可再生能源产业有望持续增长
For the first time ever, in April 2019, renewable energy outpaced coal by providing 23 percent of US power generation, compared to coal’s 20 percent share. In the first half of 2019, wind and solar together accounted for
有史以来第一次,在2019年4月,可再生能源提供了美国23%的发电量,超过了煤炭的20%。2019年上半年,风能和太阳能共同占据
approximately 50 percent of total US renewable electricity generation, displacing hydroelectric power’s dominance.
约占美国可再生能源发电总量的50%,取代了水力发电的主导地位。
Declining costs and rising capacity factors of renewable energy sources, along with increased competitiveness of battery storage, drove growth in 2019. In the first half of the year, levelized cost of onshore wind and utility-scale solar declined by 10 percent and 18 percent, respectively, while offshore wind took a 24 percent dip. The greatest decline was in lithium-ion battery storage, which fell 35 percent during the same period. This steady decline
2019年,可再生能源成本下降、产能因素上升,以及电池存储竞争力增强,推动了增长。上半年,陆上风电和公用事业规模太阳能的平准化成本分别下降了10%和18%,而海上风电则下降了24%。降幅最大的是锂离子电池存储量,同期下降了35%。这种稳步下降
of prices for battery storage has begun to add value to renewables, making intermittent wind and solar increasingly competitive with traditional, “dispatchable” energy sources.
电池储存的价格已经开始增加可再生能源的价值,使得间歇性的风能和太阳能与传统的“可调度”能源竞争日益激烈。
The renewable energy sector saw significant demand from most market segments as overall consumer sentiment remained positive. Renewable energy consumption by residential and commercial customers increased 6 percent and 5 percent, respectively, while industrial consumption declined slightly, by 3 percent, through June 2019 compared with the previous year.
由于整体消费者信心保持乐观,可再生能源行业大部分细分市场需求显著。截至2019年6月,住宅和商业客户的可再生能源消费量分别增长6%和5%,而工业消费量较上年略有下降,降幅为3%。
As in 2018, US corporate renewable energy contracts once again hit new levels, as corporations signed power purchase agreements (PPAs) for 5.9 gigawatts (GW) of renewable energy in the first half of 2019.
与2018年一样,随着美国企业在2019年上半年签署5.9千兆瓦可再生能源购电协议(ppa),美国企业可再生能源合同再次达到新水平。
The prospects for short-term solar and wind energy growth appear favorable, with about 96.6 percent of net new generation capacity additions (~74 GW) expected to come from these two resources in 2020. With several states increasing their renewable portfolio standards (RPS) in 2019, the industry will likely see mandatory RPSdriven procurement growth through the mid-2020s, while voluntary demand will continue to hit new levels. As of late 2019, at least 10 utilities have announced 100 percent decarbonization goals, and we’ll be watching for that list to grow in 2020.
太阳能和风能的短期增长前景似乎是有利的,预计2020年这两种资源将带来约96.6%的新增发电能力(约74千兆瓦)。随着多个州在2019年提高其可再生能源组合标准(RPS),该行业可能会看到强制性RPS在整个20世纪20年代中期推动采购增长,而自愿需求将继续达到新的水平。截至2019年底,至少有10家公用事业公司宣布了100%的脱碳目标,我们将在2020年看到这一目标的增长。