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California Loses The Solar Crown: Who's America's New Energy Star?

California Loses The Solar Crown: Who's America's New Energy Star?

加州失去了太阳之冠:谁是美国的新能源之星?
Benzinga ·  05/24 14:02

California is the largest U.S. state by population and was once the largest solar energy producer in the U.S. In a large shake-up, Texas has surpassed California as the largest domestic solar energy producer.

加利福尼亚州是美国人口最多的州,曾是美国最大的太阳能生产国。在一次大规模改组中,得克萨斯州已超过加利福尼亚成为最大的国内太阳能生产国。

The Data: An article from the Financial Times outlined how Texas, which has its own energy grid, has become a "model" for green energy adoption.

数据:《金融时报》的一篇文章概述了拥有自己的能源网的德克萨斯州如何成为采用绿色能源的 “典范”。

Texas' solar grid has grown exponentially in the past five years. In 2019, Texas had just over 2 gigawatts of solar plants compared to California's 13. In 2024, Texas has 23.6 gigawatts to California's 21.2. FT acquired the data from Grid Status.

在过去五年中,得克萨斯州的太阳能电网呈指数级增长。2019年,得克萨斯州的太阳能发电厂刚刚超过2千兆瓦,而加利福尼亚只有13座。2024年,得克萨斯州的发电量为23.6千兆瓦,而加利福尼亚的发电量为21.2千兆瓦。英国《金融时报》从 Grid Status 获取了数据。

According to data from the think tank Ember, Texas generated more power from solar than coal for the first time in March.

根据智囊团Ember的数据,得克萨斯州3月份的太阳能发电量首次超过煤炭。

Why it Matters: Texas has consistently voted for Republican state legislative majorities, who themselves have been historically unlikely to support green energy. The fact that Texas surpassed Democratic stronghold California could indicate that solar energy adoption has become less politicized.

为何重要:得克萨斯州一直投票支持共和党州议会的多数席位,而共和党本人历来不太可能支持绿色能源。得克萨斯州超过民主党的据点加利福尼亚这一事实可能表明太阳能的采用已经不那么政治化了。

The state has also seen an increase in solar manufacturing. Enphase Energy Inc (NASDAQ:ENPH) manufactures solar inverters in Arlington while Canadian Solar Inc (NASDAQ:CSIQ) manufactures panels in Mesquite. Several other manufacturers have announced plans to produce parts in Texas.

该州的太阳能制造业也有所增加。Enphase Energy Inc(纳斯达克股票代码:ENPH)在阿灵顿生产太阳能逆变器,而加拿大太阳能公司(纳斯达克股票代码:CSIQ)在梅斯基特生产面板。其他几家制造商已宣布计划在德克萨斯州生产零部件。

The state attracted attention as a newfound leader in green energy when Elon Musk moved Tesla Inc (NASDAQ:TSLA) headquarters from California to Austin. Musk reportedly wants the roof of his Texas Gigafactory to be covered in solar panels.

当埃隆·马斯克将特斯拉公司(纳斯达克股票代码:TSLA)总部从加利福尼亚迁至奥斯汀时,该州作为绿色能源领域的新领导者引起了人们的关注。据报道,马斯克希望他的德克萨斯超级工厂的屋顶用太阳能电池板覆盖。

For investors interested in the solar energy sector, here are three ETFs to consider:

对于对太阳能行业感兴趣的投资者,可以考虑以下三只ETF:

  1. Invesco Solar ETF (NYSE:TAN): Specializes in solar energy stocks
  2. iShares Global Clean Energy ETF (NASDAQ:ICLN): Covers a diverse range of clean energy sources, including solar
  3. First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN): Includes a mix of renewable energy companies, with substantial investments in solar energy
  1. 景顺太阳能ETF(纽约证券交易所代码:TAN):专门研究太阳能股票
  2. iShares 全球清洁能源ETF(纳斯达克股票代码:ICLN):涵盖各种清洁能源,包括太阳能
  3. First Trust 纳斯达克清洁边缘绿色能源指数基金(纳斯达克股票代码:QCLN):包括多家可再生能源公司,对太阳能进行了大量投资

Also Read: Solar Is Leaving Wind In The Dust As World Renewable Energy Hits New High

另请阅读:随着世界可再生能源创下新高,太阳能正在将风留在尘土中

Image generated using artificial intelligence via Midjourney.

通过 Midjourney 使用人工智能生成的图像。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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