能源領域的區塊鏈市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

未來五年，能源領域的區塊鏈市場預計將以 34% 的複合年增長率增長。

能源部門由於其功能集中，存在一定的局限性，例如管理成本和輸電成本高。 隨著區塊鏈解決這些問題，減少單點故障的範圍，並提高整個供應鏈的透明度，該技術有望在該行業帶來重大的數字化轉型。

主要亮點

• 區塊鏈技術可以幫助地區實現可再生能源目標，提高電網可靠性和效率，並減少清潔能源發電的公用事業資本支出。 因此，預計在預測期內其採用率會增加。
• 由於微電網可以在指定區域內進行電力交易，並且在緊急情況下與主電網（作為備用解決方案）相比具有其他優勢，因此市場上的供應商可以利用越來越多的電網使用。 其中一個例子是德國能源區塊鏈供應商 OLI Systems 在歐洲微電網中的試點項目。
• 區塊鏈在能源領域的主要優勢包括降低成本、環境可持續性以及在不損害隱私的情況下提高利益相關者的透明度。
• 石油和天然氣等傳統能源行業也可以從部署企業以太坊解決方案等軟件解決方案中受益。 這些私有區塊鍊網絡向預先批准的各方提供數據許可和選擇性的財團訪問，使石油和天然氣公司能夠保護他們的隱私和商業秘密。
• 在重要的應用程序中，“支付”類別類似於區塊鏈在能源領域的相關性和實施程度最高。 通過跟蹤網格材料的存儲路徑，分佈式賬本技術可以提高公用事業的效率。 除了追蹤來源之外，區塊鏈還為可再生能源分配提供了獨特的解決方案。
• COVID-19 大流行危機擴大了數字和能源技術在人們生活、企業和經濟中的作用。 該公司了解人們如何嚴重依賴數字和能源解決方案來遠程辦公、為家庭供暖、管理醫院和經營業務。

主要市場趨勢

支付佔據最大市場份額

• 區塊鏈分類賬被用於各種領域，以降低交易成本、簡化交易並識別能源來源。 例如，IBM 的 Blockchain WorldWire 網絡徹底改變了跨境（外匯）支付。 它實現了近乎實時的貿易清算和最終結算。 該方法集成了支付指令消息，並利用數字資產作為雙方商定的共享價值存儲來結算交易。 這些多方面的支付增強產品功能在市場上創造了競爭優勢。
• 此外，區塊鏈技術的採用還實現了支付系統和智能電網的集成。 這也幫助公司進行更多投資，將金融服務與智能電網技術相結合。
• 區塊鏈使傳統支付方式變得無效。 我們也在努力克服黑客攻擊和數據洩露問題。 例如，RWE 公用事業公司正在測試區塊鏈技術，以管理德國和加利福尼亞州數百個自動電動汽車充電站的身份驗證和計費流程。
• 在能源領域使用區塊鏈還可以最大限度地減少公用事業開銷。 通過在沒有中間零售商或經紀人的情況下促進公用事業和消費者之間的計費和計量過程，消費者可以從成本節約中受益。

美國有望佔據主要市場份額

• 通過在能源領域採用區塊鏈，能源交易等交易幾乎可以即時記錄和結算。 各方使用同一個平台，因此沒有中間人，也幾乎不需要對賬。 區塊鏈在技術適應迅速的北美能源領域得到廣泛採用。
• 根據美國能源情報署的數據，到 2021 年，美國公用事業規模的發電設施將生產約 4.12 萬億千瓦時 (kWh) 的能源，即約 4.116 萬億千瓦時。 煤炭、天然氣、石油和其他氣體約佔發電燃料的61%。 此外，核電約佔總發電量的19%，可再生能源約佔20%。 此外，小型太陽能發電系統的發電量為490億千瓦時。 這種大規模的能源生產將使能源部門能夠部署區塊鏈解決方案，以促進支付交易、風險和合規管理以及許多其他問題。
• 政府機構正在撥款以採用區塊鏈來保護能源網絡。 例如，美國能源部 (DOE) 已授予 TFA Labs 約 200,000 美元，以幫助保護國家電網。 擬議的策略包括驗證和保護電網上沒有惡意軟件的設備，創建技術以提高常用消費電子產品的安全性，以及使用區塊鏈技術開箱即用。需要一種價格合理的方式來快速保護任何東西。
• 2022 年 3 月，全球最大的開發、擁有和運營可持續能源解決方案的私營公司 Invenergy 和 GE Renewable Energy 將開啟北美最大的單相建設。宣布其 998 兆瓦的商業運營Traverse Wind Farm 風電場 預計這些因素將在預測期內促進市場增長。

競爭格局

能源領域的區塊鏈市場競爭激烈，由幾家大型企業組成。 就市場份額而言，一些主要參與者目前主導著市場，包括 SAP SE (SAP)、Microsoft公司、Accenture plc 和 IBM 公司。 在高市場份額的支持下，這些大公司正專注於擴大其海外客戶群。 這些公司利用戰略合作來增加市場份額和盈利能力。 為了加強產品能力，在市場上運營的公司也在收購從事能源技術區塊鏈的初創公司。

2021 年 1 月，IBM 將在 IBM Cloud 上使用區塊鏈技術幫助 Thai Reinsurance Public Company Limited (Thai Reinsurance) 推出再保險智能合約生產網絡“Insurer Network”。宣布成功。

2021 年 5 月，ConsenSys 與Microsoft合作，增強其區塊鏈解決方案的功能。 越來越多的公司正在擴大其在線業務，包括支付和金融交易，從而導致企業越來越多地採用區塊鏈技術。

2022 年 7 月，INFINITY 與區塊鏈公司 Yesports 合作。 該合作夥伴關係旨在推出基於不可替代令牌（NFT）的粉絲參與計劃。 這筆交易凸顯了越來越多的電子競技組織希望依靠區塊鍊和 Web3 來建立粉絲參與策略。

其他福利。

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

內容

第一章介紹

• 調查先決條件和市場定義
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 產業吸引力 - 波特五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 競爭公司之間的敵對關係
  • 替代品的威脅
• 工業價值鏈分析
• 評估 COVID-19 對市場的影響
• 市場驅動力
  • 電價波動的出現和點對點交易的需要
  • 風險資本的積極投資
• 市場製約因素
  • 可擴展性限制
• 能源領域的區塊鏈 - 按地區劃分的用例場景

第 5 章市場細分

• 通過使用
  • 付款
  • 智能合約
  • 數字身份
  • 治理、風險和合規管理
  • 其他使用類型
• 按地區細分
  • 北美
    • 美國
    • 加拿大
  • 歐洲
    • 英國
    • 德國
    • 荷蘭
    • 其他歐洲地區
  • 亞太地區
    • 日本
    • 澳大利亞
    • 新西蘭
    • 其他亞太地區
  • 拉丁美洲
    • 巴西
    • 墨西哥
    • 其他拉丁美洲地區
  • 中東和非洲
    • 阿拉伯聯合酋長國
    • 以色列
    • 其他中東地區

第六章競爭格局

• 公司簡介
  • SAP SE（SAP）
  • Electron（Chaddenwych Services Limited）
  • Accenture PLC
  • IBM Corporation
  • LO3 Energy Inc.
  • GREENEUM
  • Drift Marketplace Inc.
  • IOTA Foundation
  • Btl Group Ltd
  • Power Ledger Pty Ltd
  • ImpactPPA

第七章投資分析

第 8 章未來機會

The Blockchain Market in the Energy Sector is expected to witness a CAGR of 34% over the next five years. Owing to its centralized functioning, the energy sector has certain limitations, including high administration and transmission costs. Since blockchain addresses these issues, decreases the scope for single-point failures, and increases transparency across the supply chain, the technology is expected to bring significant digital transformation to the sector.

Key Highlights

• Blockchain technology helps regions meet renewable energy targets, improve the reliability and efficiency of grids, and reduce utility capital expenditure on clean energy generation. Thus, its adoption is expected to increase over the forecast period.
• As microgrids allow trading electricity within a specified area and have other such benefits during emergencies, with the main grid (acting as backup solutions), vendors in the market could leverage the increasing use of microgrids. One such instance is the pilot project in Europe's microgrid by OLI Systems, an energy blockchain vendor in Germany.
• The significant benefits of blockchain in the energy sector include reduced costs, environmental sustainability, and increased transparency of stakeholders with no compromise on privacy.
• Legacy energy sectors, such as oil and gas, also benefit from implementing software solutions, such as Enterprise Ethereum solutions. These private blockchain networks offer data permission and selective consortium access to pre-approved parties, which enable oil and gas companies to safeguard their privacy and trade secrets.
• Among significant applications, the 'payments' category resembled the highest association and implementation of blockchain in the energy sector. By tracking the chain of custody for grid materials, distributed ledger technology can potentially improve utility providers' efficiencies. Beyond provenance tracking, blockchain offers unique solutions for renewable energy distribution.
• The COVID-19 pandemic crisis magnified the role of digital and energy technologies on people's lives, businesses, and the economy. The business understood how heavily it relied on digital and energy solutions to enable people to telework, heat their homes, manage hospitals, and run their businesses.

Key Market Trends

Payments Hold the Largest Share in the Market

• The blockchain ledger is used across various sectors to reduce transaction costs, increase the efficiency of exchanges, and pinpoint the origins of energy. For instance, IBM's Blockchain World Wire network revolutionized cross-border (Forex) payments. It enabled nearly real-time transaction clearing and settlement with finality. By acting as an agreed-upon store of value shared between parties, the method integrated payment instruction messages and leveraged digital assets to settle transactions. Such product features that enhance payments in different sectors will create a competitive edge in the market.
• Furthermore, the adoption of blockchain technology enabled the integration of payments system with smart grids. This further aided the companies to invest more in integrating financial services with smart grid technology.
• Blockchain has made traditional payment methods less effective. It is also advancing to overcome the issues of hacking and data breaching. For instance, the RWE's power utility has tested blockchain technology to authenticate and manage the billing process for hundreds of autonomous electric-vehicle charging stations in Germany and California.
• Using blockchain in the energy sector would also minimize the overhead for utilities. By facilitating the billing and metering process between the utility and the consumer, instead of involving intermediary retailers and brokers, consumers benefit from lower costs.

United States is Expected to Hold Major Share

• Blockchain adoption in the energy sector allows transactions, such as energy trading, to be recorded and settled almost instantly. Since all parties use the same platform, there is no need for an intermediary and little need for reconciliation. As early technological adaptors, North Americans are witnessing significant adoption of blockchain in the energy sector.
• According to the US Energy Information Administration, in 2021, nearly 4.12 trillion kilowatt-hours (kWh), or about 4,116 billion kWh energy was produced at utility-scale electricity-producing facilities in United States. Coal, natural gas, petroleum, and other gases made up about 61% of the fuel used to generate this power. Nuclear energy roughly accounted for 19% of the total, while renewable energy sources comprised about 20%. Small-scale solar photovoltaic systems generated an additional 49 billion kWh of electricity. Such massive energy production will enable the energy sector to adopt blockchain solutions to ease payment transactions, risk and compliance management, and many such issues.
• Government bodies are granting funds to incorporate blockchain to secure energy grids. For example, to assist in safeguarding the national power system, the US Department of Energy (DOE) is awarding TFA Labs almost USD 200,000 in funding. The suggested strategy calls for verifying and securing devices on the grid that are free of malware, creating technology to increase the security of commonly used consumer electronics, and offering a reasonably priced way to secure any item right out of the box using blockchain technology.
• In March 2022, Invenergy, the largest privately held global developer, owner, and operator of sustainable energy solutions, and GE Renewable Energy announced commercial operations for the 998-megawatt Traverse Wind Energy Center, the largest wind farm constructed in a single phase in North America. Such factors are expected to augment the market's growth during the forecast period.

Competitive Landscape

The blockchain market in the energy sector is highly competitive and consists of several major players. Regarding market share, a few major players currently dominate the market, including SAP SE (SAP), Microsoft Corp., Accenture PLC, and IBM Corporation. With prominent shares in the market, these major players are focusing on expanding their customer base across foreign countries. These companies leverage strategic collaborative initiatives to increase their market shares and profitability. To strengthen their product capabilities, the companies operating in the market are also acquiring start-ups working on blockchain in energy technologies.

In January 2021, IBM announced that using its blockchain technology on IBM Cloud, Thai Reinsurance Public Company Limited (Thai Re) successfully launched "Insurer Network," a reinsurance smart contract production network.

In May 2021, ConsenSys collaborated with Microsoft to strengthen the capabilities of its blockchain solution. With more businesses expanding their online presence to include payments and financial transactions, blockchain technology adoption in the enterprise is growing.

In July 2022, INFINITY partnered with blockchain company Yesports. This partnership aimed to launch a fan-engagement program based on non-fungible tokens (NFTs). The deal highlighted an increasing number of esports organizations looking to rely on blockchain and Web3 to establish fan engagement strategies.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions And Market Definition
• 1.2 Scope Of The Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Consumers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Intensity of Competitive Rivalry
  • 4.2.5 Threat of Substitutes
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment Of The Impact Of COVID-19 On The Market
• 4.5 Market Drivers
  • 4.5.1 Emergence of Variable Electricity Rates and Need for Peer-to-peer Trading
  • 4.5.2 Aggressive Spending by Venture Capitalists
• 4.6 Market Restraints
  • 4.6.1 Scalability Constraints
• 4.7 Blockchain In Energy Sector - Use Case Scenario Across The Region

5 MARKET SEGMENTATION

• 5.1 By Application
  • 5.1.1 Payments
  • 5.1.2 Smart Contracts
  • 5.1.3 Digital Identities
  • 5.1.4 Governance, Risk, and Compliance Management
  • 5.1.5 Other Application Types
• 5.2 By Geography
  • 5.2.1 North America
    • 5.2.1.1 United States
    • 5.2.1.2 Canada
  • 5.2.2 Europe
    • 5.2.2.1 United Kingdom
    • 5.2.2.2 Germany
    • 5.2.2.3 Netherlands
    • 5.2.2.4 Rest of Europe
  • 5.2.3 Asia-Pacific
    • 5.2.3.1 Japan
    • 5.2.3.2 Australia
    • 5.2.3.3 New Zealand
    • 5.2.3.4 Rest of Asia-Pacific
  • 5.2.4 Latin America
    • 5.2.4.1 Brazil
    • 5.2.4.2 Mexico
    • 5.2.4.3 Rest of Latin America
  • 5.2.5 Middle East and Africa
    • 5.2.5.1 United Arab Emirates
    • 5.2.5.2 Israel
    • 5.2.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 SAP SE (SAP)
  • 6.1.2 Electron (Chaddenwych Services Limited)
  • 6.1.3 Accenture PLC
  • 6.1.4 IBM Corporation
  • 6.1.5 LO3 Energy Inc.
  • 6.1.6 GREENEUM
  • 6.1.7 Drift Marketplace Inc.
  • 6.1.8 IOTA Foundation
  • 6.1.9 Btl Group Ltd
  • 6.1.10 Power Ledger Pty Ltd
  • 6.1.11 ImpactPPA

7 INVESTMENT ANALYSIS

8 FUTURE OPPORTUNITIES