《Team Sweden：2024葡萄牙能源和绿色转型报告-瑞典公司在葡萄牙能源领域的潜在机会和合作伙伴关系（英文版）（15页）.pdf》由会员分享，可在线阅读，更多相关《Team Sweden：2024葡萄牙能源和绿色转型报告-瑞典公司在葡萄牙能源领域的潜在机会和合作伙伴关系（英文版）（15页）.pdf（15页珍藏版）》请在三个皮匠报告上搜索。

1、 PORTUGALS ENERGY AND GREEN TRANSITION Potential opportunities and partnerships for Swedish companies within Portugals energy sector Wednesday,15 May 2024 2(15)EXECUTIVE SUMMARY Portugal is dedicated to achieving climate neutrality by 2045 and having 85%of its electricity sourced from renewables by

2、2030.To reach these goals,renewable energy capacity will primarily focus on solar photovoltaics,onshore and offshore wind,and hydropower.Both national and international investments and funds will be leveraged to successfully reach Portugals climate neutrality goal.This includes the Recovery and Resi

3、lience Plan,and Portugals temporary crisis framework,which aims to accelerate the production of batteries,solar panels,wind turbines,heat-pumps,electrolysers,and equipment for carbon capture usage and storage.A robust grid network infrastructure is crucial for realizing these ambitions,prompting the

4、 government to prioritise improvements between 2025-2030 to facilitate greater integration of renewable energy.By 2030,20.4 GW of onshore and offshore wind farms will be installed.Onshore wind investments will focus on hybridisation,over-equipping and retrofitting current wind farms to increase thei

5、r competitiveness while offshore investments will aim at building on existing resources on the national coastal zone.Portugal also aims to install 21 GW of photovoltaic energy by 2030.In the short-term,these investments focus on reinforcing the grid where it lacks capacity for large PV projects as w

6、ell as booting the establishment of renewable energy communities.Additionally,Portugal aims to integrate 8%of green hydrogen into its energy consumption,transport,and industry sectors by 2030.Strategic investment opportunities for green hydrogen,such as the Sines Industrial and Logistic Zone,are hig

7、hlighted.Opportunities for Swedish companies can be found in relevant engineering,materials,components,and expertise for the deployment of Portugals wind energy,photovoltaic,green hydrogen,and grid infrastructure.SAMIRA GRYLIN-ALLALOU Market Area Director and Trade Commissioner,Business Sweden samir

8、a.grylin-allaloubusiness-sweden.se LISA QVARFORDT First Secretary,Swedish Embassy Portugal lisa.qvarfordtgov.se MANUELA STIERNA Consultant,Business Sweden manuela.stiernabusiness-sweden.se 3(15)TABLE OF CONTENTS 1.Portugal national energy strategy.4 1.1.National Energy and Climate Plan 2021-2030.4 1

9、.2.European funds and initiatives.5 2.Business opportunities for Swedish companies.6 2.1.Wind energy.7 2.1.1.Strategy and planned investments.7 2.1.2.Open calls.7 2.1.3.Business opportunities.7 2.1.4.Relevant stakeholders.7 2.2.Solar energy.8 2.2.1.Strategy and planned investments.8 2.2.2.Open calls

10、.8 2.2.3.Business opportunities.8 2.2.4.Relevant stakeholders.8 2.3.Green hydrogen.9 2.3.1.Strategy and planned investments.9 2.3.2.Open calls.9 2.3.3.Business opportunities.9 2.3.4.Relevant stakeholders.9 2.4.Grid infrastructure.10 2.4.1.Strategy and planned investments.10 2.4.2.Open calls.10 2.4.3

11、.Business opportunities.10 2.4.4.Relevant stakeholders.10 3.Conclusions and recommendations.11 4.References.12 5.Appendix.14 4(15)1.PORTUGAL NATIONAL ENERGY STRATEGY Portugal is committed to achieving climate neutrality by 2045,with focus on increasing renewable energy capacity,energy efficiency and

12、 electricity interconnections.Investment projects within the production of batteries,solar panels,wind turbines,heat-pumps,electrolysers as well as carbon capture utilisation and storage(CCUS)can apply for state support and direct grants.1.1.National Energy and Climate Plan 2021-2030 The renewable e

13、nergy sector is a significant contributor to the Portuguese economy,promoting regional development,boosting the industrial and business sector,driving innovation,attracting international investment,and generating employment.In November 2023,Portugal experienced a remarkable milestone in its renewabl

14、e energy journey.For six consecutive days,the total renewable energy production in the country exceeded the national energy consumption requirements for the same period.This achievement confirms Portugals success in integrating renewable energy sources into its energy mix.In June 2023,the former Por

15、tuguese Government submitted a revised version of its National Energy and Climate Plan 2030(PNEC 2030)to the European Commission.Portugal is committed to achieving climate neutrality by 2045 and cutting 55%of its greenhouse gas emission compared to 1990 levels by 2030.To attain this,the following ta

16、rgets have been set:By 2026,80%of energy production will come from renewable sources.By 2030,85%of the electricity mix will come from renewable energy sources.Portugal aims to install 42.4 GW of renewable energy by 2030,which is more than 2.5 times the capacity installed in 2022.This will be achieve

17、d through both public and private initiatives.In the short-term,the focus is on reinforcing the national energy grid,as well as increasing production of offshore wind farms.Table 1:Prospects for renewable electricity generation in Portugal towards 2030,based on planned policies and measures.Source C

18、apacity in 2025 Capacity in 2030 Solar photovoltaic 8.4 GW 20.4 GW Onshore wind 6.3 GW 10.4 GW Offshore wind 0 GW 2 GW Hydropower 8.1 GW 8.1 GW Biomass 1.2 GW 1.4 GW Geothermal 0 GW 0.1 GW 5(15)1.2.European funds and initiatives Portugal currently receives different types of fundings from the Europe

19、an Commission,aimed at supporting the decarbonisation of the economy and the energy transition.These financing possibilities are available to both the public and private sectors.Recovery Resilience Facility(RRF)In 2020,the European Commission introduced NextGenerationEU,a temporary recovery tool aim

20、ed at helping Europes economic bounce-back from the COVID-19 crisis while steering towards a greener,more digital,and resilient future.At the heart of NextGenerationEU lies the Recovery and Resilience Facility(RRF),offering grants and loans to facilitate reforms and investments across EU member stat

21、es.Within this framework,Portugal has secured funding for its recovery and resilience initiatives,along with its temporary crisis response framework.Recovery and Resilience Plan(RRP)Portugal was one of the recipients of the NextGenerationEU recovery instrument.Portugals National Recovery and Resilie

22、nce Plan(NRRP)will mobilise up to 22.2 billion in the period 2021-2026.Some of the planned investments leading up to 2026 include:industry decarbonisation,sustainable bioeconomy,energy efficiency in buildings,hydrogen and renewable gases and sustainable mobility.Follow the latest information here.Po

23、rtugals temporary crisis framework Under the Recovery and Resilience Facility,the European Commission has authorised 350 million to the Portuguese government to ensure the availability of the means of production for items needed to accelerate the transition towards a net-zero economy.As presented on

24、 the 20th of March by the former Minister of Economy and Maritime Affairs of Portugal,Mr.Antonio Costa Silva,investment projects with strategic importance for the energy transition in Portugal can receive direct state support under the temporary crisis and transition framework.The aid will take the

25、form of direct grants and will be open to companies producing the following equipment:a)Production of batteries,solar panels,wind turbines,heat-pumps,electrolysers,and equipment for carbon capture usage and storage(CCUS)b)Production of key components designed and primarily used as direct input to pr

26、oduce the equipment defined under(a).c)Production or recovery of related critical raw materials necessary to produce the equipment and key components defined under(a)and(b).Portugal 2030 Programme for Climate Action and Sustainability(PACS)PACS,created by the European Commission,is a key instrument

27、for Portugal to address the challenges of the energy transition and achieve carbon neutrality by 2045.This programme foresees investments of around 3.1 billion and covers several aspects,including climate change adaptation,risk prevention and disaster resilience,the transition to a circular economy

28、and sustainable urban mobility.6(15)Important Projects of Common European Interest(IPCEI)Important Projects of Common European Interest(IPCEI)serve as strategic tools for realizing the European Union Industrial Strategy.They aim to facilitate large-scale consortia focused on research and development

29、.In Portugal,this measure is promoted by the National Innovation Agency(ANI)in partnership with the Agency for Competitiveness and Innovation(IAPMEI).2.BUSINESS OPPORTUNITIES FOR SWEDISH COMPANIES Portugal can provide business and investment opportunities for Swedish companies within wind energy,sol

30、ar energy,green hydrogen,and grid infrastructure.In the short-term the national priorities are to reinforce the national grid and develop Portugals offshore wind capacity.Portugal aims to attract international investments in the production of equipment relevant for the transitioning to a net-zero em

31、ission economy.Anabela Raposo,Senior Investment Manager,AICEP 7(15)2.1.Wind energy 2.1.1.Strategy and planned investments In line with the revised targets outlined in the Portuguese National Energy and Climate Plan(PNEC),Portugal aims to install 12.4 GW of onshore and offshore wind capacity by 2030.

32、Table 2:Portugals forecasted installed capacity for onshore and offshore wind 2025 and 2030.Source Capacity in 2025 Capacity in 2030 Onshore wind 6.3 GW 10.4 GW Offshore wind 0 GW 2 GW Onshore wind investments will focus on hybridisation,over-equipping and retrofitting current wind farms to increase

33、 their competitiveness.Offshore investments will aim at building on the existing resources in the national coastal zone.In addition to the PNEC strategy,in 2022 the former Portuguese Government announced the target of getting 10 GW of offshore wind capacity attributed until 2030.According to the Por

34、tuguese Offshore Renewable Energy Allocation Plan(PAER),the government will offer contracts for 3GW by 2025,and 10GW by 2030.This target reflects Portugals determination to position itself as a leading player in ocean renewable energies,strengthened by the countrys advantageous geographical position

35、 and favourable natural and infrastructure conditions.2.1.2.Open calls In November 2023,the former Portuguese government asked offshore wind developers to show interest in joining the upcoming 10GW tenders.The initial auction will likely offer up to 3.5GW of capacity across several strategic locatio

36、ns such as Viana do Castelo(1 GW),Leixes(500 MW),and Figueira da Foz(2 GW).50 developers,from more than 10 different countries,expressed interest in building offshore wind farms in Portugal.This substantial involvement shows that the Portuguese offshore wind market is interesting and attractive for

37、international investors.At present,developers are waiting for Portugals newly established government to inform them regarding the next steps.2.1.3.Business opportunities Swedish companies can provide relevant engineering,materials,components,and expertise for the deployment of offshore wind farms in

38、 Portugal.It is important to initiate dialogue with the key developers active in the public tenders to analyse their timelines,needs and openness for business collaborations.2.1.4.Relevant stakeholders The relevant stakeholders within Portugals Wind Energy sector are:FINERGE,EDP Renovaveis,Ventient

39、Energy,Generg,Trustenergy,Lestenergia,Acciona Energa Portugal and Iberdrola.Appendix 1.List of 50 developers expressing interest in offshore tenders.8(15)2.2.Solar energy 2.2.1.Strategy and planned investments In recent years,solar power technology has become a lot more affordable and competitive,wh

40、ich combined with the abundance of the resource in Portugal has become of strategic importance for the national strategy.This aligns well with the revised National Energy and Climate Plan(NECP),which underscores the commitment to increase solar photovoltaics(PV)capacity within the countrys energy la

41、ndscape.Table 3:Portugals forecasted installed capacity for photovoltaic energy 2025 and 2030.Source Capacity in 2025 Capacity in 2030 Photovoltaic energy 8.3 GW 21 GW The Portuguese government aims to boost solar capacity through two main approaches:public auctions and direct agreements.Public auct

42、ions will be the short-term focus for the reinforcement of the grid where it lacks capacity for large PV projects.Direct agreements will focus on both self-consumption PV and PV power plants.The PNEC has included the need for decentralised production(Renewable Energy Communities)as a parallel soluti

43、on for saturated grid capacity.The promotion and dissemination of decentralised energy production from renewable energy sources and energy communities will grow significantly by 2030.2.2.2.Open calls Self-consumption PV installations is the fastest-growing section of the Portuguese solar market.A sh

44、ort-term programme will be launched during 2024 to support businesses,municipalities,and citizens towards self-consumption projects.In the short-term there are no new tenders published for large PV power plants,due to the prioritised reinforcement of the grid.DGEG is the main stakeholder when it com

45、es to approval grid access.It decides on a case-by-case basis whether projects are in sensitive areas,subject to an environmental impact assessment(EIA).2.2.3.Business opportunities Swedish companies can add value with solutions in relevant smart grid equipment such as:grid management support system

46、s,aggregators of producers and/or consumers,bidirectional smart meters,storage systems and local energy production to support Portugal build the grid model of the future.Swedish companies with solutions within production of equipment for batteries and solar panels could also be relevant in the Portu

47、guese market.2.2.4.Relevant stakeholders The relevant stakeholders within Portugals solar energy sector are:EKZ Renewable AG,Galp New Energies,Exus Management Partners,Finerge,Capwatt,Salvador Caetano and Acciona.9(15)2.3.Green hydrogen 2.3.1.Strategy and planned Investments In August 2020,Portugal

48、approved its National Hydrogen Plan,recognizing hydrogen as a key element in decarbonising various sectors of the Portuguese economy.The plan aims to complement the electrification strategy by reinforcing supply security,decreasing energy dependence,reducing greenhouse gas(GHG)emissions,and enhancin

49、g efficiency in both energy production and consumption.The plan set the following targets for 2030 regarding green hydrogen incorporation:8%of green hydrogen in final energy consumption 8%of green hydrogen in road transport consumption 8%of green hydrogen in industry sector consumption 20%of green h

50、ydrogen injected in natural gas network.5.5 GW electrolysers capacity The Portuguese market offers different strategic green hydrogen investment opportunities such as Sines Industrial and Logistic Zone(ZILS)or the H2Med Project.ZILS is a strategic industrial area on the Iberian Peninsula,which is se

51、t to become a hub for renewable hydrogen production.It targets industries within green steel,ammonia,and methanol.The H2med project aims to link hydrogen networks across the Iberian Peninsula to Northwest Europe by 2030,with support from France,Spain,Portugal,and Germany.This initiative includes cre

52、ating a 100%hydrogen green corridor(H2Med)to connect the Iberian Peninsula to Europe,with a 350 million investment.Portugals involvement in the project focuses on reinforcing the gas transmission network between Figueira da Foz and Celorico da Beira and establishing an interconnection with Spain(Cel

53、za).2.3.2.Open calls The Portuguese government is actively promoting green hydrogen projects through a dedicated investment of 255 million.In January 2023,the former government published plans for the first green hydrogen auction,scheduled for 2023,encompassing the production of 250 GWh/year of biom

54、ethane and 120 GWh/year of green hydrogen.More information is yet to be published by the newly established government.2.3.3.Business opportunities There could be potential opportunities for Swedish businesses with relevant offerings in engineering,materials,components,and expertise for the deploymen

55、t of green hydrogen in Portugal.Examples of strategic projects:2.3.4.Relevant stakeholders The relevant stakeholders within Portugals green hydrogen sector are REN-Gasodutos,Galp,EDP,Hyperion,Efarec,Bondalti.NeoGreen and Nanigator.H2Enable H2Driven Aveiro Green H2 Valley Nazare Green Hydrogen Valley

56、 MedoquaPower GreenH2Atlantic Neogreen P2X Portugal H2tALENT 10(15)2.4.Grid infrastructure 2.4.1.Strategy and planned investments Portugal faces challenges with its grid network infrastructure,where currently the generative capacity is higher than the capacity of the transmission.Consequently,the go

57、vernment is prioritising improvements to the transmission network to facilitate greater integration of renewable energy sources.The plan set the following targets between 2025 to 2030:Promoting and strengthening the resilience of electricity distribution infrastructure Promoting the modernisation of

58、 the network Promoting the strengthening of energy networks Portugals government has also set a target of 15%electricity interconnection by 2030,reinforcing the alignment with Spain and France.This target is aligned with the European Commissions REPowerEU initiative and consolidates the agreement be

59、tween Portugal and Spain to have a common Iberian Electricity Market(MIBEL).The next planned Portugal-Spain interconnection is the Minho-Galicia project.2.4.2.Open calls In February 2024,the former Portuguese government announced in Resolution 27/2024 that the number of tenders for the concession of

60、 the Portuguese low voltage grid will be revealed in October 2024.Municipalities will have to launch their respective tenders no later than June 30,2025.The Portuguese Energy Services Regulatory Authority(ERSE)has until 31st July 2024,to provide municipalities with the documentation regarding the as

61、sets allocated to the distribution grid.Thereafter,municipalities have until 31st October 2024,to agree on the creation of intermunicipal concessionaires.2.4.3.Business opportunities Swedish businesses can provide relevant engineering,materials,components,and expertise for the reinforcement of Portu

62、gals grid infrastructure,as well as critical raw materials necessary to produce the equipment and key components.2.4.4.Relevant stakeholders The relevant stakeholders within Portugals grid infrastructure sector are:Directorate-General for Energy and Geology(DGEG):main stakeholder when it comes to ap

63、proval for grid access.Also contributes to the design,promotion and evaluation of policies relating to energy and geological resources,with a focus on sustainable development and ensuring of supply security.Portuguese Environment Agency(Apa):responsible for the implementation of environmental polici

64、es in Portugal.Redes Energticas Nacionais(REN):single company handling mainland transmission in Portugal.EDP Distribuicao(E-Redes):most important distribution network.Municipalities:within the scope of the licensing process for renewable energy projects,the municipality plays a leading role in obtai

65、ning the municipal license,as well as a decisive role in electrical and environmental licensing.11(15)3.CONCLUSIONS AND RECOMMENDATIONS By 2030,Portugal aims to have 85%of its electricity mix from renewable energy sources.This will require the installation of substantial capacities in onshore and of

66、fshore wind and photovoltaic energy,alongside the integration of green hydrogen into its energy mix.Currently,Portugal needs to prioritise enhancements to the grid infrastructure in order to enable the integration of renewable energy sources,as well as the production of batteries,solar panels,wind t

67、urbines,heat-pumps,electrolysers,and equipment for carbon capture usage and storage.All these investments are supported by both national and European initiatives.This situation presents an opportunity for collaboration between Swedish companies and strategic public and private projects in Portugal.S

68、weden can provide expertise and resources in engineering,materials,components,and specialised knowledge for renewable energy and grid development which can significantly contribute to Portugals green energy transition.Business Sweden,in collaboration with the Swedish Embassy,can help Swedish compani

69、es capture the market potential in Portugals energy market,by providing strategic advice,stakeholders engagement,sales execution,and operational support.Business Sweden will shorten time to market,find new revenue streams,and lower risks for international investments.12(15)4.REFERENCES Interviews:An

70、abela Raposo(2024),Portuguese Agency for Trade and Investment(AICEP).Interviewed by Manuela Stierna,19th of March 2024.Desktop research:AICEP(2024),ZILS Industrial Zone,Available at:ZILS EN-aicep Global Parques(Accessed 16 March 2024)AICEP(2024),Why Invest in Portugal,Lisbon APREN(2023),Electricity

71、Generation by Energy Sources in Mainland Portugal in 2023.Available at:https:/www.apren.pt/en/renewable-energies/production(Accessed 6 March 2024)APA Agencia Portuguesa da Ambiente(2023),Plano Nacoinal de Energia e Clima(PNEC)Available at:Plano Nacional de Energia e Clima(PNEC)|Agncia Portuguesa do

72、Ambiente(apambiente.pt)(Accessed 8 March 2024)Cuatrecasas(2024),Exceptional Procedure for Allocating Grid Connection Capacity-Sines,Available at:Exceptional Procedure for Allocating Grid Connection Capacity-Sines()DGEG(2023),Announcement no.220-A/2023,Lisbon Cuatrecasas(2024),Low-voltage electricity

73、 distribution concessions:Tender timeline,Available at:Low-voltage electricity distribution concessions:Tender timeline()(Accessed 14 March 2024)DGEG(2019),Roteiro e Plano de Acao para o hidrogeno em Portugal,Lisbon ERSE(2023),The electricity sector,Available at:The sector(erse.pt)(Accessed 14 March

74、 2024)ERSE Portuguese Regulatory Entity for Energy Services(2023),The gas sector.Available at:https:/www.erse.pt/en/gas/thesector/#:text=Portugal%20has%20no%20natural%20gas,suppliers%20are%20Algeria%20and%20Nigeria.(Accessed 6 March 2024)European Commission(2024),Commission approves 350 million Port

75、uguese State aid scheme to support investments in equipment necessary to foster the transition to a net-zero economy,Available at:350 million Portuguese State aid scheme(europa.eu)(Accessed 14 March 2024)Executive(2024),Projecto estrategicos para transicao energetica elegiveis para auxilios de Estad

76、o,Projetos estratgicos para transio energtica elegveis para auxlios de Estado Executive Digest(sapo.pt)(Accessed 16 March 2024)H2Med(2024),Europes first major green hydrogen corridor,Available at:H2med-Europes first major green hydrogen corridor()(Accessed 16 March 2024)K2M Management(2023),Challeng

77、es and Opportunities in Portugals offshore wind market,Available at:Challenges and Opportunities in Portugals Offshore Wind Market()(Accessed 8 March 2024)13(15)La Opinion(2022),El corredor de energa verde para unir Portugal y Zamora costara 350 millones,Available at:El corredor de energa verde para

78、 unir Portugal y Zamora costar 350 millones-La Opinin de Zamora(laopiniondezamora.es)(Accessed 13 March 2024)Lisbon Energy summit(2024),How is Portugal preparing to accelerate offshore wind energy production?Available at:https:/ 8 March 2024)LNEG Laboratoria Naicional de Energia e Geologica(2021),Of

79、fshore Plan,Available at:OffShorePlan Planeamento do Aproveitamento das Energias Renovveis OffShore em Portugal(lneg.pt)(Accessed 8 March 2024)MI(2023),Portugal Energia Solar empresas,Available at:Portugal Energa Solar empresas-Lista de las Mejores Empresas()(Accessed 13 March 2024)Mitsui(2023),Mits

80、ui to invest in Renewables Diesel and SAF Production Business in Portugal,Available at:Releases|Mitsui to invest in Renewable Diesel and SAF Production Business in Portugal-MITSUI&CO.,LTD.(Accessed 16 March 2024)Offshore Wind(2023),50 developers Express Interest to Build Wind Farms Offshore Portugal

81、,Available at:50 Developers Express Interest to Build Wind Farms Offshore Portugal|Offshore WindPortugal launches tender for 50 MW of floating solar pv magazine International(pv-)(Accessed 11 March 2024)Portuguese Government(2023),Abierta Primera etapa do concuso de elica offshore,Available at:Abert

82、a primeira etapa do concurso de elica offshore-XXIII Governo-Repblica Portuguesa(portugal.gov.pt)(Accessed 11 March 2024)Portuguese Government(2023),National Energy Plan and Climate 2021 2030(NECP 2030),Revised Draft version,Portugal June 2023.Portuguese Government(2020),Portugal National Hydrogen S

83、trategy(2020),Lisbon.Portuguese Government(2020),Portugals recovery and resilience plan.Available at:https:/commission.europa.eu/business-economy-euro/economic-recovery/recovery-and-resilience-facility/country-pages/portugals-recovery-and-resilience-plan_en(Accessed 6 March)PV Magazine(2023),Portuga

84、l launches tender for 50MW of floating solar,Available at:50 Developers Express Interest to Build Wind Farms Offshore Portugal|Offshore WindPortugal launches tender for 50 MW of floating solar pv magazine International(pv-)(Accessed 11 March 2024)Review Energy(2023),Portugal needs to develop infrast

85、ructure and grid capacity to meet the PNEC challenges,Available at:Portugal needs to develop infrastructure and grid capacity to meet the PNEC challenges(review-)(Accessed 11 March 2024)Universal Kraft(2023),The opportunities of the solar market in Portugal,Available at:The opportunities of the sola

86、r market in Portugal|Universal Kraft(Accessed 13 March 2024)14(15)5.APPENDIX Appendix 1 List of developers expressing interest in developing offshore wind projects in Portugal.We help Swedish companies grow global sales and international companies invest and expand in Sweden.BUSINESS-SWEDEN.COM BUSINESS SWEDEN Box 240,SE-101 24 Stockholm,Sweden World Trade Center,Klarabergsviadukten 70 T+46 8 588 660 00 F+46 8 588 661 90 infobusiness-sweden.se LINKEDIN.COM/COMPANY/BUSINESS-SWEDEN FACEBOOK.COM/BUSINESSSWEDEN TWITTER.COM/BUSINESSSWEDEN INSTAGRAM.COM/BUSINESSSWEDEN