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市場調查報告書
商品編碼
1077356

美國中西部電力和可再生能源——2022 年 4 月短期展望:價格上漲推高電價

Rising Commodity Prices Continue to Propel Power Prices: Midwest 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
  • 全貌
  • 簡介
  • 目錄
簡介

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。 2022 年冬季的上漲主要局限於美國東北部,但過去一個月天然氣價格期貨暴漲,增加了全國范圍內上漲的可能性。

預計到 2023 年,天然氣價格將保持高位,因為未來幾個月天然氣價格將在 7 美元/百萬英熱單位左右交易。同時,大量燃煤發電將被淘汰,主要是PJM和MISO,取而代之的是風能和太陽能,預計轉向可再生能源。

本報告調查了美國中西部的電力和可再生能源,包括以下內容:

本期短期展望內容

  • 對天然氣基本面的評論
  • 多種燃氣價格和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
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.