中東の電力・エネルギー市場：見通し（2023年）

ロシアのウクライナ戦争は、欧州がエネルギー供給をロシアから切り離す中、中東にかつてない成長機会をもたらしました。EUは、2027年までにロシア産エネルギーへの依存を解消することを約束し、再生可能エネルギーと水素に重点を置いているため、中東諸国はエネルギー投資のための強力なビジネスケースを提供します。また、気候変動問題への取り組みや、湾岸諸国（GCC）を工業化するための経済多様化の取り組みも、電力・エネルギー投資を促進するでしょう。

当レポートでは、中東の電力・エネルギー市場について調査し、市場の概要とともに、戦略的インペラティブ、成長の機会などを提供しています。

目次

調査範囲

分析のハイライト

戦略的インペラティブ

• 成長がますます困難になるのはなぜか
• 戦略的インペラティブ
• 中東の電力・エネルギー業界に対する上位3つの戦略的インペラティブの影響
• 成長の機会が成長パイプラインエンジンを加速させる

成長環境

中東の電力・エネルギー市場動向

収益の動向

• 年間の発電投資予測
• 設置発電量予測
• 年間の発電容量追加
• 国別の年間発電容量追加
• 国別の年間発電投資額
• 発電投資の見通し

重要な成長ポケット

• エジプトの電力・エネルギー市場予測
• エジプトの電力・エネルギー市場
• サウジアラビアの電力電力・エネルギー市場予測
• サウジアラビアの電力電力・エネルギー市場
• UAEの電力・エネルギー市場予測
• UAEの電力・エネルギー市場
• クウェートの電力・エネルギー市場予測
• クウェートの電力・エネルギー市場
• カタールの電力・エネルギー市場予測
• カタールの電力・エネルギー市場
• イスラエルの電力・エネルギー市場予測
• イスラエルの電力電力・エネルギー市場

成長の機会領域

• 成長の機会1：太陽光発電のバリューチェーンにおけるプレゼンス確立
• 成長の機会2：水素インフラ
• 成長の機会3：エネルギー消費管理
• 成長の機会4：地域の相互接続性
• 成長の機会5：運用・保守（O&M）サービス

結論

次のステップ

The EU Export Opportunity to Drive Power Investments

Russia's war on Ukraine has unlocked unprecedented growth opportunities for the Middle East as Europe steers away from Russia for energy supply. The European Union's commitment to end its reliance on Russian energy by 2027 and its focus on renewables and hydrogen offer ME countries a strong business case for energy investments, given that the region has recorded among the lowest levelized cost of energy (LCOE) in renewable power production globally. Also, climate change commitments and economic diversification efforts to transform Gulf Corporation Council (GCC) countries into industrialized economies will drive power and energy investments.

This report covers the ME's growth environment for the energy and power industry, highlighting trends throughout the value chain and discussing certain developments that impact the industry. Forecasts and analyses rely on 2030 country-specific targets, unveiled power projects (or those in progress), and Frost & Sullivan's calculations of the energy generation necessary to fulfill a country's demand for electricity. The forecast period's (2023-2030) total achievable revenue denotes the market potential for all industry participants.

With capacity additions happening at an accelerated pace, easy access to financing for renewable projects, and several incentives earmarked to attract foreign investments, this is a market that requires strategic partnerships and critical local market knowledge-both as a legal requirement and as a critical factor determining success.

Key Issues Addressed:

• What is the installed capacity of power generation assets in the region, and what is the total market revenue potential?
• What are the major trends impacting the energy industry in the region?
• What are the growth opportunities available for new entrants and existing players?
• What is the market revenue potential in prominent countries in the region?

Table of Contents

Research Scope

• Research Scope
• What Does the Power Sector Outlook Report Cover?
• Primary Metrics: What Has Changed?

Analysis Highlights

• Analysis Highlights
• Predictions for 2023

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the ME Power and Energy Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Opportunities for ME Created by the Russo-Ukrainian War: EU LNG/Oil
• ME Power and Energy Industry Investment Growth Drivers
• The Drive for Local Manufacturing

ME Power and Energy Trends

• ME Power and Energy Industry: Primary Market Trends
• International Energy Partnerships and Export Potential
• High-voltage Projects and Regional Interconnectivity for Energy xports
• Becoming a Hydrogen Hub
• Surge in Solar PV
• Nuclear Power will Provide Energy Security
• Grid Investments to Improve Efficiencies
• Digitalization of Assets to Boost ROI
• Digitalization for Decarbonization
• Energy Efficiency Path to Net Zero
• VRFB Energy Storage for Grid Reliability
• Decentralized Power Generation for Decarbonization
• Carbon Sequestration, Storage, and Utilization
• Carbon Exchanges to Promote Power Investments
• G2V-V2G and Grid Stability
• Sustainable DC
• Decarbonized Desalination
• Biofuels and SAF
• Net-zero Transition through WTE

Revenue Trends

• Annual Power Generation Investment Forecast
• Installed Power Generation Capacity Forecast
• Annual Power Generation Capacity Additions
• Annual Power Generation Capacity Addition by Country
• Annual Power Generation Investment by Country
• Power Generation Investment Outlook

Key Growth Pockets

• Egypt Power and Energy Market Forecast
• Egypt Power and Energy Market
• KSA Power and Energy Market Forecast
• KSA Power and Energy Market
• UAE Power and Energy Market Forecast
• UAE Power and Energy Market
• Kuwait Power and Energy Market Forecast
• Kuwait Power and Energy Market
• Qatar Power and Energy Market Forecast
• Qatar Power and Energy Market
• Israel Power and Energy Market Forecast
• Israel Power and Energy Market

Growth Opportunity Universe

• Growth Opportunity 1: Establish a Presence in the Solar Value Chain
• Growth Opportunity 2: Hydrogen Infrastructure
• Growth Opportunity 3: Energy Consumption Management
• Growth Opportunity 4: Regional Interconnectivity
• Growth Opportunity 5: Operation and Maintenance (O&M) Services

Conclusions

• Conclusions and Future Outlook

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer