对能源安全的担忧助长了可再生能源的繁荣

到2022年迄今为止，化石燃料类股大幅上涨，而可再生能源类股则受到拖累，因为投资者避开成长型股，青睐价值型公司。

尽管存在这种趋势，可再生能源行业仍在强劲增长，并将受到各国政府确保能源安全的推动。

国际能源署表示，今年欧盟和拉丁美洲可再生能源的增长弥补了美国低于预期的增长。

据油价网5月15日报道，早在2013年，美联储(Federal Reserve)就曾宣布要撤回其宽松货币政策，令市场陷入恐慌。国债收益率飙升，垃圾债券价格下跌，新兴市场股市暴跌，股市波动幅度超出了图表范围，导致华尔街出现了一个新词——“缩减恐慌”。我们目前正经历另一个量化紧缩阶段，美联储在应对40年高位的通胀时大幅加息。这一次，市场相对平稳地避免了全面崩盘。

尽管如此，接近纪录高位的昂贵股市、更高的利率、供应链中断和高通胀，都促使投资者越来越多地避开成长型股票，转而青睐更具防御性价值的公司。

可再生能源行业首当其冲。

2021年，可再生能源类股经历了一个火热的季节，但在2022年却表现不佳。该行业受欢迎的基金iShares Global Clean energy ETF (纳斯达克：ICLN)今年迄今下跌了21.2%，相比之下，化石燃料类基金the energy Select sector SPDR基金(纽交所：ARCAXLE)的涨幅为36.5%。

但不要被清洁能源股的疲弱回报骗了：绿色能源行业正处于健康状态，增长强劲。

事实上，地缘政治冲突已经点燃了该行业的大火，国际能源机构(IEA)预测，可再生能源将在2022年创下新的纪录。

根据国际能源署(IEA)的数据，由于各国政府寻求利用可再生能源的能源安全和气候效益，太阳能、风能和其他可再生能源的发电能力今年将创下新纪录。

能源安全

根据国际能源署最新的可再生能源市场数据，去年，全球电网新增可再生能源装机容量达到创纪录的295千兆瓦，考虑到该行业一直面临的供应链挑战、建设延误和原材料价格高企等问题，这是一个了不起的成就。

今年可再生能源的增长预计将更加惊人，全球新增发电能力预计将达到320吉瓦——或接近欧盟天然气总发电量的水平。预计太阳能光伏将再次领跑，到2022年，该行业将占全球可再生能源增长的60%，其次是风能和水电。今年和明年，全球新增的太阳能光伏发电容量都有望打破新纪录，到2023年，全年的市场容量预计将达到2亿千瓦。

国际能源署执行主任法提赫·比罗尔表示：“近几个月来，能源市场的发展——尤其是在欧洲——再次证明了可再生能源在提高能源安全方面的重要作用，以及它们在减排方面行之有效的效果。减少繁文缛节，加快审批，为可再生能源的更快部署提供适当的激励措施，是政府在应对当今能源安全和市场挑战的同时，保持实现我们的国际气候目标的可能性所能采取的最重要行动。”

为了实现加速采用清洁能源的目标，欧盟将开始允许一些可再生能源项目在一年内获得许可。欧盟委员会将在下周于布鲁塞尔召开的会议上，提出规则，要求各国指定适合可再生能源使用的“首选地区”。

总的来说，国际能源署表示，今年到目前为止，欧盟和拉丁美洲可再生能源的增长已经大大弥补了美国低于预期的增长。

季廷伟 摘译自 油价网

原文如下：

Energy Security Concerns Are Fueling A Renewable Boom

So far in 2022, fossil fuel stocks have seen significant gains while renewable energy stocks have suffered as investors shun growth stocks in favor of value companies.

Despite this trend, the renewable energy sector is enjoying robust growth and will be given a boost by governments looking to ensure energy security.

The IEA says that renewables' growth this year in the European Union, and Latin America, has compensated for slower-than-anticipated growth in the United States.

Back in 2013, an announcement by the Federal Reserve about pulling back on the central bank's easy-money policies sent markets into a tizzy. Treasury bond yields skyrocketed, junk bond prices fell, emerging-markets stocks tumbled, and stock volatility was off the charts leading to the coining of a new phrase on Wall Street, "taper tantrum." We are currently going through another phase of quantitative tightening, with the Fed aggressively hiking interest rates in its fight against a 40-year high in inflation.  This time around, the market is taking things in stride–comparatively–avoiding an all-out meltdown. 

Nevertheless, an expensive stock market that was trading near record highs, higher interest rates, supply chain disruptions, and high inflation have all contributed to investors increasingly shunning growth stocks in favor of more defensive value companies.

Among the first casualties has been the renewable energy sector.

After enduring a torrid season in 2021, renewable energy stocks have continued to underperform in 2022, with the sector's popular benchmark iShares Global Clean Energy ETF (NASDAQ:ICLN) down 21.2% in the year-to-date compared to a 36.5% gain by its fossil fuel equivalent, the Energy Select Sector SPDR Fund (NYSE:ARCAXLE).

But don't let the anemic returns by clean energy stocks fool you: the green energy sector is in the pink of health and enjoying robust growth.

According to the IEA, new capacity for generating electricity from solar, wind, and other renewables is set to hit new records this year as governments seek to take advantage of renewables' energy security and climate benefits.

Energy Security

According to the IEA's latest Renewable Energy Market Update, last year, a record 295 gigawatts of new renewable power capacity was added to the global power grid, a remarkable achievement considering the crippling supply chain challenges, construction delays, and high raw material prices that the industry has been grappling with.

Renewable growth is expected to be even more impressive this year, with global capacity additions expected to clock in at 320 gigawatts - or nearly enough to match the European Union's total electricity generation from natural gas. Solar PV is expected to be in the lead again, with the sector on course to account for 60% of global renewable power growth in 2022, followed by wind and hydropower. Global additions of solar PV capacity are on course to break new records both this year and next, with the annual market expected to reach 200 GW in 2023.

Indeed, the IEA says the additional renewables capacity commissioned for 2022 and 2023 has the potential to significantly reduce the European Union's dependence on Russian gas. about 16 percent of the EU's total power demand is currently met via electricity generation with natural gas, a significant share of which is sourced from Russia. The EU's natural gas-fueled electricity generation annually ranges from 340 TWh to 600 TWh, with Russian gas accounting for 100 TWh to 200 TWh of that.

"Energy market developments in recent months--especially in Europe--have proven once again the essential role of renewables in improving energy security, in addition to their well-established effectiveness at reducing emissions. Cutting red tape, accelerating permitting and providing the right incentives for faster deployment of renewables are some of the most important actions governments can take to address today's energy security and market challenges, while keeping alive the possibility of reaching our international climate goals," IEA Executive Director Fatih Birol has said.

To meet its goal of accelerated adoption of clean energy, the bloc will start allowing some renewable energy projects to receive permits within a year. The European Commission will propose rules requiring countries to designate "go-to areas" of land or sea suitable for renewable energy at next week's meeting in Brussels.

Overall, the IEA says that renewables' growth so far this year in the European Union, and Latin America, has been more than compensating for slower-than-anticipated growth in the United States.