REPower EU计划会加速能源转换吗？

Will REPowerEU Accelerate the Energy Transition?

出版日期: 2022年05月23日 | 出版商:

Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2个工作天内

价格

简介目录

欧盟的“REPower EU”计划旨在在不损害 Netzero 雄心的情况下迅速减少俄罗斯对能源进口的依赖。会员国需要迅速采取行动，实施有针对性的政策和资金措施。

本报告涵盖欧盟的“REPower EU”计划，并提供有关现状和前景的最新信息。

执行摘要
加快清洁能源供应（可再生能源）
- 太阳能发电的目标很严格，但可以实现。
- Wind--关注许可和互联互通问题，实现目标的期望
- 储能——缺失的部分？
加快清洁能源供应（可再生气体）
- 氢——最大的挑战是到 2030 年刺激足够的需求。
- 生物甲烷——远未升级
能源供应多元化
- 欧盟能源平台难以支持 LNG 数量，但氢贸易支持
- 欧盟对外战略
节能与节能
- 严格的目标——但这次不同
结论

简介目录

Report Summary:

The European Commission's REPowerEU plan aims to rapidly reduce reliance on Russian energy imports, without derailing net zero ambitions. Renewable generation targets call for a 15% increase over the already ambitious Fit-for-55 plan. With hydrogen requiring an even bigger leap. Phasing out imports of Russian coal and oil is already within sight, but gas is a much more difficult proposition. Incremental LNG imports - near- and long-term - will play a much bigger role than piped gas alternatives. All of the targets laid out in the REPowerEU plan are a stretch. Member states must act quickly to implement the measures with targeted policies and funding. Doing so will put Europe in a better position to deliver against its net zero targets.

Executive Summary

Accelerating clean energy supplies (renewable power)
- Solar targets are difficult but achievable - explicit timelines on permitting are a step forward
- Wind - the spotlight on permitting and interconnection issues brings hopes targets can be met
- Energy Storage - the missing piece?

Accelerating clean energy supplies (renewable gases)
- Hydrogen - unlocking sufficient demand by 2030 presents the biggest challenge
- Biomethane - an upgrade too far

Diversifying energy supplies
- The EU Energy Platform will struggle to underpin material LNG volumes but will support hydrogen trade
- EU External Strategy