欧洲电力和购电协议价格展望.pdf

1、The Outlook for European Power and PPA PricesBNEF PresentationNayel BrihiMay 21,20251The Outlook for European Power and PPA PricesBNEF coverage2The Outlook for European Power and PPA PricesEuropean capacity outlookSolar,wind and storage3The Outlook for European Power and PPA Prices00.20.40.60.811.21

2、.4201020152020202520302035TerawattsUtilityResidentialCommercialSource:BloombergNEF.Cumulative solar installations in Europe,historic and forecastInstalled solar capacity in Europe set to triple by 2035x34The Outlook for European Power and PPA Prices00.10.20.30.40.50.60.7201020152020202520302035Teraw

3、attsOnshoreOffshoreSource:BloombergNEF.Cumulative onshore and offshore wind installations in Europe,historic and forecastOnshore turbines will drive Europes doubling of capacity x25The Outlook for European Power and PPA Prices0.40.71.32 3 4 7 11 21 32 49 71 95 119 148 180 209 238 268 300 333 0501001

4、5020025030035020152020202520302035GigawattsUKGermanyItalyFranceSpainPortugalPolandTurkeyOtherSource:BloombergNEF.Note:Data is according to BNEFs latest 1H 2025 Energy Storage Market Outlook.Cumulative storage installations in Europe,historic and forecastStorage installations are set to surge in the

5、latter half of this decadex106The Outlook for European Power and PPA PricesEuropean power generation and demand outlookBNEFs Economic Transition Scenario7The Outlook for European Power and PPA PricesAccording to BNEFs Economic Transition Scenario,which technology will be the largest source of clean

6、electricity generation in Europe by 2050?A SolarB Offshore windC Onshore wind D Gas E NuclearPoll time8The Outlook for European Power and PPA PricesSource:BloombergNEF.Notes:BNEFs Economic Transition Scenario(ETS)assumes no further policy support for the energy transition beyond existing measures.Th