查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1198153

抽水蓄能电力市场增长、趋势、COVID-19 的影响和预测 (2023-2028)

Pumped Hydro Storage Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 164 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

抽水蓄能市场的装机容量预计将在 2020 年达到 159.49 吉瓦，2027 年达到 235.07 吉瓦，2022 年至 2027 年的复合年增长率为 5.87%。

由于国际供应链中断和对即将开展的项目的投资减少，COVID-19 疫情对全球抽水蓄能市场产生了负面影响。 包括封锁限制和人力资源不足在内的许多因素也推迟了世界各地的许多抽水蓄能水电项目 (PHS)。 预计在预测期内，整合可变可再生能源并确保电网稳定性将推动 PHS 市场。 此外，预计政府逐步淘汰化石燃料的目标将在预测期内推动市场增长。 然而，预计 PHS 项目的环境和社会影响以及来自其他储能技术的日益激烈的竞争将影响预测期内的市场研究。

由于闭环抽水蓄能电站相对于开环电站的优势以及预计在预测期内完成的在建项目数量，预计闭环抽水蓄能电站将在预测期内引领市场。

目前，几种新的PSH技术正在开发中，未来，用于储能的PSH技术的开发和部署将会增加，同时降低成本和环境影响。预计会出现机会。 此外，根据国际水电协会的数据，到 2030 年，大约 240 GW 的 PSH 项目将投入运营。

亚太地区是最大的抽水蓄能市场，2020 年的年容量增幅将最大，并继续保持主要由中国推动的增长轨迹。

抽水蓄能市场趋势

闭环系统有望引领市场

在闭环系统中，创建抽水蓄能电站，人工创建一个或两个水库，两个水库都没有自然水输入。 储存大量能量的唯一方法是将一个大水体放置在离第二个水体相对近的地方，但要尽可能高。 在某些地方，这是自然发生的。 还有一些地方的一个或两个水体都是人造的。 由于抽水蓄能发电能量密度低，水库之间的高差和流量差异较大。

闭环抽水蓄能係统灵活、可靠且功率高。 闭环抽水蓄能电站比开环抽水蓄能电站对环境的影响更小，因为它们不与现有河流相连。 此外，由于它可以安装在需要并网的地方，因此无需在现有河流附近安装。

闭环系统不干扰现有的河流和水道，使得获得运营许可证和许可证更加安全，预计未来会显着增长。 根据美国能源部 (DOE) 太平洋西北国家实验室 (PNNL) 的数据，近年来，闭环抽水蓄能係统的许可申请和初步许可数量大幅增加。

闭环抽水蓄能项目在美国等国家的实施日益增多，可以为开发商扩大市场占有率建立有利可图的业务场景。

例如，蒙大拿州可再生能源公司 Absaroka Energy LLC 正在开发位于蒙大拿州的 Gordon Butte 闭环抽水蓄能项目。 该项目于 2016 年获得许可，原定于 2020 年 7 月开工建设，但由于 COVID-19 大流行而被推迟。 根据能源部 (DOE) 的指示，新的建设截止日期是 2022 年 12 月。 投产后装机容量400MW，预计年均用电量1300GWh。 该项目将为蒙大拿州的可再生能源市场提供辅助功能，并有可能提供多种服务，为现有电网基础设施提供寿命、可靠性和稳定性。

综上所述，闭环型有望在预测期内占据市场主导地位。

亚太地区有望引领市场

据国际水电协会统计，截至2020年，亚太地区水电装机容量约为7721万千瓦，其中中国和日本占据绝大部分份额。

在亚太地区，我们正在远离化石燃料，特别是在中国、日本、东盟地区、韩国和印度，这些国家正在开发可再生能源、水力发电和抽水蓄能发电设施.

此外，中国已宣布计划到 2060 年实现碳中和，到 2025 年煤炭消费达到峰值。 为此，可再生能源领域投资加大，2020年新增水电装机约1376万千瓦，其中鸡西项目最后4台机组抽水蓄能装机120万千瓦。

此外，1.8GW鸡西抽水蓄能电站是最大的抽水蓄能电站项目，预计投资16.1亿美元。 它由中国国家电网公司（SGCC）的子公司国网鑫源公司开发。

此外，在东南亚，水电和抽水蓄能市场得到了极大的发展。 同样在东南亚，水电和抽水蓄能市场发展显着，但 COVID-19 大流行导致许多项目被推迟。 然而，世界银行召开峰会，敦促南亚国家开放和投资可持续水电。

例如，2020年9月，通用电气选择美格工程为印度昆达电站交付并调试4台125MW定速抽水蓄能发电机，计划于2023年调试。宣布计划

同样，斯里兰卡政府也高度重视抽水蓄能係统。 2020 年，国有锡兰电力局 (CEB) 获得了一个项目，以确定抽水蓄能电站并对其进行可行性研究，以填补供需缺口并储存能源。 日本国际协力基金的初步研究已确定康提的毛亚谷和Wewatenne是抽水蓄能的合适地点。

因此，由于上述因素，亚太地区有望在预测期内主导抽水蓄能发电市场。

抽水蓄能市场竞争者分析

抽水蓄能市场较为分散。 市场上的主要参与者包括通用电气公司、西门子股份公司、Enel SpA、Duke Energy Corporation、Voith GmbH &Co.KGaA。

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年抽水蓄能发电装机容量及预测（单位：GW
  • 到 2027 年的水电装机容量和预测 (GW)
  • 2013-2020 年水力发电量（太瓦时）
  • 近期趋势和发展状况
  • 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
  • 抽水蓄能发电系统成本

第 5 章市场细分

  • 类型
    • 开环
    • 闭环
  • 按地区
    • 北美
    • 欧洲
    • 亚太地区
    • 南美洲
    • 中东

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
    • 运营商
      • Duke Energy Corporation
      • EON SE
      • Enel SpA
      • Electricite de France SA（EDF）
      • Iberdrola SA
    • Technology Providers
      • General Electric Company
      • Siemens AG
      • Andritz AG
      • Mitsubishi Heavy Industries Ltd
      • Voith GmbH & Co. KGaA
      • Ansaldo Energia SpA

第7章 市场机会未来动向

简介目录
Product Code: 61332

The pumped hydro storage market installations totaled 159.49 GW in 2020, and it is anticipated to reach 235.07 GW by 2027, recording a CAGR of 5.87% during 2022-2027. The COVID-19 pandemic negatively impacted the global pumped hydro storage market due to disruptions in the international supply chain and a reduction in investments for upcoming projects. In addition, there have been delays in many pumped hydro storage projects (PHS) across the world due to many factors, including lockdown restrictions, unavailability of manpower, and others. The integration of variable renewable energy sources and ensuring grid stability are expected to drive the PHS market during the forecast period. Furthermore, increasing government targets to phase out fossil fuels is likely to aid the market's growth during the forecast period.​ However, the environmental and social impacts of PHS projects, coupled with increasing competition from other energy storage technologies, are expected to impact the market studied during the forecast period.

* Closed-loop pumped hydro storage power units are expected to lead the market during the forecast period, owing to their advantages over open-loop units and many under-construction projects, which are expected to be completed over the forecast period.

* Several novel PSH technologies are currently under development, which is expected to increase the development and deployment of PSH technology for energy storage while reducing costs and environmental impacts in the future, thus creating several opportunities. Further, as per the International Hydropower Association, nearly 240 GW of PSH projects are likely to come online by 2030.

* Asia-Pacific is the largest market for pumped hydro storage, owing to having achieved the highest annual increase in capacity in 2020, continuing the growth trajectory, majorly driven by China.

Pumped Hydro Storage Market Trends

Closed-loop Segment Expected to Dominate the Market

* In closed-loop systems, pumped hydro storage plants are created, in which one/both the reservoirs are artificially built, and no natural inflows of water are involved with either reservoir. The only way to store a substantial amount of energy is by locating a large body of water relatively near the second body of water but as high above as possible. In some places, this happens naturally. In others, one or both water bodies are man-made. The moderately low energy density of pumped storage systems entails either large differences in height or large flows between reservoirs.

* Closed-loop pumped hydro storage offers high flexibility, reliability, and high-power output. Since the closed-loop pumped-hydro systems are not connected to existing river systems, their impact on the environment is less compared to open-loop pumped hydro storage systems. Moreover, they can be located where support to the grid is required and therefore do not need to be positioned near an existing river.

* Over the coming years, closed-loop systems are likely to witness significant growth because of greater certainty in gaining an operating license or permits since they do not interfere with the existing river systems or any water streams. As per the Pacific Northwest National Laboratory (PNNL) under the US Department of Energy (DOE), the number of licensing applications and preliminary permits for closed-loop pumped hydro storage systems has significantly increased in recent years.

* The growing implementation of closed-loop pumped hydro storage projects in countries like the US can institute a favorable business scenario for developers to expand their market presence.

* For instance, Absaroka Energy LLC, a Montana-based renewable energy company, is developing the Gordon Butte closed-loop pumped hydro storage project located in Montana. The project was licensed in 2016, and the construction was set to start in July 2020 but was extended due to the COVID-19 pandemic. As per the Department of Energy (DOE), a new deadline for beginning construction is December 2022. Once commissioned, the project will have an installed capacity of 400 MW, and the estimated average annual energy is likely to reach 1300 GWh. This project might provide ancillary capabilities to Montana's evolving renewable energy market and offer multiple services to provide longevity, reliability, and stability to the existing grid infrastructure.

* Therefore, owing to the above points, the close-loop segment is expected to dominate the market during the forecast period.

Asia-Pacific Expected to Dominate the Market

* According to the International Hydropower Association, as of 2020, Asia-Pacific had around 77.21 GW of hydro storage installed capacity, with China and Japan accounting for the majority share in the region.

* The continued disinvestment from fossil fuels in the Asia-Pacific region has led to the development of renewable energy, hydropower, and pumped hydro storage facilities, especially in China, Japan, the ASEAN region, South Korea, and India.

* Furthermore, China announced its plan to become carbon neutral by 2060 and peak coal consumption by 2025. This led to increased investment in the renewable sector, and in 2020, around 13.76 GW of new hydropower was installed, including 1.2 GW of pumped storage from the last four units of the Jixi project.

* Additionally, the 1.8 GW Jixi Pumped Storage Power Station is the largest pumped hydro storage project with an estimated investment of USD 1.61 billion. It was developed by State Grid Xinyuan Company, a subsidiary company of State Grid Corporation of China (SGCC).

* Furthermore, South-East Asia witnessed significant development in the hydropower and pumped hydro storage market. However, many projects were delayed due to persistent lockdowns due to the COVID-19 pandemic. However, the World Bank held a summit to encourage South Asian nations to unlock and invest in sustainable hydropower.

* For instance, in September 2020, General Electric announced that Megha Engineering had selected it to provide and commission four 125 MW fixed speed pumped storage turbines for the Kundah power plant in India, and it is expected to be commissioned in 2023.

* Similarly, Sri Lanka's government is emphasizing pumped hydro storage systems. In 2020, the state-run Ceylon Electricity Board (CEB) was given a project to identify and conduct a feasibility study on pumped storage plants to tide over the time gaps between demand and supply and storage of energy. A preliminary investigation with the Japan International Cooperation fund identified Ma Oya Valley and Wewatenne in Kandy as suitable pump storage unit locations.

* Therefore, owing to the above factors, Asia-Pacific is expected to dominate the pumped hydro storage market during the forecast period.

Pumped Hydro Storage Market Competitor Analysis

The pumped hydro storage market is moderately fragmented. Some of the key players in the market include General Electric Company, Siemens AG, Enel SpA, Duke Energy Corporation, and Voith GmbH & Co. KGaA, among others.

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 Pumped Hydro Installed Capacity and Forecast in GW, till 2027
  • 4.3 Hydro Power Installed Capacity and Forecast in GW, till 2027
  • 4.4 Hydroelectricity Generation in TWh, 2013-2020
  • 4.5 Recent Trends and Developments
  • 4.6 Government Policies and Regulations
  • 4.7 Market Dynamics
    • 4.7.1 Drivers
    • 4.7.2 Restraints
  • 4.8 Supply Chain Analysis
  • 4.9 Porter's Five Forces Analysis
    • 4.9.1 Bargaining Power of Suppliers
    • 4.9.2 Bargaining Power of Consumers
    • 4.9.3 Threat of New Entrants
    • 4.9.4 Threat of Substitutes Products and Services
    • 4.9.5 Intensity of Competitive Rivalry
  • 4.10 Cost of Pumped Hydro Energy Storage System

5 MARKET SEGMENTATION

  • 5.1 Type
    • 5.1.1 Open-loop
    • 5.1.2 Closed-loop
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Europe
    • 5.2.3 Asia-Pacific
    • 5.2.4 South America
    • 5.2.5 Middle-East

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 Operators
      • 6.3.1.1 Duke Energy Corporation
      • 6.3.1.2 EON SE
      • 6.3.1.3 Enel SpA
      • 6.3.1.4 Electricite de France SA (EDF)
      • 6.3.1.5 Iberdrola SA
    • 6.3.2 Technology Providers
      • 6.3.2.1 General Electric Company
      • 6.3.2.2 Siemens AG
      • 6.3.2.3 Andritz AG
      • 6.3.2.4 Mitsubishi Heavy Industries Ltd
      • 6.3.2.5 Voith GmbH & Co. KGaA
      • 6.3.2.6 Ansaldo Energia SpA

7 MARKET OPPORTUNITIES AND FUTURE TRENDS