MISO對煤炭投擲一條短救生索,反之亦然
市場調查報告書
商品編碼
1124087

MISO對煤炭投擲一條短救生索,反之亦然

MISO Throws a Short Lifeline to Coal, or Vice Versa

出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2個工作天內

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簡介目錄

由於MISO的容量競標的結果和今後的容量不足的警告,這個夏天,陸續發表了為了緩和至2025年的市場窘迫,煤炭發電廠的退役延期。MISO向FERC申請將Rush Island(1,195MW)指定為SSR,MISO判斷退役將使供電網的可靠性暴露於危險中,因此是為了確保成本回收。

可是,今後10年,由於供應鏈的後退而導致的短期產能短缺,以及再生能源大量引進預計長期性容量不足,需要不僅這個發電廠維持上線狀態。電力公司清潔能源目標,環保法規,老化,經濟理由等,所有人都競相將煤炭排除在系統之外,不過,由於維持固定容量的必要性,加速退役是有限度的。問題並非缺乏理由和動機,現實上MISO確保替代容量並不容易。

本報告提供MISO的煤炭發電廠的退役延期發表相關資訊。

簡介目錄

Report Summary:

Following the Midcontinent System Operator's capacity auction results and warnings of upcoming capacity shortfalls, a wave of coal plant retirement delay announcements rolled in this summer in an effort to mitigate market tightness until 2025. MISO just filed with FERC to designate Rush Island (1,195 MW) a SSR, which will guarantee cost recovery after MISO found its retirement would endanger grid reliability. However, it is not the only plant that will be needed to stay online in the following decade, as capacity tightness is projected in the near-term due to supply chain setbacks and long-term despite a high amount of renewables entering the system. Utility clean energy goals, environmental regulation, age and economic reasons will all compete to pressure coal off the system, but the need to retain firm capacity will put a cap on accelerated retirements. The issue is not a lack of reason or motivation, but the reality is that replacement capacity is not easy to come by in MISO.