電力の北米市場の成長機会

北米の電力市場が進化し競争が激化することで、イノベーションを加速させ、持続可能な成長戦略を策定することが市場参入企業にとってますます重要になっています。

当レポートでは、北米の電力市場について調査分析し、市場の成長を促進している主な動向の見通しなどを提供しています。

目次

戦略的必須要件

• 成長がますます困難になっているのはなぜか
• The Strategic Imperative 8 (TM)
• 電力業界に対する上位3つの戦略的必須要件の影響
• 成長機会がGrowth Pipeline Engine (TM) を促進

成長機会の分析

• 電力市場の成長を促進している主な動向
• 成長促進要因
• 成長抑制要因
• 再生可能エネルギーの増加
• 再生可能エネルギーの出現
• CCUS
• デジタルトランスフォーメーションとイノベーション
• 電化
• エネルギー貯蔵
• 水素経済
• 統合エネルギーの動向とソリューション

成長機会

• 成長機会1：EaaS-Aの新たな投資機会
• 成長機会2：公益事業・アグリゲーター向けの革新的なビジネスモデル
• 成長機会3：コンシューマーからプロシューマーへのシフト
• 成長機会4：グリーン水素生産に向けた太陽光発電プラント
• 図表のリスト
• 免責事項

Acceleration of Renewable Energy (RE) Deployment, Disruptive Technologies, and the Growing Energy Diversification will Shape Growth Strategies

As the North American power market evolves and competition intensifies, it is becoming increasingly important for market participants to accelerate innovation and develop sustainable growth strategies. This Frost & Sullivan study provides a perspective on key trends driving growth in the North American power market. Globally, governments are looking for solutions across sectors to mitigate climate change and support decarbonization, and the renewable energy, carbon capture storage and utilization (CCSU), digitalization, electrification, energy storage, and hydrogen markets hold the most significant opportunities.

The route to decarbonization requires supportive regulatory frameworks that mandate energy efficiency and emission reduction measures across all sectors. To achieve a low-carbon future, significant changes are required. Following the latest COP summit, more than 100 countries pledged their commitment to net-zero emissions by 2050. In North America, Canada announced emissions pledges to reduce total greenhouse gas (GHG) emissions by 40-45% from 2005 levels by 2030, and the United States aims to cut emissions in half by 2030 (50-52% from 2005 levels).

Despite the eclectic market conditions, stakeholders across the North American power value chain exhibited great resilience by developing innovative business models and sustainable practices to increase sales. This resulted in record growth for the power market in 2021. Renewable power generation, storage, and hybrid solutions have been central to decarbonization initiatives by state governments and the commercial and industrial (C&I) sector. In 2022, despite the supply chain constraints, the installation of clean power sources is poised to continue its momentum as demand for sustainable energy solutions accelerates in North America.

Key Issues Addressed:

• What role will renewables, CCSU, digitalization, energy storage, electrification, and hydrogen play in the regional power transition?

• What must happen in the North American power market to enable large-scale decarbonization?

• What can power companies do to reduce their scope 2 emissions?

• What technological developments are in progress to achieve this power transition?

• What will be the most attractive growth opportunities?

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 Power Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Top Trends Driving Power Market Growth
• Growth Drivers
• Growth Restraints
• Increase of Renewables
• Increase of Renewables (continued)
• Emergence of Renewables
• Emergence of Renewables (continued)
• CCUS
• CCUS (continued)
• CCUS (continued)
• CCUS (continued)
• CCUS (continued)
• Digital Transformation and Innovation
• Digital Transformation and Innovation (continued)
• Digital Transformation and Innovation (continued)
• Digital Transformation and Innovation (continued)
• Electrification
• Electrification (continued)
• Electrification (continued)
• Energy Storage
• Energy Storage (continued)
• Energy Storage (continued)
• H2 Economy
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• Integrated Energy Trends and Solutions

Growth Opportunity Universe

• Growth Opportunity 1: EaaS-A New Investment Opportunity
• Growth Opportunity 1: EaaS-A New Investment Opportunity (continued)
• Growth Opportunity 2: Innovative Business Models for Utilities and Aggregators
• Growth Opportunity 2: Innovative Business Models for Utilities and Aggregators (continued)
• Growth Opportunity 3: Shift from Consumer to Prosumer
• Growth Opportunity 3: Shift from Consumer to Prosumer (continued)
• Growth Opportunity 4: Solar PV Plants for Green Hydrogen Production
• Growth Opportunity 4: Solar PV Plants for Green Hydrogen Production (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer