1.美国通胀削减法案通过，新能源产业是福是祸？

8月，美国商务部将光伏行业反倾销、反补贴关税调查延期至11月；9月16日，美国总统拜登签署生效《通胀削减法案》（Inflation Reduction Act），为美国新能源产业提供10年400亿美元专属补贴。

一来一回如何影响新能源产业？美国光伏会不会成为新的对手？

2.中国新能源发电超30%，市场容量还有多大？

2022年1-7月全国水、风、光、核发电占比达到31.2%，新能源并网消纳超过96%。

5月《“十四五”现代能源体系规划》出台，计划2025年新能源发电占比39%，从31.2%到39%，产业未来即将到顶，还是新的爆发就要到来？

3.7500万千瓦风光能源投运，下一轮机会在哪？

2022年，全国第一批大型风电光伏基地项目已开，7500万千瓦装机容量走向落地。

基建产业项目早已纳入规划，新能源产业还有哪些新的机会值得我们关注？

4.6次电力短缺如何影响产业，电力周期是什么？

2022年夏天，四川缺电成为新闻头条，大部分媒体只关注到干旱与酷热，没有看到这背后的电力周期。

中国历史上发生过6次电力短缺，影响电力供应根本原因是什么？直播中我们一起详细拆解！

5.美国页岩气与中国新能源，能源革命起点在哪？

2008年美国掀起页岩气革命，从此摆脱对外能源依赖；中国如今掀起新能源革命，最终能否实现能源独立的理想？

1. Is the new energy industry a blessing or a curse?  

In August, the US Department of Commerce postponed anti-dumping and countervailing duty investigations into the photovoltaic industry until November;  On September 16, President Biden signed into law the Inflation Reduction Act, which provides $40bn over 10 years in exclusive subsidies for the US new energy industry.  

How does it affect the new energy industry?  Will U.S. Solar become a new competitor?  

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2. China's new energy power generation exceeds 30%, how much market capacity is left?  

From January to July 2022, water, wind, light and nuclear power generation accounted for 31.2 percent of the total, and the consumption of new energy connected to the grid exceeded 96 percent.  

In May, the 14th Five-Year Plan for the Modern Energy System was issued. It is planned that 39% of the electricity generated by new energy sources will be generated by 2025, from 31.2% to 39%. Will the industry peak in the future, or will a new explosion come?  

375,000kW wind energy put into operation, where is the next round of opportunity?  

In 2022, the country's first large-scale wind power and photovoltaic base projects were opened, with an installed capacity of 75 million kW.  

Infrastructure projects have already been planned. What new opportunities in the new energy industry deserve our attention?  

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4.6 How does the power shortage affect the industry and what is the power cycle?  

Sichuan's lack of electricity made headlines in the summer of 2022, with most media focusing only on the drought and heat, but not on the power cycle behind it.  

There have been six power shortages in China's history. What are the root causes of power shortages?  We'll break it down live!  

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5. American shale gas and China's new energy: Where is the starting point of the energy revolution?  

In 2008, the United States launched the shale gas revolution, from foreign energy dependence;  Will China finally realize its dream of energy independence as it embarks on a new energy revolution?