挑战电力技术假设Challenging power teChnology assumptions
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碳跟踪器在能源转换方面的工作已经证明了挑战传统能源模型假设的价值。关于哪种技术是最便宜的选择,能源辩论中出现了一幅令人困惑的画面,然而,世界显然正处于这样一个阶段:更多的可再生能源正在建设,新的煤炭和天然气发电厂也存在不确定性。除去成本的电力(lco)提供了一种比较的成本技术,尽管人们普遍认识到,每个技术,有大范围的值,其他重要因素,如每日高峰定价和风能和太阳能的系统值也来玩。很明显,“哪个是最便宜的?”是:“视情况而定”。这一分析试图证明,对于那些利用lco进行投资或做出政策决定以挑战基本假设、并了解情况如何变化的人来说,为什么它是有用的。这项研究强调了对平均LCOE假设进行的一系列小幅增量更改如何对发电技术的可承受性产生深远的累积影响。碳跟踪器在能源转换方面的工作已经证明了挑战传统能源模型假设的价值。关于哪种技术是最便宜的选择,能源辩论中出现了一幅令人困惑的画面,然而,世界显然正处于这样一个阶段:更多的可再生能源正在建设,新的煤炭和天然气发电厂也存在不确定性。除去成本的电力(lco)提供了一种比较的成本技术,尽管人们普遍认识到,每个技术,有大范围的值,其他重要因素,如每日高峰定价和风能和太阳能的系统值也来玩。很明显,“哪个是最便宜的?”是:“视情况而定”。这一分析试图证明,对于那些利用lco进行投资或做出政策决定以挑战基本假设、并了解情况如何变化的人来说,为什么它是有用的。这项研究强调了对平均LCOE假设进行的一系列小幅增量更改如何对发电技术的可承受性产生深远的累积影响。
Carbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model assumptions. There is a confusing picture in the energy debate about which technologies are the cheapest option, yet the world is clearly at a point where more renewables are getting built and there is uncertainty about new coal and gas plants. Levelised Costs of Electricity (LCOEs) provide one way of comparing the costs of technologies, although it is widely recognized that there are large ranges of values for each technology, and that other important factors such as daily peak pricing and the system value of wind and solar also come in to play. It is clear that the answer to the question “Which is the cheapest?” is: “It depends”. This analysis is an attempt to demonstrate why it is useful for those using LCOEs to make investment or policy decisions to challenge the underlying assumptions, and understand how the landscape is changing. This research highlights how a series of modest incremental changes to average LCOE assumptions can have a profound cumulative impact on the affordability of power generation technologies.Carbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model assumptions. There is a confusing picture in the energy debate about which technologies are the cheapest option, yet the world is clearly at a point where more renewables are getting built and there is uncertainty about new coal and gas plants. Levelised Costs of Electricity (LCOEs) provide one way of comparing the costs of technologies, although it is widely recognized that there are large ranges of values for each technology, and that other important factors such as daily peak pricing and the system value of wind and solar also come in to play. It is clear that the answer to the question “Which is the cheapest?” is: “It depends”. This analysis is an attempt to demonstrate why it is useful for those using LCOEs to make investment or policy decisions to challenge the underlying assumptions, and understand how the landscape is changing. This research highlights how a series of modest incremental changes to average LCOE assumptions can have a profound cumulative impact on the affordability of power generation technologies.
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