凯捷（Capgemini）：2018世界能源市场报告(WEMO)（英文版）(268页).pdf

1、In collaboration with: WEMOWEMO World Energy Markets Observatory 2A Strategic Overview of the Global Energy Markets2A Strategic Overview of the Global Energy Markets 2018 Capgemini. Reproduction in part or in whole is strictly prohibited. Contents WEMO 2018 Global Editorial 6 North America 19 WEMO 2

2、018 North America Editorial 20 1-Climate Challenges however, its full potential is hindered by lack of clarity around regulations and business models .104 Topic Box 3.1: Capacity mechanisms .115 Topic Box 4.1: Beyond energy retail prices .130 Topic Box 4.2: Will regulated energy tariffs disappear? .

3、133 Topic Box 6.1: In a more challenging environment, Utilities are implementing new investment strategies towards services and low carbon energy .151 Southeast Asia Topic Box 1.1: Government and private sector initiatives to reduce emissions challenges .165 Topic Box 3.1: Singapore is being develop

4、ed as a gas hub .179 Topic Box 3.2: Issues and Challenges for Regional Power Cooperation .180 Topic Box 4.1: Case studies Singapore, Philippines this represents an increase of nearly 100% since January 2016. Four factors in particular came into play: Supply and demand: the booming world economy has

5、led to a demand increase of more than 5Mb/d1 since 2015 with global oil consumption expected to top 100Mb/d by the end of 2018. World oil demand rose by 1.6% (or 1.5 Mb/d) in 2017, a rate that was higher than the annual average of 1% seen over the last decade. Inventories of crude that had built up

6、during the 2014-2016 glut have decreased because of this strong demand and the supply cuts by OPEC/Russia. OPEC and Russia: in late 2016 an agreement was reached to limit their supplies in order to push up the oil price. This deal has removed at least 1.8 Mb/d since the start of 2017. Despite Americ