本报告由荷兰国家科学研究组织能源与材料转型部门的能源转型研究 (ETS) 部门编写。ETS 的主要作者是 Leonard Eblé 和 Marcel Weeda。本报告受益于荷兰国家科学研究组织同事 Lennart van der Burg、Sebastiaan Hers、Carina Oliveira Machado dos Santos 和 Evie Cox 的审阅贡献。以下人员为改进报告质量提供了进一步的有用反馈:Douwe Roest(经济事务和气候政策部);Samira Farahani(NLHydrogen)、Remko Ybema(HyCC)、Daniel Leliefeld(Shell)、Timme van Melle(EBN)、Joost ten Hoonte(Uniper)、Menno van Liere(Engie)和 Eric van Herel(Air Products),他们都通过荷兰氢能协会 NLHydrogen 提供了反馈。本报告中描述的研究由经济事务和气候政策部气候司的能源转型研究计划 (OPETS) 资助,旨在为能源政策提供知识。如果没有以下各方的贡献和数据,该项目就不可能实现:液化空气集团;空气产品公司;英国石油公司;Eneco;Engie;Hygro;HyCC;Orsted;RWE;壳牌;塔塔;Uniper;Vattenfall;VoltH2。
资料来源:截至 2023 年 2 月 9 日的 FactSet。注:亚太 RNW 指数包括 ACEN、Azure Power Global、BCPG、B.Grimm Power、中国大唐集团可再生能源、中国三峡可再生能源、Energy Absolute、Mega First Corp、NHPC、ReNew Energy 和 RENOVA。亚太多元化公用事业指数包括 AboitizPower、AGL、CK Power、Electricity Generating Public、Global Power Synergy、华能国际电力、Malakoff、Ratch Group、Sembcorp Industries、Tata Power 和 Tenaga Nasional。欧盟/美洲 RNW 指数包括 Acciona Engergias、Boralex、EDP Renovaveris、Enel、ENGIE、Iberdrola、Neoen、Northland Power、Orsted、RWE、Scatec 和 Solaria Energia。注:未来十二个月(“NTM”)。过去十二个月(“LTM”)。上一月(“L1M”)。基于公司公布的调整后 EBITDA 的上一完整财年(“LFY”)。基于 FactSet 的当前未报告财年(“CFY”)。“NM”表示当 EV/EBITDA > 50x 时无意义。“NA”表示不可用。1. 计算为净债务与企业价值之间的比率。野村与本文提及的任何第三方均无关联、附属、授权、赞助或认可。所有第三方名称、标记和徽标均为其各自所有者的商标™或注册®商标。
EUR未偿还的OAS资助的排放气候SLB /SLGB发行人姓名优惠券成熟日期日期竞标日期bid buttity buttation oas出价 /持续时间范围1范围2范围2范围1+2 ITR var var downect?A2A SPA 400,000,000 1.000 16/07/2029 4.13 6.1 112.0 18.4 9.7 6.7 16.4 3.6 -19.4% Yes E ON 750,000,000 0.875 08/01/2025 3.61 1.8 19.3 10.7 3.6 6.6 10.2 2 -28.2% No E ON 850,000,000 1.250 19/10/2027 3.26 4.4 15.9 3.6 3.6 6.6 10.2 2 -28.2% No ENGIE SA 480,100,000 0.875 27/03/2024 3.60 1.0 37.9 39.9 9.7 6.7 16.4 1.8 -26.9% No ENGIE SA 750,000,000 2.125 30/03/2032 3.76 8.2 72.9 8.9 3.6 6.6 10.2 1.8 -26.9% No FAURECIA SE 400,000,000 2.375 15/06/2029 6.15 5.7 310.7 54.8 3.9 6.9 10.8 1.6 -8.5% No IBERDROLA 750,000,000 3.125 22/11/2028 3.36 5.2 28.1 5.4 3.4 6.3 9.7 1.4 -11.4% No KONINKLIJKE PHILIPS NV 750,000,000 0.500 22/05/2026 3.74 3.1 49.7 16.2 1.2 0.1 1.3 2.9 -11.3% No KONINKLIJKE PHILIPS NV 650,000,000 2.125 05/11/2029 3.88 6.1 86.3 14.1 1.2 0.1 1.3 2.9 -11.3% No ORSTED A/S 600,000,000 2.250 14/06/2028 3.48 4.9 40.5 8.3 3.4 6.3 9.7 1.8 -4.3% No POSTNL NV 300,000,000 0.625 23/09/2026 4.06 3.4 86.2 25.4 2.7 6.2 8.9 1.3 -12.4% No PROLOGIS 550,000,000 0.375 06/02/2028 4.15 4.8 107.6 22.4 2.8 6.2 9.0 1.3 -4.1% No RWE AG 1,000,000,000 2.125 24/05/2026 3.61 3.0 33.7 11.3 3.4 6.3 9.7 1.9 -43.0% No SEGRO CAPITAL SARL 650,000,000 1.250 23/03/2026 5.28 2.9 200.0 68.9 1.0 5.7 6.7 1.6 -5.5% No UNIBAIL-RODAMCO 643,748,000 2.500 26/02/2024 3.90 0.9 45.7 52.5 1.0 5.7 6.7 1.6 -4.0% No UPM -KYMMENE OYJ 750,000 0.125 19/11/2028 3.59 5.6 55.5 9.9 20.3 6.3 6.3 26.6 26.6 2.2 -2.8%no UPM -KYMMENE OYJ 500,000,000,000,000 2.250 2.250 23/05/2029 3.73 3.73 3.73 5.7 69.2 12.1 98.2 12.1 98.6 102.8 201.8 201.8 201.8 201.8%2.2-2.8%2.2-8%2-2.8%2-2.8%2-2.8%2 -2-8%2 -2-8%2 -2-8%2 -2-8%2 -2-8%2 -2-8%2 -2-8%2 -2-8%2 -2-8%2 -2-8%2 -2 -8%2 -2-8%fin。 1,250,000,000 0.875 22/09/2028 3.92 5.3 89.9 17.0 3.9 6.9 10.8 3.4 -11.2%否
Rank Producer Name TWh Rank Producer Name TWh Rank Producer Name TWh Rank Producer Name TWh 1 NextEra Energy 228.5 26 PSEG 32.1 51 NE Public Pow er District 14.7 76 Osaka Gas 10.1 2 Duke 218.0 27 The Carlyle Group 31.5 52 RWE Group 14.5 77 CPP Investments 10.0 3 Constellation 199.1 28 Salt River Project 29.2 53 Low er CO River Authority 13.9 78 East Kentucky Pow er Coop 10.0 4 Southern 183.4 29 PG&E 28.9 54 Portland General Electric 13.8 79 Beal Bank 9.8 5 Vistra Energy 161.5 30 Oglethorpe 28.0 55 OGE 13.6 80 El Paso Electric 9.5 6 Tennessee Valley Authority 136.6 31 Pinnacle West 27.5 56 Buckeye Pow er 13.5 81 PUD No 1 of Chelan County 9.5 7 Berkshire Hathaw ay Energy 129.9 32 New York Pow er Authority 26.9 57 NextEra Energy Partners 13.0 82 Omaha Public Pow er District 9.3 8 Entergy 115.5 33 CPS Energy 26.0 58 Dow Chemical 12.5 83 Austin Energy 9.3 9 Dominion 112.5 34 Invenergy 25.2 59 Exxon Mobil 12.5 84 Brookfield Renew able Partners 9.2 10 Energy Capital Partners 108.4 35 Alliant Energy 25.2 60 IDACORP 12.0 85 JEA 9.0 11 AEP 79.2 36 Associated Electric Coop 24.6 61 Orsted 11.9 86 Brookfield 8.9 12 Xcel 74.9 37 Avangrid 22.6 62 Fortis 11.8 87 Los Angeles City 8.9 13 US Corps of Engineers 69.3 38 AES 22.3 63 Algonquin Pow er 11.7 88 Tri-State 8.8 14 ArcLight Capital 46.4 39 Ares 21.6 64 Edison International 11.5 89 Clearw ay Energy 8.6 15 Energy Harbor 44.9 40 CLECO 20.3 65 Capital Pow er 11.5 90 South Field Energy 8.5 16 NRG 44.8 41 Basin Electric Pow er Coop 19.6 66 ALLETE 11.2 91 Rainbow Energy Center 8.4 17 DTE Energy 40.1 42 ENEL 19.5 67 Puget Holdings 11.1 92美国市政权力ER 8.3 18 Evergy 37.9 43 Emera 19.4 68 Conedison 10.8 93 Argo Infrastructure Partners 8.3 19 Ameren 37.8 44 Santee Cooper 18.8 69 69 69 69 Minicipal Elec。auth。of GA 10.8 94 ENGIE 8.3 20 Riverstone 36.2 45 Starw ood Energy 18.4 70 Occidental 10.7 95 NiSource 8.2 21 LS Pow er 35.4 46 EDF 18.4 71 Arkansas Electric Coop 10.6 96 Avista 8.1 22 US Bureau of Reclamation 35.2 47 FirstEnergy 17.9 72 John Hancock 10.3 97 Brazos Electric Pow er Coop 7.9 23 WEC Energy Group 33.0 48黑石集团17.3 73 Seminole Electric Coop 10.2 98 PNM资源7.7 24 PPL 32.8 49 EDP 15.5 74 Grant County 10.2 99 NC公共Pow ER 7.1 25 CMS Energe 32.4 50 tenaska 15.2 75 Encorm northw es
