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封面
市场调查报告书
商品编码
2018971

新一轮石油危机：推动通讯业者转向可再生能源

Another Oil Crisis Pushes Telcos to Renewable Energy
出版日期: | 出版商: MTN Consulting, LLC | 英文 9 Pages | 订单完成后即时交付

价格

随着美国在中东的新战争推高油价，土耳其电信（Turkcell）、Tele2和DT等通讯业者正受惠于其在可再生能源领域的长期投资。同时，Charter、MTN集​​团和STC等发展落后的公司则面临额外的成本和更大的风险。

本报告检验了伊朗战争引发的能源危机对通讯业者的影响。报告指出了那些高度依赖石化燃料、最易受衝击的通讯业者，并揭示了那些透过先进的可再生能源倡议，最能应对市场波动的公司。

截至2025年底，MTN顾问公司报告称，到2024年，可再生能源将占全球通讯业者能源消耗的23%。这比2019年的10%有所增长，但该行业仍需付出更大努力才能实现碳中和。为了在整个产业内实现23%的比例，许多通讯业者已在可再生能源领域进行了大量投资。可再生能源采用率排名前十的公司皆为欧洲公司（包括土耳其）：Turkcell、Tele2、Telia、DT、KPN、Swisscom、A1 Telkom Austria、Telefonica、Telecom Italia和Liberty Global。这些领导企业在能源决策方面具有长远眼光，充分考虑了气候变迁、永续性和能源独立等议题。因此，即使在当前能源价格快速波动的情况下，这些公司也受益于他们的远见卓识。

提及的组织：

  • A1 Telekom Austria
  • Charter Communications
  • Comcast
  • Deutsche Telekom
  • Etisalat
  • Grupo Televisa
  • KPN
  • Liberty Global
  • Lumen Technologies
  • Millicom
  • MTN Group
  • Ooredoo
  • PLDT
  • Quebecor Telecommunications
  • Rostelecom
  • STC (Saudi Telecom)
  • Swisscom
  • Tele2 AB
  • Telecom Italia
  • Telefonica
  • Telenor
  • Telia
  • Turk Telekom
  • Turkcell
  • Veon
  • Vodafone
  • Windstream
  • Zain

目录

第一章概要

第二章 对供应商的影响

第三章：因应危机－欧洲最环保的电信业者

第四章：原油价格飙升提醒全世界，世界对碳排放的依赖程度过高。

第五章：通讯业者比超大规模资料中心业者。

第六章：许多欧洲电信业者正在为危机做准备。

第七章：许多其他电信业者反应迟缓。

第八章结论

第九章附录

Product Code: TES-02042026-1

As America's latest Middle East war spikes oil prices, telcos like Turkcell, Tele2 and DT benefit from earlier investments in renewables; laggards like Charter, MTN Group, and STC face added costs and more risk.

This report examines how the energy crisis triggered by the invasion of Iran impacts telecom operators. It identifies the telcos most vulnerable due to heavy fossil fuel reliance and highlights those best prepared to navigate market volatility through advanced renewable commitments.

In late 2025, MTN Consulting reported that renewables accounted for 23% of global telco energy consumption in 2024. While this is up from 10% in 2019, the industry requires a significantly deeper commitment to reach carbon neutrality. To achieve that 23% industry-wide ratio, though, quite a lot of telcos had made big investments in renewable energy. The top 10 by renewable adoption were all in Europe (including Turkey): Turkcell, Tele2, Telia, DT, KPN, Swisscom, A1 Telkom Austria, Telefonica, Telecom Italia, Liberty Global. These leaders made energy decisions with the long term in mind: both out of a concern for climate change and sustainability, and for energy independence. Now they will benefit from this foresight, even as some of their rivals face wild price swings in key energy inputs.

Our study also identifies "laggards," or telcos with high exposure to carbon-based price volatility (primarily diesel). We define laggards as telcos where electricity makes up less than 90% of total energy use - leaving a relatively high share for diesel and other direct energy sources - and renewables account for less than 10%. This group includes Charter Communications, Comcast, Etisalat, Grupo Televisa, Lumen Technologies, Millicom, MTN Group, Ooredoo, PLDT, Rostelecom, STC, Turk Telekom, Veon, and Zain. These operators must proactively revamp their green energy strategies to mitigate financial risk. Vendors can benefit from their transitions.

Organizations mentioned:

  • A1 Telekom Austria
  • Charter Communications
  • Comcast
  • Deutsche Telekom
  • Etisalat
  • Grupo Televisa
  • KPN
  • Liberty Global
  • Lumen Technologies
  • Millicom
  • MTN Group
  • Ooredoo
  • PLDT
  • Quebecor Telecommunications
  • Rostelecom
  • STC (Saudi Telecom)
  • Swisscom
  • Tele2 AB
  • Telecom Italia
  • Telefonica
  • Telenor
  • Telia
  • Turk Telekom
  • Turkcell
  • Veon
  • Vodafone
  • Windstream
  • Zain

Table of Contents

1. Summary

2. Vendor takeaways

3. Greenest telcos in Europe positioned well for crisis

4. Oil price reminds world of follies of over-reliance on carbon

5. Telcos are bigger polluters than hyperscalers

6. Many telcos in Europe are ready for the storm

7. Many other telcos are behind the times

8. Conclusion

9. Appendix

List of Figures and Tables

  • Figure 1: Price of Brent crude oil per barrel in last 3 months (US$)
  • Figure 2: Hyperscale v. Telco, 2024: GHG emissions, millions of metric tons of CO2e
  • Figure 3: Telcos with highest rates of renewable energy adoption in 2024, vs. global average
  • Figure 4: Energy intensity for 14 lagging telcos on green energy metrics*
  • Table 1: Green leaders - how they keep green energy adoption rates high
  • Table 2: Green laggards - how they can cope with the crisis