热电联产市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

在 2022 年至 2027 年的预测期内，热电联产市场预计将以超过 7.5% 的复合年增长率增长。

COVID-19 大流行减少了对热电联产系统的需求，因为商业和工业设施关闭以遏制病毒并减少电力需求。 大流行还减少了可自由支配的支出，进一步影响了市场。 天然气供应和价格的前景、能源效率的提高以及对发电厂和工业锅炉的环境监管压力等因素预计将推动全球热电联产装机量的增长。 多年来，为消除技术和监管障碍以促进热电联产的广泛采用做出了许多努力，但预计并网和高初始资本投资等因素仍然是英国热电联产市场面临的主要挑战期间。

主要亮点

• 在预测期内，基于天然气的燃料类型预计将在全球热电联产市场中显着增长。
• 中小型工业设施可能会受益于灵活且经济高效的热电联产系统。 除了传统的热电联产效益外，此类系统还可以以供电、频率调节和储备容量的形式支持电网。 因此，预计在不久的将来，热电联产系统供应商和电厂开发商将面临巨大商机。
• 热电联产市场以北美为中心，大部分需求来自美国和加拿大。

热电联产市场趋势

天然气燃料类型增长强劲

• 在过去几年中，天然气行业发展迅猛。 与其他化石燃料相比，燃烧天然气是一个相对清洁的过程。 在对热和电都有持续需求的地方，特别是在远离主电网或天然气燃料容易获得的地方，热电联产是一项非常有用的技术。
• 在预测期内，对天然气生产和相关基础设施的支持增加以及天然气生产价格下降等因素预计将推动热电联产市场的天然气燃料。
• 2021 年 11 月，蒙大拿大学破土动工的新热电联产设施预计可将温室气体排放量减少 20% 以上。 新的热电联产电厂将使用天然气在两个涡轮机中发电，然后利用余热将水煮沸并产生蒸汽来为校园供暖。
• 2021 年 10 月，台湾“嘉禾热电联供”电厂项目开始商业运营。 该电厂将使用天然气作为燃料，并配备由 GE 提供的 7HA.02 燃气轮机。
• 2021 年 9 月，一项耗资 3010 万美元的热电联产项目获准在美国哥伦布的杰克逊派克电厂安装。 热电联产厂将使用目前燃烧的废水处理产生的甲烷作为两台蒸汽发生器的燃料，为工厂的运营和供暖生产电力。
• 因此，以天然气为燃料的类型在预测期内可能会出现显着增长。

北美主导市场

• 北美在热电联产市场占据主导地位，预计在未来几年将继续如此。
• 可靠且有弹性的电网对于美国等国家/地区的经济增长和能源安全至关重要。 在美国，越来越多的电网正在互连风能和太阳能等可再生能源，但这些能源的间歇性生产对电网运营构成了挑战。 电力公司和其他系统运营商面临着越来越需要额外电力来维持其电网稳定和安全的紧迫挑战。
• 热电联产技术可降低能源成本和排放，并为製造设施、联邦和其他政府设施、商业建筑、机构设施和社区提供更有弹性和更可靠的电力和热能。
• 2021 年 11 月，蒙大拿大学将在新的热电联产设施上破土动工，预计可将温室气体排放量减少 20% 以上。 一旦该设施投入运营，该大学预计每年可节省高达 200 万美元。
• 此外，2021 年 10 月，美国能源部 (DOE) 将选择俄亥俄州立大学作为 10 个互联社区站点之一，以获得 420 万美元的能源部赠款，用于未来五年。底部。 能源资产包括一个 105 兆瓦的热电联产厂、多个中央冷水机组、一个蒸汽厂、65,000 平方英尺的太阳能光伏发电、29 个电动汽车充电站，以及通过购电协议获得的 50 兆瓦风能。
• 2021 年 4 月，加拿大政府宣布向不列颠哥伦比亚省的 9 个社区主导的土着清洁能源项目投资 840 万加元。 九个项目中的三个涉及安装新的热电联产设施。
• 2020 年，加利福尼亚州政府将修改其上网电价，以鼓励引入低于 20 兆瓦的热电联产机组。 FIT 价格与天然气价格（MPR：市场价格参考）挂钩，根据星期几和季节进行调整。 全国范围的 FIT 不是联邦能源管理委员会 (FERC) 的优先购买权，除非 CHP 发电机是合格的设施并且收费不超过避免的成本。 FERC 批准了加州 FIT 的设计，该设计包含多层次定价和针对输电限制和环境外部性的补充。 该国还计划到 2030 年安装 650 万千瓦的新热电联产。
• 因此，由于上述因素，北美地区有望在预测期内主导全球热电联产市场。

热电联产市场竞争分析

热电联产市场较为分散。 该市场的主要参与者包括通用电气公司、川崎重工有限公司、博世热力技术有限公司、菲斯曼集团有限公司和西门子能源。 KG、西门子能源股份公司等

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查范围
• 市场定义
• 调查假设

第二章研究方法论

第 3 章执行摘要

第 4 章市场概述

• 介绍
• 到 2027 年热电联产 (CHP) 装机容量预测（单位：GW
• 近期趋势和发展
• 政府法规和政策
• 市场动态
  • 司机
  • 约束因素
• 供应链分析
• 波特的五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 最终用户部
  • 商业
  • 住房部门
  • 工业/公用事业
• 类型
  • 燃气轮机
  • 汽轮机
  • 其他类型
• 燃料类型
  • 天然气
  • 可再生能源
  • 其他燃料
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 南美洲
  • 中东和非洲

第六章竞争格局

• 併购、合资、合作、协议
• 主要参与者采用的策略
• 公司简介
  • MAN Diesel & Turbo SE
  • Centrica PLC
  • Caterpillar Inc.
  • Mitsubishi Electric Corporation
  • General Electric Company
  • Kawasaki Heavy Industries Ltd
  • Bosch Thermotechnology GmbH
  • Viessmann Werke Group GmbH & Co. KG
  • FuelCell Energy Inc.
  • Seimens Energy AG
  • Wartsila Oyj Abp
  • ABB Ltd
  • Aegis Energy Services LLC

第7章 市场机会未来动向

The combined heat and power market is expected to register a CAGR of more than 7.5% during the forecast period, 2022-2027. The COVID-19 pandemic caused a decline in demand for combined heat and power systems due to lower demand for electricity as lockdowns were instituted to contain the virus, which resulted in the closure of commercial and industrial facilities. The pandemic caused a decline in discretionary spending which further affected the market. Factors such as the positive outlook for natural gas supply and price, increased energy efficiency, and environmental regulatory pressures on power plants and industrial boilers, amongst others, are expected to drive the number of installations of combined heat and power plants across the world. Although many efforts have been made over the years to remove technical and regulatory barriers and to promote wider adoption of combined heat and power, factors such as grid interconnection and significant initial capital investment, amongst various others, remain a significant challenge for the combined heat and power market in United Kingdom during the forecast period.

Key Highlights

• Natural gas-based fuel type is expected to grow significantly in the global combined heat and power market during the forecast period.
• Small-to-medium size industrial facilities could benefit from flexible and cost-effective combined heat and power systems. Such systems have the benefit of conventional combined heat and power but could also provide support to the electricity grid in the form of electricity supply, frequency regulation, and reserve capacity. This, in turn, is expected to create significant opportunities for the combined heat and power system providers and plant developers in the near future.
• North America has dominated the combined heat and power market, with the majority of the demand coming from United States and Canada.

Combined Heat & Power Market Trends

Natural Gas-based Fuel Type to Witness a Significant Growth

• Over the past few years, the natural gas industry has grown significantly. Natural gas combustion is a relatively clean process when compared with other fossil fuels. Combined heat and power can be a very useful technology for sites that have a constant demand for both heat and electricity, particularly when the site is off the main grid and where natural gas fuel is readily available.
• Factors such as increasing support for natural gas production and associated infrastructure and decreasing natural gas production prices are expected to drive the natural gas fuel in the CHP market in the forecast period.​
• In November 2021, the University of Montana broke ground on a new combined heat and power facility that is expected to reduce its greenhouse gas emissions by more than 20%. The new CHP plant uses natural gas to create electricity through two turbines, and the waste heat from that process will be used to boil water to create steam to heat the campus.
• In October 2021, the Chia Hut Combined Heat and Power plant project in Taiwan started its commercial operations. The plant runs on natural gas and has 7HA.02 gas turbines supplied by General Electric.
• In September 2021, a USD 30.1 million combined heat and power project was approved to be set up at the Jackson Pike plant in Columbus City, United States. The CHP plant is likely to use methane produced through treating wastewater which is currently flared off to fuel two steam generators to produce electricity to run and heat the plant.
• Thus, taking account of the above-mentioned points, the natural gas-based fuel type segment is likely to experience significant growth during the forecast period.

North America to Dominate the Market

• North America has dominated the combined heat and power market and is expected to continue its dominance in the coming years as well.
• A reliable and resilient grid is critical to the economic growth and energy security of countries like United States. As the country's grid interconnects a growing number of renewable energy sources, such as wind and solar, the intermittent nature of power generation from these sources is creating challenges for power system operations. Electric utilities and other system operators are facing an increasing and immediate need for additional power to keep the electric grid stable and secure.
• Combined heat and power technologies can help manufacturing facilities, federal and other government facilities, commercial buildings, institutional facilities, and communities reduce energy costs and emissions, and provide more resilient and reliable electric power and thermal energy.
• In November 2021, the University of Montana broke ground on a new combined heat and power facility that is expected to reduce its greenhouse gas emissions by more than 20%. Once the plant is up and running, it is expected to save the university up to USD 2 million per year.
• Also, in October 2021, the Department of Energy (DoE), United States, selected Ohio State as one of 10 connected community sites to receive a USD 4.2 million DOE grant to be used over the next five years. The energy assets include a 105 MW combined heat and power plant, multiple central chiller plants; a steam plant; 65,000 square feet of solar power photovoltaics; 29 electric vehicle charging stations; and 50 megawatts of wind energy through a power purchase agreement.
• In April 2021, the Canadian government announced a CAD 8.4 million investment in nine community-led indigenous clean energy projects across British Columbia. Three projects out of the nine incorporate setting up of a new combined heat and power plant.
• In 2020, the California government amended the feed-in tariff to stimulate the deployment of CHP units with less than 20 MW capacity. The FIT price is coupled with natural gas prices adjusted by day and season (Market Price Referent (MPR). The nation's FIT is not preempted by Federal Energy Regulatory Commission (FERC) as long as the CHP generators are qualified facilities and the rate does not exceed the avoided cost. FERC approved California's FIT design that included multi-tiered rates and adders for transmission constraints and environmental externalities. The country has also targeted to achieve 6.5 GW of new CHP installation by 2030.​
• Thus, owing to the above-mentioned factors, the North American region is likely to dominate the global CHP market during the forecast period.

Combined Heat & Power Market Competitive Analysis

The combined heat and power market is moderately fragmented. Some key players in this market include General Electric Company, Kawasaki Heavy Industries Ltd, Bosch Thermotechnology GmbH, Viessmann Werke Group GmbH & Co. KG, and Siemens Energy AG.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Combined Heat and Power (CHP) Installed Capacity Forecast, in GW, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 End-user Sector
  • 5.1.1 Commercial
  • 5.1.2 Residential
  • 5.1.3 Industrial and Utility
• 5.2 Type
  • 5.2.1 Gas Turbine
  • 5.2.2 Steam Turbine
  • 5.2.3 Other Types
• 5.3 Fuel Type
  • 5.3.1 Natural Gas
  • 5.3.2 Renewables
  • 5.3.3 Other Fuel Types
• 5.4 Geography
  • 5.4.1 North America
  • 5.4.2 Europe
  • 5.4.3 Asia-Pacific
  • 5.4.4 South America
  • 5.4.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 MAN Diesel & Turbo SE
  • 6.3.2 Centrica PLC
  • 6.3.3 Caterpillar Inc.
  • 6.3.4 Mitsubishi Electric Corporation
  • 6.3.5 General Electric Company
  • 6.3.6 Kawasaki Heavy Industries Ltd
  • 6.3.7 Bosch Thermotechnology GmbH
  • 6.3.8 Viessmann Werke Group GmbH & Co. KG
  • 6.3.9 FuelCell Energy Inc.
  • 6.3.10 Seimens Energy AG
  • 6.3.11 Wartsila Oyj Abp
  • 6.3.12 ABB Ltd
  • 6.3.13 Aegis Energy Services LLC

7 MARKET OPPORTUNITIES AND FUTURE TRENDS