全美最大电网PJM重磅调整:严查数据中心“注水”,短期负荷预测罕见下调

华尔街见闻
Jan 16

美国最大电网运营商PJM Interconnection对未来电力需求做出矛盾性调整:在收紧数据中心审查标准后下调近期负荷预测,但同时上调长期增长预期,凸显电网规划者在AI算力热潮下面临的不确定性挑战。根据PJM周三发布的年度报告,该电网运营商将2028年夏季峰值需求预测下调4.4 GW,降幅达2.6%。2027年夏季预测同样下调约4 GW,使该容量年度的备用容量缺口收窄至约2.6 GW。这一调整...

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