-- 彭博新能源财经(BloombergNEF)周四发布的报告显示,2023年至2025年间,美国新建燃气发电厂的成本上涨了近三分之二,这给那些计划在电力需求增长的情况下建造更多此类电厂的开发商带来了阻碍。 彭博新能源财经指出,配备联合循环燃气轮机的电厂每千瓦容量的成本从2023年的不足1500美元上涨至2157美元。 鉴于近几个月来有关燃气轮机交付延迟的报道,以及大量新订单导致产能紧张,这些数据并不令人意外。 彭博新能源财经表示,考虑到燃气发电厂通常旨在取代碳排放量是煤电两倍的燃煤电厂,这一趋势威胁到气候目标的实现。此外,这也引发了对熟练劳动力的争夺,并推高了通用电气等拥有燃气发电厂和制造燃气轮机的公司的股价。 文章还指出,这也迫使一些全球最大的科技公司支付溢价,以确保耗能巨大的数据中心的电力供应。 彭博新能源财经(BloombergNEF)表示,根据对公用事业公司备案文件的分析,2023年至2025年期间,新建燃气发电厂的投产时间也延长了23%。
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