| Ʒ ġ÷Ŭ ƴ Դϴ. ؿ ֽĿ ظ Ұϰ ΰ Ϲ ȸ մϴ. ġ÷Ŭ Ʒ ؿֽ 2~3ȸ Ұϸ Ʈ ǥ ÷ Դϴ.
[ : ڿ Ư ̱ ũ(valuewalk.com) Ʈ м 2~3 Ұմϴ. ̱ Ȳ ظ ּ ߰ Դϴ. ũ ̱ ǥ ġ Ʈ ϳ ġڿ پ ڷḦ մϴ.]* Ʒ Ư ũ(valuewalk.com) 2 4 Դϴ. ֽĿ ش Դϴ.
ϴ RWE: ݴ ġ ̼ [Ž ij ֽĺм ]
츮(Ž ij) ֱ θ ȸڵǴ ESG ڰ ߸ صǰ , ִٰ ִ(츮 ֱ 鼭 Failure to Impact' ). κ ESG Ȱ ESG ԽŰ ߱⺸ٴ ̳ ۡ зϴ Ȱó Ǿ Դ. ̴ ߸ ̴. ESG ڴ ȸ ýð ϴ õǾ ũ ߿ , , ں ϴ ּ ȴ.
ESG ̶ ȯ ȸ ε 濵 ϰ ִ ֽ , ǰ ڱݼ ϰ ְ, ȯ ȸ åӿ ƴ϶ ν , , ں ϱ ϴ ̴. ̷ 鿡 ESG , ƹ ص ġ ʴ () ƴ϶, ȭ ̷ ÿ ͵ ϴ ̴.
̷ 鿡 3 λϴ ̸ ؿ dz¹ ι ۷ι ڸ Ⱑ ƿƼ RWE(FWB: RWE) ġ ִ. , յ ź ߽ ƿƼ ȯ ִ RWE Ӱ ϸ, ͼ ǰ ں ϸ鼭, ũ Ȳ Ǿ ȸ ݴ ġ ̴. ̷ ȯ ɸ ̴. ڵ ESG ҵ ߽Կ RWE ź ̼, ٸ ̼ ް ̴.
츮 м RWE ġ ִ 55~60 ̴. ְ ġ , ͷ ְ 62~77% ȴ. 濵 2025~2035 ȹ ̻ ߰ µ ϴ.
RWE: ȯ, 10
2017 ִ ± ̿(E.ON) ڻ꽺 ǥ , RWE ź ڷ¹ ַߴ ƿƼ̾. ƿƼμ RWE ̾. ֱ å ȭ RWE ߴ. ٴ ƴ 2015 2016 Ư ñ⸦ ģ , RWE ǰ(ҸŰ, , / ) ̳(Innogy) ü лϰ 75% ߴ.
ҷ ⺻ ڻ길 ȸ(RWE) Ȯ ο ȸ(̳) źߴ. RWE ٽ » Ȳ λ 2017 ߹ 17 ڷ ȯ Ǿ.
̷ Ȱϱ , ź ȭ¹ Ȯ 2018 RWE 濵 ϰ E.ON Ը ڻ꽺 ǥߴ. ⺻ RWE ̳ κ ̳ E.ON ѱ , E.ON κа E.ON 16.7% ޱ ڻ꽺̾( ŷ 2019 2020 ʿ ϷǾ). ڻ꽺 RWE 뷮 3.4 GW 8 GW , Ҹſ .
[] RWE E.ON ڻ꽺
ڻ꽺ҿ ǰ ̱ , ڻ꽺ҿ Ǵ RWE ȯ ľ ߴ. ڻ꽺ҿ RWE ȯ
∙ : RWE ̳ ڷ° ź ι ս . ٽ 帧 ̸ ߴ. ̷ 帧 شȭ ε, 帧 شȭ δ RWE ź ȭ¹ ڻ ȿ ں ϴ Ϳ ־. ̷ ְ ں ɼ ѵǾ, Ǿ ־.
∙ : ڻ꽺 RWE ̳Ⱑ âϴ 帧 ѱ 帧 Ҵ. , RWE ڻ ο μ , ̸ 6 ߴ. RWE-- ڻ Ǵ ä -- ƿƼ ִ ü ߴ. RWE ٽ ƿ ߰ ִ ߴµ, ̴ ְ ̴.
[] ڻ꽺 RWE ڻ Ȳ
ڷ: Massif Capital, RWE м
ڻ꽺 ϷǾ RWE 濵 ̷ ְ Ǿ. Ӱ RWE ι ؿ dz, dz ¾翭, /̿Ž/, , ź/ڷ 5 ι ȴ. ٽ (ź/ڷ ٸ ι) Ѽ뷮 28 GW̸, ź/ڷ ι Ѽ뷮 15 GW̴.
∎ ο ι
RWE ȯ 忡 ϴ ȸ ٺ ٲҴ. E.ON ڻ꽺 RWE ڻ ڻ ġ罽 ݿ ִ յ ƿƼ̾. ڻ꽺 RWE Ͱ ̷ κ ι âس » Ǹ ߽ źߴ.
E.ON ̳ ι 뵦(Nordex: dz¹ ) ؼ 6 ڰ RWE 2022 3 ڷ λ ̴. 2020 3б RWE 뷮 9.2 GW 2019 6% ̻ , 2022 50 ̸ 13 GW ø ȹ̴. μ Ʈ п RWE ؿ dz¹ ι 1 (Orstead) ̾ 2 ۷ι ü Ǿ. RWE 24.7 GW ִ Ը ϸ, 3.4 GW 2022 ǥġ 13 GW Ϻη Ǽ ߿ ְ, 2.7 GW 2022~2026 ȭ ø ǥ ߿ ִ.
[] RWE 뷮 Ȳ: 2022 ǥ-13 GW, -GW
('19 뷮, '20 , '20 뷮, '21 , '22 , ǥġ ̴, '22 뷮)
ڷ: Massif Capital, RWE м
∎ ڷ/ź ι ȭ
RWE ϰ ִ 2.7 GW 뷮 ڷ 꼳 2022 ߴܵ ̴. ܰ Żå »ü ڷ ü ڽ å Ѵ. RWE 濵 ȸ ڷ ü 61 θ Ҵ. ü ΰ å.
̷ ڷ м ܿ 2022 ź ȭ¹ ܰ ̴. ź ȭ¹ ܰ ΰ ϰ Թȭ ȹ ̴. ź ڻ ΰ ش ϸ鼭 ܰ ̰, ź ΰ ݾ ϸ鼭 ܰ ̴.
ź ⸦ ù ° Ű 2020 12 ־, ſ RWE 1.6 GW 뷮 ź ϴ 밡 2 1,600 θ ް Ǿ. 1.6 GW ź Կ , RWE Ʈ ź ڻ 뷮 0.8 GW Ұϴ. RWE 濵 0.8 GW ⸦ 2022 ſ ĥ δ. 2022 ſ ؿ ϰ MW ִ 15 5,000 δ. 12 ſ RWE MW 13 8,000θ Ҵ. RWE ݰ Ȱ 濵Ѵٰ , ź ȭ¹ ڻ 0.8 GW ġ 1 1,000 ̸, ִδ 0.17̴.
ź ڻ Ѻ 15 ҷ Ǹ, RWE 26 θ ް ȴ. 46 η Ǵ Żź Ϻθ ̴. RWE 濵 Żź ηκ ݰ E.ON 15% Ϸ ϰ ִ.
[] RWE ̻ȭź ǥ: -100
*RWE-- ź ȯȹ ĸ ؼ ϴ -- TPI(Transition Pathway Initiative) Żź ȹ ִµ, TPI RWE ź ȯ ε ĸ ؼϰ ִٰ ߴ. RWE źҹ ⷮ ǥ SBTI(Science Based Target Initiative) ɻ縦 , SBTI RWE ǥ ĸ ؼϰ ִٰ Ȯߴ.
ڷ: Massif Capital, RWE м
2020 ں 翡 RWE ź ȸ 뷮 ϴ ߰ 귮 ϴ 2023 25% 35% ̸, 2030 10% ̸ 20% ̸ ߴ. RWE ȴٰ ϸ, RWE Żźȭ -- ȯ ļ-- żϰ Ϸ δ. ź ȭ¹ Ҵ ̻ȭź ⷮ ̰, ̴ 2040 ǥ ̻ȭź ⷮ (ź߸) ϴ δ. ź ҿ ұϰ, RWE 2023 90% ̻ ϰ 2030 źҼ ΰ ϴ 100% ν νϴ ͺ Ⱑ 迡 Ǿ ִ. <>
* ó: øŰ(Jacob Wolinsky), ũ(valuewalk.com) â, : Ž ij(Massif Capital), THE NEW RWE: A EUROPEAN UTILITY TRANSITION – MASSIF CAPITAL," 2021 2 4, https://www.valuewalk.com/new-rwe-massif-capital/
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