FINWIRES · TerminalLIVE
FINWIRES

彭博社分析稱,德國太陽能發電量躍升31%,將降低液化天然氣需求。

-- 根據彭博社週二發布的分析報告顯示,德國今年夏季的太陽能發電量預計將增加約31%,從而減少天然氣的使用,並在中東局勢緊張之際緩解液化天然氣(LNG)的需求。 分析報告引述彭博新能源財經(BloombergNEF)的數據稱,預計從4月到9月,歐洲最大電力市場德國的太陽能發電量平均約為16.5吉瓦,年成長約31%。 分析報告也指出,再生能源發電量的成長預計將使同期天然氣發電量減少約29%,相當於約9船液化天然氣。 報告補充說,德國太陽能裝置容量的擴張(今年太陽能板安裝量增加約15%)正在推動這一增長,並有助於在地緣政治緊張局勢推高全球天然氣價格之際,限制與亞洲液化天然氣買家的競爭。 更高的太陽能發電量預計還將有助於歐洲在冬季到來之前重建已消耗殆盡的天然氣庫存,並在該地區應對能源市場不確定性之際提供額外的供應保障。 分析指出,預計德國7月天然氣發電量將降至約2.5吉瓦,而4月至9月期間煤炭發電量可能下降63%,至近3.2吉瓦,反映出再生能源供應的成長。 分析也指出,天然氣在穩定德國電網和影響電價方面仍將發揮關鍵作用,尤其是在再生能源發電量下降的時期。 分析引述顧問公司Agora Energiewende的數據稱,德國上週太陽能發電量創下53吉瓦的紀錄,滿足了超過80%的電力需求。

Related Articles

Research

Research Alert: CFRA Keeps Buy Opinion On Share Of Rexford Industrial Realty Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.

$REXR
Asia

Toku Launches Conversational AI For Businesses

Toku (SGX:TKU) launched Makimoto, an open-source conversational AI in Asia-Pacific, according to a Monday filing with the Singapore Exchange.Makimoto assembles, configures and runs a production-grade pipeline, providing, with the core purpose to keep customer data processed within a single country, keeping in view local data laws.The AI will allow businesses to build and control in-house transcription and conversational AI pipelines.

$SGX:TKU
International

Taiwan Consumer Confidence Improves Slightly in April

Taiwan's consumer confidence index (CCI) edged up to 62.47 in April, rising 0.17 points from March, the Central Taiwan Economic Development Research Center at National Central University reported on Friday.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.Confidence in the domestic economic outlook and household finances also increased, while stock investment sentiment saw a modest rise. However, views on purchasing durable goods recorded the sharpest decline, alongside a slight drop in price-level expectations.All six core sub-indicators remained below 100, indicating overall pessimism among consumers, the report said.

$^TWII