中国石化新闻网讯 据油价网1月11日消息称，高盛警告说，欧洲面临清洁能源投资外流至美国的风险，除非欧洲采取自己的通胀抑制战略。
这家投资银行巨头估计，到2032年，美国《通胀降低法案》可能会为清洁能源项目带来高达1.5万亿美元的资本调动，其中直接投资将达到6750亿美元。
该公司认为，这将极大地改变美国的发电和基础设施，从而启动“美国电气化”。
这将包括在未来十年内将可再生能源项目的装机容量从300吉瓦增加到1000吉瓦以上，同时还将促进太阳能、可再生能源储存和碳捕获技术的制造。
然而，高盛在昨日发布的一份研究报告中警告称，这种“有吸引力的支持水平”可能对欧洲在清洁能源领域的领导地位构成威胁。
该银行还表示，“美国电气化”的成功努力可能意味着缩小美国和欧盟能源账单之间的差距——欧盟的能源成本比美国高出约60%，这可能导致欧洲进一步去工业化。
曹海斌 摘译自 油价网
原文如下：
Goldman Sachs: Europe Risks Clean Energy Investment Exodus
Europe risks an exodus of clean energy investment to the US, unless it brings in its own inflation reduction strategy, Goldman Sachs has warned.
The investment banking titan has estimated the US Inflation Reduction Act could drive up to $1.5tn of capital mobilisation into clean energy projects by 2032, with $675bn in direct investments.
It argues this could kick-start the “electrification of America” by vastly transforming its power generation and infrastructure.
This would include boosting the base of installed renewable projects from 300GW to over 1,000GW in the next ten years, while also promoting the manufacturing of solar, renewable energy storage and carbon capture technologies.
In a research note, published yesterday, Goldman Sachs warned, however, that this “attractive level of support” could pose a risk to Europe’s leadership in clean energy.
The bank also said that a successful effort to “Electrify America” could mean cement the gap between US and EU energy bills, where EU energy costs are roughly 60 per cent higher, potentially causing a further de-industrialisation of Europe.
