Pexapark在其最新报告中称,尽管2022年市场整体动荡,欧洲可再生能源购电协议仍然保持着“惊人的稳定性”。在这一年里,虽然合约电量降至8.4 GW,比2021下降了21%,但签订的购电协议总数增加4.5%而达到了161份。
2022年,80%的购电协议是企业直购电协议。它们占到合约电量的83%,在2021年5.8 GW的基础上增加了至少20%。
Pexapark公司首席运营官Luca Pedretti表示:“购电协议市场在欧洲能源危机期间表现得相当成熟,至少它体现了超强的抗压能力。”
其中,西班牙的购电协议市场规模最大,通过31笔交易达到了大约3.2 GW的已披露容量。其中, Greenalia和Endesa这两大公司的合约电量超过了1.8 GW,占比达20%。
前五大买家包括美国铝业(Alcoa)、微软(Microsoft)、亚马逊(Amazon)、雷诺(Renault)和Meta,它们的购电量分别为1830 MW、900 MW、420 MW、350 MW和300 MW。而前五大卖家分别是Greenalia(924 MW)、Endesa(906 MW)、Statkraft(687 MW)、Energia Group和Power Capital Renewable Energy(534 MW)以及Voltalia(380 MW)。
Pexapark表示:“2022年市场经历了极端的波动,其中最让我们记忆深刻的两个高峰分别出现在1月和9月,波动率一度高达230%。”
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