πŸ”‹Energy Transition
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κ·Έλ¦°μ—λ„ˆμ§€ 곡뢀 λ…ΈνŠΈ

ν•΄λ‹Ή μ±„λ„μ˜ κ²Œμ‹œλ¬Όμ€ λ‹¨μˆœ 의견 및 κΈ°λ‘μš©λ„μ΄κ³  맀수/맀도 λ“± 투자ꢌ유λ₯Ό μ˜λ―Έν•˜μ§€ μ•ŠμŠ΅λ‹ˆλ‹€. ν•΄λ‹Ή κ²Œμ‹œλ¬Όμ˜ λ‚΄μš©μ€ λΆ€μ •ν™•ν•  수 있으며 맀맀에 λ”°λ₯Έ 손싀은 거래 λ‹Ήμ‚¬μžμ˜ μ±…μž„μž…λ‹ˆλ‹€. ν•΄λ‹Ή κ²Œμ‹œλ¬Όμ˜ λ‚΄μš©μ€ μ–΄λ–€ κ²½μš°μ—λ„ 법적 근거둜 μ‚¬μš©λ  수 μ—†μŠ΅λ‹ˆλ‹€.
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πŸ”‹Energy Transition
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πŸ”‹Energy Transition
Vestas 4λΆ„κΈ° 싀적이 κΈ°λŒ€λ˜λŠ” 이유
1) 풍λ ₯μ‚°μ—… μƒμ €ν•˜κ³  싀적 νλ¦„μœΌλ‘œ 4λΆ„κΈ° ν‘μžμ „ν™˜ 전망
2) μ‹ κ·œμˆ˜μ£Ό λ°˜λ“±. 정상 μ—…ν™©μ΄λ˜ 2020λ…„μ˜ 뢄기평균 수주 4.4GW에 λͺ»λ―ΈμΉ˜μ§€λ§Œ λ°˜λ“±μ—λŠ” 성곡
3) 2023λ…„ 수주 λ°˜λ“± κ°€λŠ₯μ„± 및 ν‘μžμ „ν™˜. 3Q22 μ‹€μ λ°œν‘œνšŒλΆ€ν„° 긍정적인 ν†€μœΌλ‘œ λ°”λ€œ, 졜근 μˆ˜μ£Όλ°›μ€ λ¬ΌλŸ‰μ˜ ASP κ³ λ €ν•˜λ©΄ 흑전 κ°€λŠ₯

# Vestas μ‹ κ·œμˆ˜μ£Ό 좔이

4Q21 2,011MW
1Q22 2,948MW
2Q22 2,153MW
3Q22 1,895MW
4Q22 3,366MW

2019λ…„ 17,877MW
2020λ…„ 17,249MW
2021λ…„ 13,896MW
2022λ…„ 10,362MW
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πŸ”‹Energy Transition
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πŸ”‹Energy Transition
# 쀑ꡭ 2023λ…„ νƒœμ–‘κ΄‘, 풍λ ₯ μ„€μΉ˜ λͺ©ν‘œ

NEA에 λ”°λ₯΄λ©΄ '23λ…„ νƒœμ–‘κ΄‘, 풍λ ₯ ν•©μ‚° μ„€μΉ˜λŸ‰μ€ 160GW둜 μ „λ…„λŒ€λΉ„ 33%μ„±μž₯ λͺ©ν‘œ('22λ…„ 120GW)

γ„΄ 2022λ…„ 11μ›” λˆ„μ  μ„€μΉ˜λŸ‰ Vs. μ‹œμž₯ μ „λ§μΉ˜(BNEF, GWEC κΈ°μ€€)
νƒœμ–‘κ΄‘ 65.7GW Vs. 99GW
풍λ ₯ 22.5GW Vs. 46GW

γ„΄ 쀑ꡭ μ„€μΉ˜ λͺ©ν‘œ
'22λ…„ 120GW (νƒœμ–‘κ΄‘ 90GW, 풍λ ₯ 30GW μΆ”μ •)
'23λ…„ 160GW (νƒœμ–‘κ΄‘ 110GW, 풍λ ₯ 50GW μΆ”μ •)

γ„΄ BNEF κΈ°μ€€ νƒœμ–‘κ΄‘ μˆ˜μš” 증뢄
'22λ…„: κΈ€λ‘œλ²Œ +69GW(+38%), 쀑ꡭ +30GW, λ―Έκ΅­ -1GW, 유럽 +8GW
'23λ…„: κΈ€λ‘œλ²Œ +42GW(+17%), 쀑ꡭ +9GW, λ―Έκ΅­ +6GW, 유럽 +6GW

쀑ꡭ νƒœμ–‘κ΄‘ μˆ˜μš”κ°€ 12월에 집쀑돼 μ‹œμž₯ κΈ°λŒ€μΉ˜ λΆ€ν•© κ°€λŠ₯. ν•˜μ§€λ§Œ μ€‘κ΅­μ˜ μˆ˜μš” μ¦κ°€μœ¨ λ‘”ν™”, μ œν’ˆκ°€κ²© 급락, 쀑ꡭ 수좜 κ°μ†Œ κ°μ•ˆν•˜λ©΄ 쀑ꡭ μ™Έ μ‹œμž₯μ—μ„œ νƒœμ–‘κ΄‘ μ œν’ˆ κ³΅κΈ‰κ³Όμž‰μ€ 심화될 전망

계속 κ³ λ―Ό 쀑인 건 생각보닀 νƒœμ–‘κ΄‘ μ—…μŠ€νŠΈλ¦Ό μ œν’ˆ 가격이 λΉ λ₯΄κ²Œ ν•˜λ½ 쀑. κΈ°μ‘΄ μ €μ˜ 전망은 νƒœμ–‘κ΄‘ μ—…μŠ€νŠΈλ¦Ό μ œν’ˆ 약보합에도 λΆˆκ΅¬ν•˜κ³  λͺ¨λ“ˆ κ³΅κΈ‰κ³Όμž‰μœΌλ‘œ λͺ¨λ“ˆμ—…체듀 λ§ˆμ§„μœ¨ 피크아웃 μš°λ €λ˜λ‹ˆ μ§€κΈˆ μ£Όκ°€ λ ˆλ²¨μ—μ„œλŠ” λΉ„μ€‘μΆ•μ†Œ. μ•„μ§κΉŒμ§€ 의견이 달라진건 μ—†μŒ. 1λΆ„κΈ°μ—λŠ” μ„€μΉ˜κ°€ λΆ€μ§„ν• νƒœλ‹ˆ 2λΆ„κΈ° μ§‘μž…ν•˜λŠ” μ‹œμ μ— λͺ¨λ“ˆκ°€κ²© ν•˜λ½μ΄ κΈ€λ‘œλ²Œ μˆ˜μš”μ— λ―ΈμΉ˜λŠ” 영ν–₯을 확인해봐야 '23λ…„ λ°©ν–₯μ„± μž‘μ„μˆ˜ μžˆμ„ λ“―. 웨이퍼λ₯Ό μ€‘κ΅­μ—μ„œ 사와 λͺ¨λ“ˆμ„ λ§Œλ“œλŠ” κ΅­λ‚΄ κΈ°μ—… 투자의견 λ‹€μ‹œ 상ν–₯ κ°€λŠ₯μ„± 점검 ν•„μš”

https://www.pv-magazine.com/2023/01/03/china-aims-to-add-160-gw-of-wind-solar-in-2023/
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πŸ”‹Energy Transition
That emphasis on the broader context means it’ll be easier to justify projects such as high voltage transmission lines, which are needed to connect distant renewable power generation to cities where most electricity is needed

The guidelines also advise agencies to consider the full life-cycle emissions from fossil fuel infrastructure like pipelines or power plants that can be active for decades

https://www.reuters.com/legal/litigation/new-climate-review-guidelines-take-big-picture-look-renewable-energy-projects-2023-01-06/
Reuters
New climate review guidelines take big-picture look at renewable energy projects
White House guidance released Friday telling agencies how to weigh climate change when permitting major infrastructure could help streamline environmental reviews for in-demand projects such as transmission lines and could make approvals for renewable energy…
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πŸ”‹Energy Transition
γ€Žλ² μŠ€νƒ€μŠ€(VWS.DC) – 4λΆ„κΈ° 싀적이 κΈ°λŒ€λ˜λŠ” μ΄μœ γ€
κΈ€λ‘œλ²Œμ£Όμ‹νŒ€ ν•¨ν˜•λ„ ☎️ 02-3772-4452

- 2023λ…„ 풍λ ₯ 발주 μ •μƒν™”λ‘œ ν„°λΉˆμ‚¬ μˆ˜μ£Όμž”κ³  λ°˜λ“± 전망
- 4Q22 μ‹ κ·œμˆ˜μ£Ό μ „λ…„ 동기 λŒ€λΉ„ μ΅œμ†Œ +18% μ„±μž₯
- μƒμ €ν•˜κ³ μ˜ 싀적, 2023λ…„ κ°€μ΄λ˜μŠ€ 확인 ν•„μš”

β€» 원문 확인: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=311589
μœ„ λ‚΄μš©μ€ 2023λ…„ 1μ›” 10일 7μ‹œ 32λΆ„ ν˜„μž¬ μ‘°μ‚¬λΆ„μ„μžλ£Œ κ³΅ν‘œ 승인이 이뀄진 λ‚΄μš©μž…λ‹ˆλ‹€.
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πŸ”‹Energy Transition
Forwarded from πŸ€ E&G Story : Design Your Lifeβ˜€οΈ
μ‹ ν•œκΈˆμœ΅νˆ¬μž_VPP_20220325094811.pdf
6.4 MB
였늘 λ‰΄μŠ€κ°€ λ‚˜μ˜€λ©΄μ„œ, VPP에 λŒ€ν•œ 관심이 λœ¨κ²λ„€μš”.

이미 VPPλŠ” κ΅­λ‚΄μ—μ„œλ„ λ§Žμ€ 고민듀을 ν•˜κ³  μžˆλŠ” 뢄야이고, 쀑견 κΈ°μ—…λ“€κ³Ό μŠ€νƒ€νŠΈμ—…λ“€λ„ λ§Žμ€ μ°Έμ—¬λ₯Ό ν•˜κ³  μžˆμŠ΅λ‹ˆλ‹€.

ν™•κ³ ν•œ 경쟁λ ₯을 가진 #μ‹μŠ€ν‹°ν—€λ₯΄μΈ  λΌλŠ” 곳도 μžˆκ΅¬μš”.

VPPκ°€ λ­”κ°€ ν•˜λŠ” 뢄듀을 μœ„ν•΄μ„œ, 1λ…„ μ „ μ‹ ν•œκΈˆνˆ¬μ˜ ν•¨ν˜•λ„ μœ„μ›μ΄ μž‘μ„±ν–ˆλ˜ VPP 레포트 곡유 λ“œλ¦½λ‹ˆλ‹€.
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πŸ”‹Energy Transition
https://www.globenewswire.com/news-release/2023/01/10/2586667/13041/en/Broadwind-Announces-Transformational-Two-Year-175-Million-Wind-Tower-Order-With-Global-Wind-Turbine-Manufacturer.html
GlobeNewswire News Room
Broadwind Announces Transformational Two-Year, $175 Million Wind Tower Order With Global Wind Turbine Manufacturer
CICERO, Ill., Jan. 10, 2023 (GLOBE NEWSWIRE) -- Broadwind (NASDAQ: BWEN, or the β€œCompany”), a diversified precision manufacturer of specialized...
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πŸ”‹Energy Transition
γ€Žμ‹ ν•œ 속보; λ―Έκ΅­ IRA μ •μ±… 효과둜 풍λ ₯νƒ€μ›Œ 발주 급증』
κΈ€λ‘œλ²Œμ£Όμ‹νŒ€ ν•¨ν˜•λ„ ☎ 02-3772-4452

- λ―Έκ΅­ 풍λ ₯νƒ€μ›Œ μ œμ‘°μ—…μ²΄μΈ Broadwind (BWEN.US) 175λ°±λ§Œλ‹¬λŸ¬ 수주 λ°œν‘œ
- 2023~2024λ…„ νƒ€μ›Œ Capa의 50% 규λͺ¨μ΄λ©° 2020λ…„ 전사 맀좜 146λ°±λ§Œλ‹¬λŸ¬ μƒνšŒ
- λ―Έκ΅­ 풍λ ₯ 기업듀은 λ‹€λ…„κ°„μ˜ μˆ˜μš” 뢀진과 원가 μƒμŠΉμœΌλ‘œ λΆ€μ§„ν•œ 싀적을 μ΄μ–΄κ°€λŠ” 쀑
- 금번 λ°œμ£ΌλŠ” IRA μ •μ±… νš¨κ³Όκ°€ 반영되기 μ‹œμž‘ν–ˆμŒμ„ μ‹œμ‚¬. λ―Έκ΅­ μ—°κ°„ μ„€μΉ˜ μˆ˜μš”κ°€ 10GWμ—μ„œ 60GW둜 μ„±μž₯ν•  전망
- BWEN의 μˆ˜μ£Όκ°€ λ―Έκ΅­ μˆ˜μš”λ₯Ό μ•½ 12κ°œμ›” μ„ ν–‰ν•˜λŠ” 점을 κ°μ•ˆ μ‹œ λ―Έκ΅­ μ‹œμž₯은 2023λ…„ 말뢀터 본격적으둜 μ„±μž₯ν•  전망

β€» 원문 확인: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=311671
μœ„ λ‚΄μš©μ€ 2023λ…„ 1μ›” 12일 7μ‹œ 53λΆ„ ν˜„μž¬ μ‘°μ‚¬λΆ„μ„μžλ£Œ κ³΅ν‘œ 승인이 이뀄진 λ‚΄μš©μž…λ‹ˆλ‹€.
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πŸ”‹Energy Transition
https://seekingalpha.com/news/3924633-biden-administration-seeks-to-streamline-offshore-wind-regulations?mailingid=30249467&messageid=2900&serial=30249467.5305&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=30249467.5305
Seeking Alpha
Biden administration seeks to streamline offshore wind regulations
The U.S. Department of the Interior said this week it will publish proposed rules that would simplify regulations for clean energy development on the Outer Continental Shelf.
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πŸ”‹Energy Transition
Forwarded from πŸ€ E&G Story : Design Your Lifeβ˜€οΈ
https://mp.weixin.qq.com/s/V-ZDviUt4HcoMHSRiXhxIA

LONGi 웨이퍼 100GW μ…€ 50GW 증섀

23년말 κΈ°μ€€
웨이퍼 250GW, μ…€ 110GW, λͺ¨λ“ˆ 85GW 보유 μ˜ˆμ •

λ¬΄μ„­λ„€μš” LONGi
Weixin Official Accounts Platform
100GW瑅片+50GWη”΅ζ± οΌιš†εŸΊε€§ζ‰‹η¬”ζ‰©δΊ§
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πŸ”‹Energy Transition
Microsoft, ν•œν™”μ†”λ£¨μ…˜κ³Ό 2.5GW λͺ¨λ“ˆ 계약. λ―Έκ΅­ 곡μž₯μ—μ„œ μƒμ‚°λ˜λŠ” μ œν’ˆ

https://www.datacenterdynamics.com/en/news/microsoft-teams-with-south-koreas-qcells-to-source-up-to-25gw-of-solar-panels-in-the-us/
Datacenterdynamics
Microsoft teams with South Korea's Qcells to source up to 2.5GW of solar panels in the US
Ensuring a supply chain for Microsoft power purchase agreements, and meeting Biden's goals for solar manufacturing
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πŸ”‹Energy Transition
https://www.chargepoint.com/about/news/chargepoint-and-stem-accelerate-deployment-ev-charging-and-battery-storage-solutions-dc
ChargePoint
ChargePoint and Stem to accelerate deployment of EV charging and battery storage solutions for DC fast charging | ChargePoint
442 views
πŸ”‹Energy Transition
https://seekingalpha.com/news/3932716-linde-reports-mixed-q4-earnings-initiates-q1-and-fy23-eps-guidance?mailingid=30476139&messageid=2900&serial=30476139.1493&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=30476139.1493
Seeking Alpha
Linde reports mixed Q4 earnings; initiates Q1 and FY23 EPS guidance
Linde press release (LIN): Q4 Non-GAAP EPS of $3.16 beats by $0.27.Revenue of $7.9B (-4.8% Y/Y) misses by $590M.Adjusted operating profit margin 25.3%, up 310 basis points.Total...
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πŸ”‹Energy Transition
https://www.businesswire.com/news/home/20230206005394/en/SolarEdge-Launches-its-First-Battery-Virtual-Power-Plant-Supporting-Great-Britain%E2%80%99s-National-Grid-ESO-Demand-Flexibility-Service
BusinessWire
SolarEdge Launches its First Battery Virtual Power Plant Supporting Great Britain’s National Grid ESO Demand Flexibility Service
SolarEdge today announced the launch of its first Battery Virtual Power Plant supporting Great Britain’s National Grid ESO Demand Flexibility Service
598 views
πŸ”‹Energy Transition
γ€Žμ†”λΌμ—£μ§€(SEDG.US); 2023년에도 유럽 μ£Όνƒμš© νƒœμ–‘κ΄‘ μ„±μž₯』
κΈ€λ‘œλ²Œμ£Όμ‹νŒ€ ν•¨ν˜•λ„ ☎ 02-3772-4452

- 4Q22 Re. μ—­λŒ€ μ΅œλŒ€ νŒλ§€λŸ‰ 기둝
- λ―Έκ΅­ μ£Όνƒμš© μˆ˜μš” λΆˆν™•μ‹€μ„± vs. λ―Έκ΅­ 곡μž₯ 투자
- 2023λ…„ 유럽 νƒœμ–‘κ΄‘+BESS μ‹œμž₯ 본격화

β€» 원문 확인: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=312708
μœ„ λ‚΄μš©μ€ 2023λ…„ 2μ›” 15일 7μ‹œ 40λΆ„ ν˜„μž¬ μ‘°μ‚¬λΆ„μ„μžλ£Œ κ³΅ν‘œ 승인이 이뀄진 λ‚΄μš©μž…λ‹ˆλ‹€.
530 views
πŸ”‹Energy Transition
https://www.globenewswire.com/news-release/2023/02/16/2609389/0/en/FuelCell-Energy-to-Collaborate-with-MHB-to-Deliver-Solid-Oxide-Electrolyzers-for-Large-Scale-Green-Hydrogen-Production.html
GlobeNewswire News Room
FuelCell Energy to Collaborate with MHB to Deliver Solid Oxide Electrolyzers for Large-Scale Green Hydrogen Production
DANBURY, Conn. and KUALA LUMPUR, Malaysia, Feb. 16, 2023 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc., (Nasdaq: FCEL) and Malaysia Marine and Heavy...
689 views
πŸ”‹Energy Transition
(μ½”μŠ€λ‹₯)μ œλ£‘μ „κΈ° - λ‹¨μΌνŒλ§€γ†κ³΅κΈ‰κ³„μ•½μ²΄κ²° http://dart.fss.or.kr/api/link.jsp?rcpNo=20230220900335
2023-02-20
581 views
πŸ”‹Energy Transition
γ€ŽTPI컴포지츠(TPIC.US); λ―Έκ΅­ 풍λ ₯ λΈ”λ ˆμ΄λ“œ 곡μž₯ μž¬κ°€λ™ μž„λ°•γ€
κΈ€λ‘œλ²Œμ£Όμ‹νŒ€ ν•¨ν˜•λ„ ☎ 02-3772-4452

- 4Q22 Re. μ œν’ˆλ―ΉμŠ€ κ°œμ„ μœΌλ‘œ ASP μƒμŠΉ
- GE와 λ―Έκ΅­ μ•„μ΄μ˜€μ™€ 곡μž₯ μž¬κ°€λ™ μž„λ°•
- 이유 μžˆλŠ” 곡μž₯ 투자, 2023λ…„ λ―Έκ΅­ 수주 ν„΄μ–΄λΌμš΄λ“œ 전망

β€» 원문 확인: http://bbs2.shinhaninvest.com/board/message/file.do?attachmentId=313001
μœ„ λ‚΄μš©μ€ 2023λ…„ 2μ›” 24일 7μ‹œ 40λΆ„ ν˜„μž¬ μ‘°μ‚¬λΆ„μ„μžλ£Œ κ³΅ν‘œ 승인이 이뀄진 λ‚΄μš©μž…λ‹ˆλ‹€.
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πŸ”‹Energy Transition
λ² μŠ€νƒ€μŠ€ ν•œκ΅­ 해상풍λ ₯ 600mw. 15mwν„°λΉˆ 40개 곡급 및 20λ…„ μœ μ§€λ³΄μˆ˜ 계약

https://news.cision.com/vestas-wind-systems-a-s/r/vestas-selected-as-preferred-supplier-for-the-600-mw-wando-geumil-offshore-wind-project-in-south-kor,c3725747
News Powered by Cision
Vestas selected as preferred supplier for the 600 MW Wando Geumil offshore wind project in South Korea
News release from Vestas Asia Pacific
Singapore, 1 March 2023

The offshore wind industry
904 views