Tysk sol- och vindkraft slår ut kärnkraftverken!
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"The proportion of hours during which electricity traded at less than 30 euros ($39) a megawatt-hour, the level at which UBS AG says reactors start losing money, rose to 50 percent last month, the most since 2007 and 92 percent more than a year ago, data from the Epex Spot SE exchange show. RWE AG (RWE) cut output at its Gundremmingen plant near Munich 31 times in the first half as solar and wind output jumped, compared with 18 times in 2012, according to data compiled by Bloomberg.
The reductions, which typically last for hours at a time, underscore how Chancellor Angela Merkel’s plan to replace atomic power with renewable energy within a decade is gaining ground at the expense of profit at utilities from RWE to EON SE. The boom in green power, coupled with the lowest demand in 10 years, sent the average operating margin at 15 European utilities to the lowest since 2002, company data compiled by Bloomberg show.
“We will see more of those situations where renewable output is so high, that spot prices collapse below the level of the cash costs for nuclear plants,” Patrick Hummel, an analyst at UBS in Zurich, said July 2 by e-mail."
Det var efter kärkfkraftolyckan i Fukushima som Tyskland bestämde sig för att ställa om sitt energisystem och fasa ut kärnkraften. Något som vi också diskuterat i Sverige i många år, med skillnaden att våra svenska högerpolitiker - liberale Jan Björklund framför allt - får allergiska utslag av blotta tanken på sol- och vindkraft. Det omöjliga i att ställa om vårt energisystem till förnyelsebart och grönt har trummats in i den svenska debatten så länge av industrin, borgerligheten och en hel del sossar att alla som är av en annan åsikt framstått som flummare som vill tillbaks till jordkulorna. Och sen går Tysklands högerregering och gör precis det som den svenska högern menat är omöjligt: ställer om till förnyelsebart och grönt! Idag hämtar landet 22 procent av sin energi från förnyelsebara källor och målet som Angela Merkel satt upp är siffran ska vara 35 procent 2020.
Den som rest i Tyskland på senare år kan inte ha missat skiftet. På var och varannat tak sitter solpaneler och de stora vindkvarnarna maler på horisonten. Det är en småskalig energirevolution som nu hotar att konkurrera ut de stora monsterkraftverken. Men inte tack vare våra svenska energiföretag som tävlar på den tyska elmarknaden med smutsig kolkraft och kärnkraft - behöver jag nämna Vattenfall och Nuon?
"It doesn't seem to me at this point to be a point of serious controversy within the corporate establishment," said Paul Barrett a Bloomberg BusinessWeek reporter (Bloomberg BusinessWeek's sister company Bloomberg News is a CNBC competitor). "The insurance industry, which is a key barometer of these things, has reached the conclusion that whatever your politics are on this, the costs of extreme weather are so great and the patterns over the last couple of decades are so distinct that the corporate establishment absolutely must recognize these risks."
Barrett added, "It's past the point of letting ideology shape the dollars-and-cents calculations that businesses are already making, it is not a question of whether business should do this, business is doing this."
Michael Hiltzik, a veteran Los Angeles Times business columnist, agreed.
"I accept the evidence of climate change," he said. "I don't think I've ever run into a legitimate business leader or business owner in the course of my reporting who doesn't. I think, for the most part, it is settled science and the debate is really over what to do about it."
Hiltzik and others stressed that in business reporting, information is so vital to those running large and small companies that facts have to be on point and disregard political calculations.
"There is no percentage in denying it, there's no point. You can't hold back the tide," Hiltzik said. "It seems to me that denial is basically a political position, it's not a practical position, especially for a business that is in an industry that is going to be impacted by climate change."