2025年上半年，美国电力供应达2188太瓦时，同比增长4%，创同期新高。HTFX外汇指出，AI和数据中心扩张带动能源消费增长，清洁能源占比升至45.2%，但化石燃料仍占54.8%。煤炭发电占比回升至16%，天然气价格高企促使部分企业转向煤炭。EIA预计天然气发电将下降，而太阳能持续增长。电力需求增长主要由AI驱动，高盛预测美国电力需求年均增长2.4%，其中三分之二来自AI及相关产业。HTFX外汇...
Source Link2025年上半年，美国电力供应达2188太瓦时，同比增长4%，创同期新高。HTFX外汇指出，AI和数据中心扩张带动能源消费增长，清洁能源占比升至45.2%，但化石燃料仍占54.8%。煤炭发电占比回升至16%，天然气价格高企促使部分企业转向煤炭。EIA预计天然气发电将下降，而太阳能持续增长。电力需求增长主要由AI驱动，高盛预测美国电力需求年均增长2.4%，其中三分之二来自AI及相关产业。HTFX外汇...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.