海外地热发电产业发展现状及中国能源企业潜在机会

Status of Overseas Geothermal Power Generation and Opportunities for Chinese Energy Companies

“双碳”目标背景下,地热能因其清洁环保、稳定性好、可循环利用等优点成为当今能源界的“新宠”。文章从板块构造学说的角度,系统阐述全球地热资源的分布特征,分析介绍海外地热发电产业的发展现状。在此基础上,开展海外地热发电发展潜力及前景预测分析,重点对美国、印度尼西亚、土耳其、肯尼亚和冰岛5个国家地热发电现状和政策环境进行了对比分析。提出中国能源企业应在国家“一带一路”倡议背景下,优选地热资源丰富、国家双边关系和谐、电力需求大、地热发电支持政策多的国家来开展工作。在条件成熟的情况下,中国能源企业可以通过收并购的商业模式掌握一些优质的地热发电项目,快速打开国外地热发电市场。

Under the"Dual Carbon"goal,geothermal energy has become a new favorite in today's energy industry because of its advantages of clean and environmental protection,good stability and recyclability.From the perspective of plate tectonics,this paper systematically expounds the distribution characteristics of global geothermal resources.It comprehensively introduces the development status of overseas geothermal power generation industry.On this basis,the development potential and prospect prediction analysis of overseas geothermal power generation were carried out.It takes five major countries,including The United States,Indonesia,Turkey,Kenya and Iceland,to make comparative analysis of geothermal power generation status and industrial environment.Chinese energy enterprises should give preference to countries with abundant geothermal resources,harmonious bilateral relations,large electricity demand and great geothermal power generation policy support under the national strategy of"the Belt and Road".When conditions permit,Chinese energy companies can also master some high-quality geothermal power generation projects through M&A,and quickly open up the foreign geothermal power generation market.