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冠狀病毒後的復甦:ERCOT的電力和再生能源(2021年4月STO)

The Post-Coronavirus Recovery: ERCOT Power and Renewables April 2021 STO

出版商 Greentech Media Inc. 商品編碼 1004711
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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冠狀病毒後的復甦:ERCOT的電力和再生能源(2021年4月STO) The Post-Coronavirus Recovery: ERCOT Power and Renewables April 2021 STO
出版日期: 2021年05月11日內容資訊: 英文
簡介

報告概要:

電力市場擺脫從去年開始的長期影響,回歸通常的狀態。4月的平均日次需求,比去年的同時期增加5%,從2021年的1月到4月的累積平均日均需求,恢復到大流行前的等級。煤炭發電,雖然面臨煤炭火力發電的退役增加,或將更早退役的公告 (最近的IRP要求追加4.6GW) ,但是由於今年冬天的天氣,天然氣價格的上升,需求預測的改善等,煤炭發電量預計從2020年的水準恢復。

由於天然氣價格的上升,預計全體發電量與去年持平或略低。再生能源新引進持續順利,尤其是集中於ERCOT、WECC、MISO、SPP,預計今後3年導入41.5GW的太陽光、風力、蓄電池。

目錄

Report Summary:

Power markets are generally seeing a continuing return to normal as they shake off the lingering impacts from last year: - Average daily demand in April was 5% higher than the same time last year. Cumulative average daily demand between January and April for 2021 has returned to pre-pandemic levels. - While still facing increasing amounts of coal retirement announcements, or announcements that plants will be retired sooner (one recent IRP called for an additional 4.6 GW), coal generation looks to recover from 2020 levels, aided by this year's winter weather, higher gas prices, and the improving demand outlook. For natural gas, overall we see generation staying flat or somewhat lower than last year, due to the higher prices. - Finally, new renewable additions continue to boom, with particular concentrations in ERCOT, WECC, MISO and SPP. We expect close to 41.5 GW solar, wind and battery storage coming online in the next three years.