據油價網7月29日消息稱,美國銀行印度分部董事總經理Gaurav Singhal稱,到2030年,印度可再生能源行業的股權投資可能達到1500億美元左右。
彭博社援引Singhal的一份報告稱,這些交易肯定會涉及印度的能源企業。該報告提到軟銀集團將可再生能源業務以35億美元的企業價值出售給阿達尼綠色能源。阿達尼表示,這筆交易將有助于其提前實現 25 吉瓦的可再生能源投資組合目標。
據彭博社和美國銀行的 Singhal 稱,這筆交易的有趣之處在于,阿達尼綠色能源在最后階段加入了軟銀收購SB能源80%股權的潛在買家集團。然而,Singhal 指出,作為一家印度公司,該公司具有優勢,而且其自身資產與SB能源的資產非常接近。
然而,潛在投資者希望與當地公司合作推動印度可再生能源行業發展,還有另一個原因。
彭博社援引Singhal的話說:“與聯邦政府打交道的一些問題只能由當地合作伙伴來處理。外國投資者不能獨自承擔這個任務。”
印度的可再生能源發電能力在過去十年中有了巨大的增長,從太陽能發電廠的不足20吉瓦到太陽能、風能、生物質和小型水電的超過96吉瓦。對于公用事業規模的水電站,可再生能源容量為 142 吉瓦,占印度總發電量的 37%。
與此同時,印度占新興市場電力需求的9%,占預期需求增長的20%。
碳追蹤和能源、環境和水委員會今年早些時候的一份報告稱:“雖然化石燃料的需求可能在短期內再次增加,以滿足潛在的電力需求,但印度已經證明,在政策優先級和市場設計的推動下,可以實現雙重跨越——幾乎所有家庭都將用上電,并推出可再生能源。”
曹海斌 摘譯自 油價網
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.?
免責聲明:本網轉載自其它媒體的文章,目的在于弘揚石化精神,傳遞更多石化信息,并不代表本網贊同其觀點和對其真實性負責,在此我們謹向原作者和原媒體致以敬意。如果您認為本站文章侵犯了您的版權,請與我們聯系,我們將第一時間刪除。