集光型太陽熱発電 (CSP)：ディスラプティブ技術による成長の加速

集光型太陽熱発電 (CSP) は、運用効率の向上と熱エネルギー貯蔵技術との統合により、競争力が強化される見通しです。

当レポートでは、世界の集光型太陽熱発電 (CSP) の新規技術やディスラプティブ技術を調査し、技術開発および技術導入への各種影響因子の分析、技術およびイノベーションの動向、法規制・IP環境、成長機会の分析などをまとめています。

目次

戦略的責務

• 成長課題
• The Strategic Imperative 8（TM）
• 戦略的必須要件トップ3の影響
• GrowthPipelineEngine (TM) を推進する成長機会

成長機会の分析

• 分析範囲
• CSPの分類
• CSPの採用促進要因
• CSPの導入を阻む制約

技術スナップショット

• PVよりも優れたパフォーマンスパラメーターに牽引され、CSPの採用が増加する可能性が高い
• CLFRシステムは、今後数年で主要なCSP技術になる可能性が高い
• ゼロエミッションの未来への道を開くTESとグリーン水素
• 太陽エネルギー生成技術の世界的状況
• さまざまな再生可能エネルギー発電技術の均等化発電原価（LCOE）の比較
• CSPの総資本コストとLCOEの動向
• コンポーネント別の総設置コスト：CSPプラントタイプ
• 地域別のCSPの総運用&保守コスト

イノベーションエコシステム：注目の企業

• ヘリオスタットを使用して再生可能な太陽光発電を行うコスト競争力のあるソーラータワー発電所
• 高い光効率を備えた次世代パラボリックトラフベースのCSP
• 再生可能エネルギーと産業グレードの熱生成のためのAI搭載のソーラータワー発電所
• 空調および産業用暖房用途向けのリニアフレネルコレクター
• 通常の直射日光を再生可能エネルギーに変換する溶融塩型CSPタワープラント
• 産業プロセスに使用される熱を生成するためのパラボラソーラーコレクター
• 太陽光から電気への変換効率が高い放物面ソーラーコレクター

規制状況・IP分析

• 米国がCSPのR&D活動でリード：2021年

成長機会の領域

• 成長機会1：溶融塩系TESの統合
• 成長機会2：R&D投資と提携
• 成長機会3：CSPと高温水素製造技術の融合

付録

次のステップ

Improved operational efficiency and integration with thermal energy storage technology will enhance competitive intensity

This research service focuses on new and disruptive technologies in the concentrated solar power (CSP) industry. Solar energy technology has witnessed consistent improvements in terms of energy and cost efficiency. While solar photovoltaics is currently the most widely adopted method of solar energy utilization, CSP technology has several features which make it an attractive alternative at the utility scale for energy generation and heating applications. The key advantage of a CSP system is its ability to store excess electricity in the form of thermal energy. CSP technologies generate electricity by utilizing mirrors to reflect, concentrate, and direct incident sunlight onto a specific point to create thermal energy. This thermal energy can then be either stored in thermal energy storage devices or used to create steam to drive turbines for electricity generation. This enables CSP to be the source of both electrical and thermal energy and find applications in heat recovery. However, despite the ability to offer better conversion efficiencies, the capital expenditure of CSP technology is hindering deployment.

This study provides the following:

• An overview of new and disruptive CSP technologies along with their benefits, drawbacks, and applications

• A comparison of different types of CSP technologies in terms of energy efficiency and overall costs

• A patent analysis of CSP technologies

• An analysis of the factors driving and restraining the growth of the CSP industry

• An analysis of the growth opportunities emerging in the CSP industry that stakeholders and market players can leverage

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Concentrated Solar Power (CSP) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Research Methodology

Growth Opportunity Analysis

• Scope of Analysis
• Segmentation of CSP
• Growth Drivers Enhancing the Adoption of CSP
• Growth Restraints Hindering the Adoption of CSP

Technology Snapshot

• CSP Adoption Likely to Increase, Driven by Performance Parameters Superior to that of PVs
• CLFR Systems Likely to be the Prominent CSP Technology in the Coming Years
• TES and Green Hydrogen to Pave the Way for a Zero-emission Future
• Global Status of Solar Energy Generation Technologies
• Levelized Cost of Electricity (LCOE) Comparison of Various Renewable Energy Generation Technologies
• Total Capital Costs and LCOE Trends for CSP
• Total Installed Costs by Components: Types of CSP Plants, 2021
• Total Operations & Maintenance Costs for CSP by Region

Innovation Ecosystem: Companies to Watch

• Cost Competitive Solar Tower Power Plants Using Heliostats to Generate Renewable Solar Power
• Next-generation Parabolic-trough-based CSP with High Optical Efficiency
• AI-powered Solar Tower Power Plants for Renewable Energy and Industrial-grade Heat Generation
• Linear Fresnel Collectors for Air Conditioning and Industrial Heating Applications
• Molten-salt-based CSP Tower Plants that Convert Direct Normal Irradiation to Renewable Energy
• Parabolic Solar Collectors for Generating Heat used for Industrial Processes
• Paraboloidal Solar Collectors with High Solar-to-Electric Conversion Efficiency

Regulatory Landscape and IP Analysis

• United States Leads in CSP R&D Activity as of 2021

Growth Opportunity Universe

• Growth Opportunity 1: Integration of Molten-salt-based TES
• Growth Opportunity 1: Integration of Molten-salt-based TES (continued)
• Growth Opportunity 2: R&D Investments and Partnerships
• Growth Opportunity 2: R&D Investments and Partnerships (continued)
• Growth Opportunity 3: Integration of CSP with High-temperature Hydrogen Production Technologies
• Growth Opportunity 3: Integration of CSP with High-temperature Hydrogen Production Technologies (continued)

Appendix

• Technology Readiness Levels (TRL): Explanation

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