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  • There's something really incredible happening.

    譯者: Crystal Yip 審譯者: Helen Chang

  • So there's over a billion people

    有些非常棒的事情正在發生。

  • who have no access to energy whatsoever across the world,

    全球有超過十億人

  • 620 million of them here in Africa.

    無法取得任何能源。

  • It costs about 1,500 dollars to connect each household up to the grid.

    當中的六億二千萬人生活在非洲。

  • If you are going to wait for it, it takes about nine years, on average,

    每戶連接電網的成本 約為 1500 美元。

  • and that feels like a lifetime when you're trying to make that happen.

    如果你選擇等著被接上, 平均的等待期約九年,

  • That's kind of unbelievable,

    而在你等待期間, 感覺如同過了一生。

  • and it's also unacceptable.

    這聽似難以置信,

  • So let's do something about it.

    同時不能被接受。

  • The lightbulb comes from this idea that you have an energy system

    來為此做些事情吧。

  • that's made up of the ideas of Tesla

    燈泡預設你有供電的系統,

  • and the ideas of Thomas Edison.

    那是特斯拉

  • There was an evolution that said it's not just about the lightbulb,

    和湯瑪士·愛迪生的構想。

  • it's about the whole system,

    那場演變不只關乎燈泡,

  • the whole energy system that goes with that lightbulb,

    而是關乎整個系統,

  • and what happened in that gilded age

    圍繞燈泡的整個能源系統;

  • was the creation of an industrial system

    在那鍍金時代

  • that every country around the world has now started to emulate.

    工業系統誕生了,

  • So to get to the appliances, you need to have power stations.

    世界各國跟隨模仿。

  • From power stations, you need to have infrastructure,

    要使用電器,你需要發電站。

  • and that infrastructure takes you to the point of having electricity,

    從發電站供電,你需要基礎設施,

  • and you get to the lightbulbs and the appliances

    經基礎設施輸送電力至所需地方,

  • that we all take for granted.

    然後你可以開燈和使用電器,

  • But the amazing thing, in a way, is that there's a revolution happening

    這一切我們都視作理所當然了。

  • in the villages and towns all around us here in East Africa.

    但令人驚喜的是,變革正發生

  • And the revolution is an echo of the cell phone revolution.

    在東非我們周圍的鄉鎮中。

  • It's wireless,

    這個變革是手機革命的迴響。

  • and that revolution is about solar and it's about distributed solar.

    這個變革是無線的,

  • Photons are wireless,

    這個變革關於太陽能, 關於分散式太陽能。

  • they fall on every rooftop,

    光子是無線的,

  • and they generate enough power to be sufficient for every household need.

    落在家家戶戶的屋頂,

  • So that's an incredible thing.

    它們產生足夠能量供給每戶所需。

  • There's also a problem with it.

    這是非常棒的事情。

  • Up until now, the technology hasn't been there to make it happen,

    同時,有個難題。

  • and the mindset has been that we have to have the grid

    至今仍未有科技能使之實現,

  • to provide industrial growth

    而我們仍困於舊思維,

  • and let countries develop and create jobs and industrialize.

    認為一定要有電網才能推進工業,

  • So we've gotten ourselves to the point

    使得國家發展、創造職位、工業化。

  • where actually the costs of building these grids

    我們來到這個情況,

  • and following that pattern of development

    鋪設這些電網的成本,

  • are really unsustainable.

    跟從那種發展模式,

  • If you add up the deficits that all of the utilities run in Africa,

    不能真的持續發展。

  • sub-Saharan Africa,

    如果把非洲所有的 能源設施虧損加起來,

  • you get to a number of 21 billion dollars every year

    撒哈拉以南非洲的,

  • to maintain that system and keep it going.

    那是每年 210 億美元,

  • So an extraordinary amount of resources

    用來維護供電系統。

  • that's been put in to creating a system

    如此龐大的資源

  • that ultimately we will have to wait a very long time for,

    投入於建設一個系統,

  • and when it comes,

    到頭來我們還等上很長時間,

  • it often doesn't come with sufficient robustness

    當它完成時,

  • to allow us to go down that path to development.

    經常不勝負荷,

  • So what a shame.

    不足以支撐我們踏上發展之路。

  • But here's what's happening,

    因此非常可惜。

  • and here's the opportunity that I think we should all get excited about.

    但現正發生著

  • So there's a group of companies

    一件我認為我們 都應該為之興奮的事。

  • that have been chipping away at this problem over the last 10 years,

    有一些公司

  • and this group of companies

    過去十年來一直在解決這個問題,

  • have recognized the reality that there's a great big nuclear reactor

    這些公司

  • up there in the sky,

    意識到現實中有一巨大核子反應爐

  • and that Africa is more endowed with that solar power

    高掛天上,

  • that comes from the sky, the sun,

    而非洲得天獨厚,

  • than almost any other continent.

    相較於其他大陸, 能從天上的太陽得到更多太陽能。

  • So the opportunity has come to convert some of that solar power,

    所以迎來機會,轉換部分太陽能

  • wireless power, into energy at the household level.

    讓這無線能量成為家居用電。

  • And three things have happened at the same time.

    同時有三件事情已經發生。

  • First, the costs of solar productivity have come down.

    第一,太陽能發電的成本已降低。

  • So putting a panel on your roof and generating power from it,

    放置太陽能板在屋頂來發電,

  • that cost has absolutely collapsed over the last 30 years,

    所需成本在過去 30 年間大幅減少,

  • and it's gone down by 95 percent.

    下降率達 95% 。

  • Second, the appliance network.

    第二,電器網絡。

  • So the group of appliances that we've all gotten used to,

    我們已習以為常的電器,

  • we all want and we all need, we all see as part of our everyday lives

    想要或需要的電器, 日常生活中的電器,

  • that give us health and security,

    給予我們健康和安全的電器,

  • those appliances have come down in cost.

    那些電器的成本下降。

  • So if you take the LED lightbulb, for example, a very simple thing,

    以 LED 燈泡為例,這簡單的物件

  • they're now 85 percent less than they were five years ago,

    較五年前便宜 85%,

  • and their efficiency, when you compare them to an incandescent bulb,

    而效率,如果與白熾燈相比,

  • like the lightbulb I showed in the previous slide,

    正如我在上一張投影片展示的燈泡,

  • is incredible.

    是非常出色的。

  • They give you 10 times the amount of light,

    LED 燈給予你 10 倍的光,

  • and they last 30 times as long.

    而且有 30 倍的壽命。

  • And then the last thing that's happened is of course the cell phone revolution,

    最後一件發生了的事 當然是手機革命,

  • so we're piggybacking off the cell phone revolution,

    乘著手機革命,

  • and we can now make decentralized customers make small payments

    我們現在可讓零散顧客作小額付款,

  • for bits of equipment and appliances

    購買小型設備和電器,

  • where actually they're now affordable.

    而那些價錢現已變得可負擔。

  • We can pay them off over a daily or a weekly schedule.

    我們能於一日或一星期內付清帳單。

  • So this is an incredible change in the economy that's happening,

    這是個在經濟中發生的驚人改變。

  • and it's really opened up something very, very innovative.

    而這迎來了非常、非常嶄新的事物。

  • So I'm going to introduce you to a lady I met with last week.

    我接下來將向你介紹 我上星期遇見的女士。

  • Her name's Susan.

    她名叫蘇珊。

  • It may not look like it,

    或許看來不像,

  • but Susan is a representative of a $27 billion market.

    但蘇珊是 270 億美元市場的一員。

  • 27 billion dollars is what people like Susan spend every year

    270 億美元是蘇珊這些人每年

  • on cell phone charging,

    花費在手機充電、手電筒電池

  • flashlight batteries and kerosene to light their homes.

    和用以照明家居的煤油的金錢。

  • So Susan is a proud owner of a small solar system.

    蘇珊自豪擁有一個小「太陽系」。

  • It's a kit rather than a planetary thing,

    那是套小設備, 而不是關於星球的東西。

  • so a small solar system,

    一套小太陽能系統,

  • and her small solar system allows her to have a couple of lightbulbs,

    她的小太陽能系統能讓她亮起燈泡,

  • and she's made this transition, this jump, from kerosene into light.

    而她成功從煤油燈躍升,改用燈泡。

  • She has four or five lights and a radio.

    她有四、五個燈泡和收音機。

  • It's fantastic, and she talks about it.

    太奇妙了,她聊起此事。

  • She talks about her kids doing homework at night because she has light.

    她說到因為有燈, 她的子女可在晚上做功課。

  • I'm not sure what the kids feel about that.

    我不知她的子女覺得如何。

  • She talks about the fact that she can go out at 4am and look after the cows,

    她說到可於清晨四時外出照顧牛隻,

  • and she's not so worried,

    她不再擔心,

  • but also, with a little twinkle in her eye,

    此外,她雙眼閃爍,

  • she talks about how light turns her house into a home at night.

    說著燈泡如何使她的房子 在晚上成為一個家。

  • She's not scared of her own house at night,

    晚上,她不再怕她的房子,

  • because it has light in it, and I thought that was amazing.

    因為它有燈亮著, 而我覺得這非常好。

  • So Susan does something that many customers of these companies

    蘇珊做了些,剛提及的公司的 很多顧客也會做的事,

  • that I talked about do,

    而她推使我們創新。

  • and she forces us to innovate.

    她挑戰那些公司,說: 「我有了收音機和燈泡。

  • She challenges companies, saying, "I've got the radio and the lights.

    我想要電視機。

  • You know what? I'd like a TV.

    我想娛樂、教育自己和我的子女。

  • I'd like to entertain, educate me and my kids.

    然後我想要有電剪

  • And then I would like to have some hair clippers for my kids,

    幫子女剪頭髮,

  • you know, to cut my kids' hair, and I'd love to have a fridge.

    我也要冰箱。」

  • And she's coined something

    她新創了一樣東西,

  • that the energy world is really hungry to do.

    是能源渴望做到的。

  • The idea that she's coined is the energy ladder.

    她新創的概念是「能源階梯」。

  • It starts, again, with a lightbulb. Right?

    再次地,它由燈泡開始。

  • And the lightbulb is an idea that we can get our kids to do homework,

    因為燈泡,我們可以讓子女做功課,

  • and very cheap, about five dollars,

    它很便宜,約五美元,

  • and we can get it distributed.

    而且我們能讓它普及。

  • But then let's go up from there.

    但讓我們繼續走上階梯。

  • This is the kit that Susan has:

    這是蘇珊的小系統:

  • four lightbulbs, radio, maybe a little flashlight,

    四個燈泡、收音機, 或許還有一個小手電筒,

  • a little solar panel on the roof.

    一小塊太陽能板在屋頂。

  • And then let's go up again.

    再讓我們走上去。

  • We can get maybe at about 500 dollars,

    我們或能花費約 500 美元,

  • the previous kit was maybe $150,

    前一套系統約 150 美元,

  • again, paid for over time,

    同樣地,分期付款,

  • two years to pay it all off,

    用兩年付清款項,

  • you can get the TV,

    你可以得到電視機,

  • so the lightbulbs and the TV.

    即是燈泡和電視機。

  • And you start to ask yourself, "So where is this headed?"

    你開始問自己:「這是到哪裡去?」

  • Is this headed here,

    是到這裡

  • where we can have distributed systems

    讓我們能在這用分散式系統,

  • with the right infrastructure to provide power

    配上合適的基礎設施來供電

  • for our hospitals and our schools?

    給醫院和學校嗎?

  • And really how far can this go?

    而這真的能走多遠?

  • And this is the mindset shift that I think is really exciting.

    我認為這思維轉變非常令人興奮。

  • How far can we go?

    我們能走多遠?

  • Could it get up to here?

    能走上去這裡?

  • You know, this is the conceptual design for one of the world's biggest factories,

    這是世上最大工廠之一的概念設計,

  • designed to be fully solar-powered and fully off grid.

    全面由太陽能推動,完全脫離電網。

  • Maybe we can get that.

    或許,我們能做到。

  • So there's a generation of these companies

    所以有一代的公司

  • that are out there doing this work and creating thousands of jobs,

    正在進行這工作,

  • creating, selling, tens of thousands of these solar systems,

    創造數以千計的職位,

  • so bringing tens of thousands of families into light,

    製造、售出數以萬計 這類太陽能系統,

  • and tackling that big $1 billion problem that I talked about at the beginning,

    從而為萬戶家庭帶來光明,

  • and really innovating.

    處理高達 10 億美元的問題, 正如我開場時說,

  • And what they're doing is, they're not only energy companies,

    真的非常創新。

  • they're also credit finance companies,

    它們不只做能源公司做的事,

  • so they're bringing people into an economy.

    而且兼做金融信用,

  • They're retail companies,

    它們把人帶進經濟體系。

  • so they're taking products out to people in the connecting markets.

    它們是零售公司,

  • And they're appliance companies,

    帶著產品來到連結市場的人前。

  • so they're developing extraordinary products

    它們是電器公司,

  • that are very efficient and very cheap.

    研發令人驚喜的產品,

  • So an extraordinary thing is happening out there

    價廉而性能佳。

  • that's worth recognizing.

    令人驚喜的事正在發生,

  • And where does it take us?

    值得重視。

  • From a governmental perspective, from a social perspective,

    它會帶領我們到哪裡去?

  • it takes us out to two really big goals.

    從政府的角度,從社會的角度,

  • We aspire towards energy access for everybody,

    它帶領我們邁向兩個非常大的目標。

  • and we aspire towards a fully-functioning low-carbon economy.

    我們志於使人人得享能源,

  • And we're getting to the point where we're seeing

    而且追求全面運作的低碳經濟。

  • the fully-functioning low-carbon economy

    我們快可見到

  • is not just about getting people onto the grid,

    這全面運作的低碳經濟。

  • it's about getting people onto electricity

    這不只是關於讓人連於電網,

  • and doing it in a way that's really dignified.

    還關於讓人連上電力,

  • So I want us all to picture it for a moment,

    並且採取讓人有尊嚴的方法。

  • really picture what this could mean:

    讓我們稍作想像,

  • [New energy ecosystem]

    真的想像這可以意味些甚麼:

  • an energy system that's not just about subsistence power,

    〔新能源生態系統〕

  • getting the family off the kerosene,

    一個能源系統 不只維持生活所需的能量,

  • but it's actually the full suite of appliances and tools

    讓家庭脫離煤油,

  • and productivity that we've all gotten used to,

    實際上還是全套家電、

  • so actually energy at a scale that can drive industrial development.

    工具以及生產力, 這些我們都已經習以為常,

  • And it's the ability to have powerful tools.

    因此其實能源的規模 足以推動工業發展。

  • It's the ability to be productive in the households, as a farmer,

    它能夠連接強大的工具。

  • or as a carpenter or as a tailor

    它是一種能力, 讓家家戶戶具有生產力,

  • and get your businesses to work and bring you into the economy.

    作為農夫、作為木匠或作為裁縫,

  • And I was working again a couple of days ago with a farmer

    並讓你營運生意,帶領你進入經濟。

  • just outside of Nairobi, small field,

    我在數天前又與一位農夫工作,

  • and he has an irrigation pump that's run off solar,

    位於奈洛比外的小農田,

  • and he was bragging about how much of a difference it made

    他有一個太陽能供電的灌溉泵,

  • to his productivity.

    他誇耀這泵 對他的生產力帶來的轉變。

  • When we were listening to him, we were asking ourselves,

    聽著他說話時,我們問自己,

  • at what point will it be

    那是怎樣的情況,

  • that actually, you will be charging an electric scooter off your rooftop

    你會從你的屋頂給小型摩托車充電,

  • and taking your crops to market

    然後帶著你的農作物到市場,

  • with mobility that you've charged yourself, using your own power?

    而使用的交通工具 是由你自己供電的?

  • And that's an extraordinary thing that's happening,

    這件非常棒的事情實現了,

  • and if you listen to Susan and Francis,

    如果你傾聽蘇珊和法蘭西斯,

  • you get to this point where you say,

    你會說:

  • "These guys have this extraordinary sense of dignity

    「這些人非常有尊嚴,

  • about the way they're achieving their power,

    從他們獲得能源的方法上可見,

  • the sense of ownership and the sense of pride,

    有自主感,有自豪感,

  • and I'm going to flip into a little tiny video clip,

    我準備快速播一小段影片,

  • which is from a distributor of one of these companies that I'm talking about.

    由其中一間我提及的 公司的經銷商拍攝。

  • And he puts it better than anyone I've ever heard it.

    在我聽過的說法中,他說明得最好。

  • So just listen to this.

    所以聽聽這個。

  • Martin: So if it does happen that we get to a point

    馬丁:如果那真的發生,

  • where every home has their own independent supply of energy,

    每家每戶都有自己獨立的能源供應,

  • that will give us the democracy of energy.

    那會給予我們能源上的民主。

  • That's it.

    就是那樣。

  • And everybody has that choice,

    每人都有那個選擇,

  • and everybody knows when they want to switch it on or off,

    而每人都知道甚麼時候想開關它,

  • whether they want to sell access or whether they want to store it.

    是否想出售電力或是否想儲存它。

  • That freedom getting back into the hands of the consumer,

    那自由重回消費者的手中,

  • that would be the most exciting thing.

    將會是最使人興奮的事情。

  • Amar Inamdar: Brilliant, right? That was Martin,

    阿馬爾·伊納姆達爾: 很棒吧?那是馬丁,

  • and he has a really wonderful turn of phrase,

    他美妙地運用言辭,

  • and what a sense of vision that he captures.

    並描繪出一個願景。

  • So picture that for a moment:

    想像一下:

  • every household a proud producer as well as consumer of energy ...

    每戶都是自豪的 能源生產者和消費者⋯⋯

  • the ability to generate power, to share power, to sell power,

    有能力發電、分享電力、售賣電力,

  • all coming from your own generating asset sitting on your own property.

    全都來自你自己家中的發電設備。

  • Maybe even think about crowdsourcing with your neighbors

    或者甚至考慮與你的鄰居集資,

  • the grid from the ground up,

    自行鋪設電網,

  • rather than waiting for the government to bring it from the top down.

    不再等待政府由上而下帶到家中。

  • So in Africa, we have this extraordinary opportunity right now,

    因此在非洲,我們現正 有一個特別的機會,

  • an extraordinary opportunity,

    一個特別的機會,

  • to change the world and create an energy system

    來改變世界並創造一個能源系統,

  • that everybody will be jealous of,

    將使所有人妒忌,

  • and everybody will look to us as the innovators of.

    將使所有人視我們為革新者。

  • And that's the democracy of energy.

    而那就是能源的民主。

  • Thank you very much.

    非常感謝你們。

  • (Applause)

    (掌聲)

  • Chris Anderson: Quick question.

    克里斯·安德森:很快一問。

  • So it's a really exciting vision.

    這真的是個令人興奮的願景。

  • Help us understand, what are the key roadblocks right now?

    幫我們更了解一點, 現在主要障礙是甚麼?

  • Like, what could make this go faster?

    例如,甚麼能令這發展得更快?

  • AI: So the first one, I think, is really the intermittency of solar power.

    阿馬爾:我想, 首先是太陽能的間歇性。

  • So the problem is that the sun only shines for 12 hours a day,

    問題是太陽每天只照耀 12 小時,

  • so you've got darkness for 12 hours a day,

    即是每天有 12 小時你只有黑暗,

  • and we need to have storage solutions

    而我們需要儲電方法,

  • that are better to help us take us down that path.

    好讓我們更能向這方邁步。

  • So storage is really one.

    儲電真是個問題。

  • CA: And those prices are coming down.

    克里斯:那些價格正下降。

  • AI: And those prices are coming down very quickly.

    阿馬爾:那些價格正迅速下降。

  • Second, the appliance set.

    第二、電器組合,

  • So it needs to get more efficient,

    需要變得更有效率,

  • and it needs to get more diverse.

    而且需要變得多元化。

  • We need to do more of the things

    我們需多做些

  • we in Africa want to do with the appliance set.

    我們想在非洲 運用這電器系統做的事。

  • CA: DC appliances.

    克里斯:直流電器。

  • AI: DC appliances,

    阿馬爾:直流電器,

  • and I think there's a real opportunity there, Chris.

    而我覺得真的有機會,克里斯。

  • I think the opportunity

    我認為機會

  • is that we could shift some of these 21 billion dollars of subsidies

    就在我們會轉移部分 210 億美元資助,

  • that governments are spending on the current electricity system

    那本是政府用以改善現有電力系統,

  • and we could promote R&D here in Africa

    我們可在非洲這裡推動研究和開發,

  • to create some of these products,

    來創造這類產品,

  • to be some of these entrepreneurs, and make this happen.

    來成為這類企業家,將這願景實現。

  • So create this new system here.

    在此創造這新系統。

  • CA: And some of the companies themselves,

    克里斯:部分公司它們……

  • I mean, there's plenty of demand there.

    我是說,那裡有足夠需求。

  • What's holding them back from supplying that demand?

    有甚麼使它們不去滿足那需求呢?

  • I mean, some of them talk about,

    有部分公司說到

  • they would like to sell 10x what they can currently sell.

    想要比現在多 10 倍的銷售量。

  • AI: Exactly. So for many of these capitals,

    阿馬爾:確實對於很多這些資金來說,

  • it's that markets don't price consumer risk very well,

    市場不太擅於為消費者風險定價,

  • and particularly in markets like ours,

    特別是在我們這些市場,

  • in emerging markets and here in Africa.

    在新興市場和非洲當地。

  • So there's not enough working capital coming into this space

    所以沒有足夠的營運資金 來到這個空間,

  • because the big financiers look at this space and say,

    因為大金融家看到這空間說:

  • "I don't know how to price that risk, so I'm going to stay away from it."

    「因不知如何為那風險定價, 所以會避開它。」

  • And that's holding a lot of these companies back.

    而那讓許多這類公司卻步。

  • CA: Well, it's incredibly exciting to picture what could happen here.

    克里斯:想像甚麼事情可在此發生, 非常使人興奮。

  • In my mind, this might be the biggest leapfrog of them all.

    我覺得,這或許是當中最大的躍進。

  • And thank you for all you're doing and for sharing that vision

    謝謝你所做的一切, 並與我們分享那願景。

  • so powerfully.

    它如此宏大。

There's something really incredible happening.

譯者: Crystal Yip 審譯者: Helen Chang

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    Zenn 發佈於 2021 年 01 月 14 日
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