Iberdrola、CMD 2024 更傾向網絡

報告摘要

在一次廣受好評的演講中，Iberdrola 堅持其策略支柱，明確關注業務穩定性和可預測性。但其重點和資本配置（再次）發生了重大變化。Iberdrola加大了對網路的關注，而對再生能源的投資比例則有所下降。對網路（包括美國）的戰略關注日益增長，這意味著 Iberdrola 正在區別於歐洲同行。

目錄

執行摘要

發生了什麼變化？

• 專注於提高可見度和可預測性

這對 Iberdrola 的前景有何影響？

• 透過風險規避計畫拓展您的網絡
• 再生能源投資正在萎縮
• 資產輪調和夥伴關係是融資計劃的關鍵部分

Report Summary:

In a well-received presentation, Iberdrola stuck fast to its strategic pillars, with a clear focus on stability and predictability within its business. However, the emphasis, and capital allocation, notably shifted (once again). Iberdrola has leaned further towards networks, whilst renewables is handed a smaller share of the investment pie. This growing strategic focus on networks, including a large US component, means the company is further differentiating itself from many of its European peers.

Table of contents

Executive summary

What's changed?

• Focus on increased visibility and predictability

How does this impact Iberdrola's outlook?

• Growth in networks through a de-risked plan
• Renewables investment pared-back
• Asset rotation and partnerships are a key part of the funding plan

Tables and charts

This report includes 1 images and tables including:

• Iberdrola's targets and guidance (CMD 2024 vs CMD 2022)