美国的能源储存的收入分析 (2023年)
市场调查报告书
商品编码
1348019

美国的能源储存的收入分析 (2023年)

United States Energy Storage Revenue Analysis 2023

出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2个工作天内

价格
简介目录

分析概要

本报告分析了到 2032 年美国 ESS(储能係统)安装前景最高的地区(加利福尼亚州和德克萨斯州)新安装 ESS(储能係统)的短期利润前景。我们也从背景和支援结构上分析了其他地区的主要收入来源。即使在同一地区,不同项目的 ESS 收入机会也存在很大差异。该报告为 2023/2024 年预期储存收入设定了短期基准。

儘管收入估算代表了 CAISO 和 ERCOT 市场的公平市场估值,但特定储存资产的价值可能高于或低于这些价值。除了评估收入之外,本报告还尝试考虑储存收入的未来变化,以应对政策变化、市场成熟度和更多储存设施上线等因素。

简介目录
Product Code: 150159364

Report Summary:

This report assesses the near-term revenue potential of new-build energy storage systems (ESS) located in the two US regions with the highest installation projections through 2032: California and Texas. We also provide analysis of key revenue streams in other regions for both context and support. ESS revenue opportunities vary widely from project to project, even within the same geographic region. This report sets a short-term baseline for expected storage earnings in 2023/2024.

The outlined revenues present a fair market assessment of the CAISO and ERCOT markets, though it is likely that certain storage assets will exceed these values while others may fall short. In addition to the revenue assessment, the report attempts to qualify the changes expected in future storage earnings as policies change, the market matures, and more storage installations come online.