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市場動態:EDP執行長表示,儘管電力需求不斷成長,EDP仍將暫停美國的風電投資。

-- 根據彭博社週四報道,EDP執行長表示,該公司已暫停三個價值數十億美元的美國風電項目,理由是政策風險,但仍計劃在2028年實現高達52億美元的EBITDA。 執行長米格爾·斯蒂爾韋爾·德安德拉德表示,由於美國政策方向不明朗,EDP已縮減了位於馬薩諸塞州、紐約州和加利福尼亞州的三個風電項目的規模,減少了人員配置並推遲了支出。 報道稱,斯蒂爾韋爾·德安德拉德在公司總部接受採訪時表示,這些項目實際上已經暫停,並指出由於公司在情況好轉之前避免投入資金,這些項目目前處於「休眠」狀態。 斯蒂爾韋爾·德安德拉德表示,與同行不同,該公司很幸運尚未開工建設,從而避免了潛在的財務風險。 報導還稱,這些項目由與Engie合資成立的Ocean Winds公司管理,執行長否認了有關退出該合資企業的猜測。 報告指出,美國總統川普的政策變化阻礙了再生能源的發展勢頭,包括暫停批准風力發電項目以及收緊與新立法相關的融資條件。 報告也補充道,川普政府暗示將重新審視先前的審批結果,而最近的舉措則允許道達爾能源等公司退出海上租賃項目,從而將約10億美元的資金重新投入化石燃料投資。 報告稱,儘管遭遇挫折,EDP仍繼續與美國當局保持溝通,並保持強大的市場地位,在全美投資約170億美元,再生能源裝置容量超過12吉瓦。 報告還指出,EDP認為美國和葡萄牙的數據中心將推動強勁的電力需求,並重申了其財務目標,並計劃在2026年投資120億美元以支持這些目標的實現。已聯繫EDP尋求置評。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)

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