物业经理如何应对能源危机？

尽管我们在英国产生了大量自己的能源，但我们确实会进口能源，例如挪威和欧洲大陆的天然气，这将我们的批发价格与欧洲和全球价格波动联系起来。在过去的一年中，价格飙升。

Depending on the product you buy, there can be a significant difference in price. Day ahead prices are reasonable (85p/therm for gas and £94/MWh for electricity). However, when looking to lock in prices for longer, the market is currently very volatile. This partly reflects concerns over managing the winter without Russian gas supply. Despite EU pledges to transform the energy infrastructure to cope, prices for the year ahead remain high – at 337p/therm for gas and £376/MWh for electricity. Prices are unlikely to reduce in any meaningful way until April 2023, and only then if Europe can comfortably see out this winter without Russian supplies. Following this, we expect prices to decrease but still remain much higher than pre-pandemic levels.

To support our clients, we constantly review our energy trading and procurement options to take advantage of wholesale volatility and recently introducing a new cash-out product to take advantage of day-ahead pricing. We also previously successfully fixed most of our portfolio under wholesale prices that we hedged in 2020, when prices were at record lows.

政府最近引入的能源法案救济计划受到欢迎，为登机者和那些竞争性合同的人提供了保护。

The scheme will provide relief by applying discounts to energy usage for a six-month period. We suspect that this scheme won’t continue beyond the initial six months, and that a more market led price correction will determine prices come April 2023. For our clients, the electricity wholesale price achieved by CBRE is significantly lower than the cap threshold. This is due to our ability to take advantage of a volatile market; a combination of our flexible approach to procurement and our highly experienced team.

Historically, changes in non-energy costs have tracked inflation rising by c.3% year-on-year, based on CBRE analysis. We anticipate c.10% increase in April 2023, and although the Government has removed certain green levies as part of the calculation for setting the price cap, the impact will be dwarfed by inflationary uplifts.

我们正在与我们的物业经理讨论最近结束的有针对性收费审查（TCR）。所调用的更改意味着，现在将曾经内置到单位费率的网络的成本作为常规费用收集。从历史上看，大型消费者会试图将消费转移到非高峰（便宜）的供应期，但是自变更以来，经济利益有限。CBRE正在帮助客户审查TCR阈值以最大程度地减少产生的成本影响，但这比负载转移更加困难，经济上的有益过程更少。

Lastly, we’re advising our clients and site teams that the costs of balancing the network, where supply doesn’t meet demand are also on the up. Mainly caused by the sporadic usage patterns seen during lockdown, and now as price increases force consumers to reduce their demand, the costs of balancing the network have soared. OFGEM had introduced a cap on these costs to limit the impact, but this cap has recently been increased.

每个人的长期目标都应该是降低需求并提高效率。考虑到这一点，我们建议我们的客户和房地产经理查看他们的整体使用模式并减少可能的情况。

我们的一些建筑物从更结构化的混合工作方法中受益，重新思考了团队如何在整个建筑物中分布，以最大程度地减少需要能量的未使用空间的数量。

Making the most of your M&E engineers and their expertise is also important to help reduce usage. Your engineers may be able to suggest ways to get more out of your heating and cooling systems, for less.

我们预计公用事业将在明年的过程中更加迈向物业经理决策的最前沿，并可能留在那里。我们认为，强大而一致的公用事业策略可以对投资组合的整体表现和客户情绪产生重大影响。尽管目前的市场很困难，但我们认为，正确获取基础知识，减少可能的使用情况并积极地进行公用事业决策，可能有助于揭示物业投资组合中一些原本错过的价值。与我们的团队取得联系，以指导您当前的公用事业策略。