美国数据中心用电申请数量暴增 电力公用事业企业提高审批门槛

格隆汇
Aug 13
能源研究机构伍德麦肯兹8月最新测算显示:美国电网运营商与公用事业企业,仅会落实1066吉瓦数据中心项目用电申请中的约28%。1066吉瓦为伍德麦肯兹统计的全美数据中心总申报功率。据美国能源信息署(EIA)数据,1066吉瓦相当于去年底全美公用事业级别总发电装机容量的83%。 能源咨询机构Rapidan能源政策负责人Glenn Schwartz指出:“电网运营商无法分辨哪些申报真实可行,哪些只是纸面方案。”他估算,受“影子申报”影响,开发商申请的电力额度中,仅有20%-30%能够实际落地。影子申报即指同一用电项目向多家电力机构重复提交,最终仅优选最优方案推进的并网申报。该行为导致真实电力需求的预测工作难度加大。 能源分析机构Rystad Energy的Reid Ramdathsingh表示,美国规模最大的电网运营商PJM公司的申报清单中,约半数申请具备可行性。而在数据中心扩张速度最快的得克萨斯州,当地主电网仅14%的申请能实际落地。

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