据3月18日MENAFN消息:总部位于挪威的能源研究和商业情报公司Rystad Energy援引趋势报告称,2021年可再生能源项目的资本支出将创下新纪录。
该公司预计可再生能源的资本支出将达到2430亿美元,而石油和天然气行业的资本支出为3110亿美元。
Rystad Energy预计,大部分可再生能源支出将用于陆上风力项目,从去年的940亿美元增加到1000亿美元。太阳能光伏支出预计将从去年的880亿美元攀升至今年的960亿美元,而海上风电的资本支出将从430亿美元增长至460亿美元。
大部分支出来自亚洲,截至2021年1月,亚洲在建装机容量为156吉瓦,其次是欧洲,为32吉瓦。
该公司的分析显示,尽管2020年以油气为主的业务收入比前一年平均下降23%,但以风能和太阳能光伏为主的业务销售额增长了18%。
受上游业务影响的服务公司季度营收大幅下滑,由于缺乏新合同和积压工作执行缓慢,去年第四季度营收较上年同期下滑25%。去年油井服务和地震部门的收入比2019年下降35%,钻井工具收入减少25%。
与2019年相比,去年第四季度风电和太阳能行业的服务公司实现了增长,风电项目的服务公司收入同比增长15%,全年收入增长20%。太阳能项目服务提供商第四季度销售较上年同期增长3%,全年增长14%。
冯娟 摘译自 MENAFN
原文如下:
Capex for renewable energy projects set for new record in 2021
2021 will mark a new record in the capital expenditures on renewable energy projects, Trend reports citing, Rystad Energy, a Norway-based energy research and business intelligence company.
The company forecasts capex on renewables to reach $243 billion, as compared to $311 billion in the oil and gas sector.
Rystad Energy expects that most of the renewable energy spending will go towards onshore wind projects, rising to $100 billion from $94 billion in 2020. Solar PV spending is expected to climb to $96 billion this year from $88 billion last year, while offshore wind will see capex grow to $46 billion from $43 billion.
Most of the expenditure stems from Asia, which has 156 gigawatts (GW) of capacity under construction as of January 2021, followed by Europe with 32 GW. China's decision to slowly reduce subsidy assistance from January forced many projects to start construction early, which further supported spending activity. Much of the spending is down to China's 800-megawatt (MW) Rudong offshore wind farm and the 2 GW Zhuozi County Project, as well as Orsted's 1.4 GW Hornsea 2 project off the UK.
The company's analysis reveals that while oil and gas-focused businesses on average saw revenue drop 23 percent in 2020 from the previous year, wind and solar PV-focused businesses enjoyed an 18 percent growth in sales.
Quarterly revenue for service companies exposed to the upstream sector has seen a massive deterioration, with fourth-quarter revenue last year slumping 25 percent from a year earlier amid a lack of new contracts and slow execution of backlog work. Revenue from well services and seismic segments fell last year by 35 percent from 2019 levels, while drilling tools revenue shrank 25 percent.
Service companies exposed to the wind and solar sectors saw growth in the fourth quarter of last year compared to 2019. Service players exposed to wind projects recorded a 15 percent year-on-year boost to revenues for the fourth quarter of 2020, with full-year revenues improving by 20 percent. Sales at service providers exposed to solar projects rose 3 percent in the fourth quarter from the year-earlier period and climbed 14 percent for the full year.
免责声明:本网转载自其它媒体的文章,目的在于弘扬石化精神,传递更多石化信息,并不代表本网赞同其观点和对其真实性负责,在此我们谨向原作者和原媒体致以敬意。如果您认为本站文章侵犯了您的版权,请与我们联系,我们将第一时间删除。