A Rising Mass Of Support Could Lead To A U.S. Nuclear Renaissance
越来越多的支持可能导致美国核能复兴
David Blackmon
Senior Contributor
David Blackmon is a Texas-based public policy analyst/consultant.
A group of the world’s biggest banks said Monday they will increase support
for the expansion of nuclear power, according to the Financial Times. The
banks, including Barclay’s, Bank of America, Citi, Morgan Stanley, BNP
Paribas, and Goldman Sachs will make the formal announcement later Monday at
an event with White House climate policy advisor John Podesta.
据英国《金融时报》报导，一些世界上最大的银行周一表示，他们将增加对核电扩张的支
援。包括巴克莱银行、美国银行、花旗银行、摩根士丹利、法国巴黎银行和高盛在内的银
行将于周一晚些时候在与白宫气候政策顾问约翰·波德斯塔 （John Podesta） 举行的活
动中正式宣布这一消息。
The stepped-up commitment from the banks is in support of goals set out at
last year’s COP 28 conference to triple nuclear generation globally by 2050.
It comes as expansion of wind generation - and, to a lesser extent, solar -
is meeting with rising opposition from communities and struggling with
profitability even while benefitting from a suite of government subsidies and
tax incentives. It also comes as power grid managers struggle with increasing
reliability issues as they are forced to integrate more and more intermittent
wind and solar into their regional power structures.
银行加大承诺是为了支援去年 COP 28 会议上提出的到 2050 年将全球核能发电量增加两
倍的目标。与此同时，风力发电（以及太阳能）的扩张正遭到社区日益增长的反对，即使
在受益于一系列政府补贴和税收优惠的同时，也在为盈利能力而苦苦挣扎。与此同时，电
网管理者被迫将越来越多的间歇性风能和太阳能整合到其区域电力结构中，因此正在努力
解决日益严重的可靠性问题。
Developers of AI and other cutting-edge technologies that require
power-hungry data centers have become increasingly concerned that their needs
can’t be met by intermittent generation, even with backup provided by
current battery technology. U.S. companies are increasingly seeking to
execute power supply agreements with traditional forms of 24/7 baseload
generation to fill their needs. Nuclear generation, as a zero-emissions power
source, helps such companies meet both their power needs and emissions
reductions goals.
需要高耗电数据中心的 AI 和其他尖端技术的开发人员越来越担心，即使使用当前电池技
术提供的备用电源，间歇性发电也无法满足他们的需求。美国公司越来越多地寻求与传统
形式的 24/7 基本负载发电来执行供电协定，以满足他们的需求。核能发电作为一种零排
放能源，可以帮助这些公司满足其电力需求和减排目标。
On Friday, Microsoft announced it had reached a deal with Constellation
Energy to restart Unit 1 of its Three Mile Island nuclear facility in
Pennsylvania to provide power to fill its own regional data center needs.
Unit 2 of the Three Mile Island facility suffered a partial meltdown in 1979,
an incident that released radioactive gases and iodine into the atmosphere,
and which still ranks at the most severe nuclear incident in U.S. history.
The U.S. nuclear power industry, which had undergone a rapid expansion during
the 1970s, has struggled to restore public and policymaker confidence in the
safety of its operations across the 45 years since that event.
周五，Microsoft 宣布已与 Constellation Energy 达成协定，重新启动其位于宾夕法尼
亚州的三里岛核设施的 1 号机组，以提供电力来满足其自己的区域数据中心需求。1979
年，三哩岛设施的 2 号机组发生了部分熔毁，这次事故将放射性气体和碘释放到大气中
，至今仍是美国历史上最严重的核事故。美国核电工业在 1970 年代经历了快速扩张，自
那次事件发生以来的 45 年里，它一直在努力恢复公众和政策制定者对其运营安全的信心
。
Three Mile Island’s Unit 1 was not impacted by that incident and continued
in service until it was retired by Constellation in 2019 due to economic
reasons. Constellation said it plans to invest $1.6 billion to refurbish Unit
1, with a target for restarting the reactor by 2028. Its deal with Microsoft
is for a 20-year power provision commitment.
三哩岛的 1 号机组没有受到该事件的影响，并继续服役，直到 2019 年因经济原因被
Constellation 退役。Constellation 表示，它计划投资 16 亿美元翻新 1 号机组，目
标是到 2028 年重新启动反应堆。它与 Microsoft 达成协议，承诺提供 20 年的电力供
应。
https://www.forbes.com/sites/davidblackmon/2024/09/23/a-rising-mass-of-support-could-lead-to-a-us-nuclear-renaissance/
心得/评论：
原文金融时报要订阅
https://www.ft.com/content/96aa8d1a-bbf1-4b35-8680-d1fef36ef067
韩国核电复兴 微软买三哩岛
台湾好像没有核能ETF可以买