美国水电市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

美国水电市场预计在 2022-2027 年的预测期内以超过 0.5% 的复合年增长率增长。

随着需求放缓，COVID-19 大流行扰乱了建筑活动和发电，从而对市场产生了负面影响。 从增长市场的角度来看，丰富的水电资源的存在以及越来越多地采用清洁能源可能会推动市场的发展。 然而，太阳能和风能等替代可再生能源的迅速采用可能会限制市场。

主要亮点

• 在预测期内，大型水电可能会出现显着增长。
• 美国製定了到 2030 年 33-50% 的电力来自可再生能源的目标。 这一目标，加上大量水资源的存在，可能会为未来参与市场的参与者提供机会。
• 替代性可再生能源（例如太阳能和风能）可能是市场的一个制约因素，因为它们成本较低，安装和运行难度也较小。

美国水电市场趋势

主流大型水电

• 大型水力发电是利用水流的可再生能源发电，用于驱动大型水轮机。 为了在城市地区产生大量的水力发电，需要修建湖泊、水库、水坝等来蓄水，用于发电、灌溉、生活和工业用途。 大型水电装置可以很容易地打开和关闭，使水电比许多其他能源更可靠，可以满足每日高峰用电需求。
• 大型水电的类型包括常规水力发电厂、抽水蓄能发电厂和自来水发电厂。
• 2020 年 1 月，美国新签发了 3 个 2GW 抽水蓄能项目许可证，另有 22GW 处于初步审批阶段。 对存储的需求正在增长，但额外部署抽水蓄能的主要障碍是获得长期融资以支付高昂的初始资本成本。 能源部水电技术办公室继续为水电研发提供创纪录水平的资金，其中 7000 万美元用于海洋能源，3500 万美元用于传统水电。
• 此外，在建的400MW戈登比尤特抽水蓄能电站计划于2023年投入商业运营，进一步拉动市场。
• 因此，由于上述因素，大型水电在预测期内可能会出现显着增长。

替代可再生能源项目抑制市场

• 在美国，太阳能比以往任何时候都更实惠、更容易获得和普及。 这是由于近年来光伏电池板的平均成本下降了近80%。 随着太阳能在大多数州与传统能源在经济上展开竞争，整个美国的太阳能行业正在迅速成熟。
• 根据美国太阳能行业协会的数据，到 2021 年，美国的太阳能装机容量将达到 9618 万千瓦，比上一年增长约 26%。 在公用事业太阳能领域，有超过 11.2 吉瓦的项目在建，市场有望达到 17.5 吉瓦的年新增产能。 在行业历史上，单季度住宅太阳能装机量首次超过 1 吉瓦，使系统总数超过 130,000 个。
• 2021 年 3 月，美国能源部 (DOE) 宣布了一项雄心勃勃的目标，即在未来十年内将太阳能发电成本降低 60%。 此外，美国能源部已资助约 1.28 亿美元，以降低成本、提高性能并在 2030 年之前加快太阳能技术的部署。
• 此外，自能源信息署开始收集数据以来，风力发电是 2022 年 4 月的第二大发电来源。 此外，在旨在扩大国内能源生产的“美国优先”政策下，风力发电得到了政府的大力支持。
• Vestus 宣布将于 2022 年 4 月为一个未命名的美国项目收到 33 台 V162-6.2MW 涡轮机和 1 台 V136-3.45MW 涡轮机的订单，并于 2023 年最后一个季度进行调试。。
• 因此，鑑于上述情况，替代可再生能源可能会在预测期内抑制美国的水电市场。

美国水电市场竞争对手分析

美国水电市场适度整合。 市场上的主要参与者是 GE Renewable Energy、Siemens Energy AG、Andritz AG、Voith GmbH & Co.KGaA、Duke Energy Corporation 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 2 章执行摘要

第三章研究方法论

第 4 章市场概述

• 介绍
• 到 2027 年的水电装机容量和预测（单位：GW
• 2021 年水电装机容量份额
• 到 2027 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
• PESTLE 分析

第 5 章市场细分：按规模

• 大型水电（100 兆瓦或以上）
• 小型水电（小于 10 兆瓦）
• 其他规模（10-100MW）

第六章竞争格局

• 併购、合资企业、联合研究、合同
• 主要参与者采用的策略
• 公司简介
  • GE Renewable Energy
  • Siemens Energy AG
  • Andritz AG
  • Voith Gmb & Co. KGaA
  • Duke Energy Corporation
  • Georgia Power Company

第7章 市场机会与动向

The United States Hydropower Market is expected to grow at a CAGR of more than 0.5% during the forecast period of 2022-2027. The COVID-19 pandemic negatively affected the market by causing disruption in the construction activities and in the amount of electricity generated since the demand slipped due to the pandemic. In terms of the growth market, increasing adoption of clean sources of energy along with the presence of abundant hydro resources are likely to drive the market. However, the rapid adoption of alternative renewable energy sources such as solar, and wind energy may restrain the market.

Key Highlights

• Large Hydropower is likely to witness significant growth during the forecast period.
• The United States aims to achieve 33-50 % of electricity production through renewables by 2030. This target coupled with the presence of significant water resources is likely to present opportunities to players involved in the market in the future.
• Alternative renewable energy sources such as solar energy, and wind energy due to their significantly less cost and less difficulty of installation and operation are likely to restrain the market.

US Hydropower Market Trends

Large Scale Hydropower to Dominate

• Large-scale hydropower is a form of renewable energy generation derived from flowing water, which is used to drive large water turbines. To generate large amounts of hydroelectricity for cities, lakes, reservoirs, and dams are needed to store and regulate water for later release for power generation, irrigation, and domestic or industrial use. Since large-scale hydropower facilities can easily be turned on and off, hydropower has become more reliable than most other energy sources for meeting peak electricity demands throughout the day.
• Conventional hydroelectric dams pumped storage, and run-of-the-river are the different types of large-scale hydropower plants across the world.
• In January 2020, the United States issued three licenses for 2 GW of new pumped storage projects, and another 22 GW had received preliminary permits. Although demand for storage is increasing, the primary obstacle to the deployment of additional pumped storage hydropower is obtaining long-term financing to cover high up-front capital costs. The Department of Energy Water Power Technologies Office continues to see record funding levels for hydropower research and development, including USD 70 million for marine energy and USD 35 million for conventional hydropower
• Furthermore, the under-construction 400 MW Gordon Butte Pumped Storage Hydro Power plant is expected to go into commercial operations in 2023 which will further drive the market.
• Thus, due to the above-mentioned factors, large-scale hydropower is likely to witness significant growth during the forecast period.

Alternative Renewable Energy Projects to Restrain the Market

• Solar energy is more affordable, accessible, and prevalent in the United States than ever before. This is due to the declining average cost of solar PV panels by nearly 80% in recent years. The solar energy segment is maturing rapidly around the country since solar electricity is now economically competitive with conventional energy sources in most states.
• In 2021, according to the Solar Energy Industries Association of the United States, solar PV installed capacity in the United States reached 96.18 GW 2020, representing an increase of about 26% compared to the previous year's value. The utility solar PV sector has more than 11.2 GW of under-construction projects, putting the market on pace to hit 17.5 GW of annual capacity additions. The residential solar installations exceeded 1 GW and more than 130,000 systems in a single quarter for the first time in the industry's history.
• In March 2021, the United States Department of Energy (DOE) announced ambitious targets to reduce the cost of solar energy by 60% in the next ten years. Additionally, DOE has funded around USD 128 million to lower costs, improve performance, and speed the deployment of solar energy technologies by 2030.
• Furthermore, Wind Energy became the second-largest source of electricity generation in April 2022 since Energy Information Authority began collecting data. Moreover, the Wind Power sector is receiving immense support from the government, due to the America First Policy, which aims to boost domestic energy production.
• In April 2022, Vestas announced that it received an order to supply 33 V162-6.2 MW turbines and 1 V136-3.45 MW turbines to an unnamed project in the United States which will be commissioned in the last quarter of 2023.
• Thus due to the above-mentioned points, alternative renewable energy sources are likely to restrain the hydropower market in the United States during the forecast period.

US Hydropower Market Competitor Analysis

The United States Hydropower Market is moderately consolidated. Some of the major players operating in the market are GE Renewable Energy, Siemens Energy AG, Andritz AG, Voith Gmb & Co. KGaA, Duke Energy Corporation, and many more.

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 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Installed Capacity and Forecast in GW, till 2027
• 4.3 Hydropower Installed Capacity Share, 2021
• 4.4 Hydroelectric Generation in TWh, till 2027
• 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 PESTLE Analysis

5 MARKET SEGMENTATION-BY SIZE

• 5.1 Large Hydropower (Greater than 100 MW)
• 5.2 Small Hydropower (Smaller than 10 MW)
• 5.3 Other Sizes (10-100 MW)

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 GE Renewable Energy
  • 6.3.2 Siemens Energy AG
  • 6.3.3 Andritz AG
  • 6.3.4 Voith Gmb & Co. KGaA
  • 6.3.5 Duke Energy Corporation
  • 6.3.6 Georgia Power Company

7 MARKET OPPORUNITIES AND FUTURE TRENDS