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28.9.2022 - Guido Hoymann

Winter is coming: Aspekte und Auswirkungen der Energiekrise

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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.

Guido Hoymann, Head of Equity Research bei Metzler Capital Markets
Guido Hoymann

Head of Equity Research , Metzler Capital Markets

Guido Hoymann ist seit 2000 bei Metzler tätig. Als Analyst ist er verantwortlich für die Sektoren Transport und Versorger. Seit 2014 ist Herr Hoymann Head of Equity Research im Geschäftsfeld Capital Markets. Zuvor war er Co-Head of Research im Geschäftsfeld Equities. Von 1998 bis 1999 arbeitete er als Analyst für deutsche, schweizerische und österreichische Banken bei Dresdner Kleinwort Benson in Frankfurt am Main. Bereits während seines Studiums sammelte Herr Hoymann erste berufliche Erfahrungen im Investmentbanking durch Tätigkeiten und Praktika bei verschiedenen deutschen Banken in Düsseldorf, London und New York. Herr Hoymann studierte Betriebswirtschaft an der Universität Mannheim mit den Schwerpunkten Finanzierung, Bankbetriebslehre, Marketing und Handelsrecht.

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