核电站还能再挤出多少电力?
美国最大核电运营商 Constellation 宣布投入超 43 亿美元,对 6 座电站的 11 台机组进行功率提升(power uprate),新增近 1 吉瓦容量,Google 已签约购电。美国能源部另向 Vistra 提供 42 亿美元贷款用于三座电站升级,新增 433 兆瓦,Meta 已签长期购电协议。美国核电现有约 98 吉瓦容量,提升改造可再增 3 至 8 吉瓦,但 PJM 预计到 2030 年仅 AI 就将带来约 30 吉瓦新增峰值需求。
kilowatt basis, that Constellation project is less expensive than building a new reactor, but it’s still more expensive than building a new utility-scale solar farm with energy storage or a combined-cycle natural-gas plant. Even at this high cost, uprates are in high demand. Today, the US nuclear fleet has roughly 98 gigawatts of total power capacity. Depending on who you ask, there’s somewhere between three and eight additional gigawatts on the table from uprates. A pretty significant chunk of
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