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彭博新能源財經稱,受需求激增影響,美國新建燃氣發電廠成本飆漲66%。

-- 彭博新能源財經(BloombergNEF)週四發布的報告顯示,2023年至2025年間,美國新建燃氣發電廠的成本上漲了近三分之二,這給那些計劃在電力需求增長的情況下建造更多此類電廠的開發商帶來了阻礙。 彭博新能源財經指出,配備聯合循環燃氣渦輪機的電廠每千瓦容量的成本從2023年的不足1,500美元上漲至2,157美元。 鑑於近幾個月來有關燃氣渦輪機交付延遲的報道,以及大量新訂單導致產能緊張,這些數據並不令人意外。 彭博新能源財經表示,考慮到燃氣發電廠通常旨在取代碳排放量是煤電兩倍的燃煤電廠,這一趨勢威脅到氣候目標的實現。此外,這也引發了對熟練勞動力的爭奪,並推高了通用電氣等擁有燃氣發電廠和製造燃氣渦輪機的公司的股價。 文章也指出,這也迫使一些全球最大的科技公司支付溢價,以確保耗能龐大的資料中心的電力供應。 彭博新能源財經(BloombergNEF)表示,根據對公用事業公司的備案文件分析,2023年至2025年期間,新建瓦斯發電廠的投產時間也延長了23%。

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