DER (分散型エネルギー源)は製造企業向けオンサイトエネルギーの機会を生み出す

産業規模の製造企業は、世界のエネルギー消費全体の40%を占めています。DER (分散型エネルギー源) 技術のコスト低下、進化する資金調達メカニズム、および新しいビジネスモデルにより、公共料金を節約し、サステナビリティ目標を達成しようとする製造企業は、オンサイトエネルギー管理を改善することが可能となっています。

当レポートでは、製造企業におけるオンサイトエネルギーの機会について調査し、エネルギー削減目標の達成とオンサイトにおけるエネルギー使用の管理方法、製造企業がDERを展開するにあたって使用する資金調達メカニズム・ビジネスモデル、製造業におけるオンサイトエネルギー管理委市場の成熟度などについて、考察しています。

序文

背景

提言

サステナビリティ目標は産業用オンサイトエネルギー管理を促進

• 産業効率を改善するサステナビリティ目標が標準に
• 企業のサステナビリティ管理者はサステナビリティコミットメントの物理的デモンストレーションを模索
• オペレーションの柔軟性は産業の製造企業がサステナビリティ目標を達成するのに役立つ

ビジネスモデルの選択がオンサイトエネルギー管理プロジェクトを作る、または壊す

• サステナビリティの取り組みにも関わらず、企業の意思決定は経済的利益および制約に基づく
• CAPEXを削減するという要望はPPAに直面しているオンサイトDERの課題
• 製造サイトにおいてDERを展開するためには、依然として追加資金調達メカニズムが重要

製造企業は複数のDER技術の相乗効果を得る

• 製造企業は産業にわたって独自のエネルギーニーズを持つ
• CHP Plus はエネルギー集約型生産の標準に
• バンドルDERは回収を改善するための戦略的ツールにとどまる
• 複数の技術にわたって価値を積み上げるメカニズムが普及

オンサイトエネルギー管理は、排ガス削減政策および電気料金の上昇に対する防衛策

• サステナビリティ目標の特定
• 総合的なオンサイトエネルギー管理プランニングのサステナビリティ目標を特定
• 独自技術に基づいたカスタマイズドソリューションよりオープン規格を選ぶ、ほか

List of Charts and Figures

• Relevant Technology Bundles Across Manufacturing Industries
• DER Value Stacking Mechanisms for Industrial Manufacturers

List of Tables

• Holistic Valuation Components for DR Participation, Including Utility Benefits

Industrial-scale manufacturers are responsible for 40% of total energy consumption worldwide. As countries in all global regions achieve industrialization status, the manufacturing industry has an opportunity to reshape its relationship with energy through enhanced onsite energy management. The falling costs of distributed energy resources (DER) technologies, evolving financing mechanisms, and new business models are making improved onsite energy management feasible for industrial manufacturers looking to save on utility bills and achieve sustainability goals.

Technologies from onsite generation, energy storage, and fleet electrification technologies can pair with more traditionally implemented energy efficiency and demand response (DR) participation to add new value to manufacturing sites. Manufacturers that reduce emissions are more likely to remain attractive to the customers they supply by helping to reduce supply chain emissions. In addition, physical assets onsite allow manufacturers to demonstrate sustainability leadership. Direct financial benefits through new rebates and tax incentives, market revenue, and utility bill savings are also available.

This ‘Strategy Insight’ report from Navigant Research, a Guidehouse company, explores the drivers for managing large manufacturing energy loads onsite. The report contextualizes energy management decisions within a broader sustainability and clean energy procurement context. It compares a variety of DER to identify the values these technologies bring to the manufacturing vertical. The report also provides corporate energy managers and DER solutions providers with direction as to how to approach developing onsite energy strategies that derive greater value for industrial manufacturers.

Key Questions Addressed:

• How will emissions standards and Scope 3 emissions targets affect the manufacturing industry?

• How can industrial manufacturers meet energy savings targets and manage energy usage onsite?

• Which DER are relevant to industrial manufacturing facilities?

• What financing mechanisms and business models can industrial manufacturers use to deploy DER?

• How mature is the manufacturing onsite energy management market?

• In what ways can multiple DER stack value and generate additional benefits for industrial manufacturers?

• What are the steps to designing an onsite energy strategy for manufacturing companies?

Who Needs This Report:

• DER vendors
• Demand side management program implementers
• Energy as a service providers
• Energy service companies and utilities
• Corporate sustainability directors and energy managers
• Industrial manufacturing facility managers
• Retail energy suppliers
• Investor community

Table of Contents

Spark

Context

Recommendations

Sustainability Targets Drive Industrial Onsite Energy Management

• Sustainability Targets that Improve Industrial Efficiency Become the Norm
  • Case Study: Apple Pressures Solvay and Other Suppliers to Use Clean Energy
• Corporate Sustainability Managers Seek Physical Demonstrations of Sustainability Commitments
• Operational Flexibility Helps Industrial Manufacturers Achieve Sustainability Targets

Business Model Choice Makes or Breaks Onsite Energy Management Projects

• Despite Sustainability Efforts, Corporate Decisions Are Based on Financial Benefits and Constraints
• The Desire to Reduce CAPEX Challenges Onsite DER in the Face of PPAs
• Additional Financing Mechanisms Remain Critical to Deploying DER at Manufacturing Sites
  • Case Study: ArcelorMittal Corporate Energy Management

Manufacturers Capture Synergistic Effects of Multiple DER Technologies

• Manufacturers Across Industries Have Unique Energy Needs
• CHP Plus Becomes the Norm for Energy-Intensive Production
• Bundled DER Remain a Strategic Tool for Improving Payback
• Mechanisms to Stack Value Across Multiple Technologies Are Becoming Prevalent
  • Case Study: Hybrid Battery and Gas Generator to Reduce United Steel Industries Fuel Costs
  • Case Study: Mars Sustainable in a Generation Facility Plan

Onsite Energy Management Hedges Against Emission Reduction Policy and Increasing Electricity Prices

• Identify Sustainability Targets for Holistic Onsite Energy Management Planning
• Note the Variety of DER Solution Sets Capable of Addressing Industrial Energy Needs
• Opt for Open Standards Rather than Customized Solutions Based in Proprietary Technology
• Explore Various Business Models to Improve Financial Feasibility
• Capture the Value Stack and Synergistic Benefits Generated by Multiple DER Technologies