地緣政治正在重新定義全球能源市場  

一些人猜測，這可能標(biāo)志著歐洲能源投資的優(yōu)先順序發(fā)生變化  

今年出現(xiàn)了一波金額達(dá)數(shù)十億歐元的可再生能源交易  

據(jù)油價網(wǎng)9月14日報道，到目前為止，地緣政治沖突決定了今年的歐洲能源市場。汽油價格飆升，加劇了通貨膨脹。組織機構(gòu)、消費者和政府的反應(yīng)可能標(biāo)志著歐洲能源變革的開始?？稍偕茉词菤W洲能源市場的發(fā)展方向嗎?  

政策制定者知道他們必須在發(fā)展可再生能源方面迅速采取行動，但參與交易的利益攸關(guān)者已經(jīng)意識到發(fā)展可再生能源的益處?？稍偕茉唇灰自谌ツ陯渎额^角，比如法國Engie能源集團和法國農(nóng)業(yè)信貸銀行以22億歐元收購西班牙可再生能源生產(chǎn)商Eolia。 

這一趨勢一直延續(xù)到2022年，盡管今年的大部分時間都是宏觀經(jīng)濟動蕩的特征。事實上，今年上半年歐洲、中東和非洲地區(qū)（EMEA）最大的五筆能源交易中，有三筆都屬于可再生能源領(lǐng)域。 

丹麥電力巨頭沃旭能源公司（?rsted）以36億歐元的價格，向法國金融巨頭安盛集團（Axa）和法國農(nóng)業(yè)信貸銀行出售了英國海上風(fēng)力發(fā)電場50%的股份。今年春天，私募股權(quán)巨頭KKR忙于兩筆大型交易：以26億歐元收購法國生物能源公司Albioma，以及以55億歐元收購英國電力服務(wù)公司ContourGlobal。  

在更廣闊的EMEA地區(qū)也有大量的交易：尼日利亞的Seplat公司以14億歐元收購了?？松梨诠驹诋?dāng)?shù)氐慕\水業(yè)務(wù)——尼日利亞美孚生產(chǎn)公司，阿布扎比國家石油公司和阿布扎比國家能源公司以12億歐元收購了阿拉伯聯(lián)合酋長國可再生能源運營商Masdar的67%股份。

對綠色能源投資的需求早就很明顯，這個市場正在迅速成熟。歐洲致力于實現(xiàn)凈零排放的目標(biāo)，資金贊助商的活動表明，他們對可再生能源的增長抱有高度信心。歐洲最近決定將天然氣和核能定義為歐盟的清潔能源，這可能會讓人們對這些資產(chǎn)產(chǎn)生更大的興趣。由于地緣政治沖突的爆發(fā)，歐洲可再生能源行業(yè)并購活動的增加似乎不可避免。 

李峻 編譯自 油價網(wǎng)

原文如下：

Europe Sees Wave Of Multi-Billion-Euro Renewable Energy Investments

·     The war is redefining global energy markets. 

·     Some are speculating that this could mark a shift in how Europe prioritizes its energy investments.

·    2022 has seen a wave of multi-billion-euro renewable energy deals.

In European energy, the war has defined the market so far in 2022. Gas prices have soared, exacerbating inflation. How organizations, consumers, and governments respond could mark the beginning of an evolution in European energy. Is renewables the way forward for Europe?

Policymakers know they must move swiftly on renewables, but dealmakers are already aware of the benefits. Renewables deals came to the fore last year, such as when Engie and Crédit Agricole bought Spanish renewable power producer Eolia for €2.2bn.

The trend has carried into 2022, despite the macroeconomic turmoil that has characterized much of this year. In fact, three of the five biggest EMEA energy deals in H1 fell into the renewables sphere.

Danish power company ?rsted sold a 50% stake in a UK offshore wind farm to French financial giants Axa and Crédit Agricole for €3.6bn. And PE giant KKR was busy with two mega-deals this past Spring: the acquisitions of France’s Albioma for €2.6bn and Britain’s ContourGlobal for €5.5bn.  

There were also sizable deals in the wider EMEA region: Nigeria’s Seplat acquired Exxon Mobil’s local offshore shallow water business, Mobil Producing Nigeria, for €1.4bn and Abu Dhabi National Oil Company and Abu Dhabi National Energy Company bought a 67% stake in United Arab Emirates renewables operator Masdar for €1.2bn.

The need for green energy investment has long been evident, and the market is swiftly maturing. Europe is committed to its net zero targets and the activity of financial sponsors shows they have high conviction in the growth of renewables. And Europe’s recent decision to define natural gas and nuclear as clean energy sources under the EU taxonomy is likely to see greater interest in these assets. Accelerated by the war, increasing M&A activity in Europe’s renewables sector seems inevitable.