1. ã³ãã³ãã£ãªããã¹ããã©ã½ã³ãªã¤ã«ãè²·åãç±³å½ç¬¬3ä½ã®çç£è
ã«
- ã³ãã³ãã£ãªããã¹ã¯ã2.25åãã«ã§ãã©ã½ã³ãªã¤ã«ãå
¨æ ªå¼ã§è²·åãããã¨ã«åæãããã®åå¼ã«ããç±³å½ä¸æµä¼æ¥ã®çç£éãç´40ä¸ãã¨/æ¥å¢ã®23ä¸ãã¨/æ¥ã«æ¡å¤§ããè¦éãã§ãã
- ãã®åå¼ã«ãããã³ãã³ãã£ãªããã¹ã¯ç±³å½ãã¯ã¼48ã«ããã¦ã¨ã¯ã½ã³ã¢ã¼ãã«ã¨ã·ã§ããã³/ãã¹ã«æ¬¡ã第3ä½ã®çç£è
ã¨ãªãããã¿ã«ã¨ãã¸ã¼ãºã¨BPãæãã¾ãã
- ã³ãã³ãã£ãªããã¹ã¯ã¤ã¼ã°ã«ãã©ã¼ãã§æ大ã®çç£è
ã¨ãªãããã©ã½ã³ã®å¹³åäºæ¸çç£æ§ãåä¸ãã¦ãããèªç¤¾ã®çç£æ§ãä¸åã£ã¦ãããåæã«ããã«ã³éå¶è
ã®ããã3ã«å
¥ãã¾ãã
- ã³ãã³ã¯ãåºæ¬çãªé
å½ãæ ªå½ãã0.20ãã«å¼ãä¸ãããã¨ã§æ ªä¸»ã説å¾ãããã¨ãã¦ã&…
1. ã³ãã³ãã£ãªããã¹ããã©ã½ã³ãªã¤ã«ãè²·åãç±³å½ç¬¬3ä½ã®çç£è
ã«
- ã³ãã³ãã£ãªããã¹ã¯ã2.25åãã«ã§ãã©ã½ã³ãªã¤ã«ãå
¨æ ªå¼ã§è²·åãããã¨ã«åæãããã®åå¼ã«ããç±³å½ä¸æµä¼æ¥ã®çç£éãç´40ä¸ãã¨/æ¥å¢ã®23ä¸ãã¨/æ¥ã«æ¡å¤§ããè¦éãã§ãã
- ãã®åå¼ã«ãããã³ãã³ãã£ãªããã¹ã¯ç±³å½ãã¯ã¼48ã«ããã¦ã¨ã¯ã½ã³ã¢ã¼ãã«ã¨ã·ã§ããã³/ãã¹ã«æ¬¡ã第3ä½ã®çç£è
ã¨ãªãããã¿ã«ã¨ãã¸ã¼ãºã¨BPãæãã¾ãã
- ã³ãã³ãã£ãªããã¹ã¯ã¤ã¼ã°ã«ãã©ã¼ãã§æ大ã®çç£è
ã¨ãªãããã©ã½ã³ã®å¹³åäºæ¸çç£æ§ãåä¸ãã¦ãããèªç¤¾ã®çç£æ§ãä¸åã£ã¦ãããåæã«ããã«ã³éå¶è
ã®ããã3ã«å
¥ãã¾ãã
- ã³ãã³ã¯ãåºæ¬çãªé
å½ãæ ªå½ãã0.20ãã«å¼ãä¸ãããã¨ã§æ ªä¸»ã説å¾ãããã¨ãã¦ããã両社ã®å¹´éã·ãã¸ã¼å¹æã¯5åãã«ã«éããã¨æå¾
ããã¦ãã¾ãã
2. OPEC+ãæ°ã¡ã³ãã¼ãå¼ã³è¾¼ãä¸ãçç£åæ¸ã®ç¶ç¶ã模索
- ãªããã¯+ã¯6æ2æ¥ã«ã¦ã£ã¼ã³ã§åã³ä¼åããç³æ²¹å¸å ´ã¯æ¢åã®çç£ç®æ¨ã2024å¹´ä¸åæã«æã¡è¶ããã¨ãäºæ³ãã¦ãããã¡ã³ãã¼ã¯èªä¸»çãªçç£ç®æ¨ã¸ã®éµå®ç¶æ³ãå度精æ»ããè¦éãã§ãã
- ã¢ããªã«ã®çç£ç®æ¨ã®è¦ç´ãã¯ãååã®2023å¹´12æã®OPEC+ä¼è°ã®éè¦ãªãã¤ã³ãã¨ãªããããã«ããã¢ã³ã´ã©ã16å¹´ã®OPECã¡ã³ãã¼ã·ãããè¾ãããã¨ã«ãªãã¾ããã
- ãããããã®å¾ãã¢ããªã«ã®OPEC+ã¡ã³ãã¼å½ã¯ã¬ãã³ã®ããããª30,000ãã¬ã«/æ¥ã®ãªã¼ãã¼ãããã¯ã·ã§ã³ãé¤ããçç£ãã£ããã«ããçç£å¶éãåãããã¨ãªãããªããã¯ã¯æ°ã¡ã³ãã¼ãæ¢ãä½è£ãçã¾ãã¾ããã
- ã¢ããªã«ã¯æªéæã®ä¸æµéçºã®æå¾ã®ããã³ãã£ã¢ã®1ã¤ã§ãããOPEC+é£åã¯ãããã¢ãã¬ã¼ããã»ãã¬ã«ãªã©ã®æ°èç³æ²¹çç£å½ãå§èªããæ½å¨çãªã¡ã³ãã¼ã·ããã模索ãã¦ãã¾ãã
3. ã¤ã³ãã®çæãé»åéè¦ãéå»æé«ã«æ¼ãä¸ã
- ã¤ã³ãã®çæãåå½ã®é»åéè¦ãæ¼ãä¸ãã主è¦è¦å ã¨ãªã£ã¦ãããåã¢ã¸ã¢è«¸å½ã¯5æ30æ¥ã«250 GWã§éå»æé«ã®é»åéè¦ãè¨é²ãã¾ããã
- ã¤ã³ãã®é»å網éå¶è
ã«ããã¨ãæ¼éã®éè¦ã¯ç¾æç¹ã§æºãããã¦ãã¾ãããå¤æ¹ã®æé帯ã¯å¤ªé½å
çºé»ãæ¥æ²¡å¾ã«ã¯å©ç¨ã§ããªããªããã¨ã§éè¦ä¸è¶³ãæªåããè¦éãã§ãã
- ã¨ã¢ã³ã³éè¦ã®æ¥å¢ãæºããã®ã«è¦å´ãã¦ããã¤ã³ãã¯ä»æã«2.5ç¾ä¸ãã³ã®LNGã輸å
¥ãã2020å¹´10æ以æ¥ã®æé«æéæ°å¤ã§ãã»ã¼åç¬ã§JKMä¾¡æ ¼ã2æ¡ã«å¼ãä¸ãã¾ããã
- ä¾ç¶ã¨ãã¦ç³çãã¤ã³ãã®çºé»ã®3åã®3ãå ãã¦ããã2023å¹´3æã«108ç¾ä¸ãã³ã«ä¸æããè¨é²çãªå½å
ç³ççç£ã«ããã5æã®é»åéè¦ã®15%å¢å ã大é¨åæºãããã¾ããã
4. 太é½ã¨ãã«ã®ã¼ãä¸æ±ã§ã²ã¼ã ãã§ã³ã¸ã£ã¼ã«
- ä¸æ±ã§ã¯æ°ããªåçå¯è½ã¨ãã«ã®ã¼çºé»è½åã®æ¥å¢ãè¦è¾¼ã¾ãã¦ãããã©ã¤ã¹ã¿ããã¨ãã¸ã¼ã®æ¨å®ã«ããã¨ã太é½ã¨ãã«ã®ã¼ã2050å¹´ã¾ã§ã«å°åã®é»åä¾çµ¦ã®ååãå ããè¦éãã§ãã
- 2å8,000ä¸äººä»¥ä¸ã®ä½æ°ãä½ãä¸æ±å°åã§ã¯ãåçå¯è½ã¨ãã«ã®ã¼ãç¾å¨ã®é»åçºé»ã®ããã5%ãå ãã¦ãããå°å
ã§çç£ãããå¤é¡ã®ç³æ²¹ãã¬ã¹ãçºé»ç¨ã«çãããã¦ãã¾ãã
- 天ç¶ã¬ã¹ã¯å°åã®çºé»ã®ã»ã¼75%ãå ãã¦ããããµã¦ã¸ã¢ã©ãã¢ãã¯ã¦ã§ã¼ããªã©ã®å½ã
ã¯ä¾ç¶ã¨ãã¦åæ²¹ãçºé»ã«çããã¦ãããåè
ã¯å¤ã®æã«65ä¸ãã¬ã«/æ¥ä»¥ä¸ãæ¶è²»ãã¦ãã¾ãã
- 太é½ã¨ãã«ã®ã¼ã¯çºé»éåä½ãããæãå®ä¾¡ãªã¨ãã«ã®ã¼æºã§ããããµã¦ã¸ã¢ã©ãã¢ã¯å¤ªé½ã®ããã®LCOEããã£ãã®1ã¡ã¬ã¯ããæããã10.4ãã«ã¨ä¸çæä½ã§ãããã¨ãããã©ã¤ã¤ãã¯ä»å¾ã®10å¹´ã¾ã§ã«30 GW以ä¸ã®å¤ªé½å®¹éãå¢ããè¨ç»ã§ãã
5. ãµã¦ã¸ã®ä¸æµè¨ç»ã®ç¸®å°ãæåæ¥è
ã«ã¨ã£ã¦æªããã¥ã¼ã¹
- ãµã¦ã¸ã¢ã©ã ã³ãä»å¹´1æã«1300ä¸ãã¬ã«/æ¥ã®çç£å¢å¼·è¨ç»ããã£ã³ã»ã«ãã¦ä»¥æ¥ãä¸æ±å
¨ä½ã®æåã³ã¹ãã¯æ¥è½ãã2023å¹´æ«ä»¥æ¥20%æ¸å°ãã¾ããã
- ä¸æ±ã§361ã400ãã£ã¼ãã®æ°´æ·±ã§ã¸ã£ãã¯ã¢ãããªã°ãéç¨ããå¹³åæéã¯ã4æãã5æã«ããã¦1æ¥12ä¸ãã«ã®7å¹´ã¶ãã®é«å¤ããä¸ãããä¸çå¹³åã®1æ¥13ä¸ãã«ãä¸åãã¾ããã
- ãµã¦ã¸ã¢ã©ã ã³ã¯å½å
ã§300å°ã®ãªã°ãéç¨ãã¦ããã22å°ã®ãªã°ãåæ¢ããå°ãªãã¨ã6ã9å°ãæ°¸ä¹
ã«ãªãªã¼ã¹ããäºå®ã§ãåæ²¹ããã天ç¶ã¬ã¹ã®çç£æ¡å¤§ã«æ³¨åãã¦ãã¾ãã
- ã¯ã¦ã§ã¼ãã¯ãµã¦ã¸ã®ãã£ã³ã»ã«ããããªã°ã®ä¸é¨ãå¥ç´ããä¸æ±å
¨ä½ã§ã®130åºã®ãªã°ã®æ´å²çå¹³åãä¸åã155ã160ã®ã¸ã£ãã¯ã¢ãããªã°ãç¶æãã¦ãã¾ãã
6. ã¹ãã¤ã³ã®å¤ªé½ã¨ãã«ã®ã¼ã®æ¥æé·ãåçå¯è½ã¨ãã«ã®ã¼æè³å®¶ã«é çããããã
- ã¹ãã¤ã³ã¯ä»ã®ã¨ã¼ããã諸å½ã¨ã¯å¯¾ç
§çã«åçå¯è½ã¨ãã«ã®ã¼è½åï¼ç¹ã«å¤ªé½ã¨ãã«ã®ã¼ï¼ã®æ¥éãªæ¡å¤§ãæè³å®¶ã«åé¡ãå¼ãèµ·ããã¦ãããæ´å²çã«ä½ãé»åä¾¡æ ¼ãéçºè
ã®åçãå§è¿«ãã¦ãã¾ãã
- 2022å¹´3æã®1ã¡ã¬ã¯ããæãããã®ã»ã¼300ã¦ã¼ãã®ãã¼ã¯ä¾¡æ ¼ãããã¹ãã¤ã³ã®é»åä¾¡æ ¼ã¯4æã«ã¡ã¬ã¯ããæãããç´14ã¦ã¼ãã¨ããæ°å¹´ã¶ãã®ä½æ°´æºã¾ã§ç´90%ä¸è½ãã¾ãããããã¯éå»æ°ãæã®é«æ°´æºã®å¤ªé½å
çºé»ã«æ¯ãããã¦ãã¾ãã
- 太é½å
çºé»æã建è¨ããéã®å·¨é¡ãªåæè²»ç¨ãä¸æããéå©ã«ããåå
¥ã³ã¹ãã®ä¸æããã©ã³ã¹ããã«ãã¬ã«ã¸ã®è¼¸åºã®å¶ç´ãæªåãã¦ãã¾ãã
- ãã®çµæãæ°è¦å¤ªé½ã¨ãã«ã®ã¼å®¹éã®å»ºè¨ãã¼ã¹ãåå¹´æ¯ç´3åã®1æ¸å°ãã2023å¹´5æã¨æ¯è¼ãã¦å¤ªé½ã¨ãã«ã®ã¼çºé»ã26%å¢å ããç¾å¨ã®ã¹ãã¤ã³ã®é»åçç£ã®15%ãå ãã¦ãã¾ãã
7. ç±³å½ã®å¤©ç¶ã¬ã¹å±æãå¤ã«æ¥å¤
- ç±³å½ã®ä½è¿·ãã天ç¶ã¬ã¹å
ç©ç¸å ´ã¯ãå¼·åãªå½å
çºé»éè¦ã¨å¤ã«å¼·ãããªã±ã¼ã³ã®ãªã¹ã¯ã«ããããã³ãªã¼ããã«å¯¾ããè¦éãã¯å¤§å¹
ã«ä¸åãã«ãªã£ã¦ãã¾ãã
- 5æä¸æ¬ã«ãã³ãªã¼ããå
ç©ã1mmBtuå½ãã2.5ãã«ãè¶
ããåææ¯50%以ä¸ã®å¢å ã¨ãªããç±³å½ã®å¨åº«ãäºæ³ããã大ããå¢å ããã«ããããããããã®æ°´æºãç¶æãã¦ãã¾ãã
- EIAã¯ãç±³å½ã®é»åçºé»ã«ãã天ç¶ã¬ã¹éè¦ã44.7BCF/æ¥ã¨ãªããç³çããã天ç¶ã¬ã¹ã®æ¹ã競äºåããããåçå¯è½ã¨ãã«ã®ã¼ã®æµ¸éãé«ã¾ã£ã¦ããå®éã®æ°åã§ã¯å¤©ç¶ã¬ã¹ã®éè¦ãå¢å ãã¦ãã¾ãã
- 2014年以æ¥ãç±³å½å
¨ä½ã®å¤©ç¶ã¬ã¹ç«åçºé»å®¹éã¯19%å¢å ãã79GWã«éããå¹çã®å¤§å¹
ãªåä¸ã«ããçºé»éã¯60%å¢å ãã¦ãããCCGTãã©ã³ãã®å¹³åè½åä¿æ°ã¯10ãã¤ã³ãä¸æãã59%ã«ãªã£ã¦ãã¾ãã