市場調查報告書
商品編碼
1522885
歐洲的電力市場:2024年前半期的檢討Europe Power: H1 2024 in Review |
我們將研究 2024 年上半年歐洲電力市場的電量和價格趨勢。繼2023年因大宗商品價格下跌導致批發電價跌幅消退後,歐洲電價在2024年上半年保持相對穩定。但日間電價仍出現較大波動,上半年出現負電價超過3100小時。 2023年一季度,隨著減需措施的落實,底層成長放緩,但電網層面需求出現一定復甦。在供應方面,再生能源產能的持續建設以及核電和水力發電的高可用性有助於進一步減少對天然氣和煤炭的依賴。
This review considers the development of volumes and prices in Europe's electricity markets in H1 2024. After falling commodity prices took the sting out of wholesale power prices in 2023, European prices have continued to enjoy relative stability in H1 2024. However, there remains significant volatility in within-day power prices, with over 3,100 negative power priced hours in the first half of the year. There has been some recovery in demand at a transmission system level, although demand reduction measures were in place in Q1 2023, rendering the underlying increase moderate. On the supply side, strong nuclear and hydro availability, alongside the continued build-out of renewable capacity, helped further ease the reliance on gas and coal.