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一位新能源公司CEO称,化石燃料游说团体是太阳能业务发展的“巨大障碍”

一位新能源公司CEO称,化石燃料游说团体是太阳能业务发展的“巨大障碍”

CHRISTIAAN HETZNER 2023-12-01
一位新能源公司CEO在《财富》全球论坛上表示,他不得不持续与化石燃料游说团体根深蒂固的经济利益作斗争。

Yellow Door Energy创始人杰里米·克兰(Jeremy Crane)的太阳能业务遇到了来自化石燃料利益集团的重重阻力。图片来源:FORTUNE

杰里米·克兰于2015年创立了Yellow Door Energy公司,计划为企业提供就地生产的清洁太阳能电力,其成本低于从电网获取的成本。

尽管这一切听起来很有吸引力,但这位首席执行官在阿布扎比举行的《财富》全球论坛上表示,在本周于迪拜举行的《联合国气候变化框架公约》第二十八次缔约方大会(UNFCCC COP28)之前,他不得不持续与化石燃料游说团体根深蒂固的经济利益作斗争。

在会议上,他经常遇到对他的努力公然嗤之以鼻的高管,并辩称,他们的行业创造了扩大可再生能源投资(将取代化石燃料)所需的财富。

“这是一个巨大的障碍。”克兰周二在一个小组讨论会上说。“如果查看我们如今在可再生能源增长方面遇到的障碍是什么,那无疑是已经出台的限制相关增长的法规。”

克兰不需要找时间太久远的例子。即使在他如今居住的阿联酋,当地公用事业机构迪拜电力和水务局(DEWA)也对他能为客户提供什么和不能提供什么设置了障碍。

Yellow Door Energy首席执行官说:“他们不允许我们在任何建筑中安装超过10%的连接负荷……因为这对国家来说是一笔巨大的收入来源。”他举例说,近年来,“我曾多次与石油公司的高管围坐在桌旁,他们指着我说,'我们在补贴你的业务'”。

迪拜电力和水务局没有立即回应《财富》杂志的置评请求。

全球从煤炭向太阳能过渡

国际能源署(International Energy Agency)认为,到2027年,太阳能光伏发电将超过煤炭,成为全球最大的发电来源。在过去10年里,太阳能光伏发电的成本下降了80%以上。

美国也不例外。根据市场研究公司伍德麦肯兹(Wood Mackenzie)的预测,今年下半年,美国的装机容量预计将达到创纪录的20吉瓦。这比大多数年份全年的装机容量还要多。

但是,太阳能发电有一个主要缺点,这也是风力发电的常见缺点,那就是发电的间歇性。即使在晴天,输出功率也会随着云层覆盖而波动。

因此,太阳能和风能都不适合取代需要持续稳定供应的基本负荷发电;在这方面,核裂变作为低碳替代能源更具竞争力。

一个可能将其转化为现实的解决方案是快速部署工业规模的固定储能电池,就像特斯拉(Tesla)目前提供的Megapack一样。这有助于解决可再生能源供应的高峰和低谷问题。

尽管遭到根深蒂固的游说团体的反对,Yellow Door Energy的克兰说,向太阳能的过渡已经在顺利进行。

他说:“如今,我们正在让客户脱离电网,因为对他们来说,白天生产所需的所有能源成本更低。发电量绰绰有余,需要被转移到需要消耗它的地方,而且需要存储起来。”(财富中文网)

译者:中慧言-王芳

杰里米·克兰于2015年创立了Yellow Door Energy公司,计划为企业提供就地生产的清洁太阳能电力,其成本低于从电网获取的成本。

尽管这一切听起来很有吸引力,但这位首席执行官在阿布扎比举行的《财富》全球论坛上表示,在本周于迪拜举行的《联合国气候变化框架公约》第二十八次缔约方大会(UNFCCC COP28)之前,他不得不持续与化石燃料游说团体根深蒂固的经济利益作斗争。

在会议上,他经常遇到对他的努力公然嗤之以鼻的高管,并辩称,他们的行业创造了扩大可再生能源投资(将取代化石燃料)所需的财富。

“这是一个巨大的障碍。”克兰周二在一个小组讨论会上说。“如果查看我们如今在可再生能源增长方面遇到的障碍是什么,那无疑是已经出台的限制相关增长的法规。”

克兰不需要找时间太久远的例子。即使在他如今居住的阿联酋,当地公用事业机构迪拜电力和水务局(DEWA)也对他能为客户提供什么和不能提供什么设置了障碍。

Yellow Door Energy首席执行官说:“他们不允许我们在任何建筑中安装超过10%的连接负荷……因为这对国家来说是一笔巨大的收入来源。”他举例说,近年来,“我曾多次与石油公司的高管围坐在桌旁,他们指着我说,'我们在补贴你的业务'”。

迪拜电力和水务局没有立即回应《财富》杂志的置评请求。

全球从煤炭向太阳能过渡

国际能源署(International Energy Agency)认为,到2027年,太阳能光伏发电将超过煤炭,成为全球最大的发电来源。在过去10年里,太阳能光伏发电的成本下降了80%以上。

美国也不例外。根据市场研究公司伍德麦肯兹(Wood Mackenzie)的预测,今年下半年,美国的装机容量预计将达到创纪录的20吉瓦。这比大多数年份全年的装机容量还要多。

但是,太阳能发电有一个主要缺点,这也是风力发电的常见缺点,那就是发电的间歇性。即使在晴天,输出功率也会随着云层覆盖而波动。

因此,太阳能和风能都不适合取代需要持续稳定供应的基本负荷发电;在这方面,核裂变作为低碳替代能源更具竞争力。

一个可能将其转化为现实的解决方案是快速部署工业规模的固定储能电池,就像特斯拉(Tesla)目前提供的Megapack一样。这有助于解决可再生能源供应的高峰和低谷问题。

尽管遭到根深蒂固的游说团体的反对,Yellow Door Energy的克兰说,向太阳能的过渡已经在顺利进行。

他说:“如今,我们正在让客户脱离电网,因为对他们来说,白天生产所需的所有能源成本更低。发电量绰绰有余,需要被转移到需要消耗它的地方,而且需要存储起来。”(财富中文网)

译者:中慧言-王芳

Jeremy Crane founded Yellow Door Energy in 2015 with a plan to provide businesses with clean solar power produced on site at a cheaper cost than what they pay to pull from the grid.

As enticing as that all sounds, the CEO told the Fortune Global Forum in Abu Dhabi that he constantly has to battle the entrenched economic interests of the fossil fuel lobby ahead of this week’s UN COP28 climate conference in Dubai.

In meetings, he regularly encountered executives openly dismissive of his efforts, arguing their industry creates the very wealth needed to expand renewable investments that will replace them.

“It’s a huge barrier,” Crain told a panel on Tuesday. “If I look at where our barriers are today on that growth, it’s about regulations that have been put in place to restrict that.”

Crane needn’t look very far for an example. Even in the emirate where he lives today, local utility Dubai Electricity and Water Authority (DEWA) imposes obstacles on what he can and cannot provide to his customers.

“They won’t allow us to install more than 10% of the connected load of any building…because that is a huge revenue generator for the state,” the Yellow Door Energy CEO said, citing numerous instances in recent years “where I’ve sat around the table with oil execs that wag their finger at me and say, ‘We’re subsidizing your business’.”

The DEWA did not immediately respond to Fortune‘s request for comment.

Worldwide transition from coal to solar

The International Energy Agency argues solar PV will overtake coal by 2027 to become the largest source of power generation in the world, now that costs have dropped more than 80% in the last decade.

The United States is no exception. A record 20 gigawatts of production capacity are expected to be installed there in the second half of this year, according to a forecast by market research firm Wood Mackenzie. That is more than what was achieved over the course of most full years.

But solar has a key drawback, also common to wind power, in that it is only available intermittently. Even on a sunny day, output can fluctuate depending on cloud cover.

This makes both solar and wind ill-suited to replace baseload power generation where a constant steady supply is needed; here nuclear fission is far more competitive as a low-CO2 alternative.

One possible answer is the rapid deployment of industrial-scale stationary storage batteries the likes of which Tesla is currently offering with the Megapack. This can help smooth out peaks and troughs in the supply of renewable energy.

Despite opposition from entrenched lobbies, Yellow Door Energy’s Crane said the transition to solar is already well underway.

“We’re taking customers off grid today because it’s cheaper for them to produce all the energy they need during the daytime,” he said. “There is more than enough generation. It needs to be moved to where it is consumed, and it needs to be stored.”

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