市場調査レポート

世界の集光型太陽熱発電(CSP)市場および戦略:2010年〜2025年

GLOBAL CONCENTRATED SOLAR POWER MARKETS AND STRATEGIES: 2010-2025

発行 IHS Emerging Energy Research 商品コード 118456
出版日 ページ情報 英文
納期: 即日から翌営業日
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世界の集光型太陽熱発電(CSP)市場および戦略:2010年〜2025年 GLOBAL CONCENTRATED SOLAR POWER MARKETS AND STRATEGIES: 2010-2025
出版日: 2010年04月30日 ページ情報: 英文

当商品の販売は、2016年07月01日を持ちまして終了しました。

概要

当レポートでは、集光型太陽熱発電(CSP)の世界市場における技術の比較や競合技術、CSPのコスト、市場シェア、競合などに関する分析を行っており、CSP分野に関連する主要企業のプロファイルとあわせて、概略下記の構成でお届けします。

第1章 エグゼクティブサマリー

第2章 世界のCSP技術とコスト動向

  • プラント技術と競争力
  • CSPの開発における課題
  • 再生可能エネルギーのコスト比較

第3章 世界のCSP市場と技術予測

  • 世界のCSP市場の予測:2010年〜2025年
  • 世界のCSP技術の予測:2010年〜2015年
  • 主要コンポーネントの予測:2010年〜2015年

第4章 スペインのCSP市場

  • 市場環境
  • 競合状況
  • 技術状況

第5章 米国のCSP市場

  • 市場環境
  • 競合状況
  • 技術状況

第6章 第2ティアCSP市場

  • 市場環境
  • 競合状況
  • 地域別の活動状況
    • 南欧
    • 中東・アフリカ
    • アジア太平洋地域
    • ラテンアメリカ
  • 技術状況

第7章 競合分析:CSP発電プラントの供給

  • CSP技術における競合状況
  • CSP技術戦略
  • CSPサプライチェーンにおける革新
  • EPCが不可欠な業界
  • 戦略プロファイル:マルチ技術企業
  • 戦略プロファイル:パラボラトラフシステム/コンポーネントメーカー
  • 戦略プロファイル:中央集光システム/コンポーネントサプライヤー
  • 戦略プロファイル:ディッシュエンジンコンポーネントサプライヤー
  • 戦略プロファイル:パワーブロックおよびBOPサプライヤー
  • EPCプロバイダーとコンサルタント企業

第8章 CSP企業のプロファイル

  • ユーティリティおよび大型IPPの戦略プロファイル
  • 技術プロモーターの戦略プロファイル
  • CSPデベロッパーの戦略プロファイル
目次

With 57 pre-registered CSP projects in Spain--slated for operation by 2013--Spanish participants have moved to the forefront of the concentrated solar power industry. By contrast, US and emerging global players must navigate complex permitting and financing obstacles in the face of shrinking power demand and lower energy prices. By the end of 2010, Spain will have eclipsed the US as the world' s leading CSP market, accounting for 59% (1,292 MW) of global installed capacity. While global CSP additions grew 50% in 2009, rising to 649 MW from 430 MW in 2008, the longterm outlook for CSP remains promising, with over 25 GW anticipated globally by 2025.

EER' s new study, Global Concentrated Solar Power Markets and Strategies: 2010 - 2025, provides actionable strategic market intelligence while offering a global perspective on long term trends across both established and emerging CSP markets. Following are just a few of the key trends addressed in EER' s newest landmark solar energy market study:

  • Surging development in Spain draws CSP focus. The Spanish CSP market has exceeded expectations and is on track to reach 2.3 GW through 2013. The regulatory environment has established near-term winners and losers in the Spanish market. Led by IPPs Acciona Energia, Abengoa Solar, NextEra Energy Resources, and ACS Cobra , a host of IPPs, utilities, developers, and EPC providers have fallen in line to seize on the opportunity.
  • Project developers slowly navigate permitting challenges in the US market. Long considered the holy grail for CSP, the US market -- with its 15 GW of announced pipeline - has been hamstrung by financing and environmental hurdles. US CSP developers have been forced to reshape their development strategies to mitigate environmental issues.
  • CSP development progresses in Asia Pacific. Led by more than 3 GW in India and China ( eSolar and Solare XXI), heated competition for the 500 MW of CSP slated in Australia, burgeoning CSP markets are attracting attention from global players. With regulatory policies still in early stages a growing list of developers are looking for opportunities beyond Spain and the US.
  • Industrial power players crank up consolidation. M&A activity across the CSP landscape has picked up in recent months. Siemens led the way with its US$418 million acquisition of parabolic trough technology promoter Solel, and was followed by French energy giant Areva, which swept up struggling linear Fresnel start-up Ausra. A group of large power players are expected to leverage their broader technology and financial positions to extend their traditional thermal applications in a carbon-constrained environment.

CSP STUDY HIGHLIGHTS

Global Coverage - CSP Environment Snapshots

  • Europe: Spain, Italy, Greece
  • North America: US
  • Asia Pacific: Australia, China, India
  • Middle East/Africa: Algeria, Egypt, Israel, Jordan, Libya, Morocco, South Africa
  • Latin America: Chile, Mexico

Global CSP Market Incentives and Challenges

  • CSP Competitiveness in Renewables Landscape
  • Supply Chain Constraints
  • Land and Environmental Constraints
  • Regulatory Environments
  • Cost and Operating Economics

Global CSP Power Forecasts and Pipeline Analysis Through 2025

  • Global CSP Forecasts
  • CSP Forecast by Region
  • CSP Forecast by Technology
  • CSP Component Forecasts
  • CSP Development Pipeline

Strategy Profiles of CSP Players

  • Independent Power Producers
  • Utilities
  • Developers
  • Technology Promoters
  • EPC Providers
  • Component Suppliers

Competitive Trends in CSP Technology Development

  • Value Chain Positioning
  • Supply Chain Analysis
  • Technology Strategies
  • Utility Pipeline Analysis
  • Developer Pipeline Analysis

Table of Contents

I. EXECUTIVE SUMMARY

II. GLOBAL SOLAR CSP TECHNOLOGY AND COST TRENDS

1. Plant Technology and Competitiveness

  • CSP Technology Opportunity
    • Storage to Central to Long Term Competitiveness
    • CSP Leverages Traditional Power Synergies
  • CSP Technology Evolution
    • Parabolic Trough System Integrators and Suppliers Seek Improvements
    • Central Receiver Systems Take on Different Shapes
    • Dish Engine Seeks High Efficiency and Modularity
    • Linear Fresnel Seeks to Leverage Simplicity
  • Supply Chain

2. CSP Development Challenges

  • Development Timeline Hobbles Industry
  • Land Availability Plays key Role
  • Water Usage Spikes Interest in Dry Cooling
  • Public Entity Financing Scales

3. Renewable Cost Comparison

  • Capital and Operating Economics
  • Spain Parabolic Trough System Breakdown
  • Emerging Technology Costs

III. GLOBAL CSP MARKET AND TECHNOLOGY FORECASTS

1. Global CSP Market Forecast: 2010 - 2025

  • Global CSP Forecast Methodology
  • CSP Market Forecast Scenarios
  • Regional CSP Market Forecast: 2010 - 2025
    • Spain Carries Industry to Next Level
    • US Market Represents Longer-Term Proposition
    • Beyond Spain, Europe Moves Slowly
    • Asia Pacific Activity on the Horizon
    • Middle East/Africa Region Heats Up

2. Global CSP Technology Forecast: 2010 - 2015

3. Primary Component Forecast: 2010 - 2015

IV. SPAIN CSP MARKET ANALYSIS

1. Market Environment

  • Regulatory Incentives
    • Spain FIT Set in Stone
    • Prescribed CSP Installations in Place
  • Renewable Energy Targets
  • Grid Connection and Permitting
  • Solar Resources
  • Regional Project Development Activity

2. CSP Competitive Landscape

  • Competition for Spanish CSP Leadership Solidifies
  • Regulatory Certainty Solidifies CSP Playing Field
  • Project Developer and Ownership Rankings
  • CSP Value Chain Positions
  • Spain Project Developer Strategies
    • Spain CSP Pivots on EPC Providers
    • Leading Renewable Utilities and IPPs Reposition
    • Smaller Developers Emerge with Potential Opportunity
    • European Investment Bank Adds Value to CSP

3. Spain CSP Technology Landscape

  • CSP Technology Trends
    • CSP Technology Slow to Evolve in Spain
    • Storage Experience Key to Long-Term
    • Competitive Positioning
  • Spain CSP Supply Chain
    • Spain, Europe Scale CSP Presence
    • Parabolic Trough Technology Suppliers
    • Dominate Spain

V. UNITED STATES CSP MARKET ANALYSIS

1. Market Environment

  • Regulatory Incentives
    • ITC Provides Long-Term Potential
    • Loan Guarantee Yet to Deliver at Scale
    • Stimulus Grants Are Out of Play for CSP
  • Renewable Energy Targets
    • RPS Remains Key to Solar CSP
    • Solar Carve-Outs Drive Activity
    • California RPS Target Drives Renewables, CSP
  • Grid Connection and Permitting
    • Fast-Tracked Projects Give Select
    • Developers a Head Start
    • Water Proves to Be High Barrier for CSP
    • Nevada Transmission Highlights Strategies for Export
  • Solar Resources
  • Regional Project Development Activity

2. US CSP Competitive Landscape

  • Project Developer and Ownership Rankings
  • Project Developers by Value Chain Position
  • US Project Developer Strategies
    • Large IPPs Push Forward with Develop and Own Strategies
    • Turnkey CSP Developers Emerging
    • NRG Brings Solar Technologies into the Mix
    • Chevron Dives into CSP, Bolsters Solar
    • Millennium and BrightSource
    • SES and Tessera Split Activities
    • Technology Promoters Line Up EPC Agreements
    • IPPs and Developers Await BLM Clarity

3. US CSP Technology Landscape

  • US Technology Trends
    • Emerging Technologies Dominate Pipeline
    • Integrated Solar Combined Cycle
    • Applications Scale
    • Storage Currently Limited in the US
  • US Supply Chain
    • CSP Increasingly Leans on Detroit, Automotive Sector
    • Manufacturing Tax Credit Stimulates Mirrors
    • US System Supplier Penetration in Its Infancy

4. US Utility Profiles

  • Arizona Public Service (APS)
  • CPS Energy
  • El Paso Electric (EPE)
  • Florida Power & Light (FP&L)
  • NV Energy
  • Pacific Gas & Electric (PG&E)
  • Salt River Project (SRP)
  • San Diego Gas & Electric (SDG&E)
  • Southern California Edison (SCE)
  • Tucson Electric Power (TEP)
  • Xcel Energy (Public Service Company of Colorado)

VI. SECOND-TIER CSP MARKET ANALYSIS

1. Second-Tier CSP Market Environments

  • Solar Resources
  • Regulatory Environments
  • Grid Connection and Permitting

2. Second-Tier CSP Market Competitive Landscape

  • CSP Development Rankings
  • Project Developers by Value Chain Positions

3. Second-Tier CSP Regional Activity

  • Southern Europe
    • Italy Market Yet to Deliver
    • Turkey' s Renewable Pledge Offers Hope to CSP
  • Middle East / /Africa
    • DESERTEC Remains Long on Promise
    • Morocco Heating UP
    • South Africa Attracts Private Investment for Renewables Growth
    • Israel, UAE RFPs Draw Attention
  • Asia Pacific
    • India CSP Development Picks up
    • eSolar Spotlights China CSP Interest
    • Australia CSP Development Slow to Progress
  • Latin America

4. Second-Tier CSP Market Technology Landscape

  • Technology Trends
  • ISCC Technology Trends

VII. COMPETITIVE ANALYSIS: CSP POWER PLANT SUPPLY

1. CSP Technology Competitive Landscape

  • Large Industrial Conglomerates Step onto CSP Pitch
  • Technology Promoters Demonstrate, Build Pipelines
  • Component and Technology Supplier Ownership in Transition
  • Emerging Technologies Proceed with Demonstrations

2. CSP Technology Strategies

  • Parabolic Trough Suppliers
    • Siemens Leapfrogs Technology Competition
    • Trough Suppliers Push Ahead
    • Italian Companies Flock Together
  • Emerging CSP Technologies Seek to Change Game
    • Licensing Strategy Gains Favor
    • Central Receiver Technology Providers
    • Take Alternate Technology Routes
    • Dish Engine Players Attempt to Scale with Manufacturing Strategy
  • Storage Technology Development
    • Storage Technology Finds Outlet in Parabolic Trough
    • Aerospace Players Prepare to Launch CSP

3. CSP Supply Chain Evolution

  • Supply Chain Scales
    • Emerging Component Suppliers Tested by eSolar
    • Babcock & Wilcox Re-diversifies with CSP
    • Receiver Tube Suppliers Reset Positions
    • Mirrors Suppliers Expand
  • Power Block and Balance of Plant
    • Steam Turbines Players Bridge Power Divide
    • HTF Suppliers Broaden Positions
    • Haifa, SQM Tap into CSP Storage Chemicals

4. EPC Critical to Industry

  • Spanish EPC Providers Positions Continue to Unfold
  • EPC Players Emerge in the US, Globally

5. Strategy Profiles: Multi-Technology Players

  • Abengoa Solar
  • Grupo Sener

6. Strategy Profiles: Parabolic Trough System and Component Manufacturers

  • ACCIONA Solar Power
  • Alcoa, Inc.
  • Archimede Solar Energy SpA
  • Enertol-Santana
  • FLABEG Holding GmbH & Co.
  • Flagsol GmbH (Solar Millennium AG)
  • Glaston Corporation (Kyro Oyj Abp.)
  • Gossamer Space Frames
  • Hydro Aluminum, Extrusion Americas (Norsk Hydro ASA)
  • Rioglass Solar
  • Ronda Reflex srl
  • Saint-Gobain
  • SCHOTT AG (SCHOTT Solar)
  • Solel Solar Systems Ltd.
  • Sopogy

7. Strategy Profiles: Central Receiver System and Component Suppliers

  • BrightSource Industries Israel (BrightSource Energy)
  • Lockheed Martin Corporation
  • Solar Reserve (United Technologies Corp.)

8. Strategy Profiles: Dish Engine Component Suppliers

  • Infinia Corporation
  • Stirling Energy Systems

9. Strategy Profiles: Power Block and BOP Suppliers

  • 3M
  • Aalborg Industries Group A/S
  • ABB Ltd.
  • Alfa Laval
  • Alstom SA
  • Bertrams Heatec AG
  • Dow Chemical Company
  • Emerson Electric Co. (Emerson Process Management)
  • Flowserve Corporation
  • Friatec, N.A.
  • General Electric Company (GE) Oil & Gas
  • GEA Group AG
  • Haifa Chemicals Ltd. (Ferquisa SA)
  • Holtec International
  • MAN Turbo AG
  • Ormat Technologies
  • Parker-Hannifin Corporation
  • Siemens Power Generation
  • SPX Cooling Technologies
  • Radco Industries
  • Solutia, Inc.

10. EPC Providers and Consultants

  • ACS Actividades de Construccion y Servicios SA (Grupo Cobra)
  • Bechtel Corporation
  • Fichtner AG
  • Fluor Corporation
  • Lauren Engineers & Constructors
  • Lahmeyer AG
  • Ferrostaal AG
  • Sacyr Vallehermoso SA
  • Techint Group
  • URS Corporation (United Research Services)
  • WorleyParsons Ltd.

VIII. GLOBAL CSP COMPANY PROFILES

1. CSP Developer Profiles

  • Global CSP New Ownership
  • Ownership by Geography
  • Global Pipeline Rankings
  • Technology Promoters and System
    • Integrators
      • Abengoa Solar
      • ACS Cobra
      • Aries Solar Termoelectrica
      • Areva (Ausra)
      • BrightSource Energy
      • eSolar
      • Grupo Sener
      • Lloyd Energy Storage Ltd.
      • NOVATEC Biosol
      • Siemens CSP Ltd. (formerly Solel Solar Systems)
      • SkyFuel
      • Solar Millennium
      • SolarReserve
      • Solare XXI
      • Stirling Energy Systems (SES)
      • Other System Integrators
  • Global Utilities/IPPs
    • Acciona Energia (Acciona Solar)
    • Cogentrix Energy
    • Iberdrola
    • NextEra Energy
    • NRG Energy
    • Other Utilities/IPPs
  • Global Project Developers
    • Albiasa Solar
    • Ibereolica
    • Grupo SAMCA
    • Other Developers and Investors

LIST OF EXHIBITS

I. EXECUTIVE SUMMARY

II. GLOBAL SOLAR CSP TECHNOLOGY AND COST ENVIRONMENT

  • 1. Technology Competitive Positioning
  • 2. California Utility Peak Hours
  • 3. Solar Collector Design
  • 4. Temperature and Efficiency Comparisons
  • 5. Scaling Supply Chain
  • 6. Development Timelines of Competing Power Generation Technologies
  • 7. Land Requirements by Technology
  • 8. Cooling Technology Estimates
  • 9. Solar CSP Announced Project Costs
  • 10. Electricity Generation Cost Comparison
  • 11. US Solar CSP Cost Breakdown
  • 12. Spain Parabolic Trough System Breakdown
  • 13. eSolar Solar Field Details and Costs, 5 MW Plant

III. GLOBAL CSP MARKET AND TECHNOLOGY FORECASTS

  • 1. Global CSP Project Pipeline by Country: 1985 - 2014
  • 2. Global CSP Forecast Methodology
  • 3. Global CSP Growth Scenario Comparison by Total Installations: 2008 - 2025
  • 4. Global CSP Scenario Comparison by Annual Additions: 2008 - 2025
  • 5. Total Installed CSP by Region: 2008 - 2025
  • 6. Spain CSP Additions: 2008 - 2025
  • 7. US CSP Additions: 2008 - 2025
  • 8. Europe CSP Additions: 2008 - 2025, Base- Case
  • 9. Asia Pacific CSP Additions: 2008 - 2025, Base-Case
  • 10. Middle East/Africa CSP Additions: 2008 - 2025, Base-Case
  • 11. Global CSP Additions by Technology: 2009 - 2015, Base-Case
  • 12. Global Parabolic Trough Component Additions: 2010 - 2015, Base-Case

IV. SPAIN CSP MARKET ANALYSIS

  • 1. Spain CSP Market Evolution by Cumulative Installed Capacity
  • 2. Spain CSP Program Summary Details: 2007 and 2009
  • 3. Spain CSP by Regimen Especial
  • 4. Spain and Europe Renewables Targets: 2010
  • 5. Spain Solar Resources Map
  • 6. Spanish Solar Project Activity by Region
  • 7. Spain CSP Winners and Losers by Royal Decree 6/2009
  • 8. Spain' s Current FIT Scenario
  • 9. Spain Cumulative CSP Development by Company and Year
  • 10. Spain Solar Power Value Chain Positions
  • 11. Spain Solar Power Market Strategic Positions
  • 12. Spain Solar Power Projects Owned by EPC Providers
  • 13. Spain Solar Power Development Slipstream
  • 14. EIB Loans to Spain CSP Developers
  • 15. Spain CSP Technology Applications: 2009 - 2013
  • 16. Spain Reference Projects Utilizing Storage Technology
  • 17. Europe CSP Key Suppliers by Geography
  • 18. Spain CSP Component Penetration

V. UNITED STATES CSP MARKET ANALYSIS

  • 1. US CSP Market Evolution
  • 2. Federal Investment Tax Credit Program Details
  • 3. US Departments of Energy and Treasury Stimulus Timelines
  • 4. Overview of Projects Funded by US Treasury Grants
  • 5. Overview of Select State RPSs
  • 6. Solar Focus Sharpened in RPS Legislation
  • 7. California RPS Targets
  • 8. BLM and CEC Permitting Process
  • 9. Fast-Tracked US Projects
  • 10. Water Usage for Select CSP Technologies
  • 11. Southern Nevada Transmission and BLM CSP Applications
  • 12. US Solar Resources
  • 13. US CSP Projects by Geography
  • 14. US CSP Operating and Pipeline Rankings by Developer: 2009
  • 15. US CSP Value Chain
  • 16. US CSP Pipelines by Vendor
  • 17. US CSP Positions By Vendor
  • 18. Recent EPC Agreements
  • 19. US BLM CSP Applications to Date by Developer and State
  • 20. US Utility PPAs Signed by Technology
  • 21. US Integrated Solar Combined Cycle Plants
  • 22. US CSP Plants Including Storage
  • 23. US Solar Power Supply Chain Geography
  • 24. US Manufacturing Tax Credit Awards
  • 25. US Solar Power Component Penetration by Pipeline

VI. SECOND-TIER CSP MARKET ANALYSIS

  • 1. Second-Tier CSP Market Landscape: 2008 - 2015
  • 2. Select Solar Resource and Country Incentives
  • 3. Global Solar Resources
  • 4. Select Second-Tier Market CSP Incentive Regimes
  • 5. Second-Tier CSP Development Rankings
  • 6. Second-Tier CSP Market Value Chain
  • 7. Southern Europe Announced CSP Activity
  • 8. Italy CSP Market Snapshot
  • 9. Turkey Renewable Energy Policies: 2008 and 2023
  • 10. North Africa CSP Market Snapshot
  • 11. DESERTEC Map
  • 12. South Africa CSP Market Snapshot
  • 13. India CSP Market Snapshot
  • 14. China CSP Market Snapshot
  • 15. Australia CSP Market Snapshot
  • 16. Second-Tier Market Technology Trends by Announced Projects
  • 17. Integrated Solar Combined Cycle Activity

VII. COMPETITIVE ANALYSIS: CSP POWER PLANT SUPPLY

  • 1. Global CSP Upstream Landscape
  • 2. Top 30 Technology Pipeline Developers
  • 3. Global CSP Technology M&A Activity Timeline
  • 4. Siemens CSP Value Chain Positioning
  • 5. Parabolic Trough Technology Providers by Tier
  • 6. Italy Domestic CSP Supply Chain
  • 7. Technology Promoter Strategic Positioning
  • 8. eSolar Footprint
  • 9. Technical and Project Pipeline Comparison by Central Receiver Technology Provider
  • 10. Reference Capital Costs and Capacity Factors of Global CSP Plants with Storage
  • 11. eSolar Solar Field Details and Costs for 5 MW Plants
  • 12. Global CSP Receiver Tube Positioning
  • 13. Global CSP Specialized Component Capacity Upgrades
  • 14. Global CSP Announced Turbine Agreements
  • 15. Global CSP Announced Heat Transfer Fluid Supply Agreements
  • 16. Major EPC Relationships Along the Spanish CSP Value Chain
  • 17. Global CSP Molten Salt Deployment
  • 18. Abengoa Solar Profile
  • 19. Grupo Sener Profile
  • 20. Acciona Solar Power Profile
  • 21. Alcoa Profile
  • 22. Archimede Solar SpA Energy Profile
  • 23. Enertol-Santana Profile
  • 24. FLABEG Profile
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