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彭博社分析称,德国太阳能发电量跃升31%,将降低液化天然气需求。

-- 据彭博社周二发布的一份分析报告显示,德国今年夏季的太阳能发电量预计将增长约31%,从而减少天然气的使用,并在中东局势紧张之际缓解液化天然气(LNG)的需求。 该分析报告援引彭博新能源财经(BloombergNEF)的数据称,预计从4月到9月,欧洲最大电力市场德国的太阳能发电量平均约为16.5吉瓦,同比增长约31%。 该分析报告还指出,可再生能源发电量的增长预计将使同期天然气发电量减少约29%,相当于约9船液化天然气。 报告补充说,德国太阳能装机容量的扩张(今年太阳能电池板安装量增长约15%)正在推动这一增长,并有助于在地缘政治紧张局势推高全球天然气价格之际,限制与亚洲液化天然气买家的竞争。 更高的太阳能发电量预计还将有助于欧洲在冬季到来之前重建已消耗殆尽的天然气库存,并在该地区应对能源市场不确定性之际提供额外的供应保障。 分析指出,预计德国7月份天然气发电量将降至约2.5吉瓦,而4月至9月期间煤炭发电量可能下降63%,至近3.2吉瓦,这反映出可再生能源供应的增长。 分析还指出,天然气在稳定德国电网和影响电价方面仍将发挥关键作用,尤其是在可再生能源发电量下降的时期。 分析援引咨询公司Agora Energiewende的数据称,德国上周太阳能发电量创下53吉瓦的纪录,满足了超过80%的电力需求。

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