POWER ON:歐洲的電力及再生能源部門的最新亮點(2025年10月)

報告摘要

POWER ON 每兩個月發布一次，總結電力和再生能源 (P&R) 領域的最新市場趨勢和見解。本期我們將聚焦歐洲，提供 Wood Mackenzie 的研究洞見以及更深入分析的連結。

• 1. 德國最新的能源政策監控報告重申了在 2030 年實現 80% 再生能源的目標。
• 2. 法國最新的離岸風電招標結果喜憂參半，一個開發商財團拿下了一個項目，而另一個項目則因選址要求苛刻而退出。
• 3. 羅馬尼亞近期的可再生能源拍賣中，太陽能和風能合約數量充足，這加速了各技術市場的發展目標，顯示了該地區開發商的熱情。

Report Summary:

Power On is a bi-monthly summary of the latest market developments and insights across the Power and Renewables (P&R) sector. This edition focuses on Europe, exploring Wood Mackenzie's research insights and providing links to our more detailed analysis.

• 1) Germany's latest energy policy monitoring report reaffirms its 80% renewables target by 2030, while revising capacity targets downward in response to weaker-than-expected demand projections.

• 2) France's latest offshore wind tender delivered mixed outcomes, with a developer consortium securing one site while another location failed to attract bids amid challenging site conditions.

• 3) Romania's recent renewables auction successfully contracted sufficient solar and wind capacity to position the market ahead of its technology-specific deployment targets, signaling strong developer appetite in the region.