2022 年亞太電力和能源市場展望

在經歷了 2020 年的艱難時期之後，2021 年在許多方面都成為能源行業決定性的一年。隨著對氣候變化的擔憂增加，世界見證了對可持續解決方案和流程的需求。在最近的 COP 峰會之後，100 多個國家承諾到 2050 年實現淨零排放。在亞太地區，日本、澳大利亞和韓國製定了積極的目標，馬來西亞和印度尼西亞等東南亞國家承諾將全球氣溫上升限制在1.5度C的門檻。

目錄

成長環境

• 2021 年主要亮點
• 2022 年最高預測

戰略葉輪

• 為什麼增長變得越來越困難？
• 戰略葉輪
• 三大戰略葉輪對電力能源行業的影響
• 增長機會加速增長管道引擎

調查範圍和細分

• 調查範圍
• 調查中包含的細分

主要市場趨勢

• 主要市場趨勢
• 趨勢 1 - 公用事業的新收入來源
• 趨勢二——東亞風電的增長
• 趨勢3-油氣公司向電力多元化
• 趨勢4-離岸平台的取消/分流
• 趨勢5-氫經濟的興起
• 趨勢6-燃煤電廠關閉
• 趨勢七——生物質的各種可能性
• 趨勢 8-亞太地區漂浮式太陽能的領導地位
• 趨勢九——儲能和微電網成為主流
• 趨勢10-數據中心去中心化
• 趨勢11-強勁的數字電網投資
• 趨勢12-淨零投資上升

主要電力投資指標

• 年度投資預測
• 設備產能預測
• 年產能增加
• 按國家/地區劃分的年度投資
• 主要國家的電力趨勢
• 發電投資前景

主要國家展望

• 澳大利亞的電力和能源市場
• 韓國的電力和能源市場
• 日本的電力和能源市場
• 越南的電力和能源市場

增長機會領域

• 增長機會 1-商業模式即服務加速 DER 招聘
• 增長機會2-競爭對手之間的戰略併購以利用市場協同效應
• 增長機會 3-IoT 使發電和電網設備能夠增強電力網絡的彈性和可靠性

重要結論

附錄

The Net-Zero Energy Transition, Innovative Business Models, and Diversification Create New Growth Opportunities for both Traditional and Non-Traditional Participants

After a challenging 2020, 2021 was a defining year for the energy industry in many ways. The world witnessed rising concerns about climate change and the need for sustainable solutions and processes. Following the latest COP summit, more than 100 countries pledged their commitment to net-zero emissions by 2050. In Asia-Pacific, Japan, Australia, and South Korea have aggressive targets, while Southeast Asian countries such as Malaysia and Indonesia have pledged to limit the global temperature rise to a 1.5 degrees Celsius threshold.

Despite the COVID-19 pandemic, stakeholders across the energy value chain exhibited resilience by developing innovative business models and sustainable practices to boost sales. This resulted in record growth for the renewables industry in 2021. In 2022, despite supply chain constraints, the installation of renewable energy sources will gain momentum as the demand for clean energy solutions accelerates in Asia-Pacific.

Renewables was the big story of 2021 and, in 2022, the momentum will continue as a growing number of stakeholders pursue sustainability targets. Frost & Sullivan predicts that more than $48 billion will be invested in the renewable energy sector in 2022.

This Frost & Sullivan outlook offers a comprehensive overview of the top trends in the Asia-Pacific power and energy market in 2022, including the growing role of hydrogen in the shift to clean energy; the diversification of oil and gas companies to the power sector; energy storage growth in South Korea; offshore wind growth in East Asia; rising solar and biomass installations; and power demand growth.

The study period is from 2020 to 2030, and 2021 is the base year. The deliverable offers power investment predictions for select countries, and it also highlights future growth opportunities and strategic imperatives that market participants can consider to capitalize on growth opportunities.

Table of Contents

Growth Environment

• Key Highlights, 2021
• Top Predictions for 2022

Strategic Imperative

• Why Is It Increasingly Difficult To Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the Power and Energy Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Research Scope and Segmentation

• Research Scope
• Segments Included in the Study

Key Market Trends

• Key Market Trends
• Key Market Trends (continued)
• Trend 1-New Revenue Streams for Utilities
• Trend 1-New Revenue Streams for Utilities (continued)
• Trend 2-Wind Power Growth in East Asia
• Trend 3-Oil and Gas Companies' Diversification into Power
• Trend 3-Oil and Gas Companies' Diversification into Power (continued)
• Trend 3-Oil and Gas Companies' Diversification into Power (continued)
• Trend 4-Decommissioning/Repurposing of Offshore Platforms
• Trend 4-Decommissioning/Repurposing of Offshore Platforms (continued)
• Trend 5-Rise of the Hydrogen Economy
• Trend 5-Rise of the Hydrogen Economy (continued)
• Trend 5-Rise of the Hydrogen Economy (continued)
• Trend 6-Closure of Coal Power Plants
• Trend 6-Closure of Coal Power Plants (continued)
• Trend 7-Bioenergy's Mixed Potential
• Trend 7-Bioenergy's Mixed Potential (continued)
• Trend 8-Asia-Pacific's Leadership in Floating Solar
• Trend 8-Asia-Pacific's Leadership in Floating Solar (continued)
• Trend 9-Energy Storage and Microgrids are Going Mainstream
• Trend 9-Energy Storage and Microgrids are Going Mainstream (continued)
• Trend 10-Data Center Decentralization
• Trend 11-Strong Digital Grid Investments
• Trend 12-Rising Net-Zero Investments

Key Power Investment Metrics

• Annual Investment Forecast
• Installed Capacity Forecast
• Annual Capacity Additions
• Annual Investment by Country
• Key Country Power Trends
• Power Generation Investment Outlook
• Power Generation Investment Outlook (continued)

Outlook for Key Countries

• Australian Power and Energy Market
• South Korean Power and Energy Market
• Japanese Power and Energy Market
• Vietnamese Power and Energy Market

Growth Opportunity Universe

• Growth Opportunity 1-The as-a-service Business Model for Accelerated DER Adoption
• Growth Opportunity 1-The as-a-service Business Model for Accelerated DER Adoption (continued)
• Growth Opportunity 2-Mergers and Acquisitions between Strategic Competitors to Leverage Market Synergies
• Growth Opportunity 2-Mergers and Acquisitions between Strategic Competitors to Leverage Market Synergies (continued)
• Growth Opportunity 3-IoT to Enable Generation and Grid Equipment to Strengthen Power Network Resilience and Reliability
• Growth Opportunity 3-IoT to Enable Generation and Grid Equipment to Strengthen Power Network Resilience and Reliability (continued)

Key Conclusions

• Key Conclusions

Appendix

• Partial List of Abbreviations and Acronyms Used in the Study
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer