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新興市場国の集光型太陽熱発電(CSP)市場の分析

Analyzing CSP in Emerging Markets

発行 Aruvian's R'search 商品コード 270650
出版日 ページ情報 英文 182 Pages
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新興市場国の集光型太陽熱発電(CSP)市場の分析 Analyzing CSP in Emerging Markets
出版日: 2013年05月01日 ページ情報: 英文 182 Pages
概要

世界のエネルギー環境が急速に変化する中で、集光型太陽熱発電(CSP)は他の再生可能エネルギー技術や、安価で持続的な天然ガスとの競争の激化、また長期間の開発期間といった課題を抱えています。それでも、CSP市場は従来型の発電企業からの企業買収資金などを集め、世界規模での技術開発を続けています。更に、技術選択・活用分野の幅の広さ−−発電、太陽熱複合発電システム(ISCC)、産業用蒸気、石油増進回収など−−が、CSP市場の誘因性を強めています。

当レポートでは、新興市場国(オーストラリア・中国・インド・南アフリカなど)における集光型太陽熱発電(CSP)市場について分析し、全体的な市場構造や、主な技術方式、各国の最新の産業動向と今後の市場の方向性、主要プロジェクトの概要、主な関連企業のプロファイルといった情報を盛り込んで、概略以下の構成でお届けします。

エグゼクティブ・サマリー

集光型太陽熱発電(CSP)の概要

  • 集光型太陽熱発電の歴史的展望
  • 集光型太陽熱発電の理論
  • 太陽熱の電力への転換
  • 集光型太陽熱発電の必要条件
    • 生態系の維持
    • 経済性の維持

集光型太陽熱発電技術の種類

  • 技術の概要
  • 中央受熱器/ソーラータワーの分析
  • パラボラトラフ(樋型)の分析
  • パラボラディッシュ(皿型)の分析
  • 線形フレネル型反射鏡の分析

世界の集光型太陽熱発電市場

  • 産業の概要
  • 産業規模
  • 集光型太陽熱発電の発電量

新興市場国の集光型太陽熱発電市場

  • 産業の概要
  • 他の国々での集光型太陽熱発電からの発電量

オーストラリアの集光型太陽熱発電(CSP)市場

  • 産業の概要
  • オーストラリアの集光型太陽熱発電からの発電量
  • 規制体制
  • オーストラリア国内の主な集光型太陽熱発電プロジェクト
    • Kogan Creek Solar Boost
    • Lake Cargelligo
    • Liddell Power Station

中国の集光型太陽熱発電市場

  • 産業の概要
  • 中国の集光型太陽熱発電からの発電量
  • 規制体制
  • 中国国内の主な集光型太陽熱発電プロジェクト
    • Beijing Badaling Solar Tower
    • Supcon Solar Project

インドの集光型太陽熱発電(CSP)市場

  • 産業の概要
  • インドの集光型太陽熱発電からの発電量
  • 規制体制
  • インド国内の主な集光型太陽熱発電プロジェクト
    • Abhijeet Solar Project
    • ACME Solar Tower
    • Dhursar
    • Diwakar
    • Godawari Solar Project
    • Gujarat Solar One
    • KVK Energy Solar Project
    • Megha Solar Plant

南アフリカの集光型太陽熱発電(CSP)市場

  • 産業の概要
  • 南アフリカの集光型太陽熱発電からの発電量
  • 規制体制
  • 南アフリカ国内の主な集光型太陽熱発電プロジェクト
    • Bokpoort
    • KaXu Solar One
    • Khi Solar One

産業の傾向と課題

  • 産業傾向の概要
  • 電力網との接続性に関する課題
  • 規制面での支援策と、再生可能エネルギー構成基準
  • 財政面での刺激策
  • プロジェクトの中止
  • 関連費用

産業内競争と主要企業(全25社)

  • 業界内部の競争
  • Abengoa Solar SA
  • Acciona Solar
  • Aleo Solar
  • Amonix
  • Acciona Energia
  • Ascent Solar Technologies
  • Abound Solar
  • BP Solar
  • BrightSource Industries
  • BSR Solar Technologies
  • China Sunergy
  • Coolearth Solar
  • eSolar, Inc.
  • Evergreen Solar
  • First Solar, Inc
  • HelioVolt
  • Florida Power & Light Company
  • Konarka Technologies
  • Kyocera Solar
  • Lanco Solar
  • Nanosolar
  • Solel Solar Systems
  • Suntech
  • Solar Millennium AG
  • Trina Solar Energy

付録

用語集

図表一覧

目次

Amidst a rapidly changing energy landscape, the concentrated solar power (CSP) sector is battling to secure a foothold as a competitive renewable technology. Confronted with sustained low natural gas prices, increased competition from other renewable technologies, and long development leads times, the pressure has increased significantly for the CSP industry lately. However, CSP maintains advantages that support recent high profile acquisitions by traditional power players and continued global development activity. More significantly, the range of technology choices and applications - electricity generation, integrated solar combined cycle, industrial steam, and enhanced oil recovery - underpin CSP's attractiveness. CSP technology's demand for high solar resources and long development timeline is forcing developers to leave no stone unturned. Far from sustainable growth, CSP competition in emerging markets is largely fragmented and driven by disparate opportunities.

In the emerging markets, competition among parabolic trough system integrators to supply the requests for proposals (RFPs) by state-owned entities, such as Abu Dhabi Water & Electricity Authority and Morocco's Office National de l'Electricite (ONE), has become heated. Seeking every opportunity to install systems, parabolic trough system integrators are taking advantage of their proven status to win bids. At this early stage, the landscape has evolved into several key market categories: southern European countries (Italy, France, Greece, and Croatia) broadening their renewables footprints on the heels of Spain's rapid build-out; fossil-fuel-dependent countries (Middle East, South Africa, Australia) with high solar insulation looking to diversify their energy mixes; and high power demand countries (e.g., China and India) capable of following an industrial development strategy.

The future trends are increasingly pointing towards a much more internationalized industry with several projects under construction in other promising new markets. The table below details the extent of development of each geographical market including currently operational, in construction and proposed plants. The industry is starting to indigenize very heavily in countries such as India. As own local technologies are been researched and deployed, the industry in emerging markets will become increasingly open and the hold of a limited number of experienced companies and suppliers will loosen. As many as 8 tube receiver manufacturers are springing up in China for example, and Fresnel technologies are going big scale in India and Australia. The game is changing.

Emerging markets such as India, South Africa, Australia and Saudi Arabia will therefore play a vital role in the growth and sustenance of the CSP industry. Others countries have also shown interest towards CSP and may contribute to its market expansion.

Aruvian Research analyzes the Market for Concentrated Solar Power in the Emerging Markets of Australia, China, India and South Africa. This research report is a comprehensive analytical compilation which analyzes the global emerging markets for CSP.

The report begins with an analysis of what is concentrated solar power (CSP) and the requirement for CSP in today's world. We look at the types of CSP technologies that are available today such as central receiver/solar tower, parabolic troughs, parabolic dish, Linear Fresnel reflectors, etc.

Moving on, we analyze the global market for concentrated solar power briefly. We look at industry statistics, industry size and power generation from CSP worldwide.

Concentrated solar power in the Emerging Markets of Australia, China, India and South Africa is analyzed through an industry overview, power generated from CSP in these markets and the major CSP projects in these countries. Regulatory framework governing CSP is analyzed for all the markets as well. We also analyze the major industry trends and challenges facing the development of CSP in these emerging markets.

Competition in the industry and an analysis of the major players wraps up this analytical offering on the concentrated solar power industry in emerging markets.

Table of Contents

A. Executive Summary

B. Introduction to Concentrated Solar Power (CSP)

  • B.1. Historical Perspective of Concentrating Solar Power
  • B.2. Theories Behind Solar Thermal Power Conversion
  • B.3. Conversion of Solar Heat into Electricity
  • B.4. Requirement for Concentrating Solar Power
    • B.4.1. Sustaining the Ecosystem
    • B.4.2. Sustaining the Economics

C. Types of CSP Technologies

  • C.1. Technological Overview
  • C.2. Analysis of Central Receiver or Solar Tower
  • C.3. Analysis of Parabolic Troughs
  • C.4. Analysis of Parabolic Dish
  • C.5. Linear Fresnel Reflectors

D. Global Market for Concentrated Solar Power

  • D.1. Industry Overview
  • D.2. Industry Size
  • D.3. Power Generation from Concentrated Solar Power

E. Concentrated Solar Power in Emerging Markets

  • E.1. Industry Overview
  • E.2. Power Generation from CSP in Other Markets

F. Concentrated Solar Power in Australia

  • F.1. Industry Overview
  • F.2. Power Generation from CSP in Australia
  • F.3. Regulatory Framework
  • F.4. Major CSP Projects in Australia
    • F.4.1. Kogan Creek Solar Boost
    • F.4.2. Lake Cargelligo
    • F.4.3. Liddell Power Station

G. Concentrated Solar Power in China

  • G.1. Industry Overview
  • G.2. Power Generation from CSP in China
  • G.3. Regulatory Framework
  • G.4. Major CSP Projects in China
    • G.4.1. Beijing Badaling Solar Tower
    • G.4.2. Supcon Solar Project

H. Concentrated Solar Power in India

  • H.1. Industry Overview
  • H.2. Power Generation from CSP in India
  • H.3. Regulatory Framework
  • H.4. Major CSP Projects in India
    • H.4.1. Abhijeet Solar Project
    • H.4.2. ACME Solar Tower
    • H.4.3. Dhursar
    • H.4.4. Diwakar
    • H.4.5. Godawari Solar Project
    • H.4.6. Gujarat Solar One
    • H.4.7. KVK Energy Solar Project
    • H.4.8. Megha Solar Plant

I. Concentrated Solar Power in South Africa

  • I.1. Industry Overview
  • I.2. Power Generation from CSP in South Africa
  • I.3. Regulatory Framework
  • I.4. Major CSP Projects in South Africa
    • I.4.1. Bokpoort
    • I.4.2. KaXu Solar One
    • I.4.3. Khi Solar One

J. Industry Trends & Challenges

  • J.1. Overview of Trends
  • J.2. Challenge of Grid Connectivity
  • J.3. Regulatory Support & Renewable Portfolio Standards
  • J.4. Financial Incentives
  • J.5. Project Cancellations
  • J.6. Associated Costs

K. Competition in the Industry & Major Players

  • K.1. Competition in the Industry
  • K.2. Abengoa Solar SA
  • K.3. Acciona Solar
  • K.4. Aleo Solar
  • K.5. Amonix
  • K.6. Acciona Energia
  • K.7. Ascent Solar Technologies
  • K.8. Abound Solar
  • K.9. BP Solar
  • K.10. BrightSource Industries
  • K.11. BSR Solar Technologies
  • K.12. China Sunergy
  • K.13. Coolearth Solar
  • K.14. eSolar, Inc.
  • K.15. Evergreen Solar
  • K.16. First Solar, Inc
  • K.17. HelioVolt
  • K.18. Florida Power & Light Company
  • K.19. Konarka Technologies
  • K.20. Kyocera Solar
  • K.21. Lanco Solar
  • K.22. Nanosolar
  • K.23. Solel Solar Systems
  • K.24. Suntech
  • K.25. Solar Millennium AG
  • K.26. Trina Solar Energy

L. Appendix

M. Glossary of Terms

List of Figures

  • Figure 1: Central Receiver or Solar Tower
  • Figure 2: Capital Cost Estimate of Solar Tower Systems (%), 2012
  • Figure 3: Parabolic Trough
  • Figure 4: Capital Cost Estimate of Parabolic Trough Systems (%), 2012
  • Figure 5: Parabolic Dish
  • Figure 6: Global Market for CSP (DNI) (kWh/m2 Per Day), 2012
  • Figure 7: Global CSP Market in Terms of Installed Capacity (in MW), 2012-2020
  • Figure 8: Global Market for CSP Industry Size (in USD Billion), 2012-2020
  • Figure 9: Global Power Generation from CSP (in GWh), 2012-2020
  • Figure 10: Installed Capacity of CSP in Other Markets (in MW), 2012-2020
  • Figure 11: Power Generated from CSP in Other Markets (in GWh), 2012-2020
  • Figure 12: Market for CSP in Australia (DNI) (kWh/m2) Per Day
  • Figure 13: Installed Capacity of CSP in Australia (in MW), 2012-2020
  • Figure 14: Power Generated from CSP in Australia (in GWh), 2012-2020
  • Figure 15: DNI Range in China (in kWh/m2 Per Day)
  • Figure 16: Installed Capacity of CSP in China (in MW), 2012-2020
  • Figure 17: Power Generated from CSP in China (in GWh), 2012-2020
  • Figure 18: DNI Range in India (kWh/m2 Per Day)
  • Figure 19: Installed Capacity of CSP in India (in MW), 2012-2020
  • Figure 20: Power Generated from CSP in India (in GWh), 2012-2020
  • Figure 21: DNI Range in South Africa (kWh/m2 Per Day)
  • Figure 22: Installed Capacity of CSP in South Africa (in MW), 2012-2020
  • Figure 23: Power Generated from CSP in South Africa (in GWh), 2012-2020
  • Figure 24: Market Share of Major Players in the Global CSP Market (%), 2012
  • Figure 25: Parabolic Trough Power Plant with Hot & Cold Tank Thermal Storage System & Oil Steam Generator
  • Figure 26: Schematic Arrangement of a PV Cell
  • Figure 27: Solar Parabolic Trough System Combined with Fossil Fuel Firing to Generate Electrical Power
  • Figure 28: A Central Receiver Solar Thermal System
  • Figure 29: Solar Pond
  • Figure 30: Integrated Solar/Combined Cycle System (ISCC)
  • Figure 31: Flow Diagram of Solar Field, Storage System & Steam Cycle at the AndaSol-1 Project, Southern Spain
  • Figure 32: Manufacturing Share of PV by Country in 2012
  • Figure 33: Solar RFC Power System
  • Figure 34: Space Application of RFC Power System

List of Tables

  • Table 1: Early Solar Thermal Power Plants
  • Table 2: Cost Reductions in Parabolic Trough Solar Thermal Power Plants
  • Table 3: Pros & Cons of Each Technology
  • Table 4: Global CSP Market in Terms of Installed Capacity (in MW), 2012-2020
  • Table 5: Global Market for CSP Industry Size (in USD Billion), 2012-2020
  • Table 6: Global Power Generation from CSP (in GWh), 2012-2020
  • Table 7: Installed Capacity of CSP in Other Markets (in MW), 2012-2020
  • Table 8: Power Generated from CSP in Other Markets (in GWh), 2012-2020
  • Table 9: Installed Capacity of CSP in Australia (in MW), 2012-2020
  • Table 10: Power Generated from CSP in Australia (in GWh), 2012-2020
  • Table 11: Solar Homes and Communities Plan in Australia
  • Table 12: Solar Feed-in Programs by States in Australia
  • Table 13: Installed Capacity of CSP in China (in MW), 2012-2020
  • Table 14: Power Generated from CSP in China (in GWh), 2012-2020
  • Table 15: Installed Capacity of CSP in India (in MW), 2012-2020
  • Table 16: Power Generated from CSP in India (in GWh), 2012-2020
  • Table 17: Off Grid Renewable Energy Programs in India
  • Table 18: Grid Interactive Renewable Energy Programs in India
  • Table 19: Interest Rates for Soft Loans on Solar Water Heating Systems
  • Table 20: Installed Capacity of CSP in South Africa (in MW), 2012-2020
  • Table 21: Power Generated from CSP in South Africa (in GWh), 2012-2020
  • Table 22: Tariffs in Renewable Energy Industry in South Africa
  • Table 23: Key Characteristics of Major Players, 2012
  • Table 24: Early Solar Thermal Power Plants
  • Table 25: Cost Reductions in Parabolic Trough Solar Thermal Power Plants
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