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公共政策与政治视角 - 约翰·麦克卢尔.pdf

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1、Energy&Environment:Energy&Environment:Public Policy&Political PerspectivesPublic Policy&Political PerspectivesPOWER SUMMITPOWER SUMMITOCTOBER 1,2025OCTOBER 1,2025John C.McClureExecutive VP External Affairs&General CounselSlides and comments are mine and may or may not reflect NPPD policy positionsMe

2、mory LaneMemory LaneMy“Conclusions”My“Conclusions”from 2015 from 2015 presentationpresentation The Nation remains deeply divided politically,socially and geographically.National energy policy is increasingly made by federal regulatory agencies and not by Congress.The use of coal to produce electrici

3、ty will continue to decrease nationally;but remain significant in certain geographic regions.Renewables and distributed generation will continue to grow;but will face increasing integration challenges in some regions.Natural gas will continue to play a growing role in the production of electricity.T

4、ransmission expansion will be required to incorporate more renewables.Litigation over the Clean Power Plan will leave a cloud over the program until addressed by the Supreme Court(2018/19).Tax subsidies have major impacts on electricity markets.Memory LaneMy“Conclusions”from 2015 Presentation2Three

5、Simple QuestionsHow can we provide electricity that is.SustainableThe Answers are ComplexReliable/ResilientAffordable34U.S.Electricity Generation by Major Energy Source,U.S.Electricity Generation by Major Energy Source,19501950-202420244Source:EIA55SPP Generating Capacity6SPPs Top Three Energy Produ

6、cersSPPs Top Three Energy Producers2012 2012-20232023Source:SPP7Southwest Power Pool 2024 annual report2024 SPP Energy Production2024 Nebraska Electricity Mix2024 Nebraska Electricity MixIn 2024,about 55%of the electrical energy produced by Nebraska utilities came from coal,with the next highest cat

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1. **能源结构现状**:2024年 Nebraska 电力结构中煤电占55%,核能20%,风能19%;SPP区域煤电仍占重要地位,但煤电全国占比持续下降。 2. **政策与挑战**:联邦能源政策由监管机构主导,而非国会;特朗普政府转向支持化石能源与核能,拜登政府推动清洁能源与环保,但部分政策被“一揽子法案”削减。 3. **关键问题**:电网可靠性受可再生能源波动、基础设施老化及负荷激增影响;输电与可再生能源选址面临拖延和地方反对。 4. **未来方向**:需平衡可靠性、可负担性与可持续性;核能(如SMRs)被视为清洁稳定选项,但成本高昂;联邦激励将助力电力扩张,尤其核能。
**能源未来如何?** **核电可行吗?** **电网可靠吗?**
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