据阿纳多卢新闻8月23日消息称，全球能源咨询公司Wood Mackenzie周三表示，企业可再生能源购电协议(PPA)开始在亚太地区的脱碳努力中发挥更大的作用。
企业可再生能源PPA是企业和可再生能源生产商在一定时间内按一定价格购买电力的合同。
Wood Mackenzie 估计，与上一年相比，2020 年企业可再生能源PPA的数量增加了一倍多，达到3.8吉瓦(GW)。
它补充说:“这是在劳动力短缺和疫情导致物流中断的情况下实现的。”
Wood Mackenzie 高级分析师 Rishab Shrestha 表示，企业可再生能源采购正在上升，到2021年上半年亚太地区的总采购容量为10.9吉瓦。
他说：“对可再生能源采购的需求很大程度上是由该地区政府和企业制定的雄心勃勃的脱碳目标推动的。但更重要的是，亚太地区可再生能源溢价的下降和电价的上涨使企业可再生能源PPA更具吸引力。”
Woodmac 预测，亚太地区所有市场的可再生能源溢价均已下降，预计到 2025 年将比平均电价低 45%。
该咨询机构表示，印度、澳大利亚的累计采购能力分别为5.2吉瓦、3.2吉瓦和1.3吉瓦，目前在亚太企业可再生能源采购市场名列前茅。
报告称，澳大利亚和印度企业PPA活动的增加是由于这些地区有吸引力的项目经济和支持政策框架。
Shrestha指出，新加坡和日本也有望成为企业可再生能源采购的领导者。
他说：“新加坡是东南亚最发达的采购市场，但可再生能源项目的可用土地有限。日本的采购主要限于现场项目，但我们预计政策将在年底前更新。”
WoodMac强调指出，工业承购者是可再生能源的最大买家，占到2020年PPA的 57%。“这是由于电子制造和采矿业的高能源需求，”它说。
其次是零售和服务行业，占25.4%的份额，随后是技术行业，占16.9%的份额。
朱佳妮 摘译自 阿纳多卢新闻
原文如下：
Corp. renewable purchase deals play bigger role in Asia Pacific decarbonization
Corporate renewable power purchase agreements (PPA) are starting to play a bigger role in decarbonization efforts in the Asia Pacific region, global energy consultancy Wood Mackenzie said Wednesday.
A corporate renewable PPA is a contract between a company and a renewable power producer to buy electricity at a certain price and for a set period of time.
Wood Mackenzie estimated that the volume of corporate renewable PPAs more than doubled to 3.8 gigawatts (GW) in 2020 compared to the previous year.
“This is despite project delays from labor shortages and logistic disruptions from the pandemic,” it added.
Wood Mackenzie senior analyst Rishab Shrestha said corporate renewables procurement is align="justify"> “Demand for renewable procurement is largely driven by ambitious decarbonization targets set by governments and companies in the region. But more importantly, falling renewables premium and rising power tariffs in Asia Pacific are making corporate renewable PPAs more attractive,” he said.
Woodmac predicted that renewable premiums have fallen across all markets in the Asia Pacific and are expected to be 45% below power tariffs align="justify"> With 5.2 GW, 3.2 GW, and 1.3 GW of cumulative procurement capacity, India, Australia now top the Asia Pacific corporate renewable procurement market, the consultancy agency said.
The increased corporate PPA activity in Australia and India is due to the attractive project economics and supporting policy framework in these regions, it said.
Shrestha noted that Singapore and Japan are also expected to join the ranks in becoming leaders in corporate renewable procurement.
“Singapore is the most developed procurement market in Southeast Asia but has limited land availability for renewable projects. Japan’s procurement is largely limited to align="justify"> WoodMac highlighted that industrial offtakers were the largest buyers of renewables, accounting for a 57% share of PPAs contracted in 2020. “This is due to the high energy demand of the electronics manufacturing and mining industries,” it said.
Retail and service offtakers were the next largest group, accounting for a 25.4% share, which is followed by technology sector offtakers with a 16.9% share.?