企業電力與再生能源概述
市場調查報告書
商品編碼
1416823

企業電力與再生能源概述

Corporate Power and Renewables in Brief

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

價格
簡介目錄

報告概述

這項研究提供了電力和再生能源領域的最新資訊。該報告不斷更新,包括我們對影響電力和再生能源產業的事件的分析和觀點。涵蓋離岸風電、陸域再生能源、氫能等新能源。 這些資訊的來源包括公司新聞稿、行業活動、新聞報導以及我們自己的研究演示和報告。

目錄

  • Orsted 退出美國承購協議
  • BP終止美國離岸風電合作夥伴關係
  • TotalEnergies 擴大美國商業離岸風電投資組合
  • EDF稱英國核電成本飆升
  • Eni集團旗下 Plenitude 加入西班牙離岸風電企業
  • TotalEnergies 擴大歐洲離岸風力發電和電池儲存業務
  • EIP 收購Eni公司 Plenitude
  • TotalEnergies 將 Seagreen 離岸風電場股份出售給 PTTEP
  • RWE 從 Vattenfall 購買 4.2GW 英國離岸風電開發組合
  • Orsted 獲得英國大型離岸風電場的最終投資決定
  • EDF和TotalEnergies瞄準莫三比克水力發電
  • RWE成功打造亞洲首個離岸風力發電廠
  • BP 完全擁有 Lightsource BP
  • Vattenfall 聚焦能源轉型的前景
  • RWE 在 CMD 2023 中取得進展
  • Enel 宣布精簡三年計劃
  • 英國離岸風電CFD價格上漲66%。誰來競標AR6?
  • RWE和SSE成績良好
  • TotalEnergies 收購德州 150 萬千瓦的彈性發電能力
  • ENGIE 和 Enel 報告 2023 年第三季業績強勁
  • EDP□□上調全年利潤預期,維持再生能源專案獲利能力
  • Orsted 第三季業績包括 40 億美元減損
  • Iberdrola 和 Vattenfall 2023 年第三季業績
  • TotalEnergies 加強德國綜合電力業務
  • TotalEnergies、RWE 和 CIP 贏得美國離岸風電項目訂單
  • Orsted farms - Gode Wind 3 離岸風電場減少 50%
  • SSE 和 TotalEnergies 完成了蘇格蘭最大的離岸風電場
  • Equinor 新創公司,世界上最大的離岸風電場
  • Orsted股價因資產貶值警告而暴跌
  • Engie收購Broad Reach Power以擴大美國電池儲存業務
  • 2023 年上半年離岸風電 Orsted 和 RWE 收入成長
  • EDF Renewables 確保在美國供應 7GW 太陽能光電模組
  • 歐洲公用事業表現穩定且復甦
  • Orsted 出售 630MW 倫敦陣列的剩餘股份
  • Equinor 收購巴西再生能源資產
  • Vattenfall停止進一步開發英國大型離岸風電計畫
  • Vattenfall 和 SSE 報告再生能源發電疲軟
  • INPEX 以 Enel Green Power 合約進入澳洲再生能源領域
  • 大型石油公司在最新的德國 7GW 離岸風電招標中大獲全勝
  • Orsted 的 Ocean's Ocean Winds I 增加的稅收抵免是否足以滿足 FID 的要求?
  • Shell縮小重點,縮減雄心
  • Orsted 交付 CMD 2023,重點在於活躍的離岸風電
  • 獲利飆升上交所上調成長目標
  • RWE 和 ENGIE 為 2023 年開了個好頭
  • 水力發電回收改善 EDP
  • Orsted 報告 2023 年開局強勁
  • Vattenfall 報告恢復穩定
  • 由於價格上漲,EDF銷量增加
  • 由於再生能源和水力發電的正常化,伊比德羅拉第一季表現良好
  • EDF與CEIC規劃中國能源島
  • Iberdrola 同意以 60 億美元出售墨西哥 CCGT
  • RWE 公佈 2022 年業績
  • Orsted 擴大愛爾蘭太陽能投資組合
  • EDP□□將再生能源成長置於最新策略的中心
  • BP宣布西班牙綠色氫能項目計劃
  • EDF因創紀錄虧損而暴跌
  • BP 策略更新 – 從轉型中恢復
  • PETRONAS計畫將澳洲太陽能納入再生能源投資組合
  • TotalEnergies 出售法國再生能源資產
  • Orsted的2022年初步計畫包括對美國離岸風電計畫的重大減值
  • Orsted 將其在美國 Ocean Wind 1 的股份增至 100%
  • Orsted 選擇 FID 實施迄今為止最大的太陽能發電項目
  • Equinor 與 RWE 建立氫能合作夥伴關係
  • Orsted 獲得瑞典電子甲醇 power-to-x 計畫的最終投資決定
  • Repso收購 Asterion Energies,新增 7.7GW 再生能源產能
  • Shell得標開發第四個荷蘭離岸風電項目
  • 歐洲公司主導美國浮動離岸風電租賃拍賣
  • Eni加強義大利再生能源投資組合
  • Enel 加強策略與財務重點
  • SSE利潤飆漲;堅持策略但面臨英國暴利稅
  • Iberdrola 的 CMD 2022 將重點轉向受監管資產
  • 傳統資產帶動第三季營收強勁成長
  • Equinor 收購 BeGreen 擴大歐洲太陽能發電業務
  • Orsted 和 CIP 在丹麥簽署強大的離岸風電合作夥伴關係
  • TotalEnergies 大力發展巴西再生能源
  • Orsted 決定不在最新的台灣拍賣會中競標
  • 美國收購對RWE意義重大
  • Chevron簽署地熱合作協議
  • Eni集團 Plenitude 建立新合作夥伴關係,開發太陽能和風電項目
  • Orsted上調2022年展望,但離岸風電預期下降
  • 離岸風電的現金利潤率比上游風電高 25%
  • Equinor 為美國低碳業務增加電池存儲
  • Shell獲得荷蘭氫一號計畫的FID
  • Eni的 VargrOnn 收購 Dogger Bank,擴大業務範圍和野心
  • Equinor 和 SSE 收購 Triton Power,增強英國氫能雄心
  • Eni推遲 Plenitude IPO
  • BP 收購亞洲再生能源中心 40.5% 營運權益
  • TotalEnergies 與Adani在印度推出新的氫能計劃
  • Repsol釋放再生能源業務的 "see through value"
  • TotalEnergies 收購美國有史以來最大的再生能源公司
  • TotalEnergies 擴大美國離岸風電投資組合
  • Shell斥資15.5億美元收購再生能源
  • 離岸風電:歐洲主要公司
  • Euro Majors簽署新的海上浮動風電合作夥伴關係
  • 美國離岸風電租賃銷售出價創歷史新高
  • TotalEnergies 拓展美國再生能源業務
  • Orsted 2021 年獲利符合預期,但離岸風電業務舉步維艱
  • Euro Majors加強英國風電投資組合
簡介目錄
Product Code: 150090730

Report Summary:

The Corporate Power and Renewables in Brief report highlights the latest need-to-know events from the corporate power and renewables sector. It is a rolling document, continuously updated with our analysis and opinion on events impacting the sector. Coverage includes offshore wind, onshore renewables, hydrogen and other new energies. Sources for the news stories include company press releases, industry events, press coverage, and our own research presentations and reports. Please bookmark this document as it will be republished continuously.

Table of contents

  • Ørsted withdraws from another US offtake agreement
  • Equinor and BP end US offshore wind partnership
  • TotalEnergies boosts its US commercial offshore wind portfolio
  • EDF'sUK nuclear costs mushroom
  • Eni's Plenitude joins Spanish offshore wind venture
  • TotalEnergies expands its European offshore wind and battery storage businesses
  • EIP buys into Eni's Plenitude
  • TotalEnergies sells-down stake in Seagreen offshore wind farm to PTTEP
  • RWE buys 4.2 GW UK offshore wind development portfolio from Vattenfall
  • Ørsted takes FID on giant UK offshore wind farm
  • EDF and TotalEnergies target hydropower in Mozambique
  • First offshore wind success in Asia for RWE
  • BP takes full ownership of Lightsource BP
  • Vattenfall spotlights energy transition prospects
  • RWE powers forward at CMD 2023
  • Enel unveils leaner three-year plan
  • UK offshore wind CfD price up 66%. Who might bid in AR6?
  • RWE and SSE report strong earnings
  • TotalEnergies acquires 1.5 GW of flexible power generation capacity in Texas
  • ENGIE and Enel report strong Q3 2023 results
  • EDP upgrades full-year profit guidance, maintains renewable project returns
  • Ørsted Q3 results include a US$4 billion impairment
  • Iberdrola and Vattenfall Q3 2023 results
  • TotalEnergies strengthens its integrated power business in Germany
  • TotalEnergies, RWE and CIP awarded offtake for US offshore wind projects
  • Ørsted farms-down 50% of Gode Wind 3 offshore wind farm
  • SSE and TotalEnergies complete Scotland's largest offshore wind farm
  • Equinor starts-up world's largest offshore wind farm
  • Ørsted shares slump on asset write-down warning
  • Engie acquires Broad Reach Power, expands in US battery storage
  • Offshore wind earnings increase for Ørsted and RWE in H1 2023
  • EDF Renewables locks-in 7 GW solar PV module supply in US
  • European utilities results rebound on return to stability
  • Ørsted divests remaining stake in 630 MW London Array
  • Equinor buys renewable assets in Brazil
  • Vattenfall stops further development of major UK offshore wind project
  • Vattenfall and SSE report weak renewables power generation
  • INPEX enters Australia renewables sector with Enel Green Power deal
  • Big Oil wins big in latest German 7 GW offshore wind tender
  • Is tax credit boost for Ørsted's Ocean Winds I enough for FID?
  • Shell narrows focus, shrinks ambition
  • Ørsted delivers buoyant offshore wind focussed CMD 2023
  • SSE sees profits surge, upgrades growth targets
  • RWE and ENGIE make impressive start to 2023
  • Hydro recovery boosts EDP
  • Ørsted reports good start to 2023
  • Vattenfall reports return to stability
  • EDF sales rise on higher prices
  • Strong Q1 for Iberdrola as renewables and hydro normalise
  • EDF and CEIC plan China energy island
  • Iberdrola agrees to sell CCGTs in Mexico for US$6 billion
  • RWE posts impressive FY 2022 results
  • Ørsted expands its Irish solar portfolio
  • EDP puts renewables growth at heart of updated strategy
  • BP announces plan for green hydrogen project in Spain
  • EDF slumps to record loss
  • BP strategy update – leaning back from transition
  • PETRONAS set to add Australian solar to renewables portfolio
  • TotalEnergies flips French renewable power assets
  • Ørsted 2022 prelims include material impairment on US offshore wind project
  • Ørsted ups its stake in Ocean Wind 1 in the US to 100%
  • Ørsted takes FID on its largest solar project to date
  • Equinor and RWE form hydrogen partnership
  • Ørsted takes FID on Swedish e-methanol power-to-x project
  • Repsol acquires Asterion Energies to add 7.7 GW of renewables capacity
  • Shell wins tender to develop fourth Netherlands offshore wind project
  • Europeans dominate US floating offshore wind lease auction
  • Eni boosts Italian renewables portfolio
  • Enel sharpens strategic and financial focus
  • SSE profits surge, sticks to strategy, faces UK windfall tax
  • Iberdrola's CMD 2022 shifts emphasis towards regulated assets
  • Ørsted Q3 earnings buoyed by conventional assets
  • Equinor expands in European solar with BeGreen acquisition
  • Ørsted and CIP form powerhouse offshore wind partnership in Denmark
  • TotalEnergies goes big on Brazilian renewables
  • Ørsted decides not to bid in latest Taiwan auction
  • US acquisition a big deal for RWE
  • Chevron signs geothermal collaboration agreement
  • Eni's Plenitude enters new partnership to develop solar and wind projects
  • Ørsted raises FY 2022 guidance but expectations for offshore wind fall
  • Offshore wind will deliver 25% higher cash margins than upstream
  • Equinor adds battery storage to US low-carbon offering
  • Shell takes FID on Holland Hydrogen I
  • Eni's Vårgrønn gets Dogger Bank, expands scope and ambition
  • Equinor and SSE acquire Triton Power, stepping up UK hydrogen ambitions
  • Eni postpones Plenitude IPO
  • BP takes 40.5% operated stake in the Asian Renewable Energy Hub
  • TotalEnergies initiates new Indian hydrogen drive with Adani
  • Repsol unlocks see through value for its renewables business
  • TotalEnergies makes its largest US renewables acquisition to date
  • TotalEnergies expands US Offshore wind portfolio
  • Shell makes US$1.55 billion renewables acquisition
  • Offshore wind: Europe's leading companies
  • Euro Majors form new offshore floating wind partnerships
  • Record bids in US offshore wind lease sale
  • TotalEnergies adds to its US renewables business
  • Ørsted delivers 2021 earnings in line with guidance but offshore wind struggles
  • Euro Majors boost UK wind portfolios

Tables and charts

This report includes 21 images and tables including:

  • NOC strategic positioning in wind and solar
  • RWE Capital Markets Day 2023 - accelerated plan
  • Offshore wind projects with permits in place today
  • RWE core adjusted EBITDA 9M 2023 vs 9M 2022
  • RWE H1 2023 core adjusted EBITDA
  • Ørsted H1 2023 EBITDA excluding new partnerships
  • Ørsted funding programme 2023-30
  • Ørsted's 2023-2030 capex plan
  • FY 2022 vs 2021
  • Financial outlook for 2023
  • Equinor and RWE form hydrogen partnership
  • Renewables installed capacity outlook CMD 2022 vs CMD 2020
  • Networks asset base outlook CMD 2022 vs CMD 2020
  • Breakdown of RWE's total installed capacity:
  • Breakdown of RWE's renewables installed capacity:
  • FY 2022 guidance change: breakdown
  • Weighted average operating cash margin (real), pre-production assets, 2025-2040:
  • Low carbon hydrogen; projected gross output, based on proposed, identified projects
  • TotalEnergies' 2050 vision for production and sales
  • Net renewable power capacity
  • Renewables portfolios