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市場調查報告書

冠狀病毒後的復甦趨勢:美國東北部的電力、再生能源市場 - 短期展望 (2021年4月)

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

出版商 Greentech Media Inc. 商品編碼 1004712
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
價格
冠狀病毒後的復甦趨勢:美國東北部的電力、再生能源市場 - 短期展望 (2021年4月) The Post-Coronavirus Recovery: Northeast Power and Renewables April 2021 STO
出版日期: 2021年05月11日內容資訊: 英文
簡介

分析概要:

電力市場,擺脫去年開始的長期性的影響,轉為通常狀態。

4月的平均日次需求量,比去年的同時期增加了5%。從還有2021年的1月到4月的累積平均日次需求,回到感染擴大前的等級。

還宣布將提前廢止煤炭火力發電(近來的IRP (整合資源計劃)之一,必需追加4.6GW份),此後相關報道也增加,不過,今年的冬天的天氣和天然氣價格的上升,需求的復甦等要素支撐,一般認為煤炭火力發電從2020年的水準恢復。天然氣方面,由於價格上漲,預計整體發電量與去年持平或略低於去年。

最後,再生能源發電的增設熱潮至今仍持續,尤其是ERCOT、WECC、MISO、SPP其趨勢變強。今後3年,預計總合近41.5 GW的太陽能光伏發電、風力發電、蓄電設備運作。

本報告提供美國東北部的電力、再生能源市場最新趨勢和短期性的預測分析。

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.