▶▶▶Continuously updated/0403 earthquake situation quick report
Issue 3-2offshore wind powerThe development bids will be closed on April 10. Many wind power developers have recently made frequent requests to legislators andMinistry of Economic AffairsWe sincerely hope that the business selection and bidding process for Phase 3-2 can be postponed, and it is recommended that the bids be opened at the end of this year. Industry insiders said that based on three major reasons, including funding sources, localization policies, and ship dispatching, they hope that the government can give breathing space, which will also positively help the development of the country’s overall wind power industry.
In recent years, global inflation and interest rates have soared, pushing up the cost of offshore wind power construction. In addition, power purchase and sale agreement (CPPA) negotiations between developers and domestic companies have reached a stalemate, affecting the progress of Phase 3-1 of the Ministry of Economic Affairs’ third phase block development. The Ministry of Economic Affairs has decided to extend the approval process for phase 3-1 of offshore wind power block development by half a year. In other words, the grid connection was originally scheduled for 2026 and 2027, but as long as it is connected to the grid at the end of June 2026 and the end of June 2027, it will be deemed not to be in breach of contract.
The progress of Phase 3-1 offshore wind power development has been delayed, and now it is reported that the progress of Phase 3-2 development is also in trouble. Many wind power industry players pointed out that global offshore wind power is facing a general environment such as rising raw materials and interest rates, and development costs are rising. On the one hand, the developers of Phase 3-1 of offshore wind power are developing wind farms, and on the other hand, they are conducting CPPA price negotiations with power purchasing companies. At the same time, bids for Phase 3-2 need to be prepared, and the candles are burning. We call on the competent authorities to postpone the selection process for Phase 3-2.
For the Phase 3-2 supplier selection exercise, most manufacturers advocated postponement, but wind power manufacturer Wo Xu, who did not participate in Phase 3-1, advocated maintaining the original schedule. Wind turbine supplier Siemens also opposed the postponement.
Industry insiders pointed out that if the government insists on completing the 3-2 bidding process on April 10, most businesses will face at least three major problems. First of all, there is a strong demand for financing for the 3-2 phase development, and the role of domestic public equity banks will be more important. However, after seeing the unfavorable development progress of the 3-1 phase, the credit granted by the eight major banks for offshore wind power has become a factor considering the general environment. Changes require more caution than in the past, especially if there is a default in lending, and no one can bear the responsibility of holding the bank accountable from the top to the grassroots managers. Coupled with the impact of rising interest rates, just obtaining funds is currently quite a challenge.
The second difficulty for industry players is the localization policy of wind power. Industry insiders said that this policy was proposed by Shen Rongjin when he was the Minister of Economic Affairs. If the bidders choose more domestic manufacturers, the more favorable the evaluation will be. Taking into account the good intentions of the development of the domestic wind power industry, but it continues to this day, there are only a few domestic manufacturers. Oligopoly and monopoly phenomena.
Industry insiders explain that although the government’s selection of domestic manufacturers is a “buffet” in the name of it, it is actually a “compulsory course.” In addition to the monopoly problem of a few domestic manufacturers, it also leads to increased costs. This is not a disguised protectionism against domestic manufacturers. Long term solution.
Another wind power person pointed out that in the past, Deputy Minister of Economic Affairs Zeng Wensheng once mentioned to domestic wind power manufacturers, “The country cannot protect you for your whole life.” His speech was based on free market competition and was optimistic about its success. However, Zeng Wensheng also did not make it clear. Pointing out the specific proposals on how long the localization policy will last and what the exit conditions will be. Now that the 3-2 business selection process is about to begin, the dilemma faced by most industry players continues to be unresolved.
Industry insiders pointed out that the third point is the issue of ship scheduling. The ships required for offshore wind power development are heavy-duty ships with special specifications. However, including the import of ships and the work of foreign ship technicians in Taiwan, they are currently subject to strict controls. ; In the case that domestic production capacity is quite limited, it also causes unfavorable factors such as increased development costs. Combining the lagging development progress of Phase 3-1 and the three major difficulties, most industry players will call for the business selection of Phase 3-2 to be postponed to take into account the overall positive development of the wind power industry.
Wind power is in trouble! 3-2 Wind power tendering companies are restricted by three major factors and call for a postponement
The bidding for Phase 3-2 offshore wind power development will be concluded on April 10. Many wind power developers have recently made frequent representations to the legislators and the Ministry of Economic Affairs, hoping that the selection and bidding of Phase 3-2 can be postponed and construction . ..
2024-04-04 06:53
Vernacular Finance EP131 | People’s livelihood electricity prices are rising. Will Taiwan’s inflation become more serious?
📣Key points of this episode 1. How have electricity prices been adjusted in Taiwan in the past? Is there a big gap between the electricity consumption of enterprises and ordinary people? 2. What impact will this increase in electricity prices for people’s livelihood have on commodity prices? What factors will affect the magnitude of pass-through? 3. What are the problems with Taiwan’s price index compilation? Why is it always criticized by the outside world for not being able to reflect the true situation of inflation? 4. The central bank raised interest rates without warning in March. After this electricity price adjustment, will it raise interest rates again in June? Will there be no room for interest rate cuts in Taiwan?
2024-04-04 10:51
What more can department stores do to prevent the Baolin poisoning case from happening again?
After a food poisoning incident broke out at the Baolin Teahouse in Far Eastern Xinyi A13, two people have died. Subsequently, problems such as mall management and compensation have arisen. People also have doubts about eating out and are concerned about how to eat with peace of mind. In similar incidents, more emphasis is placed on whether the role played by department stores can help consumers. The proportion of catering revenue in department stores has increased, but after recruiting a catering brand, in addition to the rent, if there is any problem with the meals in the store or in the food court, the brand will be fully responsible. However, after charging high rents, if an accident occurs, what more can the department store do to ensure the safety of the people?
2024-04-04 10:00
Bid for Gemini 5 years ago… Now ruled bankrupt, Yu Pinhai, chairman of Nanhai Holdings, “taught us a lesson”
On March 26, Yu Pinhai, the founder of Hong Kong online media “Hong Kong ○ One” and chairman of Nanhai Holdings, was ordered bankrupt by the Hong Kong High Court. This Hong Kong businessman, who was once famous in the media circles on both sides of the Taiwan Strait and three places, once bid for the landmark “Twin Star” development project in Taipei’s West District five years ago. In the end, the Investment Review Board of the Ministry of Economic Affairs blocked it; looking back, the investment review committee made a last-minute decision. His timely intervention prevented the Gemini from becoming an unfinished building.
2024-04-04 08:00
The average salary in January is 85,000? Dismantling the “digital trap” of official statistics
At the beginning of March, the General Accounting Office released the salary status of the Chinese people in January, pointing out that the average total salary per employee in January was more than 85,000 yuan. Compared with the previous impression, including overtime pay, bonuses and other non-fixed monthly salaries, it was about 50,000 yuan. Yu Yuan was much higher, causing netizens to wonder where the figure of 85,000 Yuan came from.
2024-04-04 06:00
Financial Supervisory Commission: Second-hand car loans must not exceed the vehicle price
The Financial Supervisory Commission is paying close attention to the financing problem of used cars in the leasing industry. Zhuang Xiuyuan, director of the Bank of the Financial Supervisory Commission, has personally interviewed three leasing companies including Chailease, Yurong and Herun again in mid-March, and requested the leasing industry…
2024-04-04 05:01
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2024-04-03 22:53:09
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