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市場調査レポート

世界の海水淡水化(脱塩)市場動向&所有戦略

Global Desalination Market Trends & Ownership Strategies, 2014-2018

発行 Bluefield Research 商品コード 293835
出版日 ページ情報 英文 168 Pages
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世界の海水淡水化(脱塩)市場動向&所有戦略 Global Desalination Market Trends & Ownership Strategies, 2014-2018
出版日: 2013年12月17日 ページ情報: 英文 168 Pages
概要

世界の海水淡水化市場では、2000年以降、民営化の傾向が強まっています。この5年間で民間所有は35%程度となり、今後この割合は増加が見込まれ、民間所有による開発で予定されている発表済み・計画中・建設州のプロジェクトを含めると51%になると推計されています。また、Hyflux、IDE Technologies、Mekorot、Aqualyng、Seven Seas Water、Consolidated WaterおよびPoseidon Resourceといった水道専門企業がオーナーシップのポジションを開拓しています。これらの企業はより競合的な産業で舵を取り、既存のインフラ企業やEPC企業と直接競争する場に身を置いています。

当レポートでは、世界の海水淡水化市場について調査し、主な政策促進因子、水の需給動向、技術変化およびプロジェクトオーナーシップにおける発展動向を含め、急速に変化する淡水化情勢の分析を提供しており、世界市場の5カ年予測、オーナーシップランキングのトップ25、オーナーシップの詳細なプロファイル、および50カ国市場の分析などをまとめ、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

第1章 淡水化成長の全体的な促進因子

  • 水ストレスを受ける諸国のスケーリング
  • 人口動向:水ストレスを受ける市場が増加
  • 都市化および新興市場における増加
  • 水の可用性および経済展望の予測

第2章 世界の淡水化情勢

  • 導入は緩やかに新市場へと移行
  • 技術別の設置
  • 水のオフテイカー(バイヤー)のセグメント
  • ビジネスモデルの変化は民間部門の機会を増やす

第3章 市場の促進因子&機会

  • 市況はコストに影響する
  • 淡水化コストの安定
  • 電力価格の業界コスト
  • エネルギー、コスト改善の重要な要素
  • 初期段階にある再生可能エネルギー+淡水化
  • 規制環境&政策促進因子
  • 淡水化にとっての産業シグナルの強化
  • サプライヤーの競争が激化

第4章 バリューチェーン全体の競合

  • 市場情勢を形成する独立企業のスケーリング
  • 増加する業界の需要が長期的なリーダーボード(順位表)に影響
  • 証明された技術が新しい競争、提携を促進
  • 世界の淡水化バリューチェーンの定義
  • 世界のオーナーシップランキング
  • 過渡期にある淡水化オーナーシップのリーダーボード
  • バリューチェーン間の競合
  • 淡水化・電力の合流
  • 独立型IWPプロジェクトをターゲットにする電力企業
  • 戦略的投資家の増加

第5章 世界の淡水化状況予測

  • 現在の展望:不安定な市場
  • 主要オーナーの市場成長を解除する鍵
  • 世界の淡水化シナリオ
  • 参考事例のシナリオ:市場多様化の増加
  • 水セキュリティのシナリオ:世界市場拡大の触媒
  • 政治的&経済的な不安定のシナリオ:ストレスを受ける市場

図表リスト

目次

This Focus Report is an in-depth analysis of the rapidly changing desalination andscape, including key policy drivers, water supply and demand trends, technology shifts, and developing trends in project ownership.

BLUEFIELD TAKEAWAYS

  • Three scenarios define 5-year market Forecast. The report presents three scenarios for the desalination market to 2018; Reference Case, Water Security, and Global Instability. The forecast methodology is based on key environmental, political and economic sensitivities that will impact desalination buildout over the forecast period and beyond.
  • Independent water providers reshape landscape. The trend towards privatization has steadily increased since 2000. Over the last five years, private ownership has accounted for as much as 35% and this percentage is projected to increase, with an estimated 51% of projects announced, planned and under construction slated for private ownership development.
  • Pure-plays move along the value chain. At the forefront of the industry change is a group of pure play water companies -- such as Hyflux, IDE Technologies, Mekorot, Aqualyng, Seven Seas Water, Consolidated Water, and Poseidon Resources -- that are carving out ownership positions. They are navigating a more competitive industry, placing them in direct competition with established infrastructure and EPC players.
  • Unlocking the greenfield opportunities. From suppliers-to-offtakers, companies are addressing water risks with innovative technology and business strategies in industrial, regional, and niche markets. These greenfield opportunities are proliferating this next phase of desalination growth.

FOCUS REPORT VITALS

  • 168-page PDF Report
  • Exhibit Data Provided in MS Excel
  • Global Market Forecast to 2018
  • Top 25 Ownership Rankings
  • 66 In-depth Ownership Profiles
  • 50 Country Markets Analyzed
  • > 60M m3/day Capacity Analyzed

Top 25 Owners: Net Installed Capacity by Contract Type, 2009-2013

KEY QUESTIONS THROUGHOUT THE REPORT

  • Where do greenfield opportunities exist for desalination project owners?
  • What business models are project owners adopting to compete?
  • How are owners positioning themselves geographically and technologically with changes in demand drivers?
  • Which owners are developing profitable vendor, investor, and utility relationships?
  • What are the trends driving acquisitions and new investment?
  • How are national policies shifting the ownership landscape?
  • What tools do owners have at their disposal to reduce CAPEX and OPEX costs?
  • Will power, private industry, and mining re-shape the ownership landscape?

Global Desalination Competitive Landscape

COMPANY OWNERSHIP PROFILES

The report profiles more than 65 global desalination project owners. Each profile provides competitive analysis of each company's ownership activities, including value chain positioning and developments, actual and planned ownership by country market, and a table of strategic supply, financing, and off-taker relationships.

  • Abengoa (Spain)
  • Acciona Agua (Spain)
  • Acuamed (Spain)
  • ACWA Power (Saudi Arabia)
  • AEC (Algeria)
  • Agbar (Spain)
  • Aqualia (Spain)
  • Aqualyng (China)
  • ATLL Concessionària de la Generalitat de Catalunya, SA (Spain)
  • Bahrain Electricity and Water Authority
  • Caramondani Desalination Plants Ltd. (Cyprus)
  • Chennai Metrowater (India)
  • Chennai Petroleum Corporation Ltd (India)
  • Consolidated Water Co. Ltd. (Grand Cayman)
  • Dubai Electricity & Water Authority (United Arab Emirates)
  • Federal Electricity and Water Authority (United Arab Emirates)
  • GDF Suez (France)
  • General Desalination Company of Libya
  • GES Ltd. (Israel)
  • GS Inima Environment, S.A. (Spain)
  • Gulf Investment Corp. (Kuwait)
  • Hastings Funds Management Ltd. (Australia)
  • Hutchison Water (Hong Kong)
  • Hyflux Ltd. (Singapore)
  • IDE Technologies Ltd. (Israel)
  • Instrata Capital (Bahrain)
  • Itochu Corp. (Japan)
  • IVRCL Ltd. (India)
  • JGC Corporation Malakoff Corporation Berhad (Malaysia)
  • Marafiq (Saudi Arabia)
  • Marubeni Corp. (Japan)
  • Mekorot Development & Enterprise (Israel)
  • Metito Utilities International (United Arab Emirates)
  • Ministry of Electricity and Water (Kuwait)
  • Mitsui & Co. Ltd. (Japan)
  • Mitsuibishi Corp. (Japan)
  • Moya Bushnak (Saudi Arabia)
  • Nirosoft - RWL Group (Israel)
  • Ontario Teachers Pension (Canada)
  • Poseidon Resources (United States)
  • Qatar Electricity & Water Company
  • Reliance Industries (India)
  • SA Water (South Africa)
  • Sembcorp Industries Ltd. (Singapore)
  • Seven Seas Water Corp. (United States)
  • Sharjah Electricity and Water Authority (United Arab Emirates)
  • Shikun & Binui (Israel)
  • SNC-Lavalin (Canada)
  • State Development and Investment Corporation (SDIC) (China)
  • Sumitomo Corp. (Japan)
  • Saline Water Conversion Corp. (Saudi Arabia)
  • Saur (France)
  • TAQA (United Arab Emirates)
  • Tedagua (Spain)
  • Thames Water Utilities Ltd. (United Kingdom)
  • Valoriza Agua (Spain)
  • Veolia Water (France)
  • Water Corporation (Australia)

Table of Contents

EXECUTIVE SUMMARY

SECTION 1 - The Overarching Drivers for Desalination Growth

  • A Scaling Roster of Water-Stressed Countries
  • Population Trends: Stressed Markets on the Rise
  • Urbanization and the Rise in Emerging Markets
  • Water Availability and Projected Economic Outlook

SECTION 2 - The Global Desalination Landscape

  • Deployment Slowly Shifts to New Markets
  • Installations by Technology
  • Water Off-taker Segmentation
  • Business Model Shifts Increase Private Sector Opportunities
    • Private Ownership on The Rise
    • Geography So Far Defines Deployment

SECTION 3 - Market Drivers & Opportunities

  • Market Conditions Dictating Costs
  • Desalination Costs Leveling-out
  • Industrial Cost of Power Prices
  • Energy, a Critical Piece to Cost Improvements
  • Renewables + Desalination in its Early Stages
  • Regulatory Environment & Policy Drivers
  • Strengthening Industry Signals for Desalination
    • The Energy Landscape and Impact on Desalination
    • Unconventional Gas and Implications for Desalination
    • Energy-focused Desalination Grows Down Under
    • Mining Sector Necessitates Desalination
  • Supplier Competition Heats Up
    • Global EPCs Target Growing Mining Demand
    • State-owned Supply Reference Lists Enable Global Expansion

SECTION 4 - Competition Across the Value Chain

  • Scaling Independents Shaping the Market Topography
  • Increasing Industrial Demand Impacts Long-Term Leaderboard
  • Demonstrated Technology Drives New Competition, Partnerships
  • Defining the Global Desalination Value Chain
  • Global Ownership Rankings. 1980-2012
    • Global Ownership Rankings by Geography
    • Installed Ownership Capacity by System Type
    • Desalination Ownership by System Size
    • Global Independents Leaderboard: IWP & IWPP Rankings
  • Desalination Ownership Leaderboard in Transition, 2009-2018
    • Highlighting Ownership Changes 2009-2013
    • Measuring the Desalination Movers, YE2008 vs. 2009-2013
    • Global Rankings Outlook, 2014-2018
  • Competition Along the Value Chain
    • Technology Promoters Strengthen Global Presence
    • Spanish EPCs Navigating Change
    • Regional Specialists Broadening Geographic Footprint
  • The Confluence of Desalination and Power
    • Power Experience Key Driver to IWPP Ownership
  • Power Players Target Stand-Alone IWP Projects
  • The Rise of Strategic Investors
    • Middle East and Australia Projects Attract Global Funds
    • Japanese Investors Pick-off Global Opportunities, Expand Water Positions with Desalination

SECTION 5 - Global Desalination Scenario Forecasts

  • The Current Perspective: An Unsettled Market
  • Keys to Unlocking Market Growth for Leading Owners
  • Global Desalination Scenarios
  • Reference Case Scenario: Ramp-up to Market Diversification
  • Water Security Scenario: A Catalyst to Global Market Expansion
  • Political & Economic Instability Scenario: A Stressed Market

LIST OF FIGURES

  • Exhibit 1: Historical Desalination Build-out
  • Exhibit 2: Water Stress & Scarcity by Country
  • Exhibit 3: Population Trends by Region
  • Exhibit 4: Global Urbanization & Mega-cities: Number of Cities >750,000 and Location
  • Exhibit 5: GDP Forecasts vs. Countries with <2,500 m3/person/year
  • Exhibit 6: Added Desalination Capacity by Phase of Growth
  • Exhibit 7: Global Desalination Deployment by Region/Country, 1980-2012
  • Exhibit 8: Desalination Technology Deployment by Year, 1980-2012
  • Exhibit 9: Desalination Deployment by Year
  • Exhibit 11: Installed Capacity by Contract Type and Region, 2000-2012
  • Exhibit 10: The Emergence of Independent Water Providers
  • Exhibit 12: Seawater Reverse Osmosis Production Costs (US$/m3)
  • Exhibit 13: Cost of Desalination Trend
  • Exhibit 14: Cost of Desalination Trend, Capex, and Opex Cost
  • Exhibit 15: Reverse Osmosis Cost Trends and New Technology Solutions
  • Exhibit 16: Industrial Power Price Comparison
  • Exhibit 17: Isobaric Energy Recovery Device Deployment
  • Exhibit 18: Policies Supporting Renewables & Desalination
  • Exhibit 19: Desalination Policy Map
  • Exhibit 20: Desalination Policies: Algeria, Israel, Singapore, Spain
  • Exhibit 21: Desalination Policies: South Africa, China, India, Australia
  • Exhibit 22: Projected Water Demand by Sector, Region
  • Exhibit 23: Global Energy Projections and Water Consumption
  • Exhibit 24: Potential Unconventional Shale Gas Markets
  • Exhibit 25: Coal Seam Gas Owners Desalination Capacity
  • Exhibit 26: Global Resource Map and Economic Impact
  • Exhibit 27: Uranium and Coal Mining Water Use
  • Exhibit 28: EPC Capacity by Region & Average Project Size, 1980-2013
  • Exhibit 29: Desalination for Mining, Value Chain Perspective
  • Exhibit 30: Government & State-Owned Desalination & Suppliers
  • Exhibit 31: The Global Desalination Landscape
  • Exhibit 32: Global Desalination Ownership Value Chain
  • Exhibit 33: Top 25 Global Rankings by Geography, 1980-2013
  • Exhibit 34: Top 25 Global Rankings by System Type, 1980-2013
  • Exhibit 35: Top 25 Global Rankings by System Size, 1980-2013
  • Exhibit 36: Top 25 Global Independent Rankings by Contract, 1980-2013
  • Exhibit 37: Top 25 Global Rankings by Geography, 2009-2013
  • Exhibit 38: Top 25 Global Rankings by Change, YE2008 vs. 2009-2013
  • Exhibit 39: Top 25 Global Rankings: Installed + Under Construction + Planned, 2009-2018
  • Exhibit 40: Contrasting Al Mirfa and Mile 6 Bid List
  • Exhibit 41: Hyflux and IDE Ownership Positions
  • Exhibit 42: Spanish Company Global Water Ownership, Net Capacity
  • Exhibit 43: Pure Play Water Players, Operating and Planned Net Capacity
  • Exhibit 44: Global IWPP Owners by Installed Capacity
  • Exhibit 45: IWPP Players Adding IWP Assets
  • Exhibit 46: Key Strategic Investors by Geography
  • Exhibit 47: Japanese Water Investment Profiles
  • Exhibit 48: Japanese Desalination Profiles by Installed Capacity
  • Exhibit 49: Large Scale Desalination Potential for Growth, 2014-2018
  • Exhibit 50: Sensitivity Levers to Unlock New Capacity Additions
  • Exhibit 51: Global Desalination Scenarios Drivers & Impacts
  • Exhibit 52: Desalination Scenario Outcomes (>10,000 m3/d), 2014-2018
  • Exhibit 53: Reference Case Scenario Outcome
  • Exhibit 54: Water Security Scenario Outcome
  • Exhibit 55: Political & Economic Instability Scenario Outcome
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