Europe Power Report Q4 2017
|出版日期||內容資訊||英文 52 Pages
本報告提供歐洲的電力產業調查分析，以今後10年預測為焦點，提供產業分析，各地區的預測分析，產業風險/利潤指數 (RRI) 、產業趨勢等系統性資訊。
BMI View: This quarter we highlight our deteriorating outlook for the US nuclear sector as a key theme, with high technology costs, competition from alternative sources of power and weak power demand hitting the sector. In Turkey, natural gas has also taken a hit, as power mix diversification efforts have picked up steam as the government aims to curb the reliance on imported gas feedstock. Finally, renewable energy is picking up in Spain after years of stagnation following two large-scale capacity auctions held in 2017, but we maintain a cautious long-term outlook due to limited visibility into plans for future auctions.
We have downgraded our nuclear power capacity and generation growth outlook in the United States this quarter - following the cancellation of the Summer 2 and 3 nuclear reactors and the continued uncertainty over the continued constriction of the Vogtle 3 and 4 reactors. This downward revision is in line with our long-held view that the sector would be put under increasing pressure due to high costs, weak growth in US power demand and a growing supply from cheaper natural gas and non-hydropower renewable energy.