Kev hloov pauv hauv lub ntiaj teb niaj hnub no feem ntau nrawm thiab kiv taub hau. Cov thev naus laus zis uas zoo li ib qho tseem ceeb rau peb lub neej tuaj yeem, hauv qhov zoo li qhov tam sim no, dhau los ua qhov tsis tseem ceeb thiab tsis cuam tshuam.
Lub zog yog ib txoj haujlwm uas kev tsim kho tshiab thiab cov tswv yim tshiab tseem ceeb heev, raws li lub teb chaws thiab cov tuam txhab sim nrhiav txoj hauv kev los hloov mus rau hauv zej zog raws li kev rov ua dua tshiab xws li cua thiab hnub ci es tsis yog fossil fuels xws li thee, roj thiab natural gas.
Thaum lub rooj sib tham ntawm lub rooj sib tham World Economic lub lim tiam dhau los hauv Davos, Switzerland, ib tus kws tshuaj ntsuam tau qhia nws qhov kev ntshai tias kev ua lag luam tsis zoo li tau kawm los ntawm lwm qhov kev hloov pauv thev naus laus zis.
Thomas Hohne-Sparborth, tus thawj coj ntawm kev tshawb fawb txog kev ruaj ntseg ntawm Lombard Odier, tau hais txog qhov kev hloov pauv loj uas tshwm sim hauv thaj chaw qis thiab xoom-carbon technologies thiab, los ntawm kev txuas ntxiv, cov zej zog dav.
Hohne-Sparborth tau hais tias "Peb tau pom kev hloov pauv kev lag luam yav dhau los, suav nrog kev hloov pauv hluav taws xob yav dhau los," Hohne-Sparborth tau hais. "Qhov peb pom tam sim no yog kev hloov pauv tag nrho ntawm peb txoj kev lag luam."
"Txoj kev xav tau ntawm peb txoj kev lag luam, txoj kev peb lub zog tsheb, txoj kev peb ua kom sov peb lub tsev, txoj kev peb siv zog hauv kev lag luam - txhua yam yuav tsum tau hloov pauv."
Peb yog, Hohne-Sparborth tau hais tias, "saib cov peev txheej xav tau hauv ntau lab lab daus las."
Thaum nws los txog rau kev hloov hluav taws xob, cov nyiaj tau los sib tham yog qhov tseem ceeb. Xyoo tas los, International Energy Agency's "World Energy Outlook 2022" tsab ntawv ceeb toom tau hais tias kev siv hluav taws xob huv tuaj yeem ua tiav rau tshaj $ 2 trillion toj xyoo los ntawm 2030, nce ntau dua 50% piv rau hnub no.
Raws li kev sib tham hauv Davos - uas tau hloov kho los ntawm CNBC's Joumanna Bercetche - tau nce mus, Hohne-Sparborth tau nug yog tias lub zog huv tam sim no pheej yig ntawm qhov ntsuas qhov xav tau.
Cov lus teb rau lo lus nug no yog, nws teb tias, "hloov sai heev, thiab hnub no kuv xav hais tias, yog, nws tau dhau los ua qhov pheej yig tshaj plaws ntawm lub zog."
"Qhov kuv xav tias kev lag luam loj yog qhov tsis txaus ntseeg tsuas yog qhov kev hloov pauv no nthuav dav," nws hais ntxiv, piav qhia tias cov lus qhia tuaj yeem kawm los ntawm keeb kwm.
"Peb tau ua qee yam haujlwm saib cov kev hloov pauv thev naus laus zis yav dhau los, txawm hais tias nws yog kev saws me nyuam, ntawm cov xov tooj ntawm tes - txhua yam tseem ceeb ntawm cov thev naus laus zis tshiab ntawm infrastructure."
Tag nrho cov kev hloov pauv tau muaj, Hohne-Sparborth tau sib cav, "yuav ua raws li tus qauv zoo sib xws. Lawv nthuav tawm qeeb heev ... thiab tom qab ntawd qhov kev hloov pauv tiav nyob rau hauv ib ncua ntawm 10 txog 20 xyoo. "
"Txawm li cas los xij yog tias koj saib niaj hnub no ntawm qhov kev lag luam xav tau - ntev npaum li cas nws yuav siv sijhawm peb los tsim hluav taws xob peb lub tsev, kom hluav taws xob rau peb cov tsheb thauj khoom - lub sijhawm tseem muaj ntev dua."
Rau Hohne-Sparborth, nws tsis zoo li tau txais los ntawm qhov ntawd, "thaum lub tshuab tshiab, zoo tshaj plaws tshwm sim, uas dhau los ua tus nqi sib tw, qhov kev nthuav tawm tuaj yeem tshwm sim sai heev."
Kev hloov pauv loj
Kuj tseem tshwm sim ntawm CNBC vaj huam sib luag yog Andrés Gluski, CEO ntawm lub zog ruaj khov AES.
Nws tau hais tias "Qhov peb tab tom ntsib ... yog qhov kev hloov pauv loj," nws hais ntxiv tias tam sim no rov ua dua tshiab tau sawv cev "qhov pheej yig tshaj plaws ntawm lub zog, feem ntau."
"Qhov teeb meem yog lub peev xwm - ua li cas koj khaws lub teeb ntawm 24/7 - thiab qhov ntawd yog qhov uas koj yuav tsum siv cov roj teeb lithium-ion txhua hnub."
Tshaj tawm ntawm nws lub ntsiab lus, nws tau mus hais txog qhov tseem ceeb ntawm kev siv ntau yam thev naus laus zis.
"Yuav kom tau mus rau qhov ua tiav decarbonization peb yuav xav tau ntsuab hydrogen, peb yuav xav tau me me modular nukes, thiab lwm yam."
"Thiab kuv kuj pom zoo heev tias qhov peb xav tau yog rau kev rov ua dua tshiab kom ntau dua li kev sib tw xwb - zoo dua kom peb txo cov nqi, [thiab] sib npaug hauv qhov zoo."
"Thiab qhov ntawd yog qhov ncaj ncees yam uas cov tuam txhab lag luam xav tau ntau heev, thiab ntau tus neeg siv khoom."
Tau qhov twg los: https://www.cnbc.com/2023/01/24/analyst-sees-market-making-a-big-mistake-with-the-energy-transition.html