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CHPおよび燃料電池 2016-2026年:成長機会・市場・予測

CHP and Fuel Cells 2016-2026: Growth Opportunities, Markets and Forecast

発行 Greentech Media Inc. 商品コード 358075
出版日 ページ情報 英文
納期: 即日から翌営業日
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CHPおよび燃料電池 2016-2026年:成長機会・市場・予測 CHP and Fuel Cells 2016-2026: Growth Opportunities, Markets and Forecast
出版日: 2016年05月19日 ページ情報: 英文
概要

CHP (熱電併給) および燃料電池は大型の商業・工業施設だけではなく、小規模の商業施設・より大きなグリッドへも効率的・ディスパッチ可能な電源の重要なソースを提供します。CHP・燃料電池は米国全体の発電容量の8%に貢献しています。

当レポートは、米国のCHP・燃料電池市場について調査し、成長を示すアプリケーション・市場の分析、州別による上位の市場、市場の障壁、ベンダーのプロファイルおよび予測を提供しており、新たな環境指令の詳細などを含め、お届けいたします。

第1章 イントロダクション

  • 燃料ベースのDG (分散型発電) 技術
  • 熱電併給 (コジェネレーション)
  • ヒートエンジン
  • 燃料電池
  • 燃料ベースのDGオプションの比較

第2章 市場概要

第3章 現在の燃料ベースのDG市場

  • 全体的な規模
  • 展開の典型的な規模
  • サイト・アプリケーション選択の重要性
  • エンドユーザーの導入のきっかけ
  • インセンティブの役割
  • 主な米国市場・アプリケーション

第4章 市場課題

  • 相互接続・ネットメータリング規格
  • 整合性の欠如
  • 基本的なコスト・料金・エコノミクス
  • 基本的なコストが引き続き顧客の負担に
  • エコノミクス全体に影響を及ぼす公共料金の構造
  • 販売サイクルのダイナミクス

第5章 市場機会

  • イントロダクション
  • 好ましい価格動向
  • 技術・燃料革新によるエコノミクスの改善
  • グリッド回復力・マイクログリッド
  • クリーンパワー計画

第6章 ベンダーのエコシステム

  • 機器メーカー
  • 地域サービスベンダー
  • ベンチャーキャピタル・公共投資・M&A活動

第7章 ベンダーのプロファイル

  • CHPメーカーおよび完全請負契約プロバイダー
  • 燃料電池メーカー

第8章 市場予測

  • データ
  • 市場予測
  • 基本事例シナリオ
  • アップサイドシナリオ

第9章 結論

図表リスト

目次

CHP and fuel cells provide an important source of efficient and dispatchable power not only for large commercial and industrial facilities, but also for smaller commercial facilities and the greater grid. They were responsible for 8% of all U.S. generation capacity in 2015.

CHP capacity alone represents more than 3 times the capacity that solar provides to the U.S., and its 83 GW dwarfs the 2 GW of installed microgrid capacity. Traditional heat engines have proven financial returns as a robust and efficient generation solution for over 50 years, while more innovative fuel cell solutions continue to improve project economics driven by $1.75 billion in investment since 2010.

Cumulative CHP Capacity Growth by Application Type in the U.S.

                     Source: GTM Research

Despite the significant adoption base and investment dollars, the market for fuel-based DG solutions has seemingly stagnated in the last decade. This new report challenges the continuation of this trend, exploring the applications and markets where CHP and fuel cells are showing growth, as well as the reasons why the market may be diverging. It identifies the top state markets, details existing hurdles, profiles the vendor landscape and provides a forecast through 2026. The report also details emerging environmental mandates like the clean power plan and the evolution of state incentives and standards, all of which have the potential to significantly reignite this market.

Vendor Profiles:

  • Aegis Energy Services
  • Bloom Energy
  • Doosan Fuel Cell America
  • ENER-G Rudox
  • Exelon/Constellation
  • Fuel Cell Energy
  • General Electric
  • IntelliGen Systems
  • MTU Onsite Energy
  • NRG dGen
  • Tecogen

SAMPLE FIGURES

Top Fuel Cell Applications in Major U.S. State Markets

                     Source: GTM Research

CHP and Fuel Cell Investment by Type

                     Source: GTM Research

Table of Contents

1. Introduction

  • Fuel-Based DG Technologies
  • Combined Heat and Power (Cogeneration)
  • Heat Engines
  • Fuel Cells
  • Comparing Fuel-Based DG Options

2. Market Overview

  • Fuel-Based DG Technologies
  • Combined Heat and Power (Cogeneration)
  • Heat Engines
  • Fuel Cells
  • Comparing Fuel-Based DG Options

3. The Fuel-Based DG Market Today

  • Overall Scale
  • Typical Magnitude of Deployment
  • Importance of Choosing Sites and Applications
  • End User Triggers for Adoption
  • Role of Incentives
  • Top US Markets and Applications

4. Market Challenges

  • Interconnection and Net Metering Standards
  • Lack of Consistency
  • Underlying Costs, Rates and Economics
  • Underlying Costs Continue to be a Burden on Customers
  • Utility Rate Structures Impact Overall Economics
  • Sales Cycle Dynamics

5. Market Opportunities

  • Introduction
  • Favorable Pricing Trends
  • Improved Economics through Technology and Fuel Innovation
  • Grid Resiliency and Microgrids
  • The Clean Power Plan

6. Vendor Ecosystem

  • Equipment Manufacturers
  • Regional Service Vendors
  • Venture Capital, Public Investment and M&A Activity

7. Vendor Profiles

  • CHP Manufacturers and Turnkey Providers
  • Fuel Cell Manufactures

8. Market Forecast

  • Inputs
  • Market Forecast
  • Base Case Scenario
  • Upside Scenario

9. Conclusion

List of Figures

1. Introduction

2. Market Overview

  • Components of a CHP System
  • Types of Heat Engines
  • Types of Fuel Cells, Power Range and Primary Applications
  • Stationary Use Fuel Cell Types
  • Stationary Use Fuel Cell Market Shares and Primary Vendors in the US
  • Cost and Features Comparison by Prime Mover

3. Fuel-Based DG Market Today

  • Three Historic Phases of CHP Growth
  • Cumulative CHP Capacity Growth by Application Type in the US
  • CHP Capacity Requirements Vary by Application and Prime Mover Type Examples
  • Market Installation Rates by CHP Type (2015)
  • Breakdown of Industrial CHP Deployments
  • Stationary Fuel Cell Installations in the US - by Site/Application (as of April 2015)
  • Economic Comparison between a Natural Gas Boiler vs. CHP system
  • CHP Incentive Mechanisms
  • Federal Incentive Tax Credit for CHP Systems
  • State Level Incentives - Portfolio Standards
  • Renewable and Alternative Energy Portfolio Standards by State
  • Energy Efficiency Standards by State
  • Incentive Levels for Eligible Technologies (2013 and 2015)
  • Levelized Cost Analysis for CHP Systems, by Type
  • California SGIP Funded Capacity (2001-2015)
  • Example of CHP Incentive Pay Out Schedule
  • Top 10 CHP Markets in the US
  • Top 5 Fuel Cell Markets in the US
  • Concentration of CHP Applications, by State
  • Top CHP Applications in Major US States
  • Top Fuel Cell Applications in Major US States
  • Share of CHP Deployments by Size, By Year
  • Share of CHP Installations is Growing for Non-Industrial Applications (2005-2015)
  • Share of CHP Capacity (New and Cumulative) from Non-Industrial Applications
  • Growth in CHP Deployments by Sector, Since 1980 (Growth multiple of 1980 Level)
  • Growth of CHP deployments by sector - Growth multiple (1980-2015)
  • Fuel Cell Capacity by Sector (2002-2015)
  • Stationary Fuel Cell Installations - Top 10 Sites by Cumulative Size

4. Market Challenges

  • Sizing CHP Systems to Achieve Maximum Efficiency
  • CHP Project Development Process
  • Detailed Utility CHP Interconnection Process
  • DG Project Installation Sequence from Utility Perspective
  • DG Interconnection Standards by State
  • Maximum System Size for a State Interconnection Standard
  • Fuel-Based DG Net Metering States
  • Net Metering System Size Limits (kW)
  • CHP System Implementation Cost Breakdown
  • CHP Adoption Hurdles
  • Oregon vs. Massachusetts - CHP Economics Inclusive of Utility Rate Structure
  • Overall Project Timelines, from Sales to Deployment

5. Market Opportunities

  • CHP as a Percentage of National Generating Capacity (G8 Countries)
  • Natural Gas Price Forecast
  • ISO-NE Example of Rising Peak-to-Average Demand
  • California Duck Curve
  • Evolution of Resilience Investments
  • CHP System Configuration for Critical Load Back-Up Capabilities
  • Cost and Benefit of Configuring a CHP System for Back-Up Capacity
  • Microgrids Efforts that Address Resiliency Needs
  • State Carbon Reduction Goals
  • Annual Energy Savings Comparison between 10MW CHP vs. 10MW Solar/Wind
  • Utility Measures that can Promote CHP Adoption

6. Vendor Ecosystem

  • CHP Implementation Options for End-User
  • Fuel-based DG Equipment Manufacturers
  • Stationary Fuel Cell Manufacturers and System Sizes
  • Regional DG Service Providers
  • CHP and Fuel Cell M&A Activity
  • M&A Activity in the Fuel-Based DG Space (2010-2016)
  • Total Funding by Fuel Cell and CHP Company
  • CHP and Fuel Cell Investment by Type
  • CHP and Fuel Cell Investment and Funding, 2010-2016

8. Market Forecast

  • Triggers for market adoption ups and downs since 1980
  • Fuel-Based DG Cumulative Capacity (MW) and CAGR
  • CHP and Fuel Cell Market Forecast (US)
  • Market Forecast: New Capacity Additions by Type (2015-2026)
  • Upside 10-Year Market Forecast for Fuel-Based DG Capacity

9. Conclusion

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