熱電聯產市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

在 2022 年至 2027 年的預測期內，熱電聯產市場預計將以超過 7.5% 的複合年增長率增長。

COVID-19 大流行減少了對熱電聯產系統的需求，因為商業和工業設施關閉以遏制病毒並減少電力需求。 大流行還減少了可自由支配的支出，進一步影響了市場。 天然氣供應和價格的前景、能源效率的提高以及對發電廠和工業鍋爐的環境監管壓力等因素預計將推動全球熱電聯產裝機量的增長。 多年來，為消除技術和監管障礙以促進熱電聯產的廣泛採用做出了許多努力，但預計並網和高初始資本投資等因素仍然是英國熱電聯產市場面臨的主要挑戰期間。

主要亮點

• 在預測期內，基於天然氣的燃料類型預計將在全球熱電聯產市場中顯著增長。
• 中小型工業設施可能會受益於靈活且經濟高效的熱電聯產系統。 除了傳統的熱電聯產效益外，此類系統還可以以供電、頻率調節和儲備容量的形式支持電網。 因此，預計在不久的將來，熱電聯產系統供應商和電廠開發商將面臨巨大商機。
• 熱電聯產市場以北美為中心，大部分需求來自美國和加拿大。

熱電聯產市場趨勢

天然氣燃料類型增長強勁

• 在過去幾年中，天然氣行業發展迅猛。 與其他化石燃料相比，燃燒天然氣是一個相對清潔的過程。 在對熱和電都有持續需求的地方，特別是在遠離主電網或天然氣燃料容易獲得的地方，熱電聯產是一項非常有用的技術。
• 在預測期內，對天然氣生產和相關基礎設施的支持增加以及天然氣生產價格下降等因素預計將推動熱電聯產市場的天然氣燃料。
• 2021 年 11 月，蒙大拿大學破土動工的新熱電聯產設施預計可將溫室氣體排放量減少 20% 以上。 新的熱電聯產電廠將使用天然氣在兩個渦輪機中發電，然後利用餘熱將水煮沸並產生蒸汽來為校園供暖。
• 2021 年 10 月，台灣“嘉禾熱電聯供”電廠項目開始商業運營。 該電廠將使用天然氣作為燃料，並配備由 GE 提供的 7HA.02 燃氣輪機。
• 2021 年 9 月，一項耗資 3010 萬美元的熱電聯產項目獲准在美國哥倫布的傑克遜派克電廠安裝。 熱電聯產廠將使用目前燃燒的廢水處理產生的甲烷作為兩台蒸汽發生器的燃料，為工廠的運營和供暖生產電力。
• 因此，以天然氣為燃料的類型在預測期內可能會出現顯著增長。

北美主導市場

• 北美在熱電聯產市場佔據主導地位，預計在未來幾年將繼續如此。
• 可靠且有彈性的電網對於美國等國家/地區的經濟增長和能源安全至關重要。 在美國，越來越多的電網正在互連風能和太陽能等可再生能源，但這些能源的間歇性生產對電網運營構成了挑戰。 電力公司和其他系統運營商面臨著越來越需要額外電力來維持其電網穩定和安全的緊迫挑戰。
• 熱電聯產技術可降低能源成本和排放，並為製造設施、聯邦和其他政府設施、商業建築、機構設施和社區提供更有彈性和更可靠的電力和熱能。
• 2021 年 11 月，蒙大拿大學將在新的熱電聯產設施上破土動工，預計可將溫室氣體排放量減少 20% 以上。 一旦該設施投入運營，該大學預計每年可節省高達 200 萬美元。
• 此外，2021 年 10 月，美國能源部 (DOE) 將選擇俄亥俄州立大學作為 10 個互聯社區站點之一，以獲得 420 萬美元的能源部贈款，用於未來五年。底部。 能源資產包括一個 105 兆瓦的熱電聯產廠、多個中央冷水機組、一個蒸汽廠、65,000 平方英尺的太陽能光伏發電、29 個電動汽車充電站，以及通過購電協議獲得的 50 兆瓦風能。
• 2021 年 4 月，加拿大政府宣布向不列顛哥倫比亞省的 9 個社區主導的土著清潔能源項目投資 840 萬加元。 九個項目中的三個涉及安裝新的熱電聯產設施。
• 2020 年，加利福尼亞州政府將修改其上網電價，以鼓勵引入低於 20 兆瓦的熱電聯產機組。 FIT 價格與天然氣價格（MPR：市場價格參考）掛鉤，根據星期幾和季節進行調整。 全國范圍的 FIT 不是聯邦能源管理委員會 (FERC) 的優先購買權，除非 CHP 發電機是合格的設施並且收費不超過避免的成本。 FERC 批准了加州 FIT 的設計，該設計包含多層次定價和針對輸電限制和環境外部性的補充。 該國還計劃到 2030 年安裝 650 萬千瓦的新熱電聯產。
• 因此，由於上述因素，北美地區有望在預測期內主導全球熱電聯產市場。

熱電聯產市場競爭分析

熱電聯產市場較為分散。 該市場的主要參與者包括通用電氣公司、川崎重工有限公司、博世熱力技術有限公司、菲斯曼集團有限公司和西門子能源。 KG、西門子能源股份公司等

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查範圍
• 市場定義
• 調查假設

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

• 介紹
• 到 2027 年熱電聯產 (CHP) 裝機容量預測（單位：GW
• 近期趨勢和發展
• 政府法規和政策
• 市場動態
  • 司機
  • 約束因素
• 供應鏈分析
• 波特的五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 最終用戶部
  • 商業
  • 住房部門
  • 工業/公用事業
• 類型
  • 燃氣輪機
  • 汽輪機
  • 其他類型
• 燃料類型
  • 天然氣
  • 可再生能源
  • 其他燃料
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 南美洲
  • 中東和非洲

第六章競爭格局

• 併購、合資、合作、協議
• 主要參與者採用的策略
• 公司簡介
  • MAN Diesel & Turbo SE
  • Centrica PLC
  • Caterpillar Inc.
  • Mitsubishi Electric Corporation
  • General Electric Company
  • Kawasaki Heavy Industries Ltd
  • Bosch Thermotechnology GmbH
  • Viessmann Werke Group GmbH & Co. KG
  • FuelCell Energy Inc.
  • Seimens Energy AG
  • Wartsila Oyj Abp
  • ABB Ltd
  • Aegis Energy Services LLC

第7章 市場機會未來動向

The combined heat and power market is expected to register a CAGR of more than 7.5% during the forecast period, 2022-2027. The COVID-19 pandemic caused a decline in demand for combined heat and power systems due to lower demand for electricity as lockdowns were instituted to contain the virus, which resulted in the closure of commercial and industrial facilities. The pandemic caused a decline in discretionary spending which further affected the market. Factors such as the positive outlook for natural gas supply and price, increased energy efficiency, and environmental regulatory pressures on power plants and industrial boilers, amongst others, are expected to drive the number of installations of combined heat and power plants across the world. Although many efforts have been made over the years to remove technical and regulatory barriers and to promote wider adoption of combined heat and power, factors such as grid interconnection and significant initial capital investment, amongst various others, remain a significant challenge for the combined heat and power market in United Kingdom during the forecast period.

Key Highlights

• Natural gas-based fuel type is expected to grow significantly in the global combined heat and power market during the forecast period.
• Small-to-medium size industrial facilities could benefit from flexible and cost-effective combined heat and power systems. Such systems have the benefit of conventional combined heat and power but could also provide support to the electricity grid in the form of electricity supply, frequency regulation, and reserve capacity. This, in turn, is expected to create significant opportunities for the combined heat and power system providers and plant developers in the near future.
• North America has dominated the combined heat and power market, with the majority of the demand coming from United States and Canada.

Combined Heat & Power Market Trends

Natural Gas-based Fuel Type to Witness a Significant Growth

• Over the past few years, the natural gas industry has grown significantly. Natural gas combustion is a relatively clean process when compared with other fossil fuels. Combined heat and power can be a very useful technology for sites that have a constant demand for both heat and electricity, particularly when the site is off the main grid and where natural gas fuel is readily available.
• Factors such as increasing support for natural gas production and associated infrastructure and decreasing natural gas production prices are expected to drive the natural gas fuel in the CHP market in the forecast period.​
• In November 2021, the University of Montana broke ground on a new combined heat and power facility that is expected to reduce its greenhouse gas emissions by more than 20%. The new CHP plant uses natural gas to create electricity through two turbines, and the waste heat from that process will be used to boil water to create steam to heat the campus.
• In October 2021, the Chia Hut Combined Heat and Power plant project in Taiwan started its commercial operations. The plant runs on natural gas and has 7HA.02 gas turbines supplied by General Electric.
• In September 2021, a USD 30.1 million combined heat and power project was approved to be set up at the Jackson Pike plant in Columbus City, United States. The CHP plant is likely to use methane produced through treating wastewater which is currently flared off to fuel two steam generators to produce electricity to run and heat the plant.
• Thus, taking account of the above-mentioned points, the natural gas-based fuel type segment is likely to experience significant growth during the forecast period.

North America to Dominate the Market

• North America has dominated the combined heat and power market and is expected to continue its dominance in the coming years as well.
• A reliable and resilient grid is critical to the economic growth and energy security of countries like United States. As the country's grid interconnects a growing number of renewable energy sources, such as wind and solar, the intermittent nature of power generation from these sources is creating challenges for power system operations. Electric utilities and other system operators are facing an increasing and immediate need for additional power to keep the electric grid stable and secure.
• Combined heat and power technologies can help manufacturing facilities, federal and other government facilities, commercial buildings, institutional facilities, and communities reduce energy costs and emissions, and provide more resilient and reliable electric power and thermal energy.
• In November 2021, the University of Montana broke ground on a new combined heat and power facility that is expected to reduce its greenhouse gas emissions by more than 20%. Once the plant is up and running, it is expected to save the university up to USD 2 million per year.
• Also, in October 2021, the Department of Energy (DoE), United States, selected Ohio State as one of 10 connected community sites to receive a USD 4.2 million DOE grant to be used over the next five years. The energy assets include a 105 MW combined heat and power plant, multiple central chiller plants; a steam plant; 65,000 square feet of solar power photovoltaics; 29 electric vehicle charging stations; and 50 megawatts of wind energy through a power purchase agreement.
• In April 2021, the Canadian government announced a CAD 8.4 million investment in nine community-led indigenous clean energy projects across British Columbia. Three projects out of the nine incorporate setting up of a new combined heat and power plant.
• In 2020, the California government amended the feed-in tariff to stimulate the deployment of CHP units with less than 20 MW capacity. The FIT price is coupled with natural gas prices adjusted by day and season (Market Price Referent (MPR). The nation's FIT is not preempted by Federal Energy Regulatory Commission (FERC) as long as the CHP generators are qualified facilities and the rate does not exceed the avoided cost. FERC approved California's FIT design that included multi-tiered rates and adders for transmission constraints and environmental externalities. The country has also targeted to achieve 6.5 GW of new CHP installation by 2030.​
• Thus, owing to the above-mentioned factors, the North American region is likely to dominate the global CHP market during the forecast period.

Combined Heat & Power Market Competitive Analysis

The combined heat and power market is moderately fragmented. Some key players in this market include General Electric Company, Kawasaki Heavy Industries Ltd, Bosch Thermotechnology GmbH, Viessmann Werke Group GmbH & Co. KG, and Siemens Energy AG.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Combined Heat and Power (CHP) Installed Capacity Forecast, in GW, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 End-user Sector
  • 5.1.1 Commercial
  • 5.1.2 Residential
  • 5.1.3 Industrial and Utility
• 5.2 Type
  • 5.2.1 Gas Turbine
  • 5.2.2 Steam Turbine
  • 5.2.3 Other Types
• 5.3 Fuel Type
  • 5.3.1 Natural Gas
  • 5.3.2 Renewables
  • 5.3.3 Other Fuel Types
• 5.4 Geography
  • 5.4.1 North America
  • 5.4.2 Europe
  • 5.4.3 Asia-Pacific
  • 5.4.4 South America
  • 5.4.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 MAN Diesel & Turbo SE
  • 6.3.2 Centrica PLC
  • 6.3.3 Caterpillar Inc.
  • 6.3.4 Mitsubishi Electric Corporation
  • 6.3.5 General Electric Company
  • 6.3.6 Kawasaki Heavy Industries Ltd
  • 6.3.7 Bosch Thermotechnology GmbH
  • 6.3.8 Viessmann Werke Group GmbH & Co. KG
  • 6.3.9 FuelCell Energy Inc.
  • 6.3.10 Seimens Energy AG
  • 6.3.11 Wartsila Oyj Abp
  • 6.3.12 ABB Ltd
  • 6.3.13 Aegis Energy Services LLC

7 MARKET OPPORTUNITIES AND FUTURE TRENDS