能源领域的区块链市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

未来五年，能源领域的区块链市场预计将以 34% 的复合年增长率增长。

能源部门由于其功能集中，存在一定的局限性，例如管理成本和输电成本高。 随着区块链解决这些问题，减少单点故障的范围，并提高整个供应链的透明度，该技术有望在该行业带来重大的数字化转型。

主要亮点

• 区块链技术可以帮助地区实现可再生能源目标，提高电网可靠性和效率，并减少清洁能源发电的公用事业资本支出。 因此，预计在预测期内其采用率会增加。
• 由于微电网可以在指定区域内进行电力交易，并且在紧急情况下与主电网（作为备用解决方案）相比具有其他优势，因此市场上的供应商可以利用越来越多的电网使用。 其中一个例子是德国能源区块链供应商 OLI Systems 在欧洲微电网中的试点项目。
• 区块链在能源领域的主要优势包括降低成本、环境可持续性以及在不损害隐私的情况下提高利益相关者的透明度。
• 石油和天然气等传统能源行业也可以从部署企业以太坊解决方案等软件解决方案中受益。 这些私有区块炼网络向预先批准的各方提供数据许可和选择性的财团访问，使石油和天然气公司能够保护他们的隐私和商业秘密。
• 在重要的应用程序中，“支付”类别类似于区块链在能源领域的相关性和实施程度最高。 通过跟踪网格材料的存储路径，分布式账本技术可以提高公用事业的效率。 除了追踪来源之外，区块链还为可再生能源分配提供了独特的解决方案。
• COVID-19 大流行危机扩大了数字和能源技术在人们生活、企业和经济中的作用。 该公司了解人们如何严重依赖数字和能源解决方案来远程办公、为家庭供暖、管理医院和经营业务。

主要市场趋势

支付占据最大市场份额

• 区块链分类账被用于各种领域，以降低交易成本、简化交易并识别能源来源。 例如，IBM 的 Blockchain WorldWire 网络彻底改变了跨境（外汇）支付。 它实现了近乎实时的贸易清算和最终结算。 该方法集成了支付指令消息，并利用数字资产作为双方商定的共享价值存储来结算交易。 这些多方面的支付增强产品功能在市场上创造了竞争优势。
• 此外，区块链技术的采用还实现了支付系统和智能电网的集成。 这也帮助公司进行更多投资，将金融服务与智能电网技术相结合。
• 区块链使传统支付方式变得无效。 我们也在努力克服黑客攻击和数据洩露问题。 例如，RWE 公用事业公司正在测试区块链技术，以管理德国和加利福尼亚州数百个自动电动汽车充电站的身份验证和计费流程。
• 在能源领域使用区块链还可以最大限度地减少公用事业开销。 通过在没有中间零售商或经纪人的情况下促进公用事业和消费者之间的计费和计量过程，消费者可以从成本节约中受益。

美国有望占据主要市场份额

• 通过在能源领域采用区块链，能源交易等交易几乎可以即时记录和结算。 各方使用同一个平台，因此没有中间人，也几乎不需要对账。 区块链在技术适应迅速的北美能源领域得到广泛采用。
• 根据美国能源情报署的数据，到 2021 年，美国公用事业规模的发电设施将生产约 4.12 万亿千瓦时 (kWh) 的能源，即约 4.116 万亿千瓦时。 煤炭、天然气、石油和其他气体约占发电燃料的61%。 此外，核电约占总发电量的19%，可再生能源约占20%。 此外，小型太阳能发电系统的发电量为490亿千瓦时。 这种大规模的能源生产将使能源部门能够部署区块链解决方案，以促进支付交易、风险和合规管理以及许多其他问题。
• 政府机构正在拨款以采用区块链来保护能源网络。 例如，美国能源部 (DOE) 已授予 TFA Labs 约 200,000 美元，以帮助保护国家电网。 拟议的策略包括验证和保护电网上没有恶意软件的设备，创建技术以提高常用消费电子产品的安全性，以及使用区块链技术开箱即用。需要一种价格合理的方式来快速保护任何东西。
• 2022 年 3 月，全球最大的开发、拥有和运营可持续能源解决方案的私营公司 Invenergy 和 GE Renewable Energy 将开启北美最大的单相建设。宣布其 998 兆瓦的商业运营Traverse Wind Farm 风电场 预计这些因素将在预测期内促进市场增长。

竞争格局

能源领域的区块链市场竞争激烈，由几家大型企业组成。 就市场份额而言，一些主要参与者目前主导着市场，包括 SAP SE (SAP)、Microsoft公司、Accenture plc 和 IBM 公司。 在高市场份额的支持下，这些大公司正专注于扩大其海外客户群。 这些公司利用战略合作来增加市场份额和盈利能力。 为了加强产品能力，在市场上运营的公司也在收购从事能源技术区块链的初创公司。

2021 年 1 月，IBM 将在 IBM Cloud 上使用区块链技术帮助 Thai Reinsurance Public Company Limited (Thai Reinsurance) 推出再保险智能合约生产网络“Insurer Network”。宣布成功。

2021 年 5 月，ConsenSys 与Microsoft合作，增强其区块链解决方案的功能。 越来越多的公司正在扩大其在线业务，包括支付和金融交易，从而导致企业越来越多地采用区块链技术。

2022 年 7 月，INFINITY 与区块链公司 Yesports 合作。 该合作伙伴关係旨在推出基于不可替代令牌（NFT）的粉丝参与计划。 这笔交易凸显了越来越多的电子竞技组织希望依靠区块炼和 Web3 来建立粉丝参与策略。

其他福利。

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

内容

第一章介绍

• 调查先决条件和市场定义
• 调查范围

第二章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 产业吸引力 - 波特五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 竞争公司之间的敌对关係
  • 替代品的威胁
• 工业价值链分析
• 评估 COVID-19 对市场的影响
• 市场驱动力
  • 电价波动的出现和点对点交易的需要
  • 风险资本的积极投资
• 市场製约因素
  • 可扩展性限制
• 能源领域的区块链 - 按地区划分的用例场景

第 5 章市场细分

• 通过使用
  • 付款
  • 智能合约
  • 数字身份
  • 治理、风险和合规管理
  • 其他使用类型
• 按地区细分
  • 北美
    • 美国
    • 加拿大
  • 欧洲
    • 英国
    • 德国
    • 荷兰
    • 其他欧洲地区
  • 亚太地区
    • 日本
    • 澳大利亚
    • 新西兰
    • 其他亚太地区
  • 拉丁美洲
    • 巴西
    • 墨西哥
    • 其他拉丁美洲地区
  • 中东和非洲
    • 阿拉伯联合酋长国
    • 以色列
    • 其他中东地区

第六章竞争格局

• 公司简介
  • SAP SE（SAP）
  • Electron（Chaddenwych Services Limited）
  • Accenture PLC
  • IBM Corporation
  • LO3 Energy Inc.
  • GREENEUM
  • Drift Marketplace Inc.
  • IOTA Foundation
  • Btl Group Ltd
  • Power Ledger Pty Ltd
  • ImpactPPA

第七章投资分析

第 8 章未来机会

The Blockchain Market in the Energy Sector is expected to witness a CAGR of 34% over the next five years. Owing to its centralized functioning, the energy sector has certain limitations, including high administration and transmission costs. Since blockchain addresses these issues, decreases the scope for single-point failures, and increases transparency across the supply chain, the technology is expected to bring significant digital transformation to the sector.

Key Highlights

• Blockchain technology helps regions meet renewable energy targets, improve the reliability and efficiency of grids, and reduce utility capital expenditure on clean energy generation. Thus, its adoption is expected to increase over the forecast period.
• As microgrids allow trading electricity within a specified area and have other such benefits during emergencies, with the main grid (acting as backup solutions), vendors in the market could leverage the increasing use of microgrids. One such instance is the pilot project in Europe's microgrid by OLI Systems, an energy blockchain vendor in Germany.
• The significant benefits of blockchain in the energy sector include reduced costs, environmental sustainability, and increased transparency of stakeholders with no compromise on privacy.
• Legacy energy sectors, such as oil and gas, also benefit from implementing software solutions, such as Enterprise Ethereum solutions. These private blockchain networks offer data permission and selective consortium access to pre-approved parties, which enable oil and gas companies to safeguard their privacy and trade secrets.
• Among significant applications, the 'payments' category resembled the highest association and implementation of blockchain in the energy sector. By tracking the chain of custody for grid materials, distributed ledger technology can potentially improve utility providers' efficiencies. Beyond provenance tracking, blockchain offers unique solutions for renewable energy distribution.
• The COVID-19 pandemic crisis magnified the role of digital and energy technologies on people's lives, businesses, and the economy. The business understood how heavily it relied on digital and energy solutions to enable people to telework, heat their homes, manage hospitals, and run their businesses.

Key Market Trends

Payments Hold the Largest Share in the Market

• The blockchain ledger is used across various sectors to reduce transaction costs, increase the efficiency of exchanges, and pinpoint the origins of energy. For instance, IBM's Blockchain World Wire network revolutionized cross-border (Forex) payments. It enabled nearly real-time transaction clearing and settlement with finality. By acting as an agreed-upon store of value shared between parties, the method integrated payment instruction messages and leveraged digital assets to settle transactions. Such product features that enhance payments in different sectors will create a competitive edge in the market.
• Furthermore, the adoption of blockchain technology enabled the integration of payments system with smart grids. This further aided the companies to invest more in integrating financial services with smart grid technology.
• Blockchain has made traditional payment methods less effective. It is also advancing to overcome the issues of hacking and data breaching. For instance, the RWE's power utility has tested blockchain technology to authenticate and manage the billing process for hundreds of autonomous electric-vehicle charging stations in Germany and California.
• Using blockchain in the energy sector would also minimize the overhead for utilities. By facilitating the billing and metering process between the utility and the consumer, instead of involving intermediary retailers and brokers, consumers benefit from lower costs.

United States is Expected to Hold Major Share

• Blockchain adoption in the energy sector allows transactions, such as energy trading, to be recorded and settled almost instantly. Since all parties use the same platform, there is no need for an intermediary and little need for reconciliation. As early technological adaptors, North Americans are witnessing significant adoption of blockchain in the energy sector.
• According to the US Energy Information Administration, in 2021, nearly 4.12 trillion kilowatt-hours (kWh), or about 4,116 billion kWh energy was produced at utility-scale electricity-producing facilities in United States. Coal, natural gas, petroleum, and other gases made up about 61% of the fuel used to generate this power. Nuclear energy roughly accounted for 19% of the total, while renewable energy sources comprised about 20%. Small-scale solar photovoltaic systems generated an additional 49 billion kWh of electricity. Such massive energy production will enable the energy sector to adopt blockchain solutions to ease payment transactions, risk and compliance management, and many such issues.
• Government bodies are granting funds to incorporate blockchain to secure energy grids. For example, to assist in safeguarding the national power system, the US Department of Energy (DOE) is awarding TFA Labs almost USD 200,000 in funding. The suggested strategy calls for verifying and securing devices on the grid that are free of malware, creating technology to increase the security of commonly used consumer electronics, and offering a reasonably priced way to secure any item right out of the box using blockchain technology.
• In March 2022, Invenergy, the largest privately held global developer, owner, and operator of sustainable energy solutions, and GE Renewable Energy announced commercial operations for the 998-megawatt Traverse Wind Energy Center, the largest wind farm constructed in a single phase in North America. Such factors are expected to augment the market's growth during the forecast period.

Competitive Landscape

The blockchain market in the energy sector is highly competitive and consists of several major players. Regarding market share, a few major players currently dominate the market, including SAP SE (SAP), Microsoft Corp., Accenture PLC, and IBM Corporation. With prominent shares in the market, these major players are focusing on expanding their customer base across foreign countries. These companies leverage strategic collaborative initiatives to increase their market shares and profitability. To strengthen their product capabilities, the companies operating in the market are also acquiring start-ups working on blockchain in energy technologies.

In January 2021, IBM announced that using its blockchain technology on IBM Cloud, Thai Reinsurance Public Company Limited (Thai Re) successfully launched "Insurer Network," a reinsurance smart contract production network.

In May 2021, ConsenSys collaborated with Microsoft to strengthen the capabilities of its blockchain solution. With more businesses expanding their online presence to include payments and financial transactions, blockchain technology adoption in the enterprise is growing.

In July 2022, INFINITY partnered with blockchain company Yesports. This partnership aimed to launch a fan-engagement program based on non-fungible tokens (NFTs). The deal highlighted an increasing number of esports organizations looking to rely on blockchain and Web3 to establish fan engagement strategies.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions And Market Definition
• 1.2 Scope Of The Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Consumers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Intensity of Competitive Rivalry
  • 4.2.5 Threat of Substitutes
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment Of The Impact Of COVID-19 On The Market
• 4.5 Market Drivers
  • 4.5.1 Emergence of Variable Electricity Rates and Need for Peer-to-peer Trading
  • 4.5.2 Aggressive Spending by Venture Capitalists
• 4.6 Market Restraints
  • 4.6.1 Scalability Constraints
• 4.7 Blockchain In Energy Sector - Use Case Scenario Across The Region

5 MARKET SEGMENTATION

• 5.1 By Application
  • 5.1.1 Payments
  • 5.1.2 Smart Contracts
  • 5.1.3 Digital Identities
  • 5.1.4 Governance, Risk, and Compliance Management
  • 5.1.5 Other Application Types
• 5.2 By Geography
  • 5.2.1 North America
    • 5.2.1.1 United States
    • 5.2.1.2 Canada
  • 5.2.2 Europe
    • 5.2.2.1 United Kingdom
    • 5.2.2.2 Germany
    • 5.2.2.3 Netherlands
    • 5.2.2.4 Rest of Europe
  • 5.2.3 Asia-Pacific
    • 5.2.3.1 Japan
    • 5.2.3.2 Australia
    • 5.2.3.3 New Zealand
    • 5.2.3.4 Rest of Asia-Pacific
  • 5.2.4 Latin America
    • 5.2.4.1 Brazil
    • 5.2.4.2 Mexico
    • 5.2.4.3 Rest of Latin America
  • 5.2.5 Middle East and Africa
    • 5.2.5.1 United Arab Emirates
    • 5.2.5.2 Israel
    • 5.2.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 SAP SE (SAP)
  • 6.1.2 Electron (Chaddenwych Services Limited)
  • 6.1.3 Accenture PLC
  • 6.1.4 IBM Corporation
  • 6.1.5 LO3 Energy Inc.
  • 6.1.6 GREENEUM
  • 6.1.7 Drift Marketplace Inc.
  • 6.1.8 IOTA Foundation
  • 6.1.9 Btl Group Ltd
  • 6.1.10 Power Ledger Pty Ltd
  • 6.1.11 ImpactPPA

7 INVESTMENT ANALYSIS

8 FUTURE OPPORTUNITIES