欧洲可再生能源市场现状-16页_1mb

Executive Summary

The European renewable energy market continues to grow in 2023, driven by corporate demand for decarbonization, energy security, and price volatility concerns. Demand increases in declining CO2 emissions and mitigating energy scarcity. Corporate Power Purchase Agreements (PPAs) are expanding in Germany and France, while emerging markets like Eastern Europe attract investors due to supportive regulations and renewable expansion goals.

Key Trends

• Market Demand and Challenges: Corporate demand for renewables rises due to carbon reduction goals and hedging against energy market volatility. However, commercial operation dates (COD) are delayed because of increased competition, supply chain disruptions, inflation, and rising interest rates.
• Pricing Developments: Corporate PPA prices have increased across European markets, influenced by demand, inflation, geopolitics, and wholesale volatility. Markets like Spain face permitting issues, Nordics and UK see strong demand despite challenges. Prices vary by country, with Poland and Romania showing significant price hikes.
• Digital Tools: Digital procurement tools like Zeigo Power streamline PPA processes, connecting buyers with developers and reducing negotiation time through analytics and offers.
• Supply Chain Initiatives: Programs such as Schneider Electric's Energize focus on reducing scope 3 emissions in industries, enabling suppliers to access utility-scale PPAs.
• Emerging Countries: Nations like Hungary, Greece, and Romania are encouraged for investment due to low corporate tax rates, renewable targets, and improving regulatory frameworks.

Emerging Opportunities

Emerging markets in Eastern Europe, such as Romania (30.7% RE target by 2030), Greece (65% RE by 2030), and Hungary (6 GW by 2030), offer growth potential with simplified permitting and incentives for renewable projects. Rapid market changes underscore the need for flexible corporate strategies and digitization for resilience.

Case Study

Schneider Electric's Energize program collaborates with pharmaceutical companies to procure renewable energy, addressing supply chain emissions through aggregated PPA contracting, with 369 suppliers recruited as of 2022.

Key Recommendations

Organizations should prioritize energy security, diversify procurement strategies, and leverage digital tools for market entry in Europe. Expert consultation is advised for navigating market volatility and regulatory changes.