Ember 新分析显示,太阳能如今同等年发电量所需前期资本已低于煤电或天然气,十年前其前期投资最高是后者的五倍。IRENA 数据显示,自 2010 年以来光伏装机成本下降 87%、电池储能成本下降 93%。高辐照地区光伏配储能的稳定供电成本估计为 $54–82/MWh,低于中国新建煤电的 $70–85 和全球新建天然气发电的 $100 以上。
Solar has crossed a bigger economic threshold than cheap electricity: it can now require less upfront capital than coal or gas for the same annual output.
According to a new Ember analysis, solar needed up to five times as much upfront investment a decade ago. Since 2010, IRENA says installed solar PV costs have fallen 87% and battery storage costs 93%.
In high-irradiance regions, firm solar-plus-battery power is now estimated at $54–82/MWh, versus $70–85 for new coal in China and more than $100 for new gas globally.
For the AI revolution to continue, massive investments and expansion in solar energy are essential. Currently, aside from nuclear energy (which is taking a long time to develop) and the potential future of fusion energy, there are few better energy sources.
来源:@kimmonismus · x.com