電力のインド市場：成長機会

インドの電力の市場規模は、急速な経済変化と脱炭素化の必要性などによって促進されています。

当レポートでは、インドの電力市場を調査しており、市場の概要、成長機会、戦略的考察などの包括的な情報を提供しています。

目次

戦略的必須事項

• 成長がますます困難になっているのはなぜか？
• 戦略的必須事項8（TM）
• インドの電力市場に対する上位3つの戦略的必須事項の影響
• 成長パイプラインエンジン（TM）を刺激する成長機会

成長機会分析

• 主な結果
• 分析範囲
• 市場セグメントの定義
• 主な競合他社
• インドの電力市場の構造
• インドの電力部門のタイムライン
• インドの電力市場の促進要因
• インドの電力市場の抑制要因
• インドの電力市場を形成する主な動向
• 力強い電力需要の伸び-1人あたりの消費量の増加
• 電力需要の大幅な増加- 設備容量の大幅な増加
• 再生可能エネルギーの台頭- 容量の増加を支配する太陽光発電
• 再生可能エネルギーの台頭- 全体的な成長に不可欠なインセンティブ
• 再生可能エネルギーの台頭- 太陽光発電と風力発電が新しい設備を支配
• 再生可能エネルギーの台頭- 重要な水力発電の可能性
• 再生可能エネルギーの台頭- 太陽光発電の機会
• 再生可能エネルギーの台頭- 風力発電の機会
• 再生可能エネルギーの台頭- 競合情勢
• 石炭の主な役割- 気候への懸念にもかかわらず石炭を好む
• 石炭の主な役割- 10年間で稼働する新しいプラント
• 石炭の主な役割- 石炭の機会
• 石炭の主な役割- 石炭の経済学
• 自由電力市場の継続的な拡大
• 拡大を続ける自由電力市場- 市場の将来展望
• 電力取引の増加- インドの電力取引所の拡大
• 電力取引の増加- RECsとESCerts
• 電力取引の増加- オープンアクセス
• 送電網の主な課題- T&Dネットワークの増加
• 送電網の主な課題- ディスコムの混乱
• 送電網の主な課題- ディスコムの損失が増加
• 送電網の主な課題- 重要な状態の損失
• スマートメーターの大量導入- ロス削減に欠かせないステップ
• スマートメーターの大量導入- 現在の状況
• スマートメーターの大量導入- 8年間で2億5,000万メーター
• スマートメーターの大量導入- 主な利点
• エネルギー貯蔵の増加
• エネルギー貯蔵の増加
• エネルギー貯蔵の増加- インドにおける重要なバッテリー貯蔵プロジェクト
• エネルギー貯蔵の増加- インドにおける機会
• エネルギー貯蔵の増加- インドにおけるバッテリー貯蔵の機会
• バッテリー貯蔵の増加- インドの重要企業

成長機会ユニバース

• 成長機会1-RE普及率の向上
• 成長機会2-企業PPAの増加
• 成長機会3-M&A投資機会
• 成長機会4-バリューチェーン
• 成長機会5-グループ自家発電所
• 略語
• 図表一覧
• 免責事項

Rapid Economic Changes and the Need to Decarbonize are Driving Transformational Growth

The study traces the development of the Indian electricity market, providing key forecasts for the Indian power sector. The study focuses on renewable energy (RE), new technologies, and future investment destinations in India.

India is the third-largest power producer in the world, behind China and the United States. However, the country has been facing legacy issues in power distribution, with large amounts of power being lost during transmission. This, along with the free power given to the agriculture sector and other consumers, has incurred heavy losses for distribution companies.

This study looks at the measures the government and other bodies are taking to tackle the challenges in the electricity market. It identifies opportunities for growth for market players of different sizes. The study also determines areas that will give stiff competition to the power plants in the country. The market trends have been analyzed for 2020 to 2030, with the base year being 2021.

Key Issues Addressed:

• What is the current state of the market? How strong will growth be between 2020 and 2050?

• What is the state of the various power sources in the country? How will they evolve?

• How and why does coal power dominate the market? How will the use of coal power reduce by 2050?

• Which are the key regions for the growth of the RE power market? How is it going to transform in the future? Who are the key competitors in the market?

• How is power trading evolving? How is it expected to change the electricity market in the future?

• What are the new technologies that are being installed in the metering and energy storage spaces?

• What are the key growth opportunities in the market?

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Indian Electricity Market
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Main Findings
• Scope of Analysis
• Market Segment Definitions
• Key Competitors
• Structure of the Indian Power Market
• The Structure of the Indian Power Market (continued)
• The Timeline of the Power Sector in India
• Growth Drivers for the Indian Electricity Market
• Growth Restraints for the Indian Electricity Market
• Major Trends Shaping the Indian Power Market
• Major Trends Shaping the Indian Power Market (continued)
• Strong Electricity Demand Growth-Per Capita Consumption to Increase from a Low Volume
• Strong Growth in Electricity Demand-Significant Increase in Installed Capacity
• The Rise of Renewables-Solar to Dominate Capacity Increases
• The Rise of Renewables-Incentives Essential to Overall Growth
• The Rise of Renewables-Solar and Wind Dominating New Installations
• The Rise of Renewables-Significant Hydropower Potential
• The Rise of Renewables-Solar Opportunities
• The Rise of Renewables-Wind Opportunities
• The Rise of Renewables-Competitive Landscape
• Coal's Main Role-Preference for Coal Despite Climate Concerns
• Coal's Vital Role-New Plants Moving Online throughout the Decade
• Coal's Main Role-Coal Opportunities
• Coal's Main Role-Economics of Coal
• The Continued Expansion of the Free Power Market
• The Continued Expansion of the Free Power Market-The Future of the Market
• The Power Trading Increases-The Expansion of India's Power Exchanges
• The Increase of Power Trading-RECs and ESCerts
• The Increase in Power Trading-Open Access
• The Increase in Power Trading-Open Access (continued)
• The Grid's Main Challenges-Increasing T&D Networks
• The Grid's Main Challenges-Discoms in Disarray
• The Grid's Main Challenges-Discom Losses Mount
• The Grid's Main Challenges-Discom Losses Mount (continued)
• The Grid's Main Challenges-Important State Losses
• Mass Deployment of Smart Metering-Essential Steps to Reduce Losses
• Mass Deployment of Smart Metering-The Status Today
• Mass Deployment of Smart Metering-250 Million Meters in 8 Years
• Mass Deployment of Smart Metering-Main Benefits
• Energy Storage Increase
• Energy Storage Increase
• Energy Storage Increase-Important Battery Storage Projects in India
• Energy Storage Increase-Opportunities in India
• Energy Storage Increase-Battery Storage Opportunities in India
• Battery Storage Increase-Important Companies in India

Growth Opportunity Universe

• Growth Opportunity 1-Increased RE Penetration
• Growth Opportunity 1-Increased RE Penetration (continued)
• Growth Opportunity 2-Increase in Corporate PPAs
• Growth Opportunity 2-Increase in Corporate PPAs (continued)
• Growth Opportunity 3-Merger and Acquisition Investment Opportunities
• Growth Opportunity 3-Merger and Acquisition Investment Opportunities (continued)
• Growth Opportunity 4-Value Chain
• Growth Opportunity 4-Value Chain (continued)
• Growth Opportunity 5-Group Captive Power Plants
• Growth Opportunity 5-Group Captive Power Plants (continued)
• Abbreviations
• List of Exhibits
• Legal Disclaimer