能源市場(chǎng)變革之風(fēng)始興

據(jù)今日油價(jià)8月29日?qǐng)?bào)道，新冠肺炎疫情爆發(fā)讓世界各個(gè)行業(yè)的漏洞都顯現(xiàn)出來(lái)，尤其是能源行業(yè)。它突出了缺點(diǎn)和市場(chǎng)超越化石燃料方面的失敗，這不僅對(duì)政客們，而且對(duì)希望保持資金安全的投資者來(lái)說(shuō)，都應(yīng)該是一個(gè)巨大的危險(xiǎn)信號(hào)。目前市場(chǎng)處于一個(gè)不穩(wěn)定的狀態(tài)，如果能夠做出正確的選擇，那么，現(xiàn)在制定的政策，以及為未來(lái)選擇投資的技術(shù)，都有可能創(chuàng)造一個(gè)更可持續(xù)的世界。

近幾個(gè)月來(lái)，“新能源秩序”這個(gè)詞被人們反復(fù)提及，它并非一無(wú)是處。目前，世界及各個(gè)經(jīng)濟(jì)體都高度依賴不可再生的化石燃料資源。正如在3月份看到的那樣，當(dāng)油價(jià)在歷史上第一次轉(zhuǎn)為負(fù)值時(shí)，依賴石油的經(jīng)濟(jì)體遭受了毀滅性打擊，到目前，還有許多國(guó)家仍在艱難地恢復(fù)元?dú)狻?/span>

但現(xiàn)在，盡管前景黯淡，世界有機(jī)會(huì)做出真正有意義的改變。

這是否意味著完全放棄石油?絕對(duì)不是。石油仍然是世界能源結(jié)構(gòu)的重要組成部分，而且是許多經(jīng)濟(jì)體的重要組成部分。放棄石油將導(dǎo)致數(shù)十萬(wàn)人失業(yè)，不少國(guó)家將失去維持經(jīng)濟(jì)增長(zhǎng)所需的財(cái)政收入。然而，這并不意味著應(yīng)該在石油市場(chǎng)上全力以赴。

隨著刺激法案在世界各地推出，以創(chuàng)造就業(yè)機(jī)會(huì)，維持企業(yè)運(yùn)轉(zhuǎn)，有一些國(guó)家正在推動(dòng)新的綠色議程。從補(bǔ)貼到對(duì)太陽(yáng)能、風(fēng)能和其他可再生能源項(xiàng)目的投資，這種綠色項(xiàng)目推動(dòng)將在為更綠色的明天鋪平道路方面發(fā)揮至關(guān)重要的作用，并在此過(guò)程中刺激經(jīng)濟(jì)。

太陽(yáng)能和風(fēng)能將幫助陷入困境的美國(guó)降低公用事業(yè)費(fèi)用。政府對(duì)可再生能源行業(yè)的投資可以為那些迫切希望重返工作崗位的人創(chuàng)造數(shù)十萬(wàn)個(gè)就業(yè)機(jī)會(huì)。最重要的是，這些項(xiàng)目將有助于減少未來(lái)的碳排放，可能可以遏制迫在眉睫的氣候?yàn)?zāi)難的風(fēng)險(xiǎn)。

所有這些對(duì)投資者來(lái)說(shuō)也是好消息。雖然大型石油公司今年受挫，但像Enphase能源公司、特斯拉和Jinko 太陽(yáng)能公司這樣的清潔能源公司卻蓬勃發(fā)展。

就Jinko Solar而言，其股價(jià)從12.51美元的低點(diǎn)升至22.71美元，幾乎翻了一番。而Enphase Energy是世界領(lǐng)先的太陽(yáng)能技術(shù)公司之一，其股價(jià)在短短幾個(gè)月內(nèi)從3月的23.99美元的低點(diǎn)飆升至76.98美元的年度高點(diǎn)，股價(jià)上漲了220%，令人震驚。

然而，今年的亮點(diǎn)可能是特斯拉。這家全球電動(dòng)汽車巨頭的股價(jià)從3月份的361.22美元的低點(diǎn)飆升至今日備受關(guān)注的2277.48美元。

雖然并非所有的替代能源公司都取得了同樣的成績(jī)，但沒(méi)有一家化石燃料公司像上述這些公司一樣。

在市場(chǎng)上，可再生能源或許不像大型石油公司那樣光彩奪目，但很明顯，變革之風(fēng)正在刮起，投資者也開始注意到這一點(diǎn)。

王佳晶 摘譯自 今日油價(jià)

原文如下：

Which Is The Better Investment: Big Oil Or Renewables?

The COVID-19 pandemic has shot holes in every industry on the planet, but in particular, the energy industry. It has highlighted our shortcomings and our failures to move beyond fossil fuels in a way that should act as a giant red flag to not only the politicians in charge, but also investors looking to keep their money safe going forward. We are in a precarious position at the moment, and the policies enacted now, and the technology we choose to invest in for the future have the potential to create a more sustainable world if we make the right choice.

The “new energy order” is a phrase that has been tossed around a lot in recent months, but it’s not without merit. Currently, the world, and its various economies, is hyper-dependent on non-renewable fossil fuel resources. And as we saw back in March when oil prices turned negative for the first time in history, that’s not a good thing. Oil-dependant economies took a devastating blow - many of which are still struggling to bounce back.

But now, despite all of the doom and gloom, the world has the opportunity to make a truly meaningful change.

Does this mean giving up on oil entirely? Absolutely not. Oil is still a vital part of our energy mix - and moreover - a vital part of many-an-economy. Giving up on oil would leave hundreds of thousands of people jobless and entire countries without much-needed revenue to keep their economies growing.

That doesn’t mean we should go all-in on oil either, however.

As stimulus bills are rolled out across the world to create jobs, help sustain entire populations, and keep businesses afloat, there are a number of countries pushing a new green agenda. From subsidies to investments in solar, wind, and other renewable projects, this green push will play a vital role in paving the way towards a greener tomorrow. And help stimulate the economy in the process.

Solar and wind power will help lower utility bills for struggling Americans. Government investment in the renewable industry could create hundreds of thousands of jobs for people who are desperate to get back to work. And perhaps most importantly, these projects will help cut carbon-emissions going forward, allowing us to potentially curb the risk of looming climate disaster.

All of this is great news for investors, as well. While Big Oil stumbled this year, clean companies such as Enphase Energy, Tesla, and Jinko Solar have flourished.

Jinko Solar, for its part, saw its share price nearly double from a low of $12.51 to $22.71 at the time of writing.

Enphase Energy, one of the world’s leading solar tech companies, saw its share price jump from a March low of $23.99 to a yearly high of $76.98 in just a few months, representing a shocking 220 percent rise in its share price.

The story of the year, however, might be with Tesla. The global electric vehicle giant soared from a $361.22 low back in march to a headline-grabbing $2277.48 today.

While not all alternative energy companies have fared as well, there is not a single fossil fuel company that has defied the wider market like these examples.

Renewable energy might not have the glam & glitz of Big Oil’s history in the markets, but it’s clear the winds of change are blowing, and investors are beginning to take note.