商業和工業建築的 DER（分散式能源）：全球市場商業和工業運營的收入和容量預測（2024-2033 年）

隨著政府的大量資金投入，分散式能源（DER）的部署速度預計將在未來十年內加快。隨著商業和工業(C&I) 設施營運商繼續投資於DER 的彈性和可持續性效益，這一波資金、新法規以及企業對脫碳興趣的增加將推動該行業向前發展，預計將支持成長。然而，工商業設施的需求是多種多樣的，通用的DER實施模式可能無法直接適用。

政府支持和授權的增加是 C&I DER 採用的最大動力。除了監管要求之外，該公司還熱衷於採用清潔的分散式能源來實現其內部氣候目標。還有很強的經濟原因，例如降低能源成本和參與負載管理等電網服務。儘管這些力量很強大，但該行業仍然面臨著大多數分散式能源無法滿足的更高的裝置容量需求、消防安全問題以及對類似工商業設施成功案例的認識不足，這些都存在重大的採用障礙。

本報告分析了商業和工業建築分散式能源技術（包括太陽能發電、發電機組、分散式儲能係統和電動車充電系統）的全球市場，並確定了當前的市場課題、技術趨勢，並分析了促進其發展的因素。它還預測了到 2033 年依技術、行業和地區劃分的市場收入和裝置容量趨勢。

目錄

第一章執行摘要

第二章 市場問題

• 政府加快對分散式能源的資助將促進商業和工業 (C&I) 的採用，但課題仍然存在
• 定義
• 技術趨勢
  • 太陽能
  • 發電機組
  • DESS（分散式儲能係統）
  • 電動車充電
• 政策情勢
  • 北美
  • 歐洲
  • 亞太地區
• 促進因素
• 抑制因素

第三章產業價值鏈

• 競爭格局
  • 併購 (M&A) 活動
  • 商業模式的演變

第四章市場預測

• 定義和範圍
• 調查方法
• 全球C&I DER收入預測
• 全球C&I DER裝置容量預測
• 收入預測：依地區
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東/非洲

第 5 章結論和建議

• 新一波政策支持下，C&I DER快速成長
• 4大要點
• 推薦
  • 商業利害關係人
  • 行業利益相關者
  • 分散式能源供應商
  • 政策制定者

第六章 首字母縮寫詞和縮寫詞列表

第7章 目錄

第8章圖表

第九章 研究範圍

第10章 資料來源、研究方法及註釋

A growing wave of government funding is expected to accelerate distributed energy resources (DER) adoption rates over the next decade. As operators of commercial and industrial (C&I) sites continue to invest in DER resilience and sustainability benefits, this wave of funding, new regulations, and growing corporate interest in decarbonizing will boost growth in this sector. Even so, the needs of C&I sites vary widely and common DER deployment models may not always be directly applicable.

Growing government support and mandates are the largest driver for C&I DER adoption. Aside from regulatory requirements, companies are eager to adopt clean DER to help themselves meet internal climate goals. Significant financial reasons also exist for these adoptions, such as lower energy costs and the ability to participate in grid services like load management. While these forces are strong, the sector does have significant barriers to deployment including capacity needs that are higher than most DER can meet, fire safety issues, and low awareness of successes from comparable C&I facilities.

This Guidehouse Insights report examines the global market for DER technologies in industrial and commercial buildings, including solar PV, generator sets, distributed energy storage systems, and EV charging systems. It analyzes current market issues, technology trends, drivers, barriers, and the policy landscape. Market forecasts for revenue and capacity are segmented by technology, vertical, and region, and extend through 2033.

Table of Contents

1. Executive Summary

• 1.1 Commercial and Industrial Distributed Energy Resources Expect Strong Growth on the Back of Unprecedented Government Investments
• 1.2 Key Market Trends
• 1.3 Market Outlook

2. Market Issues

• 2.1 Accelerated Government Funding for DER Will Boost Commercial and Industrial Adoption, but Challenges Remain
• 2.2 Definitions
  • 2.2.1 Solar PV
  • 2.2.2 Gensets
  • 2.2.3 DESS
  • 2.2.4 EV Charging
• 2.3 Technology Trends
  • 2.3.1 Solar PV
    • 2.3.1.1 Case Study: Kaiser Permanente
  • 2.3.2 Gensets
    • 2.3.2.1 Diesel
    • 2.3.2.2 Natural Gas
    • 2.3.2.3 Case Study: Acciona Aqua SA
    • 2.3.2.4 Case Study: Enchanted Rock
  • 2.3.3 DESS
    • 2.3.3.1 Case Study: Optus
  • 2.3.4 EV Charging
    • 2.3.4.1 Case Study: AC Transit and Schneider Electric
    • 2.3.4.2 Case Study: New York City Schools and Itron
• 2.4 Policy Landscape
  • 2.4.1 North America
    • 2.4.1.1 US: Federal Level
    • 2.4.1.2 US: State Level
    • 2.4.1.2.1 California
    • 2.4.1.2.2 Washington State
    • 2.4.1.2.3 Connecticut
    • 2.4.1.2.4 Massachusetts
    • 2.4.1.3 Canada
  • 2.4.2 Europe
    • 2.4.2.1 UK
    • 2.4.2.2 France
  • 2.4.3 Asia Pacific
    • 2.4.3.1 Japan
    • 2.4.3.2 Australia
    • 2.4.3.3 China
• 2.5 Drivers
• 2.6 Barriers

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 Merger and Acquisition Activities
  • 3.1.2 Business Model Evolution

4. Market Forecasts

• 4.1 Definitions and Scope
• 4.2 Methodology
• 4.3 Global C&I DER Revenue Forecasts
• 4.4 Global C&I DER Capacity Forecasts
• 4.5 Regional Revenue Forecasts
  • 4.5.1 North America
  • 4.5.2 Europe
  • 4.5.3 Asia Pacific
  • 4.5.4 Latin America
  • 4.5.5 Middle East & Africa

5. Conclusions and Recommendations

• 5.1 C&I DER Is Growing Rapidly, Buoyed by a Fresh Wave of Policy Support
• 5.2 Four Big Takeaways
• 5.3 Recommendations
  • 5.3.1 Commercial Stakeholders
  • 5.3.2 Industrial Stakeholders
  • 5.3.3 DER Vendors
  • 5.3.4 Policy Makers

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology & Notes

List of Tables

• Annual C&I DER Revenue by Region, World Markets: 2024-2033
• Annual C&I DER Revenue by Technology, World Markets: 2024-2033
• Annual C&I DER Revenue by Region and Application, World Markets: 2024-2033
• Annual C&I DER Capacity Additions by Region, World Markets: 2024-2033
• Annual C&I DER Capacity Additions by Technology, World Markets: 2024-2033
• Annual C&I DER Capacity by Region and Application, World Markets: 2024-2033
• Cumulative C&I DER Capacity Additions by Region, World Markets: 2024-2033
• Cumulative C&I DER Capacity Additions by Technology, World Markets: 2024-2033
• Annual C&I DER Revenue by Technology, North America: 2024-2033
• Annual C&I DER Revenue by Technology, Europe: 2024-2033
• Annual C&I DER Revenue by Technology, Asia Pacific: 2024-2033
• Annual C&I DER Revenue by Technology, Latin America: 2024-2033
• Annual C&I DER Revenue by Technology, Middle East & Africa: 2024-2033

Market Competitive Structure

List of Figures

• Annual C&I DER Revenue by Region, World Markets: 2024-2033
• Annual C&I DER Revenue by Region and Application, World Markets: 2024-2033
• Annual C&I DER Revenue by Technology, World Markets: 2024-2033
• Annual C&I DER Capacity Additions by Region, World Markets: 2024-2033
• Annual C&I DER Capacity Additions by Technology, World Markets: 2024-2033
• Annual C&I DER Revenue by Technology, North America: 2024-2033
• Annual C&I DER Revenue by Technology, Europe: 2024-2033
• Annual C&I DER Revenue by Technology, Asia Pacific: 2024-2033
• Annual C&I DER Revenue by Technology, Latin America: 2024-2033
• Annual C&I DER Revenue by Technology, Middle East & Africa: 2024-2033

C&I DER Capacity Annual Proportional Additions by Technology, World Markets: 2024

C&I DER Capacity Annual Proportional Additions by Technology, World Markets: 2033

Cost of Natural Gas (USD/MMBTU) for the US and Europe; July 2020 to July 2023

Select Major Players in the C&I DER Market