市場調查報告書
商品編碼
1426511
歐洲電力的長期敏感度商品價格變動的影響Europe Power Long-term Sensitivity: Impacts of Commodity Price Variability |
近年來,大宗商品價格波動(尤其是天然氣)對歐洲電力市場動態和價格形成產生了重大影響。這裡提出的敏感度分析量化了到 2050 年商品價格變動對15歐洲電力市場的影響。雖然產能和需求的基本市場背景與我們 2023 年 11 月的基本情境展望相比保持不變,但本報告更新了基本情境商品價格假設,以反映近期的重大變化。對於這個 "燃料調整" 基本情境展望,本報告增加了對 2050 年大宗商品價格波動的敏感度。
Commodity price volatility - gas in particular - has been a major influence on European power market dynamics and price formation in recent years. The sensitivity analysis presented here quantifies the impact of commodity price variations in 15 European power markets to 2050. The underlying market background presented for capacity & demand is unchanged from the November 2023 base case outlook, while we have updated the base case commodity price assumptions to reflect significant short-term changes. This 'fuel-adjusted' base case outlook is then supplemented with high and low commodity price sensitivities to 2050.