资讯
The Grid Queue Is Full of Projects Nobody Has Decided to Build
📌 概要
AI数据中心潮冲击电网：AEP俄亥俄州队列中已有超50个数据中心申请，新增需求超30000兆瓦。美国电力公司称到2030年已有63吉瓦签约新负荷，另有190吉瓦项目在并网队列中，但大量项目并未真正决定开建，实际落地规模存疑。
⚡ 关键要点
- ▸AEP Ohio并网队列中超50个数据中心，新增需求超30吉瓦
- ▸AEP到2030年已签63吉瓦合同负荷，队列中另有190吉瓦项目
- ▸大量项目未做最终投资决定，电网面临需求虚高风险
Before the AI buildout, a large utility might see a handful of requests a year from customers looking to connect unusually large loads. By 2024, AEP Ohio had told regulators it had more than 50 data centers in its queue, representing over 30,000 megawatts of additional demand. American Electric Power said in May that it had 63 GW of contracted new load through 2030, backed by customer agreements, with another 190 GW of active projects in its interconnection queue. But those two numbers tell…