Want cheap strength, quickly? Solar energy companies and wind have a proposal.

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Since President Trump is working on the growth of energy and solar energy and the expansion of fossil fuel production in the United States, the renewable energy industry creates a new stadium: you need us.

Wind and solar developers are increasingly indicating that America The demand for electricity risesDriving with a boom in data centers, and it is difficult to build enough new gas factories to provide all the additional energy that the nation needs.

Wind storage, solar energy and batteries are relatively fast and cheap for construction. This can help avoid energy lack and maintain low prices, an argument that renewable energy companies benefit for policy makers.

“Our message to the administration is, let’s be realistic in this,” said John Kitches, CEO of Nextera Energy, one of the country’s largest energy producer. “If you take and store the renewable energy sources, we will force the prices of electricity on the moon.”

At the same time, Republican leaders in Congress talk about ending federal benefits in the form Low carbon electricity creditsWhich was expected to charge wind growth and solar energy. The uncertainty about these credits has paralyzed the renewable energy industry, as companies delay projects and demobilize workers.

It can make chaos difficult for the United States to reduce its calm emissions, Even with scientists warning that the risk of climate change is rising.

But the environmental argument will not reach a large extent with a president who rejects global warming. Therefore, many wind and solar companies now raise their industries as necessary to achieve American energy abundance.

“Focus is, what do we need to ensure that we have enough energy to keep our hegemony in manufacturing, in electricity, in artificial intelligence?” Sandia Ganabethi, CEO of EDP RNEWABLES American North America, a pioneering developer of wind and solar energy, said.

Over the next fifteen years, the demand for electricity in the United States may increase by up to 50 percent as technology companies build huge data centers for artificial intelligence, and the expansion of factories and millions of people for electric cars, according to New study By S & P Global Commodity Insights.

Renewable companies say they are in a good position to help meet this growth in the near future. This year, wind, solar energy and batteries It is expected to make up 93 percent From the new electric capacity added to American networks – where the rest comes from the power plants that burn natural gas. In many places, the construction of new wind turbines or the installation of solar panels is often the cheapest way to generate additional electrons.

But data centers need energy around the clock, which is not the wind and solar energy that it can provide alone. For this reason, in the country’s largest energy gathering for the energy industry in Houston last week, many CEOs insisted that the demand must be provided to a large extent by natural gas factories today and perhaps in the future Advanced nuclear reactors or Earth thermal plantsWhich can generate electricity in all hours.

“The artificial intelligence revolution is coming, it will be great, it will take a lot of strength,” said Ryan Lance, CEO of Conocophillones. “The gas will be at the forefront of energy demand.”

Mr. Ketchum of Nextera was a different view. His company is already owned by a fleet of 19 gas power plants, and it is one of the largest stations in the country, and Plan to build more Gas units with electricity growth. But Mr. Ketchum said that winds, solar energy and batteries will be the same as the importance of meeting the increasing demand during the next few years.

He explained that there is a great reason that energy companies should now wait for up to five years to request new gas turbines as manufacturers are struggling to keep pace with global demand. He said that any new gas projects are unlikely to arrive online before 2030. Other emerging technologies such as advanced nuclear energy are even further.

In contrast, many wind and solar projects can be built within 12 to 18 months.

Mr. Ketchum said that the cost of building new power plants has multiplied almost three times since the inflation shock for 2022, while wind and solar energy prices have increased modestly.

Mr. Ketchum added that the intermittent nature of renewable energy is not always a problem, because wind and solar energy are only one element of a larger electrical system. Some areas may contain gas turbines that are not currently operating at night, so stimulating them and then adding solar energy and batteries during the day may help provide additional energy around the clock.

“See, no one has built a generation more than gas in the past twenty years than we have, and we agree that we will need more gas,” said Mr. Ketchum. “But there is a problem in time and there is a cost problem. So our message is, do not withdraw from renewable energy sources, because it is the only thing that we have as a country we can build to meet the demand here at the present time and this is really low.”

Some technology fonds chanted this opinion. Microsoft, which she said will spend $ 80 billion on new databases this year, You may need to generate a new gas In Wisconsin and He pays a large amount to reopen the closed nuclear factory On the island of three miles in Pennsylvania. But the company still says it wants a lot of wind and solar energy as much as possible.

“It was a different conversation a decade ago when the winds and solar energy were not costly competitive, but it is now in reality the most cost -cost competitive option” in places like the southwest or the great plains.

Jim Rob, CEO of North American reliability company, has warned the network screen in the country, long ago that excessive dependence on renewable energy can cause new problems for electrical facilities – wind dryness during hot summer months, for example, can raise the risk of power outages.

But even Mr. Rob agreed that there are not many other options to quickly expand energy expanding over the next few years. “To the extent that we will launch the abundant energy in North America in the short term, it will often be winds and solar energy,” Mr. Rob said in a committee on the reliability of the network in Washington last month.

This message started to catch up with some conservative legislators. While Republican leaders are looking for trillion dollars in suffering to pay for the tax cuts, at least 21 members of the House of Representatives have signed a speech this month, urging to preserve Carbon low power incentives Including winds, solar energy, hydroelectric energy, nuclear and terrestrial parties – which were part of the Climate Law 2022 signed by former President Joseph R. Biden Junior.

one A recent study Encouraged by Conservamerica, a conservative environmental group, it was estimated that canceling these tax credits could lead to an increase in US electricity costs by $ 51 billion annually by 2035, to a large extent because wind additions and solar energy will decrease by 50 percent and become more expensive.

“Selim tax credits that maintain the options of all the need for reliable energy are essential to US energy dominance and low costs,” actor Gabi Evans, Republican in Colorado, He said in explaining the reason for signing the message. Mr. Evans boycott many factories that make wind breeding components.

Currently, many Trump administration officials are still skeptical of renewable energy sources. In Houston last week, Chris Wright, the new US Energy Minister, said that wind and solar energy It was almost not useful As natural gas, it often performs local opposition.

“The wind has been distinguished because it had a very bad record in increasing prices and getting an increasing anger, whether you are a farm or in a coastal society,” said Mr. Wright.

Mr. Wright said: “Everywhere, winds and solar energy increased significantly, prices rose,” said Mr. Wright. (Who – which Not always trueWhile California’s electricity rates jumped with the spread of solar panels on the surface, Texas witnessed low prices even with wind and solar energy now a quarter of the state force.)

Some supporters of renewable energy said that they hope that the attacks on wind and solar energy will calm down as soon as America needs more electricity. They compared it to the first years of the Biden administration, when White House officials banned the new drilling injuries Only to soften After Russia invaded Ukraine and global oil prices rose.

“We have seen the recent administration condemning US oil and gas until gas prices rise – then they said, or, can you produce more oil and gas,” said Jason Green, CEO of the Clean American Energy Association, a commercial group for renewable trade. “We believe that once feelings move through the system and the economy begins to focus, we will have a really great energy policy.”



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