表紙
市場調查報告書

全球電力市場中的脫碳:增長機會分析(2019-2030)

Growth Opportunities from Decarbonisation in the Global Power Market, 2019-2030

出版商 Frost & Sullivan 商品編碼 951781
出版日期 內容資訊 英文 132 Pages
商品交期: 最快1-2個工作天內
價格
全球電力市場中的脫碳:增長機會分析(2019-2030) Growth Opportunities from Decarbonisation in the Global Power Market, 2019-2030
出版日期: 2020年07月16日內容資訊: 英文 132 Pages
簡介
隨著能源需求的變化,可再生能源預計將在未來投資3.4萬億美元。在2020年代,在大多數發達市場中,向可再生能源的轉移將增加,對煤炭的需求將下降。轉向電動汽車還將創造新的商業模式,並為能源和交通生態系統中的公司之間的合作夥伴關係創造許多機會。

本報告調查了世界和主要地區/國家的電力市場和脫碳趨勢,包括可再生能源的使用,儲能技術的開發和引進,微電網和分佈式電力的現狀等。總結了公司目前的努力,對未來十年的展望以及參與企業的成功戰略和增長機會。

執行摘要

調查範圍,調查目的,調查方法

世界電力行業:未來十年的展望

  • 主要成就
  • 影響2020年代電力行業發展的主要變化
  • 可再生能源:發揮核心作用
  • 將可再生能源納入主流
  • 分散化
  • 虛擬電廠
  • 基於OPEX的業務模型
  • 數字發電
  • 存儲/EV基礎架構
  • 能源效率和管理

北美電力行業:未來十年的前景

  • 可再生能源
  • 能源效率
  • 蓄電
  • 靈活性
  • 微格
  • 分佈式電源
  • 影響分析

拉丁美洲電力行業:未來10年的前景

  • 可再生能源
  • 電力需求增加
  • 基礎設施升級
  • 機動化
  • 影響分析

歐洲電力行業:未來10年的前景

  • 清潔能源
  • 分佈式電源
  • 商業模式創新
  • 逃離煤炭
  • 監管干預
  • 電池
  • 影響分析

亞太地區(中國除外)的電力行業:未來十年的前景

  • 煤炭
  • 強勁的電力需求
  • 綠色能源
  • 海上風力發電
  • 微電網市場的增長
  • 分佈式太陽能+儲能
  • 影響分析

中國電力行業:未來十年的前景

  • 可再生能源
  • 煤炭多元化
  • 氣體
  • 分佈式能源
  • 數字4.0
  • 鋰離子電池
  • 影響分析

印度電力行業:未來十年的前景

  • 可再生能源
  • 煤炭
  • 電網
  • 電力行業的經濟和政策問題
  • 微格
  • 儲能
  • 影響分析

中東和非洲的電力行業:未來十年的前景

  • 氣體
  • 強勁的太陽能增長
  • 增加核電
  • 分佈式發電
  • 轉型中的沙特阿拉伯
  • 節能措施
  • 影響分析

成長機會和建議的行動

概述

附錄

關於弗若斯特沙利文

目錄
Product Code: MEB4-14

$3.40 Trillion to be Invested in Renewable Technologies As Energy Transition Gains Much Needed Momentum

Powered by a strong momentum behind renewable energy, the power market is heading into the 2020s having come many-a-mile from the last decade. The 2020s will be a critical decade for one and all in the power industry, as the transition toward renewable energy is expected to increase in volume, while coal will take a downturn in most developed markets. Simultaneously, the shift towards electric vehicles is expected to create numerous opportunities for emerging business models and collaborations and partnerships between incumbents in the energy and mobility ecosystem. This research and analysis centres on some of the most important market trends across 5 major geographies-North America, Latin America, Europe, the Middle East, China, and India. The most significant trend observed across developed markets is the surge in need for flexibility, as system operators are coming under increasing pressure to manage the system with uncertain renewable output, declining coal output, and demand-side variability. As a result, technologies and solutions such as battery energy storage systems (BESS), gas engines, demand side response (DSR), and virtual power plants (VPP) are witnessing unprecedented adoption rates amongst utilities, solution providers, and end consumers, as these can also participate in flexible markets, including ancillary services. Moreover, the shift towards electric vehicles is expected to give rise to newer business models such as vehicle to grid (V2G), vehicle to home (V2H), and dynamic pricing, as consumers look to monetise their assets through market opportunities. Emerging countries, China and India, are expected to primarily depend on coal in the coming decade even though they continue to add renewable energy capacities to their respective grids. Coal plant utilisation, however, is likely to decline, especially during the day, as solar photovoltaic (PV) continues to penetrate in both markets. The Middle East, on the other hand, underpinned by the shift in energy policy, is starting to shift away from fossil fuels towards renewables, mainly solar PV and wind. Meanwhile, Latin America is set for a record decade, as electricity demand is forecast for above-average growth.

Through various conversations with market incumbents, Frost & Sullivan opines that the following 3 factors are vital for industry participants across the globe:

  • Decentralization and Flexibility
  • Emerging Business Models
  • Collaborations and partnerships on various fronts such as digitisation, electric vehicles, and energy aggregation

Key Issues Addressed:

  • What are the major trends impacting the power industry, and how will that impact turn out in the 2020s?
  • How is the flexibility market ecosystem developing, and which are the key participants of this ecosystem across Europe, North America, and Asia-Pacific?
  • What are the major changes one can expect to happen in the power supply mix by the 2020s?
  • How is the market for distributed and decentralised energy market currently evolving and how will the 2020s turn out to be?
  • What sort of opportunities are opening up as a result of the increasing need for flexibility across key western power markets?

Table of Contents

Executive Summary

  • Executive Summary-Key Outcomes

Research Scope, Objectives, and Methodology

  • Research Scope
  • Key Questions this Study will Answer

The Decade Ahead for the Global Power Sector

  • Key Outcomes-The Decade Ahead for the Global Power Sector
  • Key Outcomes-The Decade Ahead for the Global Power Sector (continued)
  • Major Shifts Impacting the Evolution of the Power Sector in the 2020s
  • Renewables Take Centre Stage
  • Domination of Renewables-Electricity the New Oil?
  • Decade of Decentralisation
  • Decade of Decentralisation-Key Growth Opportunities
  • Virtual Power Plants-A Key Component of Decentralised Energy
  • Virtual Power Plants-Ecosystem and Revenues
  • Growth in OPEX-based Business Models
  • Growth in OPEX-based Business Models-Driving Renewable Deployment
  • Digital Power-Driving Greater Efficiency in Power Assets
  • Digital Power-Driving Next-generation Service Solutions
  • Storage and EV Infrastructure Go Mainstream-Battery Deployments Surge
  • Storage and EV Infrastructure Go Mainstream-Boom in V2G and V2H
  • Energy Efficiency and Management-Demand Response a Key Solution
  • Energy Efficiency and Management-Vital to Reduce Building Energy Consumption
  • Hydrogen-An Economy of its Own in the Making
  • Hydrogen-An Economy of its Own in the Making (continued)

The Decade Ahead for the North American Power Sector

  • The Decade Ahead for the North American Power Sector
  • The Decade Ahead for the North American Power Sector (continued)
  • The Decade Ahead for the North American Power Sector (continued)
  • Major Trends Impacting the Future of the North American Power Sector
  • Renewables Dominate New Investment
  • Energy Efficiency Curbs Consumption Growth
  • Energy Storage Goes Mainstream
  • Flexibility is King
  • Microgrids Boost Resiliency
  • The Decade of Decentralisation
  • Market Trends Impact Analysis-North America

The Decade Ahead for the Latin American Power Sector

  • The Decade Ahead for the Latin American Power Sector
  • The Decade Ahead for the Latin American Power Sector (continued)
  • Major Trends Impacting the Future of the Latin American Power Sector
  • Renewables Dominate New Capacity Investment
  • Generation Becomes Local
  • Growth in Corporate Renewable Energy PPAs
  • Strong Electricity Demand Growth
  • Massive Investment in Transmission in Infrastructure Upgrades Expected
  • Electrification of Mobility
  • Market Trends Impact Analysis-Latin America

The Decade Ahead for the European Power Sector

  • The Decade Ahead for the European Power Sector
  • The Decade Ahead for the European Power Sector (continued)
  • Major Trends Impacting the Future of the European Power Sector
  • Clean Energy Push Expected to Continue
  • The Decade of Decentralisation
  • Continued Pressure on Utility CXOs to Innovate and Transform Their Business Model
  • The Long Goodbye for Coal
  • Greater Need for Regulatory Intervention
  • Batteries Hit the Mainstream
  • Market Trends Impact Analysis-Europe

The Decade Ahead for the Asia-Pacific (Excluding China) Power Sector

  • The Decade Ahead for the Asia-Pacific Power Sector
  • Major Trends Impacting the Future of the Asia-Pacific Power Sector
  • Coal Holds on in Asia
  • Strong Electricity Demand Growth Projected
  • Green Energy Growth Potential
  • Boom in Offshore Wind Power Expected
  • Boost for Microgrids Market Growth
  • Distributed Solar+Storage
  • Market Trends Impact Analysis-Asia-Pacific

The Decade Ahead for the Chinese Power Sector

  • The Decade Ahead for the Chinese Power Sector
  • The Decade Ahead for the Chinese Power Sector (continued)
  • Major Trends Impacting the Future of the Asia-Pacific Power Sector
  • Strong Investment in Renewable Energy
  • Diversification From Coal
  • Gas Increases Slowly
  • Increasing Market Opportunities for Decentralised Energy
  • Boosting Plant Operations Through Digital 4.0
  • China is Expected to Dominate the Global Lithium-ion Battery Market
  • Market Trends Impact Analysis-China

The Decade Ahead for the Indian Power Sector

  • The Decade Ahead for the Indian Power Sector
  • Major Trends Impacting the Future of the Indian Power Sector
  • Strong Growth in Renewable Energy
  • Coal Remains Key for India
  • India's Transmission Grid Under Strain
  • Economic and Policy Challenges for the Indian Power Sector
  • Growth in Microgrids
  • Early Days for Energy Storage
  • Market Trends Impact Analysis-India

The Decade Ahead for the Middle Eastern and African Power Sector

  • The Decade Ahead for the Middle Eastern and African Power Sector
  • Major Trends Impacting the Future of the Middle-East and African Power Sector
  • Gas Remains King in the Middle East
  • Strong Growth in Solar
  • Nuclear Power on the Rise?
  • Surge in Decentralisation
  • Saudi Arabia in Transition
  • Push for Energy Conservation Measures
  • Market Trends Impact Analysis-The Middle East and Africa

Growth Opportunities and Companies to Action

  • Growth Opportunity 1-Risk-Gain Share Models and M&A: New Opportunities for Technology OEMs
  • Growth Opportunity 2-Expanding Current Solution Offering: New Opportunities for System Integrators and Installers
  • Growth Opportunity 3-Consumer to Prosumer: New Opportunities for End Users
  • Growth Opportunity 4-Market Entry to DER: New Opportunities for Utilities
  • Growth Opportunity 5-Expanding Solution Offering: New Opportunities for ESCOs
  • Strategic Imperatives for the Global Power Market

The Last Word

  • Last Word
  • Legal Disclaimer

Appendix

  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)

The Frost & Sullivan Story

  • The Frost & Sullivan Story
  • Value Proposition-Future of Your Company & Career
  • Global Perspective
  • Industry Convergence
  • 360º Research Perspective
  • Implementation Excellence
  • Our Blue Ocean Strategy