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Deutschland und Europa schlittern in einen kalten Winter. Die Gasspeicher müssen trotz ihres Füllstandes von rund 91 Prozent im kommenden Winter wahrscheinlich vollständig geleert werden, um Industrie und Privathaushalte mit Energie versorgen zu können. Die Versorgungslage bleibt aber auch im Winter 2023/24 trotz neuer LNG-Terminals und Lieferversprechungen anderer Staaten angespannt, erläutert Guido Hoymann, Aktienanalyst für die Sektoren Transport und Versorger und Head of Equity Research bei Metzler Capital Markets, im Rahmen eines Pressegesprächs.
Und nicht nur die Gasversorgung ist ungewiss: Auch Strom dürfte 2023 knapp bleiben. Abhilfe verschaffen kann laut Hoymann nur der konsequente Ausbau der Kapazitäten der erneuerbaren Energien in Deutschland. Es bedarf einer Versechsfachung, um das „Net Zero“-Ziel Deutschlands bis 2045 zu erreichen. Der gesamte Energiebedarf, der derzeit noch überwiegend durch fossile Brennstoffe gedeckt wird, muss dann fast vollständig aus erneuerbaren Quellen erzeugt werden – also nicht nur der Strombedarf, sondern auch die bislang aus der Öl-, Kohle- und Gasverbrennung gewonnene Energie. Dieses Ziel hält der Metzler-Analyst für sehr ambitioniert. Insgesamt sieht Hoymann deshalb einen enormen Umsetzungsdruck für den Ausbau der erneuerbaren Energien.
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