Capgemini-执行摘要：欧洲CPPA晴雨表2023年第1季度（英）

EXECUTIVESUMMARY

EUROPEAN

CPPABAROMETER

Q12023

INTRODUCTION

Introduction

Tomeettheirsustainabilitytargetsandprotectthemselvesagainstpricevolatilityinenergy

markets,anincreasingnumberofcompaniesacrossEuropearepayingcloseattentiontoCorporate

PowerPurchaseAgreements(CPPAs).Thesedirectcontractsbetweenaproducerandaconsumer

secureasupplyofhigh-qualitygreenenergyforthelong-termatafirmprice.

Everyquarter,CapgeminiInventpublishesitsEuropeanCPPABarometer,acomprehensivereport

onthelatestdealsandtrends,bringingmoretransparencytothisdynamicmarketcomposedof

over-the-countercontracts.

ThissecondeditionoftheBarometercoversQ12023,duringwhichperiodEuropeanenergy

marketsweremarkedbyageneraldecreaseinprices.Moreover,EUMemberStatesintroduced

temporaryprofitcapsforenergygeneration,sometimeswithhighdiscrepanciesacrosscountries.

Despitethis,theCPPAmarkethasneverbeensoactive.Inalmostallthestudiedcountriesinthis

report,65dealsweresigned(versusahundredfor2022year),record-levelvolumeswere

announced(+19%versustotalvolumecumulatedbytheendof2022),andenergy-intensive

offtakersfinalizedmultipleagreementsinvariousgeographies.

Methodology

Intermsofmethodology:

TheBarometercoversthenationalCPPAmarketof13Europeancountries.FranceisalsocoveredinmoredetailintheBaromètredesAchatsd’EnergieVerte,aquarterlygreensourcingreportpublishedinparallel:

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ThemainindicatorpresentedinthereportisthecumulatedannualvolumeofCPPAsannouncedineachcountry.Itcorrespondstothesumoftheelectricityvolume(inGWh/y)ofallCPPAsthathavebeensignedinthiscountryduringthisparticularyear.ItdoesnotcorrespondtothevolumesuppliedunderCPPAsduringthesameyear.Additionally,volumesofCPPAsthathaveexpiredhavenotbeenremoved.

OnlyCPPAsthathavebeenpubliclyannouncedaretakenintoaccount.Allfiguresarepublicdata,sharedbycorporationsinofficialpressreleases.Insomecases,theannualvolumeofaCPPAhasbeenestimatedusingthecapacityfigure(sharedinthepublicannouncement)andanestimateofthecapacityfactorofthetechnologyusedinthecountry.

OnsitePPAs(usuallysmall-scale)andUtilityPPAsarenotcoveredinthisReport.

Cross-borderCPPAvolumesareaccountedforintheOfftaker’scountry(e.g.,aCPPAsignedforaSweden-basedassettocoverenergyconsumptioninNorwayisconsideredforNorway).

Severalcross-borderCPPAsaimtocoverconsumptioninmultiplecountriesatthesametime:thesedealsarestudiedinthe“multi-country”category,whichspecifiesthemaincountriesusedtohousetheproductionasset.

Q12023

ACTIVITYINNATIONALCPPAMARKETS

Contents

Spain

Norway

Netherlands

Sweden

Germany

UnitedKingdom

Finland

France

Belgium

Poland

Italy

Portugal

Switzerland

Multi-country

Q12023

ACTIVITYINNATIONALCPPAMARKETS

Spain:+1,757GWh/y(estimated)announcedQ12023

Norway:+4,439GWh/y(estimated)announcedQ12023

NETHERLANDS:

+11GWh/y(estimated)announcedQ12023

GERMANY:

+3,603GWh/y

(estimated)announced

Q12023

SWEDEN:

+2,468GWh/y

(estimated)announced

Q12023

UNITED

KINGDOM:

+379GWh/y(estimated)announcedQ12023

NETHERLANDS:+11GWh/y(estimated)announcedQ12023

GERMANY:+3,603GWh/

y(estimated)announcedQ12023

SWEDEN:+2,468GWh/y

(estimated)announcedQ12023

UNITEDKINGDOM:+379

GWh/

y(estimated)announcedQ1

BELGIUM:Nodealannounced

FINLAND:Nodealannounced

FRANCE:+165Gwh/y

POLAND:+712GWh/y

FINLAND:

Nodealannouncedin

Q12023

BELGIUM:

Nodealannouncedin

Q12023

FRANCE:

+165Gwh/y(estimated)

announcedinQ12023

POLAND:

+712GWh/y(estimated)

announcedinQ12023

ITALY:+83GWh/y(estimated)

SWITZERLAND:Nodeal

PORTUGAL:+73GWh/

MULTI-COUNTRY:+1,435GWh/

ITALY:

+83GWh/y(estimated)

announcedinQ12023

SWITZERLAND:

Nodealannounced

inQ12023

PORTUGAL:

+73GWh/y(estimated)

announcedinQ12023

MULTI-

COUNTRY:

+1,435GWh/y

(estimated)announced

inQ12023

AboutCapgeminiInvent

Contacts

FlorentANDRILLON

GlobalClimateTechLeader,Capgemini

florent.andrillon@

ArthurARRIGHIDECASANOVA

HeadofSustainabilityFutures,CapgeminiInventFrance

arthur.arrighi-de-casanova@

AlexandreLEDÉMÉET

SeniorConsultantofSustainableFutures,

CapgeminiInventFrance

alexandre.le-demeet@

AboutCapgeminiInvent

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sustainablegrowth.

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managetheirbusinessbyharnessingthepoweroftechnology.TheGroupisguidedeverydaybyitspurposeof

unleashinghumanenergythroughtechnologyforaninclusiveandsustainablefuture.Itisaresponsibleanddiverse

organizationofover360,000teammembersinmorethan50countries.Withitsstrong55-yearheritageanddeep

industryexpertise,Capgeminiistrustedbyitsclientstoaddresstheentirebreadthoftheirbusinessneeds,from

strategyanddesigntooperations,fueledbythefastevolvingandinnovativeworldofcloud,data,AI,connectivity,

software,digitalengineeringandplatforms.TheGroupreportedin2022globalrevenuesof€22billion.

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