电费危机将持续“几年”
Power Bill Crisis Is Here To Stay "For A Few Years" 

原始链接: https://www.zerohedge.com/ai/power-bill-crisis-here-stay-few-years

日益增长的电费危机正在影响家庭和企业,尤其是在马里兰州和新泽西州,预计全国范围内情况将进一步恶化。这源于从稳定的化石燃料向间歇性的风能和太阳能的转变,以及人工智能数据中心日益增长的电力需求。 能源部长克里斯·赖特在与格伦·贝克交谈时强调,扭转这一趋势和建设新的能源基础设施需要数年时间。虽然现任政府正在努力防止停电并增加容量——包括保留燃煤电厂和建设天然气和核能设施——但预计价格不会很快大幅下降。 最近的事件凸显了电网的脆弱性;巴尔的摩一个变电站故障险些导致大范围停电。这场危机也正在影响政治地位,马里兰州州长摩尔的支持率因对成本上升的担忧而下降。包括高盛在内的专家预测危机才刚刚开始,担心美国由于能源限制在人工智能发展方面落后于中国。

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原文

To close out the week, we're getting a much clearer picture of the power bill crisis financially battering working-poor and middle-class households, as well as mom-and-pop businesses - and it's about to get a whole lot worse.

Monthly bills are set to spike even higher, and the political fallout could be brutal for Democrats who championed everything 'green' - retiring stable fossil fuel power generation in favor of unreliable wind and solar. This epic failure guarantees voters a monthly reminder of just how disastrous these policies have become across Maryland and New Jersey (soon, many other states) every time they open their power statement. 

On Thursday, Secretary of Energy Chris Wright joined conservative commentator Glenn Beck in a discussion about all things energy, especially the emerging power bill crisis that will soon become a national topic in the era of faltering green policies colliding with surging power demand from AI data centers. 

The takeaway from Beck and Wright's conversation is that the power bill crisis won't be solved this year and will only worsen. 

Here's the conversation:

Beck: When should we see this actually starting to happen and how long before power prices come down?

Wright: Oh, man. That is the big question that President Trump asked me that every single day, let's get oil prices down, let's get gas prices down, let's get electricity prices down. And it takes a while to build infrastructure. Fortunately quickly we can stop the closure of coal plants, but still have lots of lifetime left. We've already done that. That's why we don't have much worse blackouts already today. We do have new gas plants coming on this year, a lot more coming on next year. We'll have nuclear plants on later this term. We'll have a whole bunch of them under construction. But yet to turn the giant aircraft carrier that is the electricity grid, that's going to take a few years. But hopefully we can stop the huge rise in prices. We can build the capacity so the United States can keep our lead on artificial intelligence over China. We get behind China and they control AI, our national security is at risk.

Beck: Yeah, I know.

Wright: So the whole administration is seven days a week working on this effort. You will see dramatically fewer blackouts this summer than you would have had the election gone the other way. And I think we'll be in a little bit better situation next summer, somewhere in between there this winter. We're rapidly swimming the right way. I wish I could say power prices are going down twenty percent next year, but it's simply not possible to do that in twelve months. What I will tell you, President Trump is seven days a week doing everything he can towards that goal.

To recap the week in all things power: The epicenter of America's power crisis appears to be on the PJM Interconnection grid, with the Mid-Atlantic area at ground zero. 

In Baltimore, Maryland, on Monday, a single substation outage pushed a grid serving a million people to the brink of collapse, with no spare capacity (thank the Democrats), as the local utility warned of widespread blackouts. The grid was ultimately fixed hours later, but the near collapse raised alarms at the local, state, and national levels over how fragile Maryland's grid has become after years of Democrats retiring fossil fuel power generation in favor of unstable solar and wind.

Then by Tuesday, a new poll in Maryland showed that among the many things, if that's fisical crisis, taxes, illegal aliens, crime, and whatever else, as well as exploding power bills for millions, Maryland Governor Westley Watende Omari Moore, who is being positioned for the party's 2028 presidential run, experinced sliding poll numbers that have set the Democratic Party into a panic. 

And later in the week, we identified that the power bill crisis had spread from Maryland to New Jersey. What state is next?

As well as citing a Goldman Sachs note about how America's power crisis is only getting started

Key chart from the report (read here). 

Ah yes, this. Mark our words. 

. . . 

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