<p>经过激进环保主义者多年的努力，试图扼杀美国的石油、天然气和煤炭产业，同时迫使国家接受昂贵且占地面积巨大的风能和太阳能，美国再次崛起为全球能源超级大国。</p>
<p>这一次，不仅仅是化石燃料：实际上，核能正处于中心舞台。</p>
<p>得益于特朗普政府的政策和愿意支持真正能源解决方案的州领导人，田纳西州有望成为全球核创新的领先中心。公共和私人投资正流入先进反应堆、铀浓缩和下一代核技术。</p>
<p>Kairos Power 的 Hermes 2 盐冷却核反应堆示范厂已经开工，预计到 2030 年将为田纳西州电力管理局电网提供 50 兆瓦的可靠电力。</p>
<p>与此同时，GE Vernova Hitachi 计划在田纳西州和阿拉巴马州投资 400 亿美元建设两个小型模块化反应堆。这些项目将创造 2000 个建筑工作岗位、数百个制造业岗位、600 个永久性工厂岗位，以及每 100 个反应堆岗位大约 65 个额外的地方工作岗位。</p>
<p>美国的铀产业在 COVID 大流行期间几乎被摧毁，但现在正在强劲复苏。特朗普政府已批准新的铀矿开采和浓缩项目的许可证，而田纳西州电力管理局与 Centrus Energy 的合作计划在橡树岭投资 5.6 亿美元建设一个大型铀浓缩设施。这意味着对加拿大、哈萨克斯坦和俄罗斯等关键核燃料的依赖将减少。</p>
<p>更令人兴奋的是，英联邦聚变系统公司正在推进在弗吉尼亚州建设一座 “商业相关” 的核聚变电厂，预计在本十年内能够产生高达 400 兆瓦的电力。该电厂预计将生产比其消耗更多的氚燃料。</p>
<p>与石油、天然气和煤炭生产的复苏相结合，这些发展将释放美国的能源、制造业、创新和就业机会，同时降低电价，减少家庭和企业的停电风险。这也向美国的蓝州发出了明确的警告：如果你们坚持反能源意识形态，你们将被抛在后面。</p>
<p>民主党控制的州仍然痴迷于消除化石燃料，转而支持风能、太阳能和电池系统——据称是为了防止气候灾难。在这个过程中，他们忽视了对工薪家庭造成的毁灭性经济损害以及大规模风能和太阳能项目造成的环境破坏。更糟糕的是，任何单个州的减排所带来的所谓气候效益实际上是微不足道的——在不断变化的全球气候系统和不断上升的全球温室气体排放面前几乎无法察觉。</p>
<p>四十年前，印度的 9.5 亿公民经常面临停电。如今，尽管又增加了五亿人口，但停电已变得罕见。为什么？因为印度建造了数百座燃煤电厂。中国正在以更大规模做同样的事情。</p>
<p>正如能源分析师 Vijay Jayaraj 所观察到的，从东非到西非再到南非，非洲人民正在拒绝以气候正统主义的名义强加的永久贫困。整个大陆的国家正在拥抱石油、天然气、煤炭和核能，因为他们知道丰富、负担得起的能源是 “通往繁荣的唯一可靠途径”。</p>
<p>这些政策正在使数十亿人摆脱贫困、疾病、营养不良和过早死亡。</p>
<p>与此同时，许多欧洲人终于意识到绿色能源狂热的灾难性后果：电价飙升、产业关闭、工作岗位流失、被风力涡轮机和太阳能电池板破坏的景观、家庭无法供暖或制冷——以及与能源贫困相关的死亡人数上升。</p>
<p>不幸的是，欧洲的统治精英仍然陷入他们的气候迷思之中。但也许一些美国蓝州的州长和立法者最终会放弃意识形态，开始负责任地治理。</p>
<p>东北州的电价大约是中西部和南部大部分地区的两倍——而且仍在攀升。即使是民主党州长现在也在悄悄推迟或放弃曾经神圣的绿色能源法规，或者至少暗示他们可能会这样做。</p>
<p>一些人正在谨慎地重新考虑核能。少数人甚至可能会支持特朗普总统和能源部长克里斯·赖特的新管道，从宾夕法尼亚州的页岩气田输送丰富、可靠、负担得起的天然气，用于供暖、烹饪和发电——因此用于照明、制冷、计算机、娱乐和空调。</p>
<p>如果他们未能落实，他们的居民将继续依赖于价格过高的加拿大天然气和电力、从德克萨斯州运来的燃料，或来自挪威和俄罗斯的极其昂贵的液化天然气进口。</p>
<p>纽约及其他州的居民也可能面临布朗克斯 Co-Op City 大约 40,000 名愤怒居民所面临的噩梦。纽约市的气候法规要求整个综合体在 2035 年前完全转向电加热。在热泵、系统改造、关闭高效的联合供热和电力气体发电厂以及购买昂贵的风能 - 太阳能 - 电池电力的成本之间，一间一卧室的单元的月租可能会从 950 美元飙升至近 4000 美元。</p>
<p>然后，他们将不得不依赖风能和太阳能，这些能源将在大自然选择合作时出现，而不管他们何时需要电力或需要多少。</p>
<p>美国终于有机会拒绝数十年的能源剥夺和经济自我破坏。拥抱丰富、可靠、负担得起的能源的国家繁荣昌盛。崇拜净零排放法规的国家则衰退。</p>
<p>值得庆幸的是，美国开始做出明智的选择。</p>
<p><em>Craig Rucker 是明天建设委员会的主席。</em></p>

能源基础设施 Alerian ETF - ALPS

<p>美国正崛起为全球能源超级大国，重点发展核能与化石燃料并重。田纳西州将引领核能创新，计划在先进反应堆和铀浓缩方面进行重大投资。像 Kairos Power 的 Hermes 2 反应堆和 GE Vernova 与日立合作的模块化反应堆等项目，承诺将创造就业机会并提高能源可靠性。与此同时，民主党控制的州因反化石燃料政策面临经济挑战，电价上涨和能源贫困成为紧迫问题。向核能和化石燃料的转变被视为经济繁荣和能源独立的关键</p>

<p>After years of efforts by radical greens to strangle America’s oil, gas, and coal industries — while forcing the nation to accept costly, land-devouring wind and solar — the U.S. is once again emerging as a global energy superpower.</p>
<div class="lb-trans"><p>经过激进环保主义者多年的努力，试图扼杀美国的石油、天然气和煤炭产业，同时迫使国家接受昂贵且占地面积巨大的风能和太阳能，美国再次崛起为全球能源超级大国。</p>
</div><p>And this time, it’s not just fossil fuels: In fact, nuclear power is taking center stage.</p>
<div class="lb-trans"><p>这一次，不仅仅是化石燃料：实际上，核能正处于中心舞台。</p>
</div><p>Tennessee is poised to become the world’s leading hub for nuclear innovation, thanks to Trump administration policies and state leaders willing to back real energy solutions over climate virtue-signaling. Public and private investments are now flowing into advanced reactors, uranium enrichment, and next-generation nuclear technologies.</p>
<div class="lb-trans"><p>得益于特朗普政府的政策和愿意支持真正能源解决方案的州领导人，田纳西州有望成为全球核创新的领先中心。公共和私人投资正流入先进反应堆、铀浓缩和下一代核技术。</p>
</div><p>The Kairos Power Hermes 2 salt-cooled nuclear reactor demonstration plant has already broken ground and is expected to deliver 50 megawatts of reliable electricity to the Tennessee Valley Authority grid by 2030.</p>
<div class="lb-trans"><p>Kairos Power 的 Hermes 2 盐冷却核反应堆示范厂已经开工，预计到 2030 年将为田纳西州电力管理局电网提供 50 兆瓦的可靠电力。</p>
</div><p>Meanwhile, GE Vernova Hitachi plans to invest $40 billion in two small modular reactors — one in Tennessee and one in Alabama. These projects will create 2,000 construction jobs, hundreds of manufacturing jobs, 600 permanent plant jobs, and roughly 65 additional local jobs for every 100 jobs at the reactors themselves.</p>
<div class="lb-trans"><p>与此同时，GE Vernova Hitachi 计划在田纳西州和阿拉巴马州投资 400 亿美元建设两个小型模块化反应堆。这些项目将创造 2000 个建筑工作岗位、数百个制造业岗位、600 个永久性工厂岗位，以及每 100 个反应堆岗位大约 65 个额外的地方工作岗位。</p>
</div><p>America’s uranium industry, nearly wiped out during the COVID pandemic, is also roaring back. The Trump administration has approved permits for new uranium mining and enrichment projects, while the Tennessee Valley Authority and Centrus Energy partnership plans to invest $560 million in a major uranium enrichment facility at Oak Ridge. That means less dependence on Canada, Kazakhstan, and Russia for critical nuclear fuel.</p>
<div class="lb-trans"><p>美国的铀产业在 COVID 大流行期间几乎被摧毁，但现在正在强劲复苏。特朗普政府已批准新的铀矿开采和浓缩项目的许可证，而田纳西州电力管理局与 Centrus Energy 的合作计划在橡树岭投资 5.6 亿美元建设一个大型铀浓缩设施。这意味着对加拿大、哈萨克斯坦和俄罗斯等关键核燃料的依赖将减少。</p>
</div><p>Even more exciting, Commonwealth Fusion Systems is moving toward construction of a “commercially relevant” nuclear fusion power plant in Virginia capable of generating up to 400 megawatts of electricity later this decade. The plant is expected to produce more tritium fuel than it consumes.</p>
<div class="lb-trans"><p>更令人兴奋的是，英联邦聚变系统公司正在推进在弗吉尼亚州建设一座 “商业相关” 的核聚变电厂，预计在本十年内能够产生高达 400 兆瓦的电力。该电厂预计将生产比其消耗更多的氚燃料。</p>
</div><p>Together with a resurgence in oil, natural gas, and coal production, these developments will unleash American energy, manufacturing, innovation, and job creation while lowering electricity prices and reducing blackout risks for families and businesses alike. They also send a clear warning to America’s blue states: If you cling to anti-energy ideology, you will be left behind.</p>
<div class="lb-trans"><p>与石油、天然气和煤炭生产的复苏相结合，这些发展将释放美国的能源、制造业、创新和就业机会，同时降低电价，减少家庭和企业的停电风险。这也向美国的蓝州发出了明确的警告：如果你们坚持反能源意识形态，你们将被抛在后面。</p>
</div><p>Democrat-controlled states remain obsessed with eliminating fossil fuels in favor of wind, solar, and battery systems — supposedly to prevent climate catastrophe. In the process, they ignore the devastating economic damage inflicted on working families and the environmental destruction caused by massive wind and solar projects. Worse, the supposed climate benefits from any individual state’s emissions cuts are effectively meaningless — undetectable against constantly changing global climate systems and constantly rising global greenhouse gas emissions.</p>
<div class="lb-trans"><p>民主党控制的州仍然痴迷于消除化石燃料，转而支持风能、太阳能和电池系统——据称是为了防止气候灾难。在这个过程中，他们忽视了对工薪家庭造成的毁灭性经济损害以及大规模风能和太阳能项目造成的环境破坏。更糟糕的是，任何单个州的减排所带来的所谓气候效益实际上是微不足道的——在不断变化的全球气候系统和不断上升的全球温室气体排放面前几乎无法察觉。</p>
</div><p>Forty years ago, blackouts were routine for India’s 950 million citizens. Today, despite adding another half-billion people, it has made power outages a rarity. Why? Because India built hundreds of coal-fired power plants. China is doing the same thing on an even larger scale.</p>
<div class="lb-trans"><p>四十年前，印度的 9.5 亿公民经常面临停电。如今，尽管又增加了五亿人口，但停电已变得罕见。为什么？因为印度建造了数百座燃煤电厂。中国正在以更大规模做同样的事情。</p>
</div><p>As energy analyst Vijay Jayaraj observes, Africans from east to west to south are rejecting permanent poverty imposed in the name of climate orthodoxy. Across the continent, nations are embracing oil, natural gas, coal, and nuclear power because they know abundant, affordable energy is “the only proven path to prosperity.”</p>
<div class="lb-trans"><p>正如能源分析师 Vijay Jayaraj 所观察到的，从东非到西非再到南非，非洲人民正在拒绝以气候正统主义的名义强加的永久贫困。整个大陆的国家正在拥抱石油、天然气、煤炭和核能，因为他们知道丰富、负担得起的能源是 “通往繁荣的唯一可靠途径”。</p>
</div><p>Those policies are lifting billions of people out of poverty, disease, malnutrition, and premature death.</p>
<div class="lb-trans"><p>这些政策正在使数十亿人摆脱贫困、疾病、营养不良和过早死亡。</p>
</div><p>Meanwhile, many Europeans are finally waking up to the disastrous consequences of green energy fanaticism: soaring electricity prices, shuttered industries, destroyed jobs, landscapes marred by wind turbines and solar panels, families unable to heat or cool their homes — and rising deaths linked to energy poverty.</p>
<div class="lb-trans"><p>与此同时，许多欧洲人终于意识到绿色能源狂热的灾难性后果：电价飙升、产业关闭、工作岗位流失、被风力涡轮机和太阳能电池板破坏的景观、家庭无法供暖或制冷——以及与能源贫困相关的死亡人数上升。</p>
</div><p>Unfortunately, Europe’s ruling elites remain trapped in their climate obsessions. But perhaps some American blue-state governors and legislators will eventually abandon ideology and start governing responsibly.</p>
<div class="lb-trans"><p>不幸的是，欧洲的统治精英仍然陷入他们的气候迷思之中。但也许一些美国蓝州的州长和立法者最终会放弃意识形态，开始负责任地治理。</p>
</div><p>Electricity prices in Northeastern states are roughly twice those in much of the Midwest and South — and they are still climbing. Even Democratic governors are now quietly delaying or abandoning once-sacred green energy mandates, or at least hinting they may do so.</p>
<div class="lb-trans"><p>东北州的电价大约是中西部和南部大部分地区的两倍——而且仍在攀升。即使是民主党州长现在也在悄悄推迟或放弃曾经神圣的绿色能源法规，或者至少暗示他们可能会这样做。</p>
</div><p>Some are cautiously reconsidering nuclear power. A few may even join President Trump and Energy Secretary Chris Wright in supporting new pipelines from Pennsylvania’s shale fields to deliver abundant, reliable, affordable natural gas for heating, cooking, and electricity generation — and thus for lights, refrigeration, computers, entertainment, and air conditioning.</p>
<div class="lb-trans"><p>一些人正在谨慎地重新考虑核能。少数人甚至可能会支持特朗普总统和能源部长克里斯·赖特的新管道，从宾夕法尼亚州的页岩气田输送丰富、可靠、负担得起的天然气，用于供暖、烹饪和发电——因此用于照明、制冷、计算机、娱乐和空调。</p>
</div><p>If they fail to follow through, their residents will remain dependent on overpriced Canadian gas and electricity, fuel shipped from Texas, or extremely expensive liquefied natural gas imports from Norway and Russia.</p>
<div class="lb-trans"><p>如果他们未能落实，他们的居民将继续依赖于价格过高的加拿大天然气和电力、从德克萨斯州运来的燃料，或来自挪威和俄罗斯的极其昂贵的液化天然气进口。</p>
</div><p>Residents of New York and other states could also face the nightmare confronting roughly 40,000 angry residents of Co-Op City in the Bronx. New York City climate mandates demand that the entire complex convert entirely to electric heating by 2035. Between the costs of heat pumps, system retrofits, shutting down an efficient combined heat-and-power gas plant, and purchasing expensive wind-solar-battery electricity, monthly fees for a one-bedroom unit could skyrocket from $950 to nearly $4,000.</p>
<div class="lb-trans"><p>纽约及其他州的居民也可能面临布朗克斯 Co-Op City 大约 40,000 名愤怒居民所面临的噩梦。纽约市的气候法规要求整个综合体在 2035 年前完全转向电加热。在热泵、系统改造、关闭高效的联合供热和电力气体发电厂以及购买昂贵的风能 - 太阳能 - 电池电力的成本之间，一间一卧室的单元的月租可能会从 950 美元飙升至近 4000 美元。</p>
</div><p>And then they’d have to rely on wind and solar, which will appear when Mother Nature chooses to cooperate, regardless of when they need electricity or how much they need.</p>
<div class="lb-trans"><p>然后，他们将不得不依赖风能和太阳能，这些能源将在大自然选择合作时出现，而不管他们何时需要电力或需要多少。</p>
</div><p>America finally has a chance to reject decades of energy deprivation and economic self-sabotage. Nations that embrace abundant, reliable, affordable energy prosper. Nations that worship Net Zero mandates decline.</p>
<div class="lb-trans"><p>美国终于有机会拒绝数十年的能源剥夺和经济自我破坏。拥抱丰富、可靠、负担得起的能源的国家繁荣昌盛。崇拜净零排放法规的国家则衰退。</p>
</div><p>Thankfully, America is beginning to choose wisely.</p>
<div class="lb-trans"><p>值得庆幸的是，美国开始做出明智的选择。</p>
</div><p><em>Craig Rucker is president of the Committee For A Constructive Tomorrow.</em></p>
<div class="lb-trans"><p><em>Craig Rucker 是明天建设委员会的主席。</em></p>
</div>

美国的能源复苏正在抛弃绿色梦想