mardi 5 février 2019

General Electric parie sur le gaz !

General Electric nous fournit ces prévisions du marché du gaz dans le livre blanc « The importance of Gas-fired generation in a transformed energy landscape”.

Ce document, basé principalement sur les données de l’Agence Internationale de l’Energie, montre que General Electric parie sur le gaz comme l’énergie du futur : énergie de transition permettant de passer aux énergies renouvelables.

https://www.ge.com/investor-relations/sites/default/files/gas_fired_generation_0.pdf

Voici quelques extraits intéressants :

Introduction : GE parie sur le gaz !
"According to IEA most recent World Energy Outlook (WEO), published in November 2018, the contribution of gas to powering the world through 2040 is vital by almost any measure, across markets and sectors. Considering this demand, GE stands behind the significant role of gas because of its sustainability, generation flexibility, low capital costs, natural resource efficiency and “right-sized” and rapid deployment capabilities. All of these factors will help gas power meet the world’s demand for electricity over the coming decades."

Le gaz servira de transition vers le renouvelable et à la décarbonisation
"Only with a hybrid system made possible by gas can we build the power grid of the future while at the same time diligently working toward decarbonization"

1,510 GW de 2020 à 2040 de création de centrale au gaz : 72 GW par an et en prenant l’hypothèse que tous les centrales sont à cycle combinés (66% de l’énergie de la turbine à gaz, 33% de l’énergie provenant du cycle combiné) 48 GW /an aux TG bel avenir (marché 2018 is 34 GW) !
By 2040, a total of 1,510 gigawatts (GW) of new capacity for gas-fired power plants will be needed, when factoring in the retirements of many existing plants.

Le gaz sera l’énergie n°1 en terme de puissance installée en 2025 et le restera jusqu’en 2040
Gas overtakes coal by ~2025 as the #1 technology in terms of installed capacity globally in the IEA’s New Policies Scenario (their reference case), and holds the #1 position through at least 2040, the end of the IEA’s forecast period."

La transition vers le renouvelable passe par le gaz, bizarre ?? Et bien non. Le gaz est l’énergie fossile qui pollue le moins, qui coûte le moins cher en $/kW à installer et qui s’installe le plus rapidement.
"Natural gas-fired generators have the lowest CO2 emissions of all fossil power generation fuels—a natural gas-fired combined cycle plant has roughly 50% of the  CO2 emissions of a similarly sized coal plant [...] Meanwhile, coal-to-gas switching was responsible for two thirds of the 27% reduction in CO2 in the U.S. [...] since 2005"

"Simple cycle and combined cycle natural gas-fired power plants have the lowest upfront capital costs on a $/kW installed basis."

"Gas-fired technologies provide developers with the flexibility to install both small and large increments of power very quickly"

Etes-vous maintenant convaincu que General Electric parie sur le gaz ? CQFD !


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