聚光太陽能 (CSP)：利用顛覆性技術加速增長

通過提高運營效率和與熱能存儲技術的集成，聚光太陽能 (CSP) 將變得更具競爭力。

本報告調查了世界上聚光太陽能發電 (CSP) 的新技術和顛覆性技術，分析了影響技術發展和技術引進的各種因素、技術和創新趨勢，並分析了法律法規。□知識產權環境、增長分析機會等

內容

戰略要務

• 增長問題
• 戰略要務 8 (TM)
• 三大戰略要務的影響
• 增長機會推動增長PipelineEngine (TM)

增長機會分析

• 分析範圍
• CSP 分類
• 推動 CSP 採用的因素
• 阻止引入 CSP 的限制

技術快照

• CSP 的採用率可能會增加，因為性能參數優於 PV
• CLFR 系統很可能在未來幾年內成為占主導地位的 CSP 技術
• TES 和綠色氫為零排放的未來鋪平了道路
• 太陽能發電技術的全球現狀
• 比較各種可再生能源發電技術的平準化度電成本 (LCOE)
• CSP 總資本成本和 LCOE 的趨勢
• 按組件劃分的總安裝成本：CSP 電廠類型
• CSP 的總運營和維護成本（按地區劃分）

創新生態系統：值得關注的公司

• 使用定日鏡產生可再生太陽能的具有成本競爭力的太陽能塔式發電廠
• 具有高光學效率的下一代拋物線槽式 CSP
• 用於可再生能源和工業級熱能發電的人工智能太陽能塔式發電廠
• 用於空調和工業加熱應用的線性菲涅耳收集器
• 可將普通直射陽光轉化為可再生能源的熔鹽 CSP 塔式發電廠
• 用於產生工業過程中熱量的拋物面太陽能集熱器
• 具有從太陽光到電能的高轉換效率的拋物面太陽能集熱器

監管狀況/知識產權分析

• 美國領導 CSP 研發活動：2021 年

增長機會領域

• 增長機會 1：熔鹽 TES 集成
• 增長機會 2：研發投資和聯盟
• 增長機會 3：CSP 與高溫制氫技術的融合

附錄

下一步

Improved operational efficiency and integration with thermal energy storage technology will enhance competitive intensity

This research service focuses on new and disruptive technologies in the concentrated solar power (CSP) industry. Solar energy technology has witnessed consistent improvements in terms of energy and cost efficiency. While solar photovoltaics is currently the most widely adopted method of solar energy utilization, CSP technology has several features which make it an attractive alternative at the utility scale for energy generation and heating applications. The key advantage of a CSP system is its ability to store excess electricity in the form of thermal energy. CSP technologies generate electricity by utilizing mirrors to reflect, concentrate, and direct incident sunlight onto a specific point to create thermal energy. This thermal energy can then be either stored in thermal energy storage devices or used to create steam to drive turbines for electricity generation. This enables CSP to be the source of both electrical and thermal energy and find applications in heat recovery. However, despite the ability to offer better conversion efficiencies, the capital expenditure of CSP technology is hindering deployment.

This study provides the following:

• An overview of new and disruptive CSP technologies along with their benefits, drawbacks, and applications

• A comparison of different types of CSP technologies in terms of energy efficiency and overall costs

• A patent analysis of CSP technologies

• An analysis of the factors driving and restraining the growth of the CSP industry

• An analysis of the growth opportunities emerging in the CSP industry that stakeholders and market players can leverage

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Concentrated Solar Power (CSP) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Research Methodology

Growth Opportunity Analysis

• Scope of Analysis
• Segmentation of CSP
• Growth Drivers Enhancing the Adoption of CSP
• Growth Restraints Hindering the Adoption of CSP

Technology Snapshot

• CSP Adoption Likely to Increase, Driven by Performance Parameters Superior to that of PVs
• CLFR Systems Likely to be the Prominent CSP Technology in the Coming Years
• TES and Green Hydrogen to Pave the Way for a Zero-emission Future
• Global Status of Solar Energy Generation Technologies
• Levelized Cost of Electricity (LCOE) Comparison of Various Renewable Energy Generation Technologies
• Total Capital Costs and LCOE Trends for CSP
• Total Installed Costs by Components: Types of CSP Plants, 2021
• Total Operations & Maintenance Costs for CSP by Region

Innovation Ecosystem: Companies to Watch

• Cost Competitive Solar Tower Power Plants Using Heliostats to Generate Renewable Solar Power
• Next-generation Parabolic-trough-based CSP with High Optical Efficiency
• AI-powered Solar Tower Power Plants for Renewable Energy and Industrial-grade Heat Generation
• Linear Fresnel Collectors for Air Conditioning and Industrial Heating Applications
• Molten-salt-based CSP Tower Plants that Convert Direct Normal Irradiation to Renewable Energy
• Parabolic Solar Collectors for Generating Heat used for Industrial Processes
• Paraboloidal Solar Collectors with High Solar-to-Electric Conversion Efficiency

Regulatory Landscape and IP Analysis

• United States Leads in CSP R&D Activity as of 2021

Growth Opportunity Universe

• Growth Opportunity 1: Integration of Molten-salt-based TES
• Growth Opportunity 1: Integration of Molten-salt-based TES (continued)
• Growth Opportunity 2: R&D Investments and Partnerships
• Growth Opportunity 2: R&D Investments and Partnerships (continued)
• Growth Opportunity 3: Integration of CSP with High-temperature Hydrogen Production Technologies
• Growth Opportunity 3: Integration of CSP with High-temperature Hydrogen Production Technologies (continued)

Appendix

• Technology Readiness Levels (TRL): Explanation

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