美國的能源儲存的收入分析 (2023年)
市場調查報告書
商品編碼
1348019

美國的能源儲存的收入分析 (2023年)

United States Energy Storage Revenue Analysis 2023

出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2個工作天內

價格
簡介目錄

分析概要

本報告分析了到 2032 年美國 ESS(儲能係統)安裝前景最高的地區(加利福尼亞州和德克薩斯州)新安裝 ESS(儲能係統)的短期利潤前景。我們也從背景和支援結構上分析了其他地區的主要收入來源。即使在同一地區,不同項目的 ESS 收入機會也存在很大差異。該報告為 2023/2024 年預期儲存收入設定了短期基準。

儘管收入估算代表了 CAISO 和 ERCOT 市場的公平市場估值,但特定儲存資產的價值可能高於或低於這些價值。除了評估收入之外,本報告還嘗試考慮儲存收入的未來變化,以應對政策變化、市場成熟度和更多儲存設施上線等因素。

簡介目錄
Product Code: 150159364

Report Summary:

This report assesses the near-term revenue potential of new-build energy storage systems (ESS) located in the two US regions with the highest installation projections through 2032: California and Texas. We also provide analysis of key revenue streams in other regions for both context and support. ESS revenue opportunities vary widely from project to project, even within the same geographic region. This report sets a short-term baseline for expected storage earnings in 2023/2024.

The outlined revenues present a fair market assessment of the CAISO and ERCOT markets, though it is likely that certain storage assets will exceed these values while others may fall short. In addition to the revenue assessment, the report attempts to qualify the changes expected in future storage earnings as policies change, the market matures, and more storage installations come online.