Pexapark： 2024年欧洲购电协议市场展望报告（英文版）（56页）.pdf

1、EUROPEANMARKET OUTLOOK 2024 Preparing for impact:The silver lining after the clouds 2EUROPEAN PPA MARKET OUTLOOK 2024Executive Summary 3Introduction 7 ACT I Chapter 1:Approaching the Golden PPA Era 9 1.1 The big picture:2018-2023 year-by-year evolution 10 1.2 Data-driven headlines painting the 2023

2、picture 13 Chapter 2:PPA advancements and innovations 272.1 Hybrid PPAs entered the scene 27 2.2 Early signs of PPAs for Green H2 Production 29 2.3 Aggregating demand:Multi-buyer PPAs 312.4 Next frontier:24/7 Green Energy Purchasing 32ACT II Chapter 3:Prominent events of 2023 35 3.1.Volatility and p

3、rices en route to stabilisation 35 3.2.Marketfundamentalsshookupfinancingcosts 39 3.3.Short-term PPAs showed mix movements 42 3.4.More trouble with Baseload PPAs 44 3.5.The regulatory pendulum swung back 48Chapter 4:Top Predictions for 2024 51 4.1.Germany will topple Spain in PPA activity 524.2.The

4、PPA Market will surpass 20GW 524.3.The geographical scope of Hybrid PPAs will expand beyond GB 534.4.The share of Utility PPAs will increase 53Conclusion 54Legal Disclaimer 55TABLE OF CONTENTS3EUROPEAN PPA MARKET OUTLOOK 2024Key findings from our European PPA Market Outlook 2024 report:The PPA Marke

5、t entered its Golden Era with record activity Following a stabilising environment in the fundamentals of deal-making,over the past twelve months our PPA Tracker recorded a hefty 16.2GW of disclosed contracted volumes an increase of more than 40%vis-vis 2022.Deal count peaked at 272 PPAs an increase

6、of an impressive 65%from 2022!The balance between corporate and utility offtakes improved Corporates maintained the lead position in driving the PPA market,but there was an uptick in utility offtake activity.Reduced volatility levels,and strong corporate demand were the key drivers behind utility ap