电力与分散式能源十大成长机会：2024 年

Top 10 Growth Opportunities in Power and Distributed Energy, 2024

出版日期: 2023年12月18日 | 出版商:

Frost & Sullivan | 英文 17 Pages | 商品交期: 最快1-2个工作天内

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“全球电力脱碳加速，投资水平创历史新高”

2023 年是发电投资创纪录的一年，全球计划投资额达 8,400 亿美元，高于 2022 年的 6,110 亿美元。 2023年可再生投资占大部分，太阳能和风电投资总额将达5,280亿美元。气候承诺和支持性监管是全球成长的核心。近年来，中国大幅提高了可再生能源目标（旨在支持国内科技公司）。 2022年通过的美国通膨控制法案将提供前所未有的投资者激励措施，鼓励国内供应链的投资。随着能源安全成为全球大趋势，俄罗斯在 2022 年入侵乌克兰促使欧洲采取行动。

通膨压力是2022年和2023年电力产业面临的主要挑战。太阳能光电成本在 2022 年有所上升，并在 2023 年初进一步上升，但现已开始下降，部分原因是全球供应大幅扩张导致组件成本下降。太阳能发电已经与石化燃料相比具有成本竞争力，并且很可能会继续保持其优势。对于风电而言，情况更为复杂，儘管扩大全球供应链仍面临诸多挑战，但我们预计价格将在 2024 年下半年开始下降。

战略衝动
十大成长机会
成长机会1：太阳能
成长机会2：离岸风力发电
成长机会3：陆域风力发电
成长机会4：设备及零件供应链回流
成长机会 5：购电协议的兴起：替代融资选择
成长机会6：可再生能源和电池的联合供应
成长机会七：低温热力脱碳
成长机会8：需求管理与虚拟电厂
成长机会9：提案先进的服务
成长机会10：合成燃料
下一步
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简介目录

Product Code: MH36-27

"Record-breaking Investment Levels as Power Decarbonisation Accelerates Globally."

2023 was a record-breaking year for power generation investment, with $840 billion invested in projects globally, up from $611 billion in 2022. Renewable energy dominated investment in 2023; solar PV and wind power combined accounted for $528 billion. Climate commitments and supportive regulations are the mainstays of global growth. China has significantly increased its renewable targets in recent years (in part to support domestic technology companies). The US Inflation Reduction Act passed in 2022 provides a degree of investor certainly never seen before and incentives for investment in domestic supply chains. Russia's invasion of Ukraine in 2022 has galvanized Europe to take action, as energy security has become a global megatrend.

Inflationary pressures have been a major challenge for the power sector in 2022 and 2023. Solar PV costs increased in 2022 and increased further early in 2023, but they have already started to fall, mainly because of lower module costs reflecting the massive expansion in global supply. Solar PV, already cost competitive with fossil fuels, will continue to gain an advantage. For wind power, the situation is more complex, with plenty still to do in the expansion of the global supply chain, but prices should start to decline in the second half of 2024.