Cov nqi hluav taws xob tauj dua tshiab tau nce ntxiv hauv Q4'21 Raws li Europe Lub Zog Hluav Taws Xob pib tom

Jan 17, 2022

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Tau qhov twg los: spglobal.com


Renewable Power Prices Surge In Q4'21 As Europe's Energy Crisis Starts To Bite


Lub hli dhau los rau qhov tsis tau pom dua ntawm lub zog hluav taws xob hauv Tebchaws Europe, nce nqi roj thiab hluav taws xob tau pub rau hauv kev lag luam rau daim ntawv cog lus yuav rov qab siv hluav taws xob, raws li daim ntawv cog lus fais fab kev lag luam platform LevelTen Energy.


Daim ntawv cog lus yuav rov qab siv hluav taws xob, lossis PPAs, qhov twg cov neeg siv khoom siv hluav taws xob thiab cov khoom siv hluav taws xob tau cog lus tso tawm los ntawm cua thiab hnub ci ua liaj ua teb, feem ntau tsis taug qab kev lag luam tsis hloov pauv, vim tias cov nroj tsuag feem ntau tseem tsis tau tsim thaum cov ntawv cog lus tau kos npe.


Tab sis nyob rau hauv lub quarter thib plaub ntawm 2021, LevelTen tau sau tseg 7.8% kev taug kev hauv cua thiab hnub ci PPA tus nqi hauv Tebchaws Europe piv rau lub quarter thib peb, nrog nws cov Blended European Index, uas suav nrog qis tshaj 25% ntawm PPA muab, tam sim no sawv ntawm € 52.46 / MWh. Qhov ntsuas tau nce 17.5% piv rau lub xyoo dhau los, LevelTen tau hais hauv tsab ntawv tshaj tawm Lub Ib Hlis 13.


Cua tus nqi tau nce ntau dua hnub ci, nce 8.2% hauv lub quarter thib plaub piv rau peb lub hlis dhau los, txawm hais tias hnub ci nqi tau nce ntau dua li cua ntawm ib xyoo dhau ib xyoo.


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Feem ntau ntawm qhov nce ntawm cov nqi muag khoom hluav taws xob yog los ntawm cov roj ntsha ntuj. Rebounding roj thov, mov shortness thoob teb chaws Europe thiab txo cov khoom los ntawm Russia pom ntau European lag luam ntaus cov nqi. Hauv Fab Kis, kev tawm tsam ntawm ntau lub chaw nres tsheb hluav taws xob nuclear ua rau muaj kev kub ntxhov.


Los ntawm LevelTen' qhov kev xav, qhov no txhais tau tias PPAs txuas ntxiv mus yuav dhau los ua tus neeg muag khoom ntau dua' kev lag luam hauv xyoo 2022.


Cov nqi lag luam wholesale siab zog ua rau nws txaus nyiam rau cov neeg tsim khoom lag luam lawv lub zog ncaj qha rau ntawm kev ua lag luam, txawm tias muaj kev pheej hmoo ntawm kev hloov pauv, raws li Frederico Carita, tus thawj coj ntawm cov neeg tsim khoom pabcuam rau Tebchaws Europe ntawm LevelTen.


& quot; [Lub quarter thib plaub] tau ua kom pom tseeb tias qhov kev kub ntxhov - thiab nws cov nqi hluav taws xob nce siab - don' zoo li yuav tsis mus qhov twg los tau sai sai, thiab tsis muaj kev cuam tshuam rau PPA kev ua lag luam ," Carita tau hais hauv tsab ntawv ceeb toom.


Lub caij no, cov neeg siv hluav taws xob hauv tuam txhab tseem mob siab rau PPAs, raws li ntau tus xav tias qhov mob ntawm kev lag luam tsis muaj zog ntawm lawv tus kheej cov nqi hluav taws xob. Decarbonization lub hom phiaj thiab kev txhawb siab ib puag ncig kuj tseem ua rau kev xav tau.


Ntev lub lag luam ua lag luam los ntawm cov tuam txhab thev naus laus zis nrog cov ntaub ntawv tshaib plab xws li Meta Platforms Inc. thiab Google LLC, cov chav kawm tshiab ntawm cov neeg lag luam mega kuj tau tshwm sim, xws li cov kws tsim tshuaj BASF AG thiab Covestro AG, uas yog squaring li. mus rau nyuaj decarbonization txoj kev.


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Ntau ntxiv, muaj qhov tsis txaus ntseeg ntawm cov khoom siv thiab kev thov hauv Tebchaws Europe." Kev xav tau rau cov khoom siv txuas ntxiv txuas ntxiv mus ntxiv, thaum tsawg dua cov haujlwm txuas ntxiv txuas ntxiv zoo nkauj tau ua rau lawv txoj hauv kev los ntawm gauntlet ntawm cov txheej txheem tso cai nyuaj, kev sib cuam tshuam rov qab thiab cov saw hlau nyuaj. Muab qhov txheeb ze tsis txaus ntawm cov khoom siv txuas ntxiv ua ke nrog kev pheej hmoo ntawm kev loj hlob, cov neeg tsim khoom yog, tsis tsim nyog, nce lawv cov nqi," Carita hais tias.


Thaum cov nqi nce siab, tseem muaj qhov sib txawv ntawm cov teb chaws Europe. Qhov no yog vim muaj kev hloov pauv hauv huab cua thiab irradiation cov peev txheej thiab kev lag luam tsim, piv txwv li. Spain tseem muab lub hnub ci fais fab ntawm tus nqi qis tshaj plaws hauv Tebchaws Europe, thiab cov haujlwm cua hauv lub tebchaws kuj yog cov pheej yig tshaj plaws hauv Tebchaws Europe. Tsuas yog Finland tau muab hluav taws xob pheej yig dua rau lub quarter, LevelTen tau hais, ntxiv tias cov nqi tau ruaj khov nyob rau xyoo dhau los.


Cov Nordics tau pom cov nqi hluav taws xob qis qis rau ntau xyoo, raws li thaj av' lub nkoj loj hauv dej tau ntxiv nrog ntau lub peev xwm ntawm ntug dej hiav txwv. Qhov no tau tiv thaiv thaj av los ntawm qhov tsis ntev los no ntawm cov roj uas tau tsav tus nqi nce ntxiv." Nordic cov nqi lag luam wholesale tag nrho tseem nyob qis thaum piv rau cov teb chaws Europe, txhais tau tias cov neeg tsim khoom muaj tsawg ntxias los ntawm kev cia siab ntawm kev mus ua lag luam," Carita hais tias.




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