2024 年拉丁美洲电力与能源展望

Latin American Power & Energy Outlook, 2024

出版日期: 2024年04月26日 | 出版商:

Frost & Sullivan | 英文 79 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

政策支持和较低的计划成本推动可再生能源强劲成长

在预测期（2024-2035年），水力发电将成为拉丁美洲的主要电力源，但可再生能源（RE）也将大幅成长。公共事业太阳能光电和陆域风电占总投资的大部分。拉丁美洲的离岸风能产业远不如欧洲和中国发达，但预计在2030年开始起飞。该地区丰富的天然气资源鼓励对新发电厂的投资。天然气在电力结构中的份额将略有减少。从发电量和绝对量来看，2035年将比2023年成长近50%。这项变化反映出该地区拥有大量天然气蕴藏量，政府热衷于开发天然气并将收益。在智利等国家，经济成长增加了氢的消费量和生产，导致发电总量显着增加。该地区的氢政策框架相对不发达，但这种情况正在改变。

《拉丁美洲电力和能源产业展望》提供了阿根廷、巴西、智利、哥伦比亚、墨西哥和秘鲁的资料和分析，涵盖 2023 年至 2035 年。

主要市场趋势
趋势一——选举季节导致能源政策变化
趋势 2 – 首个 GWh FTM 储存取得进展
趋势 3 – 电网紧张
趋势 4 – 房地产公司购电协议推动产业扩张
趋势5－拉丁美洲正在为绿色H2做准备
趋势 6 – 去中心化成为主流
趋势 7 – 再生能源竞标对于减缓能源转型非常重要
趋势8－生质燃料展现出巨大潜力
趋势9－NG上游活动活性化
趋势10—液化天然气产能不断扩大
趋势 11 - 石油和天然气脱碳：国家石油公司在做什么？
趋势12－首个碳排放交易机制出现

成长发电机

发电投资预测
发电产能预测
发电设备容量及发电量
主要国家年发电投资额

成长动力：发电投资排名前六名的国家

阿根廷：发电投资预测
阿根廷：发电业分析
阿根廷：发电量及发电量
巴西：发电投资预测
巴西：发电业分析
巴西：发电量及发电量
智利：发电投资预测
智利：发电业分析
智利：发电量及发电量
哥伦比亚：发电投资预测
哥伦比亚：发电产业分析
哥伦比亚：发电量及发电量
墨西哥：发电投资预测
墨西哥：发电业分析
墨西哥：发电量及发电量
秘鲁：发电投资预测
秘鲁：发电产业分析
秘鲁：发电能力和发电量

成长机会宇宙

成长机会一：透过水力发电的现代化、改造和数数位化促进脱碳
成长机会2：为商业和工业（C＆I）公司提供能源脱碳服务
成长机会3：中小企业标准化再生能源购电协议

主要结论与未来展望

最佳实践意识

弗罗斯特雷达

下一步

简介目录

Product Code: KA1C-27

Policy Support and Lower Project Costs Drive Strong Renewable Energy Growth

Hydropower will remain the leading source of electricity in Latin America throughout the forecast period (2024 to 2035), but renewable energy (RE) will experience substantial increases. Utility solar photovoltaic (PV) power and onshore wind dominate total investment. Latin America's offshore wind sector is far less developed than those of Europe or China, but this industry will take off after 2030. The region's ample availability of natural gas will drive investments in new power plants. Gas will see a modest decline in its share of the electricity mix; in terms of electricity generated, and in absolute terms, it will be nearly 50% higher in 2035 than it was in 2023. This change reflects the region's substantial reserves of natural gas that governments are keen to both utilize and monetize. Total electricity generated will increase substantially as economic growth drives higher consumption and production of hydrogen in states such as Chile. The region has been relatively slow in developing policy frameworks for hydrogen, but that is changing.

This outlook on the power and energy sectors in Latin America offers data and analysis for the following countries: Argentina, Brazil, Chile, Colombia, Mexico, and Peru. The study period is 2023 to 2035.

Analysis Highlights

Top Predictions for 2024
Top Country Markets
The State of Play for Clean Power-2023
The State of Play for Clean Power-2035

Transformation in the Latin American Power & Energy Industry

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Latin American Power and Energy Industry

Ecosystem

Research Scope
What Does the Power & Energy Sector Outlook Report Include?

Growth Environment

Key Market Trends
Trend 1-Election Season Drives Energy Policy Changes
Trend 2-Progress toward the First GWh of FTM Storage
Trend 3- Grids Undergo Strain
Trend 4-RE Corporate PPAs Drive Industry Expansion
Trend 5-Latin America Gears Up for Green H2
Trend 6-Decentralization Goes Mainstream
Trend 7-RE Bids Are Crucial for Energy Transition Laggards
Trend 8-Biofuel Shows Strong Potential
Trend 9-NG Upstream Activity Is Burgeoning
Trend 10-LNG Capacity Is Scaling Up
Trend 11-O&G Decarbonization: What Are NOCs Doing?
Trend 12-First Carbon-trading Schemes Emerge

Growth Generator

Power Generation Investment Forecast
Power Generation Capacity Forecast
Power Generation Installed Capacity & Electricity Generated
Annual Power Generation Investment by Key Country

Growth Generator: Power Generation Investment for Top 6 Countries

Argentina: Power Generation Investment Forecast
Argentina: Power Generation Industry Analysis
Argentina: Power Generation Installed Capacity & Electricity Generated
Brazil: Power Generation Investment Forecast
Brazil: Power Generation Industry Analysis
Brazil: Power Generation Installed Capacity & Electricity Generated
Chile: Power Generation Investment Forecast
Chile: Power Generation Industry Analysis
Chile: Power Generation Installed Capacity & Electricity Generated
Colombia: Power Generation Investment Forecast
Colombia: Power Generation Industry Analysis
Colombia: Power Generation Installed Capacity & Electricity Generated
Mexico: Power Generation Investment Forecast
Mexico: Power Generation Industry Analysis
Mexico: Power Generation Installed Capacity & Electricity Generated
Peru: Power Generation Investment Forecast
Peru: Power Generation Industry Analysis
Peru: Power Generation Installed Capacity & Electricity Generated

Growth Opportunity Universe

Growth Opportunity 1: Hydropower Modernization, Repowering, and Digitalization to Advance Decarbonization
Growth Opportunity 2: Energy Decarbonization Services for Commercial and Industrial (C&I) Companies
Growth Opportunity 3: Standardized RE PPAs for Small and Medium Enterprises