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特朗普与中大西洋地区州长呼吁科技公司出资建设新发电厂。

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特朗普与中大西洋地区州长呼吁科技公司出资建设新发电厂。

内容来源:https://www.theverge.com/news/863620/data-centers-ai-power-auction-trump

内容总结:

美国特朗普政府与两党州长联合施压全美最大电力市场PJM互联公司,要求其启动一项旨在推动大规模新建发电厂的电力拍卖。此举旨在应对人工智能发展带来的电力需求激增,同时回应民众对数据中心扩张推高电费的强烈不满。

PJM电网覆盖中西部和大西洋沿岸13个州,其中弗吉尼亚州是数据中心密集区。包括宾夕法尼亚州民主党州长夏皮罗、马里兰州民主党州长摩尔在内的各州州长,今日与内政部长伯古姆、能源部长赖特共同签署声明,呼吁PJM启动为期15年的"紧急"电力合同拍卖。超长合约期旨在通过收益保障吸引新建电厂投资,并抑制数据中心开发商对电网的投机性接入需求。

美国能源部强调,数据中心应比居民用户承担更多新建发电成本,除非其自备电厂或同意在供电紧张时削减用电。据估算,该拍卖可能带动150亿美元的新发电投资。值得注意的是,特朗普政府在推动煤电、天然气和核电复兴的同时,近年也持续阻碍风电和太阳能等快速增长的新能源项目建设。

目前白宫及各州政府均无权强制PJM执行拍卖,且PJM未获邀参与今日的联合声明发布。

中文翻译:

特朗普政府与两党州长组成的联盟正对美国最大的电力市场PJM互联公司施加压力,要求其启动一项旨在推动大规模新建发电厂的电力拍卖。特朗普与大西洋沿岸各州州长希望科技公司为新建发电厂承担费用。

他们呼吁启动一项"紧急"电力拍卖。各方共同"敦促"PJM启动"紧急"拍卖,让企业通过15年期合同采购电力。这种超长合同期表面上有助于新建基础设施——通过保障收入来降低投资风险,同时抑制数据中心开发商投机性的电网接入请求。

此举正值电网争相满足人工智能激增的电力需求之际,而扩建数据中心的立法者与科技公司也因电价上涨面临民众日益高涨的愤怒情绪。PJM运营着美国最大的电网网络,覆盖中西部和大西洋沿岸13个州,其中包含数据中心密集的弗吉尼亚州。包括民主党籍州长乔什·夏皮罗(宾夕法尼亚州)和韦斯·摩尔(马里兰州)在内的所有相关州长,均与内政部长道格·伯古姆、能源部长克里斯·赖特共同签署了今日发布的声明。不过CNN指出,白宫与各州长均无权强制要求拍卖。彭博社则报道称PJM未被邀请参加今日的声明发布会。

美国能源部主张数据中心"应比居民用户承担更多新建发电设施的费用",特别要求PJM将新建基础设施成本分摊给数据中心运营商,除非它们自建发电厂或同意在供电紧张时削减用电。据能源部估算,此次拍卖可能带动150亿美元的新发电项目投资。

值得注意的是,特朗普政府在推动美国煤电、天然气和核电站复兴的同时,始终在阻挠近年来增长最快的新电力来源——风电与太阳能发电场的建设。

英文来源:

The Trump administration and a bipartisan group of governors are pressuring the PJM Interconnection, the biggest electricity market in the US, to hold a power auction meant to spur a massive buildout of new power plants.
Trump and Mid-Atlantic governors want tech companies to pay for new power plants
They’re calling for an ‘emergency’ power auction.
They’re calling for an ‘emergency’ power auction.
Together, they’re “urging” PJM to hold an “emergency” auction for companies to procure electricity over 15-year contracts. The unusually long length of the contracts would ostensibly make it easier to build out new infrastructure by guaranteeing revenue and discouraging speculative requests to connect to the grid by data center developers.
The move comes as power grids scramble to meet increasing electricity demand from AI, while lawmakers and tech companies building out new data centers face growing fury from Americans over rising electricity rates.
Lawmakers and tech companies building out new data centers face growing fury from Americans over rising electricity rates
PJM operates the largest electricity grid in the US, which spans 13 states across the Midwest and Atlantic and includes the concentration of data centers in Virginia. The governors of all states, including Democrats Josh Shapiro (D-PA) and Wes Moore (D-MD) signed onto the statement issued today with Secretary of Interior Doug Burgum and Secretary of Energy Chris Wright. CNN notes, however, that neither the White House nor governors can mandate the auction. And Bloomberg reports that PJM wasn’t invited to the announcement made today.
The Department of Energy (DOE) says data centers should “pay more for new generation than residential customers.” Specifically, it calls on PJM to allocate costs for new infrastructure to data centers unless they bring their own power plants online or agree to curtail their energy use during supply crunches. The auction could lead to $15 billion in new power generation, according to the DOE.
While the Trump administration has pushed for a resurgence of coal, gas, and nuclear power plants in the US, it has simultaneously worked to stymie the buildout of wind and solar farms that had become the fastest growing sources of new electricity in recent years.

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