锁定40GW，科技巨头微软公司绿电大采购

PV光圈见闻02-25

关注PV光圈见闻微软在2025年实现了电力需求全部由可再生能源满足，并表示这一做法将持续至2030年。编辑 | 清韵出品 | PV光圈见闻这家科技巨头宣布，其去年电力需求100%由可再生能源满足，这是其2030年前实现碳中和承诺中的一个“关键里程碑”。迄今为止，微软已在26个国家通过购电协议(PPA)锁定了约40GW的可再生能源装机容量，其中19GW已投入运营。这些装机容量将为其数据中心和人工智能...

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Energy的首席执行官约翰·霍(John Haw)表示，该计划“彰显了微软的明智之举，即能源不再仅仅是业务成本，而是数字经济的核心基础设施”。“重要的是，微软现已通过全球范围内签订的40GW可再生能源购电协议，实现了其2025年目标，且主要通过长期购电协议达成，”霍继续说道，“这并非象征性里程碑。如此规模的合同直接推动了新项目的融资与建设。”2024年，微软与加拿大资产管理公司Brookfield签署了其最引人注目的可再生能源交易，这是一项价值100亿美元的框架协议，根据该协议，这家科技公司将从美国和欧洲购买超过10GW的可再生能源装机容量。“当一家公司锁定如此规模的可再生能源供应时，它向开发者和资本市场发出了强烈的需求信号，”霍说，“这表明清洁能源采购既能支撑脱碳进程，又能支撑长期运营规划。”评估减排范围为满足数据中心大规模增长的需求而新增低成本电力装机容量至关重要，这既能避免电网中断，又能防止因需求增加导致的高能源成本转嫁给公众。微软对可再生能源采购的承诺无疑对行业意义重大，谷歌等其他所谓的“超大规模企业”的计划也同样如此。但该计划的环境效益仍存在一些未解之谜。微软计划实现“负碳排放”，但这并不意味着其所有实际排放都将被消除，也不意味着其所有电力输入都将来自可再生能源。宣称碳中和或负碳排放在很大程度上取决于所提供的替代情景以及所衡量的范围。微软表示，其计划将需要“更广泛的无碳能源和电网支持技术，包括核能、下一代电网基础设施和碳捕获技术”。微软表示已对其中一些技术进行了投资，但考虑到核电站的建设周期，在微软设定的2030年最后期限前，核能不太可能提供大量装机容量。PV Tech市场研究负责人Moustafa Ramadan表示，仅靠可再生能源，微软可能难以满足数据中心不断增长的需求。“考虑到数据中心的负荷特性以及大多数数据中心追求的五个九（99.999%可用性）运行时间规则，标准可再生能源的发电特性将难以满足需求，尤其是在其扩大数据中心规模的情况下，” Ramadan说，“如果微软希望实现完全绿色（而不仅仅是净可再生能源水平）并达成其目标，它还必须考虑在储能领域进行重大投资。无论他们选择从核能还是水电获取部分负荷，这两种方式都需要第三方进行更大量的碳投资，这可能削弱微软试图完成的使命。”碳捕获技术也应引起警惕，这可能是该公司可再生能源雄心的一个潜在限制条件。鉴于其数据中心投资计划的庞大规模，微软间接价值链产生的范围3排放将大幅增加。微软表示，其可再生能源采购计划将有助于“减少微软报告的范围2二氧化碳排放约2500万吨”，但其声明未提及范围3排放。微软在2021年发布的一份报告中表示，其目标是“到2030年，将自身排放量减少一半以上，包括我们的直接排放以及整个供应链和价值链的排放”。由于直接能源消耗无法覆盖全部排放，因此需要碳抵消——如对碳捕获进行战略投资，从技术上讲，这将计入微软自身的排放总量——以实现“负碳排放”。“碳捕获与封存(CCS)的经济可行性机会极少，且除进一步开采化石燃料外的任何部署都难以实现，”拉马丹解释说，“因此，在本十年结束前，该技术不太可能产生重大影响。这可能只是该公司推迟近期采取更具体行动的一种方式。”归根结底，微软的可再生能源计划对能源行业意义重大，并显示出人工智能和数据中心需求将需要快速可靠的新能源装机容量来支撑。但技术现实让人对其可再生能源投资背后隐藏的碳减排和排放声明产生了真正质疑。更 多 新 闻● 最新：通威拟收购丽豪清能100%股权，股票停牌● 34.2%！叠层光伏组件新效率纪录，适用太空等领域● 7GW，这家光伏公司签订美国硅片供货协议●国际逆变器大厂2025年净亏损收窄觉得好看，请点这里↓↓↓","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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