欧洲电力的长期敏感度商品价格变动的影响
市场调查报告书
商品编码
1426511

欧洲电力的长期敏感度商品价格变动的影响

Europe Power Long-term Sensitivity: Impacts of Commodity Price Variability

出版日期: | 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

报告书概要

近年来,大宗商品价格波动(尤其是天然气)对欧洲电力市场动态和价格形成产生了重大影响。这里提出的敏感度分析量化了到 2050 年商品价格变动对15欧洲电力市场的影响。虽然产能和需求的基本市场背景与我们 2023 年 11 月的基本情境展望相比保持不变,但本报告更新了基本情境商品价格假设,以反映近期的重大变化。对于这个 "燃料调整" 基本情境展望,本报告增加了对 2050 年大宗商品价格波动的敏感度。

简介目录
Product Code: 150205947

Report Summary:

Commodity price volatility - gas in particular - has been a major influence on European power market dynamics and price formation in recent years. The sensitivity analysis presented here quantifies the impact of commodity price variations in 15 European power markets to 2050. The underlying market background presented for capacity & demand is unchanged from the November 2023 base case outlook, while we have updated the base case commodity price assumptions to reflect significant short-term changes. This 'fuel-adjusted' base case outlook is then supplemented with high and low commodity price sensitivities to 2050.