美國水電市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

美國水電市場預計在 2022-2027 年的預測期內以超過 0.5% 的複合年增長率增長。

隨著需求放緩，COVID-19 大流行擾亂了建築活動和發電，從而對市場產生了負面影響。 從增長市場的角度來看，豐富的水電資源的存在以及越來越多地採用清潔能源可能會推動市場的發展。 然而，太陽能和風能等替代可再生能源的迅速採用可能會限制市場。

主要亮點

• 在預測期內，大型水電可能會出現顯著增長。
• 美國製定了到 2030 年 33-50% 的電力來自可再生能源的目標。 這一目標，加上大量水資源的存在，可能會為未來參與市場的參與者提供機會。
• 替代性可再生能源（例如太陽能和風能）可能是市場的一個制約因素，因為它們成本較低，安裝和運行難度也較小。

美國水電市場趨勢

主流大型水電

• 大型水力發電是利用水流的可再生能源發電，用於驅動大型水輪機。 為了在城市地區產生大量的水力發電，需要修建湖泊、水庫、水壩等來蓄水，用於發電、灌溉、生活和工業用途。 大型水電裝置可以很容易地打開和關閉，使水電比許多其他能源更可靠，可以滿足每日高峰用電需求。
• 大型水電的類型包括常規水力發電廠、抽水蓄能發電廠和自來水發電廠。
• 2020 年 1 月，美國新簽發了 3 個 2GW 抽水蓄能項目許可證，另有 22GW 處於初步審批階段。 對存儲的需求正在增長，但額外部署抽水蓄能的主要障礙是獲得長期融資以支付高昂的初始資本成本。 能源部水電技術辦公室繼續為水電研發提供創紀錄水平的資金，其中 7000 萬美元用於海洋能源，3500 萬美元用於傳統水電。
• 此外，在建的400MW戈登比尤特抽水蓄能電站計劃於2023年投入商業運營，進一步拉動市場。
• 因此，由於上述因素，大型水電在預測期內可能會出現顯著增長。

替代可再生能源項目抑制市場

• 在美國，太陽能比以往任何時候都更實惠、更容易獲得和普及。 這是由於近年來光伏電池板的平均成本下降了近80%。 隨著太陽能在大多數州與傳統能源在經濟上展開競爭，整個美國的太陽能行業正在迅速成熟。
• 根據美國太陽能行業協會的數據，到 2021 年，美國的太陽能裝機容量將達到 9618 萬千瓦，比上一年增長約 26%。 在公用事業太陽能領域，有超過 11.2 吉瓦的項目在建，市場有望達到 17.5 吉瓦的年新增產能。 在行業歷史上，單季度住宅太陽能裝機量首次超過 1 吉瓦，使系統總數超過 130,000 個。
• 2021 年 3 月，美國能源部 (DOE) 宣布了一項雄心勃勃的目標，即在未來十年內將太陽能發電成本降低 60%。 此外，美國能源部已資助約 1.28 億美元，以降低成本、提高性能並在 2030 年之前加快太陽能技術的部署。
• 此外，自能源信息署開始收集數據以來，風力發電是 2022 年 4 月的第二大發電來源。 此外，在旨在擴大國內能源生產的“美國優先”政策下，風力發電得到了政府的大力支持。
• Vestus 宣布將於 2022 年 4 月為一個未命名的美國項目收到 33 台 V162-6.2MW 渦輪機和 1 台 V136-3.45MW 渦輪機的訂單，並於 2023 年最後一個季度進行調試。。
• 因此，鑑於上述情況，替代可再生能源可能會在預測期內抑制美國的水電市場。

美國水電市場競爭對手分析

美國水電市場適度整合。 市場上的主要參與者是 GE Renewable Energy、Siemens Energy AG、Andritz AG、Voith GmbH & Co.KGaA、Duke Energy Corporation 等。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查範圍
• 市場定義
• 調查假設

第 2 章執行摘要

第三章研究方法論

第 4 章市場概述

• 介紹
• 到 2027 年的水電裝機容量和預測（單位：GW
• 2021 年水電裝機容量份額
• 到 2027 年水力發電量（太瓦時）
• 近期趨勢和發展狀況
• 政府法規和政策
• 市場動態
  • 司機
  • 約束因素
• PESTLE 分析

第 5 章市場細分：按規模

• 大型水電（100 兆瓦或以上）
• 小型水電（小於 10 兆瓦）
• 其他規模（10-100MW）

第六章競爭格局

• 併購、合資企業、聯合研究、合同
• 主要參與者採用的策略
• 公司簡介
  • GE Renewable Energy
  • Siemens Energy AG
  • Andritz AG
  • Voith Gmb & Co. KGaA
  • Duke Energy Corporation
  • Georgia Power Company

第7章 市場機會與動向

The United States Hydropower Market is expected to grow at a CAGR of more than 0.5% during the forecast period of 2022-2027. The COVID-19 pandemic negatively affected the market by causing disruption in the construction activities and in the amount of electricity generated since the demand slipped due to the pandemic. In terms of the growth market, increasing adoption of clean sources of energy along with the presence of abundant hydro resources are likely to drive the market. However, the rapid adoption of alternative renewable energy sources such as solar, and wind energy may restrain the market.

Key Highlights

• Large Hydropower is likely to witness significant growth during the forecast period.
• The United States aims to achieve 33-50 % of electricity production through renewables by 2030. This target coupled with the presence of significant water resources is likely to present opportunities to players involved in the market in the future.
• Alternative renewable energy sources such as solar energy, and wind energy due to their significantly less cost and less difficulty of installation and operation are likely to restrain the market.

US Hydropower Market Trends

Large Scale Hydropower to Dominate

• Large-scale hydropower is a form of renewable energy generation derived from flowing water, which is used to drive large water turbines. To generate large amounts of hydroelectricity for cities, lakes, reservoirs, and dams are needed to store and regulate water for later release for power generation, irrigation, and domestic or industrial use. Since large-scale hydropower facilities can easily be turned on and off, hydropower has become more reliable than most other energy sources for meeting peak electricity demands throughout the day.
• Conventional hydroelectric dams pumped storage, and run-of-the-river are the different types of large-scale hydropower plants across the world.
• In January 2020, the United States issued three licenses for 2 GW of new pumped storage projects, and another 22 GW had received preliminary permits. Although demand for storage is increasing, the primary obstacle to the deployment of additional pumped storage hydropower is obtaining long-term financing to cover high up-front capital costs. The Department of Energy Water Power Technologies Office continues to see record funding levels for hydropower research and development, including USD 70 million for marine energy and USD 35 million for conventional hydropower
• Furthermore, the under-construction 400 MW Gordon Butte Pumped Storage Hydro Power plant is expected to go into commercial operations in 2023 which will further drive the market.
• Thus, due to the above-mentioned factors, large-scale hydropower is likely to witness significant growth during the forecast period.

Alternative Renewable Energy Projects to Restrain the Market

• Solar energy is more affordable, accessible, and prevalent in the United States than ever before. This is due to the declining average cost of solar PV panels by nearly 80% in recent years. The solar energy segment is maturing rapidly around the country since solar electricity is now economically competitive with conventional energy sources in most states.
• In 2021, according to the Solar Energy Industries Association of the United States, solar PV installed capacity in the United States reached 96.18 GW 2020, representing an increase of about 26% compared to the previous year's value. The utility solar PV sector has more than 11.2 GW of under-construction projects, putting the market on pace to hit 17.5 GW of annual capacity additions. The residential solar installations exceeded 1 GW and more than 130,000 systems in a single quarter for the first time in the industry's history.
• In March 2021, the United States Department of Energy (DOE) announced ambitious targets to reduce the cost of solar energy by 60% in the next ten years. Additionally, DOE has funded around USD 128 million to lower costs, improve performance, and speed the deployment of solar energy technologies by 2030.
• Furthermore, Wind Energy became the second-largest source of electricity generation in April 2022 since Energy Information Authority began collecting data. Moreover, the Wind Power sector is receiving immense support from the government, due to the America First Policy, which aims to boost domestic energy production.
• In April 2022, Vestas announced that it received an order to supply 33 V162-6.2 MW turbines and 1 V136-3.45 MW turbines to an unnamed project in the United States which will be commissioned in the last quarter of 2023.
• Thus due to the above-mentioned points, alternative renewable energy sources are likely to restrain the hydropower market in the United States during the forecast period.

US Hydropower Market Competitor Analysis

The United States Hydropower Market is moderately consolidated. Some of the major players operating in the market are GE Renewable Energy, Siemens Energy AG, Andritz AG, Voith Gmb & Co. KGaA, Duke Energy Corporation, and many more.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Installed Capacity and Forecast in GW, till 2027
• 4.3 Hydropower Installed Capacity Share, 2021
• 4.4 Hydroelectric Generation in TWh, till 2027
• 4.5 Recent Trends and Developments
• 4.6 Government Policies and Regulations
• 4.7 Market Dynamics
  • 4.7.1 Drivers
  • 4.7.2 Restraints
• 4.8 PESTLE Analysis

5 MARKET SEGMENTATION-BY SIZE

• 5.1 Large Hydropower (Greater than 100 MW)
• 5.2 Small Hydropower (Smaller than 10 MW)
• 5.3 Other Sizes (10-100 MW)

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 GE Renewable Energy
  • 6.3.2 Siemens Energy AG
  • 6.3.3 Andritz AG
  • 6.3.4 Voith Gmb & Co. KGaA
  • 6.3.5 Duke Energy Corporation
  • 6.3.6 Georgia Power Company

7 MARKET OPPORUNITIES AND FUTURE TRENDS