发帖
雷达卡
SECTOR REVIEW
Will It Be Back in 2009?
■
■
The Credit Suisse Global Energy Team has published its annual
outlook report, entitled ‘Energy in 2009: Reboot!’ The 270-page report
includes sections on alternative energy.
■
This report compiles the various articles related to alternative energy,
including:
■
(1) An opinion piece on the outlook for alternative energy globally,
concluding spending is expected to decline versus 2008 due to difficult credit
markets and economic pressures;
■
(2) A report on the expected Renewable Portfolio Standard in the US,
concluding that power prices will likely fall as a result of the renewable power
capacity additions;
■
(3) A report on the levelized cost of electricity, where we model different
forms of electric generation on a comparable basis. We conclude solar is far
from grid parity today, but that regardless of economics, demand for solar
will continue to grow;
■
(4) Outlooks for the wind and solar industries, concluding a probable
oversupply in 2009, resulting in reduced margins at manufacturers of panels
and turbines;
■
(5) A report on the prospects for hybrid electric vehicles, a potential answer
to US problems (energy dependence, global warming, among others);
■
(6) An outlook for biofuels, including advanced biofuels such as cellulosic
ethanol and biobutanol.
■
We also include a summary of our main views on conventional oil and
natural gas for 2009
.
20081222-瑞士信贷-全球新能源行业2009年展望.pdf
(1.34 MB, 需要: 10 个论坛币)
京公网安备 11010802022788号
