能源与电力:热泵——欧洲电力需求增长中被低估的杠杆?.docxVIP

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能源与电力:热泵——欧洲电力需求增长中被低估的杠杆?.docx

BLAST

BLAST5June2026

BernsteinEnergyPower:Heatpumps-anunderappreciatedleverofpowerdemandgrowth?

BERNSTEINENERGYPOWER:HEATPUMPS-ANUNDERAPPRECIATEDLEVEROFPOWERDEMANDGROWTHINEUROPE?

WrittenbyDeepaVenkateswaranandRoryGraham-Watson

The2022Europeanenergycrisisandthe2026Iranianwarhave

spurredsignificantadoptionofdecarbonisationtechnologiesin

Europe,includingincreaseduptakeofEVsandhouseholdsolar/

batteryinstallations.InthisBlastweanalysetheprospectsforan

accelerationofthedomesticheatpump

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