全球最潔淨能源市場趨勢 核融合聚變(fusion)市場預計將達到 40兆美元(1200兆台幣)

日期:2022/09/25   IA   

Nuclear fusion market could achieve a $40 trillion valuation   

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Bloomberg Intelligence December 28, 2021 (美國最著名 彭博情報 2021 年 12 月 28 日

全球最潔淨能源市場趨勢 核融合聚變(fusion)市場預計將達到 40兆美元(1200兆台幣)Bloomberg Intelligence  (↑詳細內容 敬請點入)

全球最潔淨能源 核融合聚變(fusion)市場估值有望達到 40 萬億美元 美國最著名 彭博情報 2021 年 12 月 28 日

該分析由 Bloomberg Intelligence 主題策略師 Mike Dennis 提供。 它首先出現在彭博情報。

通過核聚變實現淨能源——產生的能源超過使用的能源 —— 即將實現,這對於 15 萬億美元(15兆美元)的全球能源市場和 GDP 來說將是重要的。 推斷 特斯拉等改變遊戲規則的科技倍數意味著潛在的 40 萬億美元(40兆美元估值。 ChevronENI 是追逐這一全球最潔淨能源突破的公司之一,其中幾家公司預計在五年內取得成功。

Achieving net energy through nuclear fusion -- producing more energy than it uses -- is on the horizon

Nuclear fusion market could achieve a $40 trillion valuation
Bloomberg Intelligence December 28, 2021
This analysis is by Bloomberg Intelligence Thematic Strategist Mike Dennis. It appeared first on the Bloomberg Terminal.

Achievement of net energy — where energy produced exceeds the energy used — via nuclear fusion is nearing and would be momentous for the $15 trillion global energy market and GDP. Extrapolation of game-changer tech multiples like Tesla implies a potential $40 trillion in valuation. Chevron and ENI are among those chasing this clean energy breakthrough, with several expecting success within five years.

核聚變可以在地球上複製,它可以提供幾乎無限的清潔、安全和負擔得起的能源,以滿足世界的能源需求。

核聚變和等離子體物理研究在 50 多個國家進行,並且在許多實驗中成功地實現了聚變反應

      READY FOR MARKET LEADERS WHO SEE GLOBAL TRENDS.
THE FUSION MARKET IS EXPECTED TO REACH $40 TRILLION 

為看到全球趨勢的市場領導者做好準備。全球最潔淨能源 核融合劇變市場預計將達到 40萬億美元(120兆台幣)。

市場開發諮詢委員會指導公司設計實用且引人注目的聚變能源
我們務實的聚變能源方法吸引了尋求對清潔能源投資組合進行低風險投資的投資者。 與其他能源相比,聚變的經濟可行性,其中許多能源的技術成本已經下降。 我們與電力行業複雜、多層網絡的領導者深入合作,以確保我們的產品滿足他們的實際需求。

Market Development Advisory Committee guides the company’s efforts to design a practical and compelling fusion energy .
Our pragmatic approach to fusion energy captivates investors seeking a low-risk investment in a clean energy portfolio. The economic viability of fusion compares to other energy sources, many of which have seen technology costs come down. We are deeply engaged with leaders in the complex, multi-layered networks of the electricity sector to ensure our product meets their real-world needs.

 

核融合聚變,現在是一個的工程問題
 

由意大利石油巨頭 ENI 支持並與麻省理工學院有聯繫的初創公司 Commonwealth Fusion Systems 投資 18 億美元,這表明人們對融合的興趣日益濃厚,私人投資應該會加快進展。 至少 40 億美元已投資於 35 個項目,重點是解決維持聚變反應的工程挑戰。 英聯邦首席執行官鮑勃·穆加德(Bob Mumgaard)表示,聚變反應堆預計將在五年內實現淨能量。 有幾個項目接近能源收支平衡。 2021 年,美國政府資助的國家點火設施報告的 Q(能源輸出)為 0.7,不包括運行設施和冷卻的成本。

聚變項目通過激光、磁鐵和壓縮等各種技術解決了試圖避免能量損失的問題——以及隨之而來的等離子損失。

Fusion proven, now a complex engineering problem
A $1.8 billion investment in startup Commonwealth Fusion Systems, backed by Italian oil major ENI and tied to MIT, shows the heightened interest in fusion, and private investment should speed progress. At least $4 billion has been invested in 35 projects focused on solving the engineering challenge of maintaining the fusion reaction. Fusion reactors are expected to achieve net energy within five years, according to Bob Mumgaard, Commonwealth’s CEO. Several projects are close to that energy break-even. In 2021 the U.S. government-funded National Ignition Facility reported a Q (energy output) of 0.7, excluding the cost of running facilities and cooling.

Fusion projects approach the problem of trying to avoid loss of energy — and with it, plasma — from fusion via various technologies such as lasers, magnets and compression.

 

350年IAE國際學士(《研究)院 全球量子核融合 〔Quantum nuclear fusion〕產研中心

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1.『全球核融合綠色永續基金』〔GGSF〕甄選ESG管理師 (↑詳細內容 敬請點入)

 

2.共融全球慈善經濟使命「全球綠色永續新能源基金」推動聯合國(U.N.)永續發展目標高階人才甄選  (↑詳細內容 敬請點入)

 

3.參與「量子核融合(Fusion)+數位國家寶藏幣(NATS)金融資產」模式共融聯合國(UN)ESG永續綠色地球目標!(僅20名種子導師名額)!  (↑詳細內容 敬請點入)

 

4.全球Top1核融合Fusion創新IP市場成果! 申請加入『甄選』IAE全球核融合Fusion產學研聯盟(亞洲首次)  (↑詳細內容 敬請點入)

 

5.亞洲獨一 『量子核融合Fusion(小太陽)』應用工程師(全球中高階儲備人才) 培訓養成班〔假日Free輔導〕 甄選20名線上報名開始!  (↑詳細內容 敬請點入)

 

可再生能源無法解決生產力下降的問題
 

如果全球可再生能源電力價格遵循與歐洲類似的趨勢——可再生能源組合每增加 1% 就會上漲 4%——無論是擴大風能還是太陽能規模都不會提高生產力或阻止全球實際 GDP 增長放緩,因為它一直在 自 1970 年代以來,石油和天然氣的產量下降。 再加上當前高昂的石油和天然氣價格和能源對增長的抑制作用,再加上化石燃料的資金減少,導致能源資產擱淺,對被低估的核能或聚變投資的機會提出了巨大的需求。

在 20 年中,隱含的企業價值倍數與千兆瓦的使用量相比,石油、天然氣和煤炭的倍數為個位數,而可再生能源的倍數則高達 17 倍,因為它無疑將取代所有一次能源,因此更便宜的聚變可能會超過這一倍數。

Renewables can’t solve falling productivity
If global renewable electricity prices follow a similar trend to Europe — a rise of 4% with every 1% increase in renewable energy mix — scaling neither wind nor solar is going to boost productivity or stop global real GDP growth from slowing, as it has been since the 1970s with oil and gas becoming less productive. Add the current high oil and gas prices and energy becomes more prohibitive to growth, which combined with reduced funding for fossil fuels, leaving stranded energy assets,
places a huge demand on undervalued nuclear or an opportunity for fusion investment.

The implied enterprise value multiple to gigawatt usage over 20 years gives oil, gas and coal single-digit multiples vs. renewables’ huge 17x multiple, one that cheaper fusion could exceed, given it would undoubtedly replace all primary energy.

我們創造創新的解決方案
我們提供技術在幫助我們提供負擔得起的、可靠的、更清潔的能源方面發揮著重要作用,這些能源推動了世界各地的人類進步和經濟增長。 這是變革的關鍵驅動力,因為我們成為了傳統能源高效和低碳生產的領導者,在當今和未來幾年的需求量很大,同時發展將成為未來更大一部分的低碳業務。 我們部署的技術幫助我們以具有成本效益的方式發現新的油氣田並將其商業化,並從現有油田中回收更多資源。 它們還使我們能夠整合數據和信息,以便我們能夠有效地管理和開發我們的全球資產。 “我們專注於為今天提供能源解決方案並改變未來能源系統的技術。”

creating innovative solutions
Technology plays an important role in helping us deliver affordable, reliable, ever-cleaner energy that fuels human progress and economic growth around the world. It’s a key driver of change as we become a leader in efficient and lower-carbon production of traditional energy, in high demand today and for years to come, while growing the lower-carbon businesses that will be a bigger part of the future. The technologies we deploy help us cost-effectively find and commercialize new oil and gas fields, and recover more resources from existing fields. They also enable us to integrate data and information, so that we can manage and develop our global assets efficiently and effectively.
“We’re focused on technology that delivers energy solutions for today and transforms the energy system of the future.”

夢想無限,清潔核聚變能源觸手可及 Dream of unlimited, clean nuclear fusion energy within reach  (↑詳細內容 敬請點入)
古老的笑話是核聚變總是 30 年後。 然而,當我們遇到一位 ITER 研究人員以趕上反應堆設施的進展時,豐富清潔能源的夢想並不是什麼可笑的事情。

The old joke is that nuclear fusion is always 30 years away. Yet the dream of abundant clean energy is no laughing matter as we meet an ITER researcher to catch up on progress at the reactor facility.

預計聚變可以滿足人類數百萬年的能源需求。聚變燃料豐富且易於獲取:氘可以從海水中廉價提取,氚可以從天然豐富的鋰中提取。未來的聚變反應堆不會產生高活性、長壽命的核廢料,而且聚變反應堆的熔毀實際上是不可能的。

重要的是,核聚變不會將二氧化碳或其他溫室氣體排放到大氣中,因此與核裂變一起作為低碳能源可以發揮未來減緩氣候變化的作用。

It is expected that fusion could meet humanity’s energy needs for millions of years. Fusion fuel is plentiful and easily accessible: deuterium can be extracted inexpensively from seawater, and tritium can be produced from naturally abundant lithium. Future fusion reactors will not produce high activity, long lived nuclear waste, and a meltdown at a fusion reactor is practically impossible.

Importantly, nuclear fusion does not emit carbon dioxide or other greenhouse gases into the atmosphere, and so along with nuclear fission could play a future climate change mitigating role as a low carbon energy source.