Japan's Nuclear Crisis: The Unexpected Treasure of the “Landscape” Industry?

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Japan's Nuclear Crisis: The Unexpected Treasure of the “Landscape” Industry? Japan’s nuclear power plant crisis caused by the earthquake has brought a strong impact on the development of energy in the world. The disputes over the use of nuclear energy over the years have been amplified by the crisis. The development of nuclear power is destined to stagnate for a long period of time. New generations of photovoltaics, wind power and biomass appear to have taken the opportunity to gain superior opportunities.

Once again, nuclear power has been "softly bent" by an infinite supply of clean energy. This is the impression that nuclear power has always left on people. But people will not forget the human tragedy that occurred in Chernobyl in the former Soviet Union. The security issue has always been the trembling leg of nuclear power when faced with doubts. Unfortunately, this time it has fallen again. This is also a wake-up call to other countries in the world that are committed to the development of nuclear energy, including China.

At the just-concluded two sessions, Premier Wen Jiabao stated in his government work report that by 2020, China’s clean energy share should account for 15% of total energy, nearly double the current level. As the main force in clean energy, China’s nuclear power is also entering a period of rapid development. There are more than 60 nuclear power plants currently under construction in the world, and China accounts for nearly half. The "Twelfth Five-Year Plan" further stated that in the next five years, nuclear power will be efficiently developed on the basis of ensuring safety. Among them, the development of nuclear power in the coastal provinces will be accelerated, and the construction of nuclear power in the central provinces will be steadily advanced. The construction of nuclear power will start to reach 40 million kilowatts.

It was precisely at the end of the two sessions that a major earthquake in Japan occurred. The development of the entire nuclear power industry in China is also bound to face a comprehensive and in-depth review of the security aspect, but the overall direction of development will not easily be changed.

Lin Boqiang, director of the China Energy Economic Research Center at Xiamen University, believes that as an important part of clean energy, the development of nuclear power should not be completely suspended due to a nuclear accident in Japan. In particular, the proportion of fossil energy in China at this stage is as high as more than 90%. The pressure is enormous. Therefore, the development of nuclear power is still the path that China's energy must take. However, security will obviously be put to a higher position.

Previously, both China Guangdong Nuclear Power and China National Nuclear Corporation responded and stated that their nuclear power plants that have been put into operation or under construction have fully considered natural disasters such as earthquakes, tsunami, and storm surges at the site selection and design stage, and have set up effective anti-defense giants. Waves on seawalls, nuclear power plant safety analysis reports have passed the strict review of the National Nuclear Safety Administration. Hu Zhaoguang, deputy dean of the State Grid Corporation of Economics and Technology in Beijing, said that in the future, the construction of nuclear power plants will put the safety of nuclear power plants even higher, including the site selection of nuclear power plants, drawing on Japan’s situation and away from densely populated areas.

Lin Boqiang emphasized that the dispute over China's development of nuclear power will be even more intense. It is difficult to say whether the entire nuclear power strategy will change as a result. It depends on the further development of the nuclear accident in Japan. However, China will be more selective in terms of site selection and approval. Be careful and careful.

Photovoltaic, wind power "accidental" profitable saying that the crisis was born with vitality. Of course, the space for development of other types of new energy sources from this nuclear accident is not worth boasting. However, since the earthquake occurred, the new energy industries such as wind power and photovoltaic have all received consistent and optimistic views. Investment analysis agencies have stated that the Japanese nuclear crisis will prompt the countries of the world to develop the new energy industry and will re-evaluate and position them based on an in-depth review of their own nuclear energy plans. The future development will focus on photovoltaics, Wind energy and other new energy sources that are not yet fully mature but are safe and reliable.

According to analysis, the global PV, wind and biofuels industry revenue has increased from 139.1 billion US dollars in 2009 to 188.1 billion US dollars in 2010, an increase of 35%; by 2020, photovoltaic, wind power and biofuel industry revenue is expected to double. After the outbreak of the nuclear crisis in Japan, with the increasing emphasis on photovoltaics and wind energy in various countries of the world, the rapidly developing "wind" industry will gain further speed.

This is clearly reflected in the financial market. After the earthquake and the nuclear power plant crisis, only the major new energy companies listed in the United States have risen sharply. Among them, photovoltaic companies Yingli green energy rose nearly 8%. Although the overall trend of the broader market has been affected for the next few days, investors are optimistic about photovoltaics. The non-nuclear power clean energy sector may become the focus of the market in the short term. Analysts from investment banks such as Goldman Sachs stated that Japan’s shutdown of nuclear power plants means that it needs to import more oil and gas. As the world’s third-largest oil consumer, this move is bound to further push up international oil prices. And if other countries continue to follow up, a huge energy gap will create new variables in the international energy market. Therefore, countries may turn to photovoltaics, wind energy and other new energy fields to find solutions. Among them, photovoltaic, wind power, hydropower, and biomass power generation will be favored. Among them, photovoltaics and wind power have features such as high safety, abundant storage capacity, stable quality of emission points, and a broader development space, which may be further appreciated by governments of all countries.

According to media reports, Germany, the United Kingdom and France have now begun to plan to support photovoltaic, wind power and other safe new energy sources. German Foreign Minister West suggested that the government should start turning energy development into clean energy such as wind power and photovoltaics. Areas such as Bavaria and Black Forest that have announced the shutdown of nuclear power plants have begun plans to build new wind energy and photovoltaic projects; the United Kingdom will also promote the government's support policies for photovoltaic and wind power industries; while France has announced that it will install a maximum annual PV installation capacity. Raised to 5 million watts.

Chinese companies should calmly face "good things"

In the opinion of public opinion on the consistent good expectations of photovoltaic and wind energy, many of the world's major photovoltaic and wind energy manufacturers have begun to further expand the production of the action. As one of the world's leading producers of photovoltaics and wind power, China’s new energy companies have also begun to make adjustments.

Gao Jifan, chairman of Trina Solar, said recently that the Japanese nuclear power plant crisis may bring new opportunities for the solar industry. He also expects that Trina Solar's sales of solar equipment will increase by 50% per year over the next five years, and it is expected to complete sales of $8 billion to $10 billion by 2015. Companies such as Shandong Linuo Group will also develop and increase production capacity year by year in order to capture the huge demand potential of the market.

However, in the face of unexpected advantages, there are companies that do not care. Yingli Group told this newspaper that the company will treat the nuclear power incident in Japan calmly and will not easily change the development plan for the company until 2015.

Some industry experts pointed out that while wind energy and photovoltaic have received increasing attention, they are still not mature in terms of the current level of technological development and marketization. The use of nuclear energy, despite the temporary setbacks due to the crisis, the long-term and stable energy supply, and the maturity of technology and industrialization are far ahead of the rising stars of wind, light, and biomass, and the country’s energy development The strategic direction is also relatively long-term and stable. In the current situation in which the world is facing depletion of energy, nuclear power still has strategic value that cannot be ignored. Therefore, China's wind power photovoltaic companies should calmly face this "unexpected wealth," based on technological innovation, and steadily increase production capacity to ensure the healthy and comprehensive development of the industry.

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