杰里米·克蘭于2015年創(chuàng)立了Yellow Door Energy公司,計(jì)劃為企業(yè)提供就地生產(chǎn)的清潔太陽(yáng)能電力,其成本低于從電網(wǎng)獲取的成本,。
盡管這一切聽(tīng)起來(lái)很有吸引力,,但這位首席執(zhí)行官在阿布扎比舉行的《財(cái)富》全球論壇上表示,在本周于迪拜舉行的《聯(lián)合國(guó)氣候變化框架公約》第二十八次締約方大會(huì)(UNFCCC COP28)之前,,他不得不持續(xù)與化石燃料游說(shuō)團(tuán)體根深蒂固的經(jīng)濟(jì)利益作斗爭(zhēng),。
在會(huì)議上,他經(jīng)常遇到對(duì)他的努力公然嗤之以鼻的高管,,并辯稱(chēng),,他們的行業(yè)創(chuàng)造了擴(kuò)大可再生能源投資(將取代化石燃料)所需的財(cái)富。
“這是一個(gè)巨大的障礙,?!笨颂m周二在一個(gè)小組討論會(huì)上說(shuō)?!叭绻榭次覀?nèi)缃裨诳稍偕茉丛鲩L(zhǎng)方面遇到的障礙是什么,,那無(wú)疑是已經(jīng)出臺(tái)的限制相關(guān)增長(zhǎng)的法規(guī)?!?/p>
克蘭不需要找時(shí)間太久遠(yuǎn)的例子,。即使在他如今居住的阿聯(lián)酋,當(dāng)?shù)毓檬聵I(yè)機(jī)構(gòu)迪拜電力和水務(wù)局(DEWA)也對(duì)他能為客戶(hù)提供什么和不能提供什么設(shè)置了障礙,。
Yellow Door Energy首席執(zhí)行官說(shuō):“他們不允許我們?cè)谌魏谓ㄖ邪惭b超過(guò)10%的連接負(fù)荷……因?yàn)檫@對(duì)國(guó)家來(lái)說(shuō)是一筆巨大的收入來(lái)源,。”他舉例說(shuō),,近年來(lái),,“我曾多次與石油公司的高管?chē)谧琅裕麄冎钢艺f(shuō),,'我們?cè)谘a(bǔ)貼你的業(yè)務(wù)'”,。
迪拜電力和水務(wù)局沒(méi)有立即回應(yīng)《財(cái)富》雜志的置評(píng)請(qǐng)求。
全球從煤炭向太陽(yáng)能過(guò)渡
國(guó)際能源署(International Energy Agency)認(rèn)為,,到2027年,,太陽(yáng)能光伏發(fā)電將超過(guò)煤炭,成為全球最大的發(fā)電來(lái)源,。在過(guò)去10年里,,太陽(yáng)能光伏發(fā)電的成本下降了80%以上。
美國(guó)也不例外,。根據(jù)市場(chǎng)研究公司伍德麥肯茲(Wood Mackenzie)的預(yù)測(cè),,今年下半年,美國(guó)的裝機(jī)容量預(yù)計(jì)將達(dá)到創(chuàng)紀(jì)錄的20吉瓦,。這比大多數(shù)年份全年的裝機(jī)容量還要多,。
但是,,太陽(yáng)能發(fā)電有一個(gè)主要缺點(diǎn),這也是風(fēng)力發(fā)電的常見(jiàn)缺點(diǎn),,那就是發(fā)電的間歇性,。即使在晴天,輸出功率也會(huì)隨著云層覆蓋而波動(dòng),。
因此,,太陽(yáng)能和風(fēng)能都不適合取代需要持續(xù)穩(wěn)定供應(yīng)的基本負(fù)荷發(fā)電;在這方面,,核裂變作為低碳替代能源更具競(jìng)爭(zhēng)力,。
一個(gè)可能將其轉(zhuǎn)化為現(xiàn)實(shí)的解決方案是快速部署工業(yè)規(guī)模的固定儲(chǔ)能電池,就像特斯拉(Tesla)目前提供的Megapack一樣,。這有助于解決可再生能源供應(yīng)的高峰和低谷問(wèn)題,。
盡管遭到根深蒂固的游說(shuō)團(tuán)體的反對(duì),Yellow Door Energy的克蘭說(shuō),,向太陽(yáng)能的過(guò)渡已經(jīng)在順利進(jìn)行,。
他說(shuō):“如今,我們正在讓客戶(hù)脫離電網(wǎng),,因?yàn)閷?duì)他們來(lái)說(shuō),,白天生產(chǎn)所需的所有能源成本更低。發(fā)電量綽綽有余,,需要被轉(zhuǎn)移到需要消耗它的地方,,而且需要存儲(chǔ)起來(lái)?!保ㄘ?cái)富中文網(wǎng))
譯者:中慧言-王芳
杰里米·克蘭于2015年創(chuàng)立了Yellow Door Energy公司,,計(jì)劃為企業(yè)提供就地生產(chǎn)的清潔太陽(yáng)能電力,其成本低于從電網(wǎng)獲取的成本,。
盡管這一切聽(tīng)起來(lái)很有吸引力,,但這位首席執(zhí)行官在阿布扎比舉行的《財(cái)富》全球論壇上表示,在本周于迪拜舉行的《聯(lián)合國(guó)氣候變化框架公約》第二十八次締約方大會(huì)(UNFCCC COP28)之前,,他不得不持續(xù)與化石燃料游說(shuō)團(tuán)體根深蒂固的經(jīng)濟(jì)利益作斗爭(zhēng),。
在會(huì)議上,他經(jīng)常遇到對(duì)他的努力公然嗤之以鼻的高管,,并辯稱(chēng),,他們的行業(yè)創(chuàng)造了擴(kuò)大可再生能源投資(將取代化石燃料)所需的財(cái)富。
“這是一個(gè)巨大的障礙,?!笨颂m周二在一個(gè)小組討論會(huì)上說(shuō)?!叭绻榭次覀?nèi)缃裨诳稍偕茉丛鲩L(zhǎng)方面遇到的障礙是什么,,那無(wú)疑是已經(jīng)出臺(tái)的限制相關(guān)增長(zhǎng)的法規(guī)?!?/p>
克蘭不需要找時(shí)間太久遠(yuǎn)的例子,。即使在他如今居住的阿聯(lián)酋,當(dāng)?shù)毓檬聵I(yè)機(jī)構(gòu)迪拜電力和水務(wù)局(DEWA)也對(duì)他能為客戶(hù)提供什么和不能提供什么設(shè)置了障礙,。
Yellow Door Energy首席執(zhí)行官說(shuō):“他們不允許我們?cè)谌魏谓ㄖ邪惭b超過(guò)10%的連接負(fù)荷……因?yàn)檫@對(duì)國(guó)家來(lái)說(shuō)是一筆巨大的收入來(lái)源,。”他舉例說(shuō),,近年來(lái),,“我曾多次與石油公司的高管?chē)谧琅裕麄冎钢艺f(shuō),,'我們?cè)谘a(bǔ)貼你的業(yè)務(wù)'”,。
迪拜電力和水務(wù)局沒(méi)有立即回應(yīng)《財(cái)富》雜志的置評(píng)請(qǐng)求。
全球從煤炭向太陽(yáng)能過(guò)渡
國(guó)際能源署(International Energy Agency)認(rèn)為,,到2027年,,太陽(yáng)能光伏發(fā)電將超過(guò)煤炭,成為全球最大的發(fā)電來(lái)源,。在過(guò)去10年里,,太陽(yáng)能光伏發(fā)電的成本下降了80%以上。
美國(guó)也不例外,。根據(jù)市場(chǎng)研究公司伍德麥肯茲(Wood Mackenzie)的預(yù)測(cè),,今年下半年,美國(guó)的裝機(jī)容量預(yù)計(jì)將達(dá)到創(chuàng)紀(jì)錄的20吉瓦,。這比大多數(shù)年份全年的裝機(jī)容量還要多,。
但是,太陽(yáng)能發(fā)電有一個(gè)主要缺點(diǎn),,這也是風(fēng)力發(fā)電的常見(jiàn)缺點(diǎn),,那就是發(fā)電的間歇性。即使在晴天,,輸出功率也會(huì)隨著云層覆蓋而波動(dòng),。
因此,太陽(yáng)能和風(fēng)能都不適合取代需要持續(xù)穩(wěn)定供應(yīng)的基本負(fù)荷發(fā)電,;在這方面,,核裂變作為低碳替代能源更具競(jìng)爭(zhēng)力。
一個(gè)可能將其轉(zhuǎn)化為現(xiàn)實(shí)的解決方案是快速部署工業(yè)規(guī)模的固定儲(chǔ)能電池,,就像特斯拉(Tesla)目前提供的Megapack一樣,。這有助于解決可再生能源供應(yīng)的高峰和低谷問(wèn)題。
盡管遭到根深蒂固的游說(shuō)團(tuán)體的反對(duì),,Yellow Door Energy的克蘭說(shuō),,向太陽(yáng)能的過(guò)渡已經(jīng)在順利進(jìn)行,。
他說(shuō):“如今,我們正在讓客戶(hù)脫離電網(wǎng),,因?yàn)閷?duì)他們來(lái)說(shuō),,白天生產(chǎn)所需的所有能源成本更低。發(fā)電量綽綽有余,,需要被轉(zhuǎn)移到需要消耗它的地方,,而且需要存儲(chǔ)起來(lái)?!保ㄘ?cái)富中文網(wǎng))
譯者:中慧言-王芳
Jeremy Crane founded Yellow Door Energy in 2015 with a plan to provide businesses with clean solar power produced on site at a cheaper cost than what they pay to pull from the grid.
As enticing as that all sounds, the CEO told the Fortune Global Forum in Abu Dhabi that he constantly has to battle the entrenched economic interests of the fossil fuel lobby ahead of this week’s UN COP28 climate conference in Dubai.
In meetings, he regularly encountered executives openly dismissive of his efforts, arguing their industry creates the very wealth needed to expand renewable investments that will replace them.
“It’s a huge barrier,” Crain told a panel on Tuesday. “If I look at where our barriers are today on that growth, it’s about regulations that have been put in place to restrict that.”
Crane needn’t look very far for an example. Even in the emirate where he lives today, local utility Dubai Electricity and Water Authority (DEWA) imposes obstacles on what he can and cannot provide to his customers.
“They won’t allow us to install more than 10% of the connected load of any building…because that is a huge revenue generator for the state,” the Yellow Door Energy CEO said, citing numerous instances in recent years “where I’ve sat around the table with oil execs that wag their finger at me and say, ‘We’re subsidizing your business’.”
The DEWA did not immediately respond to Fortune‘s request for comment.
Worldwide transition from coal to solar
The International Energy Agency argues solar PV will overtake coal by 2027 to become the largest source of power generation in the world, now that costs have dropped more than 80% in the last decade.
The United States is no exception. A record 20 gigawatts of production capacity are expected to be installed there in the second half of this year, according to a forecast by market research firm Wood Mackenzie. That is more than what was achieved over the course of most full years.
But solar has a key drawback, also common to wind power, in that it is only available intermittently. Even on a sunny day, output can fluctuate depending on cloud cover.
This makes both solar and wind ill-suited to replace baseload power generation where a constant steady supply is needed; here nuclear fission is far more competitive as a low-CO2 alternative.
One possible answer is the rapid deployment of industrial-scale stationary storage batteries the likes of which Tesla is currently offering with the Megapack. This can help smooth out peaks and troughs in the supply of renewable energy.
Despite opposition from entrenched lobbies, Yellow Door Energy’s Crane said the transition to solar is already well underway.
“We’re taking customers off grid today because it’s cheaper for them to produce all the energy they need during the daytime,” he said. “There is more than enough generation. It needs to be moved to where it is consumed, and it needs to be stored.”