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火力発電所向け水資源供給:米国における環境変化と市場動向・機会 (2015〜2025年)

WATER FOR POWER: MARKET TRENDS & OPPORTUNITIES IN A TRANSITIONING U.S. LANDSCAPE, 2015-2025

発行 Bluefield Research 商品コード 330716
出版日 ページ情報 英文
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火力発電所向け水資源供給:米国における環境変化と市場動向・機会 (2015〜2025年) WATER FOR POWER: MARKET TRENDS & OPPORTUNITIES IN A TRANSITIONING U.S. LANDSCAPE, 2015-2025
出版日: 2015年12月01日 ページ情報: 英文
担当者のコメント
米国における火力発電における水処理の需要、参入企業情報や排水規制、州別の電力産業向け水処理のCAPEXなどのデータを網羅した調査レポートです。
概要

シェールガス開発や天然ガス価格の大幅低下などに伴い、米国ではガス火力発電所の新設・改修 (石炭火力発電所からの転換を含む) が進み、それに伴って発電所向けの水資源需要も拡大しています。さらに、環境保護庁 (EPA) が廃水規制ガイドラインを制定したことから、25億ドル以上の資金が対応策に投じられる、と見られています。干ばつのリスクのある西部 (テキサス・カリフォルニアなど) だけでなく、水資源の豊富な北東部 (ペンシルバニア・メリーランドなど) でも、廃水再利用などの水資源対策が進められています。また、既存発電所の水道設備の改修にも、今後10年間で合計31億米ドルが投じられる見通しです。

当レポートでは、米国における火力発電所向け水利用・管理の関連市場について分析し、市場の基本的構造や現在の利用状況、主な促進・抑制要因、発電所新設・改修計画が水市場にもたらす影響 (州レベルの分析)、水道関連の資本支出額 (CAPEX) の動向見通し (今後11年間分)、などを調査・考察しております。

目次

  • 米国の電力産業の促進要因・動向:概要
  • サマリー
  • 電力産業:米国の水資源需要を左右する存在
  • 化石燃料火力発電所における水バランス
  • 電力産業での水利用の促進要因
  • 発電所の容量拡張と取水設備
  • 発電所向け水利用を左右する政策・規制
  • 新規規制に伴う、主要発電所での水処理設備の更新義務
  • 環境保護庁 (EPA) の「蒸気発電排出物ガイドライン」:最も適用しやすい技術
  • 発電容量の変更計画:水使用量の低下の兆し
  • 火力発電所の新設状況:州別
  • 規制改正・水不足に伴う、発電所での水利用改善の促進
  • 電力企業による火力発電能力の拡張計画
  • 代替的な水源から電力産業への水供給
  • 米国の発電所市場におけるZLD Systems
  • 米国の電力産業における水資源向け資本支出額 (CAPEX)
  • 米国の電力産業における水資源向け資本支出額 (CAPEX):州別

図表一覧

目次

The upcoming Market Insight analyzes policy drivers and market fundamentals influencing water management in the U.S. power sector. The report includes state-by-state analysis of new thermal power plant capacity additions that are driving investments in water treatment plants, along with forecasts of water-related CAPEX in the U.S. power sector from 2015-2025.

The report breaks down the power sector's water use by fuel mix and details leading power production companies and markets with planned capacity additions.

Key report takeaways include:

Shale gale underpins fuel switching and greenfield opportunity for water players. The 79% declines in natural gas spot prices since 2008 have emboldened U.S. independent power producers and utilities to expedite retirement of as much as 20.4 GW of coal-fired power plants to rely more heavily on natural gas. This transition is driving deployment of more water efficient natural gas replacement and greenfield plants across as many as 32 states.

EPA Effluent Guidelines to drive more than US$2.5 billion water related spend. A September 2015 ruling by EPA to rein in key pollutants from power systems has laid the groundwork for water system upgrades to more than 12% of U.S. power fleet over 50 MW. The lion's share of this investment, to occur between 2019 and 2023 during NPDES permit renewals, will take place in coal-rich Mid-Atlantic and Midwestern states, where Bluefield has identified 204 facilities and plant owners.

Drought, local conditions advancing alternative water solutions in power. Between California and Texas, which represent almost 20% of the announced power pipeline, risks to water supplies are forcing project developers to evaluate wastewater reuse as an alternative source. The opportunity for water suppliers is not limited to the drought-stricken western states. More recently power plants in Pennsylvania and Maryland moved forward with wastewater reuse and zero liquid discharge solutions to meet localized and plant requirements.

Mature power sector to lean on established water firms. Bluefield's ten-year capital expenditure forecast, totaling US$3.1 billion, demonstrates significant upside for water treatment in the U.S., of which the majority will be captured by established players like water players GE, Veolia, and Aquatech. New market entrants will be forced to break through by way of entrenched EPC firms already active in the U.S. (e.g. Bechtel, Fluor, Kiewit).

Table of Contents

  • U.S. Power Sector Drivers & Trends Overview
  • Summary
  • Power Sector Leads Total U.S. Water Demand
  • Power Plant Water Balance at Fossil Fuel Fired Plants
  • U.S. Power Sector Water Usage Drivers
  • U.S. Power Plant Capacity Additions & Water Withdrawals
  • Policy and Regulations Shaping Water for Power
  • New Regulations Force Water Treatment Upgrades sat Select Plants
  • EPA Steam-Electric Effluent Guidelines - Best Available Technology
  • Planned Capacity Changes Signal Overall Decline in Water Use
  • Greenfield Thermal Power Additions by State
  • Regulation and Water Scarcity Drive Change in Water Use for Power
  • Planned Thermal Capacity Additions by Power Company
  • Alternative Water Sources Can Supply the US Power Sector
  • ZLD Systems at U.S. Power Plants
  • U.S. Power Sector Water CAPEX Forecast
  • U.S. Power Sector Water CAPEX Forecast by State

Exhibits

  • Henry Hub Natural Gas Spot Price
  • Announced Capacity Additions & Retirements
  • Water Sector CAPEX
  • U.S. Water Withdrawals by Category, Millions of Gallons per Day
  • US Power Generation by Fuel Type
  • Power Sector Water Withdrawals by State
  • Thermoelectric Water-Withdrawal and Consumption Intensity
  • Cooling System Used at U.S. Power Plants
  • Power Plant Capacity Additions by Year
  • Thermoelectric Power Water Withdrawals
  • Mid-Atlantic Coal-Fired Power Plants
  • Top 20 Power Producers Affected by New Regulation
  • Planned Power Plant Capacity Additions by Year
  • Planned U.S. Electric Generating Unit Retirements
  • Planned Thermal Power Additions by State
  • Power Plant Water Balance at Fossil Fuel Fired Plants
  • Forecasted Power Sector Withdrawals and Consumption
  • Top 20 Power Players by Planned Thermal Capacity
  • Number of Plants Utilizing Wastewater Reuse
  • Installed ZLD Capacity at US Power Plants
  • U.S. Power Sector Water CAPEX Forecast
  • U.S. Power Sector Water CAPEX Forecast by State
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