據《亞洲潤滑油周刊》7月22日消息,全球咨詢和研究公司克萊恩公司在最近的一次網絡研討會上表示,在當前的經濟環境下,全球對風能潤滑油的需求可能會出現減速,但在隨后幾年應該會出現反彈。全球風能潤滑油的關鍵市場仍是中國,預計未來5年中國風力發電機新增裝機容量將占到全球裝機容量的近一半。
克萊恩公司對風能潤滑油需求前景的預測,無論是樂觀還是悲觀的預測,都認為該市場將受到疫情導致的經濟收縮的影響。克萊恩公司能源實踐業務項目負責人加布里埃爾.塔萊(Gabriel Tarle)表示:“幾乎所有假設場景中,2021年前全球風能潤滑油消費都將下降,不過此后幾年將出現V型復蘇。”
克萊恩公司估計,2019年全球風能潤滑油需求約為4萬至5萬噸,價值4億至5億美元,總風電裝機容量達到650千兆瓦。塔萊表示:“盡管風力發電機市場只占潤滑油總需求的一小部分,但由于其快速增長和高合成潤滑油滲透率,它是一個重要的細分市場。”
張春曉 摘譯自 《亞洲潤滑油周刊》
原文如下:
Slump Expected for Wind Energy Lubes
Global lubricant demand for wind energy is likely to hit a speed bump in the current economic climate but should rebound in subsequent years, an industry consultant said in a recent webinar. A key market remains China, which is expected to account for nearly half of all new wind turbine capacity over the next five years.
Kline & Co.’s projected outlook for lubricant demand in wind energy from anticipates that the market will be hurt by the economic contraction resulting from the COVID-19 pandemic under both optimistic and pessimistic projections. “Almost all scenarios suppose a downfall, a slump in consumption for lubricants used in wind energy by 2021, followed by a sharp ‘V’ recovery for the next few years,” Gabriel Tarle, a project lead in Kline’s energy practice said during a webinar.
The company estimated global demand for lubricants in wind energy reached about 40,000 to 50,000 metric tons in 2019, valued at $400 million to $500 million, as total installed wind energy capacity topped 650 gigawatts. “Even though it’s a small fraction of total lubricants demand, wind turbines are an important niche due to their rapid growth and high synthetic penetration,” Tarle said.
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