美国的DER(分散式能源资源)的展望，2024年

报告概要

Wood Mackenzie 的《美国 DER 年度展望》以五年回顾和五年预测的形式对 DER 发展和市场规模进行了全面分析。提供了资源类型的产能和资本支出预测、主要机会、风险和决定其成长的政策。除了单一市场规模外，还透过比较市场规模来确定分散式能源的市场占有率，并与同一十年期间大容量发电的发展进行集体比较。调查的资源类型包括电动车充电器、分散式储存、分散式太阳能、分散式燃料发电、热泵、智慧恆温器和建筑自动化系统。

目录

• 简介和主要调查结果
• 美国的DER的未来性概要
• 分散式太阳能
• 智慧恆温器
• 住宅用热泵
• 商业用大楼自动化系统
• EV充电器
• 分散式蓄电池
• 分散式燃料发电
• 调查手法

Report Summary:

Wood Mackenzie's 'annual US DER outlook' provides a comprehensive analysis of DER deployment and market size across a five-year lookback and five-year forecast period. Accompanying capacity and capex forecasts for each resource type are the key opportunities, risks and policies that will determine its growth. In addition to individual coverage, market sizes are compared to determine DER market share and are compared collectively against bulk generation deployments over the same decade-long period. Resource types covered in the report include: EV chargers, distributed storage, distributed solar, distributed fuel-based generation, heat pumps, smart thermostats, and building automation systems.

Table of Contents

• Introduction and key findings (page 6)
• Overview of US DER potential (page 10)
• Distributed solar (page 18)
• Smart thermostats (page 25)
• Residential heat pumps (page 31)
• Commercial building automation systems (page 37)
• EV chargers (page 43)
• Distributed battery storage (page 48)
• Distributed fuel-based generation (page 55)
• Methodology (page 61)

Tables and charts

• Historic growth rate, DER Capacity, and capex by resource type (2019-2023)
• Forecasted growth rate, DER Capacity, and capex by resource type (2024-2028)
• Cumulative DER Capacity additions (2019-2028)
• Cumulative bulk capacity additions (2019-2028)
• Annual market share by technology
• Top 10 states by technology
• Annual DER Capacity additions by technology and customer segment (residential, non-residential)
• Annual capital expenditure by technology and customer segment (residential, non-residential)
• The smart thermostat flexible capacity funnel
• Thermostat prices over time
• US residential natural gas furnace and heat pump sales
• US residential heating system shares
• 2028 BAS penetration by building type
• Residential and non-residential installed battery energy capacity and duration