Fortune | FORTUNE 08月31日
关闭的燃煤电厂为AI时代提供动力
index_new5.html
../../../zaker_core/zaker_tpl_static/wap/tpl_guoji1.html

 

随着人工智能(AI)需求的激增,美国正面临电力供应的巨大挑战。为应对这一需求,许多已关闭的燃煤电厂正被重新激活,利用其现有的电网连接,快速转化为天然气、风能、太阳能等更清洁的能源发电站。这种“再供电”策略,特别是将燃煤电厂改造为天然气发电厂,被视为满足AI时代快速增长的电力需求的有效途径。虽然短期内天然气发电仍有碳排放,但相比燃煤发电已是显著的进步。该转型不仅能缩短新项目上线时间,还能利用现有基础设施,为美国电网的现代化和AI产业的发展提供关键支持。

💡 燃煤电厂的“再供电”转型成为AI时代电力增长的关键策略。由于AI技术的快速发展,预计到2050年美国电力需求将大幅增长,现有电网连接的关闭燃煤电厂提供了一个快速部署新发电项目的捷径,能够跳过高压输电线路的两年等待期,无论新项目是天然气、风能、太阳能还是其他能源。

💨 将燃煤电厂改造为天然气发电厂是满足AI电力需求的主要方式。尽管燃煤电厂的碳排放较高,但其关闭后,利用其基础设施进行改造,即使是转向天然气发电,也能实现约60%的碳排放削减。这种转型尤其在宾夕法尼亚州、德克萨斯州和科罗拉多州等天然气资源丰富的地区更为普遍,能够更快地为数据中心等AI应用提供电力。

🔄 转型并非局限于天然气,多种清洁能源解决方案被探索。除了天然气,许多关闭的燃煤电厂也被改造为风能、太阳能和电池储能系统,例如Xcel Energy在明尼苏达州和德克萨斯州的改造项目。未来,新的核能和地热能设施也可能被纳入考虑,但这些能源形式需要更长的开发和审批时间。

🔌 现有电网连接的价值凸显,加速能源转型进程。关闭的燃煤电厂拥有宝贵的高压输电网连接,这为新的能源项目提供了“快速通道”。这些连接对于能源供应商和科技公司来说至关重要,因为它们能显著缩短项目上线时间,满足科技行业对电力供应速度和可靠性的高要求。

When the Homer City power plant—the largest coal-fired facility in Pennsylvania—shuttered in 2023, it marked the end of a dirty era for the coal plants that dominated America’s electric grid for over half a century. Now, in a whirlwind turnaround, many of them are being revived to fuel the AI era.

Earlier this year, developers announced they would take the coal plant’s corpse—and its invaluable grid interconnections—and resurrect it into the Homer City Energy Campus, a sprawling AI data center complex powered by the largest natural gas-fired power plant in the country, opening on a fast-tracked timeline in 2027.

With U.S. electricity demand projected to surge by as much as 60% through 2050 to fuel the AI boom—initiating a race against time to build sufficient power generation—the strong old bones of closed or retiring coal plants offer a shortcut to get new power projects online much more quickly. They can skip the two-year queue for high-voltage grid connections—regardless of whether these projects are for gas, wind, solar, geothermal, or even new-age nuclear.

“Our grid isn’t short on opportunity — it’s short on time,” said Carson Kearl, Enverus senior analyst for energy and AI. “These grid interconnections are up for grabs for new power projects when these coal plants roll off.

“The No. 1 priority for Big Tech has changed to [speed] to energy, and this is the fastest way to go in a lot of cases,” Kearl told Fortune.

American coal power plunged from 50% of the nation’s grid as recently as 2005 down to just 16% and falling today, courtesy of the shale gas drilling rush and the rise of renewables. But coal still represents more than half of the grid’s carbon emissions. While wind and solar power are emission-free, switching to new gas plants still represents a 60% emissions reduction from coal.

In the last two decades, as more coal plants closed, U.S. power emissions plummeted 40%, accounting for more than 75% of the nation’s total decline in carbon dioxide emissions, according to the Environmental Protection Agency.

The energy research firm Enverus estimates that at least 70 gigawatts of retired coal power capacity—enough to power 50 million homes, or almost 100 data centers—can be converted to clean (or cleaner) power sources.

Power generator and utility owner Xcel Energy (No. 319 on the Fortune 500) is in the process of converting old coal plants to both gas-fired and renewable power from Minnesota to Texas. And many more projects are on the way in the years to come, said Xcel chairman and CEO Bob Frenzel.

“Tech is looking for speed, they’re looking for electricity and, in some cases, we have both,” Frenzel told Fortune. “We’ve been able to use those interconnections quite successfully to repower with more efficient and more clean energy resources.”

Xcel Energy CEO Bob Frenzel, at the 2025 Semafor World Economy Summit, discusses energy needs and economic outlooks.

Switching to wind, solar, gas, nuclear, and more

Most new power construction in the U.S. is currently concentrated on solar, wind, and accompanying battery energy storage, but the Trump administration’s war on renewables—just when the country needs more power—means wind and solar tax credits expire after 2027.

The clean energy projects underway largely will get built—some utilizing coal interconnections—but much more coal-to-gas switching will occur to meet the needs of AI, especially in gas-rich regions such as Pennsylvania, Texas, and Colorado.

“We as an industry are racing to meet the needs of this new critical national security asset,” Frenzel said of the AI boom. “We’re excited about the opportunity, but it’s going to take an all-hands approach to get it done.

“After [renewable tax credits expire], we as a country must commercialize other assets. Gas is a great bridge fuel, and we’re going to continue to use a lot of gas,” Frenzel added.

In the 2030s, new nuclear and geothermal power facilities will come online, he said, but those generation sources require more development time and permitting hurdles.

In Sherburne County, Minnesota, Xcel is retiring its legacy coal plant, taking the first unit offline last year and fully closing it by 2030. In its place, Xcel is developing an array of solar, wind, and battery power. The project includes the longest-duration battery storage in the country, a 100-hour battery system developed by Form Energy. The goal is to power a data center hub there, Frenzel said. Xcel and Meta are working together on a Minnesota project. Amazon also recently bought adjacent land, although its plans are currently paused.

In the Texas Panhandle, Xcel just converted its Harrington coal plant to gas-fired power. Up next, is the nearby Tolk coal facility also slated for a switch to gas. Xcel plans to build about 2 gigawatts of new wind and solar power in the area to meet oil and gas industry electrification needs, as well as for the transformation of a crypto mining site into a data center complex, Frenzel said.

Likewise, Xcel is almost finished converting its Pawnee coal plant in Colorado to gas-fired power. Xcel’s Hayden coal plant in Colorado is slated for closure in 2028, and geothermal power is under consideration for that site. Xcel is working with data center developer QTS in the state.

In a more unique twist on coal-to-gas switching, the Intermountain coal plant in Utah is switching to gas, but it’s also utilizing a green hydrogen blend with the gas to make it burn cleaner. And some coal-to-gas involves using battery storage as well. The AES Petersburg coal plant in Indiana is switching to a gas-fired and battery storage combo complex.

Elsewhere in the country, even coal-to-nuclear plans are underway. Bill Gates’ TerraPower is developing a next-generation nuclear plant slated to open by 2030 on an expedited schedule—in a partnership with Sabey Data Centers—utilizing the interconnections of the Naughton coal and gas plant, which will start closing next year.

Still, even as coal plant retirements were moved up in recent years, some are being pushed backwards again toward their original closure dates now that the grid is being strained and the Trump administration is championing coal power.

For instance, Maryland’s last coal plant, Brandon Shores, was slated to close this year, but will now stay up until 2029 as a power bridge for the AI boom. Likewise, the J.H. Campbell coal plant in Michigan was extended from its May closure date until at least November.

The Trump administration’s orders to keep “beautiful clean coal” alive are only temporary. The plants are still going to close; they just received stays on their execution dates.

The “clean coal” phrasing was part of a lobbying and marketing push for more modernized—and less dirty—coal plants about 15 years ago, but the language has largely disappeared outside of the White House as coal continues to be replaced by renewables and cleaner, cheaper gas.

The coal lobbying group, Americans for Balanced Energy Choices, rebranded in 2008 as the American Coalition for Clean Coal Electricity. They gave up on that in 2019, changing to the more succinct and generically named America’s Power. Since then, utilities and railroads have left the group, leaving its membership only to coal companies.

Coal smoke and steam vapor pour out of the Bruce Mansfield Power Plant across from a largely abandoned children’s park in Shippingport, Pennsylvania prior to the plant shuttering in 2019.

Big Appalachian gas opportunity

In July, about 85 miles west of Homer City in Pennsylvania, it was announced by the project’s developers that the old Bruce Mansfield coal plant, padlocked in 2019, would be converted to gas-fired power as the new Shippingport Power Station to help fuel the AI revolution.

That same day, the developers also publicized the largest natural gas producer in the Appalachia region, EQT, would supply both the Shippingport and Homer City projects with a combined 1.5 billion cubic feet per day of gas supplies.

“Just to put this in perspective, that’s enough natural gas to power two of New York City. Scale matters,” EQT CEO Toby Rice told Fortune. “Homer City and Shippingport are just the first steps of multiple steps in multiple projects, because I do believe that cluster effect is real. They already have connections to the grid, which is a huge fast pass.”

EQT is ready to help lead an AI tech boom in Pennsylvania and the broader Appalachia region with the advantage that it’s home to the largest natural gas field in the country, the Marcellus Shale. And EQT has its own pipeline business to connect directly to data centers as needed.

Rice is leading the charge to make natural gas as clean as possible, through improved technology and upcoming carbon capture and storage projects. It incudes a marketing push—after all, “natural gas” sounds much nicer than “methane.” “People need to understand the natural gas decarbonization train has not slowed down,” he said.

Rusty Hutson, the CEO of gas producer Diversified Energy agrees. Methane is the product, he said, and the producers don’t want to waste the gas in emissions. “We want to sell it. At the end of the day, going through a pipeline and going through a meter is much more beneficial to us than any emissions are,” Hutson told Fortune.

While EQT will focus on drilling new wells to feed the AI beast, Diversified operates more mature gas wells that are often unwanted by the biggest players.

“Data centers, especially in the Appalachian basin, are going to be a huge demand on natural gas,” Hutson said. “We can’t afford to lose any production because other companies are focused on the drill bit and not really on existing wells and existing operations. That’s where we come in to maintain and produce those wells in an efficient manner to keep them in production for longer.”

As Rice and Hutson argued, the trend is much bigger though than an Appalachia story. Enverus’ Kearl said the AI race may very well be won or lost based on how rapidly old coal plants can be repowered to other generation sources nationwide.

“Repowering isn’t just a cost play—it’s a political and logistical shortcut to growing 24/7, low-carbon power,” Kearl said.

Fish AI Reader

Fish AI Reader

AI辅助创作,多种专业模板,深度分析,高质量内容生成。从观点提取到深度思考,FishAI为您提供全方位的创作支持。新版本引入自定义参数,让您的创作更加个性化和精准。

FishAI

FishAI

鱼阅,AI 时代的下一个智能信息助手,助你摆脱信息焦虑

联系邮箱 441953276@qq.com

相关标签

AI 能源转型 燃煤电厂 天然气 电网 AI Energy Transition Coal Power Plants Natural Gas Grid
相关文章