混合太阳能与储存技术市场-混合太阳能与储存及储存应用：全球市场分析与预测（2023-2032）

透过太阳能发电的间歇性再生能源发电技术已迅速发展，目前在世界发电中所占的比例创历史新高，并且还在继续扩大。 这种成长得益于技术进步、成本降低、政策支援和转型。 2022年再生能源发电装置容量创历史新高，将使全球再生能源供应增加约8%。 长期合约、优先接入电网和增加融资表明，间歇性再生能源发电技术的部署将在未来十年继续快速扩大。 鑑于太阳能供电的可变性，需要提高电网灵活性的解决方案，以可靠且经济高效地将越来越多的再生能源整合到电网中。

本报告中的区域预测也包括技术价格。 所有预测涵盖2023年至2032年的10年期间。 这些预测是根据我们的2021 年预测进行修订的，以考虑到每个地区正在建设或计划的新项目、COVID-19 大流行的持续破坏、通货膨胀控制法案(IRA) 的实施以及当前的经济困难因素。 。

北美市场目前是全球最大的再生能源与储存市场，预计至少到 2032 年都会维持这种状态。 该地区的成长是由美国新的太阳能与储能计画以及鼓励混合系统发展的政策变化所推动的。 到 2023 年，北美将与太阳能光伏一起安装 11,881 MW 的新能源储存系统 (ESS)，公用事业规模发电容量总计 27,259 MW。 到 2032 年，亚太地区预计仍将是第二大市场，每年太阳能和储存系统新增装置容量为 13,488 兆瓦。

目录

第 1 章执行摘要

第二章市场问题

• 促进因素
  • 混合太阳能加储能采购合约价格
  • 能源法规的政策变化
  • 偏远地区的微电网
  • 废除化石燃料发电厂
  • 负责任的土地使用
  • 公用事业规划挑战
• 抑制因素
  • 预测
  • 市场放宽与实体限制
  • 市场参与/调度软体
  • 能力认证
  • 报价参数
  • 互连
  • 资源规划与分配
  • 经济困难的影响
• Storage Plus 应用程式
  • 运转控制与输电拥堵
  • 能源价格套利
  • 再生能源输出
  • 产能市场与资源充足性
  • 辅助服务
  • 支援偏远微电网和岛屿地区

第三章产业价值链

• 锂离子电池价值流组成部分
  • 对上游流程的影响
  • 对中游流程的影响
  • 对下游流程的影响
• 光电逆变器价值链
  • 对上游流程的影响
  • 对中游流程的影响
  • 对下游流程的影响
• 网格储存项目：技术比较

第四章市场预测

• 分析方法与假设
  • COVID-19 感染传播的长期影响
• 按地区预测
• 太阳能与储存收入预测

第 5 章结论/建议

• 三大要点
• 对公用事业的建议
• 给监理机关的建议

第 6 章首字母缩写词和缩写词列表

第 7 章目录

第 8 章图表

第九章分析范围、资讯来源/分析方法、註释

Intermittent renewable energy generation technologies via solar PV have surged to capture a record share of global electricity generation and continue to expand. Technology improvements, cost reductions, and policy support and shifts underpin this growth. Record breaking renewable electricity capacity installations in 2022 have aided in global renewable energy supply increasing by about 8%. Long-term contracts, priority access to the grid, and increased funding suggest that the deployment of intermittent renewable energy generation technologies will continue to expand rapidly in the coming decade. Given the variability of power supply from solar PV, integrating increased levels of renewable energy onto electricity grids reliably and cost-effectively will require solutions that improve grid flexibility.

The forecasts in this Guidehouse Insights study, which are segmented by region include technology pricing. All forecasts cover the 10-year period from 2023 to 2032. These forecasts have been revised from 2021 projections to account for new projects in the regional pipeline, lingering disruptions from the COVID-19 pandemic, the launch of the Inflation Reduction Act (IRA), and current economic hardship factors.

The North American market is currently the largest globally for renewables plus storage and projected to remain so through at least 2032. Leading the region's growth are new solar plus storage projects in the US, and policy changes that encourage growth of hybrid systems. In 2023, North America is expected to see 11,881 MW of new energy storage system (ESS) capacity installed alongside solar PV, and 27,259 MW of total utility-scale power capacity. Through 2032, Asia Pacific is expected to remain the second largest market overall with an annual 13,488 MW of new solar PV plus storage capacity.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecasts

2. Market Issues

• 2.1 Drivers
  • 2.1.1 Hybrid Solar Plus Storage Purchase Agreement Prices
  • 2.1.2 Policy Changes to Energy Codes
  • 2.1.3 Microgrids in Remote Regions
  • 2.1.4 Fossil Fuel Power Plant Retirements
  • 2.1.5 Responsible Land Use
  • 2.1.6 Utility Planning Challenges
• 2.2 Barriers
  • 2.2.1 Forecasting
  • 2.2.2 Market Mitigation and Physical Withholding
  • 2.2.3 Market Participation and Scheduling Software
  • 2.2.4 Capacity Accreditation
  • 2.2.5 Offer Parameters
  • 2.2.6 Interconnection
  • 2.2.7 Resource Planning and Distribution
  • 2.2.8 Impacts from Economic Hardship
• 2.3 Storage Plus Applications
  • 2.3.1 Curtailment and Transmission Congestion
  • 2.3.2 Energy Price Arbitrage
  • 2.3.3 Renewables Output
  • 2.3.4 Capacity Markets and Resource Adequacy
  • 2.3.5 Ancillary Services
  • 2.3.6 Remote Microgrids and Support for Island Regions

3. Industry Value Chain

• 3.1 Li-ion Battery Value Stream Components
  • 3.1.1 Upstream Impacts
  • 3.1.2 Midstream Impacts
  • 3.1.3 Downstream Impacts
• 3.2 Solar Inverter Value Chain
  • 3.2.1 Upstream Impacts
  • 3.2.2 Midstream Impacts
  • 3.2.3 Downstream Impacts
• 3.3 Grid Storage Project Technology Comparisons

4. Market Forecasts

• 4.1 Methodology and Assumptions
  • 4.1.1 Lingering COVID-19 Pandemic Impacts
• 4.2 Forecasts by Region
• 4.3 Solar Plus Storage Revenue Projections

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations for Utilities
• 5.3 Recommendations for Regulators

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes