资讯中心废热再利用的全球市场:收益预测 - 各建设类型，冷却各技术，各资料中心规模，热泵使用(2024年～2033年)

资料中心的废热回收市场仍处于起步阶段，但它已经实现了家庭、企业和製造工厂供暖的脱碳。据国际能源总署（IEA）称，资料中心的规模、数量和电力需求正在迅速扩大，预计2026年全球电力消耗将增加一倍。随着资料中心的不断发展，有了可以实现重复使用的基础设施，它们可以利用大量无排放热量来帮助实现永续发展目标。目前，资料中心废热回收最常见的应用是区域供热、空间供热、热水、农业、水产养殖和低品位製程加热。

当今资料中心废热回收市场的主要驱动力是新资料中心的快速发展和全球气候变迁缓解政策的普遍增加。其他推动因素包括潜在承购商对废热回收机会的认识不断提高，以及资料中心和承购商的企业永续发展目标不断提高。进一步采用废热回收的最大障碍是缺乏合适的热传导基础设施。此外，由于对现有设施进行废热回收系统改造的成本相当高昂，目前大多数废热回收都是在新的资料中心进行的。政府政策、后勤支援以及将资料中心与购电者配对的热力输送网路的发展是减少这些障碍的重要途径。

本报告研究了全球资料中心废热再利用市场，并分析了当前的市场问题、技术趋势、市场推动因素、阻碍因素和政策前景。市场细分提供了 2033 年按地区、建筑类型、资料中心冷却技术和热泵使用情况划分的收入和预测。

目录

第1章 摘要整理

第2章 市场问题

• 简介
• 促进因素
• 阻碍因素

第3章 产业价值链

• 竞争情形
  • M&A及投资活动
  • 经营模式的演进

第4章 市场预测

• 调查手法
• 定义和范围
• 全球预测
• 地区预测
  • 北美
  • 欧洲
  • 其他

第5章 结论·建议

• 结论
• 3个大的要点
• 推荐事项

第6章 与缩写简称一览

第7章 目录

第8章 图表

第9章 调查范围，资讯来源与调查手法，註解

The market for the reuse of waste heat from data centers, while currently nascent, is already decarbonizing heating for homes, businesses, and manufacturing facilities. Data centers are rapidly growing in size, number, and electricity demand and are expected to double in power consumption globally by as soon as 2026 according to the International Energy Agency. As data centers continue to grow, a large capacity of emissions-free heat will be available to meet sustainability goals if infrastructure is in place to enable it to be reused. The most common applications of data center waste heat recovery currently include district heating, space heating, water heating, agriculture, aquaculture, and low grade process heating.

The primary driver of the data center waste heat recovery market today is the rapid development of new data centers paired with a generally increasing level of climate change abatement policies globally. Other drivers include increasing awareness of the opportunities for waste heat recovery among potential offtakers, and growing corporate sustainability goals for both data centers and offtakers. A lack of suitable heat transfer infrastructure is the single largest barrier to further adoption of waste heat recovery. Additionally, most waste heat recovery today occurs in newly built data centers, as retrofitting a heat recovery system into existing facilities involves significant costs. Government policies and logistic support for pairing data centers with offtakers, as well as the development of heat transfer networks, are key ways to reduce these barriers.

This Guidehouse Insights report examines the global market for data center waste heat recovery, analyzing current market issues, technology trends, drivers, barriers, and the policy landscape. Market forecasts are presented for revenue through 2033 and are segmented by region, construction type, data center cooling technology, and heat pump usage.

Table of Contents

1. Executive Summary

• 1.1 State of the Market
• 1.2 Market Drivers and Barriers
• 1.3 Market Forecasts

2. Market Issues

• 2.1 Introduction
  • 2.1.1 Technology Definitions
  • 2.1.2 Use Cases and End Users
• 2.2 Drivers
  • 2.2.1 Growing Data Center Demand
  • 2.2.2 Government Mandates, Policies, and Incentives
    • 2.2.2.1 North America
    • 2.2.2.2 Europe
    • 2.2.2.3 Asia Pacific
  • 2.2.3 Waste Heat End User Growth
  • 2.2.4 Sustainability Goals
• 2.3 Barriers
  • 2.3.1 Lack of Existing Infrastructure
  • 2.3.2 Generally Low Grade of Heat
  • 2.3.3 Seasonality and Offtaker Availability
  • 2.3.4 Expensive Retrofit Options

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 M&A and Investment Activities
  • 3.1.2 Business Model Evolution
    • 3.1.2.1 Value of Heat
    • 3.1.2.2 Emerging Market Approaches

4. Market Forecasts

• 4.1 Methodology
• 4.2 Definitions and Scope
• 4.3 Global Forecasts
• 4.4 Regional Forecasts
  • 4.4.1 North America
  • 4.4.2 Europe
  • 4.4.3 Rest of World

5. Conclusions and Recommendations

• 5.1 Conclusion
• 5.2 Three Big Takeaways
• 5.3 Recommendations
  • 5.3.1 Regulators and Legislators Must Offer Support, Both Monetary and Logistic
  • 5.3.2 Data Center Operators Must Remain Creative While Advocating for Supportive Infrastructure
  • 5.3.3 District Heating and Heat Utility Operators Should Play a Powerful Mediating Role
  • 5.3.4 Manufacturers of Industrial Heat Pumps and Supporting Infrastructure Must Be Flexible and Innovative When Approaching the Data Center Market

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes