Eiropas klimata m\u0113r\u0137i kr\u012bzes priek\u0161\u0101: vai ener\u0123ijas cenu dr\u0101ma aptur\u0113s za\u013co p\u0101reju?<\/p>\n
Eiropas centieni dekarboniz\u0113t savu ekonomiku saskaras ar nopietniem \u0161\u0137\u0113r\u0161\u013ciem, ko rada astronomisk\u0101s elektr\u012bbas cenas. \u0160\u012b situ\u0113cija ne tikai kav\u0113 m\u0101jsaimniec\u012bbu interesi par videi draudz\u012bg\u0101m tehnolo\u0123ij\u0101m, bet ar\u012b grauj kontinent\u0101lo industriju konkur\u0113tsp\u0113ju, br\u012bdina eksperti. Lai gan Eiropas Savien\u012bba ir izvirz\u012bjusi ambiciozus m\u0113r\u0137us transporta, apkures un smag\u0101s r\u016bpniec\u012bbas elektrifik\u0101cijai, progresa temps ir b\u0113d\u012bgi l\u0113ns.<\/p>\n
Neskatoties uz d\u0101snaj\u0101m subs\u012bdij\u0101m un drosm\u012bgajiem klimata m\u0113r\u0137iem, prognozes liecina, ka l\u012bdz 2030. gadam Eiropa sp\u0113s elektrific\u0113t vien 25% no kop\u0113j\u0101 ener\u0123ijas pat\u0113ri\u0146a, kas ir krietni zem nepiecie\u0161amajiem 32%, lai sasniegtu savas klimata saist\u012bbas.<\/p>\n
\n\u201eEiropa non\u0101kusi gr\u016bt\u0101 situ\u0101cij\u0101,\u201d nor\u0101da T. Fulops, vec\u0101kais akciju anal\u012bti\u0137is Morningstar. \u201eLai gan t\u0101 uz\u0146emas neproporcion\u0101li lielu da\u013cu glob\u0101laj\u0101 c\u012b\u0146\u0101 pret klimata p\u0101rmai\u0146\u0101m, augst\u0101s elektr\u012bbas cenas turpina kav\u0113t progresu. Tehnolo\u0123ijas, piem\u0113ram, siltums\u016bk\u0146i, daudz\u0101m m\u0101jsaimniec\u012bb\u0101m joproj\u0101m ir nepieejamas, bet ener\u0123iju pat\u0113r\u0113jo\u0161\u0101s nozares, k\u0101 \u0137\u012bmija un t\u0113rauds, saskaras ar struktur\u0101lu konkur\u0113tsp\u0113jas zaud\u0113jumu, sal\u012bdzinot ar ASV un \u0136\u012bnu.\u201d<\/p>\n<\/blockquote>\n
R\u016bpniec\u012bba cie\u0161, m\u0101jsaimniec\u012bbas kav\u0113jas<\/p>\n
Elektr\u012bbas cenas Eirop\u0101 joproj\u0101m iev\u0113rojami p\u0101rsniedz l\u012bdz\u012bg\u0101s cenas \u0136\u012bn\u0101 un ASV. \u0160o at\u0161\u0137ir\u012bbu pastiprin\u0101ja ener\u0123ijas tirgus satricin\u0101jumi p\u0113c 2021. gada. Morningstar prognoz\u0113, ka ES elektr\u012bbas pat\u0113ri\u0146a pieaugums no 2024. l\u012bdz 2030. gadam b\u016bs vien 1,1% salikt\u0101 gada pieauguma temp\u0101 \u2013 tas ir nedaudz virs pirms-Covid l\u012bme\u0146a, sal\u012bdzinot ar 1,4% ASV. Past\u0101v\u012bgus faktorus, piem\u0113ram, t\u012bkla nodevas un augsti nodok\u013ci, visticam\u0101k, turpin\u0101s uztur\u0113t cenas augstas. Tas rada ne\u0113rt\u012bbas Eiropas tradicion\u0101laj\u0101m nozar\u0113m un pal\u0113nina elektrifik\u0101cijas izplat\u012bbu m\u0101jsaimniec\u012bb\u0101s, neskatoties uz politisko atbalstu, piem\u0113ram, ES pl\u0101noto izme\u0161u tirdzniec\u012bbas sist\u0113mas papla\u0161in\u0101\u0161anu uz dz\u012bvojamo telpu apkuri no 2027. gada.<\/p>\n
Siltums\u016bk\u0146u izvieto\u0161anas piem\u0113rs ilustr\u0113 \u0161o izaicin\u0101jumu. Morningstar prognoz\u0113, ka l\u012bdz 2030. gadam ES kopum\u0101 tiks uzst\u0101d\u012bti tikai 39 miljoni siltums\u016bk\u0146u, kas ir krietni zem 60 miljonu m\u0113r\u0137a. Iek\u0161zemes elektrifik\u0101cijas \u012bpatsvars pieaugs no 26% 2023. gad\u0101 l\u012bdz 28% l\u012bdz desmitgades beig\u0101m, nodro\u0161inot CO\u2082 izme\u0161u samazin\u0101jumu tikai par 1,7% gad\u0101 \u2013 tas ir l\u0113n\u0101k nek\u0101 iepriek\u0161\u0113j\u0101 desmitgad\u0113 sasniegtais.<\/p>\n
Datu centri un elektriskie transportl\u012bdzek\u013ci sniedz tikai nelielus ieguvumus<\/p>\n
Datu centri k\u013c\u016bst par b\u016btisku jaunas elektr\u012bbas piepras\u012bjuma avotu. Morningstar prognoz\u0113, ka to ener\u0123ijas pat\u0113ri\u0146\u0161 pieaugs par 15% gad\u0101, sasniedzot 182 teravatstundas l\u012bdz 2030. gadam. Elektroener\u0123ijas ra\u017eot\u0101ji, kas piedal\u0101s \u0161aj\u0101 tendenc\u0113, piem\u0113ram, Portug\u0101les EDP, var\u0113tu g\u016bt labumu, t\u0101pat k\u0101 industri\u0101lie uz\u0146\u0113mumi k\u0101 Schneider Electric. Tom\u0113r liela da\u013ca m\u0101ksl\u012bg\u0101 intelekta mode\u013cu apm\u0101c\u012bbas un lieljaudas papla\u0161in\u0101\u0161an\u0101s, visticam\u0101k, paliks ASV, kur zem\u0101kas elektroener\u0123ijas cenas un augst\u0101ka skait\u013co\u0161anas jauda ir pievilc\u012bg\u0101ki faktori.<\/p>\n
\u201eLai gan m\u0113s prognoz\u0113jam, ka akumulatoru elektrisko transportl\u012bdzek\u013cu p\u0101rdo\u0161anas apjoms Eirop\u0101 l\u012bdz 2030. gadam sasniegs 45% no kop\u0113j\u0101s auto tirdzniec\u012bbas, transporta elektrifik\u0101cija Eirop\u0101 l\u012bdz 2030. gadam pieaugs tikai l\u012bdz 5%,\u201d saka Fulops. Neto rezult\u0101t\u0101 CO\u2082 izme\u0161i no autoce\u013cu transporta l\u012bdz 2030. gadam samazin\u0101sies tikai par 5%.<\/p>\n
\u0136\u012bmisk\u0101 r\u016bpniec\u012bba sar\u016bk, za\u013c\u0101 \u016bde\u0146ra\u017ea amb\u012bcijas izgaist<\/p>\n
ES \u0137\u012bmisk\u0101 r\u016bpniec\u012bba, kas jau saskaras ar augst\u0101m ener\u0123ijas izmaks\u0101m, tuv\u0101ko piecu gadu laik\u0101 tiek prognoz\u0113ta sarukums par 10%. Tikm\u0113r Morningstar ir strauji samazin\u0101jis prognozes par za\u013c\u0101 \u016bde\u0146ra\u017ea ra\u017eo\u0161anu, paredzot tikai 0,6 megatonnas l\u012bdz 2030. gadam \u2013 tas ir krietni zem ES 10 Mt m\u0113r\u0137a. Augst\u0101s elektroener\u0123ijas cenas padara za\u013co \u016bde\u0146radi nekonkur\u0113tsp\u0113j\u012bgu vairum\u0101 dal\u012bbvalstu. Neskatoties uz to, Eiropas industri\u0101lie \u010dempioni joproj\u0101m pied\u0101v\u0101 selekt\u012bvas iesp\u0113jas investoriem. Efektivit\u0101tes virz\u012bti uz\u0146\u0113mumi ar pla\u0161\u0101m konkur\u0113tsp\u0113jas priek\u0161roc\u012bb\u0101m, piem\u0113ram, Atlas Copco, ir labi pozicion\u0113ti, lai g\u016btu labumu no ilgtermi\u0146\u0101 augst\u0101m ener\u0123ijas cen\u0101m. Glob\u0101lie \u0137\u012bmisk\u0101s r\u016bpniec\u012bbas sp\u0113l\u0113t\u0101ji ar ekspoz\u012bciju ASV, piem\u0113ram, Dow, var g\u016bt pe\u013c\u0146u, ja Eiropa samazin\u0101s savu \u0137\u012bmisk\u0101s produkcijas apjomu. Un Air Liquide, neskatoties uz v\u0101jo \u016bde\u0146ra\u017ea prognozi, joproj\u0101m ir labi pozicion\u0113ts kontinent\u0101l\u0101s industri\u0101l\u0101s dekarboniz\u0101cijas centienos.<\/p>\n
Politisks un politikas spiediens pieaug<\/p>\n
T\u0101 k\u0101 elektrifik\u0101cijas defic\u012bts k\u013c\u016bst arvien ac\u012bmredzam\u0101ks, politiskais spiediens, visticam\u0101k, pieaugs, lai atliktu vai v\u0101jin\u0101tu galven\u0101s ES klimata politikas. Morningstar nor\u0101da uz pl\u0101noto bezmaksas industri\u0101lo izme\u0161u kvotu pie\u0161\u0137ir\u0161anas izbeig\u0161anu 2026. gad\u0101 un izme\u0161u tirdzniec\u012bbas sist\u0113mas piem\u0113ro\u0161anu dz\u012bvojamo telpu apkurei no 2027. gada k\u0101 potenci\u0101lus str\u012bdus punktus. Pat ES galvenais izme\u0161u m\u0113r\u0137is \u2013 55% samazin\u0101jums l\u012bdz 2030. gadam, sal\u012bdzinot ar 1990. gada l\u012bmeni \u2013 \u0161\u0137iet arvien nesasniedzam\u0101ks. Morningstar prognoz\u0113 43% samazin\u0101jumu, balstoties uz pa\u0161reiz\u0113j\u0101m tendenc\u0113m, jo elektrifik\u0101cijas progress ir vienk\u0101r\u0161i p\u0101r\u0101k l\u0113ns, lai kompens\u0113tu izme\u0161us no atpalieko\u0161aj\u0101m nozar\u0113m.<\/p>\n
\n\u201eEiropa ir non\u0101kusi ne\u0113rt\u0101 starpposma situ\u0101cij\u0101: t\u0101 sedz dekarboniz\u0101cijas izmaksas, nesasniedzot elektrifik\u0101cijas apjomu, kas nepiecie\u0161ams izaugsmes veicin\u0101\u0161anai,\u201d raksta Fulops.<\/p>\n<\/blockquote>\n
Sv\u012btraina perspekt\u012bva vis\u0101 Eirop\u0101<\/p>\n
Zieme\u013ceiropa, Francija un Ib\u0113rijas pussala joproj\u0101m ir relat\u012bvie uzvar\u0113t\u0101ji elektrifik\u0101cijas p\u0101rej\u0101. Pateicoties zem\u0101k\u0101m elektroener\u0123ijas cen\u0101m, pietiekamai t\u012bkla jaudai un bag\u0101t\u012bgai t\u012brai ener\u0123ijai, \u0161ie re\u0123ioni piesaista datu centrus un za\u013c\u0101s industri\u0101l\u0101s projekta. Tom\u0113r investoru optimisms var\u0113tu jau b\u016bt p\u0101rsniegts. Sp\u0101nijas komun\u0101lie uz\u0146\u0113mumi, piem\u0113ram, ir b\u016btiski p\u0101rsniegu\u0161i gaid\u012btos rezult\u0101tus 2025. gad\u0101. Kopum\u0101 Eiropa saskaras ar nepat\u012bkamu realit\u0101ti \u2013 maks\u0101t par dekarboniz\u0101ciju, nesa\u0146emot piln\u012bb\u0101 t\u0101s priek\u0161roc\u012bbas. T\u0101 k\u0101 elektroener\u0123ijas cenas, visticam\u0101k, saglab\u0101sies struktur\u0101li augstas, kontinents risk\u0113 palikt d\u0101rg\u0101 un politiski trausl\u0101 p\u0101rej\u0101 \u2013 p\u0101r\u0101k d\u0101rga, lai no t\u0101s atteiktos, ta\u010du p\u0101r\u0101k l\u0113na, lai sniegtu rezult\u0101tus.<\/p>\n","protected":false},"excerpt":{"rendered":"Eiropas klimata m\u0113r\u0137i kr\u012bzes priek\u0161\u0101: vai ener\u0123ijas cenu dr\u0101ma aptur\u0113s za\u013co p\u0101reju? Eiropas centieni dekarboniz\u0113t savu ekonomiku saskaras…\n","protected":false},"author":2,"featured_media":60146,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[77,76,11841,15886,15887,13703,35,39,38,36,37,34,40,10245],"class_list":{"0":"post-60145","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-bizness","9":"tag-business","10":"tag-dekarbonizacija","11":"tag-eiropas-klimata-merki","12":"tag-elektrifikacija","13":"tag-energijas-cenas","14":"tag-latvia","15":"tag-latvian","16":"tag-latviesu","17":"tag-latviesu-valoda","18":"tag-latviesuvaloda","19":"tag-latvija","20":"tag-lv","21":"tag-zala-pareja"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115623902814205638","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/60145","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=60145"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/60145\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/60146"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=60145"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=60145"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=60145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}