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俄乌冲突背景下的美国核能发展前景

作者:赵行姝 出版日期:2024年08月 报告页数:20 页 报告大小: 报告字数:26487 字 所属丛书:美国蓝皮书 所属图书:美国研究报告(2023) 浏览人数: 下载人数:

文章摘要:核能是美国能源结构中的重要组成部分,约占美国电力的20%。进入21世纪,美国历届政府均表态支持核能发展,但它们所实施政策的深度与广度并不相同。由于天然气价格降低、可再生能源竞争加剧、电力需求增速减缓、核电成本降幅有限等多种原因,美国国内核电发展缓慢。俄乌冲突具有重要的能源含义,短期内促使天然气价格上涨,制约天然气发电竞争力的进一步发挥;长期看将凸显地缘政治因素在能源安全中的作用,促使能源消费国鼓励能源多样化发展;同时,促使美国更加重视与全... 展开

文章摘要:核能是美国能源结构中的重要组成部分,约占美国电力的20%。进入21世纪,美国历届政府均表态支持核能发展,但它们所实施政策的深度与广度并不相同。由于天然气价格降低、可再生能源竞争加剧、电力需求增速减缓、核电成本降幅有限等多种原因,美国国内核电发展缓慢。俄乌冲突具有重要的能源含义,短期内促使天然气价格上涨,制约天然气发电竞争力的进一步发挥;长期看将凸显地缘政治因素在能源安全中的作用,促使能源消费国鼓励能源多样化发展;同时,促使美国更加重视与全球“战略竞争”对手(中俄两国)的竞争性,而后者在核能领域已对美国提出巨大挑战。拜登政府已陆续出台数项核能激励政策,预计未来,伴随俄乌冲突的进一步发展,美国战略竞争动机与经济利益关切的重合度将增强,美国核能技术创新、核能工业及出口政策也将进一步增强。

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Abstract:Nuclear energy is an important part of the U.S.energy mix,accounting for about 20 percent of U.S.electricity. Since the beginning of the 21st century,successive U.S.administrations have been supporting for nuclear energy,but they have implemented different policies. The development of nuclear power in the United States has been slow due to a variety of reasons,such as lower natural gas prices,competitive renewable energy,slow el... 展开

Abstract:Nuclear energy is an important part of the U.S.energy mix,accounting for about 20 percent of U.S.electricity. Since the beginning of the 21st century,successive U.S.administrations have been supporting for nuclear energy,but they have implemented different policies. The development of nuclear power in the United States has been slow due to a variety of reasons,such as lower natural gas prices,competitive renewable energy,slow electricity demand growth,and limited cost reductions of nuclear power. The Russia-Ukraine conflict has important energy implications,which will increase the price of natural gas in the short term and restricts the further competitiveness of natural gas-fired generation. In the long run,the role of geopolitical factors in energy security will be highlighted,encouraging energy-consuming countries to enhance energy diversification. At the same time,it has prompted the United States to place greater emphasis on competition with its global strategic competitors(China and Russia),which have posed a huge challenge to the United States in civilian nuclear energy area. The Biden administration has introduced several nuclear energy incentives,and it is expected that in the future,with the further development of the Russia-Ukraine conflict,the U.S.motivations of the strategic competition and economic interests will be enhanced,and the U.S.nuclear energy technology innovation,industry and export policies will be further strengthened.

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作者简介

赵行姝:赵行姝,中国社会科学院美国研究所研究员,主要研究领域为美国气候与能源政策、全球气候与能源治理。

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