加拿大可再生能源巨头、拥有大额美国出口合同的魁北克水电公司，将一项价值2000亿加元（约合1430亿美元）的投资计划延长六年至2041年。在此之前，该公司预计可能成为电力净进口国。
Hydro-Quebec, a Canadian renewable-energy powerhouse with major US export contracts, is stretching an investment plan worth C$200 billion ($143 billion) by six years to 2041. Until then, it anticipates potentially being a net importer of electricity.
这家魁北克省国有公用事业公司于2023年启动了一项雄心勃勃的行动计划，旨在到2035年建设新的发电产能并提高输电可靠性。该计划旨在应对能源短缺和电动汽车行业繀荣带来的需求增长，并履行其向美国出口电力的承诺。
Quebec’s state-owned utility launched an ambitious action plan in 2023 to build new power generation capacity and improve transmission reliability by 2035. The plan aimed to meet demand amid an energy shortfall and a boom in the electric vehicle industry, and fulfill its power export commitments to the US.
今年，魁北克水电公司通过两个重大项目的启用扩大了其在美国的业务：由黑石集团支持、向纽约市输电的尚普兰哈德逊电力快线，以及安然吉公司的新英格兰清洁能源连接线。
Hydro-Quebec expanded its US presence with the opening of two major projects this year: the Blackstone Inc.-backed Champlain Hudson Power Express feeding New York City and Avangrid Inc.’s New England Clean Energy Connect.
随着电动汽车电池制造项目接连告吹，电动汽车普及所需时间超出预期，魁北克水电公司表示，能源需求低于预测。“需求增长比预期更为渐进，”发言人Cendrix Bouchard表示。
As EV battery-manufacturing projects collapsed and EV adoption takes more time than expected, Hydro-Quebec says the need for energy is lower than forecast. “The increase in demand is more gradual than expected,” said spokesperson Cendrix Bouchard.
周二发布的一份新的15年电力供应计划预计，到2041年，产能需求将增长30%至52000兆瓦，其中超过一半用于满足交通电气化的需求。
A new 15-year electricity supply plan released Tuesday expects capacity demand to grow by 30% to 52,000 megawatts by 2041, with more than half to meet the needs of transportation electrification.
与此同时，魁北克水电公司正因水库水位偏低而面临困境，被迫在外部市场（包括美国现货市场）购买电力。即使水位在2028年恢复正常，该公用事业公司假设其进口电力将多于出口电力，直至2041年。考虑到其过去为向美国推销廉价电力所做的诸多努力，这是一个重大转变。
Hydro-Quebec is struggling in the meantime with low water levels in its reservoirs, pushing it to buy electricity on external markets — including US spot markets. Even if water levels return to normal by 2028, the utility assumes it will import more than it exports until 2041. This is a significant turnaround, considering its many past efforts to sell its cheap power in the US.
新增产能将主要来自风能和水电。TC Energy公司位于贝康库尔的天然气发电厂也将作为能源组合推广的一部分进行升级；自2006年投运以来，该电厂基本处于停运状态。
The additional capacity will mainly come from wind power and hydroelectricity. TC Energy Corp.’s natural gas power plant in Becancour will also be upgraded as part of the energy mix rollout; it has been essentially out of service since it was commissioned in 2006.
魁北克水电公司于8月与纽芬兰和拉布拉多省签署了一份新的为期50年的供电协议。这份价值近500亿加元的协议将通过升级改造以及在丘吉尔河鸥岛建设一座新的径流式发电站，增加丘吉尔瀑布拉布拉多公司的水电产量，魁北克水电公司将担任主要建设方。
Hydro-Quebec entered in August into a new 50-year supply agreement with Newfoundland and Labrador. The deal worth near C$50 billion will increase Churchill Falls Labrador Corp.’s hydroelectric power production through upgrades and the construction of a new run-of-river generating station on the Churchill River at Gull Island, with Hydro-Quebec acting as the principal constructor.
9月，魁北克水电公司向马萨诸塞州的三家配电公司——Eversource Energy、National Grid PLC和Unitil Corp.——提起诉讼，指控其扣留了与新英格兰清洁能源连接合同相关的约4000万美元款项。
In September, Hydro-Quebec filed a lawsuit against three Massachusetts electricity distributors — Eversource Energy, National Grid PLC and Unitil Corp. — for withholding about $40 million in payments related to the New England Clean Energy Connect contract.
魁北克水电公司在一份电子邮件声明中表示：“争议源于与2026年1月和2月异常冬季条件下发生的某些交付中断有关的分歧。”该公用事业公司援引不可抗力条款作为理由——中断发生在魁北克极端寒冷和高电力需求期间。
“The dispute arises from disagreements related to certain delivery interruptions that occurred during the exceptional winter conditions of January and February 2026,” Hydro-Quebec said in an emailed statement. The utility cited a force majeure clause as a justification — the interruptions occurred during extreme cold and high electricity demand in Quebec.
这三家配电公司也起诉了魁北克水电公司，主张他们有权扣留付款。
The three distributors have also sued Hydro-Quebec, claiming their right to hold back their payments.