Taiwanese Scholars Reveal The Current Situation Of Energy Stocks

Recently, there have been frequent reports of large-scale power outages in Taiwan and small-scale power outages in various places, and the energy policy of the DPP authorities has caused heated discussions. Ye Zong-kuang, a professor at the Department of Engineering and Systems of Tsinghua University in Hsinchu, Taiwan, said that the second and third nuclear plants will be decommissioned next year. The Taiwan authorities claim to rely on natural gas to make up for it. , the extension of existing nuclear power plants, including decommissioning units is the most effective method.
Taiwanese Scholars Reveal The Current Situation Of Energy Stocks
The Kuomintang think tank held a seminar on “Rejecting Homes Without Electricity: General Review of Taiwan’s Energy Policy” today. Liang Qiyuan, a professor of management at Taiwan’s Central University, said that the energy transition policy formulated by the Tsai authorities has caused the following problems, including lack of electricity, Carbon emissions and pollution, regional power supply imbalances and the risk of grid collapse will continue to cause major problems such as rising electricity prices and energy security in the future.
Liang Qiyuan warned that the regional power supply imbalance caused the risk of grid collapse. In 2021, the actual power supply gap in the north will be 1.5 million watts (normal peak) to 3 million watts (summer peak). It is estimated that by 2025, the power supply gap in the north will expand to 3.172 million watts (peak in normal times) to 4.672 million watts (peak in summer).
Liang Qiyuan estimates that from 2024 to 2027, the night and daytime peaks will be the orange lights for power supply warnings. In the future, power outages and power cuts are almost inevitable, and power outages and power cuts will occur day and night. The way the Taiwan authorities can reduce power shortages is to Coal-fired power plants will not be decommissioned, but there will be carbon emissions from coal-fired power generation.
Ye Zongkuang said at the meeting that the second and third nuclear power plants will be decommissioned one after another from next year, and the installation capacity will be reduced by 9.06 million kilowatts. It is beautiful, but only if the natural gas receiving stations such as the third, fourth, and fifth connections are covered, so that gas can be connected, otherwise Taiwan will be short of electricity.
Ye Zongkuang believes that energy security is Taiwan’s security, and the Tsai authorities have brought Taiwan’s security to a highly dangerous state. Judging from the fuel security stock, coal is 36 days, oil is 150 days, and natural gas is 7-10 days. Of course, in summer There are only 7 days left; and the quickest solution is to extend the service of the 6 units that are out of service and in service.

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