到2022年迄今為止，化石燃料類(lèi)股大幅上漲，而可再生能源類(lèi)股則受到拖累，因?yàn)橥顿Y者避開(kāi)成長(zhǎng)型股，青睞價(jià)值型公司。

盡管存在這種趨勢(shì)，可再生能源行業(yè)仍在強(qiáng)勁增長(zhǎng)，并將受到各國(guó)政府確保能源安全的推動(dòng)。

國(guó)際能源署表示，今年歐盟和拉丁美洲可再生能源的增長(zhǎng)彌補(bǔ)了美國(guó)低于預(yù)期的增長(zhǎng)。

據(jù)油價(jià)網(wǎng)5月15日?qǐng)?bào)道，早在2013年，美聯(lián)儲(chǔ)(Federal Reserve)就曾宣布要撤回其寬松貨幣政策，令市場(chǎng)陷入恐慌。國(guó)債收益率飆升，垃圾債券價(jià)格下跌，新興市場(chǎng)股市暴跌，股市波動(dòng)幅度超出了圖表范圍，導(dǎo)致華爾街出現(xiàn)了一個(gè)新詞——“縮減恐慌”。我們目前正經(jīng)歷另一個(gè)量化緊縮階段，美聯(lián)儲(chǔ)在應(yīng)對(duì)40年高位的通脹時(shí)大幅加息。這一次，市場(chǎng)相對(duì)平穩(wěn)地避免了全面崩盤(pán)。

盡管如此，接近紀(jì)錄高位的昂貴股市、更高的利率、供應(yīng)鏈中斷和高通脹，都促使投資者越來(lái)越多地避開(kāi)成長(zhǎng)型股票，轉(zhuǎn)而青睞更具防御性?xún)r(jià)值的公司。

可再生能源行業(yè)首當(dāng)其沖。

2021年，可再生能源類(lèi)股經(jīng)歷了一個(gè)火熱的季節(jié)，但在2022年卻表現(xiàn)不佳。該行業(yè)受歡迎的基金iShares Global Clean energy ETF (納斯達(dá)克：ICLN)今年迄今下跌了21.2%，相比之下，化石燃料類(lèi)基金the energy Select sector SPDR基金(紐交所：ARCAXLE)的漲幅為36.5%。

但不要被清潔能源股的疲弱回報(bào)騙了：綠色能源行業(yè)正處于健康狀態(tài)，增長(zhǎng)強(qiáng)勁。

事實(shí)上，地緣政治沖突已經(jīng)點(diǎn)燃了該行業(yè)的大火，國(guó)際能源機(jī)構(gòu)(IEA)預(yù)測(cè)，可再生能源將在2022年創(chuàng)下新的紀(jì)錄。

根據(jù)國(guó)際能源署(IEA)的數(shù)據(jù)，由于各國(guó)政府尋求利用可再生能源的能源安全和氣候效益，太陽(yáng)能、風(fēng)能和其他可再生能源的發(fā)電能力今年將創(chuàng)下新紀(jì)錄。

能源安全

根據(jù)國(guó)際能源署最新的可再生能源市場(chǎng)數(shù)據(jù)，去年，全球電網(wǎng)新增可再生能源裝機(jī)容量達(dá)到創(chuàng)紀(jì)錄的295千兆瓦，考慮到該行業(yè)一直面臨的供應(yīng)鏈挑戰(zhàn)、建設(shè)延誤和原材料價(jià)格高企等問(wèn)題，這是一個(gè)了不起的成就。

今年可再生能源的增長(zhǎng)預(yù)計(jì)將更加驚人，全球新增發(fā)電能力預(yù)計(jì)將達(dá)到320吉瓦——或接近歐盟天然氣總發(fā)電量的水平。預(yù)計(jì)太陽(yáng)能光伏將再次領(lǐng)跑，到2022年，該行業(yè)將占全球可再生能源增長(zhǎng)的60%，其次是風(fēng)能和水電。今年和明年，全球新增的太陽(yáng)能光伏發(fā)電容量都有望打破新紀(jì)錄，到2023年，全年的市場(chǎng)容量預(yù)計(jì)將達(dá)到2億千瓦。

國(guó)際能源署執(zhí)行主任法提赫·比羅爾表示：“近幾個(gè)月來(lái)，能源市場(chǎng)的發(fā)展——尤其是在歐洲——再次證明了可再生能源在提高能源安全方面的重要作用，以及它們?cè)跍p排方面行之有效的效果。減少繁文縟節(jié)，加快審批，為可再生能源的更快部署提供適當(dāng)?shù)募?lì)措施，是政府在應(yīng)對(duì)當(dāng)今能源安全和市場(chǎng)挑戰(zhàn)的同時(shí)，保持實(shí)現(xiàn)我們的國(guó)際氣候目標(biāo)的可能性所能采取的最重要行動(dòng)。”

為了實(shí)現(xiàn)加速采用清潔能源的目標(biāo)，歐盟將開(kāi)始允許一些可再生能源項(xiàng)目在一年內(nèi)獲得許可。歐盟委員會(huì)將在下周于布魯塞爾召開(kāi)的會(huì)議上，提出規(guī)則，要求各國(guó)指定適合可再生能源使用的“首選地區(qū)”。

總的來(lái)說(shuō)，國(guó)際能源署表示，今年到目前為止，歐盟和拉丁美洲可再生能源的增長(zhǎng)已經(jīng)大大彌補(bǔ)了美國(guó)低于預(yù)期的增長(zhǎng)。

季廷偉 摘譯自 油價(jià)網(wǎng)

原文如下：

Energy Security Concerns Are Fueling A Renewable Boom

So far in 2022, fossil fuel stocks have seen significant gains while renewable energy stocks have suffered as investors shun growth stocks in favor of value companies.

Despite this trend, the renewable energy sector is enjoying robust growth and will be given a boost by governments looking to ensure energy security.

The IEA says that renewables' growth this year in the European Union, and Latin America, has compensated for slower-than-anticipated growth in the United States.

Back in 2013, an announcement by the Federal Reserve about pulling back on the central bank's easy-money policies sent markets into a tizzy. Treasury bond yields skyrocketed, junk bond prices fell, emerging-markets stocks tumbled, and stock volatility was off the charts leading to the coining of a new phrase on Wall Street, "taper tantrum." We are currently going through another phase of quantitative tightening, with the Fed aggressively hiking interest rates in its fight against a 40-year high in inflation.  This time around, the market is taking things in stride–comparatively–avoiding an all-out meltdown. 

Nevertheless, an expensive stock market that was trading near record highs, higher interest rates, supply chain disruptions, and high inflation have all contributed to investors increasingly shunning growth stocks in favor of more defensive value companies.

Among the first casualties has been the renewable energy sector.

After enduring a torrid season in 2021, renewable energy stocks have continued to underperform in 2022, with the sector's popular benchmark iShares Global Clean Energy ETF (NASDAQ:ICLN) down 21.2% in the year-to-date compared to a 36.5% gain by its fossil fuel equivalent, the Energy Select Sector SPDR Fund (NYSE:ARCAXLE).

But don't let the anemic returns by clean energy stocks fool you: the green energy sector is in the pink of health and enjoying robust growth.

According to the IEA, new capacity for generating electricity from solar, wind, and other renewables is set to hit new records this year as governments seek to take advantage of renewables' energy security and climate benefits.

Energy Security

According to the IEA's latest Renewable Energy Market Update, last year, a record 295 gigawatts of new renewable power capacity was added to the global power grid, a remarkable achievement considering the crippling supply chain challenges, construction delays, and high raw material prices that the industry has been grappling with.

Renewable growth is expected to be even more impressive this year, with global capacity additions expected to clock in at 320 gigawatts - or nearly enough to match the European Union's total electricity generation from natural gas. Solar PV is expected to be in the lead again, with the sector on course to account for 60% of global renewable power growth in 2022, followed by wind and hydropower. Global additions of solar PV capacity are on course to break new records both this year and next, with the annual market expected to reach 200 GW in 2023.

Indeed, the IEA says the additional renewables capacity commissioned for 2022 and 2023 has the potential to significantly reduce the European Union's dependence on Russian gas. about 16 percent of the EU's total power demand is currently met via electricity generation with natural gas, a significant share of which is sourced from Russia. The EU's natural gas-fueled electricity generation annually ranges from 340 TWh to 600 TWh, with Russian gas accounting for 100 TWh to 200 TWh of that.

"Energy market developments in recent months--especially in Europe--have proven once again the essential role of renewables in improving energy security, in addition to their well-established effectiveness at reducing emissions. Cutting red tape, accelerating permitting and providing the right incentives for faster deployment of renewables are some of the most important actions governments can take to address today's energy security and market challenges, while keeping alive the possibility of reaching our international climate goals," IEA Executive Director Fatih Birol has said.

To meet its goal of accelerated adoption of clean energy, the bloc will start allowing some renewable energy projects to receive permits within a year. The European Commission will propose rules requiring countries to designate "go-to areas" of land or sea suitable for renewable energy at next week's meeting in Brussels.

Overall, the IEA says that renewables' growth so far this year in the European Union, and Latin America, has been more than compensating for slower-than-anticipated growth in the United States.