印度電力市場：增長機會

印度電力市場的規模受到經濟快速變化和脫碳需求等因素的推動。

本報告考察了印度電力市場，並提供了全面的信息，包括市場概況、增長機會和戰略考慮。

內容

戰略要務

• 為什麼成長越來越難？
• 戰略要務 8 (TM)
• 三大戰略要務對印度電力市場的影響
• 刺激增長管道引擎 (TM) 的增長機會

增長機會分析

• 主要結果
• 分析範圍
• 細分市場定義
• 主要競爭對手
• 印度電力市場的結構
• 印度電力行業時間表
• 印度電力市場的驅動力
• 印度電力市場的製約因素
• 塑造印度電力市場的主要趨勢
• 電力需求強勁增長 - 人均消費增加
• 電力需求顯著增加 - 裝機容量顯著增加
• 可再生能源的興起 - 太陽能主導產能增長
• 可再生能源的興起 - 整體增長的基本激勵措施
• 可再生能源的興起 - 太陽能和風能主導新裝置
• 可再生能源的興起 - 巨大的水電潛力
• 可再生能源的興起 - 太陽能的機遇
• 可再生能源的興起 - 風力發電機會
• 可再生能源的興起 - 競爭格局
• 煤炭的主要作用 - 儘管存在氣候問題，但更喜歡煤炭
• 煤炭的主要作用 - 10 年內運營的新工廠
• 煤炭的主要作用 - 煤炭的機遇
• 煤炭的主要作用-煤炭經濟學
• 免費電力市場不斷擴大
• 不斷擴大的免費電力市場 - 市場的未來展望
• 電力交易的興起 - 擴大印度的電力交易
• 電力交易增加 - REC 和 ESCert
• 電力交易增加 - 開放獲取
• 電網的主要挑戰 - 增加輸配電網絡
• 電網的主要挑戰 - Discom 混亂
• 電網的主要挑戰 - Discom 損失增加
• 電網的主要挑戰 - 臨界狀態損耗
• 大規模引入智能電錶 - 減少損失的重要一步
• 大規模部署智能電錶 - 現狀
• 大規模部署智能電錶 - 8 年內 2.5 億個電錶
• 智能電錶的大規模採用 - 主要優勢
• 增加能量儲存
• 增加能量儲存
• 增加儲能 - 印度重點電池儲能項目
• 增加儲能 - 印度的機遇
• 能源存儲興起 - 印度的電池存儲機會
• 增加電池存儲 - 印度的主要參與者

增長機會宇宙

• 增長機會 1 - 提高可再生能源滲透率
• 增長機會 2 - 增加企業購電協議
• 增長機會 3 - 併購投資機會
• 增長機會 4 - 價值鏈
• 增長機會 5 - 集團內部發電廠
• 縮寫
• 圖表列表
• 免責聲明

Rapid Economic Changes and the Need to Decarbonize are Driving Transformational Growth

The study traces the development of the Indian electricity market, providing key forecasts for the Indian power sector. The study focuses on renewable energy (RE), new technologies, and future investment destinations in India.

India is the third-largest power producer in the world, behind China and the United States. However, the country has been facing legacy issues in power distribution, with large amounts of power being lost during transmission. This, along with the free power given to the agriculture sector and other consumers, has incurred heavy losses for distribution companies.

This study looks at the measures the government and other bodies are taking to tackle the challenges in the electricity market. It identifies opportunities for growth for market players of different sizes. The study also determines areas that will give stiff competition to the power plants in the country. The market trends have been analyzed for 2020 to 2030, with the base year being 2021.

Key Issues Addressed:

• What is the current state of the market? How strong will growth be between 2020 and 2050?

• What is the state of the various power sources in the country? How will they evolve?

• How and why does coal power dominate the market? How will the use of coal power reduce by 2050?

• Which are the key regions for the growth of the RE power market? How is it going to transform in the future? Who are the key competitors in the market?

• How is power trading evolving? How is it expected to change the electricity market in the future?

• What are the new technologies that are being installed in the metering and energy storage spaces?

• What are the key growth opportunities in the market?

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 Indian Electricity Market
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Main Findings
• Scope of Analysis
• Market Segment Definitions
• Key Competitors
• Structure of the Indian Power Market
• The Structure of the Indian Power Market (continued)
• The Timeline of the Power Sector in India
• Growth Drivers for the Indian Electricity Market
• Growth Restraints for the Indian Electricity Market
• Major Trends Shaping the Indian Power Market
• Major Trends Shaping the Indian Power Market (continued)
• Strong Electricity Demand Growth-Per Capita Consumption to Increase from a Low Volume
• Strong Growth in Electricity Demand-Significant Increase in Installed Capacity
• The Rise of Renewables-Solar to Dominate Capacity Increases
• The Rise of Renewables-Incentives Essential to Overall Growth
• The Rise of Renewables-Solar and Wind Dominating New Installations
• The Rise of Renewables-Significant Hydropower Potential
• The Rise of Renewables-Solar Opportunities
• The Rise of Renewables-Wind Opportunities
• The Rise of Renewables-Competitive Landscape
• Coal's Main Role-Preference for Coal Despite Climate Concerns
• Coal's Vital Role-New Plants Moving Online throughout the Decade
• Coal's Main Role-Coal Opportunities
• Coal's Main Role-Economics of Coal
• The Continued Expansion of the Free Power Market
• The Continued Expansion of the Free Power Market-The Future of the Market
• The Power Trading Increases-The Expansion of India's Power Exchanges
• The Increase of Power Trading-RECs and ESCerts
• The Increase in Power Trading-Open Access
• The Increase in Power Trading-Open Access (continued)
• The Grid's Main Challenges-Increasing T&D Networks
• The Grid's Main Challenges-Discoms in Disarray
• The Grid's Main Challenges-Discom Losses Mount
• The Grid's Main Challenges-Discom Losses Mount (continued)
• The Grid's Main Challenges-Important State Losses
• Mass Deployment of Smart Metering-Essential Steps to Reduce Losses
• Mass Deployment of Smart Metering-The Status Today
• Mass Deployment of Smart Metering-250 Million Meters in 8 Years
• Mass Deployment of Smart Metering-Main Benefits
• Energy Storage Increase
• Energy Storage Increase
• Energy Storage Increase-Important Battery Storage Projects in India
• Energy Storage Increase-Opportunities in India
• Energy Storage Increase-Battery Storage Opportunities in India
• Battery Storage Increase-Important Companies in India

Growth Opportunity Universe

• Growth Opportunity 1-Increased RE Penetration
• Growth Opportunity 1-Increased RE Penetration (continued)
• Growth Opportunity 2-Increase in Corporate PPAs
• Growth Opportunity 2-Increase in Corporate PPAs (continued)
• Growth Opportunity 3-Merger and Acquisition Investment Opportunities
• Growth Opportunity 3-Merger and Acquisition Investment Opportunities (continued)
• Growth Opportunity 4-Value Chain
• Growth Opportunity 4-Value Chain (continued)
• Growth Opportunity 5-Group Captive Power Plants
• Growth Opportunity 5-Group Captive Power Plants (continued)
• Abbreviations
• List of Exhibits
• Legal Disclaimer