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《经济学人》美国风电行业的至暗时刻与绝地反击 [C1]

共 2 集

剧集目录

集标题时长
P1《经济学人》美国风电行业的至暗时刻与绝地反击 [C1] 原声6:45
P2《经济学人》美国风电行业的至暗时刻与绝地反击 [C1] 原声12:43

P1 · 《经济学人》美国风电行业的至暗时刻与绝地反击 [C1] p01 原声 (P1)

字幕摘录

时间英文中文
0:06Renewable energy, hot air, disdain for wind is not killing it yet.可再生能源,热空气,对风的蔑视,还不能杀死它.
0:15Climate Week NYC is held alongside the UN General Assembly each September when leaders每年9月领导人出席联合国大会时,纽约市气候周与联合国大会同时举行。
0:22gather in New York to discuss some of the world's most intractable challenges.聚集在纽约讨论一些世界上最棘手的挑战。
0:28For Donald Trump, climate change isn't on the list.对唐纳德·特朗普来说,气候变化并不在名单上.
0:32He mentioned it in his speech to the United Nations on September 22, only to characterize他在9月22日对联合国的演讲中提到了这一点,只是为了说明:
0:37it as a hoax.它是一个骗局。
0:39In last year's address, he called it the greatest con job ever perpetrated on the world.在去年的演讲中,他称这是世界上最大的骗局。
0:45Policymakers have long discussed how governments can unleash renewable energy, Mr Trump is决策者们长期讨论政府如何释放可再生能源,
0:51now providing a study of how to restrain it.现在提供研究 如何限制它。
0:55My goal, he said at the start of this year, is to not let any windmill be built.他说,今年初,我的目标是不要建造任何风车。
展开字幕全文(77 条)
序号英文中文
1Renewable energy, hot air, disdain for wind is not killing it yet.可再生能源,热空气,对风的蔑视,还不能杀死它.
2Climate Week NYC is held alongside the UN General Assembly each September when leaders每年9月领导人出席联合国大会时,纽约市气候周与联合国大会同时举行。
3gather in New York to discuss some of the world's most intractable challenges.聚集在纽约讨论一些世界上最棘手的挑战。
4For Donald Trump, climate change isn't on the list.对唐纳德·特朗普来说,气候变化并不在名单上.
5He mentioned it in his speech to the United Nations on September 22, only to characterize他在9月22日对联合国的演讲中提到了这一点,只是为了说明:
6it as a hoax.它是一个骗局。
7In last year's address, he called it the greatest con job ever perpetrated on the world.在去年的演讲中,他称这是世界上最大的骗局。
8Policymakers have long discussed how governments can unleash renewable energy, Mr Trump is决策者们长期讨论政府如何释放可再生能源,
9now providing a study of how to restrain it.现在提供研究 如何限制它。
10My goal, he said at the start of this year, is to not let any windmill be built.他说,今年初,我的目标是不要建造任何风车。
11Some tactics have been expected, such as the Republican tax law that ended Biden-era tax一些战术是预料之中的,例如结束了拜登时代的税法
12credits for wind and solar farms.风力发电和太阳能发电
13Other methods have been more creative, such as paying wind developers to abandon offshore其他方法更具创意,例如支付风力开发商放弃离岸
14projects, a practice over which the Attorneys General of California and New York filed suit项目,加利福尼亚州和纽约州总检察长就此提起诉讼
15on September 22.在9月22号
16Mr Trump has not succeeded in halting all renewable development, but he is slowing it特朗普先生没有成功阻止所有可再生发展,但他正在放慢发展速度
17down.下来
18The President's main problems with wind and solar were summarized in an executive order总统在风和太阳能方面的主要问题被概括为行政命令
19last year titled, Ending Market Distorting Subsidies for Unreliable Foreign-Controlled去年的题目是: 终止扭曲市场 补贴不可靠的外国控制
20Energy Sources.能源资源.
21It is correct that wind and solar produce intermittent power, depend on foreign supply风能和太阳能产生断断续续的电源 取决于国外供应
22and benefit from public support, yet by the government's own figures, the levelized cost并受益于公共支持,然而,根据政府自己的数字, 固定成本
23of electricity, i.e.电,即
24over an asset's lifespan from onshore wind and solar, is now lower在资产从岸上风和太阳的寿命里,现在更低
25than that of natural gas, and there would be ways to manage intermittency through energy通过能源管理干扰的方法
26storage and complementary sources, and foreign dependence through trade deals with allies.储存和补充来源,以及通过贸易的对外依赖与盟国打交道。
27Mr Trump is unconvinced.川普先生没有说服力
28Chris Wright, his Energy Secretary, emphasizes the need for consistent power of the kind他的能源部长克里斯·赖特(Chris Wright)强调,必须保持这种力量。
29generated by natural gas and coal.由天然气和煤炭生产。
30If you produce electricity only some of the time, and we don't know when, Mr Wright argued如果你只生产一些电力 我们不知道什么时候 Wright先生说
31on September 23, that's not firm electric generation.在9月23日,这不是稳固的发电。
32Installations of utility-scale solar have dipped, in part due to permitting bottlenecks部分由于允许的瓶颈,公用级太阳能的安装已经减少
33and shifting rules on imported equipment.和关于进口设备的转移规则。
34Last year's tax law included provisions to determine if a project was supported by a去年的税法包括确定项目是否得到
35prohibited foreign entity.禁止的外国实体。
36But the President harbours a specific disdain for wind turbines.但总统对风力涡轮机有特别的蔑视。
37He blames them for killing birds, slashing property values causing cancer and generally他责怪他们杀死鸟类,割去财产价值 导致癌症和一般
38being inappropriate and pathetic.是不适当和可悲的。
39Offshore wind has proven particularly vulnerable due to its high cost of $119 per事实证明,近海风特别脆弱,因为其成本很高,为每台119美元。
40megawatt hour, compared with $77 for natural gas, as well as lengthy timelines and dependence相对于77美元天然气,以及时间长和依赖性
41on federal permitting.在联邦允许的情况下。
42On Mr Trump's first day of his second term, he issued a memorandum temporarily halting在特朗普先生第二任期的第一天,他发布了一份备忘录,暂时停止
43permits for wind deployment on federal land and waters, which included all sites appropriate允许在联邦陆地和水域部署风力,包括所有适当的地点
44for offshore wind.为岸外风。
45Then in December, the Department of the Interior suspended the leases for five offshore wind12月,内政部中止了5条岸外风的租约
46projects that had received permits during the presidency of Joe Biden.在乔·拜登任总统期间获得许可的项目。
47Judges have allowed construction to resume, but beyond those five, says Harrison Scholler法官们允许建筑工程恢复 但除了这五个人之外 Harrison Scholler说
48of Bloomberg NEF, a data outfit, no more are expected to come online by 2035.Bloomberg NEF,一种数据装备,预计2035年不会再上线.
49So far this year, the government has paid about $3.9 billion to firms to abandon their今年到目前为止,政府已经向公司支付了约39亿美元,让它们放弃
50planned projects offshore, using taxpayer money supposed to settle lawsuits against利用纳税人的钱款解决针对
51the government.国家
52Inflation and high interest rates had already made those projects less attractive.通货膨胀和高利率已经使这些项目不那么具有吸引力。
53Uncertainty around state support made matters worse.国家支持的不确定性使情况更加糟糕。
54能源总公司(Total Energys)的帕特里克·波伊奈(Patrick Poynay),第一个达成交易,他解释道:
55shifting policy on long-term offshore projects.改变长期离岸外包项目的政策。
56It doesn't work.亦无功用.
57Onshore wind is cheaper, at $57 million per megawatt hour, and has fared better.岸上风能更便宜,每兆瓦时5 700万美元,而且效果更好。
58There was a surge in building this year, as developers scurried to claim tax credits由于开发商要求税收抵免,今年的建筑物激增
59但Bloomberg NEF将2029年的预测降低了25%
60with its outlook from April 2025.及其2025年4月的前景。
61On top of expiring tax credits and the pause on federal permitting, developers are now除了到期的税收抵免 和联邦允许的暂停, 开发者现在
62grappling with delays from the Department of War, or DOW.对付战争部或国防部的拖延
63Wind projects have long required approval from the Department of Defense, now the DOW,风力工程需要国防部批准 现在需要国防部批准
64to ensure they do not interfere with radar or flight paths.确保它们不会干扰雷达或飞行路径。
65But from August 2025, the DOW gradually stopped reviewing proposals.但从2025年8月起,妇女事务部逐渐停止审查提案。
66Since then, says Jason Grumich of the American Clean Power Association, a trade group,从那以后,美国清洁动力协会的杰森·格鲁米奇说,
67they've just turned off the lights and pulled the blinds.他们刚刚关了灯 拔了百叶窗
68They're cancelling meetings.他们取消了会议。
69Over 150 projects are caught in the bottleneck, which the DOW argues is justified150多个项目陷入瓶颈,妇女事务部认为这是合理的。
70on national security grounds.以国家安全为由。
71As Mr. Trump continues to clamp down on renewables, two forces may lift them up.随着特朗普先生继续压制可再生能源,两支部队可能会将他们抬起来.
72One judge has ordered the administration to resume reviews of projects delayed by the DOW,一名法官命令行政当局恢复审查被妇女事务部拖延的项目,
73and another has indicated that the restriction of permits on federal lands may be illegal.另一位代表指出,限制在联邦土地上的许可证可能是非法的。
74More important, there is booming demand for power.更重要的是,对权力的需求激增。
75There's a certain point, argues Mr. Grimmett, at which the price increases,Grimmett先生说,有一点是肯定的,即价格上涨,
76and what we fear will be energy adequacy challenges, will force any administration而我们担心的将是能源充足性的挑战 将迫使任何行政当局
77to get behind an all-of-the-above policy.以背后的全局政策。
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P2 · 《经济学人》美国风电行业的至暗时刻与绝地反击 [C1] p02 原声+中配 (P2)

字幕摘录

时间英文中文
0:06Renewable energy, hot air, disdain for wind is not killing it yet.可再生能源,热空气,对风的蔑视,还不能杀死它.
0:22Climate Week NYC is held alongside the UN General Assembly each September when leaders gather in New York to discuss some of the world's most intractable challenges.气候周每年9月与联合国大会同时举行,
0:44For Donald Trump, climate change isn't on the list.对唐纳德·特朗普来说,气候变化并不在名单上.
0:53He mentioned it in his speech to the United Nations on September 22nd only to characterize it as a hoax.他在9月22日对联合国的演讲中提到了这一点,只是把它定性为一场骗局.
1:00In last year's address, he called it the greatest con job ever perpetrated on the world.在去年的演讲中,他称这是世界上最大的骗局。
1:06He mentioned climate change in his speech to the United Nations on September 22nd to characterize it as a hoax.他在9月22日对联合国的讲话中提到气候变化,称其为"骗局".
1:12In last year's speech, he described it as the biggest fraud in the world.在去年的演讲中,他形容这是世界上最大的欺诈.
1:19Policy makers have long discussed how governments can unleash renewable energy.决策者长期讨论政府如何释放可再生能源。
1:24Mr. Trump is now providing a study of how to restrain it.特朗普先生现在正在提供如何限制的研究.
1:28Policy makers have long discussed how governments can unleash renewable energy.决策者长期讨论政府如何释放可再生能源。
展开字幕全文(80 条)
序号英文中文
1Renewable energy, hot air, disdain for wind is not killing it yet.可再生能源,热空气,对风的蔑视,还不能杀死它.
2Climate Week NYC is held alongside the UN General Assembly each September when leaders gather in New York to discuss some of the world's most intractable challenges.气候周每年9月与联合国大会同时举行,
3For Donald Trump, climate change isn't on the list.对唐纳德·特朗普来说,气候变化并不在名单上.
4He mentioned it in his speech to the United Nations on September 22nd only to characterize it as a hoax.他在9月22日对联合国的演讲中提到了这一点,只是把它定性为一场骗局.
5In last year's address, he called it the greatest con job ever perpetrated on the world.在去年的演讲中,他称这是世界上最大的骗局。
6He mentioned climate change in his speech to the United Nations on September 22nd to characterize it as a hoax.他在9月22日对联合国的讲话中提到气候变化,称其为"骗局".
7In last year's speech, he described it as the biggest fraud in the world.在去年的演讲中,他形容这是世界上最大的欺诈.
8Policy makers have long discussed how governments can unleash renewable energy.决策者长期讨论政府如何释放可再生能源。
9Mr. Trump is now providing a study of how to restrain it.特朗普先生现在正在提供如何限制的研究.
10Policy makers have long discussed how governments can unleash renewable energy.决策者长期讨论政府如何释放可再生能源。
11Mr. Trump is now providing a study of how to restrain it.特朗普先生现在正在提供如何限制的研究.
12My goal, he said at the start of this year, is to not let any windmill be built.他说,今年初,我的目标是不要建造任何风车。
13My goal, he said at the start of this year, is to not let any wind turbine be built.他说,今年年初,我的目标是不要建造任何风力涡轮机。
14Some tactics have been expected, such as the Republican tax law that ended Biden-era tax credits for wind and solar farms.人们已经预料到了一些战术,例如结束了拜登时代风力和太阳能农场税收抵免的共和税法.
15Other methods have been more creative, such as paying wind developers to abandon offshore projects,其他方法更富有创意,例如支付风力开发商放弃离岸项目,
16The Department of Justice of California and New York has filed a lawsuit against this act on September 22nd.加利福尼亚州和纽约州司法部于9月22日对该法案提起诉讼.
17Mr. Trump has not succeeded in halting all renewable development, but he is slowing it down.特朗普先生没有成功阻止所有可再生发展,但他正在减缓发展速度.
18The President's main problems with wind and solar were summarized in an executive order last year,总统在风和太阳能方面的主要问题 在去年的行政命令中总结,
19titled Ending Market Distorting Subsidies for Unreliable Foreign Controlled Energy Sources.题为 " 终止对不可靠的外国控制能源的市场扭曲补贴 " 。
20The executive order last year, titled Ending Market Distorting Subsidies for Unreliable Foreign Controlled Energy Sources,去年的行政命令,题为 " 终止扭曲市场补贴,以获取无法信赖的外国控制能源 " ,
21summarized Trump's main problems in the field of wind and solar power.总结特朗普在风能和太阳能领域的主要问题.
22Wind and solar power are indeed restrictive and rely on foreign supply chains.风能和太阳能的确是限制性的,依赖外国供应链。
23At the same time, they rely on government support.同时,他们也依靠政府的支持.
24According to Trump's own figures, the levelized cost of electricity,根据特朗普自己的数字,电费平稳,
25i.e.即说.
26over an asset's lifespan from onshore wind and solar, is now lower than that of natural gas.超过资产寿命的岸上风能和太阳能 现在低于天然气
27And there would be ways to manage intermittency through energy storage and complementary sources通过能源储存和补充资源,可以管理干扰
28and foreign dependence through trade deals with allies.和对外依赖 通过贸易与盟友打交道。
29Mr. Trump is unconvinced.特朗普先生没有说服力.
30Chris Wright, his energy secretary, emphasizes the need for consistent power of the kind generated by natural gas and coal.他的能源秘书克里斯·赖特(英语:Chris Wright)强调,需要天然气和煤炭所产生的那种持续动力.
31If you produce electricity only some of the time, and we don't know when,如果你只生产一些时间, 而我们不知道什么时候,
32Mr. Wright argued on September 23rd, that's not firm electric generation.Wright先生在9月23日争论说,那不是稳固的发电.
33Installations of utility-scale solar have dipped,公用级太阳能装置已浸没,
34in part due to permitting bottlenecks and shifting rules on imported equipment.部分原因是允许瓶颈和改变进口设备的规则。
35Last year's tax law included provisions to determine if a project was supported by a prohibited foreign entity.去年的税法包括确定一个项目是否得到被禁外国实体支持的规定。
36But the president harbors a specific disdain for wind turbines.但总统对风力涡轮机有特别的蔑视
37He blames them for killing birds, slashing property values, causing cancer.他指责他们杀死鸟类,割去财产价值,引起癌症.
38And generally being inappropriate and pathetic.并且一般都是不合适和可悲的。
39Offshore wind has proven particularly vulnerable due to its high cost of $119 per megawatt hour,近海风特别脆弱,因为其成本为每兆瓦时119美元,
40compared with $77 for natural gas, as well as lengthy timelines and dependence on federal permitting.与天然气77美元相比,以及时间长和依赖联邦允许。
41On Mr. Trump's first day of his second term, he issued a memorandum temporarily halting permits for wind deployment on federal land and waters,在特朗普先生第二任期的第一天,他发布了一份备忘录,暂时停止在联邦陆地和水域部署风力的许可,
42which included all sites appropriate for offshore wind.包括适合岸外风切变的所有地点。
43On the first day of Trump's second term, he issued a memorandum that suspended for the time being在特朗普第二个任期的第一天,他发布了一份备忘录,暂时中止.
44the review of the construction of wind power plants in the federal land and the ocean.联邦陆地和海洋风力发电厂的建设审查。
45These areas covered all locations suitable for developing sea wind power.这些地区覆盖所有适合发展海风发电的地点。
46Then, in December, the Department of the Interior suspended the leases for five offshore wind projects12月,内政部中止了5个岸外风力项目的租约
47that had received permits during the presidency of Joe Biden.在乔·拜登任总统期间获得许可的
48Then, in December, the Department of the Interior suspended the leases for five offshore wind projects12月,内政部中止了5个岸外风力项目的租约
49that had received permits during the presidency of Joe Biden.在乔·拜登任总统期间获得许可的
50According to the data agency Harrison Scholler, who is the founder of Pembroke Energy Finance,根据数据机构哈里森·肖勒,他是彭布罗克能源金融公司的创始人,
51although the judge has allowed related projects to be rebuilt,虽然法官允许重建相关的项目,
52except for these five projects, it is expected that in 2035 there will be no more new sea wind power projects to be put into operation.除这5个项目外,预计2035年将不再有新的海风发电项目投入运营.
53Since this year, the government has used the funds that have been used to solve the lawsuit against the government从今年起,政府用这笔资金 来解决针对政府的诉讼
54to pay about $3.9 billion to related companies, forcing them to give up the original sea wind power project plan.向关联公司支付约39亿美元,迫使其放弃原来的海风发电项目计划.
55The inflation and high interest rates have already lowered the attractiveness of these projects,通货膨胀和高利率已经降低了这些项目的吸引力,
56and the uncertainty of the government's support makes the situation worse.以及政府支持的不确定性使情况更加恶化.
57First, to strike a deal explained the effects of shifting policy on long-term offshore projects.首先,为了达成协议,可以解释政策转变对长期离岸外包项目的影响。
58It doesn't work.亦无功用.
59Onshore wind is cheaper, at $57 million per MWh, and has fared better.岸上风能更便宜,每兆瓦5 700万美元,而且效果更好。
60There was a surge in building this year, as developers scurried to claim tax credits before they expired.今年的建筑激增,因为开发商在到期前就要求税收抵免。
61But Bloomberg NEF has lowered its forecast for 2029 by 25% compared with its outlook from April 2025.但彭博NEF将2029年的预测比2025年4月的展望降低了25%.
62On top of expiring tax credits and the pause on federal permitting,在税收抵免到期和联邦允许暂停之前,
63developers are now grappling with delays from the Department of War, or DOW.开发者们正在处理战争部或国防部的拖延。
64Under the background of tax-free discounts and the suspension of federal review,在免税折扣和中止联邦审查的背景下,
65developers now have to deal with the project delay brought by the U.S. Department of Defense.开发人员现在必须处理美国国防部带来的项目延迟.
66Wind projects have long required approval from the Department of Defense, now the DOW,风力工程需要国防部批准 现在需要国防部批准
67to ensure they do not interfere with radar or flight paths.确保它们不会干扰雷达或飞行路径。
68But from August 2025, the DOW gradually stopped reviewing proposals.但从2025年8月起,妇女事务部逐渐停止审查提案。
69Since then, as Jason Grumich of the American Clean Power Association, a trade group,此后,作为美国清洁动力协会的杰森·格鲁米奇,一个贸易集团,
70they've just turned off the lights and pulled the blinds.他们刚刚关了灯 拔了百叶窗
71They're canceling meetings.他们取消了会议。
72Over 150 projects are caught in the bottleneck,150多个项目陷入瓶颈
73which the DOW argues is justified on national security grounds.妇女事务部认为,基于国家安全理由,这是合理的。
74As Mr. Trump continues to clamp down on renewables, two forces may lift them up.随着特朗普先生继续压制可再生能源,两支部队可能会将他们抬起来.
75One judge has ordered the administration to resume reviews of projects一名法官命令行政当局恢复审查项目
76delayed by the DOW, and another has indicated that the restriction of permits on federal lands受到妇女事务部的拖延,另一个人表示,对联邦土地的许可证限制
77may be illegal.可能是非法的。
78More important, there is booming demand for power.更重要的是,对权力的需求激增。
79There's a certain point, argues Mr. Grumich, at which the price increases and what we fear will be格鲁米奇先生说,有一点是肯定的, 价格的上涨和我们担心的是什么
80energy adequacy challenges will force any administration to get behind an all-of-the-above policy.能源充足性的挑战将迫使任何行政当局支持上述所有政策。
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