Foley & Lardner LLP 合伙人蒂姆-斯皮尔(Tim Spear)在美国能源协会的 "电力部门播客"节目中就能源供需趋势、基础设施挑战以及数据中心对能源生产日益增长的影响发表了看法。
他指出,虽然天然气价格近期面临下行压力,但由于全球事件的影响,未来仍有可能出现波动。他强调,数据中心的能源需求巨大,预计将推动天然气和可再生能源发电资产的大幅增长。
斯皮尔说:"即使是几个数据中心也会产生影响,"他解释说,鉴于电力需求的增加以及对接近完全的电网可靠性的要求,"我们将看到大量的天然气,但我认为我们也可能会看到其他发电资产的持续建设"。
斯皮尔还谈到了近期联邦预算立法的影响,认为这可能会在短期内加速可再生能源项目的发展,但会带来长期的不确定性,他还强调了许可改革对支持管道和液化天然气出口设施等基础设施发展的重要性。最后,他强调了对潜在设备短缺的担忧,尤其是燃气轮机,因为随着数据中心需求的增加和可再生能源激励措施的逐渐减少,这可能会造成发电能力的缺口。
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