电力采购势在必行：立即行动还是稍后付款？.pdf

1、Power Procurement Imperative:Act Now or Pay Later?Reyhaneh AboutalebiEnergy Portfolio and Risk ExpertBaringa2|Copyright Baringa Partners LLP 2025.All rights reserved.This document is subject to contract and contains confidential and proprietary information|Baringa ConfidentialThe corporate PPA marke

2、t is over ten times larger than 10 years ago,contributing to renewables deployment around the worldCorporate power purchase agreement volumes,by regionCumulative volumeAnnual volumeCumulativeAPACAmericasEMEASource:BloombergNEF Note:Chart is for offsite,publicly disclosed deals only and may be subjec

3、t to change as more information is made publicly available.Capacity is in GW DC.4|Copyright Baringa Partners LLP 2025.All rights reserved.This document is subject to contract and contains confidential and proprietary information|Baringa ConfidentialPPAs are only one part of the bigger power procurem

4、ent strategyTotal Electricity Demand GWhGross Electricity DemandOn site Generation and FlexibilityGrid Connected DemandPPAWholesale HedgeUnhedged DemandEnergy EfficiencyPPAs are the biggest lever currently to decarbonise electricity demand for many large energy users Onsite generation(e.g.solar PV,b

5、iomass generation)must be considered alongside flexibility(batteries,DSR),PPAs or other grid-based mechanisms7|Copyright Baringa Partners LLP 2025.All rights reserved.This document is subject to contract and contains confidential and proprietary information|Baringa ConfidentialBaringa projects the s

6、hare of solar and wind capacity to increase 40%by 2030,with shaping costs increasing 25%Capacity(GW)Capture price discounts for renewables in the Reference Case(%)05010015020025030020252030203520402045205020552060Wind OnshoreNuclearHydrogenCoalGasOilHydroBiomass and WasteWind OffshoreSolarOther Rene