独家洞察 | 不断升级的贸易战或危及美国东北部电力供应

Core Viewpoint - The article discusses the interdependence of the U.S. and Canadian electricity markets, particularly in light of recent trade tensions and proposed tariffs, highlighting the potential impacts on energy infrastructure and supply dynamics [1][12]. Group 1: U.S.-Canada Electricity Interdependence - Canadian electricity has been crucial in meeting the demand in the U.S., especially in the Northeast, with peak electricity transfers from Hydro-Québec reaching 2,238 megawatts and from Ontario reaching 2,311 megawatts [3]. - The interconnection between the U.S. and Canadian electricity systems is significant, with exceptions occurring only during specific maintenance periods or demand surges [3]. - The Northeast U.S. shows a strong reliance on Canadian electricity, with ISO-NE and NYISO's average dependency reaching approximately 18% and 12% respectively in 2023, peaking at 21% and 17% [5]. Group 2: Future Infrastructure Developments - Despite the heavy reliance on Canadian electricity, the Northeast U.S. is not planning to reduce this dependency, as evidenced by the construction of four new transmission lines that will increase capacity by at least 55% [9]. - The ongoing geopolitical and trade uncertainties may affect energy infrastructure projects, raising questions about the impact of potential tariffs on these developments [12].