工业电气化的 5 大成长机会：2024 年

Top 5 Growth Opportunities in Industrial Electrification, 2024

出版日期: 2023年12月18日 | 出版商:

Frost & Sullivan | 英文 12 Pages | 商品交期: 最快1-2个工作天内

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简介目录

“多利益相关利益者协作与创新，加速工业部门电气化”

俄罗斯-乌克兰战争和最近的以色列-鹰嘴豆泥战争等地缘政治危机凸显了依赖进口石化燃料所带来的风险和挑战。从2022年起，能源安全将成为全球重要的大趋势，推动对可再生能源发电和其他低碳替代能源的大规模投资。然而，工业部门脱碳的具体进展却相当落后。这一点很重要，因为到 2022 年，工业部门将占总排放的 29% 左右，而且这一比例在过去十年中保持相对稳定。

儘管燃料成本不断波动，但由于多种原因，工业界仍坚持使用石化燃料。挑战在于更换现有石化燃料基础设施的初始资本成本很高，特别是现在这些成本甚至更高。电费上涨降低了收益。缺乏政策支持和奖励，政策制定者还有其他优先事项。这一切都是汗水资产的生意，很容易拖延投资。

事情开始改变。在所有产业持续两年的成本上涨之后，成本上涨压力开始缓解，电气化解决方案的技术成本下降速度应快于平均通膨。新的解决方案正在逐渐进入市场。有投资需求的公司越来越担心购买化石资产，这些资产可能在五年内受到更严格的监管。

Geopolitical crises, such as the Russo-Ukrainian War and the recent Israeli-Hamas War, have highlighted the risks and challenges associated with dependency on imported fossil fuels. Energy security has become an important global megatrend since 2022, driving significant investment in renewable generation and other low-carbon alternatives. However, specific progress in the decarbonization of the industrial sector has lagged considerably. This is significant as the industrial sector accounted for approximately 29% of total emissions in 2022, a rate that has been relatively stable for the past decade.

Despite the fuel cost fluctuations, industrial companies have preferred to stick with fossil fuels for numerous reasons. To begin, the high upfront capital cost of replacing existing fossil-fuel-based infrastructure is a challenge, particularly in the current climate in which these costs are even higher. High electricity prices reduce the rate-of-return. Policy support and incentives are lacking, and policymakers have had other priorities. All these considerations make it easier for businesses to 'sweat assets' and delay investment.

Things are starting to change. After two years of cost inflation across all industries, cost inflation pressures are starting to ease, and technology costs for electrification solutions should drop faster than the inflationary average. New solutions are gradually entering the market. Companies that need to make investments are increasingly concerned about purchasing a fossil asset that could be heavily regulated in 5 years.