvested. If you start thermal power, you will spend your own money to buy carbon credits and harvest yourself. In this case, the EU is no longer installed, and it is difficult to play carbon neutrality and use electricity. Since the new energy track can't roll up Europe and the United States, it's okay to stay in the comfort zone of fuel vehicles, doesn't this mean that trams can't work? Are they not good? Since they're not playing, we're going to have a lot of fun.
The global automobile market is so large, there are only 7 developed countries with a population of more than 50 million, and new energy trams can still occupy the remaining 5 billion population market. Having said that, the biggest significance of the new energy system of photovoltaic plus energy storage plus electric vehicles is not only for environmental protection, but also for the realization of independent energy replacement of fossil energy. As an oil-producing country, it is feasible for the United States to go back and eat the old food, but what about fossil fuel importing countries? Don't play with new energy trams, wait to continue to be cut leeks by the lighthouse country. The cost of photovoltaic power generation is still decreasing, and it is bound to become the cheapest energy source in the future.
In 2023, the global lithium battery energy storage shipments will be 2242GW, China's lithium battery energy storage shipments are 185GW, accounting for 82% of global shipments5%。The top three companies in the global energy storage battery production are CATL 332, BYD 13, EVE lithium energy 12, plus the latest battery ** has dropped sharply, the entire new energy system can give you a life, this time choose to go back to continue to engage in fuel vehicles, in addition to not being able to play, I can't think of any other reason.
Let's take a longer-term view. Isn't the Middle East so lively lately in order to crush the petrodollar hegemony? Although Saudi Arabia hesitated, as soon as the petrodollar hegemony collapsed, it is estimated that after the collapse of the hegemony in the future, the future things will not be counted by the lighthouse country, and the right to speak of environmental protection and carbon neutrality is also in our own hands with the development of new energy.
After the moral high ground is occupied, it will gradually disintegrate the traditional advantages of the petrochemical industry in Europe and the United States, for example, Rwanda used to buy gasoline and diesel in Europe and the United States, and the power stations in Europe and the United States are all equipped with China's photovoltaic power plants. Obviously, this is a tailwind or a general trend, and there is no way to reverse the tailwind.
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