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Unpacking Big Oil’s risky bet on German offshore wind

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Manage episode 376726415 series 3422373
Indhold leveret af S&P Global Commodity Insights and P Global Commodity Insights. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af S&P Global Commodity Insights and P Global Commodity Insights eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The hefty premiums paid by BP and TotalEnergies in Germany’s latest offshore wind auction reflect the value these companies place on diversification – but do the economics stack up? Competition for offshore concessions has been fierce, but the sector is also under extreme cost pressure from stressed supply chains and rising inflation. S&P Global Commodity Insights’ news editors Henry Edwardes-Evans, Andreas Franke and Alex Blackburne discuss these issues with S&P Global analyst director colleague Coralie Laurencin.

Explore our interactive Renewable Energy Price calculator

Related price assessment: WDETF00 - German Offshore Wind Renewable Capture Price

Related stories: Germany sells four offshore wind concessions for $14 bil to BP, TotalEnergies Germany awards 1.8 GW offshore wind concessions for Eur784 million Offshore wind industry weighs consequences of 'seismic' German auction

  continue reading

101 episoder

Artwork
iconDel
 
Manage episode 376726415 series 3422373
Indhold leveret af S&P Global Commodity Insights and P Global Commodity Insights. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af S&P Global Commodity Insights and P Global Commodity Insights eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The hefty premiums paid by BP and TotalEnergies in Germany’s latest offshore wind auction reflect the value these companies place on diversification – but do the economics stack up? Competition for offshore concessions has been fierce, but the sector is also under extreme cost pressure from stressed supply chains and rising inflation. S&P Global Commodity Insights’ news editors Henry Edwardes-Evans, Andreas Franke and Alex Blackburne discuss these issues with S&P Global analyst director colleague Coralie Laurencin.

Explore our interactive Renewable Energy Price calculator

Related price assessment: WDETF00 - German Offshore Wind Renewable Capture Price

Related stories: Germany sells four offshore wind concessions for $14 bil to BP, TotalEnergies Germany awards 1.8 GW offshore wind concessions for Eur784 million Offshore wind industry weighs consequences of 'seismic' German auction

  continue reading

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