|
市場調查報告書
歐洲的公共事業市場上企業與市場趨勢:2012年
Utilities Trends to Watch 2012 - Companies and Markets
| 出版商 |
Datamonitor |
| 出版日期 |
2011年12月 |
商品編碼 |
229277 |
| 內容資訊 |
英文 Pages: 34 |
| 價格 |
|
|
歐洲的公共事業市場上企業與市場趨勢:2012年 是由出版商Datamonitor在2011年12月所出版的。
這份英文市場調查報告書包含Pages: 34 價格從美金1295起跳。
一般預計2012年歐洲能源市場上的許多重要進展將會影響公共企業。公共企業必要要能積極因應嚴苛的經濟狀況，嚴格地減少二氧化碳的排放，並遵行能源效率及保護消費者的法規。
本報告提供2012年歐洲的能源公共事業市場上企業趨勢，市場趨勢調查分析，彙整企業策略的構築，主要的機會等資料，為您概述為以下內容。
第1章 概要
第2章 歐洲的主要公共企業的策略:2012年
- E.ON
- GDF Suez
- EDF
- Enel
- Endesa
- Centrica
- Iberdrola
- SSE
- RWE
- Vattenfall
- Gazprom
- Dong
第3章 歐洲的公共企業投資趨勢:2012年
- 再生技術、綠色科技的投資趨勢
- 沒有和2011年度一樣的投資步調的保証
- 發電資產的投資預測
- 短期性由天然氣發電容量的投資所壟斷
第4章 歐洲的能源市場上價格設定預測與推動市場要素:2012年
- 碳市場
- 碳價格
- 天然氣價格和電力價格
- 2011年的天然氣價格上升，但預計2012年將減少
- 電力價格
第5章 結論
- 2012年歐洲公共企業應強化其核心並探索歐洲以外的成長機
- 歐元圈的分裂是歐洲公共企業的主要課題
- 企業與市場趨勢L2012年摘要
-
附錄
Description
INTRODUCTION
A number of key developments in the European energy landscape will affect utilities in 2012. Utilities will need to proactively adjust for the impact of poor economic conditions, and adapt to tougher rules on decarbonization, energy efficiency, and consumer protection.
FEATURES AND BENEFITS
- By assessing the impact of renewables funding and the impact on the management of energy grids, you will be able to spot investment opportunities.
- European utilities face an unforgiving economic climate in 2012, and operations will be dominated by defensive strategies.
HIGHLIGHTS
- With insight into how key developments in the European energy utility landscape will affect your business in 2012, you will be able to proactively adjust for the impact of the recession on end-user energy demand. This key market trends report looks at what the major opportunities will be in 2012 to help you plan your strategy to profit from them.
YOUR KEY QUESTIONS ANSWERED
- Provides a comprehensive view of trends emerging in the European market to help with business and strategy planning.
- Analyzes the impact of the region's key developments and what strategies companies should adopt as a consequence.
TOC
OVERVIEW
- Catalyst
- Summary
- Methodology
2012 STRATEGIES FOR KEY EUROPEAN UTILITIES
- Assessment of European utility strategies for 2012: E.ON
- E.ON is expected to focus its investments on renewable and conventional non-regulated assets
- Job cuts across Europe will be an inevitable part of E.ON's efforts to streamline its business
- Having placed the industry's largest deal, E.ON is likely to continue with its outsourcing strategy
- Assessment of European utility strategies for 2012: GDF Suez
- GDF Suez's merger with International Power is now complete
- GDF Suez reported higher Q3 earnings, but faces difficulties with regulated gas tariffs in France
- As Belgium agrees on conditional nuclear exit plans, GDF Suez will need to reconsider its nuclear strategy
- Consequently, GDF Suez is also pursuing new avenues for business growth
- Assessment of European utility strategies for 2012: EDF
- Similar to other suppliers, EDF is questioning what kind of corporate strategy it should pursue
- The UK remains one of EDF's most important foreign markets
- Irrespective of its foreign adventures, EDF continues to rely on its home market but looks for diversification
- Assessment of European utility strategies for 2012: Enel
- Enel remains a major vertically integrated European player with a strong renewables portfolio
- Enel plans to increase its investment in Russia
- Enel's renewable energy subsidiary is growing strongly on the back of European investment
- Assessment of European utility strategies for 2012: Endesa
- As Endesa's asset sales are slowing down its profits are falling
- Endesa and Enel are pushing their roles as front-runners in remote management metering installation
- At the same time, Endesa is keeping its options open on potential new nuclear power projects
- Assessment of European utility strategies for 2012: Centrica
- Like all UK suppliers, Centrica has struggled with rising commodity prices and inevitable tariff increases
- Gas fields have become risky assets as the UK government has increased tax, but storage remains a promising area
- Centrica Storage has launched a new I Store product to add to customers' flexibility
- Assessment of European utility strategies for 2012: Iberdrola
- Iberdrola's capex plans highlight its strategy of geographic and market diversification
- Iberdrola no longer wants to consider a potential merger with RWE and has ended its alliance with Gamesa
- With more than 8,000MW of installed renewable capacity in Europe, Iberdrola is setting the benchmark
- Assessment of European utility strategies for 2012: SSE
- SSE has retracted its ambitions of becoming a nuclear power generator for the UK
- SSE is trying to counter political rhetoric on breaking up the electricity market
- Assessment of European utility strategies for 2012: RWE
- RWE is under pressure to rethink its strategy, in order to counteract its dependence on nuclear power and Gazprom
- 2012 will determine RWE's ability to successfully adjust to a challenging business environment
- In a similar vein, there are question marks over RWE npower's involvement in the UK nuclear program
- RWE has aborted its wave power project but is banking on a growing biomass market
- Assessment of European utility strategies for 2012: Vattenfall
- Vattenfall's capex plans suggest a period of consolidation and concentration on its core markets
- Vattenfall's Q3 profit decreased, but it is keen to speed-up its efficiency and renewable energy focus
- Assessment of European utility strategies for 2012: Gazprom
- Gazprom is working on feasibility studies to build power plants in Western Europe
- In a first move towards its European goal Gazprom is extending negotiations with RWE until the end of 2011
- Gazprom and other utilities are being targeted in antitrust probes across Europe
- The opening of Nordstream enables the diversification of Russian gas supply routes to Europe
- Assessment of European utility strategies for 2012: Dong
- Profits are up at Dong but it too is looking at new financing options
- Dong Energy has acquired Shell Gas Direct in a bid to expand into the UK downstream market
- Dong has shown its belief in the future of offshore wind by developing a 7MW offshore wind turbine
2012 EUROPEAN UTILITY INVESTMENT TRENDS
- Trends in renewable and cleantech investment
- There is no guarantee that deal activity will continue at the same pace as in 2011
- Projections for investment in power generation assets
- Investment in natural gas-fired generating capacity will dominate in the near term
PRICING OUTLOOK AND DRIVERS FOR EUROPEAN ENERGY MARKETS IN 2012
- The carbon market is oversupplied with EU Emission Allowances, and this will continue through 2012 and beyond
- Carbon prices are likely to trade flat unless there is a carbon price floor or tougher emission criteria
- European gas and power prices should ease in 2012
- Buffeted by a range of drivers, gas prices increased overall in 2011, but will likely fall in 2012 as economic conditions affect demand
- European power prices face similar drivers to gas prices
CONCLUSION
- Author's view
- In 2012, European utilities will need to protect core strengths and look for growth opportunities outside a beleaguered Europe
- A splintering of the eurozone would pose major challenges for European utilities
- Summary of companies and markets trends in 2012
APPENDIX
FIGURES
- 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: EU carbon emission reduction prices
- Figure: UK National Balancing Point wholesale gas: average month-ahead prices
- Figure: UK National Balancing Point wholesale gas: average seasonal 2012 delivery prices
- Figure: UK baseload power wholesale prices: seasonal forward contracts for 2012
- Figure: UK wholesale baseload power: average month-ahead prices
- Figure: Major energy utilities operational in the eurozone countries
|
