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一场或许是人类自有能源使用记载以来最庞大、最深刻也最为惊心动魄的能源新技术革命正在无声无息中袭来!今年1月25日,美国奥巴马政府发布了《复兴计划进度报告》,宣布未来3年内将可再生能源的产量增加一倍,运用贷款和其他财政手段来为清洁能源项目调动1000亿美元的私人投资,同时为美国家庭安装4000万个智能电表。紧接着,白宫又宣布,到2015年美国国内混合动力汽车的销量将达到100万辆。2月11日,美国参议院通过了奥巴马政府提出的8380亿美元经济振兴方案,其中有一半以上被认为将涉及能源产业投资。仅仅5天后,奥巴马向国会提交了总额为3.6万亿美元的2010财政年度预算案,重心同样放在限制温室气体排放的能源和气候改革计划。这一连串大手笔都是在美国首任黑人总统奥巴马宣布就职后的一个月内密集推出的,其用意和“野心”绝不简单。在能源战略专家武建东教授看来,这些举措的背后其实隐伏了一个更宏大的主题,即借助清洁能源的推广、智能互动电网的构建以及能源通货的再造来催动一场新能源革命。和100多年前煤炭、石油等化石能源的崛起时代有所不同的是,呼之欲出的这场新能源革命,需要转变整个能源利用方式,以可再生能源重构人类使用能源的创新体系,继而催生一轮以能源为主导的全球新技术、新产业变革,最终实现全球分工体系的大“换血”和全球利益的大重组。在这样一个关键时刻,中国究竟该如何找到自己的坐标?由美国奥巴马政府主导的这场新能源革命其内在逻辑又是怎样?以化石能源为基础构建的全球现行能源体系又能给中国带来什么契机呢?
One may be the biggest, deepest and most alarming energy revolution since the record of human energy use. The new technology revolution is quietly struck! On January 25 this year, the Obama administration of the United States released the Progress Report on the Renaissance Plan, Announced that it will double its production of renewable energy in the next three years and use loans and other financial means to mobilize $ 100 billion in private investment in clean energy projects and install 40 million smart meters for American households. Then, the White House also announced that by 2015 the United States will have sales of hybrid vehicles will reach 1 million. On February 11, the U.S. Senate passed the $ 838 billion economic stimulus package proposed by the Obama administration, of which more than half are considered to be involved in energy industry investment. Just five days later, Obama submitted a total of 3.6 trillion U.S. dollars to the budget of the FY2010 budget, the same focus on energy and climate reform plan to limit greenhouse gas emissions. This series of generous gestures were intensively launched within a month after the first Negro President of the United States was announced, and his intentions and ambitions are by no means simple. In the view of Professor Wu Jiangdong, an energy strategy expert, behind these initiatives, there is actually a broader theme that motivates a new energy revolution through the promotion of clean energy, the construction of an intelligent interactive power grid and the reengineering of energy resources. Unlike the rise of fossil fuels such as coal and oil more than 100 years ago, this new energy revolution is about to emerge that needs to be transformed through the use of energy to rebuild an innovative system of human energy use by renewable energy, The round of energy-led global new technologies and new industries will eventually lead to a major restructuring of the global system of division of labor and a global reorganization. At such a crucial moment, how should China find its own coordinates? What is the internal logic of this new energy revolution dominated by the Obama administration in the United States? The current global energy system based on fossil fuels can bring to China as well What opportunity?