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电力购买契约(PPA)市场:现状分析与预测(2024年~2032年)Power Purchase Agreement Market: Current Analysis and Forecast (2024-2032) |
购电协议(PPA)通常是指电力生产者和消费者(电力消费者或交易者)两方之间的长期供电合约。 PPA 定义了合约条款,包括供电量、协商价格、会计和违规处罚。由于许多驱动因素,包括环境问题的监管压力以及引入再生能源的成本降低,购电协议市场正在快速成长。购电协议是一种财务上准备就绪且可接受的模式,可降低与能源价格波动相关的风险,并透过长期承购协议为大型专案提供财务缓衝。例如,2022年,亚马逊宣布在美国、西班牙和英国等多个国家签署总计超过270万千瓦再生能源容量的新购电协议。这些协议是亚马逊承诺的一部分,即到 2025 年在其全球营运中实现 100% 可再生能源。
市场依类型分为实物交割 PPA、虚拟 PPA、投资组合 PPA、大宗交割 PPA 等。到 2023 年,虚拟购电协议将在购电协议 (PPA) 市场中占据很大占有率。 VPPA 在地点和风险管理方面提供灵活性。 VPPA 是一种金融合同,而不是实物交付合同,允许公司在不接收能源实体交付的情况下支持再生能源专案。这对于经营地点分散的公司来说尤其有利。
购电协议 (PPA) 市场按类别分为企业、政府和其他。企业部门在购电协议(PPA)中占有主要市场占有率。许多公司正在製定雄心勃勃的永续发展目标,以减少碳足迹并提高其环境、社会和治理 (ESG) 资格。购电协议可以满足这些永续发展目标,因为它们提供了一种直接有效的方式来确保再生能源的安全。例如,Google、苹果和微软等公司已签订大规模购电协议,利用再生能源为自己供电。
购电协议(PPA)市场依规模分为20MW及以下、20-50MW、50-100MW及100MW以上。 100MW以上规模的部分占购电协议(PPA)的最大占有率。大型发电厂可以产生大量能源,这对于满足大型企业和政府的高能源需求至关重要。透过一个专案生产大量再生能源的能力使这些发电厂对购电协议更具吸引力。
电力购买协议 (PPA) 市场根据太阳能、风能、地热能、水力、碳捕获和储存等应用进行细分。在各种再生能源应用中,太阳能在购电协议(PPA)市场中占据了重要占有率。在过去的十年中,太阳能的成本显着降低。技术知识的提高、大量采购和生产效率的提高使得降低太阳能板和其他产品的成本成为可能。此外,太阳能技术一致性的改进,包括太阳能电池效率的提高和先进太阳能储存系统的开发,正在增加太阳能专案的可行性和吸引力。
为了更了解购电协议 (PPA) 的市场实施情况,市场包括北美(美国、加拿大、北美其他地区)、欧洲(德国、英国、法国、西班牙、义大利、欧洲其他地区)、亚太地区。北美在购电协议(PPA)市场中占有重要占有率。这是由于多种因素造成的,包括政策支援、可再生资源的充足供应以及企业对永续发展的高度重视。值得注意的是,美国已经实施了促进再生能源计画的措施。透过购电协议推广再生能源是由投资税收抵免 (ITC) 等联邦政策和再生能源组合标准 (RPS) 等州政策推动的。许多北美领先的全球公司,如Google、亚马逊和微软,都制定了永续发展目标。这些公司越来越多地透过购电协议从再生能源购买电力,以降低成本和温室气体排放。
市场上的一些主要参与者包括通用电气、西门子、壳牌公司、Statkraft、Fairdeal Greentech India、NextEra Energy Resources、Enel Green Power、Orsted、Brookfield Renewable Partners、TotalEnergies。
A Power Purchase Agreement (PPA) often refers to a long-term electricity supply agreement between two parties, usually between a power producer and a customer (an electricity consumer or trader). The PPA defines the conditions of the agreement, such as the amount of electricity to be supplied, negotiated prices, accounting, and penalties for non-compliance. The PPA market is growing fast because of the many drivers such as environmental concerns regulation pressures and the cost savings that accrue from adopting renewable energy. PPAs are a financially ready-made and acceptable model that reduces the risks associated with price fluctuation in energy and that presents projects at scale with a financial cushion through long-term offtake agreements. For instance: In 2022, Amazon announced several new PPAs, totalling over 2.7 GW of renewable energy capacity across multiple countries, including the U.S., Spain, and the U.K. These agreements are part of Amazon's commitment to achieve 100% renewable energy across its global operations by 2025.
Based on type the power purchase agreement market is segmented into physical delivery PPA, virtual PPA, portfolio PPA, block delivery PPA, and others. Virtual PPA caters to a significant share of the power purchase agreement market in 2023. VPPAs provide flexibility in terms of location and risk management. They are financial contracts rather than physical delivery agreements, allowing companies to support renewable energy projects without taking physical delivery of the energy. This is particularly advantageous for companies with geographically dispersed operations.
Based on category, the power purchase agreement market is categorized into corporate, government, and others. The corporate segment acquires a major market share in power purchase agreements. Many corporations have set ambitious sustainability targets to reduce their carbon footprints and enhance their environmental, social, and governance (ESG) credentials. PPAs provide a direct and effective way to secure renewable energy, thus aligning with these sustainability objectives. For instance, companies like Google, Apple, and Microsoft have all entered substantial PPAs to power their operations with renewable energy.
Based on size, the power purchase agreement market is segmented into Up to 20 MW, 20-50 MW, 50-100 MW, and Above 100 MW. The above 100 MW size segment caters to a significant share of the power purchase agreement. Large-scale power plants can generate significant amounts of energy, which is essential for meeting the high energy demands of large corporations and governments. The ability to produce a substantial amount of renewable energy from a single project makes these plants more attractive for PPAs.
Based on application, the power purchase agreement market is classified into solar, wind, geothermal, hydro, carbon capture storage, and others. Among various renewable energy applications, solar energy has acquired an extensive share in the Power Purchase Agreement (PPA) market. Solar energy has seen a significant reduction in costs over the past decade. Increased technological knowledge, volume purchasing, and gains in production efficiencies have made it possible to bring down the cost of solar panels and other products. Moreover, there have been improvements in the consistency of solar technology delivering continuing improvements in such areas as solar cell efficiency developing sophisticated solar energy storage systems has improved the feasibility and appeal of solar projects.
For a better understanding of the market adoption of the power purchase agreement, the market is analyzed based on its worldwide presence in countries such as North America (U.S., Canada, and the Rest of North America), Europe (Germany, UK, France, Spain, Italy, Rest of Europe), Asia-Pacific (China, India, Japan, and Rest of Asia-Pacific), Rest of World. North America has acquired a significant share of the power purchase agreement market. This is due to several factors like supportive policies, sufficient availability of renewable resources, and high company ownership in sustainable development. It is important to note that the United States has put in place measures regarding the promotion of renewable energy projects. The promotion of renewable energy through PPAs is facilitated by federal policies like the Investment Tax Credit (ITC) and state policies like Renewable Portfolio Standards (RPS). A lot of the leading global companies from North America including such big movers as Google, Amazon, and Microsoft, have pinned sustainable development goals for themselves. More and more these companies are relying on PPAs to purchase power from renewable sources to cut costs and greenhouse emissions.
Some of the major players operating in the market include General Electric, Siemens, Shell Plc, Statkraft, Fairdeal Greentech India, NextEra Energy Resources, Enel Green Power, Orsted, Brookfield Renewable Partners, and TotalEnergies.