印度清洁能源热潮遏制了煤电增长
India's Clean Energy Boom Halts Coal Power Growth

原始链接: https://www.zerohedge.com/energy/indias-clean-energy-boom-halts-coal-power-growth

50多年来,印度以煤炭为基础的发电量在2024年上半年至2026年中期期间首次保持平稳。根据能源与清洁空气研究中心(CREA)的分析,尽管电力需求不断增长,但由于非化石燃料能源创纪录的增长,这种停滞现象得以出现。 尽管取得了这一进展,煤炭在印度的能源战略中仍处于核心地位,占总发电量的三分之二左右。该国继续优先考虑能源安全,特别是为了防止极端热浪期间出现停电。因此,印度仍在大量投资于化石燃料,目前有43吉瓦的新增煤电产能正在建设中。 虽然向可再生能源的转型正在加速,但政府官员强调,至少在未来二十年内,煤炭仍将是印度能源结构中的关键支柱。当前的战略重点是在快速扩大清洁能源的同时,持续、可持续地利用煤炭,以满足该国不断增长的工业和电网需求。

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原文

Authored by Tsvetana Paraskova via OilPrice.com,

India's coal power generation did not grow between the first half of 2024 and the first half of 2026, for the first such two-year period in over 50 years in which coal power has remained flat in the world's second-largest coal consumer, a new analysis by the Centre for Research on Energy and Clean Air (CREA) for Carbon Brief showed.

"The period from the first half of 2024 to the first half of 2026 saw the largest increase in non-fossil power generation on record in India," Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air (CREA), wrote in the analysis.

Moreover, the clean energy boom led to the first time in more than 50 years that India has seen no growth in coal power generation over a two-year period, even as electricity demand grew overall.

Despite the record clean energy growth, India continues to pursue major capital investments in fossil fuels, including new coal-power capacity, plans for conversion of coal-to-chemicals, and efforts to boost domestic coking coal production for the steel sector, CREA noted.

A total of 43 gigawatts (GW) of coal-power capacity was under construction in India as of the end of June 2026, according to the analysis.

Overall coal-fired capacity installations in India continue to rise, and coal remains a key pillar of India's electricity mix - about two-thirds of total power output.

Despite booming renewable capacity additions, India continues to rely on coal to meet most of its power demand as authorities also look to avoid blackouts in cases of severe heat waves.

Coal will still be a key part of India's power system for the next two decades, Rajnath Ram, adviser for energy at the government policy think tank, NITI Aayog, said at the end of last year.

"We cannot be subjective about coal. The question is how sustainably we can use it," the official noted.

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