發電下一代地熱技術

Next-Generation Geothermal Technologies for Power Generation: Global Market Analysis and Forecasts, 2025-2034

出版日期: 2025年09月30日 | 出版商:

Guidehouse Research | 英文 47 Pages | 訂單完成後即時交付

價格

簡介目錄圖表

下一代地熱技術 (NGGT) 是一套旨在達到地下高溫的方案，它超越了傳統的熱液技術，並充分利用了非常規油氣 (O&G) 行業的技術。它有望在未來十年內實現商業化。 NGGT 以現有技術、政策、許可製度和勞動力技能為基礎，無需從零開始即可實現創新。 NGGT 提供了一種高效的方式來提取清潔、穩定的熱能並將其轉化為電能，這對於隨著人工智慧的進步和傳統燃料依賴型產業的電氣化而加速的需求至關重要。有些 NGGT 具有高度靈活性，可以像儲能設備一樣進行增減。這有助於平衡波動的可再生能源發電量並保持電網可靠性。

NGGT 商業化的競賽才剛開始。要形成商業市場，需要倍增資金支持，並需要變革性的傳播策略來提高公眾和政策制定者的意識。隨著對清潔可靠電力的需求不斷增長，以及將NGGT與資料中心等大型能源消費者結合的新機會不斷湧現，策略性投資與合作至關重要。

本報告分析了全球下一代地熱發電技術市場，並提供了2025年至2034年各地區新增裝置容量和收入的預測。報告探討了市場成長的關鍵驅動因素，包括與石油和天然氣的技術協同效應、勞動力機會和礦產回收潛力，同時也探討了融資限制、工程課題和政策不確定性等障礙。報告特別關注影響NGGT部署和商業化的因素，並關注不斷變化的政策格局。

Next-generation geothermal technology (NGGT)-a suite of options that goes beyond conventional hydrothermal technologies and leverages practices from the unconventional oil and gas (O&G) sector to reach hotter temperatures under the ground-is primed to become a commercialized industry within the next 10 years. NGGT builds on existing technologies, policies, permitting regimes, and workforce skills, enabling innovation without starting from scratch. It offers an efficient way to extract clean firm heat and convert it into power, which will be essential as demand accelerates due to advances in AI and the electrification of sectors historically reliant on fuels. Some NGGTs are highly flexible, ramping up and down like an energy storage unit-a capability that could help balance variable renewable generation and maintain grid reliability.

This report analyzes the global market outlook for NGGT, providing forecasts for capacity additions and revenue from 2025 to 2034, segmented by major regions. It examines the primary drivers of market development, including technical synergies with O&G, workforce opportunities, and mineral recovery potential, while also addressing barriers such as financing constraints, engineering challenges, and policy uncertainty. Special attention is given to the evolving policy landscape, highlighting factors that will influence NGGT deployment and commercialization.

The race to commercialize NGGT is just beginning. Financial support must grow exponentially for a commercial market to form, and a transformative communications strategy will be needed to build public and policymaker awareness. As demand for clean firm power accelerates and new opportunities emerge for pairing NGGT with data centers and other large energy consumers, strategic investment and collaboration will be essential. This report offers actionable insights for stakeholders seeking to understand the opportunities and risks in this rapidly evolving sector.

1. Executive Summary

1.1 Global Outlook

2. Market Issues

2.1 Drivers
- 2.1.1 O&G Sector Synergies
- 2.1.2 Geothermal Workforce Opportunities
- 2.1.3 Coproduct and Mineral Recovery
- 2.1.4 Modular and Scalable Deployment
2.2 Barriers
- 2.2.1 Financing Constraints
  - 2.2.1.1 Visibility and Advocacy Challenges
- 2.2.2 Engineering and Technical Barriers
  - 2.2.2.1 Subsurface Characterization
  - 2.2.2.2 Drilling
  - 2.2.2.3 Heat Extraction
  - 2.2.2.4 Monitoring Equipment
- 2.2.3 Health and Environmental Risks

3. Policy and Regulatory Review

3.1 North America
- 3.1.1 U.S.
3.2 Europe
- 3.2.1 EU
3.3 Asia-Pacific
- 3.3.1 Indonesia
- 3.3.2 Philippines
- 3.3.3 Japan
- 3.3.4 New Zealand
3.4 Latin America
- 3.4.1 Mexico
3.5 Middle East & Africa
- 3.5.1 Kenya
- 3.5.2 Turkiye

4. Industry Value Chain

4.1 Key Developers

5. Market Forecasts

5.1 Methodology
5.2 Global Forecasts
5.3 Regional Forecasts
- 5.3.1 North America
- 5.3.2 Europe
- 5.3.3 Asia-Pacific
- 5.3.4 Latin America
- 5.3.5 Middle East & Africa

6. Conclusions and Recommendations

6.1 Key Takeaways
6.2 Recommendations
- 6.2.1 Developers
- 6.2.2 Policymakers
- 6.2.3 Entrepreneurs

7. Acronym and Abbreviation List

8. Table of Contents

9. Table of Charts and Figures

10. Scope of Study, Sources and Methodology & Notes

簡介目錄圖表

List of Tables

Table 3-1. NGGT for Power Generation, Market Growth Potential, World Markets: 2025-2034
Table 5-1. Key Forecast Assumptions for NGGT for Power Generation Revenue

List of Figures

Chart 1-1. NGGT for Power Generation, Capacity Additions by Region with Global Revenue, World Markets: 2025-2034
Chart 2-1. NGGT for Power Generation, Additional Jobs by Segment, World Markets: 2025-2034
Chart 5-1. NGGT for Power Generation, Capacity Additions by Region with Global Revenue, World Markets: 2025-2034
Chart 5-2 NGGT for Power Generation, Cumulative Capacity by Region, World Markets: 2025-2034
Chart 5-3. NGGT for Power Generation, Capacity Additions and Revenue, North America: 2025-2034
Chart 5-4. NGGT for Power Generation, Capacity Additions and Revenue, Europe: 2025-2034
Chart 5-5. NGGT for Power Generation, Capacity Additions and Revenue, Asia-Pacific: 2025-2034
Chart 5-6. NGGT for Power Generation, Capacity Additions and Revenue, Latin America: 2025-2034
Chart 5-7. NGGT for Power Generation, Capacity Additions and Revenue, Middle East & Africa: 2025-2034
Figure 2-1. Global Distribution of Conventional Geothermal Power Plants and Pacific Ring Volcanic Activity
Figure 2-2. Reported Funding to Clean Firm Technology Developers by Funding Type, Technology, and Recipient, 2010-2025
Figure 2-3. Google Search Interest in Next-Generation Geothermal, AI, and Advanced Nuclear, Relative Yearly Percentile: 2004-2025
Figure 3-1. Hydraulic Fracturing Policy and Social Constraints by Country, Europe: 2025
Figure 4-1. Geothermal Technologies and Associated Metrics
Figure 4-2. Operational and Announced Next-Generation Geothermal Capacity (Relative MW) by Technology and End Use, 2025
Figure 5-1. Projected NGGT Deployment in 2034 by Country and Capacity Category