海上风电与天然气的协同效应.pdfVIP

Synergiesbetweenoffshorewind

andnaturalgas

January29,2026

TheContributionofOSWtoISO-NEandNYISO

TableofContents

Executivesummary3

Introduction7

Evolvingreliabilityneedsandpolicydrivers9

BarrierstoNGandOSWsupportingnear-termreliability14

Methodology20

5.1Quantitativemodeling20

5.2Stakeholderreview29

5.3Literaturereview29

5.4Qualitativecasestudies30

Results30

6.1Findings:Quantitativeanalyses30

6.1.1Quantitativeanalysis#1:Buildlimits30

6.1.2Quantitativeanalysis#2:MRI31

6.1.3Quantitativeanalysis#3:Oil-firedgenerationinNYISO36

6.2Findings:Stakeholderengagement38

6.3Findings:Qualitativecasestudies39

6.4Findings:Literaturereview43

Conclusions47

Apathforward50

2

TheContributionofOSWtoISO-NEandNYISO

Executivesummary

TheUSelectricsystemisenteringaperiodofrapidandunprecedentedchange.Electricity

demandisrisingsharplyduetotheaccelerationofArtificialIntelligence(AI)datacenters,

semiconductormanufacturing,industrialonshoring,andtheelectrificationofheatingand

transportation.Asaresult,thegridistransitioningtowardwinterpeakingconditionsandfacing

increasedoperationalstressduringextremecoldevents.Acrossmultipleregions,loadgrowthis

outpacingthespeedatwhichnewgeneration,fuelinfrastructure,andtransmissioncanbebuilt.

InlightofthesechallengesandtosupportAmerica’swiderdomesticandforeignpolicygoals,

policymakersaretakinganenergydominanceapproachtodevelopabundant,affordable

energywhilestrengtheningthenation’sgeopoliticalleadership.

Againstthisbackdrop,naturalgas(NG)andoffshorewind(OSW)haveemergedastwoofthe

mostconsequentialresourcesformeetingnear-andmedium-termreliabilityneeds.Although

oftenframedascompet