2026年前五个月,加州的太阳能发电量超过了天然气。
Solar in California surpassed natural gas in the first five months of 2026

原始链接: https://www.eia.gov/todayinenergy/detail.php?id=67784#

2026年前五个月,公用事业规模太阳能发电量在加州独立系统运营商(CAISO)电网中超过天然气,成为主要电力来源。与2024年相比,太阳能发电量增长了21%,而天然气发电量则骤降60%。 这一转变归功于基础设施的显著增长:自2024年4月以来,太阳能装机容量增至25吉瓦(增长19%),电池储能容量激增79%达到16吉瓦,而天然气装机容量则停滞在29吉瓦。电池储能在平衡中午太阳能盈余以供高峰时段使用方面发挥了关键作用,其放电率较2024年增长了两倍。 尽管电力需求增长了7%,但净内部发电量却下降了19%。这一缺口通过电力进口翻倍得到了填补,并得益于太平洋西北地区水电供应的增加以及新墨西哥州SunZia风电项目的助力。这些因素,加上对天然气依赖的停滞和电池的战略性整合,凸显了加州能源格局正向可再生能源和区域互联互通进行重大转型。

2026年前五个月,加利福尼亚州的太阳能发电量超过了天然气,标志着该州能源转型的一个重要里程碑。 Hacker News上的讨论指出,虽然当地太阳能发电量仅有小幅增长,但天然气发电的减少主要归因于电力进口的增加。这些进口电力来自周边地区丰富的水能、核能以及新建的大型风能项目(如SunZia风电场),这对实现加州的气候目标有着积极意义。 讨论帖还涉及了可再生能源更广泛的政治背景。评论者提到了近期联邦政策的转变,包括特朗普政府停止对海上风电项目采取法律抵制。尽管各界仍在争论能源资金和基础设施建设的效率,但数据强调了加州电网构成正在经历快速且持续的演变。
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原文

In-brief analysis

June 16, 2026

Solar and natural gas generation in CAISO


In the first five months of 2026, utility-scale solar generation surpassed natural gas generation in CAISO. Solar electricity generation in the California Independent System Operator (CAISO) over the first five months of 2026 increased 21% compared with the same period in 2024, and natural gas generation decreased by 60%, data from our Hourly Electric Grid Monitor shows.

In CAISO, utility-scale solar generated more electricity than natural gas on a daily basis on 82% of days in the first five months of 2026, up from 21% in 2024 and 2025.

Both solar generating capacity and battery storage capacity have grown in CAISO over the past two years while natural gas generation capacity has remained flat, according to our Preliminary Monthly Electric Generator Inventory. From April 2024 to April 2026, utility-scale solar capacity increased 19% to 25 gigawatts (GW), and net battery storage capacity increased 79% to 16 GW. Natural gas capacity remained nearly unchanged at 29 GW. Total net capacity increased by 14% (11 GW) over this period.

Power generating capacity operational in CAISO

Battery storage, often co-located with solar, charges when solar generation exceeds grid needs in the middle of the day and contributes power to the grid during the evening and early morning when there is less sun. In the first five months of 2026, battery storage discharge tripled compared with the same period in 2024. Despite increasing generation from solar and batteries and a 7% increase in demand over this time period, there was a 19% decrease in net generation as electricity imports from nearby systems doubled in CAISO. The increase in imports was driven by relatively inexpensive electricity generation coming online and available for import. Hydroelectric power imports from the Pacific Northwest increased as the drought there subsided, and CAISO began importing from the new SunZia wind project in New Mexico starting April of this year. In addition, generator retirements in CAISO between May 2024 and May 2025 totaled 555 MW and included a 300 MW battery installation that caught fire in January of 2025.

CAISO average hourly electricity generation by selected sources, Jan to May
Data source: California Independent System Operator (CAISO), Today’s Outlook five-minute power supply data

Principal contributors: Kimberly Peterson, Katherine Antonio, Lori Aniti

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