美国能源的未来正由鲜为人知的公用事业委员会选举所决定。
America's Energy Future Is Being Decided In Obscure Utility Commission Races

原始链接: https://www.zerohedge.com/energy/americas-energy-future-being-decided-obscure-utility-commission-races

在这篇文章中,伊丽莎白·吉亚尼尼(Elizabeth Gianini)指出,激进的气候活动人士正越来越多地将目光投向那些鲜为人知的州级公共服务与公用事业委员会(PSC/PUC)选举,以期影响美国的能源政策。由于这些委员会监管着发电厂运营、基础设施投资和电价,活动人士正利用这些地方席位,推动快速淘汰传统的、可调度的能源。 吉亚尼尼认为,这种策略威胁到了电网的可靠性和经济性,尤其是在人工智能、数据中心和制造业导致电力需求激增的背景下。尽管活动人士将该问题描述为可再生能源与传统能源之间的选择,但作者认为,真正的能源安全需要“兼顾所有选项”的方针。她主张,将政治气候目标置于可调度的备用发电需求之上,可能会导致电网在极端天气或高需求时期出现故障。 作者最后总结道,鉴于这些委员会对国家的经济竞争力和未来电网稳定性拥有重大权力,共和党人和商界必须更加关注这些选举。如果不在这些“战场”投入精力,可能会对美国电网的可靠性和成本效益造成长期且不可逆转的损害。

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原文

Authored by Elizabeth Gianini via RealClearEnergy,

Most Americans could not name a single member of their state Public Service or Utility Commission (PSC/PUC).

Radical climate activists are counting on that.

Across the country, radical climate activists and left-wing environmental organizations are pouring millions of dollars into obscure utility commission races because they understand something many voters do not: these commissions increasingly influence the future of America's electric grid.

These regulatory bodies decide how electricity is generated, how transmission infrastructure is built, how quickly power plants retire, how new resources are integrated into the grid, and ultimately how much Americans pay for electricity and whether the lights stay on when the system is under stress.

In Georgia, radical climate activists invested heavily in the 2025 PSC races, helping defeat Republican commissioners who supported an all-of-the-above energy strategy. In Arizona, activist-backed candidates won utility elections while advocating accelerated retirements of dispatchable generation. Similar efforts are already emerging in other states.

These organizations understand that utility commissioners play a critical role in shaping energy infrastructure, reliability, and investment decisions within the legal and regulatory frameworks established by their states. As national energy debates have become increasingly difficult to win in Washington, radical left-wing environmental activists have turned their attention to state-level regulatory races where those decisions are often debated and implemented.

What makes this debate so misleading is that activists frame it as a choice between renewable energy and the dispatchable generation still required to keep the grid reliable, affordable, and resilient.

It is not.

Most Republican PSC and PUC commissioners support an all-of-the-above energy strategy. They recognize that meeting America's growing energy needs while maintaining reliability and resilience will require contributions from virtually every available energy source.

What they reject is the fantasy that America can rapidly phase out dispatchable generation before replacement technologies are capable of providing the same level of reliability, resilience, and affordability.

Many radical climate activists have shifted their messaging from climate targets to affordability. Affordable electricity means very little if policymakers sacrifice reliability in pursuit of political timelines.

No major industrial economy has demonstrated that a heavily renewable-dependent electric system can operate at scale with consistent reliability and affordable consumer costs without substantial dispatchable backup generation.

At the same time, electricity demand is surging. Artificial intelligence, data centers, domestic manufacturing, and electrification are creating the largest increase in power demand America has seen in decades.

The Trump Administration's Ratepayer Protection Pledge reflects a simple principle: large AI and data-center customers should bear their fair share of the generation, transmission, and infrastructure costs associated with their growth rather than shifting those costs onto families, small businesses, and existing ratepayers.

America's electric grid was already facing enormous modernization requirements. Transmission systems are aging. Generation fleets are evolving.

AI is accelerating the urgency of these investments. It did not create the underlying challenge.

Utilities are expected to spend approximately $1.4 trillion over the next five years modernizing the electric grid, replacing aging infrastructure, hardening systems against extreme weather, and expanding capacity.

Recent Department of Energy actions to preserve dispatchable generation reflect a growing recognition that reliability and resilience must remain central considerations in America's energy transition. The challenge is not simply building new resources. It is ensuring the electric system remains dependable during periods of peak demand, extreme weather, and other conditions that place stress on the grid.

The real challenge is not choosing between renewable and traditional energy. It is building a reliable, affordable, resilient, and scalable system capable of supporting long-term economic growth while withstanding major disruptions and restoring service quickly when Americans need power most.

Pretending otherwise may satisfy radical climate activists.

It will not keep electricity affordable.

It will not keep the lights on during hurricanes, polar freezes, or extreme heat events when millions of Americans depend on electricity not simply for convenience, but for safety and survival.

Recent victories in Georgia and Arizona have emboldened radical climate activists and their allies, who increasingly view state utility and regulatory commission races as some of the most important battlegrounds in American energy policy.

Republicans, business leaders, and ratepayers should start paying attention. The decisions made by these commissions will shape the affordability, reliability, resilience, and economic competitiveness of the American economy for decades to come.

Elizabeth Gianini is President of the Regulators RoundTable PAC.

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