据阿拉伯贸易9月9日消息称，随着中东地区加大对可再生能源的投资力度，私人资本基础设施交易在该地区的作用正在发生变化。
2011年至2021年间，可再生能源交易的总价值为130亿美元，其中超过60%的交易发生在2017年以后。
能源转型已日益成为许多中东国家政府和产油国的当务之急，因为它们受到疫情期间低油价和全球能源生产脱碳愿望的双重影响。
近年来，在中东的私人资本基础设施交易中，二级交易的份额从2016年的19%上升到2019年的40%。然而，2019年ADNOC石油管道和2020年天然气管道的二次销售突显了该地区传统基础设施资产的吸引力，尤其是在阿联酋。
自2016年以来，阿联酋目前的基础设施交易总价值为830亿美元；其中 29%（240亿美元）仅来自巴拉卡核能项目。然而，虽然自然资源仍然是中东基础设施资产的核心，但最近大规模的可再生能源投资为摆脱油气开发提供了途径。
例如，在最近的Al Dhafra太阳能项目中，包括法国电力集团(EDF Group)和马斯达尔(Masdar)在内的开发商组成的财团在2020年底从一个全球银团贷款机构获得了10.5亿美元的债务融资。
另类资产数据提供商Preqin Research Insights 副总裁 Alex Murray 表示：“私人资本投资在中东发挥着越来越重要的作用，特别是在可再生能源投资方面。展望未来，我们预计该地区各国将进一步加大对这一领域的投资，确保朝着长期排放目标取得进展。在正确的监管环境下，这将为提供基础设施资产和网络的替代模式创造更多机会。”
曹海斌 摘译自 阿拉伯贸易
原文如下：
Infrastructure deals priming Mideast growth of renewables
The role of private capital infrastructure deals in the Middle East is evolving as the region is intensifying efforts to invest in renewables.
aggregate value of renewable energy deals between 2011 and 2021 is $13 billion, with over 60% of this having occurred more recently since 2017.
Energy transition has increasingly become a priority for many governments and oil producers in the Middle East, as they have been impacted by both low oil prices during the pandemic and a global desire to decarbonise energy generation.
Among private capital infrastructure deals in the Middle East in recent years, secondary transactions have seen their share rise from 19% in 2016 to 40% in 2019. However, the secondary sales of the Adnoc Oil Pipelines in 2019 and Gas Pipelines in 2020 underscore the attractiveness of traditional infrastructure assets in the region, particularly in the UAE.
Current aggregate value of infrastructure deals in the UAE since 2016 now stands at $83 billion; 29% ($24 billion) of this came from the Barakah Nuclear Energy Project alone. However, while natural resources remain central to Middle Eastern infrastructure assets, recent large-scale renewable investments are providing avenues away from primary deployment in hydrocarbons.
For example, the recent Al Dhafra Solar project saw a consortium of developers including EDF Group and Masdar secure $1.05 billion in debt financing from a global syndicate of lenders at the end of 2020.
Alex Murray, VP, Research Insights at Preqin, said: “Private capital investments are playing an increasingly important role in the Middle East, particularly in renewable energy investment. Looking ahead, we expect countries in the region to further ramp up investments in this sector, ensuring progress towards long term emission targets. With the right regulatory environments, this will create more opportunity for alternative models to deliver infrastructure assets and networks.”