-- PJM互联公司周三发布了一份报告，概述了该地区在面临需求上升、成本上涨和投资信号减弱等挑战时，其批发电力市场可能进行的重新设计。 这份题为《通过市场设计提升可靠性》的报告评估了PJM容量市场（可靠性定价模型）面临的结构性压力。 报告警告称，主要由数据中心扩张驱动的快速负荷增长，与发展速度较慢、成本更高的发电项目形成冲突，给系统可靠性和价格稳定性带来压力。 PJM表示，新建发电项目的资本成本大幅上升，建设周期延长，政策的不确定性增加了投资者的风险。因此，许多开发商现在要求在承诺新项目之前获得长期收益保证。 该机构表示，这些情况在容量市场中造成了所谓的“信誉陷阱”，即需要更高的价格来吸引投资，但这会增加消费者面临的波动风险，从而引发政治和监管干预，最终削弱市场信号。 PJM总裁兼首席执行官大卫·米尔斯表示，董事会已指示工作人员重新评估市场的基本假设在资源受限的环境下是否仍然成立。米尔斯在报告的前言中写道：“董事会要求PJM审查市场的基本假设是否仍然有效。” 该报告并未提出单一解决方案，而是概述了三个可供考虑的总体框架。其中一个框架将扩大长期合同的覆盖范围，以稳定价格并确保统一的可靠性义务。 第二个框架将根据客户类型、地理位置或负荷来区分可靠性标准，从而有效地优先满足某些需求。第三个框架将更多地依赖能源和辅助服务市场来获取投资信号，而容量市场则作为次要的保障措施。 PJM强调，任何前进的道路都需要电网运营商以外的各方协调，包括州监管机构、联邦政府、消费者和市场参与者。 报告指出：“这些路径中蕴含的选择涉及真正的权衡取舍”，并补充说，目标是在利益相关者评估长期改革方案时，明确这些权衡取舍。 PJM表示，该文件将作为利益相关者持续讨论的基础，旨在制定永久性的市场设计方案。
Related Articles
Oil & Energy
Market Chatter: Iran Signals Shipping Support in Hormuz After US Pauses Operation
Iran said Wednesday that its ports remain fully ready to support commercial shipping traffic through the Strait of Hormuz and nearby regional waters, according to Iran's official news agency, Islamic Republic News Agency.Iran's Ports and Maritime Organization issued an official message to commercial vessels present in the Strait of Hormuz and in regional waters, IRNA reported.The PMO said that Iran can provide maritime services, technical support, and medical assistance to commercial vessels operating in the Strait of Hormuz, according to IRNA News.Progress in negotiations between Washington and Tehran prompted US President Donald Trump to pause the military's "Project Freedom" operation to reopen the Strait of Hormuz.Iran's Ministry of Foreign Affairs and the PMO did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Mining & Metals
Energy Fuels Cites "Robust" Balance Sheet with Over US$950M of Liquidity; Guidance Unchanged
$EFR.TO
Mining & Metals
Sun Life Financial Reports Higher Q1 Underlying Earnings, Lifts Dividend and Renews Share Buyback Program
Sun Life Financial (SLF.TO) Wednesday after trade reported higher first-quarter underlying earnings and a $0.04 dividend increase. The lifeco also intends to renew its share buyback program.Underlying net earnings edged up to $1.05 billion, or $1.89 per share, from $1.045 billion or $1.82, in the prior year period. Analysts polled by Factset had expected $1.89 per share. Sun Life said underlying earnings were boosted by strong performance in Asia reflecting business growth in Hong Kong, and Canada from higher fee income driven by higher assets under management (AUM).Underlying return on equity (ROE) advanced from 17.7% to 18.6%.Sun Life said assets under management (AUM) rose by $23 billion year over year, to $1,578 billion.The company will pay the higher dividend of $0.96 per share, on June 30, to shareholders of record on May 27.Sun Life separately said it intends to renew its share buyback program, and buy back up to 10-million shares from May 29, for one year. The normal course issuer bid is also subject to OSFI approval."This quarter we delivered strong growth in our protection businesses led by Asia, Canada and U.S. Health and Risk Solutions," said Kevin Strain, Sun Life chief executive. "We also added further scale to our asset management platform, deploying over $2.4 billion in capital for the buy-ups of BGO and Crescent Capital and announcing our intention to acquire Bell Partners, a leading U.S. multifamily real estate investment manager and vertically integrated property management business."Sun Life Financial was last seen down US$0.09 to US$73.01, in after-hours New York trading. It closed down $0.12 to $99.53, on the Toronto Stock Exchange.
$SLF$SLF.TO