北美電力和可再生能源 - 短期展望(2022 年 4 月):由於商品價格上漲,電價持續上漲
市場調查報告書
商品編碼
1070449

北美電力和可再生能源 - 短期展望(2022 年 4 月):由於商品價格上漲,電價持續上漲

Rising Commodity Prices Continue to Propel Power Prices: North America Power and Renewables April 2022 Short-term Outlook

出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2個工作天內

價格
簡介目錄

2021年下半年,在天然氣價格同比大幅上漲的背景下,電價飆升。雖然 2022 年冬季飆升主要局限於東北地區,但天然氣價格期貨在過去一個月呈指數級增長,為全國范圍內的上漲提供了可能性。

由於未來幾個月天然氣價格接近 7 美元/MMBtu,預計天然氣價格將保持高位直到 2023 年。與此同時,將取消大量燃煤發電,主要是在 PJM 和 MISO,採用風能和太陽能發電,預計將繼續向可再生能源過渡。

本報告調查北美的電力和可再生能源,包括以下內容。

  • 對天然氣基本面的評論
  • 多種燃氣價格/需求情景對電價的影響
  • 入駐最大發電企業亮點
  • 未來輸電工程
簡介目錄

Report Summary:

The second half of 2021 was marked by power prices surging on the back of strong year-on-year increases in natural gas prices. After winter 2022's excitement was confined mostly to the northeast, gas price futures have taken off over the past month, creating upside potential across the country. With natural gas prices trading near $7/mmbtu for the next few months, expect volatility risk to remain high well into 2023. Over that same time period, the stack will continue its transition towards renewables as a large swath of coal capacity retires, primarily in PJM and MISO, while wind and solar projects are slated to come online in their stead.

Features included in this short-term outlook:

  • Comments on natural gas fundamentals
  • Power prices impact from multiple gas price and demand scenarios
  • Highlights for some of the largest incoming new generators
  • Upcoming transmission projects to monitor.