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국내외주식투자정보

유럽풍력

by 국부론창시자 2023. 6. 2.
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유럽 풍력

 

쏟아지는 유럽 해상풍력 국가 입찰, 향후 8년간 수요 과거 대비 5배 증가 예상

-독일 7GW 입찰 마감, 하반기 1.8GW 추가

-독일은 현재 8GW 확보하고 있고, 3GW 건설 중. 2030년까지 30GW 건설 목표 설정 후 사업자 선정위한 입찰하는 것

-덴마크도 14GW 입찰 결정 합의

-덴마크는 현재 2.3GW 확보하고 있고, 2030년 목표는 12.9GW. 따라서 이번 14GW 입찰 결정으로 2030년 목표치 상향될 것

-2015~2022년 유럽 해상풍력 설치량 합계는 23GW에 불과했으나 2023~2030년 설치량은 117GW로 폭발적으로 성장 예상.러시아 화석에너지로부터 탈피하기 위한 유럽에너지정책의 중심이기 때문에 가시성 탁월

-해상풍력 관련업체들 고성장 시대 진입

 

 

씨에스윈드,씨에스베어링 유럽에 공장이 있어서 최대 수혜주로 부각될 전망

 

https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/electric-power/060123-feature-german-offshore-wind-to-enter-new-era-as-7-gw-auction-closes

 

FEATURE: German offshore wind to enter new era as 7 GW auction closes

June 1 deadline for biggest tender to date Concessions include grid link guarantee for 2030 Three 2 GW North Sea projects, 1 GW in Baltic Sea Germany's biggest ever offshore wind auction is to close J

www.spglobal.com

 

https://renewablesnow.com/news/denmark-greenlights-14-gw-offshore-wind-expansion-824608/

 

Denmark greenlights 14-GW offshore wind expansion

After a political agreement on a potential 14-GW offshore wind expansion in Denmark, the Danish Energy Agency on Wednesday said it is preparing for a marke

renewablesnow.com

 

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