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市场调查报告书
商品编码
1662882
2030 年能源转型市场预测:按能源来源、技术、最终用户和地区进行的全球分析Energy Transition Market Forecasts to 2030 - Global Analysis By Energy Source, Technology (Energy Storage Technologies, Smart Grid Technologies, Carbon Capture and Storage and Other Technologies), End User and By Geography |
根据 Stratistics MRC 的数据,全球能源转型市场规模预计在 2024 年达到 3.08 兆美元,到 2030 年将达到 5.56 兆美元,预测期内的复合年增长率为 10.3%。
世界从石化燃料为基础的能源系统向低碳可再生能源来源的转变被称为「能源转型」。这一转变涉及调整工业运作、运输和发电,并专注于太阳能、风能和氢能等永续替代能源。目的是减少温室气体排放,同时保持可靠、可负担的能源供应以满足日益增长的全球需求。
根据美国能源资讯署的数据,2020年可再生能源占发电量的19.8%,其中水电和风能占多数。
气候变迁议题
随着世界各国加强减少温室气体排放的力度,气候变迁问题已成为能源转型市场的主要驱动力。世界各国政府和组织正在采用可再生能源解决方案来应对气温上升并遵守《巴黎协定》等国际协议。这种紧迫性刺激了对太阳能、风能和其他清洁能源技术的投资。社会对永续能源的认识和需求正在刺激技术创新和政策支持,进一步激发市场活力。这些因素共同加速了向低碳经济的转变,并使缓解气候变迁成为市场的核心驱动力。
前期成本高
太阳能发电场和风力发电机等可再生能源计划需要大量资本投资用于安装和基础设施开发。这些成本通常对于开发中地区和中小型企业来说过高,这限制了其广泛采用。资金筹措挑战加上利率上升进一步加剧了这个问题。儘管透过降低营运成本可以实现长期节约,但初始资本投入仍然是阻碍力。
前期成本高
先进电池等能源储存系统的创新透过解决间歇性问题使可再生能源更加可靠。智慧电网技术和高效的可再生能源发电方法将进一步优化资源利用率。这些进步将转化为长期成本的降低、可扩展性的提高,并使可再生能源解决方案比石化燃料更具竞争力。随着科技的不断发展,新的投资管道将会开拓,并加速全球清洁能源解决方案的应用。
来自现有产业的阻力
鑑于石化燃料等传统能源部门往往反对向可再生能源转型,现有产业的抵制对能源转型市场构成了严重风险。由于现有的产业基础设施、财力和政治影响力,支持绿色替代能源的立法和技术进步难以实施。这些公司也可能阻碍挑战其商业策略的技术创新或监管变化。这种反对可能会阻碍全球实现永续能源转型的进程,减缓对干净科技的投资,并推迟可再生替代能源的采用。
新冠疫情对能源转型市场产生了多方面的影响。虽然封锁暂时减少了全球能源需求和排放,但也扰乱了可再生计划的供应链,减缓了其部署。融资约束也导致新计画投资下降,尤其是在开发中地区。然而,这场疫情也凸显了弹性和永续能源系统的重要性,并刺激了智慧电网等数位技术的创新。这场危机警醒人们,要加速采用清洁能源,确保长期经济復苏和环境永续性。
预测期内可再生能源领域预计将实现最大幅度成长
可再生能源领域预计将在预测期内占据最大的市场占有率,因为它在脱碳努力中发挥关键作用。由于成本下降和全球政府的支持政策,太阳能和风能占据了这一领域的主导地位。这些电源代表了一种可扩展的解决方案,可持续满足不断增长的电力需求,同时减少碳排放。此外,电池储存技术的进步透过解决间歇性问题提高了可靠性。随着各国努力实现净零目标,对可再生基础设施的投资可能会持续大幅成长。
预计预测期内资料中心部分将以最高的复合年增长率成长。
由于对数位基础设施和云端运算的依赖日益增加,预计资料中心部分将在预测期内见证最高成长率。资料中心是电力的主要消费者,因此将太阳能和风能等可再生能源解决方案纳入其营运对于实现永续发展目标至关重要。此外,冷却技术和高效能电源管理系统的创新进一步推动了该领域的成长。
在预测期内,由于中国和印度等国家的快速工业化和都市化,预计亚太地区将占据最大的市场占有率。由于太阳能技术成本的下降和政府鼓励采用清洁能源的支持政策,这些国家在增加可再生能源容量方面处于领先地位。对基础设施建设的大量投资也有助于形成这一优势。该地区致力于减少对石化燃料的依赖,这与全球脱碳目标一致,并确保了可再生能源领域的持续成长。
由于积极推动清洁能源转型,预计亚太地区将在预测期内呈现最高的复合年增长率。越南和印尼等国家正在透过雄心勃勃的目标和对太阳能和风能发电工程的奖励,迅速扩大其可再生能源组合。技术进步加上再生能源成本的下降,进一步加速了交通运输和住宅应用等不同领域的采用速度。强劲的成长轨迹凸显了亚太地区在有效塑造全球能源转型趋势的关键作用。
According to Stratistics MRC, the Global Energy Transition Market is accounted for $3.08 trillion in 2024 and is expected to reach $5.56 trillion by 2030 growing at a CAGR of 10.3% during the forecast period. The global switch from fossil fuel-based energy systems to low-carbon, renewable energy sources are referred to as the "energy transition." This shift includes adjustments to industrial operations, transportation, and power generation, with a focus on sustainable alternatives like solar, wind, and hydrogen. While maintaining dependable, reasonably priced energy access to satisfy expanding global demands, the objective is to lower greenhouse gas emissions.
According to the U.S. Energy Information Administration, renewables made up 19.8% of electricity generation in 2020, with hydro and wind being the majority contributors.
Climate change concerns
Climate change concerns are a significant driver in the energy transition market, as global efforts to reduce greenhouse gas emissions intensify. Governments and organizations worldwide are adopting renewable energy solutions to combat rising temperatures and meet international agreements like the Paris Accord. This urgency has spurred investments in solar, wind, and other clean energy technologies. Public awareness and demand for sustainable energy further bolster the market, encouraging innovation and policy support. These factors collectively accelerate the shift towards a low-carbon economy, making climate change mitigation a central market driver.
High upfront costs
Renewable energy projects, such as solar farms or wind turbines, require significant capital investment for installation and infrastructure development. These costs are often prohibitive for developing regions or smaller enterprises, limiting widespread adoption. Financing challenges, coupled with higher interest rates, exacerbate this issue. Despite long-term savings from lower operational costs, the initial financial burden remains a deterrent.
High upfront costs
Innovations in energy storage systems, such as advanced batteries, enhance renewable energy reliability by addressing intermittency issues. Smart grid technologies and efficient renewable energy generation methods further optimize resource utilization. These advancements reduce costs over time, improve scalability, and make renewable solutions more competitive with fossil fuels. As technology continues to evolve, it creates new avenues for investment and accelerates the adoption of clean energy solutions globally.
Resistance from incumbent industries
Considering traditional energy sectors like fossil fuels frequently oppose the shift to renewable energy, resistance from incumbent industries poses a serious danger to the energy transition market. It is difficult to implement laws or technological advancements that support greener alternatives because of the existing infrastructure, financial resources, and political clout of these businesses. They might also obstruct innovation or changes in regulations that might challenge their business strategies. This opposition may hinder global progress toward sustainable energy transitions, slow down investment in clean technologies, and delay the implementation of renewable energy alternatives.
The COVID-19 pandemic had mixed effects on the energy transition market. While it temporarily reduced global energy demand and emissions due to lockdowns, it disrupted supply chains for renewable projects and delayed installations. Financial constraints also led to reduced investments in new projects, particularly in developing regions. However, the pandemic highlighted the importance of resilient and sustainable energy systems, spurring innovation in digital technologies like smart grids. The crisis served as a wake-up call for accelerating clean energy adoption to ensure long-term economic recovery and environmental sustainability.
The renewable energy segment is expected to be the largest during the forecast period
The renewable energy segment is expected to account for the largest market share during the forecast period due to its critical role in decarbonization efforts. Solar and wind power dominate this segment, driven by declining costs and supportive government policies worldwide. These sources offer scalable solutions for reducing carbon emissions while meeting growing electricity demand sustainably. Additionally, advancements in battery storage enhance their reliability by addressing intermittency issues. As countries aim for net-zero targets, investments in renewable infrastructure will continue to grow significantly.
The data centers segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the data centers segment is predicted to witness the highest growth rate due to increasing reliance on digital infrastructure and cloud computing. Data centers are major consumers of electricity; thus, integrating renewable energy solutions like solar or wind power into their operations is becoming crucial for sustainability goals. Moreover, innovations in cooling technologies and efficient power management systems further drive growth in this segment.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to rapid industrialization and urbanization across countries like China and India. These nations lead in renewable capacity additions driven by cost reductions in solar PV technology and supportive government policies promoting clean energy adoption. Significant investments in infrastructure development also contribute to this dominance. The region's focus on reducing dependence on fossil fuels aligns with global decarbonization goals, ensuring sustained growth of its renewable energy sector.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR owing to its aggressive push towards clean energy transitions. Countries like Vietnam and Indonesia are rapidly expanding their renewable portfolios through ambitious targets and incentives for solar and wind projects. Technological advancements combined with declining costs of renewables further accelerate adoption rates across diverse sectors such as transportation and residential applications. This robust growth trajectory underscores Asia Pacific's pivotal role in shaping global energy transition trends effectively.
Key players in the market
Some of the key players in Energy Transition Market include NextEra Energy Inc., Duke Energy Corporation, Exelon Corporation, Southern Company, American Electric Power Inc., Edison International, Repsol, Brookfield Renewable Partners, Orsted A/S, Pacific Gas and Electric Company, Shell, TotalEnergies, Iberdrola SA, GE Vernova, Constellation Energy Corp, Vestas Wind Systems A/S, Enel S.p.A. and China Shenhua Energy.
In January 2025, Vestas has received a 384 MW order for the second phase of DTEK's Tyligulska project in Ukraine. This order adds to the 114 MW Tyligulska I order which Vestas received in March 2021 and successfully commissioned in the spring of 2023. For this order, Vestas will be supplying 64 wind turbines and is responsible for the supply, delivery, and commissioning of the turbines. Together, the first and second phase of Tyligulska will have a capacity of 498 MW, with a total of 83 V162-6.2 MW wind turbines in 6.0 MW operating mode, making it the largest wind energy project in the country.
In September 2024, The U.S. Nuclear Regulatory Commission (NRC) has approved the subsequent license renewal for Florida Power & Light Company's (FPL) Turkey Point Nuclear Power Plant Units 3 and 4, enabling the continued safe operation of these units through 2052 and 2053, respectively. This significant approval ensures that the nuclear facility will continue to provide reliable, low-cost and clean energy to FPL customers for the next three decades.
In May 2024, Duke Energy, Amazon, Google, Microsoft and Nucor announced agreements to explore new and innovative approaches to support carbon-free energy generation and help utilities serve the future energy needs of large businesses in North Carolina and South Carolina. The announcement was made at the White House Summit on Domestic Nuclear Deployment.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.