美国电力项目储备:光伏风电集中未来两年,天然气和储能未来规划激增

华尔街见闻
Nov 02, 2025

在AI驱动的电力需求激增背景下,美国能源结构正迎来深刻变革,短期可再生能源项目井喷,而长期天然气与储能规划则显示出惊人增长,但这一切都面临着一个巨大的现实制约:劳动力。 据追风交易台消息,高盛基于美国能源信息署(EIA)数据的最新分析报告显示,截至2025年9月,美国年内新增发电装机容量约32吉瓦(GW),主要由19吉瓦的太阳能和11吉瓦的电池储能贡献,完成高盛全年预测的54%,符合历史季节性规律...

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