拉丁美洲電力和能源市場展望（2023 年）

在這份報告中，我們研究和分析了拉丁美洲的電力和能源市場，包括過去十年塑造市場的主要趨勢，以及對拉丁美洲每種發電技術的發電投資和安裝的預測主要電力市場。它提供。

內容

分析亮點

• 調查範圍
• 拉丁美洲電力和能源市場 - 預測和實際數據（2022 年）
• 主要預測（2023 年）

戰略要務

• 為什麼越來越難成長？
• 戰略要務 8 (TM)
• 三大關鍵戰略要務對農業生物製品行業的影響
• 增長機會推動增長 Pipeline Engine(TM)

成長環境

• 拉丁美洲電力和能源行業的主要趨勢
• 趨勢 1 - 去中心化成為主流
• 趨勢 2 - 脫碳波及拉丁美洲的交通部門
• 趨勢 3 - 拉丁美洲接近首個電錶前 (FTM) 存儲的 GW 小時 (GWh)，並預計會進一步增加
• 趨勢 4 – 俄烏戰爭的影響帶來長期機遇
• 趨勢 5 – 拉丁美洲國家渴望進入綠色 H2 經濟
• 趨勢 6 - 緊張的拉丁美洲電網
• 展望未來

發電投資及容量指標

• 各國發電量
• 發電預測
• 年總發電量
• 發電投資預測
• 發電投資：按國家/地區分類
• 能源趨勢

來源前景

• 拉丁美洲生物質能市場概況
• 拉丁美洲 BTM 太陽能市場概況
• 拉丁美洲公用事業規模太陽能市場概況
• 拉丁美洲煤炭市場概況
• 拉丁美洲石油/柴油市場概況
• 拉丁美洲天然氣市場概況
• 拉丁美洲水電市場概況
• 拉丁美洲核市場概況
• 拉丁美洲風電市場概況
• 拉丁美洲地熱市場概況

國家級預測

• 阿根廷電力和能源市場預測
• 阿根廷電力和能源市場分析
• 巴西電力和能源市場預測
• 巴西電力和能源市場分析
• 對智利電力和能源市場的預測
• 智利電力和能源市場分析
• 哥倫比亞電力和能源市場預測
• 哥倫比亞電力和能源市場分析
• 墨西哥電力和能源市場預測
• 墨西哥電力和能源市場分析
• 秘魯電力和能源市場預測
• 秘魯電力和能源市場分析
• 其他拉丁美洲電力和能源市場預測
• 對拉丁美洲其他電力和能源市場的分析

成長機會

• 增長機會 1：C&I 客戶的能源服務脫碳
• 增長機會 2：適用於中小企業的標準化 RE PPA
• 增長機會 3：基於卓越運營的商業模式促進分佈式太陽能發電

主要結論

附錄

下一步

Future Growth Potential Enhanced by an Accelerated Energy Transition Global Context and the Advancements in Renewable Energy Deployment

While the world witnesses unprecedented policies and investment announcements to accelerate the energy transition-like the Inflation Reduction Act, the Green Deal Industrial Plan, and China's latest Five-year Plan-what happens in Latin America? Will the region join the race for decarbonization seen in the rest of the world? How does that affect the power generation matrix to 2030?

The answers are mixed. Despite belonging to the same region, each country has a reality all its own, conditioned by resource availability, its economy, and, most importantly, the government in office. Nonetheless, figures show that RE has become a common denominator for regional power generation expansion. The economics and excellent resources for wind and solar encourage Latin American countries to achieve a leading role in the new green hydrogen economy, more necessary and feasible than ever in the context of the Russo-Ukrainian War.

The region is taking a step forward in the energy transition journey. Distributed generation has taken off in a dozen countries with no signs of turning back. The renewable corporate PPAs market is advancing, becoming the leading force for wind and solar development in Chile, Brazil, Argentina, Colombia, and Mexico. Green hydrogen projects are starting across a diversity of applications. At the same time, governments enact new regulations supporting batteries, EVs, green hydrogen, and offshore wind, while Brazil reaffirms its ambition of fully deregulating its retail power market.

This Frost & Sullivan 2023 Outlook covers the Latin America Power and Energy market from 2020 to 2030, with 2022 as the base year. We highlight the main trends shaping the market in the current decade and offer power generation investment and installation forecasts segmented by generation technology across key electricity markets.

In the growth opportunities universe section, we identify prospects for market participants to expand their businesses by providing standardized PPAs for SMEs, decarbonization energy solutions for C&I customers, and distributed generation services.

Table of Contents

Analysis Highlights

• Research Scope
• The 2022 Latin American Power and Energy Market-Forecast vs. Actual
• Top Predictions for 2023

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Agricultural Biologicals Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Key Power and Energy Industry Trends in Latin America
• Trend 1-Decentralization Going Mainstream
• Trend 2-Decarbonization Reaching the Latin American Transport Sector
• Trend 3-Latin America Approaching its First GW Hours (GWh) of Front-of-the-meter (FTM) Storage with More to Come
• Trend 4-Implications of the Russo-Ukrainian War pose long-term opportunities
• Trend 5-Latin American Countries Keen to Enter the Green H2 Economy
• Trend 6-Latin American Grids under Strain
• Glimpses into the Future

Power Generation Investment and Capacity Metrics

• Power Generation by Country
• Power Generation Capacity Forecast
• Annual Power Generation Cumulative Capacity
• Power Generation Investment Forecast
• Power Generation Investment by Country
• Power Capacity Trends

Generation Source Outlooks

• Latin America Biomass Market Snapshot
• Latin America BTM Solar Market Snapshot
• Latin America Utility-scale Solar Market Snapshot
• Latin America Coal Market Snapshot
• Latin America Oil/Diesel Market Snapshot
• Latin America Natural Gas Market Snapshot
• Latin America Hydropower Market Snapshot
• Latin America Nuclear Market Snapshot
• Latin America Wind Market Snapshot
• Latin America Geothermal Market Snapshot

Country-level Predictions

• Argentina-Power and Energy Market Forecast
• Argentina-Power and Energy Market Analysis
• Brazil-Power and Energy Market Forecast
• Brazil-Power and Energy Market Analysis
• Chile-Power and Energy Market Forecast
• Chile-Power and Energy Market Analysis
• Colombia-Power and Energy Market Forecast
• Colombia-Power and Energy Market Analysis
• Mexico-Power and Energy Market Forecast
• Mexico-Power and Energy Market Analysis
• Peru-Power and Energy Market Forecast
• Peru-Power and Energy Market Analysis
• RoLAm-Power and Energy Market Forecast
• RoLAm-Power and Energy Market Analysis

Growth Opportunity Universe

• Growth Opportunity 1: Energy Service Decarbonization for C&I Customers
• Growth Opportunity 2: Standardized RE PPAs for Small and Medium Enterprises
• Growth Opportunity 3: Operational Excellence-based Business Models to Propel Distributed Solar PV

Key Conclusions

• Key Conclusions

Appendix

• Abbreviations and Acronyms

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer