éå»æ°å¹´éãå¤ãã®å°é家ãæ¥çé¢ä¿è ã強調ãã¦ããããã«ãé²è¡ä¸ã®ç¬¬4次ç£æ¥é©å½ã¯ãã¢ã¡ãªã«ãä¸çå ¨ä½ã§åä¾ã®ãªãé»åéè¦ã®æé·ãç½å¼ãã¦ãã¾ãã
ãå¹³å¦ãªé»åéè¦æ代ã¯çµãã£ããã¨é¡ãããå ±åæ¸ã«ããã¨ãé»åã³ã³ãµã«ãã£ã³ã°ä¼æ¥Grid Strategiesã¯ãã¢ã¡ãªã«ã®å°åéé»äºæ¥è ï¼RTOï¼ãã¦ã¼ãã£ãªãã£ãå«ãã°ãªããè¨ç»è ãã5å¹´éã®é»åéè¦æé·äºæ¸¬ãã»ã¼åå¢ããããã¨ãæããã«ãªãã¾ãããæ°åå¹´ã«ãããæå°éã¾ãã¯æ¨ªã°ãæé·ã®å¾ãã¢ã¡ãªã«ã®é»åéè¦ã¯ã人工ç¥è½ï¼AIï¼ãã¯ãªã¼ã³ã¨ãã«ã®ã¼ãæå·é貨ãã¼ã ã«ãã£ã¦æ¨é²ããããã¨ã§ã次ã®10å¹´ã§æ大15ï¼ æ¡å¤§ããè¦è¾¼ã¿ã§ãã
ããã¦ãä»ã主è¦ã¨ãã«ã®ã¼ä¼æ¥ããã®ç·æ¥ã®å¿ è¦æ§ã«åå ãã¦ãã¾ããNextEra Energyï¼NYSE:NEE)ãSouthern Companyï¼NYSE:SO)ãDominion Energyï¼NYSE:D)ãªã©ã®å¹¹é¨ã¯ãé«ã¾ãé»åéè¦ãæºãããã¨ãã¢ã¡ãªã«ã®çµæ¸ã¨å½å®¶å®å ¨ä¿éã«ã¨ã£ã¦æ¥µãã¦éè¦ã§ããã¨è¦åãã¦ãã¾ããNextEra Energyã®ã¤ã³ãã©éçºé¨éå¯ç¤¾é·ã§ããPetter Skantzeã«ããã¨ãAmazon Inc.ï¼NASDAQ:AMZN)ãMicrosoft Corpï¼NASDAQ:MSFT)ãAlphabet Incï¼NASDAQ:GOOG)ãMeta Platformsï¼NASDAQ: FB)ãªã©ã®ããã°ããã¯ä¼æ¥ã®å¹¹é¨ã¯ãã®ã¬ã¯ããè¦æ¨¡ã®ãã¼ã¿ã»ã³ã¿ã¼ã®æ¥éãªæ§ç¯ãç¶ããä¸ãã¦ã¼ãã£ãªãã£ã«ããå¤ãã®é»åä¾çµ¦ãè¦è«ãã¦ãã¾ãããããã®å·¨å¤§ãã¼ã¿ã»ã³ã¿ã¼ã¯ãåååçºé»æå ¨ä½ã®åºåã¨åçã®é»åãæ¶è²»ãã¾ãã
é¢é£ï¼ç±³å½ã®ã¨ãã«ã®ã¼çç£ãå¥ã®è¨é²ãéæ
ãããã¯ç°ãªãç·æ¥æ§ã§ãã次ã®æé·ã®æ®µéãæ¨é²ããããã«ãã®éè¦ãå¿ è¦ã§ããå½¼ãã¯ç¾å¨ã¦ã¼ãã£ãªãã£ã«è¨ªãããã¢ãå©ãã¦ãç§ã¯ãã®ãªã½ã¼ã¹ãã°ãªããã«ä¾çµ¦ããå¿ è¦ãããã¨è¨ã£ã¦ãããã¨Skantzeæ°ã¯ä»é±ã®ãã¥ã¼ã¨ã¼ã¯ã§éå¬ããããã¤ã¿ã¼ã®ã°ãã¼ãã«ã¨ãã«ã®ã¼è»¢æä¼è°ã§è¿°ã¹ã¾ãããSkantzeæ°ã¯ããã®ãããªé»åãå¿ è¦ã¨ãããã¼ã¿ã»ã³ã¿ã¼ããã¸ã§ã¯ããé»åã°ãªããã«æ¥ç¶ããããã®é©åãªãªã½ã¼ã¹ã®å©ç¨å¯è½æ§ãã¢ã¡ãªã«çµæ¸ã«ã¨ã£ã¦é常ã«éè¦ã§ããã¨è¿°ã¹ã¦ãã¾ãã
ä¸æ¹ãCEOã¯ãªã¹ã»ã¦ã©ããã¯ã¯ãåé¨ã§1970年代ã¨1980年代ã®ãã¼ããã³ããã¨ã¢ã³ã³ã®ç»å ´ä»¥æ¥è¦ãããªãã£ãéè¦ã®æ°´æºãç®æãã¦ããã¨è¿°ã¹ã¦ãã¾ãããã®ã¦ã¼ãã£ãªãã£ã¯ãéè¦ã3ï½4åã«å¢å ãããã¨ãæå¾ ãã¦ãã¾ãã
ãå¤ãã¯ã人工ç¥è½ããã¹ã¦ã®å¤§è¦æ¨¡ãªå¦ç¿ã¢ãã«ã§ä½ãèµ·ããããããã¼ã¿ã»ã³ã¿ã¼ãæ¶è²»ãããã®ã«ä¾åãã¦ãã¾ããããã«ã製é æ¥ã®ãªã³ã·ã§ã¢ãªã³ã°ã¨ããã®ä¿¡ããããªãã»ã©ã®äººå£å¢å ãæ±åé¨ã§è¦ããããã¨ã¦ã©ããã¯ã¯ä¼è°ã§è¿°ã¹ã¾ããã
å æãã¨ãã«ã®ã¼é·å®ã¸ã§ããã¡ã¼ã»ã°ã©ãã«ã ã¯ãã¸ã§ã¼ã»ãã¤ãã³å¤§çµ±é ã®æ¿æ¨©ãæ¥å¢ããéè¦ã«å¯¾å¿ããããã«ä¸»è¦ãªãã¯ããã¸ã¼ä¼æ¥ã¨ååãã¦ãæ°åã«åªããé»åçºé»ã¸ã®æè³ãæ¤è¨ãã¦ãããã¨ãæããã«ãã¾ããã
ãç§ãã¡ã¯ãã¼ã¿é¢é£ä¼æ¥ã¨è©±ããã¦ãã¾ãã大æä¼æ¥ã¯æ¸©å®¤å¹æã¬ã¹æåºã¼ããç´æãã¦ãããã¯ãªã¼ã³ãªãã¼ã¹ãã¼ãé»åãæ±ãã¦ãã¾ãããã¯ããã¸ã¼ä¼æ¥ãã¯ãªã¼ã³ã¨ãã«ã®ã¼ãéè¦ãããªããé»åãæã¡è¾¼ãã¹ãã§ãããã®ãããç¾å¨ããã¯ããã¸ã¼ä¼æ¥ã¨ã¦ã¼ãã£ãªãã£ããã¯ããã¸ã¼ä¼æ¥ã¨åååä¼æ¥ã®éã§å¤ãã®è°è«ãé²è¡ä¸ã§ããã¨ã°ã©ãã«ã æ°ã¯ãã¤ã¿ã¼ã«èªãã¾ããã
FERCãç±³å½åã®ä¸»è¦é»åéé»ã¢ããã°ã¬ã¼ããæ¿èª
幸ããªãã¨ã«ãç±³å½ã®èæ½åããé»åã¤ã³ãã©ã¯ãããããå¿ è¦ãªæ¹ä¿®ãè¡ãããããã¾ããã5æã«ãç±³å½é£é¦ã¨ãã«ã®ã¼è¦å¶å§å¡ä¼ï¼FERCï¼ã¯ãç´10å¹´ã¶ãã®é»æ°éé»ããªã·ã¼ã¢ãããã¼ããæ¿èªããæ°ããå°åéã«ã¼ããè¿ éã«ä½æãã¦ã°ãªãããæ¥å¢ããéè¦ã«å¯¾å¿ãããã¨ãæå¾ ããã¦ãã¾ããæ°ããè¦åã¯ãFERCã®åã®é·æéé»è¨ç»ã®æ´æ°ã§ããã2030å¹´ã¾ã§ã«ç±³å½ã®é»åã®80ï¼ ãåçå¯è½ã¨ãã«ã®ã¼ããçæãã2035å¹´ã¾ã§ã«100ï¼ ã®äºé ¸åçç´ æåºã®ãªãé»åãç®æ¨ã¨ããç±³å½æ¿æ¨©ã®éå¿çãªç®æ¨ãéæããããã®å¤§ããªææã¨è¦ãªããã¦ãã¾ãã
ããã®è¦åã¯é ããããã¨ãã§ãã¾ãããã¨ãæçµè¦åã«è³æããFERCå§å¡é·ã¦ã£ãªã¼ã»ãã£ãªããã¹ã¯ãã¤ã¿ã¼ã«èªãã¾ããããã°ãªããã®ä¿¡é ¼æ§ã¨æãããªä¾¡æ ¼ã確ä¿ããããã«ã¯ãä»ããè¡åãèµ·ããå¿ è¦ãããã¾ããå½å 製é æ¥ã®æ¥å¢ããã¼ã¿ã»ã³ã¿ã¼ã®å¢å ãç°å¸¸æ°è±¡ã®æ¥å¢ãå¼ãåãã«åºãã¦ãã¾ããã¨å½¼ã¯è¿°ã¹ãæ°ããè¦åã«ãããæ°ããéé»ããã¸ã§ã¯ãåå è ã¯ãå·ã¨ä¼æ¥ã®éã§è²»ç¨ã®åæ è¨ç»ãæåºããé·æçãªãã¼ãºãå¹æçãã¤ã³ã¹ãå¹æçã«æºãããé 延ãè²»ç¨è¶ éã®ããã¸ã§ã¯ããåè©ä¾¡ããè½åããªãã¬ã¼ã¿ã¼ã«ä¸ããããæ±ãããããã¨ã«ãªãã¾ãã
Oilprice.comã®Alex Kimaniãå¯ç¨¿
Oilprice.comããã®ãããªã注ç®è¨äºï¼
Alex Kimani is a veteran finance writer, investor, engineer and researcher for Safehaven.com. … More