电力的北美市场成长机会

由于北美的电力市场进化竞争激烈做，加速革新，制定永续的成长策略，对市场参与企业来说日益变得重要。

本报告提供北美的电力市场相关调查分析，促进市场成长的主要趋势预测等资讯。

目录

策略性必要条件

• 成长为何日益变得困难
• The Strategic Imperative 8 (TM)
• 对电力产业的前三名策略性必要条件的影响
• 成长机会促进Growth Pipeline Engine (TM)

成长机会分析

• 促进电力市场成长的主要趋势
• 成长促进因素
• 阻碍成长的要素
• 再生能源增加
• 再生能源出现
• CCUS
• 数位转型和革新
• 电气化
• 能源储存
• 氢经济
• 整合能源趋势与解决方案

成长机会

• 成长机会1:EaaS-A的新投资机会
• 成长机会2:公共产业、聚合商的创新经营模式
• 成长机会3:从消费者转向产消者
• 成长机会4:绿色氢生产的太阳能光伏发电厂房
• 图表的清单
• 免责声明

Acceleration of Renewable Energy (RE) Deployment, Disruptive Technologies, and the Growing Energy Diversification will Shape Growth Strategies

As the North American power market evolves and competition intensifies, it is becoming increasingly important for market participants to accelerate innovation and develop sustainable growth strategies. This Frost & Sullivan study provides a perspective on key trends driving growth in the North American power market. Globally, governments are looking for solutions across sectors to mitigate climate change and support decarbonization, and the renewable energy, carbon capture storage and utilization (CCSU), digitalization, electrification, energy storage, and hydrogen markets hold the most significant opportunities.

The route to decarbonization requires supportive regulatory frameworks that mandate energy efficiency and emission reduction measures across all sectors. To achieve a low-carbon future, significant changes are required. Following the latest COP summit, more than 100 countries pledged their commitment to net-zero emissions by 2050. In North America, Canada announced emissions pledges to reduce total greenhouse gas (GHG) emissions by 40-45% from 2005 levels by 2030, and the United States aims to cut emissions in half by 2030 (50-52% from 2005 levels).

Despite the eclectic market conditions, stakeholders across the North American power value chain exhibited great resilience by developing innovative business models and sustainable practices to increase sales. This resulted in record growth for the power market in 2021. Renewable power generation, storage, and hybrid solutions have been central to decarbonization initiatives by state governments and the commercial and industrial (C&I) sector. In 2022, despite the supply chain constraints, the installation of clean power sources is poised to continue its momentum as demand for sustainable energy solutions accelerates in North America.

Key Issues Addressed:

• What role will renewables, CCSU, digitalization, energy storage, electrification, and hydrogen play in the regional power transition?

• What must happen in the North American power market to enable large-scale decarbonization?

• What can power companies do to reduce their scope 2 emissions?

• What technological developments are in progress to achieve this power transition?

• What will be the most attractive growth opportunities?

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 Power Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Top Trends Driving Power Market Growth
• Growth Drivers
• Growth Restraints
• Increase of Renewables
• Increase of Renewables (continued)
• Emergence of Renewables
• Emergence of Renewables (continued)
• CCUS
• CCUS (continued)
• CCUS (continued)
• CCUS (continued)
• CCUS (continued)
• Digital Transformation and Innovation
• Digital Transformation and Innovation (continued)
• Digital Transformation and Innovation (continued)
• Digital Transformation and Innovation (continued)
• Electrification
• Electrification (continued)
• Electrification (continued)
• Energy Storage
• Energy Storage (continued)
• Energy Storage (continued)
• H2 Economy
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• H2 Economy (continued)
• Integrated Energy Trends and Solutions

Growth Opportunity Universe

• Growth Opportunity 1: EaaS-A New Investment Opportunity
• Growth Opportunity 1: EaaS-A New Investment Opportunity (continued)
• Growth Opportunity 2: Innovative Business Models for Utilities and Aggregators
• Growth Opportunity 2: Innovative Business Models for Utilities and Aggregators (continued)
• Growth Opportunity 3: Shift from Consumer to Prosumer
• Growth Opportunity 3: Shift from Consumer to Prosumer (continued)
• Growth Opportunity 4: Solar PV Plants for Green Hydrogen Production
• Growth Opportunity 4: Solar PV Plants for Green Hydrogen Production (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer