印度电力市场：增长机会

印度电力市场的规模受到经济快速变化和脱碳需求等因素的推动。

本报告考察了印度电力市场，并提供了全面的信息，包括市场概况、增长机会和战略考虑。

内容

战略要务

• 为什么成长越来越难？
• 战略要务 8 (TM)
• 三大战略要务对印度电力市场的影响
• 刺激增长管道引擎 (TM) 的增长机会

增长机会分析

• 主要结果
• 分析范围
• 细分市场定义
• 主要竞争对手
• 印度电力市场的结构
• 印度电力行业时间表
• 印度电力市场的驱动力
• 印度电力市场的製约因素
• 塑造印度电力市场的主要趋势
• 电力需求强劲增长 - 人均消费增加
• 电力需求显着增加 - 装机容量显着增加
• 可再生能源的兴起 - 太阳能主导产能增长
• 可再生能源的兴起 - 整体增长的基本激励措施
• 可再生能源的兴起 - 太阳能和风能主导新装置
• 可再生能源的兴起 - 巨大的水电潜力
• 可再生能源的兴起 - 太阳能的机遇
• 可再生能源的兴起 - 风力发电机会
• 可再生能源的兴起 - 竞争格局
• 煤炭的主要作用 - 儘管存在气候问题，但更喜欢煤炭
• 煤炭的主要作用 - 10 年内运营的新工厂
• 煤炭的主要作用 - 煤炭的机遇
• 煤炭的主要作用-煤炭经济学
• 免费电力市场不断扩大
• 不断扩大的免费电力市场 - 市场的未来展望
• 电力交易的兴起 - 扩大印度的电力交易
• 电力交易增加 - REC 和 ESCert
• 电力交易增加 - 开放获取
• 电网的主要挑战 - 增加输配电网络
• 电网的主要挑战 - Discom 混乱
• 电网的主要挑战 - Discom 损失增加
• 电网的主要挑战 - 临界状态损耗
• 大规模引入智能电錶 - 减少损失的重要一步
• 大规模部署智能电錶 - 现状
• 大规模部署智能电錶 - 8 年内 2.5 亿个电錶
• 智能电錶的大规模采用 - 主要优势
• 增加能量储存
• 增加能量储存
• 增加储能 - 印度重点电池储能项目
• 增加储能 - 印度的机遇
• 能源存储兴起 - 印度的电池存储机会
• 增加电池存储 - 印度的主要参与者

增长机会宇宙

• 增长机会 1 - 提高可再生能源渗透率
• 增长机会 2 - 增加企业购电协议
• 增长机会 3 - 併购投资机会
• 增长机会 4 - 价值链
• 增长机会 5 - 集团内部发电厂
• 缩写
• 图表列表
• 免责声明

Rapid Economic Changes and the Need to Decarbonize are Driving Transformational Growth

The study traces the development of the Indian electricity market, providing key forecasts for the Indian power sector. The study focuses on renewable energy (RE), new technologies, and future investment destinations in India.

India is the third-largest power producer in the world, behind China and the United States. However, the country has been facing legacy issues in power distribution, with large amounts of power being lost during transmission. This, along with the free power given to the agriculture sector and other consumers, has incurred heavy losses for distribution companies.

This study looks at the measures the government and other bodies are taking to tackle the challenges in the electricity market. It identifies opportunities for growth for market players of different sizes. The study also determines areas that will give stiff competition to the power plants in the country. The market trends have been analyzed for 2020 to 2030, with the base year being 2021.

Key Issues Addressed:

• What is the current state of the market? How strong will growth be between 2020 and 2050?

• What is the state of the various power sources in the country? How will they evolve?

• How and why does coal power dominate the market? How will the use of coal power reduce by 2050?

• Which are the key regions for the growth of the RE power market? How is it going to transform in the future? Who are the key competitors in the market?

• How is power trading evolving? How is it expected to change the electricity market in the future?

• What are the new technologies that are being installed in the metering and energy storage spaces?

• What are the key growth opportunities in the market?

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Indian Electricity Market
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Main Findings
• Scope of Analysis
• Market Segment Definitions
• Key Competitors
• Structure of the Indian Power Market
• The Structure of the Indian Power Market (continued)
• The Timeline of the Power Sector in India
• Growth Drivers for the Indian Electricity Market
• Growth Restraints for the Indian Electricity Market
• Major Trends Shaping the Indian Power Market
• Major Trends Shaping the Indian Power Market (continued)
• Strong Electricity Demand Growth-Per Capita Consumption to Increase from a Low Volume
• Strong Growth in Electricity Demand-Significant Increase in Installed Capacity
• The Rise of Renewables-Solar to Dominate Capacity Increases
• The Rise of Renewables-Incentives Essential to Overall Growth
• The Rise of Renewables-Solar and Wind Dominating New Installations
• The Rise of Renewables-Significant Hydropower Potential
• The Rise of Renewables-Solar Opportunities
• The Rise of Renewables-Wind Opportunities
• The Rise of Renewables-Competitive Landscape
• Coal's Main Role-Preference for Coal Despite Climate Concerns
• Coal's Vital Role-New Plants Moving Online throughout the Decade
• Coal's Main Role-Coal Opportunities
• Coal's Main Role-Economics of Coal
• The Continued Expansion of the Free Power Market
• The Continued Expansion of the Free Power Market-The Future of the Market
• The Power Trading Increases-The Expansion of India's Power Exchanges
• The Increase of Power Trading-RECs and ESCerts
• The Increase in Power Trading-Open Access
• The Increase in Power Trading-Open Access (continued)
• The Grid's Main Challenges-Increasing T&D Networks
• The Grid's Main Challenges-Discoms in Disarray
• The Grid's Main Challenges-Discom Losses Mount
• The Grid's Main Challenges-Discom Losses Mount (continued)
• The Grid's Main Challenges-Important State Losses
• Mass Deployment of Smart Metering-Essential Steps to Reduce Losses
• Mass Deployment of Smart Metering-The Status Today
• Mass Deployment of Smart Metering-250 Million Meters in 8 Years
• Mass Deployment of Smart Metering-Main Benefits
• Energy Storage Increase
• Energy Storage Increase
• Energy Storage Increase-Important Battery Storage Projects in India
• Energy Storage Increase-Opportunities in India
• Energy Storage Increase-Battery Storage Opportunities in India
• Battery Storage Increase-Important Companies in India

Growth Opportunity Universe

• Growth Opportunity 1-Increased RE Penetration
• Growth Opportunity 1-Increased RE Penetration (continued)
• Growth Opportunity 2-Increase in Corporate PPAs
• Growth Opportunity 2-Increase in Corporate PPAs (continued)
• Growth Opportunity 3-Merger and Acquisition Investment Opportunities
• Growth Opportunity 3-Merger and Acquisition Investment Opportunities (continued)
• Growth Opportunity 4-Value Chain
• Growth Opportunity 4-Value Chain (continued)
• Growth Opportunity 5-Group Captive Power Plants
• Growth Opportunity 5-Group Captive Power Plants (continued)
• Abbreviations
• List of Exhibits
• Legal Disclaimer