2021年6月22日

(彭博社)——據供應商EkWateur的負責人表示，最近法國批發電價的飆升可能會危及一些小能源分銷商的財務健康，導致可能的合並。(彭博社)——法國電力供應商EkWateur的負責人表示，最近法國電力批發價格的飆升可能會危及一些小能源分銷商的財務健康，導致可能的合並。隨著碳排放許可、煤炭和天然氣成本的上漲，以及工廠的關閉，法國和周邊國家的現貨電價已經上漲。法國基準電力期貨價格接近13年高點。EkWateur首席執行官朱利安·切爾尼亞(Julien Tchernia)在接受采訪時表示:“當現貨價格上漲時，如果你不對衝，你就有風險。”大多數零售商都小心翼翼地對衝風險，“但可能有些沒有。”近年來，這個擁擠行業的市場波動已導致多家能源零售商在英國倒閉。Tchernia表示，這種環境也可能給法國的分銷商帶來挑戰，導致一些分銷商合並。Tchernia的公司是住宅市場第五大電力和天然氣供應商。電力生產商本身也將從電價上漲中獲利。Tchernia說，如果市場價格在今年年底前保持在當前水平附近，法國最大的電力公司法國電力公司(Electricite de France SA)明年2月繳納的受監管電價可能會上漲3%至4%。 To shore up finances at the state-controlled utility -- and without saddling customers with large tariff hikes -- President Emmanuel Macron is seeking to push through market reforms. The new regulations would allow EDF to sell its French nuclear output at a higher price, while capping increases over time regardless of moves in wholesale markets. For the distributors, the recent price rises have made it harder to acquire new customers, Tchernia said, adding that it’s less of an issue for EkWateur since its marketing is based not on prices but on a guarantee of 100% renewable energy. EkWateur has a 0.5% share of France’s power and gas supply market, with about 300,000 customers. It postponed an initial public offering in Paris last month citing unfavorable market conditions, and is now looking at options to raise about 40 million euros ($48 million) to boost growth, according to the CEO. “We still want to raise funds,” he said. The company, which he co-founded in 2015, will decide on a “way forward” for this by the end of the summer. ©2021 Bloomberg L.P.