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彭博社

参议院许可协议对美国气候排放意味着什么What the Senate Permitting Deal Means for US Climate Emissions

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由扎赫拉·赫尔吉(Zahra Hirji)和莱斯利·考夫曼(Leslie Kaufman)报道:经过多年的反复尝试,一个由两党参议员组成的小组终于在周三提出了一项长达417页的许可改革法案。该法案旨在简化从建设长距离输电线路到可再生能源项目再到天然气管道等各种基础设施的审批流程。预计相关投票将在中期选举之后才会进行。

After years of false starts, a bipartisan group of senators on Wednesday produced a 417-page permitting reform bill, designed to make it easier to build everything from long-distance power lines to renewable energy projects to natural gas pipelines. A vote is not expected until after the midterm elections. That leaves plenty of time to argue over what the sprawling compromise would actually do for the climate: decrease or increase US greenhouse gas emissions?

这为人们提供了充足的时间来讨论这项复杂的妥协方案究竟会对气候产生什么影响:是会减少还是增加美国的温室气体排放?

The answer isn’t obvious.

答案并不明显。更快速的审批流程可能会推动那些因等待审批而停滞不前的清洁能源项目得以顺利实施;同时,它也会使建设输电管道和其他化石燃料基础设施变得更加容易。目前,研究人员已经开始对这些相互冲突的影响进行量化分析。

Faster permitting could unlock clean-energy projects that have been stuck waiting for approvals, while also making it easier to build pipelines and other fossil-fuel infrastructure. Researchers are now starting to put numbers around those competing effects. One new analysis published this week offers a sense of the potential climate payoff from an important piece of the legislation: transmission reform.

本周发布的一项新分析显示,这项法案中的关键部分(即输电系统改革)可能带来显著的气候效益:如果能够简化相关规则、加快能源项目与电网的连接速度,并扩大不同地区之间的能源传输能力,那么到2035年,美国的二氧化碳排放量可能会比不实施改革的情景下减少7100万吨(相当于减少9%)。

Streamlined rules making it faster to connect energy projects to the grid and expand energy connection, or transmission, between regions could cut carbon dioxide emissions by 71 million metric tons, or 9%, in 2035 compared to a non-reform scenario.

这项分析由非营利组织“气候与能源解决方案中心”(Center for Climate and Energy Solutions, C2ES)和咨询公司Greenline Insights共同完成。虽然该分析并未全面涵盖法案中提出的所有改革措施,但它仅聚焦于输电系统的改革内容,并探讨了这些改革对美国四个主要电力消费地区的具体影响。这四个地区合计占据了美国全国电力需求的约一半。

The modeling, conducted by the nonprofit Center for Climate and Energy Solutions (C2ES) and consulting company Greenline Insights, does not comprehensively address the bill’s laundry list of proposed reforms. It’s only focused on the transmission piece and on how changes would affect four regions of the country that account for about half of US electricity demand. Despite those limitations, C2ES president Nathaniel Keohane told Bloomberg News he’s confident the bill “on net is good for the economy, it’s good for consumers, and it’s good for climate.”

尽管存在这些限制,C2ES的总裁纳撒尼尔·基奥汉(Nathaniel Keohane)对彭博新闻表示,他相信这项法案“总体上对经济有利、对消费者有利,也对气候有利”。他特别强调了该法案对电力行业排放的影响:“随着时间的推移,我们有望实现数十亿吨级别的碳排放减排。”咨询公司Grid Strategies LLC的总裁罗布·格拉姆利希(Rob Gramlich)指出,虽然这项法案在技术上保持中立(即不偏袒任何特定的能源生产方式),但它为“清洁能源的未来”奠定了基础;而如果没有这项法案,实现这样的未来将非常困难。

The estimated impact on power-sector emissions is particularly notable, he added: “We’re talking gigaton-scale emissions reductions over time.”Rob Gramlich, president of the consulting firm Grid Strategies LLC, said that although the package is technology neutral — meaning it doesn’t favor specific types of energy generation — it “enables a clean energy future” that’s “just going to be very hard to get” otherwise. Consider data centers.

以数据中心为例:为数据中心快速提供能源的一种方法是建设现场燃气基础设施。格拉姆利希表示:“这项法案将为数据中心提供更多选择。”他还提到,许多州、公用事业公司和科技公司都希望改善自身的能源供应结构。

One way to power them quickly is to build gas infrastructure on site. “This bill would open up a lot more options,” Gramlich said, adding that there are many states, utilities and technology companies looking to clean up their power supply. Other climate science and policy experts seem to agree.

其他气候科学和政策专家也持类似观点。前拜登政府气候官员、现任自由派智库Searchlight Institute高级研究员简·弗格纳尔(Jane Flegal)在X平台上称赞这项法案“非常出色”。非营利研究机构Berkeley Earth的气候科学家兼能源系统分析师齐克·豪斯法特(Zeke Hausfather)表示:“我认为这项法案很可能会减少美国的温室气体排放。主要原因在于,目前联邦政府的审批程序对清洁能源的发展构成了更大的障碍。”

In a post on X, Jane Flegal, a former Biden administration climate official who is now a senior fellow at the liberal think tank Searchlight Institute, called the bill “awesome.”“Bottom line, I think the bill will likely reduce US greenhouse gas emissions,” said Zeke Hausfather, a climate scientist and energy systems analyst at the nonprofit research group Berkeley Earth. “The main reason is that federal permitting is a much bigger obstacle for clean energy than for fossil fuels today.”

不过他也提醒说,与化石燃料相关的条款会立即生效,而清洁能源带来的实际效益则需要更长时间才能显现,因为这些效益取决于联邦监管机构的长期执行工作。

However, he cautioned, the fossil-fuel provisions would take effect immediately, while the biggest clean-energy gains would take much longer to arrive, since they depend on years of implementation by federal regulators.

环保活动人士对该协议则持较为谨慎的态度。他们担心该协议会对濒危物种、水道环境、公众参与度以及温室气体排放产生负面影响。自然资源保护委员会主席马尼什·巴普纳称,协议中关于能源输送的相关条款“十分必要”,但该组织仍在评估这些条款的益处是否足以抵消那些可能加速石油与天然气开发、进而削弱协议气候效益的负面影响。

Environmental activists are less bullish on the deal. They are fearful of the implications for endangered species, waterways and public participation, as well as emissions. Manish Bapna, president of the Natural Resources Defense Council, called the transmission provisions “desperately needed” but said the group is still assessing whether those outweigh changes that could accelerate oil and gas development and thereby limit the legislation’s climate benefits.

长期以来,许可程序改革一直受到两党的共同支持。今年,不断上涨的电费以及公众对数据中心建设的反对呼声,促使民主党和共和党更有动力着手缓解电网压力。不过,该协议能否最终成为法律尚不确定;其内容仍有可能发生重大变动甚至彻底流产。总体而言,这份协议利弊并存——一些专家指出,在当前政府任期内,这或许已是环境政策所能达到的最高目标了。

Permitting reform has long held bipartisan appeal. But this year, the political stakes of rising power bills and opposition to data centers gave Democrats and Republicans a new impetus to try to ease the crunch on the grid. The deal is far from certain to become law; it could still change significantly or collapse. It is a mixed bag — and, some experts say, probably as ambitious as environmental policy will get under the current administration.