REPower EU計劃會加速能源轉換嗎？

Will REPowerEU Accelerate the Energy Transition?

出版日期: 2022年05月23日 | 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

歐盟的“REPower EU”計劃旨在在不損害 Netzero 雄心的情況下迅速減少俄羅斯對能源進口的依賴。會員國需要迅速採取行動，實施有針對性的政策和資金措施。

本報告涵蓋歐盟的“REPower EU”計劃，並提供有關現狀和前景的最新信息。

執行摘要
加快清潔能源供應（可再生能源）
- 太陽能發電的目標很嚴格，但可以實現。
- Wind--關注許可和互聯互通問題，實現目標的期望
- 儲能——缺失的部分？
加快清潔能源供應（可再生氣體）
- 氫——最大的挑戰是到 2030 年刺激足夠的需求。
- 生物甲烷——遠未升級
能源供應多元化
- 歐盟能源平台難以支持 LNG 數量，但氫貿易支持
- 歐盟對外戰略
節能與節能
- 嚴格的目標——但這次不同
結論

簡介目錄

Report Summary:

The European Commission's REPowerEU plan aims to rapidly reduce reliance on Russian energy imports, without derailing net zero ambitions. Renewable generation targets call for a 15% increase over the already ambitious Fit-for-55 plan. With hydrogen requiring an even bigger leap. Phasing out imports of Russian coal and oil is already within sight, but gas is a much more difficult proposition. Incremental LNG imports - near- and long-term - will play a much bigger role than piped gas alternatives. All of the targets laid out in the REPowerEU plan are a stretch. Member states must act quickly to implement the measures with targeted policies and funding. Doing so will put Europe in a better position to deliver against its net zero targets.

Executive Summary

Accelerating clean energy supplies (renewable power)
- Solar targets are difficult but achievable - explicit timelines on permitting are a step forward
- Wind - the spotlight on permitting and interconnection issues brings hopes targets can be met
- Energy Storage - the missing piece?

Accelerating clean energy supplies (renewable gases)
- Hydrogen - unlocking sufficient demand by 2030 presents the biggest challenge
- Biomethane - an upgrade too far

Diversifying energy supplies
- The EU Energy Platform will struggle to underpin material LNG volumes but will support hydrogen trade
- EU External Strategy