KKey View:
ey View: We continue to see a power rift in the Europe region between east and west although new EU policy signals change. Non-
hydro power renewables will continue to outperform in the west while coal will fall over the next decade with many western markets
pledging total coal phase outs. We continue to expect to see a growing trend in the west in corporate procurement
supplementing renewable capacity growth against policy support. These trends we see encroaching into some CEE markets with
EU carbon taxes is hitting profitability, sentiment changing and new EU policies offering opportunity. However, we maintain that
over the coming decade a number of Central and Eastern European markets will remain reliant on coal-fired power generation
despite increasing pressure on polluting power generation assets. The West-East divide will likely remain a challenge for the
region and we believe EU support and compensation to be a key pre-requisite for driving eastern markets in a faster transition to
renewable energy.
Table of Contents
- Key View
- Industry Risk/Reward Index
- CEE Power RRI: Cautious Decarbonisation Outlook Curbs Rewards On Offer
- NAWE Power RRI: Strong Power Sector Growth Boosts US Rewards
- Industry Trend Analysis
- Offshore Wind To Dominate The UK Renewables Sector
- Quick View: UK Subsidy Reconsiderations Presents Upside To Renewables
- Robust Small And Medium-Scale Solar Capacity Growth Boosts Turkish Solar Outlook
- Corporate PPAs Gaining Traction In Poland
- EU Sustainable Investments Taxonomy Leaves Door Open For Gas And Nuclear
- European Green Deal To Provide Clear-Cut Framework For Infrastructure Investment
- Regional Overview
- NAWE Power Regional Overview: Over 300GW Wind And Solar To Come Online By 2029
- CEE Power Regional Overview: Nuclear Key To Unlocking Decarbonisation In Eastern EU
- Power Glossary
- Power Methodology
