Grid capacity/grid interconnection reform
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专家反馈:美国可再生能源电力需求-Expert Call Feedback_ US Renewables_Power Demand
2025-12-15 01:55
Global | Utilities & Clean Energy Equity Research Expert Call Feedback: US Renewables/Power Demand While renewables are attractive on cost/speed of deployment basis, existing hurdles of power firmness and grid constraints need to be overcome before renewables can take up more direct share in the US data centre market. Rystad sees load/price impact from data centres as being relatively limited to date, and that an all-of-the-above approach is likely required to facilitate load growth as US data centre demand ...