New Yorker 08月26日
美国政府对清洁能源的阻碍与经济现实的脱节
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文章揭示了美国政府在推动清洁能源发展方面所面临的挑战,特别是特朗普政府对风能和太阳能的限制性政策。尽管风能和太阳能已成为最经济的能源形式,但政府却以国家安全、国内生产等理由进行调查和限制。文章对比了过去特朗普本人对清洁能源的积极表态与现在的政策转向,指出这种转变可能源于个人对风力涡轮机的反感以及与化石燃料行业的关联。同时,文章强调了中国等国家在太阳能领域的快速发展及其对全球能源转型的积极影响,并指出全球资本市场正日益青睐可再生能源,预示着化石燃料的衰落。

🇺🇸 美国政府对清洁能源的政策存在矛盾和阻碍。尽管风能和太阳能已成为成本最低的能源,但政府却通过调查、关停项目以及可能征收关税等方式限制其发展,例如关停了罗德岛海岸附近一个几乎完工的风电场,理由是“国家安全”。

🔄 特朗普政府的政策转向与他过去的立场形成鲜明对比。2009年,特朗普曾签署广告呼吁加强气候立法,认为清洁能源经济能推动技术进步、创造就业并提高能源安全。然而,如今他的政策似乎受到了个人因素(如其苏格兰高尔夫球场附近的风力涡轮机)和化石燃料行业游说(花费巨资支持共和党)的影响。

🌍 全球清洁能源发展迅速,中国在太阳能领域表现尤为突出,其快速部署和成本效益与美国形成鲜明对比。中国上半年安装了212吉瓦的新太阳能,而美国仅为12吉瓦,这使得中国的碳排放开始下降,经济却在增长。许多国家也在效仿中国,大力发展太阳能,因为其成本远低于依赖柴油发电机。

💰 资本市场对清洁能源的信心日益增强。全球对冲基金正在将资金投向可再生能源领域,相关基金指数上涨,而石油和天然气股票则下跌。分析人士认为,可再生能源将继续是未来能源增长的主要驱动力,这与美国政府试图阻碍清洁能源发展的政策形成了鲜明对比。

They would not like them on our federal lands (those are reserved for oil and gas, and maybe nuclear reactors). They do not want them on farmland. They will not allow them to float offshore. The Trump Administration’s war on wind and solar power just keeps getting more aggressive: late last week, for instance, it announced an investigation into whether it should tariff wind-turbine components arriving from other nations for projects that it had taken office too late to block. As the Times politely put it, “The Trump administration has typically imposed tariffs to protect American companies against foreign competition and spur domestic production of critical products. This time, laying out a path to impose tariffs could be an attempt to stymie an industry.” On Friday, it shut down an almost-completed wind farm off the coast of Rhode Island on unspecified (and hard to imagine) “national security” grounds.

The Seussian rancor with which every layer of the Administration views clean energy would be almost funny if it weren’t so tragically shortsighted. As recently as 2009, Donald Trump joined a handful of other business leaders in signing a full-page ad in the Times urging President Obama to “strengthen” U.S. climate legislation and to “lead the world by example.” The ad insisted that “investing in a Clean Energy Economy will drive state-of-the-art technologies that will spur economic growth, create new energy jobs, and increase our energy security, all while reducing the harmful emissions that are putting our planet at risk. We have the ability and know how to lead the world in clean energy technology.” The other signatories ran the gamut from Ben and Jerry to Martha Stewart, but only Trump had the rest of his key executives sign on: Don, Jr.; Eric; and Ivanka.

But that was before the sight of wind turbines on the horizon at Trump’s Scottish golf course wounded him grievously. As he wrote to Scotland’s First Minister, in 2011, as his project neared completion, “Unfortunately, instead of celebrating the start of something valuable and beautiful for Scotland, this ugly cloud is hanging over the future of the great Scottish coastline.” And it was nearly fifteen years before oil-and-gas executives spent unprecedented sums during an election cycle; nearly half the amount spent during the 2024 cycle went to Republicans, and the rest on lobbying Congress. We’re not in Kansas (the fourth-largest wind-producing state) anymore.

The greatest irony of this dramatic turnaround is that in 2009 solar and wind power were still expensive; now they are the cheapest forms of energy on offer. And yet the Administration is digging in. The question is: will it be able to hold that position even as electricity prices begin to rise? (On average, they are up ten per cent so far this year.)

At the moment, official policy appears to be a complete muddle. The President, on his first day in office in January, declared an “energy emergency” as a way to suspend regulations and allow both increased drilling and the creation of more generating capacity. His team argues that we need far more electricity in order to build data centers that would enable the U.S. to outpace China in the race for “A.I. dominance.” As Trump put it in his Day One declaration, “without immediate remedy,” America’s energy situation “will dramatically deteriorate in the near future due to a high demand for energy and natural resources to power the next generation of technology. The United States’ ability to remain at the forefront of technological innovation depends on a reliable supply of energy and the integrity of our Nation’s electrical grid.” But then came the cascade of decisions designed to restrict the cheapest—and, just as important, fastest to construct—sources of new energy supply. Trump’s team ignored the pleas of actual data-center operators to keep Biden-era rules on renewable energy, which might have let them build what they needed right away. We are, to use a metaphor from the internal-combustion era, stamping on the gas and the brakes at the same time.

Though Economics 101 would seem to indicate that cutting off the easiest source of new supply while demand is simultaneously rising would inevitably cause prices to climb, the Trump Administration has been rejecting this argument in favor of telling whoppers. Last Wednesday, the President took to Truth Social to insist that “STUPID AND UGLY WINDMILLS ARE KILLING NEW JERSEY. Energy prices up 28% this year, and not enough electricity to take care of state. STOP THE WINDMILLS!” In point of fact, though, the windmills planned for off the Jersey shore have been cancelled, thanks to the Administration. The entire state currently has just six wind turbines, generating nine megawatts of power, which, as the American Clean Power Association points out, is 0.03 per cent of the state’s energy production. Whatever is driving up electricity prices, it isn’t wind—in fact, the states with high levels of wind power, including the very red states of North and South Dakota, Wyoming, and Oklahoma, have some of the lowest electric rates in the country.

The Administration’s bet seems to be that it can hold back renewable power in this country indefinitely—and perhaps it can. But even here its reach is somewhat limited: Texas, with very little in the way of public lands, continues to lead the nation in installing new clean energy. And, outside our borders, the sun rush continues unabated, which matters because Trump, in his energy-emergency directive, also called on the U. S. to export more fuel, in order to “create jobs and economic prosperity for Americans forgotten in the present economy, improve the United States’ trade balance, help our country compete with hostile foreign powers, strengthen relations with allies and partners, and support international peace and security.” That may be a tall order. We learned last month that China installed two hundred and twelve gigawatts of new solar power in the first six months of the year, compared with twelve in the U.S.; as a result, its carbon emissions have begun to fall, even as its economy keeps growing. (America’s emissions, in contrast, rose sharply over the same period.) And other nations are following China’s lead: Indonesia, the fourth most populous country, announced plans last week for a hundred gigawatts of solar over the next five years. Why? Because it’s so much cheaper than running the diesel generators that currently supply much of that country’s rural electricity. “The estimated levelized cost of electricity (L.C.O.E.) for this system is about $0.12 to $0.15/kWh over the next 25 years, compared to $0.20 to $0.40/kWh for a diesel generator,” the head of a Jakarta-based energy-transition think tank told PV magazine.

Numbers like that have convinced the International Energy Agency that peak consumption of oil on this planet can’t be far off; the Trump Administration’s response has been, as in other cases, to try to play with the data. It is currently pressuring the I.E.A. (set up by that environmental radical Henry Kissinger in the nineteen-seventies in response to the OPEC oil-price shocks) to fire one of its top officials and replace her with someone who will parrot the White House line that demand for fossil fuels will keep climbing for decades. “They want to get operatives in there, whether they’re career or political, who can actually move the needle,” an unidentified lobbyist told Politico. “They’re going to get someone they trust and that person is going to fight from the inside out.”

You can only get away with that kind of maneuvering for a while, however, and the Administration’s license may be running out. One fascinating indicator: the world’s hedge funds seem to be placing their bets on solar. Since Liberation Day, Bloomberg reported earlier this month, the main index of renewable funds had risen eighteen per cent, while oil-and-gas shares had fallen four per cent. “If we are going to continue to grow both in developed and emerging economies, we’re going to need a lot of energy,” one analyst explained. “A big chunk of the marginal growth in energy over the last 10 years has come from renewables and it’s hard to see why that isn’t going to continue.”

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清洁能源 风能 太阳能 美国政府 特朗普政府 能源政策 经济 国际能源署 Clean Energy Wind Power Solar Power US Government Trump Administration Energy Policy Economics IEA
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