Issue No.9 | INT’L ENERGY & ENVIRONMENT NEWSLETTER 國際能源與環境要聞資訊

本要聞資訊由京都律師事務所涉外業務部編輯整理。如果您無法查看鏈接中的文章，請告知我們，我們會通過郵件將PDF形式的文章發送給您。

This newsletter is compiled by the International Practice Group of King & Capital Law Firm. If you have difficulties in reading cited articles, please feel free to contact us. We will send you the sources in PDF form via email.

全球掀起天然氫開發熱潮

Global Surge in Natural Hydrogen Development

今年以來，全球對天然氫的興趣正在持續增強，從油氣巨頭到礦業公司再到風投機構和技術初創企業，都在爭相部署相關業務，力求在該市場“分一杯羹”。

去年5月，中國地質調查局油氣資源調查中心組織召開全國天然氫資源調查評價專題研討會。會議一致認為，天然氫作為一種新興可再生清潔能源，兼具綠色零碳和低成本的雙重優勢，具有廣闊勘探開發前景，開展全國天然氫資源調查評價工作具有重要戰略意義。

今年以來，國外有關天然氫的融資和勘探活動愈發頻繁和活躍。美國CNBC新聞網報道稱，俄氣、bp、力拓、福德士河等行業巨頭都在不同程度推動天然氫業務部署。

This year has seen a continuous surge in global interest in natural hydrogen.From oil and gas giants to mining companies,and from venture capital firms to tech startups,a wide range of players are scrambling to deploy related business activities,all aiming to capture a share of this emerging market.

In May of last year,the Oil and Gas Resources Survey Center of the China Geological Survey organized a national symposium on the investigation and evaluation of natural hydrogen resources.The meeting unanimously concluded that natural hydrogen,as an emerging renewable clean energy source,combines the dual advantages of being green and zero-carbon with low cost,and holds broad prospects for exploration and development.Conducting a nationwide survey and evaluation of natural hydrogen resources is of significant strategic importance.

This year,financing and exploration activities related to natural hydrogen abroad have become increasingly frequent and active.According to reports from CNBC,industry giants such as Gazprom,bp,Rio Tinto,and Fortescue are all advancing the deployment of natural hydrogen business to varying degrees.

資訊來源：

https://paper.people.com.cn/zgnyb/pc/content/202506/09/content_30078802.html

中國以精耕細作打破儲能“內卷”

Breaking the "Involution" in Energy Storage through Precision Cultivation

今年SNEC展會的儲能展區，巨型集裝箱儲能系統如鋼鐵森林般矗立，電芯容量紀錄一再被刷新——587Ah、684Ah、770Ah、1175Ah……不斷變大的數字背后，卻是一眾業者的慨嘆：“起步沒幾年就到了‘紅海’，競爭已到‘深水區’。”的確，當強制配儲取消、市場機制引入，儲能行業正在告別野蠻生長，趨于同質化的“內卷”式競爭困局已然浮現。

仔細分析不難發現，“內卷”的關鍵表征是技術路徑趨同。寧德時代、海辰儲能、億緯鋰能等巨頭紛紛押注500Ah以上超大容量電芯，并不斷突破能量密度的天花板。然而，當大多數“玩家”擠在相似技術的“賽道”上時，創新便很容易陷入“為升級而升級”的窄巷。有業內人士道出真相：“‘內卷’的原因就是同質化，大家都做類似的產品，爭奪同一類應用場景。”

當競爭維度壓縮，“價格戰”便成為最直接的武器，行業整體價值必然遭到侵蝕。而破“內卷”之道，就在于從粗放的“規模競技”轉向更精細的“場景深耕”。

At this year's SNEC exhibition,the energy storage area was dominated by massive container-based energy storage systems standing like a steel forest,with cell capacity records being continuously broken—587Ah,684Ah,770Ah,1175Ah...Behind these ever-increasing numbers,however,many industry players lamented,"After just a few years of development,we've already entered a'red ocean,'and competition has reached the'deep water zone.'"Indeed,as mandatory energy storage requirements are phased out and market mechanisms are introduced,the energy storage industry is moving away from its wild growth phase,and the dilemma of homogenized"involution"-style competition has already emerged.

A closer analysis reveals that the key manifestation o f"involution"is the convergence of technological pathways.Giants such as CATL,HEC,and EVE Energy are all betting on ultra-high-capacity cells above 500Ah and continuously pushing the limits of energy density.However,when the majority of"players"crowd into similar technological"tracks,"innovation can easily fall into the narrow alley of"upgrading for the sake of upgrading."An industry insider revealed the truth:"The reason for'involution'is homogenization—everyone is making similar products and competing for the same application scenarios."

As the competitive dimension is compressed,the"price war"becomes the most direct weapon,inevitably eroding the overall value of the industry.The way to break the"involution"lies in shifting from the extensive"scale competition"to a more refined"scenario cultivation."

資訊來源：

https://paper.people.com.cn/zgnyb/pc/content/202506/16/content_30080287.html

美國投資的電動汽車電池工廠如今面臨擱置

The U.S. invested in EV battery plants. Now they may be stranded

《華盛頓郵報》最近發表的一篇文章評論了特朗普政府近期立法對美國電動汽車（EV）生產供需關系的影響。根據榮鼎集團（Rhodium Group）的一份報告，隨著之前的電動汽車投資激勵措施（如“生產電池組件的稅收抵免”和“消費者稅收抵免”）面臨逐步取消的風險，“美國可能會擁有超出其需求的電池和電動汽車生產能力”。到2025年，國內的電池投資已經大幅下降；“2025年第一季度，企業取消了60億美元的電池生產計劃——創下了紀錄。”眾議院已經通過了一項法案，旨在“廢除《通脹削減法案》的大部分條款”。俄勒岡州參議員羅恩·懷德在最近的一次新聞發布會上表示：“美國數十萬個制造業工作崗位如今面臨危險……我個人認為，全國各地的項目正在被取消。”文章還指出，中國是一個“擁有足夠產能滿足全球電池需求的國家——并且可能正在尋找機會將這些產品傾銷到其他市場。”

A new article published in The Washington Post comments on the impact that recent legislations under Trump’s administration has had on the dichotomy between supply and demand regarding manufacturing of electric vehicles(EVs)in the United States.According to a report by the Rhodium Group,as previous incentives to invest in EVs such as the“tax credit for producing battery components”and the“consumer tax credit”are in danger of being phased out,“the United States is slated to have more battery and EV manufacturing than it needs.”In 2025,battery investment within the country has already decreased dramatically;“in the first three months of 2025,companies cancelled$6 billion in batter manufacturing–a record.”A bill has already been passed in the House whose aim is to“repeal most of the provisions”from the Inflation Reduction Act.Ron Wyde,a senator from Oregon,said in a recent news conference,“Hundreds of thousands of manufacturing jobs in the U.S.are now in danger…“My own view is that projects all over the country are being cancelled as we speak.”The article also notes that China,a“country[which]has enough manufacturing to meet the entire world’s demand for batteries–and may be looking to off-load them onto other markets.”

資訊來源：

https://www.washingtonpost.com/climate-environment/2025/06/19/electric-vehicle-battery-plants-us-manufacturing/

特朗普阻止加州電動汽車新規，這是其限制該州的最新舉措

Trump Blocks California E.V. Rules in Latest Move to Rein in the State

在傳出“特朗普總統周四簽署國會聯合決議，阻止加州逐步淘汰汽油動力汽車的努力”之后，《紐約時報》發表了一篇文章，探討這一舉措在未來可能對各州產生的影響，以及州官員可能采取的下一步措施以應對這項立法。這些決議“推翻了拜登政府的一項決定，該決定允許加州要求電動汽車在加州銷售的新車中所占比例逐步增加，直至2035年”，屆時預計將全面禁止“銷售新的汽油動力汽車”。這一決定引發了“加州的立即法律挑戰”，州長加文·紐森簽署了一項行政命令，“指示州官員尋找另一條路徑，推動該州司機轉向電動汽車，并鼓勵企業生產電動汽車”。紐森在一份聲明中表示：“特朗普對加州的全面攻擊仍在繼續，這一次他正在破壞我們的清新空氣以及美國在全球的競爭力。

Following news that“President Trump signed joint resolutions of Congress on Thursday that block California’s effort to phase out gasoline powered vehicles,”The New York Times published article on the state-level impacts this may have in the future and the possible next steps from state officials to combat this legislation.These resolutions“reversed a Biden administration decision that allows the state to require that electric vehicles make up a progressively larger share of new vehicles sold in California until 2035,”when a full ban on“the sale of new gasoline-powered care”was expected.The decision drew“immediate legal challenge”from the state of California,and Governor Gavin Newsom opened an executive order“directing state officials to find another path that would move the state’s drivers toward electric vehicles and encourage companies to make them.”In a statement given by Newsom,he said,“Trump’s all-out assault on California continues,and this time he's destroying our clean air and America’s global competitiveness in the process.”

資訊來源：

https://www.nytimes.com/2025/06/12/us/california-trump-electric-vehicle-waiver.html

推動電動汽車普及 加快“風光”發電建設 烏茲別克斯坦綠色轉型提速

Uzbekistan Accelerates Green Transition: Promoting Electric Vehicles and Speeding Up Renewable Energy Development

作為中亞地區經濟與人口大國，烏茲別克斯坦近年來在政策層面給予新能源產業大力支持，積極推動電動汽車、充電站等的普及，同時加速建設太陽能、風能等可再生能源項目，計劃到2030年將可再生能源發電占比提升至40%。業內認為，烏茲別克斯坦加速推進綠色轉型，正影響著自身乃至區域能源格局，并為面臨相似挑戰的新興經濟體提供了可借鑒的經驗。

國際能源署日前發布的《2025全球電動汽車展望》顯示，烏茲別克斯坦電動汽車銷量快速增長，已成為中亞地區電動汽車應用領軍者。

根據烏茲別克斯坦國家海關委員會最新數據，去年，烏茲別克斯坦燃油車進口量同比下降36.3%，在進口總量中占比降至44.2%；純電動汽車和混合動力汽車合計進口量占比約55.7%。不管是絕對進口數量還是在進口總量中占比，電動汽車都超越燃油車。

As a major economic and populous country in Central Asia,Uzbekistan has been providing strong policy support to the new energy industry in recent years.It has actively promoted the popularization of electric vehicles and charging stations,while accelerating the construction of renewable energy projects such as solar and wind power.The country plans to increase the share of renewable energy generation to 40%by 2030.Industry experts believe that Uzbekistan's accelerated green transition is not only transforming its own energy landscape but also influencing the regional energy structure.It also provides valuable experience for other emerging economies facing similar challenges.

The International Energy Agency's recently released Global EV Outlook 2025shows that Uzbekistan's electric vehicle(EV)sales are growing rapidly,making it a leader in EV adoption in Central Asia.

According to the latest data from Uzbekistan's State Customs Committee,last year,the import volume of fuel-powered vehicles in Uzbekistan decreased by 36.3%year-on-year,and its share in the total imports dropped to 44.2%.In contrast,the combined import volume of battery electric vehicles(BEVs)and hybrid electric vehicles(HEVs)accounted for approximately 55.7%of the total.In terms of both absolute import numbers and share in total imports,electric vehicles have surpassed fuel-powered vehicles.

資訊來源：

https://paper.people.com.cn/zgnyb/pc/content/202506/09/content_30078776.html

BII簽署超過3億美元協議，助力埃及加速綠色增長和能源轉型

BII signs over $300 million in agreements to accelerate green growth and Egypt’s energy transition

總部位于英國的開發銀行英國國際投資（Business International Investment，簡稱BII）近日宣布，已簽署總額超過3億美元的協議，以支持埃及的兩個開創性可再生能源項目。根據新聞稿，這兩個項目計劃由總部位于挪威的可再生能源解決方案提供商Scatec ASA開發，目標是“為國家電網增加超過2吉瓦的清潔能源容量，并減少約390萬噸二氧化碳排放”。其中一個項目名為蘇伊士灣風電場，是“一個價值12億美元的項目，也是非洲最大的陸上風電開發項目”，預計每年可發電4500吉瓦時。第二個項目將成為“埃及首個集成太陽能光伏（PV）和電池儲能系統（BESS）的項目”。此外，這兩個項目也是埃及實現其更大目標——到2030年42%的電力來自可再生能源——的重要進展。

Business Internation Investment(BII),a development bank based in the UK,recently announced that they had“signed over$300 million in agreement to support two pioneering renewable energy projects in Egypt.”According to the press release,both projects–which are planned to be developed by Scatec ASA,a renewable energy solutions provider based in Norway,aims to“add over 2 GW of clean energy capacity to the national grid and avoid approximately 3.9 million metric tonnes of CO2 emissions.”One project,called The Gulf of Suez Wind Farm,is“a$1.2 billion project and Africa’s largest onshore win development”and“expected to generate 4,500 GWh annually.”The second project will serve as“Egypt’s first integrated solar photovoltaic(PV)and battery energy storage system(BESS).”In addition,both projects serve as advancements towards Egypt’s larger goal to“generate 42%of its electricity from renewables by 2030.”

資訊來源：

https://www.bii.co.uk/en/news-insight/news/bii-signs-over-300-million-in-agreements-to-accelerate-green-growth-and-egypts-energy-transition/

相較于核能，蘇格蘭將優先發展可再生能源

Scotland to prioritise renewable energy over nuclear power

BBC新聞最近發表了一篇文章，報道了蘇格蘭現政府將“利用可再生能源能力”，而不是“昂貴的新核能”。本周早些時候，英國政府宣布對核能源進行幾項重大資金投資，包括“在薩福克的塞茲韋爾C項目投資142億英鎊，以及在東米德蘭茲的小型模塊化反應堆投資25億英鎊”。然而，蘇格蘭目前“實際上禁止新建核設施”而唯一“仍在運行的核電站，位于東洛錫安的托內斯核電站計劃在2030年前關閉”。根據代理能源部長吉莉安·馬丁的聲明，她重申了這一立場，認為專注于更多投資可再生能源是符合最佳利益的，因為可再生能源“生產成本更低，對消費者也更便宜”。一些反對禁令的批評者認為，禁令是“愚蠢的”，并將剝奪為當地經濟帶來“數萬個就業崗位”和“數千個學徒機會”的可能性，正如蘇格蘭大臣伊恩·默里所言。

BBC News newly published an article reporting on confirmation that the current Scottish administration will“capitalise on renewable energy capacity”as is opposed to“expensive new nuclear.”Earlier in the week,the UK government announced several significant funding investments in nuclear energy sources–namely in“investing￡14.2bn in the construction of Sizewell C in Suffolk and￡2.5bn in small modular reactors in the East Midlands.”However,Scotland currently“has an effective ban on new nuclear facilities”–and the only“remaining active nuclear power plant–at Torness in East Lothian…is scheduled to close by 2030.”According to statement from Gillian Martin,Acting Energy Secretary,she reaffirmed the stance that that it was in the best interest to focus more invest on renewable energy as it was“cheaper to produce and is also cheaper for consumers.”Some critics of the ban argue that the ban is“wrongheaded”and will remove the possibility of bringing“tens of thousands of jobs”and“thousands of apprenticeships,”to local economies,as was stated by Ian Murray,a Scottish Secretary.

資訊來源：

https://www.bbc.com/news/articles/ckgr82vqdvzo

Disclaimer: The information in this newsletter is provided for informational purposes only. The transmission and receipt of information contained in the document do not form or constitute an attorney-client relationship and shall not be regarded as legal advice or opinion.

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