This article is from WeChat official account:Bad review (ID: chaping321)< span class = "text-remarks">, author: Poor Jun, head from FIG: visual China
I don’t know if Jia Yueting took the lead. Anyway, today’s Internet companies seem to be either building new energy vehicles or on the road to building new energy vehicles.
Even Xiaomi, a guy with big eyebrows and big eyes, announced at a recent press conference that he was ready to embark on the tram. I remember the last time I saw such an exciting situation, it was when I got together to build smart phones a few years ago.
The question is here, why are everyone starting to build cars?
In addition to the fact that new energy vehicles are a blue ocean market and energy conservation and emission reduction are a major trend, the bad reviewer also found another statement online:
That is China’s shortage of oil resources, and the new energy industry, including electric vehicles, is related to China’s energy security, and this is the real reason why the country’s support and the giants squeezed into the game.
Then our energy safetyWhat is the current situation, what are the crises, the development of new energy industries such as electric vehicles, and what is the relationship between energy security?
Yes, although the bad reviewer used new energy vehicles as an introduction at the beginning, what I want to talk to you this time is a deeper level of China’s energy status.
Dear friends, I must have heard a saying, that is: Petroleum is the blood of modern industry.
Because of the advantages of small volume, easy transportation, and high energy density of the refined fuel, it can be said that whether your machine is flying in the sky, swimming in water, or running on the ground, petroleum is a very important power fuel. .
Because of its key, oil has often become the core of contention between major powers, or a bargaining chip in the game.
“The oil is not enough, it’s only enough for all mankind to use for 50 years! The development of new energy vehicles is imminent!” Everyone must be the same as the bad reviewers, who have heard this statement more than ten years ago. But in fact, you may not believe it. Today, ten years later, oil is still enough for us to use for 50 years.
It’s not that human beings have become thrifty, but because the oil we have discovered over the years seems to be more than we use. Moreover, with the continuous advancement of mining technology, the global oil reserves are likely to be sufficient for human use for 50 years…
But our country’s luck in the oil sector is indeed a bit bad. Although new oil fields are constantly being discovered, it does not seem to have much to do with China. On the contrary, we have as much coal as we want.
Most of our oil in China comes from relying on imports.
According to the report issued by the China Association of Oil and Gas Enterprises, in 2019, we imported a total of more than 500 million tons of crude oil, and our dependence on foreign oil reached 70.8%. This has also made China the world’s largest crude oil importer.
Be aware that under normal circumstances, the degree of external dependence exceeds 50%, which is generally considered to be detrimental to the country’s energy security.
Among the imported oil, 70% of the imported oil is used to make gasoline and diesel oil. So, in addition to the chips sanctioned in the past two years, oil is also likely to be stuck in China Another means of the neck.
The good news, however, is that although the situation is very serious, the oil brand can indeed jam us, but it will not suffocate us.
Because we know the truth not to put eggs in a basket, our oil sources happen to be scattered. After all, even if there is a thunderstorm, it is impossible to be unlucky enough to explode.
Furthermore, we have recently reached an oil deal with Iran. It can only be said that it is Saudi Arabia and Iran. It really spreads the risk to the extreme.
In addition, we all know that the United States has become an exporter from the world’s largest oil importer because of the shale oil revolution…
Shale oil has also been discovered on our land, and its reserves have reached the third place in the world, but because of the difficulty of mining, it is not cost-effective to mine in large quantities. But if it is really in a special period, regardless of the cost, it can still play a strategic role.
Also, China started to build a national oil reserve project 17 years ago. There are currently 9 reserve bases with a total reserve capacity of 37.73 million cubic meters. Although we have not officially told you how much oil you have saved, foreign media have been speculating.
The forecast of Reuters is that China’s strategic oil reserve is China’s three-month import volume.
Furthermore, the bad reviewer also discovered that although we are the number one importer of oil, we are also the largest exporter of refined oil in the Asia-Pacific region… Simply put, the oil we import is not Not all for our own use, part of it has been reprocessed by us and turned into refined oil to be exported back.
So the real degree of foreign dependence is not as high as around 70%. It is just the international division of labor in the oil industry.
Of course, no matter how good I protect my wound, it is better to not have the wound at all.
So the development of new energy vehicles has something to do with China’s shortage of oil resources to some extent.
As early as 29 years ago, Qian Xuesen, the founder of the two bombs, did not know the prophet and wrote a letter suggesting that the government skip the gasoline and diesel stage and develop directly into the era of electric vehicles.
In addition, what everyone may not realize is that driving to burn oil is actually a very extravagant thing. Because the application of petroleum in the fields of chemical engineering, aerospace and materials science is more meaningful than automobile fuel.
Because oil is a rare industrial raw material that can be squeezed out. Whether it is non-woven fabrics used to make masks, fertilizers and pesticides, or pharmaceuticals, food and other fields, there is oil.
In general, 90% of organic products in the world are derived from petroleum, and making fuel may only be its most underestimated use at the very end.
Of course, there must be some bad friends who say that the current proportion of thermal power in China accounts for nearly 70%. Vigorously develop new energy vehicles, while talking about environmental protection, but in fact, 70% of electricity is achieved by burning coal.
Isn’t the electric car changing from burning oil to burning coal?
The bad reviewer wants to say that this is indeed the case in our country at present, but friends who have studied middle and high school politics must all know that we have to look at problems from a development perspective.
From the data from the National Bureau of Statistics, we can clearly see that the proportion of thermal power in the total power generation is continuously decreasing, and the proportion of wind power, solar power, etc., is continuously increasing. And China’s unique UHV power transmission project can combine the rich wind energy and solar power in the northwest.Solar power is transmitted over long distances to the east, where power demand is greater.
Just a few days ago, the Director of the National Energy Administration also announced that by 2025, the proportion of renewable energy generators in our country will reach more than 50%. According to this logic, electric vehicles will become more and more environmentally friendly in theory.
Finally, what the bad reviewer wants to say is, The end of the Stone Age is not because there is no stone, but the same is true in the era when oil was used as a fuel for automobiles.
While the traditional automobile field lags behind Western countries, we are very likely to achieve a wave of overtaking on curves through this wave of new energy.
In addition, although Tesla’s recent good news is not good, the bad reviewers think that introducing it can bring catfish effect to domestic manufacturers, and an industrial chain related to new energy vehicles will gradually form.
From the introduction of Apple back then to Luxshare Precision, which has a market value of hundreds of billions, and the prosperous domestic smartphone industry, the introduction of Tesla seems to have the same intention.
Of course, the future of new energy vehicles is definitely more than today’s electric road, including hydrogen fuel cells, biomass energy, etc., may be our future.
Although in the end the field of new energy vehicles is definitely a big wave, but the bad reviewer feels that everyone will struggle, but the historical journey is always fleeting.
Image source:
1. The comparison of the proportion of electricity generation and utilization hours of various types of power sources in China in the first quarter of 2019 and 2020.
2. Polaris Power Network News Center, Zheng Xuguang, China Energy Big Data Report (2020)-Electricity Chapter
3. Xinhuanet, Yang Hua: In addition to being used in transportation, petroleum can also be used as a chemical raw material
4. China Energy Revolution Progress Report 2020
5.bp, The Energy Outlook explores the forces shaping the global energy transition out to 2050 and the key uncertainties surrounding that transition
This article is from WeChat official account:Bad review (ID: chaping321)< span class = "text-remarks">, author: Poor Jun