
数据来源:未来资源组织;注:RFF核心情景;图表:Ben Geman/Axios 一项新分析发现,参议院的许可法案将在短期内削减发电厂排放,并有助于抑制电价上涨。
Data: Resources for the Future; Note: Central RFF scenario ; Chart: Ben Geman/Axios The Senate permitting plan would cut emissions from power plants in the near term and help keep electricity prices down, a new analysis finds.
重要性:未来资源组织(Resources for the Future,一家无党派智库)学者的这项研究,提供了迄今为止关于该法案影响最详尽的独立建模分析之一。
Why it matters: The study from scholars at Resources for the Future, a nonpartisan think tank, offers some of the most detailed independent modeling yet of the bill 's effects.
- 它将有助于在即将于11月9日举行的测试性投票前,为围绕该法案的游说和倡导活动提供参考。
• It will help inform lobbying and advocacy around the bill ahead of a test vote looming on Nov. 9. Driving the news:
新闻背景:该分析模拟了与现行法律和政策相比,该法案将如何影响电力部门。其核心情景的发现包括:
The analysis models how the bill would affect the power sector compared with current law and policies. Among the findings from its central scenario:
- 它将推动“强劲”的输电网络扩张,使得“能够利用更多清洁能源和各类现有资源”。
• It would drive "robust" transmission expansion, enabling "use of additional clean energy and existing resources of all types."
- 与无法案基准情景相比,预计到2041年,整体电力系统成本每年将降低3.5%至7%,按现值计算,到2050年总计节省超过3500亿美元。
• Overall electricity system costs are an estimated 3.5% to 7% lower each year through 2041 compared to a no-bill baseline, saving over $350 billion total through 2050 in present-value terms.
- 合著者Kevin Rennert告诉Axios,这应当会转化为民众更低的电费账单,尽管该研究并未直接模拟零售电价。
• That should translate into lower electricity bills for people, co-author Kevin Rennert tells Axios, though the study does not directly model retail prices.
该法案将促进可再生能源的建设,部分得益于输电网络的扩张,新增清洁能源将取代化石燃料,尽管燃气发电装机容量仍会增加。
The bill would boost the build-out of renewables, partly enabled by expansion of transmission, with added clean energy displacing fossil fuels even though additions of gas-fired capacity still occur.
- 电力部门的二氧化碳排放量将随着更多煤电被挤出而初步下降,随后随时间推移回升——但仍将保持在无该法案预测水平之下。
• CO2 from the power sector would initially drop as more coal is edged aside, and then climb over time — but remain below levels projected without the bill. By the numbers:
数字解读:根据研究的核心展望,与现行法律和政策的基准情景相比,2028年电网上的清洁能源装机容量将额外增加约60吉瓦。
In 2028, there's roughly 60 gigawatts more clean energy capacity on the grid in the study's central outlook compared to a baseline of current law and policy.
数据来源:未来资源组织;图表:Ben Geman/Axios
Data: Resources for the Future; Chart: Ben Geman/Axios The intrigue:

耐人寻味的是: RFF的分析展示了其认为该法案初期将如何推动发电厂排放下降。
The RFF analysis shows how it sees the bill initially pushing power plant emissions downward.
- 甚至这种最终的上升趋势也绝非板上钉钉。这类研究在定义上就充满了作者们所承认的假设和变量——毕竟未来就是未来。
• Even that eventual upward trend is hardly guaranteed. • This kind of study is by definition packed with assumptions and variables that the authors acknowledge — the future being the future and all.
例如,它采用了“高电气化需求情景”,以代表来自数据中心和其他来源的需求快速增长。
• For instance, it uses a "high-electrification demand scenario to represent the rapid increase in demand from data centers and other sources."
但是:这项研究——使用的是美国能源部落基山国家实验室开发的模型——并未试图分析这项范围广泛的法案的各个方面。
Yes, but: The study — which uses a model developed by the Energy Department's National Laboratory of the Rockies — doesn't attempt to analyze every aspect of the wide-ranging bill.
例如,它未能体现环境法律的变化将如何影响采矿、管道建设以及电力部门以外的各类活动。
• For example, it does not capture how changes in environmental laws would affect mining, pipelines, and various activities outside the power sector.
快速跟进:在围绕该法案激烈的公开和闭门游说中,还有大量其他分析在流传。
Catch up quick: There's a lot of other analysis flying around in the intense public and closed-door lobbying over the bill.
- 白宫的一项新研究发现,该法案最终将使国内生产总值(GDP)每年增加820亿至1640亿美元,并为电费带来大幅节省。
• A new White House study finds the bill would eventually boost GDP by $82 billion to $164 billion annually and provide substantial savings on power bills.
- 《Punchbowl News》报道,太阳能产业协会正在国会山分发一份分析,显示根据该法案,到2035年,太阳能和风能将共同提供超过37%的电力生产,而在“许可受阻”情景下这一比例约为20%。
• And Punchbowl News reports that the Solar Energy Industries Association is circulating an analysis on Capitol Hill showing that under the bill, solar and wind would together provide over 37% of power generation in 2035 vs. around 20% under "obstructed permitting."
我们正在关注:排放、可再生能源部署和成本是许可法案之争中的几个因素,但远非唯一因素,因为一些环保人士和其他批评者正在抨击该法案。
What we're watching: Emissions, renewables deployment, and costs are several factors in the permitting bill battle, but hardly the only ones as some environmentalists and other critics take aim at the bill.
- 其他有争议的领域还包括对与美洲原住民部落协商、历史保护等方面的影响。
• Other contested terrain includes the effect on consultation with Native American tribes, historic preservation, and more.
- 例如,美国全国有色人种协进会(NAACP)刚刚发布了一份文件,强烈批评该法案。
• The NAACP, for instance, is out with a new document strongly criticizing the bill.