商业和工业建筑的 DER（分散式能源）：全球市场商业和工业运营的收入和容量预测（2024-2033 年）

随着政府的大量资金投入，分散式能源（DER）的部署速度预计将在未来十年内加快。随着商业和工业(C&I) 设施营运商继续投资于DER 的弹性和可持续性效益，这一波资金、新法规以及企业对脱碳兴趣的增加将推动该行业向前发展，预计将支持成长。然而，工商业设施的需求是多种多样的，通用的DER实施模式可能无法直接适用。

政府支持和授权的增加是 C&I DER 采用的最大动力。除了监管要求之外，该公司还热衷于采用清洁的分散式能源来实现其内部气候目标。还有很强的经济原因，例如降低能源成本和参与负载管理等电网服务。儘管这些力量很强大，但该行业仍然面临着大多数分散式能源无法满足的更高的装置容量需求、消防安全问题以及对类似工商业设施成功案例的认识不足，这些都存在重大的采用障碍。

本报告分析了商业和工业建筑分散式能源技术（包括太阳能发电、发电机组、分散式储能係统和电动车充电系统）的全球市场，并确定了当前的市场课题、技术趋势，并分析了促进其发展的因素。它还预测了到 2033 年依技术、行业和地区划分的市场收入和装置容量趋势。

目录

第一章执行摘要

第二章 市场问题

• 政府加快对分散式能源的资助将促进商业和工业 (C&I) 的采用，但课题仍然存在
• 定义
• 技术趋势
  • 太阳能
  • 发电机组
  • DESS（分散式储能係统）
  • 电动车充电
• 政策情势
  • 北美
  • 欧洲
  • 亚太地区
• 促进因素
• 抑制因素

第三章产业价值链

• 竞争格局
  • 併购 (M&A) 活动
  • 商业模式的演变

第四章市场预测

• 定义和范围
• 调查方法
• 全球C&I DER收入预测
• 全球C&I DER装置容量预测
• 收入预测：依地区
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东/非洲

第 5 章结论和建议

• 新一波政策支持下，C&I DER快速成长
• 4大要点
• 推荐
  • 商业利害关係人
  • 行业利益相关者
  • 分散式能源供应商
  • 政策制定者

第六章 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 研究范围

第10章 资料来源、研究方法及註释

A growing wave of government funding is expected to accelerate distributed energy resources (DER) adoption rates over the next decade. As operators of commercial and industrial (C&I) sites continue to invest in DER resilience and sustainability benefits, this wave of funding, new regulations, and growing corporate interest in decarbonizing will boost growth in this sector. Even so, the needs of C&I sites vary widely and common DER deployment models may not always be directly applicable.

Growing government support and mandates are the largest driver for C&I DER adoption. Aside from regulatory requirements, companies are eager to adopt clean DER to help themselves meet internal climate goals. Significant financial reasons also exist for these adoptions, such as lower energy costs and the ability to participate in grid services like load management. While these forces are strong, the sector does have significant barriers to deployment including capacity needs that are higher than most DER can meet, fire safety issues, and low awareness of successes from comparable C&I facilities.

This Guidehouse Insights report examines the global market for DER technologies in industrial and commercial buildings, including solar PV, generator sets, distributed energy storage systems, and EV charging systems. It analyzes current market issues, technology trends, drivers, barriers, and the policy landscape. Market forecasts for revenue and capacity are segmented by technology, vertical, and region, and extend through 2033.

Table of Contents

1. Executive Summary

• 1.1 Commercial and Industrial Distributed Energy Resources Expect Strong Growth on the Back of Unprecedented Government Investments
• 1.2 Key Market Trends
• 1.3 Market Outlook

2. Market Issues

• 2.1 Accelerated Government Funding for DER Will Boost Commercial and Industrial Adoption, but Challenges Remain
• 2.2 Definitions
  • 2.2.1 Solar PV
  • 2.2.2 Gensets
  • 2.2.3 DESS
  • 2.2.4 EV Charging
• 2.3 Technology Trends
  • 2.3.1 Solar PV
    • 2.3.1.1 Case Study: Kaiser Permanente
  • 2.3.2 Gensets
    • 2.3.2.1 Diesel
    • 2.3.2.2 Natural Gas
    • 2.3.2.3 Case Study: Acciona Aqua SA
    • 2.3.2.4 Case Study: Enchanted Rock
  • 2.3.3 DESS
    • 2.3.3.1 Case Study: Optus
  • 2.3.4 EV Charging
    • 2.3.4.1 Case Study: AC Transit and Schneider Electric
    • 2.3.4.2 Case Study: New York City Schools and Itron
• 2.4 Policy Landscape
  • 2.4.1 North America
    • 2.4.1.1 US: Federal Level
    • 2.4.1.2 US: State Level
    • 2.4.1.2.1 California
    • 2.4.1.2.2 Washington State
    • 2.4.1.2.3 Connecticut
    • 2.4.1.2.4 Massachusetts
    • 2.4.1.3 Canada
  • 2.4.2 Europe
    • 2.4.2.1 UK
    • 2.4.2.2 France
  • 2.4.3 Asia Pacific
    • 2.4.3.1 Japan
    • 2.4.3.2 Australia
    • 2.4.3.3 China
• 2.5 Drivers
• 2.6 Barriers

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 Merger and Acquisition Activities
  • 3.1.2 Business Model Evolution

4. Market Forecasts

• 4.1 Definitions and Scope
• 4.2 Methodology
• 4.3 Global C&I DER Revenue Forecasts
• 4.4 Global C&I DER Capacity Forecasts
• 4.5 Regional Revenue Forecasts
  • 4.5.1 North America
  • 4.5.2 Europe
  • 4.5.3 Asia Pacific
  • 4.5.4 Latin America
  • 4.5.5 Middle East & Africa

5. Conclusions and Recommendations

• 5.1 C&I DER Is Growing Rapidly, Buoyed by a Fresh Wave of Policy Support
• 5.2 Four Big Takeaways
• 5.3 Recommendations
  • 5.3.1 Commercial Stakeholders
  • 5.3.2 Industrial Stakeholders
  • 5.3.3 DER Vendors
  • 5.3.4 Policy Makers

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology & Notes

List of Tables

• Annual C&I DER Revenue by Region, World Markets: 2024-2033
• Annual C&I DER Revenue by Technology, World Markets: 2024-2033
• Annual C&I DER Revenue by Region and Application, World Markets: 2024-2033
• Annual C&I DER Capacity Additions by Region, World Markets: 2024-2033
• Annual C&I DER Capacity Additions by Technology, World Markets: 2024-2033
• Annual C&I DER Capacity by Region and Application, World Markets: 2024-2033
• Cumulative C&I DER Capacity Additions by Region, World Markets: 2024-2033
• Cumulative C&I DER Capacity Additions by Technology, World Markets: 2024-2033
• Annual C&I DER Revenue by Technology, North America: 2024-2033
• Annual C&I DER Revenue by Technology, Europe: 2024-2033
• Annual C&I DER Revenue by Technology, Asia Pacific: 2024-2033
• Annual C&I DER Revenue by Technology, Latin America: 2024-2033
• Annual C&I DER Revenue by Technology, Middle East & Africa: 2024-2033

Market Competitive Structure

List of Figures

• Annual C&I DER Revenue by Region, World Markets: 2024-2033
• Annual C&I DER Revenue by Region and Application, World Markets: 2024-2033
• Annual C&I DER Revenue by Technology, World Markets: 2024-2033
• Annual C&I DER Capacity Additions by Region, World Markets: 2024-2033
• Annual C&I DER Capacity Additions by Technology, World Markets: 2024-2033
• Annual C&I DER Revenue by Technology, North America: 2024-2033
• Annual C&I DER Revenue by Technology, Europe: 2024-2033
• Annual C&I DER Revenue by Technology, Asia Pacific: 2024-2033
• Annual C&I DER Revenue by Technology, Latin America: 2024-2033
• Annual C&I DER Revenue by Technology, Middle East & Africa: 2024-2033

C&I DER Capacity Annual Proportional Additions by Technology, World Markets: 2024

C&I DER Capacity Annual Proportional Additions by Technology, World Markets: 2033

Cost of Natural Gas (USD/MMBTU) for the US and Europe; July 2020 to July 2023

Select Major Players in the C&I DER Market