道达尔18亿欧元绿电大交易：并购壳牌欧洲可再生能源，KKR重仓入局背后的能源投资新逻辑
2026年8月3日，道达尔能源同日完成两笔欧洲可再生能源大交易：整体收购壳牌欧洲陆上绿电业务，同时将1.2吉瓦资产组合50%股权以18亿欧元估值售予KKR。一买一卖之间，全球能源投资逻辑正发生深刻变化——油气巨头加速资本循环，保险与私募等长
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能源即时价 | 国际油价两日暴跌6%后重回80美元上方：OPEC+增产与中东和谈拉锯主导全球行情
8月5日，国际油价在两日暴跌逾6%后强势反弹重回80美元上方。美伊和谈预期与红海袭击事件交替主导行情，欧佩克+连续第六个月增产却难撼地缘定价逻辑。东亚LNG现货走强、欧洲气价高企、日本电价大涨30%，全球能源即时价进入高波动区间。本文复盘行
老挝光伏投资升温：中资项目密集落地 "东南亚蓄电池"战略打开长期价值新窗口
8月初，大唐集团督导老挝纳磨光伏项目并锚定9月底开工，中国煤科100MW项目同步落地，中广核百万千瓦级山地光伏已投运——老挝光伏进入集中落地期。本文从政策、电网、需求三个维度解读"东南亚蓄电池"战略下的光伏投资逻辑，分析为什么投能源的长期价
Energy Spot Price | Laos July electricity price surges 91.5% YoY, energy costs overtake exchange rate as new inflation engine
Lao Statistics Bureau: July 2026 CPI rose 7.6% YoY; electricity +91.5% YoY (top driver), fuel +30%, housing/utilities +2
A Decade of Global Energy ROI Shifts: New Energy Assets Outperform Traditional Oil & Gas, Asia-Pacific Leads—Why Invest in Energy's New Logic
Latest H1 2026 data shows global renewable energy asset ROI has surpassed traditional fossil fuels for the third consecu
Energy Spot Price | International Oil Price Breaks Below $70 Mark, Global Economic Slowdown Expectations Weigh on Market
On August 6, 2026, international oil prices tumbled, with Brent crude dipping below $70/barrel to an 18-month low. Globa
Global Offshore Wind Investment Hits Record High, Asia-Pacific Becomes Core Growth Engine
In the first half of 2026, global offshore wind investment exceeded $62 billion, a record high, with the Asia-Pacific re
2026 Global Energy Investment Landscape Reshaped: Why Is Asia-Pacific Capital Accelerating into Green Assets?
In the first half of 2026, global energy investment continued to tilt toward clean energy, with the Asia-Pacific region
Energy Spot Price | Asia-Pacific Thermal Coal Price Surges 12% in a Single Week, Driven by Heatwave Demand and Tight Indonesian Supply
In the first week of August 2026, Asia-Pacific thermal coal spot prices surged over 12% week-on-week, hitting a near thr
Global energy storage investment may exceed $80 billion in 2026: Why invest in energy enters a new growth phase
Global energy storage investment is projected to exceed $80 billion for the first time in 2026, with grid-scale and comm
Energy Spot Price | Asia-Pacific LNG Spot Price Surges 18% in a Week Amid Heatwave and Supply Disruptions
Driven by persistent high temperatures and unexpected maintenance at Australian LNG facilities, the Asia-Pacific liquefi
老挝万象能源实战营落幕：智慧能源管理驱动亚太绿色转型
2026年8月2日，老挝亚太能源实战营在万象圆满落幕。本次实战营聚焦智慧能源管理、碳捕集与可再生能源整合，汇聚多国能源专家，通过实战案例演示节能降耗技术。老挝作为东盟水电枢纽，正通过此类培训加速本地能源人才建设，推动绿色转型。
老挝风电蓄势待发：亚太能源版图上的新支点
随着全球能源转型加速，老挝正从“水电王国”迈向多元化可再生能源大国。2026年7月，万象省风电项目正式并网，标志着该国风电布局进入新阶段。本文深度解析老挝风电发展机遇、政策支撑与投资前景，展示这一内陆国家如何在亚太能源版图中占据关键位置。
东盟电网扩容提速 老挝水电出口迎黄金期
2026年8月1日，东盟能源部长会议在老挝万象闭幕，四国签署跨境电力贸易协议，计划到2030年将东盟电网输送能力提升至20吉瓦。老挝作为东南亚最大水电出口国，将进一步巩固'东南亚电池'地位，区域能源互联与可再生能源融合发展迎来新格局。
能源即时价 | 老挝水电出口价格创近三年新低，亚太绿电交易格局加速重构
2026年7月，老挝水电出口量创历史同期新高，月均即时价降至近三年最低。雨季满发叠加跨境输电扩容，区域绿电供需格局生变。本文深度剖析老挝水电价格走低背后的博弈，以及对泰国、越南等买家的战略意义，并展望能源即时价数据在投资决策中的价值。
