电力简史- 对比 2000 年与 2025 年燃气轮机周期-Capital Goods-A Brief History of Power - Comparing the 2000 and 2025 Gas Turbine Cycles
2026-02-25 04:08
| | 2000 Cycle | 2025 Cycle | | --- | --- | --- | | | Speculative: Market deregulation led investors | Concrete demand: Real-time electricity demand most | | Primary Demand Driver | to build power plants without guaranteed | notably Data Centers, but also underlying electricity | | | buyers. | consumption growth (EV, industrial) | | | U.S. Centric: Driven almost entirely by the | US driven, but relatively more globally diverse: US | | Regional Anchor | North American power market. | demand (DC driven) + Asi ...