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发电设备

市场调查报告书

商品编码

1560874

全球发电市场 - 2024 - 2031

Global Power Generation Market - 2024 - 2031

出版日期: 2024年09月23日 | 出版商:

DataM Intelligence | 英文 224 Pages | 商品交期: 最快1-2个工作天内

价格

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简介目录

报告概述

全球发电市场将于 2023 年达到 16 亿美元，预计到 2031 年将达到 22 亿美元，2024-2031 年预测期间复合年增长率为 4.1%。

在当代经济中，电力是一种基本资源，越来越有助于提供能源服务。家庭收入的增加、交通和供暖的电气化以及对数位连接设备和空调的需求不断增长都是预计将推高电力需求的因素。

根据《世界能源展望》，预计到 2040 年，全球电力消耗将以每年 2.1% 的速度成长，是既定政策情境中一次能源需求成长的两倍。此外，到2050年，关键终端使用部门的电气化预计将使电力需求增加一倍。

过去一年新开发的风能和太阳能光伏专案使再生能源发电量增加了近3%。再生能源通常先于传统电力部署。此外，随着技术不断快速进步，许多国家、企业和地区正在采用永续能源生产，导致产业迅速转型。发电技术取得多项突破。

市场动态

不断发展的基础设施发展和永续能源倡议

在多种因素的推动下，发电行业出现了巨大的需求，包括人口增长以及快速城市化带来的用户数量的增加。预计未来能源服务份额的成长将推动电力需求。一个国家的经济发展是透过其电力基础设施的扩张来促进的。它有助于一个国家的整体福祉。

加快现有电力基础设施的发展和建立新的电力基础设施对于经济扩张至关重要。全球多个国家，特别是发展中国家，越来越多地采用永续方法来提供具有成本效益的电力。全球工业化国家和发展中国家的发电投资都在增加，预计这一趋势将对市场扩张产生重大影响。

化石燃料发电厂的相继关闭，风能、太阳能、小水力发电和其他可再生能源发电的不断增加，对电动车和热泵的需求不断增加，以及透过互连器不断增长的出口需求，导致对输配电(T&D) 线路的安装。这为各大公司创造了几个前景。

基础建设落后、投资停滞

目前的发电设备和系统主要依赖落后的基础设施，这对其满足日益增长的先进电力需求的能力提出了极大的挑战。发展中国家基础设施老化问题特别突出，现有基础建设的更新换代需要大量投资，市场障碍突出。

电力产业投资停滞是市场扩张的最大障碍。燃煤电厂的投资已经下降了11%，而天然气丰富的已开发经济体的投资延迟则影响了燃气生产的投资。

细分市场分析

全球发电市场根据来源、电网、最终用户和地区进行细分。

不可再生能源主导市场

几个重要原因在很大程度上导致了不可再生部门占据最大比例。最重要的是，目前包括煤炭、天然气和石油在内的不可再生能源的基础设施是全面且完善的。燃煤火力发电厂是火力发电厂的主要类型，预计到 2025 年将成为全球电力供应的主要贡献者。

超超临界煤炭技术等先进技术可大幅降低每千瓦污染物排放量，预计取代过时的发电厂。根据能源研究所《2023年世界能源统计回顾》，2022年，燃煤火力发电厂占世界发电绝对产量的大部分。比由2020年的35.1%上升至35.37%。

几十年来，这些传统能源一直是全球电力生产的基本支撑，确保了可靠、稳定的能源流入。它们先进的技术能力和成本效益使它们成为许多领域的首选，特别是在转向再生能源的过程在财务或后勤方面仍然困难的情况下。

市场地域占有率

亚太地区发电市场预计占最大份额

亚太地区拥有全球50%以上的人口和60%的主要城市中心。未来几年，由于人口快速成长和城市化，非洲大陆的电力消耗将激增，这将导致数百万新消费者获得能源。具体来说，能源研究所《2023年世界能源统计回顾》报告称，该地区主要能源消耗从2013年的220.48艾焦耳上升到2022年的277.60艾焦耳。

为了向这些地区提供电力，相关国家正在大量投资建设输电线路网路。中国对该地区的电力市场拥有重要控制力，能源产业正向清洁和永续能源转型，目标是减少碳排放，到2060年实现净零碳排放。

此外，中国拥有世界上最大的再生能源装置容量。中国国家能源局报告称，2022年底，中国再生能源装置容量达到1,213吉瓦，约占总发电装置容量的47.3%。具体而言，中国政府于2022年宣布打算在戈壁沙漠地区建造450吉瓦的太阳能和风力发电设施，以实现2030年的再生能源目标。

根据国际能源总署（IEA）报告，印度是全球第三大能源消费国。这归因于收入水平的提高和生活水平的提高，直接促进了该国电力市场的成长。未来几年，大量印度家庭将购买新电器和空调，推动对发电系统的需求。

市场竞争格局

该市场的主要全球参与者包括中国国家电网公司、Engie SA、Electricite de France SA、Iberdrola, SA、国家热电有限公司、NTPC Ltd、埃克森美孚、雪佛龙公司、ABB Ltd, Inc.、AES Corporation 和华能电力国际公司

俄乌战争影响分析

俄罗斯和乌克兰之间持续的衝突严重影响了欧洲的电力生产产业，揭示了该地区对俄罗斯化石燃料投入的严重依赖。鑑于欧洲41%的天然气进口、27%的石油和46%的煤炭进口依赖俄罗斯，持续的衝突导致了供应危机，迫使欧洲国家迅速扩大能源供应。

儘管化石燃料在能源结构中仍占主导地位，但人们对再生能源的兴趣重新燃起，并共同努力加速脱碳立法。此外，这场衝突引发了人们对能源依赖相关的地缘政治陷阱的关注，导致欧盟积极寻求其他供应商并提高能源效率，以减少对俄罗斯的依赖。

紧接着，欧洲国家在获得充足的能源供应方面遇到了巨大困难，导致价格不稳定和潜在的能源短缺。近年来，由于其假定的过渡燃料功能，天然气使用量不断增加，但由于衝突中断了供应网络，现在已被证明很容易受到影响。

按来源

不可再生

化石燃料

核

再生能源

水力发电

风力

太阳能光电

其他的

透过网格

离网

并网

按最终用户

工业的

商业的

住宅

运输

按地区

北美洲

我们

加拿大

墨西哥

欧洲

德国

英国

法国

义大利

西班牙

欧洲其他地区

南美洲

巴西

阿根廷

南美洲其他地区

亚太

中国

印度

日本

澳洲

亚太其他地区

中东和非洲

主要进展

2022年，国家热电公司（NTPC）和巴拉特重型电气公司（BHEL）在特伦甘纳邦联合建立了印度最大的浮动太阳能发电厂，装置容量为100兆瓦。该设施预计每年可减少 21 万吨二氧化碳排放。

GE Vernova 于2024 年5 月确认了16 台LM6000VELOX 航改燃气涡轮机成套解决方案的订单，其中包括一台LM6000 涡轮机和发电机。金斯顿能源综合体。

为什么购买报告？

根据来源、电网、最终用户和地区可视化全球发电市场细分，并了解关键商业资产和参与者。

透过分析趋势和共同开发来识别商业机会。

Excel资料表包含发电市场所有细分市场的大量资料点。

PDF 报告由详尽的质性访谈和深入研究后的综合分析组成。

产品映射以 Excel 形式提供，包含所有主要参与者的关键产品。

全球发电市场报告将提供约 86 个表格、85 个图表和 224 页。

2024 年目标受众

製造商/买家

产业投资者/投资银行家

研究专业人员

新兴公司

In contemporary economies, electricity is a fundamental resource that is increasingly contributing to the provision of energy services. Rising household incomes, the electrification of transportation and heating and the growing need for digitally connected devices and air conditioning are all factors that are expected to drive up electricity demand.

According to World Energy Outlook, the global electricity consumption is projected to grow at a pace of 2.1% year until 2040, which is twice the rate of primary energy demand in the Stated Policies Scenario. In addition, the electrification of key end-use sectors is projected to increase power demand by double by 2050. Moreover, it is estimated that renewable energy production would constitute for over 50% of the whole electricity generation after 2035.

New wind and solar PV projects developed over the past year have contributed to a nearly 3% increase in renewable electricity generation. Renewables are typically deployed before conventional sources of electricity. Furthermore, as technology continues to progress quickly, numerous countries, corporations and regions are adopting sustainable energy production, leading to a swift transformation of the industry. Numerous breakthroughs have been made in power generation technologies.

Market Dynamics

Growing Infrastructure Development and Sustainable Energy Initiatives

The electricity generation industry has seen significant demand driven by several factors, including the growing population and the subsequent rise in the number of users resulting from rapid urbanization. Expected future growth in the share of energy services is projected to drive up the demand for power. Economic development of a country is facilitated by the expansion of its electricity infrastructure components. It contributes to the general well-being of a nation.

Accelerating the development of the current power infrastructure and establishing new power infrastructure is crucial for the economic expansion. Sustainable methods are increasingly being adopted to enable the provision of cost-effective electricity in several countries worldwide, particularly in developing nations. Increased investments in power generation have been observed in both industrialized and developing countries worldwide and this trend is anticipated to have a substantial impact on market expansion.

The successive shutdowns of fossil-fueled power plants, the growing presence of wind, solar, small hydro and other renewable power generation sources, the increasing demand for electric vehicles and heat pumps and the growing export needs through interconnectors have led to a higher need for the installation of Transmission and Distributions (T&D) lines. This has created several prospects for the major companies.

Outdated Infrastructure and Investment Stagnation

The current generating equipment and system primarily depend on outdated infrastructure, which greatly challenges their ability to satisfy the increasing advanced electricity demand. Developing countries are particularly afflicted by infrastructure aging issues, since the replacement of existing infrastructure necessitates substantial investment, so posing a prominent obstacle to the market.

The stagnation in investment in the power industries poses the most significant obstacle to market expansion. The investment in the coal-fired plant has already decreased by 11%, while the investment in gas-fired production is being impacted by delays in developed economies abundant in natural gas.

Market Segment Analysis

The global power generation market is segmented based on source, grid, end-user and region.

Non-Renewable Sources Dominated The Market

Several significant reasons largely contributed to the non-renewable sector capturing the largest proportion. Above all, the current infrastructure for non-renewable energy sources, including coal, natural gas and oil, is comprehensive and well-established. Coal thermal power stations are the predominant type of thermal power plant and are projected to become the dominant contributor to the global electricity supply by 2025.

Advanced technologies such as Ultra Supercritical Coal Technology, which significantly decrease pollutants per kilowatt, are expected to supplant outdated power plants. According to the Energy Institute Statistical Review of World Energy 2023, a coal-fired thermal power plant accounted for the majority of absolute world power production in 2022. On a global scale, coal continued to be the primary fuel for power production in 2022, with its proportion rising to 35.37% from 35.1% in 2020. By 2022, the total electricity generated from coal had reached 10317.2 terawatt-hours.

For decades, these conventional energy sources have served as the fundamental support for worldwide power production, ensuring a dependable and steady influx of energy. Their advanced technological capabilities and cost-effectiveness make them the preferred option for many areas, particularly if the process of shifting to renewable energy remains financially or logistically difficult.

Market Geographical Share

The Power Generation Market In Asia Pacific Is Estimated To Account For The Largest Share

Asia-Pacific holds over 50% of the world's population and 60% of the major urban centers. In the next years, this continent will experience a surge in power consumption due to the rapid population increase and urbanization, which will result in millions of new consumers having access to energy. Specifically, the Energy Institute Statistical Review of World Energy 2023 reports that the main energy consumption in the region rose from 220.48 exajoules in 2013 to 277.60 exajoules in 2022.

In order to provide power to these regions, the involved countries are making substantial investments in the construction of a transmission line network. China exerts significant control over the power market in the region and the energy industry is undergoing a shift towards cleaner and sustainable energy sources with the aim of mitigating carbon emissions and attaining net zero carbon emissions by 2060.

Furthermore, China has the largest renewable installed capacity in the world. The National Energy Administration of China reported that the country's renewable installed capacity reached 1,213 GW by the end of 2022, representing around 47.3% of the overall installed generation capacity. Specifically, in 2022, the Chinese government declared its intention to construct 450 gigawatts of solar and wind generating facilities in the Gobi Desert areas in order to meet the renewable energy goal by 2030.

India ranks as the third highest energy consumer country worldwide, as reported by the International Energy Agency (IEA). It attributed to the increasing income levels and progressing living standards, which directly contribute to the growth of the power market in the country. In the next years, a significant number of Indian families will purchase new appliances and air-conditioners, driving the demand for power generation systems.

Market Competitive Landscape

The major global players in the market include State Grid Corporation of China, Engie SA, Electricite de France S.A., Iberdrola, S.A., National Thermal Power Corporation Limited, NTPC Ltd, ExxonMobil, Chevron Corporation, ABB Ltd, Inc., AES Corporation and Huaneng Power International, Inc.

Russia-Ukraine War Impact Analysis

The ongoing conflict between Russia and Ukraine has significantly affected the electricity production industry in Europe, revealing the region's significant dependence on Russian fossil fuel inputs. Given Europe's reliance on Russia for 41% of its natural gas imports, 27% of oil and 46% of coal, the ongoing conflict has resulted in a supply crisis, compelling European nations to expand their energy streams swiftly.

Despite the residual dominance of fossil fuels in the energy mix, there has been a resurgence of interest in renewable energy and a concerted effort to expedite decarbonization legislation. Furthermore, the conflict has brought attention to the geopolitical pitfalls associated with energy dependence, leading the European Union to actively pursue other suppliers and enhance energy efficiency in order to decrease its dependence on Russia.

In the immediate aftermath, European countries have seen substantial difficulties in obtaining adequate energy supplies, resulting in price instability and the potential for energy shortages. The escalating gas usage in recent years, propelled by its presumed function as a transitional fuel, has now proven to be a susceptibility as the conflict interrupts supply networks.

By Source

Non-Renewable

Fossil Fuel

Nuclear

Renewable

Hydropower

Wind Power

Solar PV

Others

By Grid

Off-Grid

On-Grid

By End-User

Industrial

Commercial

Residential

Transportation

By Region

North America

Canada

Mexico

Europe

Germany

France

Italy

Spain

Rest of Europe

South America

Brazil

Argentina

Rest of South America

Asia-Pacific

China

India

Japan

Australia

Rest of Asia-Pacific

Middle East and Africa

Key Developments

In 2022, the National Thermal Power Corporation (NTPC) and Bharat Heavy Electricals (BHEL) jointly established the largest floating solar power plant in India, with a capacity of 100 MW, in the state of Telangana. This facility is expected to provide an annual reduction of 2,10,000 tonnes in carbon dioxide emissions.

The order for 16 LM6000VELOX aeroderivative gas turbine package solutions, which include an LM6000 turbine and generator, was confirmed by GE Vernova in May 2024. These units will be installed at the Kingston Energy Complex of Tennessee Valley Authority (TVA) in Kingston, Tennessee, with the goal of generating a maximum of 850 megawatts of power.

Why Purchase the Report?

To visualize the global power generation market segmentation based on source, grid, end-user and region, as well as understand key commercial assets and players.

Identify commercial opportunities by analyzing trends and co-development.

Excel data sheet with numerous data points of the power generation market with all segments.

PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.

Product mapping available as Excel consisting of key products of all the major players.

The global power generation market report would provide approximately 86 tables, 85 figures and 224 pages.

Target Audience 2024

Manufacturers/ Buyers

Industry Investors/Investment Bankers

Research Professionals

Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Source
3.2. Snippet by Grid
3.3. Snippet by End-User
3.4. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Growing Infrastructure Development and Sustainable Energy Initiatives
- 4.1.2. Restraints
  - 4.1.2.1. Outdated Infrastructure and Investment Stagnation
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia-Ukraine War Impact Analysis
5.6. DMI Opinion

6. By Source

6.1. Introduction
- 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 6.1.2. Market Attractiveness Index, By Source
6.2. Non-Renewable*
- 6.2.1. Introduction
- 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
- 6.2.3. Fossil Fuel
- 6.2.4. Nuclear
6.3. Renewable
- 6.3.1. Hydropower
- 6.3.2. Wind Power
- 6.3.3. Solar PV
- 6.3.4. Others

7. By Grid

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Grid
- 7.1.2. Market Attractiveness Index, By Grid
7.2. Off-Grid*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. On-Grid

8. By End-User

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 8.1.2. Market Attractiveness Index, By End-User
8.2. Industrial*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Commercial
8.4. Residential
8.5. Transportation

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Grid
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.6.1. The US
  - 9.2.6.2. Canada
  - 9.2.6.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Grid
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.6.1. Germany
  - 9.3.6.2. UK
  - 9.3.6.3. France
  - 9.3.6.4. Italy
  - 9.3.6.5. Spain
  - 9.3.6.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Grid
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.6.1. Brazil
  - 9.4.6.2. Argentina
  - 9.4.6.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Grid
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.6.1. China
  - 9.5.6.2. India
  - 9.5.6.3. Japan
  - 9.5.6.4. Australia
  - 9.5.6.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Grid
- 9.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. State Grid Corporation of China*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. Engie SA
11.3. Electricite de France S.A.
11.4. Iberdrola, S.A.
11.5. National Thermal Power Corp. Ltd.
11.6. NTPC Ltd
11.7. ExxonMobil
11.8. Chevron Corporation
11.9. ABB Ltd, Inc.
11.10. AES Corporation
11.11. Huaneng Power International, Inc (*LIST NOT EXHAUSTIVE)