表紙
市場調查報告書
商品編碼
954827

COVID-19對微電網市場的影響

COVID-19: Which Microgrid Segments Benefit - Which Suffer?

出版日期: | 出版商: Guidehouse Insights (formerly Navigant Research) | 英文 19 Pages; 4 Tables, Charts & Figures | 訂單完成後即時交付

價格
  • 全貌
  • 簡介
  • 目錄
簡介

新的冠狀病毒感染(COVID-19)的大流行正在以意想不到的方式影響經濟,不僅對正常業務產生了重大影響,而且對石油需求(及其價格)也產生了重大影響。價格急劇下跌對能源行業產生重大影響。另一方面,微電網市場保持了兩位數的增長,但對單個細分市場的影響並不一樣。短期影響可能是原定於2020年的項目推遲到2021年,但從長遠來看,氣候變化(以及隨之而來的極端氣候)會受到影響。森林大火以及對公共基礎設施的恐怖襲擊可能會增加微電網的傳播,以此作為應對風險的一種手段。

該報告調查了COVID-19對全球微電網市場的影響,並提供了諸如對市場動態的影響,每個細分市場的優缺點之類的信息,以及用於審查業務計劃的建議。

目錄

簡介

背景

建議

COVID-19對微電網細分市場動態的影響

  • 預計將出現衰退的全球經濟前景不確定
    • 案例研究:擴大公益公司運營的微電網
  • 一些細分市場保持強勁
  • 儲能成為市場晴雨表

COVID-19下各個細分的優缺點

  • 獲獎細分
    • 受益於COVID-19的醫療機構
    • 數據中心面臨日益增長的需求
    • 模塊化微電網成為主流
    • 由COVID-19促進向清潔能源微電網的過渡
  • 受COVID-19不利影響的微電網網段
    • 大型消費者不願投資長期項目
    • 適用於難以上網的社區的微電網
    • 旅館和酒店業面臨大流行挑戰
    • 沒有吸引力的住宅微電網
  • 對每個地區的微電網市場產生重大影響的大流行
  • 各種競爭的DER平台

需要審查業務計劃的重點

  • 查找支持基本基礎設施需求(例如醫療保健)的項目
  • 專注於受益於郊遊限制,社交距離和遠程工作等趨勢的細分市場
  • 為您的微電網項目選擇更清潔的DER資產
  • 利用DER資產(例如VPP)尋找相鄰的市場機會
目錄
Product Code: SI-COVIDMG-20

COVID-19 has affected the economy in many unforeseen ways. Besides a shock to business as usual that rippled through the global economy, one of its most visible impacts on the energy industry was a steep drop in demand (and corresponding price) for oil. But how has COVID-19 affected electricity markets and, more specifically, emerging digitization platforms such as microgrids? What fresh opportunities are presenting themselves in the microgrid space due to COVID-19? How should the microgrid solution ecosystem plan accordingly?

There are short- and long-term ramifications, but discernable evidence points toward overall double-digit growth in microgrids despite a severe global recession. Yet, that growth will be characterized by uneven impacts on different market segments and the desirability of different distributed energy resources (DER) options. Furthermore, although near-term impacts include project delays in 2020 likely extending into 2021, the longer-term picture for microgrids will likely benefit from COVID-19. The pandemic is just another in a growing list of global disruptions to business as usual, including climate change (and resulting extreme weather), wildfires, and increased terrorist attacks on public infrastructure.

This Guidehouse Insights report examines which microgrid segments may benefit from COVID-19 and which segments will likely suffer. It discusses why these market trends should shape how vendors, utilities, and prosumers view near- and long-term microgrid opportunities. Guidehouse Insights then provides detailed and actionable recommendations for the microgrid industry ecosystem to adjust future strategies accordingly.

KEY QUESTIONS ADDRESSED:

  • How has COVID-19 affected the microgrid market to date?
  • How did Guidehouse Insights modify its utility microgrid forecasts in light of COVID-19?
  • Which microgrid segments might benefit and why?
  • Which microgrid segments might suffer and why?
  • What about regional variations in near-term deployments?
  • Will other DER platforms take away business from the microgrid platform?

WHO NEEDS THIS REPORT:

  • Microgrid project developers
  • Utilities
  • Energy storage purveyors
  • DER asset manufacturers
  • Smart grid software firms
  • State regulators
  • Investor community

Table of Contents

Spark

Context

Recommendations

COVID-19 Affects Microgrid Market Segment Dynamics

  • Global Economic Outlook Remains Uncertain with Anticipated Setbacks
    • Case Study: Utility Microgrid Growth
  • Some Microgrid Market Segments Remain Strong
  • Energy Storage Can Be a Market Barometer

Examining the Pros and Cons of Selected Microgrids Segments Under COVID-19

  • Microgrid Segments Emerging as Winners
    • Healthcare Facilities Benefit from COVID-19
    • Data Centers Face Increasing Demands
    • Modular Microgrids Could Make Up the Majority
    • Clean Energy Microgrids Driven by COVID-19 Shift
  • Microgrid Segments Suffering from COVID-19 Impacts
    • Selected C&I Customers Hesitant to Invest in Long Payback Projects
    • Community Microgrids More Difficult to Bring Online
    • Hotels and Hospitality Industry Bear the Brunt of Pandemic-Related Challenges
    • Remote Residential Energy Access Microgrids Might Become Less Attractive
  • The Pandemic Shapes Regional Microgrid Prospects
  • Competing DER Platforms

Microgrid Stakeholders Should Refocus Business Plans

  • Look for Projects that Support Vital Medical and Other Fundamental Infrastructure Needs
  • Focus on Market Segments that Benefit from Shelter at Home, Social Distancing, and Remote Employee Trends
  • Choose Cleaner DER Assets for Microgrid Projects
  • Seek Adjacent Market Opportunities with DER Assets such as VPPs

LIST OF CHARTS AND FIGURES

  • Annual Total Microgrid Power Capacity and Revenue by Region, World Markets: 2020-2029
  • Total Microgrid Capacity by Market Segment, World Markets: 1Q 2020
  • Planned Microgrid Capacity by Market Segment, World Markets: 1Q 2020
  • Selected DER Capacity by Technology, World Markets: 2020