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市场调查报告书
商品编码
1796160
欧洲电力容量市场长期价格展望（2025年上半年）Europe Power Capacity Markets Long-term Pricing Outlook H1 2025 |
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报告摘要
随着再生能源在欧洲电力市场中的作用不断扩大，现有的固定容量能源面临着来自低成本风电和太阳能日益激烈的市场竞争，被排除在供应体系之外的风险也随之增加。能源危机仍萦绕在政策制定者的脑海中，平衡脱碳、供应安全和可负担性这三个能源困境的课题在规模和复杂性上都日益加深。欧洲各国正采取各种策略来应对，以确保充足的灵活容量，从而支持并保障日益多样化的供应结构，这些策略包括技术中立拍卖、特定技术招标、战略储备和需求响应措施。本分析探讨了市场中巨大的容量缺口，并介绍了英国、比利时、法国、义大利、西班牙和德国的容量价格前景和主要市场特征。
Report Summary:
As the role of renewable resources in European power markets continues to expand, existing sources of firm capacity are suffering ever increasing competition for market space from low-cost wind and solar production, with resulting increased risk of being displaced from the supply stack. With the energy crisis fresh in the minds of policy makers, the challenge of balancing the imperatives of the energy trilemma - decarbonisation, security of supply, and affordability - is growing in scale and complexity European countries are responding with different strategies to ensure sufficient flexible capacity is available to support and secure increasingly variable supply mixes, with measures including technology-neutral auctions, specific technology tenders, strategic reserves, demand response measures, etc. This analysis explores the firm capacity gap in markets, presenting capacity price outlooks and key market characteristics for Great Britain, Belgium, France, Italy, Spain and Germany.
