市场调查报告书
商品编码
1348018
欧洲电力的长期敏感性:风能和太阳能发电波动的影响(截至5月23日的基本案例)Europe Power Long-Term Sensitivity: Impacts of Wind and Solar Variability (May 23 base case) |
本报告分析了截至2023年5月欧洲主要国家电力市场长期前景的 "天气敏感度" 。具体而言,我们检视了风电和太阳能发电持续高水准投资的情况下,风电和太阳能替代资源模式的年回报率波动的可能性,并给出了6个敏感案例的分析结果。分析结果显示,儘管电力现货市场年均电价将维持在较高水平,但脱碳程度较高的电力市场稳定性预计将下降。
This insight explores the "weather sensitivity" of the May 2023 long-term outlook for Europe's major power markets. Against a background of sustained, high-levels of investment in wind and solar generation, here we present the findings of six sensitivity cases examining the up and downside to captured revenues from alternative within year wind and solar resource patterns. Results show, at a high resolution, that while average annual prices on the day-ahead market remain strong, highly decarbonised power markets decrease the stability of price formation.