Yuav ua li cas Berkshire Hathaway Zog khiav dim 'The Coal Trap'

Warren Buffet's Berkshire HathawayBRK.B
Lub zog tau yuav 2,000 daim av hauv West Virginia, qhov chaw uas lub tuam txhab yuav muab lub hnub ci zog rau kev lag luam aerospace, tsim kom muaj ntau txog 1,000 txoj haujlwm. Qhov $ 500 lab qhov project yog lub peev xwm hlau nplaum rau cov lag luam zoo sib xws thiab pab kom muaj ntau haiv neeg ntawm lub xeev kev lag luam thiab lub zog.

Txawm tias muaj kev cia siab, kev nthuav dav kev lag luam tseem muaj kev sib ntaus sib tua. West Virginia's Public Service Commission yog nyob rau hauv tus ntiv tes xoo ntawm cov tuam txhab thee uas tseem muaj cov leeg ua nom ua tswv. Piv txwv ntau, underscoring qhov point. Lub xeev cov pej xeem tau them nyiaj ntau dua vim li ntawd, thaum lawv cov zej zog tuaj yeem cuam tshuam kev loj hlob.

Qhov tseeb, kev ruaj ntseg tsav cov tuam txhab, thiab yuav luag txhua tus muaj cov hom phiaj txo cov pa roj carbon. Lawv cov neeg siv khoom, cov neeg ua haujlwm, thiab cov tswv lag luam xav tau ntawm lawv. West Virginia tus tseem ceeb players - Chaw Tsim Tshuaj & Twv Txiaj, Toyota Motor Corp., thiab Neeg Muaj Cuab YeejNUE
Corp.— yog cov thawj coj hauv tebchaws, txiav cov pa roj carbon monoxide los ntawm kev yuav khoom dua tshiab, siv lub zog ua kom zoo, thiab txo cov khoom pov tseg.

"Cov neeg ntawm West Virginia ua ntej lawv cov thawj coj," said James Van Nostrand, Center for Energy & Sustainable Development tus thawj coj ntawm West Virginia University's College of Law. "Muaj kev hloov pauv tam sim no thiab peb yuav tsum tau txais qee txoj haujlwm huv lub zog tawm ntawm nws. Txwv tsis pub, peb yuav nqes dej nrog cov thee. "

Van Nostrand nyuam qhuav sau ib phau ntawv hu ua "The Coal Trap: How West Virginia Was Left Behind in the Clean Energy Revolution." Hauv kev sib tham nrog tus kws sau ntawv no, nws piav qhia tias lub xeev tus nqi nce ntawm cov nqi hluav taws xob nruab nrab ntawm 2008 thiab 2020 yog ntau tshaj tsib npaug ntawm lub teb chaws nruab nrab, txawm hais tias nws tseem muaj 13 tus nqi muag khoom qis tshaj hauv lub tebchaws. Tab sis cov neeg siv hluav taws xob tswj hwm xav kom cov chaw tsim hluav taws xob uas twb muaj lawm qhib, ua rau Asmeskas Hluav Taws XobAEP
Lub zog thov $ 448 lab los txuas ntxiv ua haujlwm peb cov nroj tsuag dhau los 2028.

Lub nra tam sim no poob rau cov neeg siv khoom los txhawb nqa cov chaw thee - cov pej xeem nrog cov nyiaj tau los qis tshaj plaws thib ob hauv lub tebchaws. Van Nostrand hais tias AEP tus nqi tau nce ob npaug ntawm xyoo 2008 thiab 2020, "thiab nws yuav dhau mus zuj zus." West Virginia muaj xya qhov chaw cog ntoo, tsim feem ntau thaum xyoo 1970s. Lawv sawv cev rau 91% ntawm lub xeev lub zog sib xyaw. Natural gas ua 2%. Qhov zoo tshaj plaws, cov khoom siv hluav taws xob tuaj yeem khiav lawv cov nroj tsuag thee ntawm lub peev xwm tsawg thiab yuav cua thiab hnub ci zog ntau pheej yig dua ntawm kev lag luam qhib.

Political piv rau Economic Capital

Ironically, AEP lub hom phiaj ua cov pa roj carbon nruab nrab los ntawm 2050 thiab txo nws cov CO2 emissions los ntawm 80% los ntawm 2030 los ntawm 2000 lub hauv paus. Xyoo 2005, nws muaj 24,000 MW ntawm cov thee. Tam sim no nws muaj 12,000 MW. Nws yuav kaw 5,600 MW ntawm qhov ntawd los ntawm 2030. Duke ZogDUK
Ib yam nkaus, tau so haujlwm 6,500 MW ntawm cov thee txij li xyoo 2010, thiab nws yuav kaw 1,900 MW ntawm cov thee los ntawm 2025.

Xav txog Berkshire's PacifiCorp, uas ua lag luam nyob rau hauv rau lub xeev sab hnub poob: Nws qhia txog nws qhov kev xav tau rau 1,345 MW ntawm cov khoom siv cua tshiab thiab hnub ci, ua ke nrog 600 MW ntawm kev sib koom ua ke ntawm cov khoom siv hluav taws xob nyob rau hauv rau xyoo tom ntej. Qhov ntawd yuav ua rau 74% txo cov pa hluav taws xob hauv tsev cog khoom los ntawm 2005 qib los ntawm 2030.

Nws kuj suav nrog ib qho advanced nuclear project - lub me me modular reactor tsim los ntawm TerraPower. Nws yuav hloov ib tug so ntawm cov thee cog. Kev siv hluav taws xob tau tso tag nrho nws cov thee cog los ntawm 2037 thiab hloov ob ntawm lawv mus rau cov pa roj ntsha. Cov xeev tus Clean Energy Transformation Act tshem tawm cov thee thiab xav kom cov phiajcim yuav tsum tau decarbonized los ntawm 2045.

Van Nostrand hais tias, "Cov txheej txheem kev kawm rau cov neeg siv khoom yuav nyuaj," hais txog Van Nostrand, hais txog cov zej zog uas tau nyob ntev ntev ntawm cov thee. “Txhua lub xeev tau hloov mus rau cov pa roj, cua, thiab hnub ci. Hmoov tsis zoo, West Virginia cov neeg siv hluav taws xob tswj hwm tau nce ob npaug ntawm cov thee. Tab sis peb tab tom cuam tshuam nrog cov neeg tsim haujlwm uas xav nrhiav hauv West Virginia. "

Hauv tebchaws, kev lag luam thee tau poob nws lub zog. Tab sis nyob rau hauv West Virginia, nws tseem muaj zog. Nws pab txhawb rau lub hauv paus se thiab txhawb nqa 29,674 txoj haujlwm hauv lub xeev - ib pab pawg me me tab sis muaj kev cuam tshuam. Txawm li cas los xij, cov nqi hluav taws xob tiag tiag yog "sab nraud" thiab tsis cuam tshuam rau tus nqi hluav taws xob. Qhov ntawd yog, cov neeg them se them nqi ib puag ncig thiab kev kho mob. Piv txwv li mines tso tseg, yuav raug nqi billions los kho.

Ntxiv mus, a University of California ntawm Berkeley txoj kev tshawb fawb hais tias Tebchaws Meskas tuaj yeem tsim tau 80% ntawm nws lub zog los ntawm kev rov ua dua tshiab hauv 2030 yam tsis ua rau cov nqi hluav taws xob nce. Ntawm qhov ze 28,000 MW ntawm lub zog uas tuaj online hauv xyoo 2021, cua zog ua 41%, thaum lub hnub ci zog muaj 36%. Natural gas yog li ntawm 20%. Utilities yog txiav txim siab txog nyiaj txiag, tsis yog kev nom kev tswv.

Fais fab rau Economic Engine

Muab qhov teeb meem kev nom kev tswv, Berkshire Hathaway Zog ua li cas tshem tawm cov cuab yeej hluav taws xob? Raws li Van Nostrand, qhov project yuav ua haujlwm zoo ib yam li microgrid, tsim lub hnub ci zog rau ntawm qhov chaw, khaws cia rau hauv lub roj teeb, thiab xa nws los ntawm ib cheeb tsam mini-grid. Txog tam sim no, kev lag luam aerospace Precision CastpartsPCP
/ Lub Sijhawm yog thawj tus neeg siv khoom - Berkshire cov chaw pabcuam. Berkshire siv nws lub hwj chim sib tham los hla txoj haujlwm pabcuam pej xeem.

Alicia Knapp, tus thawj coj ntawm Berkshire Hathaway Energy's Renewables unit, hais tias "Qhov no tsuas yog qhov pib xwb," NWS Metro News.

Hnub ci zog yog thoob plaws hauv lub tebchaws. Thaum California, Florida, thiab Texas ua rau muaj kev lag luam loj, nws tseem vam meej hauv Massachusetts, New Jersey, thiab New York. Nws yog qhov ua haujlwm ntawm tus nqi poob. Ua tim khawv txog kev loj hlob ntawm lub teb chaws hnub ci kev lag luam - vim yog ib feem ntawm tsoomfwv cov peev nyiaj se ntawm 26%. Cov txiaj ntsig tam sim no muaj rau txhua qhov haujlwm uas tsis muaj cov pa roj carbon monoxide, suav nrog nuclear, hydrogen, thiab carbon capture thiab khaws cia vim yog Txoj Cai Txo Cov Nyiaj Txiag.

Meanwhile, West Virginia cov neeg tsim cai lij choj dhau daim nqi yog li ntawd ob qhov khoom siv loj tshaj plaws - AEP thiab FirstEnergyFE
Corp. - tuaj yeem nruab hnub ci zog hauv 50-megawatt increments. Pawg neeg tsim cai lij choj kuj tau tshaj tawm txoj cai lij choj tso cai rau cov neeg tsim hluav taws xob hnub ci nkag mus rau hauv "kev cog lus yuav hluav taws xob" nrog cov tsev teev ntuj, tsev kawm ntawv, thiab cov nroog - cov ntawv cog lus uas muab kev muag khoom muag ntawm tus nqi tas li.

Lub tswv yim ua haujlwm: Ib EDF Renewables Unit thiab Raleigh Solar thov xyoo tas los no los tsim ib qhov chaw 92.5-MW thiab 90-MW project, raws li. Thiab SEVA WV yuav tsim ib qhov project 250-MW nyob rau sab saum toj ntawm lub qub thee mine - kev nqis peev ntawm $ 320 lab.

Txawm li cas los xij, lub tuam txhab kev sab laj Ntoo MacKenzie hais tias West Virginia muaj 18 MW ntawm kev teeb tsa hnub ci, uas yog nws thib peb los ntawm hauv qab hauv tebchaws.

"Lub zog hloov pauv tsis tau tshwm sim hauv West Virginia. Tab sis muaj qee qhov kev txhawb nqa, thiab Txoj Cai Lij Choj txo qis yuav dhia pib qhov ntawd, "hais tias Van Nostrand, Republican. “Qhov teeb meem tseem ceeb yog lub xeev txoj haujlwm pabcuam pej xeem yog nyob rau hauv lub hnab tshos thee. Cov neeg siv khoom tau them nyiaj ntau dua vim nws. Tab sis nws yog txwv tsis pub cov tswv ntiav haujlwm los ntawm qhov chaw nyob ntawm no. Daim phiaj sib cuam tshuam txhais tau tias peb tuaj yeem yuav lub zog huv rau lwm qhov tam sim no. Kev txav deb ntawm cov thee yog xav tau los cawm lub ntiaj teb - thiab nws yuav ua rau cov nqi hluav taws xob qis dua. "

Nws tseem yuav ua rau muaj kev loj hlob ntawm kev lag luam thiab coj cov lag luam hauv xyoo pua 21st mus rau lub xeev. Berkshire Hathaway yog qhov tseeb, ua ntej los ntawm lwm tus uas cog lus tias yuav ntiav ntau txhiab thiab pab nyiaj txiag. Nws yog tus txheej txheem qeeb, tab sis West Virginia yuav txav mus tom ntej - siv los ntawm lub zog huv thiab xav tau los ntawm nws cov neeg.

Tau qhov twg los: https://www.forbes.com/sites/kensilverstein/2022/09/18/how-berkshire-hathaway-energy-escaped-the-coal-trap/