📰 2026-04-07 22:30 更新
🔸 Has electricity decoupled from gas prices in Germany? / 电力是否与德国的天然气价格脱钩？
🔗 Has electricity decoupled from gas prices in Germany?
🔥 16 points
原文:
What does “decoupled” mean? In a gas-dominated electricity market, the marginal generator setting the price is almost always a gas-fired power plant (CCGT). That means electricity prices are structurally linked to gas prices â when gas rises, electricity rises with it. Decoupling happens when enough zero-marginal-cost renewable generation (wind, solar) pushes gas off the margin for enough hours that the annual average electricity price no longer tracks gas. Implied electricity price = TTF g…
译文:
“脱钩”是什么意思？在天然气主导的电力市场中，设定价格的边际发电机几乎总是燃气发电厂（ CCGT ）。这意味着电价在结构上与天然气价格挂钩–当天然气价格上涨时，电价也随之上涨。当足够的零边际成本可再生发电（风能、太阳能）将天然气从利润率中推出足够长的时间，以至于年平均电价不长时，就会发生脱钩 r跟踪燃气。隐含电价= TTF g…
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