聚光太阳能 (CSP)：利用颠覆性技术加速增长

通过提高运营效率和与热能存储技术的集成，聚光太阳能 (CSP) 将变得更具竞争力。

本报告调查了世界上聚光太阳能发电 (CSP) 的新技术和颠覆性技术，分析了影响技术发展和技术引进的各种因素、技术和创新趋势，并分析了法律法规。□知识产权环境、增长分析机会等

内容

战略要务

• 增长问题
• 战略要务 8 (TM)
• 三大战略要务的影响
• 增长机会推动增长PipelineEngine (TM)

增长机会分析

• 分析范围
• CSP 分类
• 推动 CSP 采用的因素
• 阻止引入 CSP 的限制

技术快照

• CSP 的采用率可能会增加，因为性能参数优于 PV
• CLFR 系统很可能在未来几年内成为占主导地位的 CSP 技术
• TES 和绿色氢为零排放的未来铺平了道路
• 太阳能发电技术的全球现状
• 比较各种可再生能源发电技术的平准化度电成本 (LCOE)
• CSP 总资本成本和 LCOE 的趋势
• 按组件划分的总安装成本：CSP 电厂类型
• CSP 的总运营和维护成本（按地区划分）

创新生态系统：值得关注的公司

• 使用定日镜产生可再生太阳能的具有成本竞争力的太阳能塔式发电厂
• 具有高光学效率的下一代抛物线槽式 CSP
• 用于可再生能源和工业级热能发电的人工智能太阳能塔式发电厂
• 用于空调和工业加热应用的线性菲涅耳收集器
• 可将普通直射阳光转化为可再生能源的熔盐 CSP 塔式发电厂
• 用于产生工业过程中热量的抛物面太阳能集热器
• 具有从太阳光到电能的高转换效率的抛物面太阳能集热器

监管状况/知识产权分析

• 美国领导 CSP 研发活动：2021 年

增长机会领域

• 增长机会 1：熔盐 TES 集成
• 增长机会 2：研发投资和联盟
• 增长机会 3：CSP 与高温制氢技术的融合

附录

下一步

Improved operational efficiency and integration with thermal energy storage technology will enhance competitive intensity

This research service focuses on new and disruptive technologies in the concentrated solar power (CSP) industry. Solar energy technology has witnessed consistent improvements in terms of energy and cost efficiency. While solar photovoltaics is currently the most widely adopted method of solar energy utilization, CSP technology has several features which make it an attractive alternative at the utility scale for energy generation and heating applications. The key advantage of a CSP system is its ability to store excess electricity in the form of thermal energy. CSP technologies generate electricity by utilizing mirrors to reflect, concentrate, and direct incident sunlight onto a specific point to create thermal energy. This thermal energy can then be either stored in thermal energy storage devices or used to create steam to drive turbines for electricity generation. This enables CSP to be the source of both electrical and thermal energy and find applications in heat recovery. However, despite the ability to offer better conversion efficiencies, the capital expenditure of CSP technology is hindering deployment.

This study provides the following:

• An overview of new and disruptive CSP technologies along with their benefits, drawbacks, and applications

• A comparison of different types of CSP technologies in terms of energy efficiency and overall costs

• A patent analysis of CSP technologies

• An analysis of the factors driving and restraining the growth of the CSP industry

• An analysis of the growth opportunities emerging in the CSP industry that stakeholders and market players can leverage

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Concentrated Solar Power (CSP) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Research Methodology

Growth Opportunity Analysis

• Scope of Analysis
• Segmentation of CSP
• Growth Drivers Enhancing the Adoption of CSP
• Growth Restraints Hindering the Adoption of CSP

Technology Snapshot

• CSP Adoption Likely to Increase, Driven by Performance Parameters Superior to that of PVs
• CLFR Systems Likely to be the Prominent CSP Technology in the Coming Years
• TES and Green Hydrogen to Pave the Way for a Zero-emission Future
• Global Status of Solar Energy Generation Technologies
• Levelized Cost of Electricity (LCOE) Comparison of Various Renewable Energy Generation Technologies
• Total Capital Costs and LCOE Trends for CSP
• Total Installed Costs by Components: Types of CSP Plants, 2021
• Total Operations & Maintenance Costs for CSP by Region

Innovation Ecosystem: Companies to Watch

• Cost Competitive Solar Tower Power Plants Using Heliostats to Generate Renewable Solar Power
• Next-generation Parabolic-trough-based CSP with High Optical Efficiency
• AI-powered Solar Tower Power Plants for Renewable Energy and Industrial-grade Heat Generation
• Linear Fresnel Collectors for Air Conditioning and Industrial Heating Applications
• Molten-salt-based CSP Tower Plants that Convert Direct Normal Irradiation to Renewable Energy
• Parabolic Solar Collectors for Generating Heat used for Industrial Processes
• Paraboloidal Solar Collectors with High Solar-to-Electric Conversion Efficiency

Regulatory Landscape and IP Analysis

• United States Leads in CSP R&D Activity as of 2021

Growth Opportunity Universe

• Growth Opportunity 1: Integration of Molten-salt-based TES
• Growth Opportunity 1: Integration of Molten-salt-based TES (continued)
• Growth Opportunity 2: R&D Investments and Partnerships
• Growth Opportunity 2: R&D Investments and Partnerships (continued)
• Growth Opportunity 3: Integration of CSP with High-temperature Hydrogen Production Technologies
• Growth Opportunity 3: Integration of CSP with High-temperature Hydrogen Production Technologies (continued)

Appendix

• Technology Readiness Levels (TRL): Explanation

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