绿电激增反成愁？法国负电价时长超去年发电商收益“蒸发”

智通财经

Jun 30

智通财经APP获悉，法国今年电力价格低于零的累计时长已突破2024年全年总量，这一现象正在削弱发电投资者的收益回报。

根据对欧洲电力交易所(EPEX Spot SE)数据的分析，截至当地时间周一早间，这个欧洲第二大电力市场今年已出现363小时的负电价。德国、西班牙等周边市场同期也创下季节性纪录。

随着可再生能源发电量激增，负电价现象正在欧洲地区愈发频繁地出现。虽然这对众多电力消费者而言是个好消息，却使投资者收益大幅缩水。随着能源转型进程加速，电网运营商亟需应对剧烈波动的电力供应对市场造成的冲击。

BloombergNEF电力分析师Mbongeni Dube表示：“可以预见的是，随着装机容量持续增长，今年夏季太阳能发电量必将进一步增加，负电价现象也会相应增多。”

这对法国庞大的核电体系同样构成挑战——核反应堆经常被迫降低输出功率。电网数据显示，法国电力集团(EDF)在第二季度日均调节核电产量约8吉瓦，达到同期五年平均水平的两倍多。

为应对太阳能发电量激增而频繁进行的电力调峰操作，已在法国国内引发激烈讨论：是否应该限制可再生能源发展以保障核反应堆的经济效益?目前核电仍占法国总发电量的三分之二以上。

不过随着高温天气来临，空调需求上升可能促使电网消纳更多太阳能电力，或将有助于缩短负电价持续的时间窗口。

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