Iberdrola、CMD 2024 更倾向网络

报告摘要

在一次广受好评的演讲中，Iberdrola 坚持其策略支柱，明确关注业务稳定性和可预测性。但其重点和资本配置（再次）发生了重大变化。Iberdrola加大了对网路的关注，而对再生能源的投资比例则有所下降。对网路（包括美国）的战略关注日益增长，这意味着 Iberdrola 正在区别于欧洲同行。

目录

执行摘要

发生了什么变化？

• 专注于提高可见度和可预测性

这对 Iberdrola 的前景有何影响？

• 透过风险规避计画拓展您的网络
• 再生能源投资正在萎缩
• 资产轮调和伙伴关係是融资计划的关键部分

Report Summary:

In a well-received presentation, Iberdrola stuck fast to its strategic pillars, with a clear focus on stability and predictability within its business. However, the emphasis, and capital allocation, notably shifted (once again). Iberdrola has leaned further towards networks, whilst renewables is handed a smaller share of the investment pie. This growing strategic focus on networks, including a large US component, means the company is further differentiating itself from many of its European peers.

Table of contents

Executive summary

What's changed?

• Focus on increased visibility and predictability

How does this impact Iberdrola's outlook?

• Growth in networks through a de-risked plan
• Renewables investment pared-back
• Asset rotation and partnerships are a key part of the funding plan

Tables and charts

This report includes 1 images and tables including:

• Iberdrola's targets and guidance (CMD 2024 vs CMD 2022)