In early November, the carbon number showed an attitude in several articles. If Trump was elected, it would have a significant impact on many industries including photovoltaic new energy.Judging from the specific actions of some enterprises, these concerns were gradually fulfilling, and some chain reactions even exceeded the prediction.
When Chinese photovoltaic enterprises abandon the factory in the United States in the stormy waves of geopolitics, even Europe led by Germany -this overseas market for photovoltaic new energy is basically basically basicallyThere are some subtle changes.
Except for the Middle East, the globalization of photovoltaic companies has encountered unprecedented tests. From North America to Europe, an invisible curtain is falling slowly ...
01 Climate disaster, it is difficult to change the current
Today, the 29th UN Climate Conference (COP29) Bayaku in Azerbaijan was officially opened.
This may be the United Nations Climate Conference with the least sense of existence in recent years -at least around the carbon number, those who are most concerned about environmental changes have not paid attention to thisNo one talks about it.People still seem to stay in the turbulence of Trumps return.
On November 7, the EU climate monitoring agency Copernicus Climate Change Service Bureau announced that the temperature data of the 10 months before 2024 shows that this year will become the most recorded since 1850 records.Hot years.One year ago, the tentative version of the "2023 Global Climate Report" released by the World Meteorological Organization on November 30, 2023 has announced that 2023 is "the hottest year in the history of human history."
The United Nations warned that the carbon emission reduction efforts of countries around the world are actually unable to control the heating of the earth within 1.5 ° C.
Trumps return has covered a shadow on the Global Summit.He has clearly stated that after returning to the White House, he will withdraw from the Paris Agreement as soon as possible to increase the mining of oil and natural gas in the United States, and at the same time, it will reduce the carbon emission reduction commitment in the United States.
At the COP28 conference held in Dubai, UAE, a year ago, more than 200 countries, including the United States, reached an unprecedented agreement in order, Decided not to use coal, oil and natural gas.
US Vice President Harris attended the COP28. The theme of her speech was "accelerating the realization of fair, fair, and orderly energy transformation."The promise made by the United States on COP28 is likely to become a waste paper during Trumps second term.
Compared with last year, this years conference is a bit deserted -leaders of many countries have given up the summit, and the upcoming US president Bayeon did not plan to go to Baku.Only a delegation led by John D. Podista, a senior consultant to the presidents international climate policy.
German Prime Minister Tsubitz, who participated in COP27 and COP28, did not participate in the COP29 this time.There are reasons for the absence of Shuerz.
02 Trump wins, and Germany
Most of the photovoltaic companies have not had much expectations for the US market.
However, there is a more disturbing news -Europe has changed.The German political situation recently turbulent, which is likely to have adverse effects on photovoltaic new energy.
On November 6, just a few hours after Trump was elected, a major event in German politics that had always been stable -German Chancellor OlafChan announced the fired Christian Lindner of Finance, saying "this is to prevent our country from being harmed."
Lindners dismissal has led to all resignation of the Minister of Liberal Democratic Party, leading to all the ministers of the Liberal Democratic Party.Habeck) and the Liberal Democratic Party (Lindner) ruling alliance announced disintegration.
Prime Minister Tsurtz said on Sunday (November 10) under the pressure of political and public pressure that he was willing to hold a trust vote early before Christmas.This is considered to pave the way for early elections.
Prior to this, the German political situation was very stable, and its power was mainly rotated between the Social Democratic Party and the Conservative Partys Christian Democratic Alliance.For 16 years in ruling in Germanys leader, Angilla Merkel, has maintained stability on the European stage, although other leaders come and go.In the Merkel era, his relationship with Trump was famous.
As the largest economy in Europe, Germany has experienced major problems in the economy. Last year, the first time the economy had shrunk since the outbreak of the new crown epidemic.
In the past five years, the German economy has only increased by 0.2%. In contrast, the growth rate of 20 countries in the euro zone is 4.6%, France is 4.1%, Italy is the5.5%.
There are many reasons for German economic stagnation.Due to the continuous impact of the energy crisis caused by the Russian and Ukraine conflicts, German energy -intensive companies have been impacted.There are also many structural problems in Germany, including Angs labor cost, rapid aging, tedious bureaucracy, and outdated infrastructure.
In addition, Germany is facing competition from Chinese companies in the manufacturing of some major export products, which has a impact on the automotive industry in Germany.Volkswagen, the largest manufacturer in Germany, is considering closing its domestic factories for the first time to end its 87 -year history.
03 Germany may be turned to nuclear energy
Friedrich Melz
The key is, who is possible to replace Tsold?
According to the current public opinion survey, Freudei Melz, the leader of Conservative Christian Democratic Alliance (CDU), is likely to become the next Prime Minister of Germany.Melz threatened that unless Tsutz agreed to vote in the next few days, he would refuse to refuse all the support of the current governments current legislation -this will effectively paralyze the German government.
Compared with photovoltaic wind power, conservative Christian Democratic Alliance actually supports nuclear energy.After the Fukushima nuclear accident in 2011, some changes in the partys position.During the German Chancellor Merkel, he directly announced that Germany would no longer use nuclear energy.The last reactor in Germany was finally closed in March 2023.
However, the partys position has changed again, calling for the construction of a new reactor.Friedrich Melz, the leader of the Christian Democratic Alliance, once said that closing the last batch of reactors was "the dark day of Germany."Melz has always called for the country to restart three recently closed three power plants for climate protection and rising oil and natural gas prices.
Melz said that Germany should not "unilaterally" rely on wind and solar energy as energy supply, but should use all possible hair energy.
"I even believe that if we do it right, one day we can remove the wind turbine because they are ugly and not suitable for the landscape," the Christian Democratic Alliance (CDU)Politician said.
He said in a political talk show in a Public Broadcasting Corporation in Germany (ZDF) public broadcasting companies that wind energy "is a transition technology" but he did not reveal that he thought the wind turbine machineWhen will the specific details be demolished.
Compared with photovoltaic wind power, Melz is more inclined to bet on controllable nuclear fusion.
Robert Habeck Germanys current Deputy Prime Minister and the Minister of Climate Action of Federal Economic Affairs and Climate Action
In addition to Melz, in order to meet the elections in advance, the party factions have begun campaigns.Germanys current Economic Minister of Economy Robert Habeck announced on Friday that he intends to run as the number one candidate for the Green Party.According to the current public opinion investigation, Habeck has a small chance of winning, but the Green Party may join the next governance alliance as a small partner.
Habecks attitude towards Chinese new energy companies is not friendly. The representative event is that, with the so -called "data security" cause, he expresses ""Anxual", which directly led to the EUs survey of anti -subsidy surveys of Mingyangs intelligence, which led to this 270MW German fans large order thoroughly. End
