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市场调查报告书
商品编码
1643852
印度电力产业的成长机会（2024-2035 年）Growth Opportunities in the Indian Electricity Industry, 2024-2035 |
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快速的经济变化和脱碳需求将推动转型
它追踪印度电力市场的发展并为印度电力行业提供关键预测。该公司主要关注印度的可再生能源 (RE)、新技术和未来的投资目的地。
印度是继中国和美国之后的世界第三大电力生产国。但它们在电力分配方面面临传统的问题，例如传输过程中大量电力损失。这导致电力分配公司遭受巨大损失，而农业部门和其他消费者却被免费供电。
该研究考察了政府和其他机构为应对电力市场挑战所采取的措施。确定各种规模的市场参与企业的成长机会。它还确定了将为国内发电厂带来激烈竞争的地区。以 2023 年为基准年，对 2024 年至 2035 年的市场趋势进行了分析。
目录
战略问题
- 成长为何变得越来越艰难？
- The Strategic Imperative 8（TM）
- 三大战略问题对印度电力产业的影响
成长机会分析
- 主要发现
- 分析范围
- 发电市场区隔定义
- 电网硬体和电池能源储存市场细分定义
- 主要竞争对手
- 印度电力市场结构
- 印度电力产业时间表
- 未来监理情势
- 印度电力交易市场扩张
- 能源证书：REC 和 ESCert
- 电力市场自动化
- 成长动力
- 成长抑制因素
趋势分析
- 影响产业的主要趋势
- 电力需求强劲成长 - 人均消费量从低水准上升
- 可再生能源成长 – 新增产能以太阳能为主
发电
- 电力需求强劲成长－2023 年至 2035 年间发电量将成长 5.44%
- 奖励对可再生能源整体成长至关重要
- 太阳能和风能是新增装置的主流
- 各州的太阳能机会
- 国家风力发电
- 竞争格局
- 儘管气候担忧，但煤炭仍是主要趋势
- 煤炭产能持续成长
- 煤炭机会
- 煤炭经济学
电网基础设施
- 扩大输配电网络
- 配电公司陷入混乱
- 配电公司亏损不断增加
- 失去状态
- 解决方案的一部分：大规模部署智慧电錶
- 智慧电錶大规模部署－现状
- 大规模部署智慧电錶－8 年内部署 2.5 亿台电錶
- 大规模部署智慧电錶－主要优势
能源储存
- 能源储存市场动态
- 投资电池
- 印度主要电网规模电池计划
- 印度的电池储存业务机会
- 印度电池储存 -主要企业
成长机会宇宙
- 成长机会一：再生能源渗透率提高
- 成长机会 2：企业电力购买协议 (PPA) 增加
- 成长机会三：併购投资机会
- 成长机会4：价值链
- 成长机会五：集团自有发电厂
附录
- 简称
后续步骤Next steps
- 成长机会的好处和影响
- 后续步骤Next steps
- 附件列表
- 免责声明
Rapid Economic Changes and the Need to Decarbonize are Driving Transformational Growth
The study traces the development of the Indian electricity market, providing key forecasts for the Indian power sector. It focuses on renewable energy (RE), new technologies, and future investment destinations in India.
India is the third-largest power producer in the world, behind China and the United States. However, the country has been facing legacy issues in power distribution, with large amounts of power being lost during transmission. This, along with the free power given to the agriculture sector and other consumers, has incurred heavy losses for distribution companies.
This study looks at the measures the government and other bodies are taking to tackle the challenges in the electricity market. It identifies opportunities for the growth of market participants of different sizes. The study also determines areas that will give stiff competition to the power plants in the country. Market trends have been analyzed from 2024 to 2035, with 2023 as the base year.
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 Indian Electricity Industry
Growth Opportunity Analysis
- Main Findings
- Scope of Analysis
- Market Segment Definitions for Power Generation
- Market Segment Definitions for Grid Hardware and Battery Energy Storage
- Key Competitors
- Structure of the Indian Power Market
- The Timeline of the Power Sector in India
- The Future Regulatory Landscape
- The Expansion of India's Power Exchanges
- Energy Certificates: RECs and ESCerts
- OA for the Electricity Market
- Growth Drivers
- Growth Restraints
Trend Analysis
- Key Trends Shaping the Industry
- Strong Growth in Electricity Demand-Per Capita Consumption to Increase from a Low Volume
- The Growth of Renewables-Solar to Dominate Capacity Increases
Power Generation
- Strong Growth in Electricity Demand-Electricity Generation Will Increase by 5.44% Between 2023 and 2035
- Incentives Essential to Overall Renewable Growth
- Solar and Wind Dominate New Installations
- State Solar Opportunities
- State Wind Opportunities
- Competitive Landscape
- Preference for Coal Despite Climate Concerns
- Coal Capacity Continues to Increase
- Coal Opportunities
- Economics of Coal
Grid Infrastructure
- Expansion of T&D Networks
- Discoms in Disarray
- Discom Losses Mount
- State Losses
- Part of the Solution-Mass Deployment of Smart Metering
- Mass Deployment of Smart Metering-Status
- Mass Deployment of Smart Metering-250 Million Meters in 8 Years
- Mass Deployment of Smart Metering-Main Benefits
Energy Storage
- Market Dynamics for Energy Storage
- Battery Energy Storage Investment
- Major Grid-scale Battery Storage Projects in India
- Battery Storage Opportunities in India
- Battery Storage-Important Companies in India
Growth Opportunity Universe
- Growth Opportunity 1: Increased RE Penetration
- Growth Opportunity 2: Increase in Corporate PPAs
- Growth Opportunity 3: Merger and Acquisition Investment Opportunities
- Growth Opportunity 4: Value Chain
- Growth Opportunity 5: Group Captive Power Plants
Appendix
- Abbreviations
Next Steps
- Benefits and Impacts of Growth Opportunities
- Next Steps
- List of Exhibits
- Legal Disclaimer
