欧å·é£åï¼EUï¼ã¯ãåçå¯è½ã¨ãã«ã®ã¼ãã¯ãªã¼ã³ãã¯ããã¸ã¼ã®è½åãããã³å½å ãµãã©ã¤ãã§ã¼ã³æè³ã«é¢ããéå¿çãªã¨ãã«ã®ã¼è»¢æç®æ¨ã«å¤§ããé ããè¦è¾¼ã¿ã§ããããã¯ãRystad Energyã®èª¿æ»ã¨ã¢ããªã³ã°ã«ãããã®ã§ããã¯ãªã¼ã³ãã¯ããã¸ã¼ã¸ã®è³æ¬æè³ï¼CAPEXï¼ã¯2023å¹´ã«ããã1250åãã«ã§ãããåçå¯è½ã¨ãã«ã®ã¼ãäºé ¸åçç´ ã®ãã£ããã£ãå©ç¨ã¨è²¯èµï¼CCUSï¼ãæ°´ç´ ãããããªã¼ãããã³åååãå«ãåéã§ãä¸å½ã®3900åãã«ã«ã¯ããã«åã°ãªãé¡ã§ãããç±³å½ã¯2023å¹´ã«860åãã«ãæè³ãã¦ãããEUãä¸åã£ã¦ãã¾ããããã¤ã³ãã¬åæ¸æ³ãã«ããæè³ãæ¡å¤§ããä¸æ¹ã§ãEUã®æ¯åºã¯ä»å¾æ¨ªã°ãã¨ãªãè¦éãã§ããç±³å½ã¯2030å¹´ã¾ã§ã«ã»ã¼EUã¨åé¡ã®ã¯ãªã¼ã³ã¨ãã«ã®ã¼æ¯åºããããã®å¾ã®æ°å¹´ã§EUã追ãè¶ãã§ãããã
ä»å¹´åãã«EUã«ãã£ã¦æç«ããããããã»ã¼ãã»ã¤ã³ãã¹ããªã¼æ³ï¼NZIAï¼ãã¯ã2040å¹´ã«1990å¹´ã®ã¬ãã«ã¨æ¯è¼ãã¦æåºéã92%åæ¸ãã2050å¹´ã¾ã§ã«ãããã»ã¼ããéæããã¨ããé«ãç®æ¨ã«åããæéã§ããç±³å½ã®ç»æçãªãã¤ã³ãã¬åæ¸æ³ãã«å¿ããå½¢ã§ãEUã¯NZIAãéãã¦éå¿çãªç®æ¨ãè¨å®ããæ°èç£æ¥ãæ¯æ´ããå½å ãµãã©ã¤ãã§ã¼ã³ãå¼·åãããµãã©ã¤ã¤ã¼ã«ã¤ã³ã»ã³ãã£ããæä¾ãã¦ãèªå½ãé åçãªæè³å ã¨ä½ç½®ä»ãã¦ãã¾ããããããEUå ã«ãããã¯ãªã¼ã³ããã¯æè³ã®ç¶æ³ã¯ãéå¿ã¨ç¾å®ã®å¯¾æ¯ã§ããããããªãç¾å®ãã¾ããªã訪ããå¯è½æ§ãããã¾ãã
EUè°ä¼é¸æã¯ç®åã«è¿«ã£ã¦ããããã®çµæã¯EUã®æ¿çã«å¤§ããªå½±é¿ãä¸ããå¯è½æ§ãããã¾ããå¤ãã®è¦éãã§ã¯ãæè¿ã®å½å é¸æã®çµæã«ç¶ãã¦å³æ´¾ã¸ã®æ¿æ²»çã·ãããäºæ³ãããããã«ããã¦ã¼ãã¹ã±ããã£ã·ãºã ãé«ã¾ããæ°åå¤åãã¨ãã«ã®ã¼è»¢æã«å¯¾ãã大é¸çè¦ç¹ããã®åãçµã¿æ欲ãä½ä¸ããå¯è½æ§ãããã¾ããæ¥å¹´ã¯EUã®æ°åå¤åã®é²å±ã«ã¨ã£ã¦éè¦ãªå¹´ã§ãããå½å¥ã«å®ããããè²¢ç®ç®æ¨ï¼NDCï¼ãæåºç®æ¨ã®åè©ä¾¡ãäºæ³ããã¦ããã大ããªæ¿æ²»çåæºãé·æçãªå½±é¿ãããããå¯è½æ§ãããã¾ãã
EUè°ä¼é¸æã¯éè¦ãªå±é¢ã«ç«ã£ã¦ãããEUãã°ãã¼ãã«ã¯ãªã¼ã³ããã¯å¸å ´ã§ç«¶äºåãç¶æãããã¨ããä¸ã§ãå³æ´¾ããã¥ãªã¹ãã®æ³¢ãæ¼ãå¯ãããã¨ã«ãããEUãç±³ä¸ã«ããã«é ãããªã¹ã¯ãé常ã«é«ã¾ãã¾ããä»å¾æ°å¹´ã¯è³ç¦®ã®éè¦æ§ãããããããããé£æºã®æ¬ å¦ãããã°ãEUã¯é·å¹´ã«ããã競åä»ç¤¾ã«é ããã¨ããã¨ã«ãªãå¯è½æ§ãé«ãã§ããç¾å¨ã®ç¶æ³ã§ã¯ãEUã¯å°æ©ã失ããç®æ¨éæã¯ã»ã¼ä¸å¯è½ã¨è¨ããããå¾ã¾ãã
Rystad Energyã®ã·ãã¢ã¨ãã«ã®ã¼ã·ã¹ãã ã¢ããªã¹ããLars Nitter Havroã
Rystad Energyã® ã¨ãã«ã®ã¼ãã¯ãã½ãªã¥ã¼ã·ã§ã³ã§è©³ç´°ã確èªã§ãã¾ãã
NZIAã¯ä¸»è¦ãªã¯ãªã¼ã³ãã¯ããã¸ã¼ãããããªã¼ãCCUSãæ°´ç´ é»è§£è£ ç½®ã®çç£ã¨å±éãä¿é²ãããã¨ãç®æãå ·ä½çãªç®æ¨ãè¦å®ãæã¡åºããEUã®åºç¯ãªæåºåæ¸ã¨ã¨ãã«ã®ã¼å®å ¨ä¿éç®æ¨ã®ä¸ç°ã¨ãã¦ãã¾ãããã®æ³å¾ã¯ããããã®æè¡ã®éçºã¨åååãå éãããããã®çç£ç®æ¨ãè¦å¶ãã¬ã¼ã ã¯ã¼ã¯ãæ¦èª¬ãã¦ãã¾ãããããããªã¼ã»ã¯ã¿ã¼ã ããå®éã«ç´æã示ãã¦ãã¾ãããã ãã好æ¯æ°ãè¦è¾¼ã¾ããã«ããããããã太é½é»æ± ã¡ã¼ã«ã¼ã¨åæ§ã«ãä¸é¨ã®ã¨ã¼ãããã®ããããªã¼è£½é ä¼ç¤¾ã¯ã競äºæ¡ä»¶ã®æ´ã£ãç±³å½ã好ãã§ãããéçºè æ¡ä»¶ã®å¿ è¦æ§ã強調ãã¦ãã¾ãããã¨ãã°ããã«ã¦ã§ã¼ã«æ¬æ ãç½®ãFREYR Batteryã¯ãæ¬ç¤¾ãç±³å½ã«ç§»ããã¸ã§ã¼ã¸ã¢ã«ã®ã¬å·¥å ´ãè¨ç«ãã¦ãã¤ã³ãã¬åæ¸æ³ãã®ç¨å¶åªéãåããã¨ãã¦ãã¾ããåæ§ã«ãVolkswagenã¯ãåæã®Northvoltã¸ã®å¤§è¦æ¨¡æè³ã«ç¶ãã¦ãIRAã¨æ大éã®ç¨é¡æ§é¤ãåããããã«ã«ããã§ã®æ©ä¼ã模索ãã¦ããã好é©ãªæ¿çç°å¢ãæ´»ç¨ããããã®è£½é ã®ç§»è¡ã¨ããåºç¯ãªåãã示ãã¦ãã¾ããã¾ããä¸å½ã®ã¡ã¼ã«ã¼ã¯EUã§å¼·åãã¦ãããEVE Energyã¯æè¿ããã³ã¬ãªã¼ã§ã®è£½é æ ç¹ã«åãã¦BWMã¨ä¼æ¥éåå¼ãç®æãã¦ãã¾ãã
CCUSã«é¢ãã¦ã¯ãNZIAã¯äºé ¸åçç´ ï¼CO2ï¼ã®æä¹ çå°ä¸è²¯èµã®ããã®æ³¨å ¥å®¹éã®å¢å¼·ã«ç¦ç¹ãå½ã¦ã¦ããã大æ°ä¸ã®CO2ã¬ãã«ãä½ä¸ããã¦ãã¾ããæåºæºã§ã®ãã£ããã£æè¡ã¯æçãã¦ãã¾ãããæ³¨å ¥ã¨è²¯èµã¤ã³ãã©ã®éçºã¯åããã¼ã¹ã§é²ãã§ãã¾ãããCCUSã®å¯è½æ§ãæ大éã«å¼ãåºãããã«ä¸å¯æ¬ ãªæ³¨å ¥å®¹éã®æ¡å¤§ã¯ã貯èµãµã¤ãã®éçºãäºæ³ãããé ãã¦ããããé²ãã§ãã¾ãããæè¿ã®ãã¼ã¿ã«ããã¨ã2030å¹´ã¾ã§ã«äºæ¸¬ãããCO2æ³¨å ¥å®¹éã¯ãNZIAã®ç®æ¨ãç´63ï¼ ä¸åãè¦è¾¼ã¿ã§ãããéå¿çãªè±çç´ åç®æ¨ã¨ç¾å¨ã®ã¤ã³ãã©éçºã®ãã¼ã¹ã¨ã®éã®ã®ã£ãããåºãã£ã¦ãã¾ãã
åæ§ã«ã欧å·æ°´ç´ éè¡ã®ãªã¼ã¯ã·ã§ã³ãå«ãæè³ãæ¿çæ¯æ´ã«ãããããããæ°´ç´ é»è§£è£ ç½®ã¯NZIAã§è¨å®ãããéå¿çãªç®æ¨ãæºããã¦ãã¾ãããæè¿ã®ãªã¼ã¯ã·ã§ã³çµæã§ã¯ãåè¨1.5ã®ã¬ã¯ããï¼GWï¼ã®é»è§£è£ 置容éãæ¯æ´ãåãã¾ããããEUã®2030å¹´ã¾ã§ã®100GWç®æ¨ãéæããããã®æ°´ç´ çç£ã®æ¡å¤§ã«ã¯èª²é¡ããããã¨ã示ããã¦ãã¾ããç¾å¨ãæ°´ç´ é»è§£è£ ç½®ã®ãªã¹ã¯ãã¤ãã©ã¤ã³ã¯ããã®ç®æ¨ã®45ï¼ ã®éæãä¸åã£ã¦ãããå¿ è¦ãªè¨ç½®å®¹éãéæããããã®å¤§ããªã®ã£ãããããã¾ãããã®ä¸è¶³ã¯ãæè¡ç課é¡ãé«ã³ã¹ããåºç¯ãªæ°´ç´ çµæ¸ãæ¯æ´ããããã®å¿ è¦ãªã¤ã³ãã©ã®é ããªã©ããã¾ãã¾ãªè¦å ã«å¸°å±ã§ãã¾ãã
EUã¯æ´æ°ãããåçå¯è½ã¨ãã«ã®ã¼æ令ï¼RED IIIï¼ã§ã太é½å ã¨ãã«ã®ã¼ããã³é¢¨åã¨ãã«ã®ã¼å®¹éã®æ§ç¯ã«ç¹å®ã®ç®æ¨ãè¨å®ãã¾ããããã®æ令ã¯ã2030å¹´ã¾ã§ã«å ¨æ¶è²»é»åã®42.5ï¼ ãåçå¯è½æºããçæãããã¨ãç®æãã¦ããããã®ç®æ¨ã«ãããåã°ãªãè¦éãã§ããç¾å¨ããã³äºæ³ãããããã¸ã§ã¯ãã«åºã¥ãã¦ãEUã¯ç´975ã®ã¬ã¯ããï¼GWï¼ã®å¤ªé½å ã¨é¢¨å容éãæã¤ãã¨ãäºæ³ããã¦ãããç®æ¨ãéæããã«ã¯1050GWãå¿ è¦ã§ãã
ãã®è©¦ã¿ã®æåã¯ãæ¿æ²»çããã³è²¡æ¿çãªåçå¯è½ã¨ãã«ã®ã¼æè¡ã¸ã®æ¯æ´ã«ããã£ã¦ããããããã¯æ¿æ²»ã®å¤åãä¿¡é ¼æ§ã¨é©åãªè£½é è½åã®å¯ç¨æ§ã«å½±é¿ãåããããã§ããEUã¯ãä¸å½ã¨ç±³å½ã®ç«¶äºã«å¤§é¨åã®è£½é åºç¤ã失ã£ã¦ãããã¨ã¼ãããã§å¼·åºãªãµãã©ã¤ãã§ã¼ã³ã確ç«ãããã¨ã¯å°é£ã§ãããã¨ã示ããã¦ãã¾ãã主è¦ãªæ¥çãã¬ã¼ã¤ã¼ã¯EUãé¢ããããé åçãªã¤ã³ã»ã³ãã£ãæ§é ãåããå°åã«ç§»åãã¦ãããEUã¯åç´ã«ç«¶äºã§ãã¾ããããããã®ä¼æ¥ã®ç§»è¡ã«ãããEUã®è£½é è½åã ãã§ãªããå¿ è¦ãªã³ã³ãã¼ãã³ãã®èª¿éã«ããã¦éã¨ã¼ããã諸å½ã«ä¾åãããã¨ã§ããã®ç®æ¨ãéæããããã«ä»å½ã«é ¼ããããå¾ãç¶æ³ãçãã¦ãã¾ãã
Oilprice.comããã®ãã®ä»ã®æ³¨ç®è¨äºï¼
Rystad Energy is an independent energy consulting services and business intelligence provider offeri… More