未来能源研究所：2024年清洁能源转型中的运营与资本支出风险报告（英文版）

This report analyzes the differences between risk profiles posed by fossil assets, such as natural gas power generation and gas-powered vehicles, and those of “green” alternatives, such as wind power and electric vehicles. Fossil assets tend to be exposed primarily to uncertainty in operational expenditures (OPEX) such as fuel prices, whereas green assets tend to be exposed primarily to uncertainty in capital expenditures (CAPEX). This report builds a quantitative dynamic economic model of in