-- ブルームバーグNEFが木曜日に発表した報告書によると、米国における新規ガス火力発電所の建設コストは2023年から2025年にかけて約3分の2上昇し、電力需要の増加に伴い、この種の発電所の建設を計画している開発業者にとって大きな障害となっている。 ブルームバーグNEFによると、複合サイクルガスタービン発電所の1キロワット当たりの価格は、2023年の1,500ドル未満から2,157ドルに上昇した。 ここ数カ月、新規受注の急増により製造能力が逼迫し、ガスタービンの納入待ちが長期化しているという報道があったことを考えると、この数字はさほど驚くべきものではない。 ブルームバーグNEFは、ガス火力発電所は炭素排出量が2倍多い石炭火力発電所の代替として建設されることが多いため、この傾向は気候変動対策目標を脅かすものだと指摘した。また、熟練労働者の獲得競争を引き起こし、ゼネラル・エレクトリック(GE)など、ガス火力発電所を所有しタービンを製造する企業の株価を押し上げている。 また、この状況は、世界最大級のテクノロジー企業の一部に、電力消費量の多いデータセンターへの電力供給を確保するために割増料金を支払うことを余儀なくさせている、と記事は述べている。 ブルームバーグNEFは、電力会社の提出書類の分析に基づき、2023年から2025年の期間において、新たなガス火力発電所の稼働開始までの期間が23%延長したと述べている。
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