美国的能源转型是水资源转型:电力产业发展带来的五大新机会
市场调查报告书
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1645171

美国的能源转型是水资源转型:电力产业发展带来的五大新机会

U.S. Energy Transition Is a Water Transition: Five Emerging Opportunities Influenced by an Evolving Power Sector

出版日期: | 出版商: Bluefield Research | 英文 | 商品交期: 最快1-2个工作天内

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简介目录

美国的能源转型正在推动电力生产的变革,从煤炭到天然气,以及最近加速采用风能和太阳能等再生能源。氢能、电池和核能復兴等新技术正在扩大我们的能源生产选择。

能源转型本质上也是水资源转型,因为美国电力产业仍然是美国最大的耗水部门之一。在监管要求、技术进步和《通膨削减法案》等联邦激励措施的推动下,这一转变正在重塑电力生产和该行业巨大的水足迹。

本报告研究了美国水务产业,强调了影响电力产业的关键因素以及水务产业成长的新机会。

拿起的企业

  • Acciona
  • AECOM
  • AES Water Solutions
  • Airbus
  • Anglo American
  • Arup
  • Ballard
  • BHE Renewables
  • BHP
  • Black & Veatch
  • Bloom Energy
  • Bosch
  • BP
  • Burns & McDonnell
  • BWT
  • Chevron
  • CHN Energy Investment Corporation
  • Cummins
  • De Nora Water Technologies
  • DuPont
  • Ecolab
  • EDF Renewables
  • EDP Renewables
  • Endesa
  • Enel
  • Engie
  • Eni SpA
  • Equinor
  • Eurowater
  • Evoqua Water Technologies
  • ExxonMobil
  • Flowserve
  • FPL
  • GHD
  • Grundfos
  • Hydrogenics
  • Hyundai
  • Iberdrola
  • ITM Power
  • Jacobs
  • John Cockerill
  • Kiewit Corporation
  • McPhy
  • Mott MacDonald
  • National Grid
  • Nel Hydrogen
  • NextEra
  • orsted
  • Ovivo
  • Plug Power Inc.
  • Renault
  • Repsol
  • RWE AG
  • Shell
  • Siemens
  • SUEZ
  • SWECO
  • Thyssenkrupp
  • Toray Industries
  • Total Environmental Solutions
  • Vale S.A.
  • Veolia
  • Vinci SA
  • Worley
  • Xylem

目录

第1章 电力的供需的变化

  • 电力产业对水资源的渴求
  • 能源转型正在重塑美国电力燃料结构
  • 明确火力发电国对水的依赖程度
  • 电力需求呈上升趋势
  • 下一阶段的电力需求
  • 高成长产业推动对水管理解决方案的需求

第2章 电力的水足迹

  • 水力发电厂转向节水冷却
  • 依燃料类型划分的需水量
  • 水力发电厂转向节水冷却
  • 发电增加了地理用水需求并带来了风险

第3章 促进水资源管理的机会的市场破坏者

  • 大型科技公司的用水需求日益增加
  • 清理我们的煤炭遗产
  • 氢能出现在再生能源领域
  • 天然气中游水
  • 电池供应链导致水需求激增
简介目录

The U.S. energy transition is driving a transformative shift in power generation, moving from coal to natural gas and, more recently, accelerating the adoption of renewables like wind and solar. Emerging technologies such as hydrogen, battery storage, and a resurgence in nuclear power are expanding the portfolio of energy generation options.

The energy transition is, in essence, also a water transition, as the U.S. power sector remains one of the nation's largest water consumers. Driven by regulatory mandates, technological advances, and federal incentives like the Inflation Reduction Act, this shift is reshaping electricity generation and the sector's significant water footprint.

Bluefield Research's team of water experts has developed this Insight Report to illuminate the key factors influencing the U.S. power sector and uncover emerging growth opportunities within the water sector.

Companies Mentioned:

  • Acciona
  • AECOM
  • AES Water Solutions
  • Airbus
  • Anglo American
  • Arup
  • Ballard
  • BHE Renewables
  • BHP
  • Black & Veatch
  • Bloom Energy
  • Bosch
  • BP
  • Burns & McDonnell
  • BWT
  • Chevron
  • CHN Energy Investment Corporation
  • Cummins
  • De Nora Water Technologies
  • DuPont
  • Ecolab
  • EDF Renewables
  • EDP Renewables
  • Endesa
  • Enel
  • Engie
  • Eni SpA
  • Equinor
  • Eurowater
  • Evoqua Water Technologies
  • ExxonMobil
  • Flowserve
  • FPL
  • GHD
  • Grundfos
  • Hydrogenics
  • Hyundai
  • Iberdrola
  • ITM Power
  • Jacobs
  • John Cockerill
  • Kiewit Corporation
  • McPhy
  • Mott MacDonald
  • National Grid
  • Nel Hydrogen
  • NextEra
  • orsted
  • Ovivo
  • Plug Power Inc.
  • Renault
  • Repsol
  • RWE AG
  • Shell
  • Siemens
  • SUEZ
  • SWECO
  • Thyssenkrupp
  • Toray Industries
  • Total Environmental Solutions
  • Vale S.A.
  • Veolia
  • Vinci SA
  • Worley
  • Xylem

Table of Contents

Section 1: Electric Power's Changing Supply & Demand Profile

  • The Power Sector's Thirst for Water
  • The Energy Transition Is Reshaping the U.S. Electricity Fuel Mix
  • Highlighting Water Dependency of Thermal-Powered States
  • Electric Power Demand Poised for Uptick
  • Power Demand Transitions to Next Phase
  • High-Growth Industries Drive Demand for Water Management Solutions

Section 2: Electric Power's Water Footprint

  • Water Plants Shift Toward Water-Efficient Cooling
  • Water Requirements by Fuel Type
  • Water Plants Shift Toward Water-Efficient Cooling
  • Generation Fuels Geographic Water Demand and Risks

Section 3: Market Disruptors Driving Water Management Opportunities

  • 3.1. Big Tech's Thirst for Water is on the Rise
  • 3.2. Cleaning Up Coal's Legacy
  • 3.3. Hydrogen Hits the Renewable Horizon
  • 3.4. Midstream Water for Natural Gas
  • 3.5. Battery Supply Chain Sparks Surge in Water Demand