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市場調查報告書
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1198074

電力市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

Power Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

在預測期內,電力市場預計將以超過 3% 的複合年增長率增長。

COVID-19 對 2020 年的市場產生了負面影響。 市場現在處於大流行前的水平。

主要亮點

  • 從中期來看,根據能源消費需求增加發電量以及發電行業動態變化等因素預計將推動電力市場需求。
  • 另一方面,佔世界發電量大部分的燃煤電廠關閉以及原油價格波動導致上游項目延期等因素預計將阻礙發電量的增長電力市場。
  • 但是,化石燃料發電廠已關閉,風能、太陽能和小水電等可再生能源發電量增加,對電動汽車和熱泵的需求增加,互連器的出口需求增加。作為結果,輸配電線路的安裝要求不斷增加,為大公司創造了很多機會。
  • 由於亞太地區的高城市化率和不斷增長的電力需求,尤其是在中國和印度,預計亞太地區將成為預測期內最大的市場。

電力市場趨勢

火力發電是最大市場

  • 發電使用多種能源,從煤炭和石油等化石燃料到風能和太陽能等可再生能源。 發電的能源結構以煤炭、石油和天然氣等化石燃料為中心,佔世界能源結構的近65%。
  • 由於國內燃料價格低廉,發電組合嚴重偏向煤炭,而且煤炭的貢獻很高。 由於增加其他常規能源(如水力、核能和天然氣)的限制,煤炭在能源結構中的份額逐年增加。
  • 燃煤發電廠是使用最廣泛的火力發電廠,預計到 2025 年將佔世界電力供應的最大份額。 更高效的減少污染物(每千瓦)的技術,例如超超臨界煤技術,將取代老化的發電廠。
  • 根據 2022 年 BP 世界能源統計評論,燃煤發電廠將在 2021 年佔全球總發電量的最大份額。 從全球來看,2021年煤炭發電仍將是發電的主流燃料,佔比將從2020年的35.1%提升至36%。 2021年煤炭發電量達到10244太瓦時。
  • 2022 年 3 月,墨西哥國有電力公司 Comision Federal de Electricidad (CFE) 宣布了五個項目的直接訂單,預計將增加 226 萬千瓦的天然氣發電能力。 瓦錫蘭贏得了兩座內燃發電廠的訂單,即位於下加利福尼亞州的 429MW CCI Mexicali Oriente 電廠和位於索諾拉的 202MW CCI Parque Industrial 電廠。 其餘三個是聯合循環工廠。 三菱電機贏得了位於瓜納華託的 442 兆瓦 CCC 聖路易斯波托西和 932 兆瓦 CCC 薩拉曼卡電廠,最後是 TSK 和西門子能源贏得了克雷塔羅的 CCC El Sauz ll(256 兆瓦)。
  • 2021 年 11 月,瓦錫蘭與巴西*礦業和能源部簽署了一份合同,為巴西的三座燃氣發動機發電廠提供總裝機容量為 150 兆瓦的發電廠。 該項目將以EPC(工程、採購和施工)的方式交付給位於巴西東南部聖埃斯皮裡圖州的現有UTE Luiz Oscar Rodrigues de Melo和UTE Viana 1電廠以及新建的UTE Povoacao 1電廠。
  • 綜上所述,火力發電在電力市場中的份額預計在預測期內最高。

亞太地區主導市場

  • 亞太地區擁有超過 50% 的世界人口和 60% 的世界大城市。 未來,非洲大陸將面臨日益增長的電力需求,因為隨著人口增長和工業化的迅速發展,數百萬新客戶將獲得電力供應。 例如,根據《BP 世界能源 2022 年統計評論》,該地區的一次能源消耗量將從 2013 年的 220.48 艾焦耳增加到 2021 年的 272.45 艾焦耳。
  • 在亞太地區的許多國家/地區,由於電網不足,偏遠和農村地區可能無法用電。 為了向這些地區輸送電力,亞太地區的國家正在大力投資發展電網。
  • 中國主導著該地區的電力市場,能源部門正在轉向更清潔、更可持續的能源,以減少碳排放並在 2060 年實現零碳排放。我們正在朝著新的方向前進。
  • 此外,到 2021 年,中國將擁有世界上最大的可再生能源裝機容量。 根據中國國家能源局的數據,到2021年底,全國可再生能源發電量將達到1.063太瓦,約佔總發電量的44.8%。 中國還制定了到 2030 年可再生能源裝機容量達到 1.2 太瓦左右的目標,這一目標觸手可及,這直接推動了該國的可再生能源電力市場。
  • 例如,中國政府已宣布計劃在 2022 年和 2030 年在戈壁沙漠地區建設 450GW 的太陽能和風力發電廠,以實現其可再生能源目標。
  • 根據國際能源署 (IEA) 的數據,印度是世界第三大能源消費國。 這是由於收入水平的提高和生活水平的提高,這直接促進了印度電力市場的發展。 據信,未來幾年印度數百萬家庭將購買新的電器和空調,預測期間將需要增加大量電網以支持其增長。
  • 此外,印度政府大力投資可再生能源以減少碳足跡,實施了各種大型可持續電力項目,大力推廣綠色能源。 截至 2021 年,印度擁有 147 吉瓦的可再生能源裝機容量,目標是到 2030 年實現約 450 吉瓦 (GW) 的可再生能源裝機容量,這將直接支撐市場。。
  • 例如,到 2022 年,National Thermal Power Corporation (NTPC) 和 Bharat Heavy Electricals (BHEL) 將在特倫甘納邦運營印度最大的漂浮式太陽能發電廠,容量為 100 兆瓦,每個發電廠產生 210 萬噸二氧化碳排放量年。預計數量將減少。
  • 因此,基於擴張和升級等因素,隨著電力需求的增加,預計將對電力市場產生積極影響,尤其是在亞太地區。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第一章介紹

  • 調查範圍
  • 市場定義
  • 調查假設

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

  • 簡介
  • 全球裝機容量 (GW) 和到 2027 年的預測
  • 到 2027 年的全球發電量和預測 (TWh)
  • 可再生能源的能源結構(世界)(2021 年)
  • 一次能源消耗,單位:MTOE (2011-2021)
  • 近期趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 司機
    • 約束因素
  • 供應鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場細分

  • 發電 - 電源
    • 火力
    • 水電
    • 核能
    • 可再生能源
  • 輸配電 (T&D)
  • 按地區
    • 北美
    • 亞太地區
    • 歐洲
    • 南美洲
    • 中東

第六章競爭格局

  • 併購、合資、合作、協議
  • 主要參與者採用的策略
  • 公司簡介
    • State Grid Corporation of China
    • Engie SA
    • Electricite de France S.A.
    • Iberdrola, S.A.
    • National Thermal Power Corporation Limited
    • NTPC Ltd
    • Tokyo Electric Power Company Holding Inc
    • Enel S.p.A.
    • Korea Electric Power Corporation(KEPCO)
    • Chubu Electric Power Co., Inc.

第7章 市場機會未來動向

簡介目錄
Product Code: 70503

Power Market is projected to register a CAGR of over 3% during the forecast period.

COVID-19 negatively impacted the market in 2020. Presently the market has now reached pre-pandemic levels.

Key Highlights

  • Over the medium term, factors such as the growing electricity generation along with energy consumption demand, with changing power generation industry dynamics, are expected to drive the demand for the power market.
  • On the other hand, the phasing out of coal-based power plants, which account for a major share of power generation around the globe, and volatile crude oil prices leading to delays in several upstream projects are expected to hinder the growth of the Power Market.
  • Nevertheless, the increasing closures of fossil-fueled generation, an influx of wind, solar, small hydro, and other renewables-based power generation, rising electric vehicle and heat pump demand, and increasing export requirements via interconnectors have resulted in increased requirements for installation of Transmission and Distributions (T&D) lines, creating several opportunities for the major companies.
  • Asia-Pacific is expected to be the largest market during the forecast period, owing to the high urbanization growth rate and growing electricity demand, mainly from China and India.

Power Market Trends

Thermal Source for Power Generation to be the Largest Market

  • Power generation uses a variety of sources ranging from fossil fuels like coal and oil to renewable sources like wind and solar. The energy mix for electricity generation is dominated by fossil fuels like coal, oil, and natural gas, with the three constituting almost 65% of the global energy mix.
  • The power generation mix is heavily skewed toward coal, with a major contribution, because of cheaper domestic fuel availability. Its share in the mix has increased over the years due to constraints in adding other conventional generation sources-hydro, nuclear, and gas.
  • Coal thermal power plants are the most widely used thermal power plant and are expected to have the largest share in the electricity power (global) supply, in 2025, in the world. More efficient technologies like Ultra Supercritical Coal Technology, which reduces pollution (per KW), are likely to replace aging power plants.
  • As per BP Statistical Review of World Energy 2022, in 2021, a coal-based thermal power plant holds the largest share in total global power generation. Globally, the amount of power generated from coal remained the dominant fuel for power generation in 2021, with its share increasing to 36%, up from 35.1% in 2020. In 2021, coal-based power generation had reached 10244 TWh.
  • In March 2022, Comision Federal de Electricidad (CFE), the state-owned electric utility of Mexico, issued direct awards on five projects expected to add 2.26 GW of gas-based power generation capacity. Wartsila was awarded contracts to build two internal combustion engine power plants: the 429 MW CCI Mexicali Oriente plant in Baja California, and the 202 MW CCI Parque Industrial in Sonora. The other three are combined cycle plants: CCC San Luis Potosi (442MW) in CCC San Luis Potosi and the 932MW CCC Salamanca plant in Guanajuato, both awarded to Mitsubishi Power; and finally, CCC El Sauz ll (256MW) in Queretaro, with the contract going to TSK and Siemens Energy.
  • In November 2021, Wartsila signed a contract with the Brazilian*Ministry of Mines and Energy to supply three gas engine power plants with a combined output of 150 MW in Brazil. The projects are going to be delivered on Engineering, Procurement, and Construction (EPC) basis to existing power plant sites UTE Luiz Oscar Rodrigues de Melo and UTE Viana 1, as well as a new power plant UTE Povoacao1, all located in EspiritoSanto, a state in Southeast Region of Brazil.
  • Therefore, based on the factors mentioned above, the thermal source for power generation is expected to be the largest segment of the Power Market during the forecast period.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is home to more than 50% of the global population and 60% of the large cities, and in the future, the continent will face increasing demand for power as millions of new customers are gaining access to electricity, with rapid population growth and industrialization. For instance, according to the BP Statistical Review of World Energy 2022, the primary energy consumption in the region increased from 220,48 exajoules in 2013 to 272.45 exajoules in 2021.
  • Many countries in Asia-Pacific have inadequate transmission and distribution (T&D) networks, and hence, electricity is not available in some of the remote and rural areas. To bring electricity to these areas, the countries in the region are investing heavily in building a transmission line network.
  • China dominates the power market in the region, and the energy sector is moving in a new direction by transitioning toward cleaner and sustainable energy sources to reduce carbon emissions and achieve net zero carbon emissions by 2060.
  • Furthermore, as of 2021, China has the most significant renewable installed capacity globally. According to China's National Energy Administration, the country's renewable installed capacity reached 1.063 terawatts by the end of 2021, accounting for about 44.8% of the total installed generation capacity. In addition, China has set a target for about 1.2 terawatts of renewable installed capacity by 2030, which it is expected to reach comfortably, directly aiding the renewable power market in the nation.
  • For instance, in 2022, the government of China announced that it plans to build 450 gigawatts of solar and wind energy power plants in the Gobi desert regions to achieve the renewable energy target by 2030.
  • According to the International Energy Agency (IEA), India is the third largest energy-consuming country globally, owing to the rising income levels and improving standards of living, which directly aids the power market in the nation. Over the coming years, millions of Indian households will buy new appliances and air-conditioners, and to support the growth, the nation will have to add a large amount of power systems in the forecast period.
  • In addition, the Government of India is investing heavily in renewable energy to reduce carbon emissions and undertaking various large-scale sustainable power projects, and promoting green energy heavily. As of 2021, India's installed renewable energy capacity stood at 147 GW, and the country is targeting about 450 Gigawatt (GW) of installed renewable energy capacity by 2030, which will directly aid the market.
  • For instance, in 2022, National Thermal Power Corporation (NTPC) and Bharat Heavy Electricals (BHEL) commissioned the largest floating solar power plant in India with a capacity of 100 MW in the state of Telangana, which will reduce the carbon dioxide emission by 2,10,000 tonnes per year.
  • Therefore, based on the factors like expansions and upgrades, especially in the Asia-Pacific region, along with increased power demand, is expected to have a positive impact on the power market.

Power Market Competitor Analysis

The Power Market is fragmented. Some of the major players (not in particular order) in the market include State Grid Corporation of China, Iberdrola, S.A., Tokyo Electric Power Company Holding Inc, NTPC Ltd, and Electricite de France S.A., among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Installed Power Generation Capacity and Forecast in GW, till 2027
  • 4.3 Electricity Generation and Forecast ,in TWh, Global, till 2027
  • 4.4 Renewables Energy Mix, Global, 2021
  • 4.5 Primary Energy Consumption, in MTOE, 2011-2021
  • 4.6 Recent Trends and Developments
  • 4.7 Government Policies and Regulations
  • 4.8 Market Dynamics
    • 4.8.1 Drivers
    • 4.8.2 Restraints
  • 4.9 Supply Chain Analysis
  • 4.10 Porter's Five Forces Analysis
    • 4.10.1 Bargaining Power of Suppliers
    • 4.10.2 Bargaining Power of Consumers
    • 4.10.3 Threat of New Entrants
    • 4.10.4 Threat of Substitutes Products and Services
    • 4.10.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Power Generation - Source
    • 5.1.1 Thermal
    • 5.1.2 Hydroelectric
    • 5.1.3 Nuclear
    • 5.1.4 Renewables
  • 5.2 Power Transmission and Distribution (T&D)
  • 5.3 Geography
    • 5.3.1 North America
    • 5.3.2 Asia-Pacific
    • 5.3.3 Europe
    • 5.3.4 South America
    • 5.3.5 Middle-East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 State Grid Corporation of China
    • 6.3.2 Engie SA
    • 6.3.3 Electricite de France S.A.
    • 6.3.4 Iberdrola, S.A.
    • 6.3.5 National Thermal Power Corporation Limited
    • 6.3.6 NTPC Ltd
    • 6.3.7 Tokyo Electric Power Company Holding Inc
    • 6.3.8 Enel S.p.A.
    • 6.3.9 Korea Electric Power Corporation (KEPCO)
    • 6.3.10 Chubu Electric Power Co., Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS