US joins global permitting race as renewables surpass nuclear power — Eter News

Enriched Analysis 深度解析

US joins global permitting race as renewables surpass nuclear power美国加入全球许可改革竞赛，可再生能源发电量超越核电

Four US senators unveiled a bipartisan bill to speed up infrastructure permitting as data centers strain the grid, while renewables overtook nuclear in US power generation through the first nine months of 2026. The UK, EU and Canada are pursuing parallel efforts, from a new public grid entity to a Pacific oil pipeline aimed at reducing dependence on US export routes.四名美国参议员公布跨党派法案，加快基础设施许可审批，以应对数据中心对电网的压力；2026年前九个月，美国可再生能源发电量首次同期超过核电。英国、欧盟和加拿大也在推进类似举措，包括设立公共电网实体和建设面向太平洋的输油管道，以减少对美出口依赖。

POLITICO 1 Oct 2026 2026年10月1日

2020

Projected data center-driven increase in US electricity generation数据中心预计推动美国发电量增长

622622

Wind and solar generation风电与光伏发电量

9090

Share of Alberta oil exported to the US阿尔伯塔省输往美国的石油比例

01The Story新闻事实

Four US senators unveiled a bipartisan bill to speed up infrastructure permitting as data centers strain the grid, while renewables overtook nuclear in US power generation through the first nine months of 2026. The UK, EU and Canada are pursuing parallel efforts, from a new public grid entity to a Pacific oil pipeline aimed at reducing dependence on US export routes.四名美国参议员公布跨党派法案，加快基础设施许可审批，以应对数据中心对电网的压力；2026年前九个月，美国可再生能源发电量首次同期超过核电。英国、欧盟和加拿大也在推进类似举措，包括设立公共电网实体和建设面向太平洋的输油管道，以减少对美出口依赖。

  • Two Republicans and two Democrats unveiled the Bipartisan American Affordability and Jobs Act to reduce environmental reviews, determine who pays for interstate transmission projects, limit water-permit fights and make existing permits harder to revoke.两名共和党参议员与两名民主党参议员公布《两党可负担性与就业法案》，旨在减少环境审查、明确州际输电项目的付费责任、限制水务许可争议，并使既有许可更难被撤销。
  • Combined wind and solar generation reached 622 TWh in the first nine months of 2026, surpassing nuclear (597 TWh) and coal (544 TWh), while gas remained the largest source at 1,308 TWh.2026年前九个月，美国风电与光伏合计发电622太瓦时，超过核电（597太瓦时）和煤电（544太瓦时）；天然气仍以1,308太瓦时居首。
  • UK Prime Minister Andy Burnham announced a publicly owned entity, GB Grid, to speed up expansion of the British grid, which needs rewiring to connect North Sea offshore wind farms to cities.英国首相安迪·伯纳姆宣布成立公有制实体GB Grid，以加快英国电网扩建；该电网需要重新布线，以将北海大型海上风电场与城市连接起来。
  • The European Commission's European Grids Package, which includes legislation to accelerate permitting for grid and renewable projects, is in the final stage of approval, and EU governments backed streamlined environmental assessments for industrial projects.欧盟委员会的《欧洲电网一揽子计划》包含加快电网和可再生能源项目许可的立法，目前已进入批准的最后阶段；欧盟各国政府本周还支持简化港口、数据中心等工业项目的环境评估。

Surging electricity demand, especially from data centers, is pushing Western governments across partisan lines to fast-track energy infrastructure, reshaping permitting politics on both sides of the Atlantic.以数据中心为代表的电力需求激增，正促使西方国家跨越党派分歧加快能源基础设施建设，重塑大西洋两岸的许可审批政治格局。

024 Dimensions维度分析

Cause因果关系

Data center demand drives a rare bipartisan compromise数据中心需求推动罕见的两党妥协

The Senate permitting compromise is driven by voter anger over rising prices as data centers absorb the nation's power. The bill goes beyond other proposals by requiring data centers to pay for grid upgrades, which one analyst called a signal of how serious lawmakers are about confronting data center costs.参议院的许可妥协法案源于选民对物价上涨的不满——数据中心正在吞噬全国电力。该法案要求数据中心为电网升级付费，超出其他提案的范围；一位分析师称这显示立法者正视数据中心成本的认真程度。

Projected data center-driven increase in US electricity generation数据中心预计推动美国发电量增长

20 %20%

by 2028到2028年

by 2028到2028年20 %

30 %

US power demand growth, first three quarters of 20262026年前三季度美国电力需求增长

3 %3%

Jan–Sep 20262026年1–9月

  • Sen. Sheldon Whitehouse, a Rhode Island Democrat who helped author the compromise, cited the Dallas Fed estimate that data centers could increase electricity generation 20% to 30% by 2028.参与起草妥协法案的罗得岛州民主党参议员谢尔登·怀特豪斯援引达拉斯联储的估计：到2028年，数据中心可能使发电量增长20%至30%。
  • Republicans want to stop states using the Clean Water Act to block fossil fuel projects; Democrats are angry with President Trump for halting renewables projects.共和党希望阻止各州利用《清洁水法》阻挠化石燃料项目；民主党则对特朗普总统停建可再生能源项目感到愤怒。
Comparison对比

Renewables overtake nuclear and coal in the US美国可再生能源发电量超越核电与煤电

Preliminary EIA data shows 2026 is the first year renewables have surpassed nuclear through the first nine months, after wind and solar beat coal on an annual basis for the first time in 2025. Wind and solar grew 12% year-over-year while gas and nuclear were essentially flat and coal fell 5%.美国能源信息署初步数据显示，2026年是可再生能源在前九个月首次超过核电的一年；此前2025年风光发电量首次在全年基础上超过煤电。风电与光伏发电同比增长12%，天然气与核电基本持平，煤电下降5%。

Wind and solar generation风电与光伏发电量

Jan–Sep 20262026年1–9月622 TWh

Jan–Sep 20262026年1–9月597 TWh

Jan–Sep 20262026年1–9月544 TWh

Jan–Sep 20262026年1–9月1,308 TWh

  • Total US power demand through the first three quarters was 3,369 TWh, up 3%.美国前三季度总电力需求为3,369太瓦时，同比增长3%。
Comparison对比

A global sprint to speed up energy permitting全球加快能源项目许可审批的竞赛

The US is not alone: the UK created a publicly owned GB Grid to pressure private grid operators, and the EU's European Grids Package to accelerate grid and renewables permitting is in the final stage of approval. Analysts say Western nations have internalized the lesson from China that energy infrastructure is key to economic growth.美国并非孤例：英国成立公有制实体GB Grid，向私营电网运营商施压；欧盟《欧洲电网一揽子计划》已进入批准最后阶段。有分析人士指出，西方国家已吸取中国的经验——能源基础设施是经济增长的关键。

  • Commission President Ursula von der Leyen said in September: 'Where projects are in Europe's strategic interests, we need to massively accelerate.'欧盟委员会主席冯德莱恩9月表示：“凡是符合欧洲战略利益的项目，我们都需要大幅加速。”
  • Environmental groups have warned the EU against going too far in slashing nature protection laws.环保组织警告欧盟不要在削减自然保护法律方面走得太远。
Stakeholder impact利益相关方

Canada's Pacific pipeline to cut reliance on US export routes加拿大太平洋输油管道以减少对美出口依赖

Canada is designating a new West Coast pipeline a project of 'national interest' to correct the 'structural vulnerability' of relying on the US to export most of Alberta's oil. The project is part of Prime Minister Mark Carney's goal to double exports as a bulwark against the trade war with President Trump.加拿大将把一条新的西海岸输油管道列为“国家利益”项目，以纠正过度依赖美国出口阿尔伯塔省石油的“结构性脆弱性”。该项目是总理马克·卡尼作为对特朗普贸易战屏障的出口翻倍目标的一部分。

Share of Alberta oil exported to the US阿尔伯塔省输往美国的石油比例

90 %90%

20262026年

Additional daily export capacity via Pacific LinkPacific Link管道新增日出口能力

1M barrels/day100万桶/日

  • A Canadian official said the risks have been intensified as the US diversifies its crude imports by increasing imports from Venezuela.一名加拿大官员表示，随着美国通过增加从委内瑞拉的进口使原油进口来源多元化，相关风险进一步加剧。

03Timeline时间线

  1. 2022 The Fund for Responding to Loss and Damage was agreed at UN climate talks.联合国气候大会达成设立损失与损害基金的协议。
  2. 2025 US utility-scale wind and solar generated more power than coal on an annual basis for the first time.美国规模化风电与光伏发电量首次在全年基础上超过煤电。
  3. 2025-11 A senior finance adviser for small island nations warned the loss and damage fund could run short of money.小岛屿国家高级财政顾问警告，损失与损害基金可能面临资金不足。
  4. 2026-09 Ursula von der Leyen told lawmakers Europe must 'massively accelerate' projects in its strategic interests; UN Secretary-General António Guterres voiced frustration at the loss and damage fund's 'ridiculous amount' of money.冯德莱恩对议员表示，欧洲必须“大幅加速”符合其战略利益的项目；联合国秘书长古特雷斯对损失与损害基金“微薄”的资金表示强烈不满。
  5. 2026-10 Four US senators unveiled the Bipartisan American Affordability and Jobs Act; the UK announced the publicly owned GB Grid; EU governments backed streamlined environmental assessments.四名美国参议员公布《两党可负担性与就业法案》；英国宣布成立公有制实体GB Grid；欧盟各国政府支持简化环境评估。
  6. 2026-11 A vote on the US permitting measure is expected after the midterm elections.美国许可法案的投票预计在中期选举后进行。

Key takeaway核心结论

Rising electricity demand is turning permitting reform into a shared Western priority, but the US bill still faces a Senate vote, unresolved wind and solar disputes, and environmental group opposition.电力需求上升使许可改革成为西方国家的共同优先事项，但美国法案仍待参议院表决，风光项目的分歧未解，环保组织的反对依然存在。

04What to Watch后续关注

  1. A Senate vote on the Bipartisan American Affordability and Jobs Act, likely after the November midterm elections.参议院对《两党可负担性与就业法案》的表决，预计在11月中期选举后进行。
  2. Whether Democrats and the White House can hash out an agreement over permitting wind and solar projects as part of the deal.民主党与白宫能否就该法案中风电和光伏项目的许可问题达成一致。
  3. Final-stage approval of the EU's European Grids Package and von der Leyen's signaled further permitting changes.欧盟《欧洲电网一揽子计划》的最后阶段批准进展，以及冯德莱恩暗示的进一步许可改革。
  4. Progress on Canada's Pacific Link pipeline and its designation as a project of national interest.加拿大Pacific Link输油管道的推进及其被列为国家利益项目的后续进展。

05Uncertainties不确定因素

  • Environmental groups including the Sierra Club warn the US bill would create 'immediate benefits for oil and gas companies' while providing no guarantees for wind and solar projects.包括塞拉俱乐部在内的环保组织警告，该法案将为石油天然气公司带来“直接利益”，却未为风电和光伏项目提供保障。
  • Congress has not yet voted on the permitting measure, and it could still be derailed.国会尚未对该许可法案进行表决，法案仍可能搁浅。
  • The loss and damage fund holds $630 million against requests from 119 countries totaling $2.8 billion, leaving a large funding gap.损失与损害基金账面仅有6.3亿美元，而119个国家的申请总额达28亿美元，资金缺口巨大。

06Sources信息来源

  1. US joins the global energy sprint (almost) - POLITICOUS joins the global energy sprint (almost) - POLITICO POLITICO · 2026-10-01

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