查看購物車
  • English
  • Japanese
封面
市場調查報告書
商品編碼
2018971

新一輪石油危機：推動通訊業者轉向可再生能源

Another Oil Crisis Pushes Telcos to Renewable Energy
出版日期: | 出版商: MTN Consulting, LLC | 英文 9 Pages | 訂單完成後即時交付

價格

隨著美國在中東的新戰爭推高油價，土耳其電信（Turkcell）、Tele2和DT等通訊業者正受惠於其在可再生能源領域的長期投資。同時，Charter、MTN集​​團和STC等發展落後的公司則面臨額外的成本和更大的風險。

本報告檢驗了伊朗戰爭引發的能源危機對通訊業者的影響。報告指出了那些高度依賴石化燃料、最易受衝擊的通訊業者，並揭示了那些透過先進的可再生能源舉措，最能應對市場波動的公司。

截至2025年底，MTN顧問公司報告稱，到2024年，可再生能源將佔全球通訊業者能源消耗的23%。這比2019年的10%有所成長，但該行業仍需付出更大努力才能實現碳中和。為了在整個產業內實現23%的比例，許多通訊業者已在可再生能源領域進行了大量投資。可再生能源採用率排名前十的公司皆為歐洲公司（包括土耳其）：Turkcell、Tele2、Telia、DT、KPN、Swisscom、A1 Telkom Austria、Telefonica、Telecom Italia和Liberty Global。這些領導企業在能源決策方面具有長遠眼光，充分考慮了氣候變遷、永續性和能源獨立等議題。因此，即使在當前能源價格快速波動的情況下，這些公司也受益於他們的遠見卓識。

提及的組織：

  • 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

目錄

第1章概要

第2章 對供應商的影響

第3章：因應危機－歐洲最環保的電信業者

第4章：原油價格飆升提醒全世界，世界對碳排放的依賴程度過高。

第5章：通訊業者比超大規模資料中心業者。

第6章：許多歐洲電信業者正在為危機做準備。

第7章：許多其他電信業者反應遲緩。

第8章結論

第9章附錄

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