发电下一代地热技术

下一代地热技术 (NGGT) 是一套旨在达到地下高温的方案，它超越了传统的热液技术，并充分利用了非常规油气 (O&G) 行业的技术。它有望在未来十年内实现商业化。 NGGT 以现有技术、政策、许可製度和劳动力技能为基础，无需从零开始即可实现创新。 NGGT 提供了一种高效的方式来提取清洁、稳定的热能并将其转化为电能，这对于随着人工智慧的进步和传统燃料依赖型产业的电气化而加速的需求至关重要。有些 NGGT 具有高度灵活性，可以像储能设备一样进行增减。这有助于平衡波动的可再生能源发电量并保持电网可靠性。

NGGT 商业化的竞赛才刚开始。要形成商业市场，需要倍增资金支持，并需要变革性的传播策略来提高公众和政策制定者的意识。随着对清洁可靠电力的需求不断增长，以及将NGGT与资料中心等大型能源消费者结合的新机会不断涌现，策略性投资与合作至关重要。

本报告分析了全球下一代地热发电技术市场，并提供了2025年至2034年各地区新增装置容量和收入的预测。报告探讨了市场成长的关键驱动因素，包括与石油和天然气的技术协同效应、劳动力机会和矿产回收潜力，同时也探讨了融资限制、工程课题和政策不确定性等障碍。报告特别关注影响NGGT部署和商业化的因素，并关注不断变化的政策格局。

目录

第1章 摘要整理

• 全球预测

第2章 市场问题

• 促进因素
  • 油气产业综效
  • 地热能劳动力机遇
  • 副产品和矿物回收
  • 模组化与可扩充部署
• 障碍
  • 资金限制
  • 工程与技术障碍
  • 健康与环境风险

第3章 政策和法规的检讨

• 北美
  • 美国
• 欧洲
  • 欧洲联盟
• 亚太地区
  • 印尼
  • 菲律宾
  • 日本
  • 纽西兰
• 南美
  • 墨西哥
• 中东·非洲
  • 肯亚
  • 土耳其

第4章 产业价值链

• 主要开发商

第5章 市场预测

• 调查手法
• 全球预测
• 地区的预测
  • 北美
  • 欧洲
  • 亚太地区
  • 南美
  • 中东·非洲

第6章 结论与建议

• 重要事项
• 建议
  • 开发业者
  • 政策筹划者
  • 创业者

第7章 缩写和简称的清单

第8章 目录

第9章 图表

第10章 调查范围，资讯来源，调查手法与註解

Next-generation geothermal technology (NGGT)-a suite of options that goes beyond conventional hydrothermal technologies and leverages practices from the unconventional oil and gas (O&G) sector to reach hotter temperatures under the ground-is primed to become a commercialized industry within the next 10 years. NGGT builds on existing technologies, policies, permitting regimes, and workforce skills, enabling innovation without starting from scratch. It offers an efficient way to extract clean firm heat and convert it into power, which will be essential as demand accelerates due to advances in AI and the electrification of sectors historically reliant on fuels. Some NGGTs are highly flexible, ramping up and down like an energy storage unit-a capability that could help balance variable renewable generation and maintain grid reliability.

This report analyzes the global market outlook for NGGT, providing forecasts for capacity additions and revenue from 2025 to 2034, segmented by major regions. It examines the primary drivers of market development, including technical synergies with O&G, workforce opportunities, and mineral recovery potential, while also addressing barriers such as financing constraints, engineering challenges, and policy uncertainty. Special attention is given to the evolving policy landscape, highlighting factors that will influence NGGT deployment and commercialization.

The race to commercialize NGGT is just beginning. Financial support must grow exponentially for a commercial market to form, and a transformative communications strategy will be needed to build public and policymaker awareness. As demand for clean firm power accelerates and new opportunities emerge for pairing NGGT with data centers and other large energy consumers, strategic investment and collaboration will be essential. This report offers actionable insights for stakeholders seeking to understand the opportunities and risks in this rapidly evolving sector.

Table of Contents

1. Executive Summary

• 1.1 Global Outlook

2. Market Issues

• 2.1 Drivers
  • 2.1.1 O&G Sector Synergies
  • 2.1.2 Geothermal Workforce Opportunities
  • 2.1.3 Coproduct and Mineral Recovery
  • 2.1.4 Modular and Scalable Deployment
• 2.2 Barriers
  • 2.2.1 Financing Constraints
    • 2.2.1.1 Visibility and Advocacy Challenges
  • 2.2.2 Engineering and Technical Barriers
    • 2.2.2.1 Subsurface Characterization
    • 2.2.2.2 Drilling
    • 2.2.2.3 Heat Extraction
    • 2.2.2.4 Monitoring Equipment
  • 2.2.3 Health and Environmental Risks

3. Policy and Regulatory Review

• 3.1 North America
  • 3.1.1 U.S.
• 3.2 Europe
  • 3.2.1 EU
• 3.3 Asia-Pacific
  • 3.3.1 Indonesia
  • 3.3.2 Philippines
  • 3.3.3 Japan
  • 3.3.4 New Zealand
• 3.4 Latin America
  • 3.4.1 Mexico
• 3.5 Middle East & Africa
  • 3.5.1 Kenya
  • 3.5.2 Turkiye

4. Industry Value Chain

• 4.1 Key Developers

5. Market Forecasts

• 5.1 Methodology
• 5.2 Global Forecasts
• 5.3 Regional Forecasts
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia-Pacific
  • 5.3.4 Latin America
  • 5.3.5 Middle East & Africa

6. Conclusions and Recommendations

• 6.1 Key Takeaways
• 6.2 Recommendations
  • 6.2.1 Developers
  • 6.2.2 Policymakers
  • 6.2.3 Entrepreneurs

7. Acronym and Abbreviation List

8. Table of Contents

9. Table of Charts and Figures

10. Scope of Study, Sources and Methodology & Notes

List of Tables

• Table 3-1. NGGT for Power Generation, Market Growth Potential, World Markets: 2025-2034
• Table 5-1. Key Forecast Assumptions for NGGT for Power Generation Revenue

List of Figures

• Chart 1-1. NGGT for Power Generation, Capacity Additions by Region with Global Revenue, World Markets: 2025-2034
• Chart 2-1. NGGT for Power Generation, Additional Jobs by Segment, World Markets: 2025-2034
• Chart 5-1. NGGT for Power Generation, Capacity Additions by Region with Global Revenue, World Markets: 2025-2034
• Chart 5-2 NGGT for Power Generation, Cumulative Capacity by Region, World Markets: 2025-2034
• Chart 5-3. NGGT for Power Generation, Capacity Additions and Revenue, North America: 2025-2034
• Chart 5-4. NGGT for Power Generation, Capacity Additions and Revenue, Europe: 2025-2034
• Chart 5-5. NGGT for Power Generation, Capacity Additions and Revenue, Asia-Pacific: 2025-2034
• Chart 5-6. NGGT for Power Generation, Capacity Additions and Revenue, Latin America: 2025-2034
• Chart 5-7. NGGT for Power Generation, Capacity Additions and Revenue, Middle East & Africa: 2025-2034
• Figure 2-1. Global Distribution of Conventional Geothermal Power Plants and Pacific Ring Volcanic Activity
• Figure 2-2. Reported Funding to Clean Firm Technology Developers by Funding Type, Technology, and Recipient, 2010-2025
• Figure 2-3. Google Search Interest in Next-Generation Geothermal, AI, and Advanced Nuclear, Relative Yearly Percentile: 2004-2025
• Figure 3-1. Hydraulic Fracturing Policy and Social Constraints by Country, Europe: 2025
• Figure 4-1. Geothermal Technologies and Associated Metrics
• Figure 4-2. Operational and Announced Next-Generation Geothermal Capacity (Relative MW) by Technology and End Use, 2025
• Figure 5-1. Projected NGGT Deployment in 2034 by Country and Capacity Category