お知らせ :東京証券取引所JASDAQスタンダード市場への新規上場に関するお知らせ

株式会社グローバルインフォメーション
表紙
市場調査レポート
商品コード
951781

世界の電力市場における脱炭素化:成長機会の分析 (2019~2030年)

Growth Opportunities from Decarbonisation in the Global Power Market, 2019-2030

出版日: | 発行: Frost & Sullivan | ページ情報: 英文 132 Pages | 納期: 即日から翌営業日

価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=104.68円
世界の電力市場における脱炭素化:成長機会の分析 (2019~2030年)
出版日: 2020年07月16日
発行: Frost & Sullivan
ページ情報: 英文 132 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

エネルギーの移行が求められる中、再生可能技術に対しては今後3兆4000億ドル規模の投資が行われると予測されています。2020年代は、再生可能エネルギーへの移行が増加し、ほとんどの先進市場で石炭の需要が減少するでしょう。また、電気自動車への移行によって、新たなビジネスモデルが生まれ、エネルギーおよびモビリティのエコシステムにおける企業間の提携・協力により、多くの機会が創出されるでしょう。

当レポートでは、世界および主要地域・主要国の電力市場の動向と脱炭素化に関する動向を調査し、再生可能エネルギー利用、蓄電技術の開発・導入、マイクログリッド・分散型電力の状況などの現在の取り組みと今後10年の展望、参入事業者の成功戦略・成長機会の分析などをまとめています。

エグゼクティブサマリー

調査範囲・調査目的・調査手法

世界の電力産業:今後10年の展望

  • 主要成果
  • 2020年代の電力部門の進化に影響を与える主な変化
  • 再生可能エネルギー:中心的役割に
  • 再生可能エネルギーの主流化
  • 分散化
  • 仮想発電所
  • OPEXベースのビジネスモデル
  • デジタル発電
  • 蓄電・EVインフラ
  • エネルギー効率・管理
  • 水素

北米の電力産業:今後10年の展望

  • 再生可能エネルギー
  • エネルギー効率
  • 蓄電
  • フレキシビリティ
  • マイクログリッド
  • 分散型電力
  • 影響分析

ラテンアメリカの電力産業:今後10年の展望

  • 再生可能エネルギー
  • 電力需要の増加
  • インフラアップグレード
  • モビリティの電化
  • 影響分析

欧州の電力産業:今後10年の展望

  • クリーンエネルギー
  • 分散型電力
  • ビジネスモデルの革新
  • 石炭からの脱却
  • 規制介入
  • 電池
  • 影響分析

アジア太平洋(中国を除く)の電力産業:今後10年の展望

  • 石炭
  • 強い電力需要
  • グリーンエネルギー
  • 洋上風力発電
  • マイクログリッド市場の成長
  • 分散型ソーラー+ストレージ
  • 影響分析

中国の電力産業:今後10年の展望

  • 再生可能エネルギー
  • 石炭からの多様化
  • ガス
  • 分散型エネルギー
  • Digital 4.0
  • リチウムイオン電池
  • 影響分析

インドの電力産業:今後10年の展望

  • 再生可能エネルギー
  • 石炭
  • 送電網
  • 電力部門の経済と政策の課題
  • マイクログリッド
  • エネルギー貯蔵
  • 影響分析

中東・アフリカの電力産業:今後10年の展望

  • ガス
  • ソーラーの力強い成長
  • 増加する原子力
  • 分散型発電
  • 移行中のサウジアラビア
  • 省エネルギー対策
  • 影響分析

成長機会・推奨行動

総論

付録

Frost & Sullivanについて

目次
Product Code: MEB4-14

$3.40 Trillion to be Invested in Renewable Technologies As Energy Transition Gains Much Needed Momentum

Powered by a strong momentum behind renewable energy, the power market is heading into the 2020s having come many-a-mile from the last decade. The 2020s will be a critical decade for one and all in the power industry, as the transition toward renewable energy is expected to increase in volume, while coal will take a downturn in most developed markets. Simultaneously, the shift towards electric vehicles is expected to create numerous opportunities for emerging business models and collaborations and partnerships between incumbents in the energy and mobility ecosystem. This research and analysis centres on some of the most important market trends across 5 major geographies-North America, Latin America, Europe, the Middle East, China, and India. The most significant trend observed across developed markets is the surge in need for flexibility, as system operators are coming under increasing pressure to manage the system with uncertain renewable output, declining coal output, and demand-side variability. As a result, technologies and solutions such as battery energy storage systems (BESS), gas engines, demand side response (DSR), and virtual power plants (VPP) are witnessing unprecedented adoption rates amongst utilities, solution providers, and end consumers, as these can also participate in flexible markets, including ancillary services. Moreover, the shift towards electric vehicles is expected to give rise to newer business models such as vehicle to grid (V2G), vehicle to home (V2H), and dynamic pricing, as consumers look to monetise their assets through market opportunities. Emerging countries, China and India, are expected to primarily depend on coal in the coming decade even though they continue to add renewable energy capacities to their respective grids. Coal plant utilisation, however, is likely to decline, especially during the day, as solar photovoltaic (PV) continues to penetrate in both markets. The Middle East, on the other hand, underpinned by the shift in energy policy, is starting to shift away from fossil fuels towards renewables, mainly solar PV and wind. Meanwhile, Latin America is set for a record decade, as electricity demand is forecast for above-average growth.

Through various conversations with market incumbents, Frost & Sullivan opines that the following 3 factors are vital for industry participants across the globe:

  • Decentralization and Flexibility
  • Emerging Business Models
  • Collaborations and partnerships on various fronts such as digitisation, electric vehicles, and energy aggregation

Key Issues Addressed:

  • What are the major trends impacting the power industry, and how will that impact turn out in the 2020s?
  • How is the flexibility market ecosystem developing, and which are the key participants of this ecosystem across Europe, North America, and Asia-Pacific?
  • What are the major changes one can expect to happen in the power supply mix by the 2020s?
  • How is the market for distributed and decentralised energy market currently evolving and how will the 2020s turn out to be?
  • What sort of opportunities are opening up as a result of the increasing need for flexibility across key western power markets?

Table of Contents

Executive Summary

  • Executive Summary-Key Outcomes

Research Scope, Objectives, and Methodology

  • Research Scope
  • Key Questions this Study will Answer

The Decade Ahead for the Global Power Sector

  • Key Outcomes-The Decade Ahead for the Global Power Sector
  • Key Outcomes-The Decade Ahead for the Global Power Sector (continued)
  • Major Shifts Impacting the Evolution of the Power Sector in the 2020s
  • Renewables Take Centre Stage
  • Domination of Renewables-Electricity the New Oil?
  • Decade of Decentralisation
  • Decade of Decentralisation-Key Growth Opportunities
  • Virtual Power Plants-A Key Component of Decentralised Energy
  • Virtual Power Plants-Ecosystem and Revenues
  • Growth in OPEX-based Business Models
  • Growth in OPEX-based Business Models-Driving Renewable Deployment
  • Digital Power-Driving Greater Efficiency in Power Assets
  • Digital Power-Driving Next-generation Service Solutions
  • Storage and EV Infrastructure Go Mainstream-Battery Deployments Surge
  • Storage and EV Infrastructure Go Mainstream-Boom in V2G and V2H
  • Energy Efficiency and Management-Demand Response a Key Solution
  • Energy Efficiency and Management-Vital to Reduce Building Energy Consumption
  • Hydrogen-An Economy of its Own in the Making
  • Hydrogen-An Economy of its Own in the Making (continued)

The Decade Ahead for the North American Power Sector

  • The Decade Ahead for the North American Power Sector
  • The Decade Ahead for the North American Power Sector (continued)
  • The Decade Ahead for the North American Power Sector (continued)
  • Major Trends Impacting the Future of the North American Power Sector
  • Renewables Dominate New Investment
  • Energy Efficiency Curbs Consumption Growth
  • Energy Storage Goes Mainstream
  • Flexibility is King
  • Microgrids Boost Resiliency
  • The Decade of Decentralisation
  • Market Trends Impact Analysis-North America

The Decade Ahead for the Latin American Power Sector

  • The Decade Ahead for the Latin American Power Sector
  • The Decade Ahead for the Latin American Power Sector (continued)
  • Major Trends Impacting the Future of the Latin American Power Sector
  • Renewables Dominate New Capacity Investment
  • Generation Becomes Local
  • Growth in Corporate Renewable Energy PPAs
  • Strong Electricity Demand Growth
  • Massive Investment in Transmission in Infrastructure Upgrades Expected
  • Electrification of Mobility
  • Market Trends Impact Analysis-Latin America

The Decade Ahead for the European Power Sector

  • The Decade Ahead for the European Power Sector
  • The Decade Ahead for the European Power Sector (continued)
  • Major Trends Impacting the Future of the European Power Sector
  • Clean Energy Push Expected to Continue
  • The Decade of Decentralisation
  • Continued Pressure on Utility CXOs to Innovate and Transform Their Business Model
  • The Long Goodbye for Coal
  • Greater Need for Regulatory Intervention
  • Batteries Hit the Mainstream
  • Market Trends Impact Analysis-Europe

The Decade Ahead for the Asia-Pacific (Excluding China) Power Sector

  • The Decade Ahead for the Asia-Pacific Power Sector
  • Major Trends Impacting the Future of the Asia-Pacific Power Sector
  • Coal Holds on in Asia
  • Strong Electricity Demand Growth Projected
  • Green Energy Growth Potential
  • Boom in Offshore Wind Power Expected
  • Boost for Microgrids Market Growth
  • Distributed Solar+Storage
  • Market Trends Impact Analysis-Asia-Pacific

The Decade Ahead for the Chinese Power Sector

  • The Decade Ahead for the Chinese Power Sector
  • The Decade Ahead for the Chinese Power Sector (continued)
  • Major Trends Impacting the Future of the Asia-Pacific Power Sector
  • Strong Investment in Renewable Energy
  • Diversification From Coal
  • Gas Increases Slowly
  • Increasing Market Opportunities for Decentralised Energy
  • Boosting Plant Operations Through Digital 4.0
  • China is Expected to Dominate the Global Lithium-ion Battery Market
  • Market Trends Impact Analysis-China

The Decade Ahead for the Indian Power Sector

  • The Decade Ahead for the Indian Power Sector
  • Major Trends Impacting the Future of the Indian Power Sector
  • Strong Growth in Renewable Energy
  • Coal Remains Key for India
  • India's Transmission Grid Under Strain
  • Economic and Policy Challenges for the Indian Power Sector
  • Growth in Microgrids
  • Early Days for Energy Storage
  • Market Trends Impact Analysis-India

The Decade Ahead for the Middle Eastern and African Power Sector

  • The Decade Ahead for the Middle Eastern and African Power Sector
  • Major Trends Impacting the Future of the Middle-East and African Power Sector
  • Gas Remains King in the Middle East
  • Strong Growth in Solar
  • Nuclear Power on the Rise?
  • Surge in Decentralisation
  • Saudi Arabia in Transition
  • Push for Energy Conservation Measures
  • Market Trends Impact Analysis-The Middle East and Africa

Growth Opportunities and Companies to Action

  • Growth Opportunity 1-Risk-Gain Share Models and M&A: New Opportunities for Technology OEMs
  • Growth Opportunity 2-Expanding Current Solution Offering: New Opportunities for System Integrators and Installers
  • Growth Opportunity 3-Consumer to Prosumer: New Opportunities for End Users
  • Growth Opportunity 4-Market Entry to DER: New Opportunities for Utilities
  • Growth Opportunity 5-Expanding Solution Offering: New Opportunities for ESCOs
  • Strategic Imperatives for the Global Power Market

The Last Word

  • Last Word
  • Legal Disclaimer

Appendix

  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)

The Frost & Sullivan Story

  • The Frost & Sullivan Story
  • Value Proposition-Future of Your Company & Career
  • Global Perspective
  • Industry Convergence
  • 360º Research Perspective
  • Implementation Excellence
  • Our Blue Ocean Strategy
株式会社グローバルインフォメーション
© Copyright 1996-2021, Global Information, Inc. All rights reserved.