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市场调查报告书
商品编码
1373210
电价短期面临下行压力:东南部电力与再生能源短期展望(2023年10月)Power Prices Face Downward Pressure in the Short Term: Southeast Power and Renewables October 2023 Short-Term Outlook |
在经历了2023 年的缓慢开局之后,夏季的酷热终于带来了一些波动(没有像2022 年那样强劲的天然气价格),但这在ERCOT 中最为明显。因此,远期曲线有更多或更多的波动。大多数市场对天然气价格的追踪较少,除了 ERCOT 之外,ERCOT 使未来电价保持急剧攀升,而天然气价格方面几乎没有变动。总体而言,预计即将出现廉价天然气价格,随着可再生能源发电量的不断增长(未来五年太阳能和风能发电量将超过60 吉瓦),目前大多数市场的价格预期将接近2021 年,而不是2022 年和2023 年的烟火。
After a slow start to 2023, extreme heat over the summer finally brought with it some volatility (without strong natural gas prices, as was the case in 2022), but this was mostly felt in ERCOT. As a result, forward curves have more or less tracked natural gas prices in most markets, again apart from ERCOT which witnessed a steep climb in future power prices with little-to-no movement on the natural gas price side. Overall, with cheap natural gas prices forecasted on the horizon, along with a growing amount of renewable capacity (over 60 GW of solar and wind capacity in the next five years), current expectations are for prices to resemble 2021 in most markets as opposed to the fireworks witnessed in 2022 and 2023.