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電價短期面臨下行壓力：東南部電力與再生能源短期展望（2023年10月）
市場調查報告書
商品編碼
1373210

電價短期面臨下行壓力：東南部電力與再生能源短期展望（2023年10月）

Power Prices Face Downward Pressure in the Short Term: Southeast Power and Renewables October 2023 Short-Term Outlook
出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2個工作天內

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簡介目錄

報告概要

在經歷了2023 年的緩慢開局之後，夏季的酷熱終於帶來了一些波動（沒有像2022 年那樣強勁的天然氣價格），但這在ERCOT 中最為明顯。因此，遠期曲線有更多或更多的波動。大多數市場對天然氣價格的追蹤較少，除了 ERCOT 之外，ERCOT 使未來電價保持急劇攀升，而天然氣價格方面幾乎沒有變動。總體而言，預計即將出現廉價天然氣價格，隨著可再生能源發電量的不斷增長（未來五年太陽能和風能發電量將超過60 吉瓦），目前大多數市場的價格預期將接近2021 年，而不是2022 年和2023 年的煙火。

簡介目錄
Product Code: 150173662

Report Summary:

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.