《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 |
|---|---|---|
| 0:06 | Renewable 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. |
| 0:15 | Climate 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。 |
| 0:22 | gather 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。 |
| 0:28 | For 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. |
| 0:32 | He 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: |
| 0:37 | it as a hoax. | 它是一个骗局。 |
| 0:39 | In 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。 |
| 0:45 | Policymakers 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, |
| 0:51 | now providing a study of how to restrain it. | 现在提供研究 如何限制它。 |
| 0:55 | My 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 |
|---|---|---|
| 1 | Renewable 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. |
| 2 | Climate 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。 |
| 3 | gather 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。 |
| 4 | For 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. |
| 5 | He 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: |
| 6 | it as a hoax. | 它是一个骗局。 |
| 7 | In 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。 |
| 8 | Policymakers 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, |
| 9 | now providing a study of how to restrain it. | 现在提供研究 如何限制它。 |
| 10 | My 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。 |
| 11 | Some 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 |
| 12 | credits for wind and solar farms. | 风力发电和太阳能发电 |
| 13 | Other 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 |
| 14 | projects, 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 |
| 15 | on September 22. | 在9月22号 |
| 16 | Mr 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 |
| 17 | down. | 下来 |
| 18 | The 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 |
| 19 | last 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 |
| 20 | Energy Sources. | 能源资源. |
| 21 | It 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 |
| 22 | and 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 |
| 23 | of electricity, i.e. | 电,即 |
| 24 | over 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 |
| 25 | than 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 |
| 26 | storage 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。 |
| 27 | Mr Trump is unconvinced. | 川普先生没有说服力 |
| 28 | Chris 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。 |
| 29 | generated by natural gas and coal. | 由天然气和煤炭生产。 |
| 30 | If 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 |
| 31 | on September 23, that's not firm electric generation. | 在9月23日,这不是稳固的发电。 |
| 32 | Installations 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 |
| 33 | and shifting rules on imported equipment. | 和关于进口设备的转移规则。 |
| 34 | Last 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 |
| 35 | prohibited foreign entity. | 禁止的外国实体。 |
| 36 | But the President harbours a specific disdain for wind turbines. | 但总统对风力涡轮机有特别的蔑视。 |
| 37 | He 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 |
| 38 | being inappropriate and pathetic. | 是不适当和可悲的。 |
| 39 | Offshore 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。 |
| 40 | megawatt 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 |
| 41 | on federal permitting. | 在联邦允许的情况下。 |
| 42 | On 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 |
| 43 | permits 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 |
| 44 | for offshore wind. | 为岸外风。 |
| 45 | Then in December, the Department of the Interior suspended the leases for five offshore wind | 12月,内政部中止了5条岸外风的租约 |
| 46 | projects 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。 |
| 47 | Judges 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 |
| 48 | of 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. |
| 49 | So 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 |
| 50 | planned projects offshore, using taxpayer money supposed to settle lawsuits against | 利用纳税人的钱款解决针对 |
| 51 | the government. | 国家 |
| 52 | Inflation 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。 |
| 53 | Uncertainty 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: | |
| 55 | shifting policy on long-term offshore projects. | 改变长期离岸外包项目的政策。 |
| 56 | It doesn't work. | 亦无功用. |
| 57 | Onshore 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。 |
| 58 | There 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% | |
| 60 | with its outlook from April 2025. | 及其2025年4月的前景。 |
| 61 | On 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 |
| 62 | grappling with delays from the Department of War, or DOW. | 对付战争部或国防部的拖延 |
| 63 | Wind 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 |
| 64 | to 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。 |
| 65 | But 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。 |
| 66 | Since 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, |
| 67 | they've just turned off the lights and pulled the blinds. | 他们刚刚关了灯 拔了百叶窗 |
| 68 | They're cancelling meetings. | 他们取消了会议。 |
| 69 | Over 150 projects are caught in the bottleneck, which the DOW argues is justified | 150多个项目陷入瓶颈,妇女事务部认为这是合理的。 |
| 70 | on national security grounds. | 以国家安全为由。 |
| 71 | As 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. |
| 72 | One 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, |
| 73 | and 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。 |
| 74 | More important, there is booming demand for power. | 更重要的是,对权力的需求激增。 |
| 75 | There'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, |
| 76 | and 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 |
| 77 | to 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 |
|---|---|---|
| 0:06 | Renewable 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. |
| 0:22 | Climate 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, |
| 0:44 | For 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. |
| 0:53 | He 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. |
| 1:00 | In 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。 |
| 1:06 | He 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". |
| 1:12 | In 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. |
| 1:19 | Policy 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。 |
| 1:24 | Mr. 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. |
| 1:28 | Policy 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 |
|---|---|---|
| 1 | Renewable 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. |
| 2 | Climate 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, |
| 3 | For 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. |
| 4 | He 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. |
| 5 | In 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。 |
| 6 | He 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". |
| 7 | In 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. |
| 8 | Policy 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。 |
| 9 | Mr. 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. |
| 10 | Policy 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。 |
| 11 | Mr. 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. |
| 12 | My 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。 |
| 13 | My 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。 |
| 14 | Some 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. |
| 15 | Other 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, |
| 16 | The 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. |
| 17 | Mr. 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. |
| 18 | The 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, |
| 19 | titled 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 " 。 |
| 20 | The 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 " , |
| 21 | summarized 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. |
| 22 | Wind 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。 |
| 23 | At the same time, they rely on government support. | 同时,他们也依靠政府的支持. |
| 24 | According to Trump's own figures, the levelized cost of electricity, | 根据特朗普自己的数字,电费平稳, |
| 25 | i.e. | 即说. |
| 26 | over 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 |
| 27 | And 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 |
| 28 | and foreign dependence through trade deals with allies. | 和对外依赖 通过贸易与盟友打交道。 |
| 29 | Mr. Trump is unconvinced. | 特朗普先生没有说服力. |
| 30 | Chris 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. |
| 31 | If 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, |
| 32 | Mr. 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. |
| 33 | Installations of utility-scale solar have dipped, | 公用级太阳能装置已浸没, |
| 34 | in 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。 |
| 35 | Last 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。 |
| 36 | But the president harbors a specific disdain for wind turbines. | 但总统对风力涡轮机有特别的蔑视 |
| 37 | He 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. |
| 38 | And generally being inappropriate and pathetic. | 并且一般都是不合适和可悲的。 |
| 39 | Offshore 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, |
| 40 | compared 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。 |
| 41 | On 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, |
| 42 | which included all sites appropriate for offshore wind. | 包括适合岸外风切变的所有地点。 |
| 43 | On 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. |
| 44 | the 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。 |
| 45 | These 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。 |
| 46 | Then, in December, the Department of the Interior suspended the leases for five offshore wind projects | 12月,内政部中止了5个岸外风力项目的租约 |
| 47 | that had received permits during the presidency of Joe Biden. | 在乔·拜登任总统期间获得许可的 |
| 48 | Then, in December, the Department of the Interior suspended the leases for five offshore wind projects | 12月,内政部中止了5个岸外风力项目的租约 |
| 49 | that had received permits during the presidency of Joe Biden. | 在乔·拜登任总统期间获得许可的 |
| 50 | According 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, |
| 51 | although the judge has allowed related projects to be rebuilt, | 虽然法官允许重建相关的项目, |
| 52 | except 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. |
| 53 | Since 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 |
| 54 | to 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. |
| 55 | The 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, |
| 56 | and 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. |
| 57 | First, 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。 |
| 58 | It doesn't work. | 亦无功用. |
| 59 | Onshore 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。 |
| 60 | There 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。 |
| 61 | But 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%. |
| 62 | On 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, |
| 63 | developers 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。 |
| 64 | Under 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, |
| 65 | developers 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. |
| 66 | Wind 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 |
| 67 | to 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。 |
| 68 | But 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。 |
| 69 | Since 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, |
| 70 | they've just turned off the lights and pulled the blinds. | 他们刚刚关了灯 拔了百叶窗 |
| 71 | They're canceling meetings. | 他们取消了会议。 |
| 72 | Over 150 projects are caught in the bottleneck, | 150多个项目陷入瓶颈 |
| 73 | which 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。 |
| 74 | As 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. |
| 75 | One 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 |
| 76 | delayed 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 |
| 77 | may be illegal. | 可能是非法的。 |
| 78 | More important, there is booming demand for power. | 更重要的是,对权力的需求激增。 |
| 79 | There'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 |
| 80 | energy 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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