-- PJM互聯公司週三發布的《PJM內部消息》稱,在首個改版後的互聯週期中,PJM互聯公司共收到811份發電項目提案,總裝機容量達220吉瓦。 PJM表示,4月27日的申請窗口已關閉,目前正在根據更新後的系統審核提交的提案。系統已清除先前的積壓,確保新周期順利進行,避免歷史遺留的延誤。 PJM表示,公司已用「先到先得」模式取代了先前的先到先得模式,優先考慮那些準備更充分、開發路徑更清晰的專案。 報告指出,開發商現在必須透過財務承諾和場地控制權來預先證明專案的可行性。 PJM此舉旨在限制投機性申請,並加快審核速度。 臨時執行長大衛米爾斯表示,重新設計的流程旨在加快審批速度,同時確保系統安全。他還補充說,良好的市場訊號持續吸引開發商的參與。 報告顯示,PJM 也採用了Google旗下 Tapestry 開發的人工智慧工具 HyperQ,更有效率地掃描和評估大量申請資料。 報告指出,該工具已開始支持文件審核,預計將縮短研究週期。 PJM 計劃在首個週期內監測其有效性。 報告稱,這 811 項申請包括 349 個儲能項目、157 個天然氣項目、142 個太陽能項目、65 個風能項目、45 個混合能源項目、27 個核能項目、11 個水力發電項目以及 15 個其他類型的提案。 報告還指出,總裝置容量為 220 吉瓦,其中天然氣專案以 105.8 吉瓦位居榜首,儲能專案以 66.5 吉瓦位居第二,其次是核能、太陽能和其他能源。 報告指出,PJM預計2024年至2030年間電力需求將成長超過30吉瓦,主要驅動力來自資料中心,但供應成長滯後,可靠性問題日益突出。 報告還指出,自2020年以來,PJM已處理超過300吉瓦的項目,並簽署了103吉瓦的協議,但審批和供應問題仍阻礙著建設進度。
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