市場調査レポート - 57210

世界の石炭ガス化複合発電(IGCC)市場および戦略:2007-2030年

Global IGCC Power Markets and Strategies, 2007-2030

発行 IHS Emerging Energy Research
出版日 ページ情報 英文
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世界の石炭ガス化複合発電(IGCC)市場および戦略:2007-2030年 Global IGCC Power Markets and Strategies, 2007-2030
出版日: 2007年12月10日 ページ情報: 英文

当商品の販売は、2014年07月02日を持ちまして終了しました。

概要

当報告書では、世界の石炭ガス化複合発電(IGCC)市場、技術、企業戦略などについて調査分析し、世界の石炭資源とIGCCの発展の背景、各種政策・インセンティブ、技術および競合技術、製造・投資・炭素回収コストの分析、世界の各地域のプロジェクト、企業タイプ(ユーティリティ・IPPなど)別のプロジェクト戦略、IGCC関連サプライヤー・プロバイダーの競合環境と市場シェアなどについてまとめ、2030年までの予測も盛り込み、概略下記の構成でお届けいたします。

第1章 エグゼクティブサマリー

第2章 IGCC発電の市場環境

  • 世界の石炭資源とIGCCの発展
  • 炭素関連の政策と気候上の課題
  • IGCC支援政策・インセンティブ
  • IGCC環境を許可するプロジェクト
  • 世界のIGCC発電市場環境ランキング

第3章 世界の技術・コスト上の課題

  • IGCCの背景と概要
  • 製品・技術の競争力
  • ガス化技術の比較
  • ガスタービン技術の比較
  • 分離における課題と市場機会
  • IGCC発電の製造コスト

第4章 世界のIGCC発電市場:2000-2030年

  • 世界のIGCC発電容量:市場予測
  • 世界のIGCCプロジェクトパイプラインの状況
  • IGCCの国別プロジェクトレビュー

第5章 IGCCプロジェクト開発における競合分析

  • プロジェクトの開発動向
  • ユーティリティ企業の発電戦略とIGCC
  • IPPと特殊ディベロッパーのターゲットとするIGCC
  • 石油企業によるIGCCとのシナジー
  • IPPのプロファイル
  • ユーティリティ企業のプロファイル

第6章 IGCC発電所関連供給企業の競合分析

  • IGCC技術供給
  • IGCC発電所の市場シェア分析
  • IGCC製品・技術分析
  • IGCC発電所関連のプロバイダー
  • ガス化関連のベンダー

図表

目次

Abstract

Tightening emission standards, evolving carbon policies and the entry of credible turnkey suppliers is driving widespread interest in coal-based IGCC Power Generation. Nearly 4,000 MW of IGCC projects are currently operating in the US, Europe and Asia and over 50 IGCC projects totaling over 25,000 MW have been announced or are in planning worldwide. EER' s new study, Global IGCC Power Markets and Strategies 2007-2030 is the most comprehensive market study available on coal IGCC as a generation option for the global power sector. The study provides in-depth analysis of power market environments and the strategies of key players across the value chain.

  • Coal dominant utilities, large IPPs and upstream energy producers are emerging as early adopters of IGCC: In North America Utilities AEP, Southern Company and Duke, have all initiated coal IGCC projects, while IPPs including Hydrogen Energy, NRG and Edison Mission are also active players. How are the carbon management strategies of utilities and IPPs evolving, and how is this impacting their adoption of IGCC?
  • The US market is clearly leading the way with 27 projects in 16 states at some stage of development with a combined capacity of more than 15,000 MW. How will IGCC development differ in Europe versus the US and other key developing power markets?
  • IGCC has emerged as the most popular technology for commercial deployment of carbon capture and sequestration, but still faces significant uncertainty. The next 5 years will be crucial for establishing IGCC' s reliability to engender customer confidence and to drive down costs. Will other carbon capture alternatives such as oxyfuel and post combustion capture technologies emerge as viable competitors? What are the economics of IGCC and what is a realistic timeframe for substantial growth?

Table of Contents

Section 1. Executive Summary

Section 2. IGCC Power Market Environment

  • 2.1 Global Coal Resources Drive IGCC Development Trends
    • Coal Quality, Availability Creates Opportunities and Challenges for IGCC
  • 2.2. Carbon Policy and Climate Issues
    • 2.2.1 Kyoto Protocol Set to Begin
    • 2.2.2 European Union Trading Scheme Emerges into Adolescence
    • 2.2.3 Greenhouse Gas Mitigation Policy in the US
      • National Developments in US Greenhouse Gas Policy
      • US State and Regional Activity to Address Climate Change
    • 2.2.4 Carbon Policies Emerge in the Rest of the World
      • Japan Pilots Domestic Cap-and-Trade, While Active in International CDM Market
      • Regional Initiatives Lead the Way in Canada, as National Policy Backtracks on Kyoto
      • New Zealand Nixes Tax, Pursues Carbon Trading
      • Australia Proposes Domestic Cap-and-Trade
      • Threshold Countries Prepare for Possible Carbon Obligations Post-2012
  • 2.3 IGCC Support Policies and Incentives
    • 2.3.1 US Clean Coal Strategy Targets IGCC
      • CCPI Drives Commercial Scale-up and Development of Novel IGCC Concepts in the US
      • US States Offer IGCC Incentives
    • 2.3.2 Outside of the US, Funding Targets Carbon Capture
      • In Europe ZEP-TP Seeks to Spur National Initiatives and Remove Obstacles to CCS
      • UK Program Attracting IGCC for CCS Demonstration
      • Australia Clean Coal Policy Pushes Domestic IGCC Technology
      • Asian Government Support for IGCC Focuses on Local Technology Objectives
  • 2.4 Project Permitting Environment for IGCC
    • NGOs approach IGCC from Varied Positions
  • 2.5 Global IGCC Power Market Environment Ranking
    • 2.5.1 Ranking Criteria Definitions
      • Fuel Resource
      • Regulatory Incentives
      • Permitting and Siting Environment
      • Power Market Fundamentals
      • Proximity to CO2 Sequestration
    • 2.5.2 Ranking Results
      • Tier 1: US, Australia Initiate Transition to IGCC Through Demonstration
      • Tier 2: Longer Term Market Opportunities Await CCS
      • Tier 3: Change in Market Conditions Could Drive Future Market Opportunities

Section 3. Global Technology and Cost Hurdles

  • 3.1 Background and Overview of IGCC
    • Experience of IGCC in Operation
    • Status of Coal-based IGCC
  • 3.2 Product and Technology Competitiveness
    • 3.2.1 The Efficiency of IGCC
    • 3.2.2 Emissions Performance of IGCC
    • 3.2.3 Polygeneration strategies with IGCC
    • 3.2.4 Carbon Capture Issues for IGCC
      • Emerging Technology Competition for Carbon Capture Applications
      • Oxyfuel Technology
      • Post-Combustion Capture Technology
  • 3.3 Gasification Technology Comparisons
    • Commercial Status of Competing Gasifiers for IGCC
    • Key Technology Attributes Differentiate Gasification Suppliers in the Marketplace
    • IGCC Seeks to Capitalize on Gasification Industry Scaling
  • 3.4 Gas Turbine Technology Comparisons
  • 3.5 Sequestration Challenges and Opportunities
    • 3.5.1 Sequestration Applications
    • 3.5.2 Sequestration Experience to Date
    • 3.5.3 Regional Storage Potential
    • 3.5.4 EOR Drives Some Early Stage CCS Activity
    • 3.5.5 Regulatory Issues Come to Forefront as
      • CCS Interest Grows
  • 3.6 IGCC Power Production Costs
  • 3.6.1 IGCC Cost Competitiveness With Other Options
  • 3.6.2 Capital Costs Skyrocketing, Damaging Near-Term Prospects
    • Capital Cost Breakdown

Section 4. Global IGCC Power Markets, 2000-2030

  • 4.1 Global IGCC Capacity Market Forecasts Forecast Methodology
    • 4.1.1 EER' s Low Carbon Generation Scenario
    • 4.1.2 Conservative Market Forecast
    • 4.1.3 Optimistic Market Forecast
  • 4.2 Status of Global IGCC Project Pipeline
    • 4.2.1 Status of IGCC projects with Carbon Capture and Sequestration
      • Over half of IGCC projects tied directly to CCS solutions
      • IGCC Projects Compete with other Carbon Capture Approaches
    • 4.2.2 Status of ' Capture Ready' IGCC Projects
    • 4.2.3 Abandoned IGCC Power Projects
  • 4.3 IGCC Country Project Review
    • 4.3.1 IGCC Markets in North America
      • Regional Market Trends Shape US IGCC Activity
      • Western Regions Lead Canada in IGCC
    • 4.3.2 IGCC Project Development in Europe
      • Auspicious UK Pipeline Undermined by Government CCS Agenda
      • Germany Turning to More Efficient Combustion
      • Existing Experience Leads to Further Development in the Netherlands
      • Technology Suppliers Position in Eastern Europe
      • Southern Europe Adopts Wait and See Approach
    • 4.3.3 IGCC Project Development in the Asia
      • Pacific Region
      • Australia Drives Carbon Capture Activity in Asia Pacific
      • IGCC Interest in China Awakens in 2007
      • India Initiates Activity
      • Japan Supports Demonstration for Technology Export
      • South Korea Wades Out for Expression of Interest
    • 4.3.4 IGCC Project Development in the Rest of the World
      • South Africa Examines Underground Gasification
      • Privitization in Russia Places More Emphasis on Coal
      • Opportunities in the Middle East

Section 5. Competitive Analysis of IGCC Project Development

  • 5.1 IGCC Power Project Development Trends
    • 5.1.1 2007: A Transitional Year for IGCC
    • 5.1.2 IGCC Project Development Rankings
    • 5.1.3 Companies Hedging Carbon Capture Technology Bets
  • 5.2 Utility Generation Strategies and IGCC
    • 5.2.1 Coal Dominant Utilities are Pioneers in the US
    • 5.2.2 European Utilities Favor Combustion
    • 5.2.3 Utility Strategies and IGCC in the Rest of World
  • 5.3 IPPs and Specialized Developers Target IGCC
    • Institutional Investor-Type IPPs Focus Clean Investment Strategies on IGCC
    • Global Energy Seeks to Internalize Risk for Cost Advantage
  • 5.4 Oil Companies Seek Newfound Power
    • Synergies with IGCC
      • Oil Companies Target IGCC to Balance Upstream Strategies
      • EOR Focused Companies Reposition Along the Value Chain for CCS
      • Petcoke as a Captive Fuel Source Drives IGCC Involvement
      • Coal Producers Target IGCC to Secure Long Term Fuel Potential
  • 5.5 IPP Profiles
    • 5.5.1 Babcock & Brown
    • 5.5.2 Edison Mission
    • 5.5.3 ERORA
    • 5.5.4 Excelsior Energy
    • 5.5.5 Global Energy
    • 5.5.6 BP Alternative Energy
    • 5.5.7 M&M Energy
    • 5.5.8 NRG
    • 5.5.9 Powerfuel
    • 5.5.10 Southwestern Power Group
    • 5.5.11 Summit Energy
    • 5.5.12 Tenaska
  • 5.6 Utilities
    • 5.6.1 AEP
    • 5.6.2 Centrica
    • 5.6.3 Datang Power
    • 5.6.4 Duke
    • 5.6.5 Energy Northwest
    • 5.6.6 E.ON
    • 5.6.7 Mid American
    • 5.6.8 NTPC
    • 5.6.9 RWE
    • 5.6.10 Nuon
    • 5.6.11 Southern Company
    • 5.6.12 Southern California Edison
    • 5.6.13 Tampa Electric
    • 5.6.14 Xcel Eerngy

Section 6. Competitive Analysis of IGCC Power Plant Supply

  • 6.1 IGCC Technology Supply
    • 6.1.1 Gas Turbine Vendors Seek Vertical Integration for Advantage
    • 6.1.2 Oil Companies Diversify Gasification Supply for Coal Applications
    • 6.1.3 New Technology Entrants
      • Local Coal Resources Drives Innovation
      • Other Companies Await Clearer Market Environment
      • Pratt and Whitney Target Game Changing Technology
  • 6.2 IGCC Power Plant Market Share Analysis
    • GE Establishes Early Leadership
    • Siemens Ramps Up Technology Development
    • Mitsubishi Power Systems Takes Demonstration Experience to the US
    • Existing References Pave the Way for ConocoPhillips, Shell
    • New Entrants Seek to Get Technologies Off the Ground
    • 6.2.1 IGCC Supplier Market Share by Region
  • 6.3 IGCC Product and Technology Analysis
    • 6.3.1 Value Chain Positioning
    • 6.3.2 Supply Chain Analysis
  • 6.4 IGCC Power Plant Providers
    • 6.4.1 GE Energy
    • 6.4.2 Siemens
    • 6.4.3 Mitsubishi Heavy Industries
  • 6.5 Gasification Vendors
    • 6.5.1 ConocoPhillips
    • 6.5.2 Shell
    • 6.5.3 BHEL
    • 6.5.4 Pratt & Whitney
    • 6.5.5 HRL Limited
    • 6.5.6 KBR
    • 6.5.7 Synthesis Energy Systems

LIST OF EXHIBITS

Section 1. Executive Summary

Section 2. IGCC Power Market Environment

  • 2-1: Summary of Key IGCC Accelerators and Decelerators
  • 2-2: IGCC Market Potential Evaluation Components
  • 2-3: Coal' s Contribution to National Power Generation
  • 2-4: Overview of Global Coal Reserves
  • 2-5: Coal Price Variability Relative to Natural Gas and Crude Oil
  • 2-6: Features of Regional Coal Production Markets
  • 2-7: Global Coal Characteristics and Their Implications for IGCC
  • 2-8: Three Primary Carbon Policy Mechanisms Emerge Globally
  • 2-9: Countries Impacted by Kyoto
  • 2-10: Proposed CDM Methodology with a Sequestration Component
  • 2-11: Carbon Reduction of Proposed Climate Change Bills in the US Congress
  • 2-12: Summary of US State and Regional Greenhouse Gas Abatement Targets
  • 2-13: Federal US ITC Program Details
  • 2-14: Evolution of US DOE Clean Coal Funding Initiatives
  • 2-15: US IGCC Projects Awarded Investment Tax Credits or Federal Grant Funding
  • 2-16: US State Policies Supportive of IGCC
  • 2-17: Projects Positioned to Seek CCS Demonstration Funding in the UK
  • 2-18: Projects Funded By Australia' s Low Emissions Technology Demonstration Fund
  • 2-19: Examples of Global IGCC Projects that Have Stalled During Planning
  • 2-20: Significant Costs and Timeline of Upfront Project Development for IGCC
  • 2-21: Position of Leading Environmental Organizations on IGCC
  • 2-22: Global IGCC Market Attractiveness: Ranking Overview

Section 3. IGCC Power Market Environment

  • 3-1: IGCC Technology Attributes
  • 3-2: Evolution of Installed IGCC Capacity Globally by Fuel Type
  • 3-3: IGCC Projects That Have Operated on a Solid Fuel
  • 3-4: Demonstrated Efficiency of IGCC Technology for Use on Coal
  • 3-5: Comparison of Fossil Fuel Power Plant Emissions
  • 3-6: Prominent Polygeneration Projects Worldwide Source: Emerging Energy Research
  • 3-7: IGCC Projects Under Development Intending to Capture CO2
  • 3-8: Environmental Impact of IGCC Compared with Alternatives
  • 3-9: Attributes of Technologies Promoted for Carbon Capture and Sequestration
  • 3-10: Risk Profile Comparison of Carbon Capture Technologies
  • 3-11: Oxyfuel Combustion Projects Worldwide
  • 3-12: Post-Combustion Technologies Under Development
  • 3-13: Description of Leading Gasification Technologies for IGCC
  • 3-14: Commercial Status of Coal Gasifiers Promoted for IGCC
  • 3-15: IGCC as a Component of Growth in Global Gasification Industry
  • 3-16: Gas Turbine experience with Gasifier Syngas, 2006
  • 3-17: Carbon Capture and Sequestration Value Chain
  • 3-18: The Commercial Potential of Carbon Sequestration Applications
  • 3-20: Global Overview of Operating and Planned Sequestration Sites
  • 3-21: Regional Assessment of Storage Potential
  • 3-22: Economic vs. Environmental Comparison of Competing Generation Options
  • 3-23: Electricity Cost Comparison, $ / MWh
  • 3-24: Electricity Cost Comparison of Fossil-Fired Generation, $ / MWh
  • 3-25: IGCC Capital Cost Trends
  • 3-26: Capital Cost Breakdown of IGCC

Section 4. Global IGCC Power Markets, 2000-2030

  • 4-1: Regional Factors Impacting IGCC' s Growth Prospects
  • 4-2: IGCC Forecast in the Global Energy Mix
  • 4-3: EER Conservative IGCC Power Capacity Forecast by Region, 2007-2030 (MW)
  • 4-4: EER Optimistic IGCC Power Capacity Forecast by Region, 2007-2030 (MW)
  • 4-5: Conservative vs. Optimistic Forecast Scenarios, 2007-2030 (MW)
  • 4-6: Status of Global IGCC Project Pipeline
  • 4-7: Carbon Capture Status of Global IGCC Pipeline
  • 4-8: Global CCS Project Pipeline by Technology Type
  • 4-9: Global IGCC Pipeline by Country
  • 4-10: Pipeline of US Projects
  • 4-11: Regional Market Trends Shape US IGCC Activity
  • 4-12: European Pipeline of IGCC and Other Carbon Capture Projects
  • 4-13: Asia Pacific IGCC Pipeline

Section 5. Competitive Analysis of IGCC Project Development

  • 5-1: Strategic Drivers Influencing the Adoption of IGCC
  • 5-2: Market Share of Projects in the Pipeline by Company Type
  • 5-3: IGCC Project Development Ownership Ranking, 2007
  • 5-4: IGCC as Component of Clean Power Generation Strategies
  • 5-5: Summary of CCS Project Investment Activity
  • 5-6: Utility Involvement of IGCC Projects
  • 5-7: US Utility Involvement in IGCC
  • 5-8: Competitive Positioning of US and EU Utilities with Respect to CCS
  • 5-9: IGCC IPP & Developer Strategy Positioning
  • 5-10: IPP IGCC Development Value Chain
  • 5-11: Value Chain Involvement of Key CO2-EOR Players
  • 5-12: CO2 Pipeline Ownership Market Share and CO2 Supply Market Share, 2007
  • 5-13: Babcock and Brown Acquisition of Celanese Chemcials Facility
  • 5-14: Edison Mission IGCC Activity
  • 5-15: ERORA IGCC Activity
  • 5-16: Excelsior IGCC Project Activity
  • 5-17: Global Energy IGCC Activity
  • 5-18: BP Alternative Energy IGCC Activity
  • 5-19: M&M Energy IGCC Activity
  • 5-20: NRG IGCC Activity
  • 5-21: Powerfuel IGCC Activity
  • 5-22: Southwestern Power Group IGCC Project Activity
  • 5-23: Summit Power Key IGCC Activity
  • 5-24: Tenaska IGCC Activity
  • 5-25: AEP IGCC Activity
  • 5-26: Centrica IGCC Activity
  • 5-27: Datang IGCC Activity
  • 5-28: Duke IGCC Activity
  • 5-29: Energy Northwest IGCC Activity
  • 5-30: E.ON IGCC Activity
  • 5-31: Mid American IGCC Activity
  • 5-32: NTPC IGCC Activity
  • 5-33: RWE IGCC Activity
  • 5-34: Nuon IGCC Activity
  • 5-35: Southern Company IGCC Activity
  • 5-36: Southern California Edison IGC Activity
  • 5-37: Tampa Electric IGCC Activity
  • 5-38: Xcel IGCC Activity

Section 6. Competitive Analysis of IGCC Power Plant Supply

  • 6-1: Overview of Gasification Technology Suppliers by Company type
  • 6-2: Stage of Commercial Development of Leading Gasification Technologies
  • 6-3: Carbon Capture Technology Positioning
  • 6-4: Carbon Capture Technology Positioning
  • 6-5: Indicative Technology Vendor - EPC Relationships
  • 6-6: Attributes of the PWR Compact Gasifier
  • 6-7: Selection of Gasification and Gas Turbine Technology by Company type
  • 6-8: Technology Selection by Region
  • 6-9: IGCC Supplier Positioning along the Value Chain
  • 6-10: IGCC Supply Chain Involvement
  • 6-11: GE Energy IGCC Projects
  • 6-12: Siemens IGCC Projects
  • 6-13: Mitsubishi IGCC Projects
  • 6-14: ConocoPhillips IGCC Projects
  • 6-15: Shell IGCC Projects
  • 6-16: BHEL IGCC Projects
  • 6-17: Pratt & Whitney Gasification Projects
  • 6-18: HRL Gasification Projects
  • 6-19: KBR Gasification Projects
  • 6-20: Synthesis Energy Systems Gasification Projects
  • 6-21: U-GAS Gasification Projects
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