FINWIRES · TerminalLIVE
FINWIRES

美国能源信息署称,数据中心推动弗吉尼亚州能源需求增长。

By

-- 美国能源信息署(EIA)周二表示,2019年至2025年间,弗吉尼亚州的商业用电量增加了近3000万兆瓦时,增速远超除德克萨斯州以外的其他任何州。 EIA在其年度电力行业报告中指出,弗吉尼亚州电力销售的增长主要得益于数据中心的集中建设,以及电动汽车的普及和建筑电气化。 电力销售是指电力服务实体(通常是公用事业公司)向最终用户输送能源。然而,电力服务实体必须拥有充足的资源和储备,以应对其服务区域内不断增长的能源需求和极端天气事件带来的每小时、每日和季节性用电高峰。EIA表示,峰值负荷是指一天、一个月或一个季节中瞬时最高的单次用电量峰值,即使它只持续15分钟。 今年早些时候,PJM互联公司在其2026年长期负荷预测中指出,其位于弗吉尼亚州的Dominion区域将在2026年至2030年间迎来夏季高峰负荷绝对增幅最大的时期,这主要受数据中心增长的推动。 PJM的Dominion区域目前拥有全球最密集的数据中心,这主要得益于其光纤连接、土地资源和电力基础设施。 PJM Dominion区域2025年的夏季高峰负荷为23,905兆瓦,比2019年增长23%;同样,PJM Dominion区域2025-2026年冬季的冬季高峰负荷为25,413兆瓦,比2019-2020年冬季增长45%。 PJM预计未来10年夏季用电高峰将以每年平均5.4%的速度增长,低于其2025年预测的6.3%。 2019年至2025年间,我们的逐小时电网监测数据显示,Dominion地区前50个最高小时用电高峰中,除3个外,其余均出现在2024年(15个)或2025年(32个)。随着电力需求的增长,峰值和平均小时用电负荷也随之增加。根据我们的逐小时电网监测数据,将平均小时用电负荷与这些峰值进行比较,可以反映Dominion地区全天用电需求的变化。 电力公司和其他市场参与者正在采取多种策略来应对高峰需求带来的挑战,包括需求响应计划、储能解决方案、利用备用互联容量升级设施以及投资基础设施以确保供电可靠性。鉴于技术的快速部署和不断发展,市场参与者也在努力提高负载预测能力,特别是数据中心负载预测能力。

Related Articles

US Markets

Equities Rise Intraday as Hegseth Says US-Iran Ceasefire Still Holds

US benchmark equity indexes were higher intraday as oil prices fell after Defense Secretary Pete Hegseth said the ceasefire agreement with Iran remains intact.The Nasdaq Composite was up 1% at 25,307.8 after midday Tuesday, while the S&P 500 rose 0.9% to 7,262.2. The Dow Jones Industrial Average advanced 0.7% to 49,283. Barring financials and communication services, all sectors were in the green, led by materials.West Texas Intermediate crude was down 4.4% at $101.73 per barrel in afternoon trading, while Brent fell 4% to $109.91."The ceasefire is not over," Hegseth said in a press briefing at the Pentagon, according to a CNBC report.The comment came a day after Tehran fired missiles and drones at the United Arab Emirates, reigniting concerns about an already fragile ceasefire between the US and Iran.The US military destroyed six Iranian boats in the Strait of Hormuz on Monday after Tehran attacked US Navy ships and commercial vessels, CNN reported, citing Admiral Brad Cooper, the head of the US Central Command. A senior Iranian military official reportedly disputed that claim.US Treasury yields were lower intraday, with the 10-year rate down 2.9 basis points at 4.41% and the two-year rate falling 2.6 basis points to 3.94%.In company news, Pinterest (PINS) shares were advancing by 9.1% in Tuesday afternoon trading. The image-sharing platform company posted better-than-expected first-quarter results late Monday and forecast up to 16% revenue growth year over year for the ongoing three-month period.Shopify (SHOP) on Tuesday issued a second-quarter revenue outlook that implied a sequential slowdown in annual growth. The stock was down 15%.PayPal (PYPL) shares were down 9.1% intraday, the third-worst performer on the S&P 500. The payments company said it was targeting at least $1.5 billion in cost cuts over the next few years, while it maintained its full-year earnings outlook.Palantir Technologies (PLTR) shares were down 6.6% intraday, among the worst performers on the S&P 500, despite the software maker raising its 2026 revenue outlook and first-quarter results topping Wall Street's expectations.Advanced Micro Devices (AMD) and Arista Networks (ANET) are expected to announce their earnings after the markets close.In economic news, two surveys released Tuesday painted a mixed picture of the US services sector in April, with Institute for Supply Management data showing a deceleration in growth and an S&P Global (SPGI) report indicating a return to expansion."The services sector continues to expand, but the sharp cooling in new orders alongside still-subdued employment momentum suggests growth may be becoming less durable," TD Economics Senior Economist Vikram Rai said in a note.On Friday, ISM and S&P surveys showed that the US manufacturing sector saw continued growth in April, though inflationary pressures intensified amid disruptions caused by the Middle East conflict.New-home sales in the US grew past Wall Street's estimates for March, driven by a demand surge in the Northeast region, government data showed.Gold rose 0.7% to $4,566.70 per troy ounce, while silver advanced 0.4 % to $73.82 per ounce.

$^DJI$^IXIC$^SPX$AMD$ANET$PINS$PLTR$PLYPL$SHOP$SPGI
Sectors

Update: Gold Rises As Treasury Yields Ease

(Updates prices.)Gold traded higher midafternoon on Tuesday, rising off a five-week low as treasury yields weakened.Gold for June delivery was last seen up US$35.60 to US$4,568.90 per ounce.The price of the metal has remained mostly rangebound for a month as the war on Iran has prompted some safe-haven demand for the metal, even as the higher oil prices that followed the start of the war on Iran is hiking inflation. The threat of higher interest rates because of rising prices is pushing up bond yields, bearish for the metal since it pays no interest."The benchmark US 10-year yield rose some seven basis points on the day Monday, closing just below 4.44% and therefore at the highest daily close since last July as traders eye the big round 4.50% level.," Saxo Bank wrote.However yields moderated early on Tuesday, with the U.S. two-year note last seen paying 3.944%, down 1.8 basis points, while the yield on the 10-year note was down 2.2 points to 4.42%. The dollar was higher, with the ICE dollar index last seen up 0.04 points to 98.42.

$GCM6$GLD
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of First Quantum Minerals

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target price by CAD5 to CAD40, on an EV/EBITDA of 8.0x our 2027 EBITDA estimate, a discount to FM's three-year average forward EV/EBITDA of 10.6x but close to peers, with an average of 8.3x. We lower our 2026 EPS estimate by $0.33 to $0.53 and 2027 by $0.22 to $1.95. FM faces near-term cost pressures from Middle East tensions, with fuel representing 15% of total costs and potential upward pressure of $0.25/lb on C1 guidance (fuel +$0.20, Kwacha +$0.10, partially offset by gold -$0.05). However, the company's fundamentals remain strong with authorization to process Cobre Panama stockpiles (30-40kt copper expected in 2026), Kansanshi S3 operating 25% above design, and record nickel production at Enterprise. FM strengthened its balance sheet with a $1.5B 10-year bond at 6.375% and extended maturities to 2036. The Taca Taca project (291kt/year copper over first 10 years, 19.3% IRR) provides significant long-term growth optionality once the balance sheet is positioned to support development.

$FM