吴忌寒：欧洲光伏发电已超系统灵活性承载能力，比特币挖矿可充当“最后买家”
ChainCatcher 消息，吴忌寒在 X 平台发文表示，欧洲当前的太阳能问题已不再只是增加发电量，而是缺乏足够的灵活电力需求来消纳过剩能源，其援引能源研究机构 Pexapark 最新分析称欧洲光伏“自我蚕食”现象正在迅速恶化。
吴忌寒指出，欧洲太阳能部署速度已超过电网系统灵活性建设速度，除储能、电网扩建和需求响应外，欧洲还应重视可中断负载（interruptible loads），包括比特币挖矿及其他计算负载，这类负载可在电力充裕时启动、电网紧张时关闭，从而成为可再生能源过剩电力的“最后买家”，减少弃电、改善光伏项目收益，并提升发电与电网基础设施投资的盈利能力和融资可行性。
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