VPP (仮想発電所) プラットフォーム向けTE (トランザクティブエネルギー) アプリケーション - VPPプラットフォーム上のTEアプリケーションによる、商業／産業／住宅／車両・電力網間DERの収益化：世界市場の収益予測

TE (トランザクティブエネルギー）のエコシステムは、発電・配電・消費に関わる意思決定や取引を、経済や市場に基づいたインフラが促進する分散型市場を反映しています。分散型資産からコネクティビティやブロックチェーンに至るまで、TEは電力の評価・販売・消費ルールを塗り替えるような、P2P (ピアツーピア) 取引の可能性を引き出します。

TEのコンセプトは、分散型エネルギー資源（DER）がほぼ遍在的に導入され、断続的な再生可能エネルギーの普及によって配電網に大きな柔軟性が求められるようになったことの論理的帰結です。TEは、DERやその他の技術を用いて電力網のダイナミックなバランスをとるための経済的なインセンティブを提供し、すべての顧客がDERへの投資から、より広い電力ネットワークに提供される価値に見合ったROIを得られるようにします。TEを適用するためには、DERと電力網の間のリアルタイム通信を可能にするVPP (仮想発電所) デジタルプラットフォームといった、高度なデジタルプラットフォームが必要となるでしょう。

当レポートでは、世界のVPP (仮想発電所) プラットフォーム向けTE (トランザクティブエネルギー) アプリケーションについて分析し、TEの概略や、VPPとTEの中核プラットフォームの結合による市場機会と主なビジネスモデル、技術／市場の主な市場促進・抑制要因、今後の市場道の見通し (2030年まで)、セグメント別・技術別・地域別の詳細動向、最初にTE市場の発展が見込まれる地域とその理由、各種ステークホルダー向け提言、といった情報を取りまとめてお届けいたします。

目次

第1章 エグゼクティブサマリー

第2章 市場の問題

• 市場概要
  • 新しいユーティリティ・ビジネスモデル
  • ブロックチェーンとDER管理
• 市場の促進要因
  • グリッドに焦点を当てたTE
  • DERの発展
  • 変動制料金の採用
• 市場の障壁
  • 規制の不一致
  • 電気自動車 (EV) の障壁
  • 行動面での障壁

第3章 地域の概要

• イントロダクション
• 北米
  • カナダ
  • 米国
• 欧州
  • ドイツ
  • 英国
  • 他の欧州諸国
• アジア太平洋
  • オーストラリア
  • 日本

第4章 市場予測

• イントロダクション
• 仮定
• 年間期待発電量
• 年間電力取引額
• 地域別の予測

第5章 結論・提言

第6章 頭字語・略語の一覧

第7章 目次

第8章 図表

第9章 分析範囲、情報源・分析手法、注記

LIST OF CHARTS AND FIGURES

• Annual C&I Output by Segment, World Markets: 2021-2030
• Annual Residential Output by Segment, World Markets: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, World Markets: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, North America: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, Europe: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, Asia Pacific: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, Latin America: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, Middle East & Africa: 2021-2030
• Annual C&I Total Value of Power Available by Segment, World Markets: 2021-2030
• Annual Residential Total Value of Power Available by Segment, World Markets: 2021-2030
• Annual C&I Output by Segment, North America: 2021-2030
• Annual Residential Output by Segment, North America: 2021-2030
• Annual C&I Total Value of Power Available by Segment, North America: 2021-2030
• Annual Residential Total Value of Power Available by Segment, North America: 2021-2030
• Annual C&I Output by Segment, Europe: 2021-2030
• Annual Residential Output by Segment, Europe: 2021-2030
• Annual C&I Total Value of Power Available by Segment, Europe: 2021-2030
• Annual Residential Total Value of Power Available by Segment, Europe: 2021-2030
• Annual C&I Output by Segment, Asia Pacific: 2021-2030
• Annual Residential Output by Segment, Asia Pacific: 2021-2030
• Annual C&I Total Value of Power Available by Segment, Asia Pacific: 2021-2030
• Annual Residential Total Value of Power Available by Segment, Asia Pacific: 2021-2030
• Annual C&I Output by Segment, Latin America: 2021-2030
• Annual Residential Output by Segment, Latin America: 2021-2030
• Annual C&I Total Value of Power Available by Segment, Latin America: 2021-2030
• Annual Residential Total Value of Power Available by Segment, Latin America: 2021-2030
• Annual C&I Output by Segment, Middle East & Africa: 2021-2030
• Annual Residential Output by Segment, Middle East & Africa: 2021-2030
• Annual C&I Total Value of Power Available by Segment, Middle East & Africa: 2021-2030
• Annual Residential Total Value of Power Available by Segment, Middle East & Africa: 2021-2030

LIST OF TABLES

• Annual Value of Power Traded on TE Platform by Segment, World Markets: 2021-2030
• Annual C&I Output by Segment, World Markets: 2021-2030
• Annual Residential Output by Segment, World Markets: 2021-2030
• Annual C&I Total Value of Power Available by Segment, World Markets: 2021-2030
• Annual Residential Total Value of Power Available by Segment, World Markets: 2021-2030
• Annual C&I Output by Segment, North America: 2021-2030
• Annual Residential Output by Segment, North America: 2021-2030
• Annual C&I Total Value of Power Available by Segment, North America: 2021-2030
• Annual Residential Total Value of Power Available by Segment, North America: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, North America: 2021-2030
• Annual C&I Output by Segment, Europe: 2021-2030
• Annual Residential Output by Segment, Europe: 2021-2030
• Annual C&I Total Value of Power Available by Segment, Europe: 2021-2030
• Annual Residential Total Value of Power Available by Segment, Europe: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, Europe: 2021-2030
• Annual C&I Output by Segment, Asia Pacific: 2021-2030
• Annual Residential Output by Segment, Asia Pacific: 2021-2030
• Annual C&I Total Value of Power Available by Segment, Asia Pacific: 2021-2030
• Annual Residential Total Value of Power Available by Segment, Asia Pacific: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, Asia Pacific: 2021-2030
• Annual C&I Output by Segment, Latin America: 2021-2030
• Annual Residential Output by Segment, Latin America: 2021-2030
• Annual C&I Total Value of Power Available by Segment, Latin America: 2021-2030
• Annual Residential Total Value of Power Available by Segment, Latin America: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, Latin America: 2021-2030
• Annual C&I Output by Segment, Middle East & Africa: 2021-2030
• Annual Residential Output by Segment, Middle East & Africa: 2021-2030
• Annual C&I Total Value of Power Available by Segment, Middle East & Africa: 2021-2030
• Annual Residential Total Value of Power Available by Segment, Middle East & Africa: 2021-2030
• Annual Value of Power Traded on TE Platform by Segment, Middle East & Africa: 2021-2030

The transactive energy (TE) ecosystem describes a decentralized marketplace in which economic- or market-based infrastructure facilitates decisions and transactions involving the generation, distribution, and consumption of power. From distributed assets to connectivity to blockchain, TE unlocks the potential for peer-to-peer (P2P) transactions that rewrite the rules for how energy is valued, sold, and consumed.

The concept of TE is the logical consequence of the near-ubiquitous deployment of distributed energy resources (DER) and the need for greater flexibility in distribution networks caused by a higher penetration of intermittent renewables. TE provides economic incentives to dynamically balance networks using DER and other technologies and ensures that all customers can get an ROI on their DER investments commensurate to the value they provide the wider electricity network. To be applicable, TE will likely need to rely on an advanced digital platform, such as a virtual power plant (VPP) digital platform that enables real-time communication between DER and the grid.

This ‘Guidehouse Insights report ’ examines the core of the VPP and TE platforms and identifies potential revenue streams that could be created through the integration of both. The study analyzes market issues, including demand drivers and barriers, associated with the development of TE markets and business models. Global market forecasts, broken out by segment, technology, and region, extend through 2030. The report also examines the value streams related to TE and provides recommendations for DER owners, network utilities and suppliers, TE vendors, and other stakeholders exploring the emerging TE markets.

KEY QUESTIONS ADDRESSED:

• What is transactive energy?

• What is driving the development of transactive energy markets?

• What barriers are hindering the growth of ubiquitous transactive energy markets?

• Where will transactive energy markets evolve first and why?

• What is the potential size of the future global transactive energy market?

WHO NEEDS THIS REPORT:

• Utilities
• Energy trading software developers
• Energy software vendors
• Distribution system operators
• Distributed energy resources (DER) manufacturers
• Standards development associations
• Regulators
• Investor community

Table of Contents

1. Executive Summary

• 1.1. Introduction
• 1.2. Market Drivers and Barriers
• 1.3. Forecast Highlights

2. Market Issues

• 2.1. Market Overview
  • 2.1.1. New Utility Business Models
  • 2.1.2. Blockchain and DER Management
• 2.2. Market Drivers
  • 2.2.1. Grid-Focused TE
  • 2.2.2. The Growth of DER
  • 2.2.3. Adoption of Time-Varying Pricing
• 2.3. Market Barriers
  • 2.3.1. Regulatory Inconsistencies
  • 2.3.2. EV Barriers
  • 2.3.3. Behavioral Barriers

3. Regional Overview

• 3.1. Introduction
• 3.2. North America
  • 3.2.1. Canada
  • 3.2.2. US
• 3.3. Europe
  • 3.3.1. Germany
  • 3.3.2. UK
  • 3.3.3. Rest of Europe
• 3.4. Asia Pacific
  • 3.4.1. Australia
  • 3.4.2. Japan

4. Market Forecasts

• 4.1. Introduction
• 4.2. Assumptions
• 4.3. Annual Expected Output
• 4.4. Annual Expected Value of Power Traded
• 4.5. Regional Forecast

5. Conclusions and Recommendations

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes