電力的北美市場成長機會

由於北美的電力市場進化競爭激烈做，加速革新，制定永續的成長策略，對市場參與企業來說日益變得重要。

本報告提供北美的電力市場相關調查分析，促進市場成長的主要趨勢預測等資訊。

目錄

策略性必要條件

• 成長為何日益變得困難
• The Strategic Imperative 8 (TM)
• 對電力產業的前三名策略性必要條件的影響
• 成長機會促進Growth Pipeline Engine (TM)

成長機會分析

• 促進電力市場成長的主要趨勢
• 成長促進因素
• 阻礙成長的要素
• 再生能源增加
• 再生能源出現
• CCUS
• 數位轉型和革新
• 電氣化
• 能源儲存
• 氫經濟
• 整合能源趨勢與解決方案

成長機會

• 成長機會1:EaaS-A的新投資機會
• 成長機會2:公共產業、聚合商的創新經營模式
• 成長機會3:從消費者轉向產消者
• 成長機會4:綠色氫生產的太陽能光伏發電廠房
• 圖表的清單
• 免責聲明

Acceleration of Renewable Energy (RE) Deployment, Disruptive Technologies, and the Growing Energy Diversification will Shape Growth Strategies

As the North American power market evolves and competition intensifies, it is becoming increasingly important for market participants to accelerate innovation and develop sustainable growth strategies. This Frost & Sullivan study provides a perspective on key trends driving growth in the North American power market. Globally, governments are looking for solutions across sectors to mitigate climate change and support decarbonization, and the renewable energy, carbon capture storage and utilization (CCSU), digitalization, electrification, energy storage, and hydrogen markets hold the most significant opportunities.

The route to decarbonization requires supportive regulatory frameworks that mandate energy efficiency and emission reduction measures across all sectors. To achieve a low-carbon future, significant changes are required. Following the latest COP summit, more than 100 countries pledged their commitment to net-zero emissions by 2050. In North America, Canada announced emissions pledges to reduce total greenhouse gas (GHG) emissions by 40-45% from 2005 levels by 2030, and the United States aims to cut emissions in half by 2030 (50-52% from 2005 levels).

Despite the eclectic market conditions, stakeholders across the North American power value chain exhibited great resilience by developing innovative business models and sustainable practices to increase sales. This resulted in record growth for the power market in 2021. Renewable power generation, storage, and hybrid solutions have been central to decarbonization initiatives by state governments and the commercial and industrial (C&I) sector. In 2022, despite the supply chain constraints, the installation of clean power sources is poised to continue its momentum as demand for sustainable energy solutions accelerates in North America.

Key Issues Addressed:

• What role will renewables, CCSU, digitalization, energy storage, electrification, and hydrogen play in the regional power transition?

• What must happen in the North American power market to enable large-scale decarbonization?

• What can power companies do to reduce their scope 2 emissions?

• What technological developments are in progress to achieve this power transition?

• What will be the most attractive growth opportunities?

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Power Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Top Trends Driving Power Market Growth
• Growth Drivers
• Growth Restraints
• Increase of Renewables
• Increase of Renewables (continued)
• Emergence of Renewables
• Emergence of Renewables (continued)
• CCUS
• CCUS (continued)
• CCUS (continued)
• CCUS (continued)
• CCUS (continued)
• Digital Transformation and Innovation
• Digital Transformation and Innovation (continued)
• Digital Transformation and Innovation (continued)
• Digital Transformation and Innovation (continued)
• Electrification
• Electrification (continued)
• Electrification (continued)
• Energy Storage
• Energy Storage (continued)
• Energy Storage (continued)
• H2 Economy
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• Integrated Energy Trends and Solutions

Growth Opportunity Universe

• Growth Opportunity 1: EaaS-A New Investment Opportunity
• Growth Opportunity 1: EaaS-A New Investment Opportunity (continued)
• Growth Opportunity 2: Innovative Business Models for Utilities and Aggregators
• Growth Opportunity 2: Innovative Business Models for Utilities and Aggregators (continued)
• Growth Opportunity 3: Shift from Consumer to Prosumer
• Growth Opportunity 3: Shift from Consumer to Prosumer (continued)
• Growth Opportunity 4: Solar PV Plants for Green Hydrogen Production
• Growth Opportunity 4: Solar PV Plants for Green Hydrogen Production (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer