景氣復甦:歐洲公共事業投資的財務

Economic Recovery: Financing Utilities Investments

出版商	Datamonitor
出版日期	2011年09月	商品編碼	222842
內容資訊	英文
價格	US $ 2900 PDF by E-mail (Single user license)

簡介
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景氣復甦:歐洲公共事業投資的財務 是由出版商Datamonitor在2011年09月所出版的。這份英文市場調查報告書價格從美金2900起跳。

簡介

針對一般預計2030年將擴大20%的電力需求，歐洲共同體（EU）各加盟國必須從財務上擁有能維持新增300千兆瓦特這相當龐大的發電力，整體產業鍊都需要龐大的投資。再者，由於法律要件及策略性多樣化的機運，歐洲主要公共設施（電力及其他公共能源）企業從急進的能源市場環境，要實現傳統型發電加上低碳排放量發電力都要達到過去最高水準，其資金調度已捉襟見肘。

本報告提供這種情勢下眾人關注的歐洲公共設施財務情況，其現況及短期、長期的未來預測、不景氣為電力需求所帶來的影響、能源基礎設備投資的方向性、考察市場、企業、投資機構間的趨勢、資金來源的同時，更彙整可再生能源及綠色煤碳、液化天然氣等新動力源，以及包含核能的傳統發電方式其財務展望相關最新調查資訊，為您概述為以下內容。

概要

發展因素
摘要

歐洲的電力及投資環境

歐洲的電力市場環境
技術上的多樣性
地理多樣性
歐洲的電力投資環境
2010年目前構圖
2011年的能源投資
借款趨勢
出資趨勢
法規趨勢

主要的收購交易分析與未來發展預測

最近的收購交易和促進因素
2011年以後的交易

分析歐洲主要電力企業的投資策略

歐洲的主要電力企業
對再生能源的投資
對上游石油天然氣部門的投資
對核能的投資
總體的展望
通過主要各市場的現狀
日本
法國
德國
短期，中期，長期的機會概況

2020年的能源資產投資預測

2020年的歐洲電力資產環境

附錄

圖表

Driven by legislative requirements and strategic diversification opportunities, Europe's leading utilities must finance conventional forms of power generation as well as record levels of low-carbon power generation in a rapidly evolving energy market environment.Analysis of key recent deals and outlookReview of the investment strategies of main European power utilitiesEnergy asset investment projections for 2020The economic downturn has had a dampening effect on power demand, due largely to lower industrial activity. It also took its toll on energy infrastructure investment initiatives, particularly in renewable energy, as risk-averse investors retreated to safe havens.Markets and energy companies acting on their own are unlikely to deliver the necessary technological breakthroughs as a result of delays in obtaining the necessary environmental and construction permits, an issue compounded by difficult access to finance and lack of adequate risk-mitigating instruments.Investors have expressed strong concerns about the scale and diversity of funds needed, the recent and potentially protracted contraction of capital markets, and new legislation that would reduce banks' ability to lend. They have also called for more transparent and stable policy making that addresses limitations on both supply and demand sides.How are European utility capex programs likely to evolve in the next three or four years?Where will energy investments come from? What is the scale and diversity of the funds needed?What does the investment outlook look like for renewable power, clean coal, liquid natural gas, and large-scale energy efficiency?What about conventional forms of power generation and nuclear?

Table: German nuclear plant lifetime extensions and associated voluntary payments
Table: M ajor nuclear steam supply system providers
Table: Comparative full-time equivalent employee assessment per GW of installed power generating capacity (estimated)
Table: Peak construction craft labor requirements
Table: Peak onsite labor requirements
Table: Summary of opportunities for suppliers to the generation III+ nuclear industry

FIGURES

Figure: European power supply (TWh) 2010-20f
Figure: European power demand (TWh), 2010-20f
Figure: European power supply and demand (TWh), 2010-20f
Figure: European power generation mix, 2010
Figure: European power supply from renewable sources excluding hydropower (TWh), 2010-20f
Figure: European power generation mix, 2020f
Figure: Evolution of wind turbine rotor sizes (m) and capacity over time
Figure: US Henry Hub spot prices, 2008-11 (year to date)
Figure: Historic and anticipated onshore wind new-build in the US, 2007-14e
Figure: Announced power purchase agreements for US wind projects, 2008-12e
Figure: Traditional developer and investor risk profile
Figure: The declining costs of wind and solar power assets
Figure: Spot price of solar-grade silicon, 2000-April 2011
Figure: Cost of debt (%), 2005-11
Figure: W ind farm proposals currently awaiting permission in the UK
Figure: Renewable energy global stimuli funding, 2009-13e
Figure: Global subsidies for renewable energy and fossil fuels
Figure: NEX vs MSCI vs AMEX vs NYMEX indices, January 2006-January 2011
Figure: Selected utility capital expenditure (€m), 2009
Figure: Global investment in renewable energy plants by technology type ($bn)
Figure: Governments have used capacity caps, moratoriums, and tariff cuts to restrict growth
Figure: Utility-scale solar asset finance volumes
Figure: Global investment levels across sectors ($m), 2010
Figure: Drivers of financial deals in the utilities sector
Figure: Horizontal integration trends of utility renewable assets
Figure: Barriers to financial deals in the utilities sector
Figure: Main European power utilities at a glance, 2009-10
Figure: Estimated global capex of major European power utilities (2011-15f)
Figure: Key projects by main power utilities in Europe
Figure: Estimated global renewables capex of major European power utilities (€bn), 2011-15f
Figure: RWE Dea's activities: upstream oil and gas, 2010
Figure: E.ON Ruhrgas: E&P position, 2010
Figure: E.ON: global drilling activities, 2005-09
Figure: The nuclear positions of major European power utilities, 2009
Figure: Nuclear projects planned and currently under construction in Europe
Figure: Nuclear power output and share of total power supply by country, 2010
Figure: German nuclear power phase-out schedule
Figure: Forecasted nuclear power output and share of total power supply by country, 2020f
Figure: Power generation forecast in France, 2008-30f
Figure: Graphic representation of Areva's carbon-free power generation services
Figure: Graphic representation of Areva's presence in the world, 2011
Figure: German nuclear plant safety records based on the International Nuclear Event Scale
Figure: Electricity generation in Germany by fuel type, 1991-2009
Figure: Proportion of total power generation projects currently under construction, by European region
Figure: Proportion of projects currently under construction in Europe, by type
Figure: Largest markets for projects planned and projects currently under construction
Figure: Projects currently under construction in Europe, by country and type (MW)
Figure: Projects planned in Europe, by country and type (MW), 2011-20f

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景氣復甦:歐洲公共事業投資的財務

Economic Recovery: Financing Utilities Investments

簡介