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煤炭的未来(下)摆脱煤电趋势在AI时代生变
日经中文网·2025-05-14 03:16

Group 1 - The trend of phasing out coal power in developed countries is wavering due to the increasing electricity demand driven by the proliferation of AI [1][2] - The U.S. government, under President Trump, has signed measures to revitalize the coal industry, allowing the extension of the operational lifespan of coal-fired power plants originally slated for closure [1][2] - The International Energy Agency (IEA) predicts that electricity consumption from data centers will more than double by 2030 compared to 2024, with renewable energy expected to account for nearly 50% of the demand increase [2][3] Group 2 - In Japan, coal-fired power generation accounts for about 30% of the total power generation in the fiscal year 2023, and the country faces challenges in phasing out coal power as per the G7 agreement [2][3] - New technologies such as Ultra-Supercritical (USC) and Integrated Gasification Combined Cycle (IGCC) are being developed to reduce emissions while still utilizing coal [3] - The challenge of balancing energy security, affordable supply, and environmental protection remains significant for coal-fired power generation [4]