Europe Power Report Q3 2017
|出版日期||內容資訊||英文 60 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:We believe electricity trading regulation will become increasingly important in Western Europe over the coming years as governments look to bolster interconnectivity and prevent the grid-bottlenecks. In France, the scope for nuclear closures will remain limited as a substantial ramp-up in renewables and gas would be required, while political appetite for the policy will also remain muted due to the adverse impact of unexpected nuclear closures over 2016/17. Finally, President Trump's energy-focused executive order will not alter the direction of the US power industry and we maintain that market forces - such as the price of natural gas and green technologies - will be a bigger determinant of the future power mix than federal regulations.
We highlight the touted split of the Germany-Austria electricity bidding zone as an important topic in Western European power market - as it represents some of the structural imbalances that must be addressed to facilitate greater European interconnectivity. Austria's unrestricted access to cheap German electricity contributes to electricity flows from north Germany to the south. This adds to grid bottleneck issues, including the steep costs of easing north-south grid congestion in Germany and involuntary electricity flows of power into the Czech Republic and Poland. A bidding zone split can mitigate such problems and is the main reason a split is advocated by the German system operator BundesnetzAgentur.