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Lazard:平准化能源成本+(2024版).pdf |
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The results of our Levelized Cost of Energy (“LCOE”) analysis reinforce what we observe across the Power, Energy & Infrastructure Industry—sizable and well-capitalized companies that can take advantage of supply chain and other economies of scale, and that have strong balance sheet support to weather fluctuations in the macro environment, will continue leading the build-out of new renewable energy assets. This is particularly true in a rising LCOE environment like what we have observed in thi
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