德国政府与欧盟委员会就电厂战略达成原则性共识

Core Viewpoint - The German government and the European Commission have reached a preliminary consensus on a power plant strategy, which is a significant step towards ensuring Germany's electricity supply security [1]. Group 1: Agreement Details - The agreement allows the German government to initiate bidding for an additional 12 gigawatts of dispatchable power generation capacity, with procedures expected to start in 2026 [1]. - The strategy includes the construction of modern, high-efficiency gas power plants, which are expected to be operational by 2031 at the latest, with typical capacities ranging from 500 to 800 megawatts per plant [1]. - All new power plants must be capable of using hydrogen, with a goal of complete decarbonization by 2045 [1]. Group 2: Financial and Strategic Implications - The German government plans to invest billions of euros to support the construction of these power plants, focusing on southern Germany [1]. - There has been low investment enthusiasm from companies for new power plants, as gas plants are primarily used to balance energy supply fluctuations and have low utilization rates, making profitability challenging [1]. - Gas power plants are viewed as critical facilities to help Germany gradually phase out coal power and ensure electricity supply during periods without sunlight or wind [1]. Group 3: Regulatory Considerations - Despite the preliminary consensus, the subsidy review process by EU countries is still ongoing, and the power plant strategy requires final approval from the European Commission based on subsidy regulations [2].