据油价网7月29日消息称，美国银行印度分部董事总经理Gaurav Singhal称，到2030年，印度可再生能源行业的股权投资可能达到1500亿美元左右。
彭博社援引Singhal的一份报告称，这些交易肯定会涉及印度的能源企业。该报告提到软银集团将可再生能源业务以35亿美元的企业价值出售给阿达尼绿色能源。阿达尼表示，这笔交易将有助于其提前实现 25 吉瓦的可再生能源投资组合目标。
据彭博社和美国银行的 Singhal 称，这笔交易的有趣之处在于，阿达尼绿色能源在最后阶段加入了软银收购SB能源80%股权的潜在买家集团。然而，Singhal 指出，作为一家印度公司，该公司具有优势，而且其自身资产与SB能源的资产非常接近。
然而，潜在投资者希望与当地公司合作推动印度可再生能源行业发展，还有另一个原因。
彭博社援引Singhal的话说:“与联邦政府打交道的一些问题只能由当地合作伙伴来处理。外国投资者不能独自承担这个任务。”
印度的可再生能源发电能力在过去十年中有了巨大的增长，从太阳能发电厂的不足20吉瓦到太阳能、风能、生物质和小型水电的超过96吉瓦。对于公用事业规模的水电站，可再生能源容量为 142 吉瓦，占印度总发电量的 37%。
与此同时，印度占新兴市场电力需求的9%，占预期需求增长的20%。
碳追踪和能源、环境和水委员会今年早些时候的一份报告称：“虽然化石燃料的需求可能在短期内再次增加，以满足潜在的电力需求，但印度已经证明，在政策优先级和市场设计的推动下，可以实现双重跨越——几乎所有家庭都将用上电，并推出可再生能源。”
曹海斌 摘译自 油价网
原文如下：
India’s Renewable Industry To See $150 Billion Of Investment By 2030
India’s renewable energy industry could see equity investments of some $150 billion by 2030, according to Gaurav Singhal, managing director at Bank of America’s Indian division.
These deals will invariably involve Indian energy players, Singhal said, as quoted by Bloomberg in a report that mentioned SoftBank Group Corp.’s renewables business sale to Adani Green Energy at an enterprise value of $3.5 billion. The deal, Adani said, would help it achieve its renewable energy portfolio target of 25 GW ahead of schedule.
The interesting thing about this deal, according to Bloomberg and BofA’s Singhal, was that Adani Green Energy joined the group of prospective buyers for SoftBank’s 80-percent stake in SB Energy at a late stage. However, it had the advantage of being an Indian company, Singhal noted, and that its own assets were in close proximity to SB Energy assets.
Yet, there is another reason why prospective investors would want to team up with local companies in the push for India’s renewable energy sector.
“Some of the issues of dealing with the federal government can be handled by only the local partners,” Sighal explained, as quoted by Bloomberg. “Foreign investors cannot take that call solo.”
India’s renewable power capacity has grown enormously over the past decade, from less than 20 GW in solar farms to over 96 GW of solar, wind, biomass, and small hydropower. With utility-scale hydropower plants, renewable capacity stands at 142 GW or 37 percent of India’s total power capacity.
At the same time, India accounts for 9 percent of emerging market electricity demand and as much as 20 percent of expected demand growth.
“While fossil fuel demand might again increase in the near-term to meet latent electricity demand, India has demonstrated how a double leapfrog — connecting nearly all households to electricity and its renewable energy rollout — can be driven with policy priorities and market design,” a report by Carbon Tracker and the Council on Energy, Environment and Water said earlier this year.
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