地缘政治正在重新定义全球能源市场
一些人猜测，这可能标志着欧洲能源投资的优先顺序发生变化
今年出现了一波金额达数十亿欧元的可再生能源交易
据油价网9月14日报道，到目前为止，地缘政治冲突决定了今年的欧洲能源市场。汽油价格飙升，加剧了通货膨胀。组织机构、消费者和政府的反应可能标志着欧洲能源变革的开始。可再生能源是欧洲能源市场的发展方向吗?
政策制定者知道他们必须在发展可再生能源方面迅速采取行动，但参与交易的利益攸关者已经意识到发展可再生能源的益处。可再生能源交易在去年崭露头角，比如法国Engie能源集团和法国农业信贷银行以22亿欧元收购西班牙可再生能源生产商Eolia。
这一趋势一直延续到2022年，尽管今年的大部分时间都是宏观经济动荡的特征。事实上，今年上半年欧洲、中东和非洲地区（EMEA）最大的五笔能源交易中，有三笔都属于可再生能源领域。
丹麦电力巨头沃旭能源公司（Ørsted）以36亿欧元的价格，向法国金融巨头安盛集团（Axa）和法国农业信贷银行出售了英国海上风力发电场50%的股份。今年春天，私募股权巨头KKR忙于两笔大型交易：以26亿欧元收购法国生物能源公司Albioma，以及以55亿欧元收购英国电力服务公司ContourGlobal。
在更广阔的EMEA地区也有大量的交易：尼日利亚的Seplat公司以14亿欧元收购了埃克森美孚公司在当地的近海浅水业务——尼日利亚美孚生产公司，阿布扎比国家石油公司和阿布扎比国家能源公司以12亿欧元收购了阿拉伯联合酋长国可再生能源运营商Masdar的67%股份。
对绿色能源投资的需求早就很明显，这个市场正在迅速成熟。欧洲致力于实现净零排放的目标，资金赞助商的活动表明，他们对可再生能源的增长抱有高度信心。欧洲最近决定将天然气和核能定义为欧盟的清洁能源，这可能会让人们对这些资产产生更大的兴趣。由于地缘政治冲突的爆发，欧洲可再生能源行业并购活动的增加似乎不可避免。
李峻 编译自 油价网
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 Ørsted 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.
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