電網現代化和彈性的十大成長機會

Top 10 Growth Opportunities in Grid Modernization and Flexibility

出版日期: 2024年01月24日 | 出版商:

Frost & Sullivan | 英文 17 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

發電脫碳、分散化將帶動電網大規模投資

2023年，產業面臨重大挑戰，供應鏈和物流問題的連鎖反應在整個產業產生影響，難以滿足輸配電（T&D）設備的強勁需求。儘管存在供應鏈挑戰和經濟不確定性，但迫切需要對電網進行現代化以滿足日益分散的電網的要求，這將導致 2023 年投資額達到 1,744.2 億美元，高於 2022 年的 1,624.3 億美元。中國、印度、南亞、歐洲和北美約佔輸配電電網設備市場收益的80%。

從化石能源向可再生能源的轉變正在加速，2023年可再生能源投資創歷史新高，其中太陽能和風電投資合計達到5,670億美元。氣候變遷承諾和支持性法規可能會推動對發電行業的進一步投資以及與新電網和現有電網相關的輸配電設備的需求。近年來，中國大幅提高了可再生能源目標（部分是為了支持國內科技公司）。美國2022年通過通膨控制法案，帶來前所未有的投資，鼓勵國內供應鏈投資。隨著能源安全成為全球大趨勢，俄羅斯和烏克蘭之間的戰爭活性化了歐洲的行動。

增強電網彈性和彈性已成為公用事業公司的首要任務，而分散式能源管理系統（DERMS）和虛擬發電廠（VPP）等有效的能源管理系統將有助於確保電網可預測且可靠。能源儲存也將成為一項關鍵技術，從而允許推遲一些輸配電投資。

策略要務
十大成長機會
成長機會一：配電網路設備
成長機會二：電網設備
成長機會3：綠色解決方案
成長機會 4：電網管理的智慧計量
成長機會5：需求管理與虛擬電廠
成長機會六：電網數位化與分散式智慧
成長機會7：微電網
成長機會8：車輛到電網
成長機會 9：需求預測、分析與人工智慧
成長機會10：直流配電網路
下一步
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簡介目錄

Product Code: PFCB-27

Decarbonization and Decentralization of Power Generation to Drive Massive Investment in the Electricity Network

The industry faced significant challenges in 2023, as the ripple effect of supply chain and logistical issues echoed throughout the industry, which struggled to meet the strong demand for transmission and distribution (T&D) equipment. Despite supply chain challenges and economic uncertainty, the pressing need for grid modernization to meet the requirements of an increasingly decentralized grid resulted in an investment of $174.42 billion in 2023, up from $162.43 billion in 2022. China, India and South Asia, Europe, and North America account for approximately 80% of the T&D grid equipment market revenues.

The transition from fossils to renewable energy gains pace with record investment in renewables in 2023; solar PV and wind power combined accounted for $567.00 billion. Climate commitments and supportive regulations will drive further investment in the power generation industry and the associated T&D equipment demand for new and aging grids. China has significantly increased its renewable targets in recent years (in part to support domestic technology companies). The Inflation Reduction Act passed in 2022 in the United States provides a degree of investment certainly never seen before and incentives for investment in domestic supply chains. The Russo-Ukrainian war has galvanized Europe to act, as energy security has become a global Mega Trend.

Greater grid flexibility and resilience have become a key priority for utilities and effective energy management systems such as distributed energy resource management systems (DERMS) and virtual power plants (VPP) will help ensure a predictable and reliable grid. Energy storage will also be a pivotal technology and allow some deferral of T&D investment.