在美国,燃煤电厂长期处于亏损状态。但如今,随着大型科技公司为运行云计算和人工智能应用程序,对电力的需求急剧攀升,一场寻找新能源的竞赛全面展开,这使得燃煤发电厂重获价值。
唐纳德·特朗普总统力主美国在全球市场上占据“能源主导地位”,并提出煤炭有助于满足不断增长的电力需求。他正运用紧急权力,推动公用事业公司维持老旧燃煤电厂的运营与发电。
尽管部分公用事业公司推迟了燃煤电厂的退役计划,但过去数年里已关停或未来数年里计划关停的数十座燃煤电厂,正日益成为科技公司、风险投资机构、各州及其他电力需求方关注的焦点。
这些电厂拥有极具吸引力的优势:其连接电网的高压线路目前处于闲置状态,可供新建发电厂重新启用。
这种现成的电网连接,能够助力新一代发电厂(无论是天然气、核能、风能、太阳能,乃至电池储能发电厂)更迅速地响应新能源需求。
位于华盛顿特区的两党政策中心(Bipartisan Policy Center)的能源政策分析师约翰·雅各布斯(John Jacobs)表示,多年来,建设新高压输电线路所面临的官僚程序困境,一直制约着新发电厂获取此类互联许可的进程。
雅各布斯表示:“各方对燃煤电厂的潜力兴趣浓厚。大家都意识到输电基础设施建设的迫切需求、清洁可靠电力的市场缺口、项目选址面临的难题,以及重新利用棕地(闲置工业用地)的价值。”
不断增长的电力需求与逐渐关停的燃煤电厂
巧合的是,在电力需求数十年来首次出现增长之际,美国老旧燃煤电厂的退役速度预计将加快。
美国能源部12月发布的一份报告显示,其电力需求保障战略包括重新利用燃煤电厂。这些燃煤电厂因廉价天然气大量涌入而缺乏竞争力,同时还受限于更严苛的污染法规——因其排放的温室气体较多,是全球变暖的重要诱因。
联邦政府出台了税收抵免、贷款担保等激励举措,鼓励将退役燃煤电厂重新开发为新能源项目。
代表独立发电厂所有者的电力供应协会会长兼首席执行官托德·斯尼奇勒(Todd Snitchler)表示,他预计特朗普的行政命令会使部分燃煤电厂的运营时长超出预期,但它们最终仍逃不过退役的命运。
需求激增意味着需要快速建设发电厂
促使发电厂尽快投入运营已刻不容缓。
数据中心开发商报告称,在部分地区,接入区域电网的等待时间长达一年。考虑到附近居民可能抵触居住在输电线周边而提出反对意见,获得建设输电线路的通行权批准同样面临重重困难。
宾夕法尼亚州公共事业委员会主席斯蒂芬·德弗兰克(Stephen DeFrank)表示,不断攀升的能源需求正让即将退役的燃煤电厂重获价值。
德弗兰克强调,当前形势下更是如此——由于备受负荷重压的大西洋中部电网运营商重新调整规划,倾向于将退役燃煤电厂等场地作为满足用电需求的优先选择。
德弗兰克说:“这使得这些资产更具价值,因为只要做好开工准备,凭借这些电厂现成的电网连接,就能直接进场,将其改造成任何类型的发电厂。”
燃煤电厂旧址上的天然气、太阳能等项目
德弗兰克说,在宾夕法尼亚州,绝大多数改造项目很可能会改造成天然气发电厂,这得益于该州地处盛产天然气的马塞勒斯页岩储层之上。
在南方各州,公用事业公司正以天然气设施取代即将退役或已退役的燃煤机组。这包括田纳西流域管理局(Tennessee Valley Authority)拥有的一座电厂、北卡罗来纳州的杜克能源(Duke Energy)项目以及佐治亚电力公司(Georgia Power)的一座电厂。
新泽西州和马萨诸塞州大西洋沿岸退役燃煤电厂的高压线路,已被用于将海上风力涡轮机接入电网。
在阿拉巴马州,2019年关停的戈尔加斯燃煤电厂旧址将成为阿拉巴马电力公司(Alabama Power)首个公用事业规模电池储能电厂所在地。
与此同时,总部位于得克萨斯州的瑞致达(Vistra)正在其位于伊利诺伊州的一批已退役和仍在运营的燃煤电厂安装太阳能电池板和储能设备,这在一定程度上得益于该州在2021年获批的补贴政策。
核电或将到来
核能同样进入了审慎评估视野。
在亚利桑那州,立法者正在推进一项立法,旨在助力该州三家公用事业公司——亚利桑那州公共服务公司(Arizona Public Service)、盐河项目公司(Salt River Project)和图森电力公司(Tucson Electric Power)——更便捷地在即将退役的燃煤电厂旧址,开展先进核反应堆建设工作。
应印第安纳州州长的要求,普渡大学(Purdue University)对该州吸引新兴核电产业的路径展开研究。在11月的报告中,该校预估,在退役燃煤电厂旧址新建核电站,可使项目成本降低7%至26%。
两党政策中心在2023年电力需求激增前的一项研究中估计,相较于在全新场地建设核电站,在即将退役的燃煤电厂旧址上建设核电站,成本可降低15%至35%。
该中心表示,即便在燃煤电厂旁新建核电站,凭借对现有输电设施、道路及建筑的利用,同时规避部分审批难题,也可将成本降低10%。
当美国泰拉能源公司(Terrapower)选择在怀俄明州太平洋公司(PacifiCorp)的诺顿燃煤电厂旁建设下一代核电站时,这种资源互联优势是其做出这一决定的一大主要因素。
煤炭产业留下的就业和城镇问题
前美国核能助理部长、现任伊利诺伊大学厄巴纳-香槟分校副教授的凯瑟琳·赫夫(Kathryn Huff)表示,该部门曾对适宜建设先进核反应堆电厂的地点数量展开分析。
赫夫说,一大极具吸引力的因素在于,燃煤电厂的电工、焊工以及蒸汽轮机维修技术人员等工人,经过培训后能够胜任核电站的工作岗位。
霍默市地处宾夕法尼亚州西部煤炭产区山区,多年来始终忧心其燃煤电厂的命运——这座电厂在运营54年后,于2023年关停。
霍默市镇长罗布·尼米克(Rob Nymick)说:“过去20年,甚至更久,我们这片地区举步维艰。先是矿井接连关闭,如今发电厂也关停了,这简直是压垮我们的最后一根稻草。当时我们就想,‘天哪,我们该怎么办?’”
然而,局面正迎来转机。
最近几周,该电厂的所有者拆除了霍默市发电站的烟囱和冷却塔,并宣布了一项高达100亿美元的天然气数据中心园区计划。
该项目将成为全美第三大发电站,给当地带来了新希望。
尼米克说:“也许会有部分家庭迁入,这将有助于学区增加入学人数,也有助于我们增加人口数量。我们这个镇子日渐萧条,但愿能有几家餐馆开张,让这里重新繁荣起来。我们满怀希望。” (财富中文网)
译者:中慧言-王芳
在美国,燃煤电厂长期处于亏损状态。但如今,随着大型科技公司为运行云计算和人工智能应用程序,对电力的需求急剧攀升,一场寻找新能源的竞赛全面展开,这使得燃煤发电厂重获价值。
唐纳德·特朗普总统力主美国在全球市场上占据“能源主导地位”,并提出煤炭有助于满足不断增长的电力需求。他正运用紧急权力,推动公用事业公司维持老旧燃煤电厂的运营与发电。
尽管部分公用事业公司推迟了燃煤电厂的退役计划,但过去数年里已关停或未来数年里计划关停的数十座燃煤电厂,正日益成为科技公司、风险投资机构、各州及其他电力需求方关注的焦点。
这些电厂拥有极具吸引力的优势:其连接电网的高压线路目前处于闲置状态,可供新建发电厂重新启用。
这种现成的电网连接,能够助力新一代发电厂(无论是天然气、核能、风能、太阳能,乃至电池储能发电厂)更迅速地响应新能源需求。
位于华盛顿特区的两党政策中心(Bipartisan Policy Center)的能源政策分析师约翰·雅各布斯(John Jacobs)表示,多年来,建设新高压输电线路所面临的官僚程序困境,一直制约着新发电厂获取此类互联许可的进程。
雅各布斯表示:“各方对燃煤电厂的潜力兴趣浓厚。大家都意识到输电基础设施建设的迫切需求、清洁可靠电力的市场缺口、项目选址面临的难题,以及重新利用棕地(闲置工业用地)的价值。”
不断增长的电力需求与逐渐关停的燃煤电厂
巧合的是,在电力需求数十年来首次出现增长之际,美国老旧燃煤电厂的退役速度预计将加快。
美国能源部12月发布的一份报告显示,其电力需求保障战略包括重新利用燃煤电厂。这些燃煤电厂因廉价天然气大量涌入而缺乏竞争力,同时还受限于更严苛的污染法规——因其排放的温室气体较多,是全球变暖的重要诱因。
联邦政府出台了税收抵免、贷款担保等激励举措,鼓励将退役燃煤电厂重新开发为新能源项目。
代表独立发电厂所有者的电力供应协会会长兼首席执行官托德·斯尼奇勒(Todd Snitchler)表示,他预计特朗普的行政命令会使部分燃煤电厂的运营时长超出预期,但它们最终仍逃不过退役的命运。
需求激增意味着需要快速建设发电厂
促使发电厂尽快投入运营已刻不容缓。
数据中心开发商报告称,在部分地区,接入区域电网的等待时间长达一年。考虑到附近居民可能抵触居住在输电线周边而提出反对意见,获得建设输电线路的通行权批准同样面临重重困难。
宾夕法尼亚州公共事业委员会主席斯蒂芬·德弗兰克(Stephen DeFrank)表示,不断攀升的能源需求正让即将退役的燃煤电厂重获价值。
德弗兰克强调,当前形势下更是如此——由于备受负荷重压的大西洋中部电网运营商重新调整规划,倾向于将退役燃煤电厂等场地作为满足用电需求的优先选择。
德弗兰克说:“这使得这些资产更具价值,因为只要做好开工准备,凭借这些电厂现成的电网连接,就能直接进场,将其改造成任何类型的发电厂。”
燃煤电厂旧址上的天然气、太阳能等项目
德弗兰克说,在宾夕法尼亚州,绝大多数改造项目很可能会改造成天然气发电厂,这得益于该州地处盛产天然气的马塞勒斯页岩储层之上。
在南方各州,公用事业公司正以天然气设施取代即将退役或已退役的燃煤机组。这包括田纳西流域管理局(Tennessee Valley Authority)拥有的一座电厂、北卡罗来纳州的杜克能源(Duke Energy)项目以及佐治亚电力公司(Georgia Power)的一座电厂。
新泽西州和马萨诸塞州大西洋沿岸退役燃煤电厂的高压线路,已被用于将海上风力涡轮机接入电网。
在阿拉巴马州,2019年关停的戈尔加斯燃煤电厂旧址将成为阿拉巴马电力公司(Alabama Power)首个公用事业规模电池储能电厂所在地。
与此同时,总部位于得克萨斯州的瑞致达(Vistra)正在其位于伊利诺伊州的一批已退役和仍在运营的燃煤电厂安装太阳能电池板和储能设备,这在一定程度上得益于该州在2021年获批的补贴政策。
核电或将到来
核能同样进入了审慎评估视野。
在亚利桑那州,立法者正在推进一项立法,旨在助力该州三家公用事业公司——亚利桑那州公共服务公司(Arizona Public Service)、盐河项目公司(Salt River Project)和图森电力公司(Tucson Electric Power)——更便捷地在即将退役的燃煤电厂旧址,开展先进核反应堆建设工作。
应印第安纳州州长的要求,普渡大学(Purdue University)对该州吸引新兴核电产业的路径展开研究。在11月的报告中,该校预估,在退役燃煤电厂旧址新建核电站,可使项目成本降低7%至26%。
两党政策中心在2023年电力需求激增前的一项研究中估计,相较于在全新场地建设核电站,在即将退役的燃煤电厂旧址上建设核电站,成本可降低15%至35%。
该中心表示,即便在燃煤电厂旁新建核电站,凭借对现有输电设施、道路及建筑的利用,同时规避部分审批难题,也可将成本降低10%。
当美国泰拉能源公司(Terrapower)选择在怀俄明州太平洋公司(PacifiCorp)的诺顿燃煤电厂旁建设下一代核电站时,这种资源互联优势是其做出这一决定的一大主要因素。
煤炭产业留下的就业和城镇问题
前美国核能助理部长、现任伊利诺伊大学厄巴纳-香槟分校副教授的凯瑟琳·赫夫(Kathryn Huff)表示,该部门曾对适宜建设先进核反应堆电厂的地点数量展开分析。
赫夫说,一大极具吸引力的因素在于,燃煤电厂的电工、焊工以及蒸汽轮机维修技术人员等工人,经过培训后能够胜任核电站的工作岗位。
霍默市地处宾夕法尼亚州西部煤炭产区山区,多年来始终忧心其燃煤电厂的命运——这座电厂在运营54年后,于2023年关停。
霍默市镇长罗布·尼米克(Rob Nymick)说:“过去20年,甚至更久,我们这片地区举步维艰。先是矿井接连关闭,如今发电厂也关停了,这简直是压垮我们的最后一根稻草。当时我们就想,‘天哪,我们该怎么办?’”
然而,局面正迎来转机。
最近几周,该电厂的所有者拆除了霍默市发电站的烟囱和冷却塔,并宣布了一项高达100亿美元的天然气数据中心园区计划。
该项目将成为全美第三大发电站,给当地带来了新希望。
尼米克说:“也许会有部分家庭迁入,这将有助于学区增加入学人数,也有助于我们增加人口数量。我们这个镇子日渐萧条,但愿能有几家餐馆开张,让这里重新繁荣起来。我们满怀希望。” (财富中文网)
译者:中慧言-王芳
HARRISBURG, Pa. (AP) — Coal-fired power plants, long an increasingly money-losing proposition in the U.S., are becoming more valuable now that the suddenly strong demand for electricity to run Big Tech’s cloud computing and artificial intelligence applications has set off a full-on sprint to find new energy sources.
President Donald Trump — who has pushed for U.S. “energy dominance” in the global market and suggested that coal can help meet surging power demand — is wielding his emergency authority to entice utilities to keep older coal-fired plants online and producing electricity.
While some utilities were already delaying the retirement of coal-fired plants, the scores of coal-fired plants that have been shut down the past couple years — or will be shut down in the next couple years — are the object of growing interest from tech companies, venture capitalists, states and others competing for electricity.
That’s because they have a very attractive quality: high-voltage lines connecting to the electricity grid that they aren’t using anymore and that a new power plant could use.
That ready-to-go connection could enable a new generation of power plants — gas, nuclear, wind, solar or even battery storage — to help meet the demand for new power sources more quickly.
For years, the bureaucratic nightmare around building new high-voltage power lines has ensnared efforts to get permits for such interconnections for new power plants, said John Jacobs, an energy policy analyst for the Washington, D.C.-based Bipartisan Policy Center.
“They are very interested in the potential here. Everyone sort of sees the writing on the wall for the need for transmission infrastructure, the need for clean firm power, the difficulty with siting projects and the value of reusing brownfield sites,” Jacobs said.
Rising power demand, dying coal plants
Coincidentally, the pace of retirements of the nation’s aging coal-fired plants had been projected to accelerate at a time when electricity demand is rising for the first time in decades.
The Department of Energy, in a December report, said its strategy for meeting that demand includes re-using coal plants, which have been unable to compete with a flood of cheap natural gas while being burdened with tougher pollution regulations aimed at its comparatively heavy emissions of planet-warming greenhouse gases.
There are federal incentives, as well — such as tax credits and loan guarantees — that encourage the redevelopment of retired coal-fired plants into new energy sources.
Todd Snitchler, president and CEO of the Electric Power Supply Association, which represents independent power plant owners, said he expected Trump’s executive orders will mean some coal-fired plants run longer than they would have — but that they are still destined for retirement.
Surging demand means power plants are needed, fast
Time is of the essence in getting power plants online.
Data center developers are reporting a yearlong wait in some areas to connect to the regional electricity grid. Rights-of-way approvals to build power lines can also be difficult to secure, given objections by neighbors who may not want to live near them.
Stephen DeFrank, chairman of the Pennsylvania Public Utility Commission, said he believes rising energy demand has made retiring coal-fired plants far more valuable.
That’s especially true now that the operator of the congested mid-Atlantic power grid has re-configured its plans to favor sites like retired coal-fired plants as a shortcut to meet demand, DeFrank said.
“That’s going to make these properties more valuable because now, as long as I’m shovel ready, these power plants have that connection already established, I can go in and convert it to whatever,” DeFrank said.
Gas, solar and more at coal power sites
In Pennsylvania, the vast majority of conversions is likely to be natural gas because Pennsylvania sits atop the prolific Marcellus Shale reservoir, DeFrank said.
In states across the South, utilities are replacing retiring or retired coal units with gas. That includes a plant owned by the Tennessee Valley Authority; a Duke Energy project in North Carolina; and a Georgia Power plant.
The high-voltage lines at retired coal plants on the Atlantic Coast in New Jersey and Massachusetts were used to connect offshore wind turbines to electricity grids.
In Alabama, the site of a coal-fired plant, Plant Gorgas, shuttered in 2019, will become home to Alabama Power’s first utility-scale battery energy storage plant.
Texas-based Vistra, meanwhile, is in the process of installing solar panels and energy storage plants at a fleet of retired and still-operating coal-fired plants it owns in Illinois, thanks in part to state subsidies approved there in 2021.
Nuclear might be coming
Nuclear is also getting a hard look.
In Arizona, lawmakers are advancing legislation to make it easier for three utilities there — Arizona Public Service, Salt River Project and Tucson Electric Power — to put advanced nuclear reactors on the sites of retiring coal-fired plants.
At the behest of Indiana’s governor, Purdue University studied how the state could attract a new nuclear power industry. In its November report, it estimated that reusing a coal-fired plant site for a new nuclear power plant could reduce project costs by between 7% and 26%.
The Bipartisan Policy Center, in a 2023 study before electricity demand began spiking, estimated that nuclear plants could cut costs from 15% to 35% by building at a retiring coal plant site, compared to building at a new site.
Even building next to the coal plant could cut costs by 10% by utilizing transmission assets, roads and buildings while avoiding some permitting hurdles, the center said.
That interconnection was a major driver for Terrapower when it chose to start construction in Wyoming on a next-generation nuclear power plant next to PacifiCorp’s coal-fired Naughton Power Plant.
Jobs, towns left behind by coal
Kathryn Huff, a former U.S. assistant secretary for nuclear energy who is now an associate professor at the University of Illinois Urbana-Champaign, said the department analyzed how many sites might be suitable to advanced nuclear reactor plants.
A compelling factor is the workers from coal plants who can be trained for work at a nuclear plant, Huff said. Those include electricians, welders and steam turbine maintenance technicians.
In Homer City, the dread of losing its coal-fired plant — it shut down in 2023 after operating for 54 years — existed for years in the hills of western Pennsylvania’s coal country.
“It’s been a rough 20 years here for our area, maybe even longer than that, with the closing of the mines, and this was the final nail, with the closing of the power plant,” said Rob Nymick, Homer City’s manager. “It was like, ‘Oh my god, what do we do?’”
That is changing.
The plant’s owners in recent weeks demolished the smoke stacks and cooling towers at the Homer City Generating State and announced a $10 billion plan for a natural gas-powered data center campus.
It would be the nation’s third-largest power generator and that has sown some optimism locally.
“Maybe we will get some families moving in, it would help the school district with their enrollment, it would help us with our population,” Nymick said. “We’re a dying town and hopefully maybe we can get a restaurant or two to open up and start thriving again. We’re hoping.”