A Rising Mass Of Support Could Lead To A U.S. Nuclear Renaissance
越來越多的支持可能導致美國核能復興
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.
據英國《金融時報》報導，一些世界上最大的銀行週一表示，他們將增加對核電擴張的支
援。包括巴克萊銀行、美國銀行、花旗銀行、摩根士丹利、法國巴黎銀行和高盛在內的銀
行將於週一晚些時候在與白宮氣候政策顧問約翰·波德斯塔 （John Podesta） 舉行的活
動中正式宣佈這一消息。
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.
銀行加大承諾是為了支援去年 COP 28 會議上提出的到 2050 年將全球核能發電量增加兩
倍的目標。與此同時，風力發電（以及太陽能）的擴張正遭到社區日益增長的反對，即使
在受益於一系列政府補貼和稅收優惠的同時，也在為盈利能力而苦苦掙扎。與此同時，電
網管理者被迫將越來越多的間歇性風能和太陽能整合到其區域電力結構中，因此正在努力
解決日益嚴重的可靠性問題。
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.
需要高耗電數據中心的 AI 和其他尖端技術的開發人員越來越擔心，即使使用當前電池技
術提供的備用電源，間歇性發電也無法滿足他們的需求。美國公司越來越多地尋求與傳統
形式的 24/7 基本負載發電來執行供電協定，以滿足他們的需求。核能發電作為一種零排
放能源，可以幫助這些公司滿足其電力需求和減排目標。
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.
週五，Microsoft 宣佈已與 Constellation Energy 達成協定，重新啟動其位於賓夕法尼
亞州的三里島核設施的 1 號機組，以提供電力來滿足其自己的區域數據中心需求。1979
年，三哩島設施的 2 號機組發生了部分熔毀，這次事故將放射性氣體和碘釋放到大氣中
，至今仍是美國歷史上最嚴重的核事故。美國核電工業在 1970 年代經歷了快速擴張，自
那次事件發生以來的 45 年裡，它一直在努力恢復公眾和政策制定者對其運營安全的信心
。
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.
三哩島的 1 號機組沒有受到該事件的影響，並繼續服役，直到 2019 年因經濟原因被
Constellation 退役。Constellation 表示，它計劃投資 16 億美元翻新 1 號機組，目
標是到 2028 年重新啟動反應堆。它與 Microsoft 達成協議，承諾提供 20 年的電力供
應。
https://www.forbes.com/sites/davidblackmon/2024/09/23/a-rising-mass-of-support-could-lead-to-a-us-nuclear-renaissance/
心得/評論：
原文金融時報要訂閱
https://www.ft.com/content/96aa8d1a-bbf1-4b35-8680-d1fef36ef067
南韓核電復興 微軟買三哩島
台灣好像沒有核能ETF可以買