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水电 - 市场占有率分析、产业趋势与统计、成长预测(2024 - 2029)

Hydropower - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: | 出版商: Mordor Intelligence | 英文 124 Pages | 商品交期: 2-3个工作天内

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简介目录

2024年水力发电市场规模预计为1.40太瓦,预计到2029年将达到1.47太瓦,在预测期内(2024-2029年)CAGR为1.02%。

水力发电-市场

主要亮点

  • 从中期来看,政府支持的新水力发电项目数量不断增加以及对可靠电力的需求不断增长等因素预计将在预测期内推动市场发展。
  • 另一方面,水力发电项目的负面环境后果可能会阻碍预测期内的市场成长。
  • 儘管如此,旨在增加水力发电的新兴技术趋势预计将在未来几年为水力发电市场提供重大机会。

水电市场趋势

大型水力发电(大于100兆瓦)领域将主导市场

  • 大型水力发电是一种利用流动水来驱动大型水轮机的再生能源发电形式。为了为城市产生大量水力发电,需要湖泊、水库和水坝来储存和调节水,以便以后释放用于发电、灌溉以及家庭或工业用途。由于大型水力发电设施可以轻鬆打开和关闭,因此水力发电比大多数其他能源更可靠,可以满足全天的高峰电力需求。
  • 传统水力发电厂大坝、抽水蓄能和径流式水力发电厂是全球大型水力发电厂的不同类型。
  • 根据国际再生能源机构的数据,2022年全球水力发电投资约为75.5亿美元,而2021年投资约为78.3亿美元。全球对新增水电产能的持续投资推动了大型水力发电领域的成长。此外,大型水力发电安装的平均成本相对较低。
  • 中国、巴西、美国、加拿大、印度、日本是全球大型水力发电计画部署的主要国家。全球所有主要已开发经济体和新兴经济体转向清洁能源以及计划增加再生能源在总发电结构中的份额等因素预计将在预测期内推动大型水力发电领域的发展。
  • 除了主要水力发电国家外,东南亚地区的小国也在大水电开发方面快速前进。推动湄公河经济成长的能源需求不断增加,吸引了沿岸国家对水力发电开发的浓厚兴趣。过去几十年来,该地区水力发电项目的大量投资证明了这一点。
  • 例如,寮国政府宣布计画完成12座水力发电大坝项目,总容量1950兆瓦。水力发电开发是寮国政府计画的核心优先事项,计画在 2030 年向邻国出口约 20,000 兆瓦电力。
  • 2022年5月,Drax Group PLC向Cruachan电站投资6.16亿美元。该公司计划为Cruachan电站新增600兆瓦地下抽水蓄能水力发电装置。该公司计划在 2030 年将 Cruachan 设施的容量增加一倍,并于 2024 年开始现场施工。该公司计划在 Ben Cruachan 挖空一个洞穴,并挖掘约 200 万吨岩石来容纳发电站和相关基础设施。
  • 因此,基于上述因素,预计大型水力发电(大于100兆瓦)领域将在预测期内主导全球水力发电市场。

亚太地区将主导市场

  • 近年来,亚太地区在水力发电市场上占据主导地位,并且在预测期内很可能会保持其主导地位。根据国际再生能源机构的数据,截至2022年,中国是全球水力发电市场的领导者,装置容量为413.5吉瓦。
  • 中国宣布计画在2060年实现碳中和,2025年实现煤炭消费高峰。这导致再生能源领域投资增加,2022年新增水电装置约22.5吉瓦。
  • 2023年5月,中国国家发展改革委员会(NDRC)宣布批准在西藏自治区建造一座新水力发电厂,资金支持约84.3亿美元。电站年均发电量将超过112.8亿度。
  • 此外,2023年2月,印度批准国家水力发电公司(NHPC)投资39亿美元建设位于阿鲁纳恰尔邦的2,880兆瓦(MW)迪邦水力发电项目,预计该项目将耗时9年建设。
  • 因此,基于上述因素,亚太地区预计将在预测期内主导全球水力发电市场。

水电产业概况

水电市场是半整合的。一些主要参与者包括(排名不分先后)GE Renewable Energy、Siemens Energy AG、Andritz AG、Voith GmbH & Co. KGaA 和 PJSC RusHydro 等。

2022年3月,安德里茨与泰国发电局(EGAT)签署了谅解备忘录(MoU),共同探索并扩大泰国及週边东南亚国家水力发电计画的商机。

额外的好处:

  • Excel 格式的市场估算 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章:简介

  • 研究范围
  • 市场定义
  • 研究假设

第 2 章:执行摘要

第 3 章:研究方法

第 4 章:市场概览

  • 介绍
  • 到 2028 年装置容量和预测(GW)
  • 最新趋势和发展
  • 政府政策法规
  • 市场动态
    • 司机
      • 可靠电力的需求不断增长
      • 加大政府对水力发电的支持力度
    • 限制
      • 水力发电项目的负面环境影响
  • 供应链分析
  • 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
    • 替代产品和服务的威胁
    • 竞争激烈程度

第 5 章:市场细分

  • 尺寸
    • 大型水力发电(大于100兆瓦)
    • 小型水力发电(10兆瓦以下)
    • 其他尺寸(10-100 MW)
  • 地理
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 欧洲其他地区
    • 亚太
      • 中国
      • 印度
      • 日本
      • 韩国
      • 亚太其他地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区
    • 中东和非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 南非
      • 中东和非洲其他地区

第 6 章:竞争格局

  • 併购、合资、合作与协议
  • 领先企业采取的策略
  • 公司简介
    • GE Renewable Energy
    • Siemens Energy AG
    • Andritz AG
    • Voith GmbH & Co. KGaA
    • China Yangtze Power Co. Ltd
    • PJSC RusHydro
    • Electricite de France SA (EDF)
    • Iberdrola SA

第 7 章:市场机会与未来趋势

  • 旨在增加水力发电的新兴技术趋势
简介目录
Product Code: 53814

The Hydropower Market size is estimated at 1.40 terawatt in 2024, and is expected to reach 1.47 terawatt by 2029, growing at a CAGR of 1.02% during the forecast period (2024-2029).

Hydropower - Market

Key Highlights

  • Over the medium term, gactors such as the increasing number of new hydropower projects backed by government support and the rising demand for reliable electricity are expected to drive the market during the forecast period.
  • On the other hand, negative environmental consequences of hydropower projects are likely to hinder the market growth during the forecast period.
  • Nevertheless, emerging technological trends aimed at increasing hydropower generation are expected to provide significant opportunities for the hydropower market in the coming years.

Hydropower Market Trends

The Large Hydropower (Greater Than 100 MW) Segment to Dominate the Market

  • Large-scale hydropower is a form of renewable energy generation derived from flowing water, which is used to drive large water turbines. In order 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 worldwide.
  • As per International Renewable Energy Agency, around USD 7.55 billion was invested in hydropower globally in 2022, whereas around USD 7.83 billion was invested in 2021. The constant investment in new hydropower capacity globally drives growth in large hydropower segments. Also, the average cost of large hydropower installation is comparatively low.
  • China, Brazil, the United States, Canada, India, and Japan are the major countries in the deployment of large-scale hydropower projects across the world. Factors such as a shift towards cleaner energy sources and plans to increase the share of renewable energy in the total power generation mix across all the major developed and emerging economies across the world are expected to drive the large hydropower segment during the forecast period.
  • In addition to the major hydropower countries, smaller countries from the Southeast Asia region are also moving forward rapidly in the large hydropower development. Increasing demand for energy to boost the Mekong economy has attracted riparian countries' keen interest in hydropower development. Over the last few decades, this has been evidenced by extensive investment in hydropower projects across the region.
  • For instance, the Lao government announced that it plans to complete 12 hydropower dam projects with a total capacity of 1,950 MW. Hydropower development is a central priority of the Lao government's plan to export around 20,000 MW of electricity to its neighboring countries by 2030.
  • In May 2022, Drax Group PLC invested USD 616 million in the Cruachan power station. The company planned to add 600 MW of underground pumped storage hydropower capacity to the Cruachan power station. The company plans to double the Cruachan facility's capacity by 2030, and work on-site begins in 2024. The company plans to hollow out a cavern in Ben Cruachan and excavate around two million tons of rock to house the power station and related infrastructure.
  • Therefore, based on the factors mentioned above, the large hydropower (greater than 100 MW) segment is expected to dominate the global hydropower market during the forecast period.

Asia-Pacific to Dominate the Market

  • The Asian-Pacific region has dominated the hydropower market in recent years, and it is likely to maintain its dominance during the forecast period. According to International Renewable Energy Agency, as of 2022, China is the global leader in the hydropower market, with an installed capacity of 413.5 GW.
  • 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 2022, around 22.5 GW of new hydropower was installed.
  • In May 2023, the National Development and Reform Commission (NDRC) of China announced to approval construction of a new hydropower plant in the Xizang Autonomous region which will have capital backing of around USD 8.43 billion. The annual average electricity volume produced by the plant will surpass 11.28 billion kilowatt-hours.
  • Further, in February 2023, India approved a USD 3.9 billion investment for the 2,880 megawatts (MW) Dibang hydropower project in Arunachal Pradesh, National Hydroelectric Power Corporation (NHPC), and it is estimated that this project will take nine years to build.
  • Therefore, based on the factors mentioned above, Asia-Pacific is expected to dominate the global hydropower market during the forecast period.

Hydropower Industry Overview

The hydropower market is semi-consolidated. Some of the major players include (not in particular order) GE Renewable Energy, Siemens Energy AG, Andritz AG, Voith GmbH & Co. KGaA, and PJSC RusHydro, among others.

In March 2022, ANDRITZ and the Electricity Generating Authority of Thailand (EGAT) signed a Memorandum of Understanding (MoU) to jointly explore and expand business opportunities for hydropower projects in Thailand and surrounding Southeast Asian countries.

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 2028
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Rising Demand for Reliable Electricity
      • 4.5.1.2 Increasing Government Support for Hydropower Gneeration
    • 4.5.2 Restraints
      • 4.5.2.1 Negative Environmental Consequences of Hydropower Projects
  • 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 Size
    • 5.1.1 Large Hydropower (Greater Than 100 MW)
    • 5.1.2 Small Hydropower (Smaller Than 10 MW)
    • 5.1.3 Other Sizes (10-100 MW)
  • 5.2 Geography
    • 5.2.1 North America
      • 5.2.1.1 United States
      • 5.2.1.2 Canada
      • 5.2.1.3 Rest of North America
    • 5.2.2 Europe
      • 5.2.2.1 Germany
      • 5.2.2.2 France
      • 5.2.2.3 United Kingdom
      • 5.2.2.4 Rest of Europe
    • 5.2.3 Asia-Pacific
      • 5.2.3.1 China
      • 5.2.3.2 India
      • 5.2.3.3 Japan
      • 5.2.3.4 South Korea
      • 5.2.3.5 Rest of Asia-Pacific
    • 5.2.4 South America
      • 5.2.4.1 Brazil
      • 5.2.4.2 Argentina
      • 5.2.4.3 Rest of South America
    • 5.2.5 Middle East and Africa
      • 5.2.5.1 Saudi Arabia
      • 5.2.5.2 United Arab Emirates
      • 5.2.5.3 South Africa
      • 5.2.5.4 Rest of 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 GE Renewable Energy
    • 6.3.2 Siemens Energy AG
    • 6.3.3 Andritz AG
    • 6.3.4 Voith GmbH & Co. KGaA
    • 6.3.5 China Yangtze Power Co. Ltd
    • 6.3.6 PJSC RusHydro
    • 6.3.7 Electricite de France SA (EDF)
    • 6.3.8 Iberdrola SA

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Emerging Technological Trends Aimed at Increasing Hydropower Generation