美國的能源轉型是水資源轉型:電力產業發展帶來的五大新機會
市場調查報告書
商品編碼
1645171

美國的能源轉型是水資源轉型:電力產業發展帶來的五大新機會

U.S. Energy Transition Is a Water Transition: Five Emerging Opportunities Influenced by an Evolving Power Sector

出版日期: | 出版商: Bluefield Research | 英文 | 商品交期: 最快1-2個工作天內

價格
簡介目錄

美國的能源轉型正在推動電力生產的變革,從煤炭到天然氣,以及最近加速採用風能和太陽能等再生能源。氫能、電池和核能復興等新技術正在擴大我們的能源生產選擇。

能源轉型本質上也是水資源轉型,因為美國電力產業仍然是美國最大的耗水部門之一。在監管要求、技術進步和《通膨削減法案》等聯邦激勵措施的推動下,這一轉變正在重塑電力生產和該行業巨大的水足跡。

本報告研究了美國水務產業,強調了影響電力產業的關鍵因素以及水務產業成長的新機會。

拿起的企業

  • Acciona
  • AECOM
  • AES Water Solutions
  • Airbus
  • Anglo American
  • Arup
  • Ballard
  • BHE Renewables
  • BHP
  • Black & Veatch
  • Bloom Energy
  • Bosch
  • BP
  • Burns & McDonnell
  • BWT
  • Chevron
  • CHN Energy Investment Corporation
  • Cummins
  • De Nora Water Technologies
  • DuPont
  • Ecolab
  • EDF Renewables
  • EDP Renewables
  • Endesa
  • Enel
  • Engie
  • Eni SpA
  • Equinor
  • Eurowater
  • Evoqua Water Technologies
  • ExxonMobil
  • Flowserve
  • FPL
  • GHD
  • Grundfos
  • Hydrogenics
  • Hyundai
  • Iberdrola
  • ITM Power
  • Jacobs
  • John Cockerill
  • Kiewit Corporation
  • McPhy
  • Mott MacDonald
  • National Grid
  • Nel Hydrogen
  • NextEra
  • orsted
  • Ovivo
  • Plug Power Inc.
  • Renault
  • Repsol
  • RWE AG
  • Shell
  • Siemens
  • SUEZ
  • SWECO
  • Thyssenkrupp
  • Toray Industries
  • Total Environmental Solutions
  • Vale S.A.
  • Veolia
  • Vinci SA
  • Worley
  • Xylem

目錄

第1章 電力的供需的變化

  • 電力產業對水資源的渴求
  • 能源轉型正在重塑美國電力燃料結構
  • 明確火力發電國對水的依賴程度
  • 電力需求呈上升趨勢
  • 下一階段的電力需求
  • 高成長產業推動對水管理解決方案的需求

第2章 電力的水足跡

  • 水力發電廠轉向節水冷卻
  • 依燃料類型劃分的需水量
  • 水力發電廠轉向節水冷卻
  • 發電增加了地理用水需求並帶來了風險

第3章 促進水資源管理的機會的市場破壞者

  • 大型科技公司的用水需求日益增加
  • 清理我們的煤炭遺產
  • 氫能出現在再生能源領域
  • 天然氣中游水
  • 電池供應鏈導致水需求激增
簡介目錄

The U.S. energy transition is driving a transformative shift in power generation, moving from coal to natural gas and, more recently, accelerating the adoption of renewables like wind and solar. Emerging technologies such as hydrogen, battery storage, and a resurgence in nuclear power are expanding the portfolio of energy generation options.

The energy transition is, in essence, also a water transition, as the U.S. power sector remains one of the nation's largest water consumers. Driven by regulatory mandates, technological advances, and federal incentives like the Inflation Reduction Act, this shift is reshaping electricity generation and the sector's significant water footprint.

Bluefield Research's team of water experts has developed this Insight Report to illuminate the key factors influencing the U.S. power sector and uncover emerging growth opportunities within the water sector.

Companies Mentioned:

  • Acciona
  • AECOM
  • AES Water Solutions
  • Airbus
  • Anglo American
  • Arup
  • Ballard
  • BHE Renewables
  • BHP
  • Black & Veatch
  • Bloom Energy
  • Bosch
  • BP
  • Burns & McDonnell
  • BWT
  • Chevron
  • CHN Energy Investment Corporation
  • Cummins
  • De Nora Water Technologies
  • DuPont
  • Ecolab
  • EDF Renewables
  • EDP Renewables
  • Endesa
  • Enel
  • Engie
  • Eni SpA
  • Equinor
  • Eurowater
  • Evoqua Water Technologies
  • ExxonMobil
  • Flowserve
  • FPL
  • GHD
  • Grundfos
  • Hydrogenics
  • Hyundai
  • Iberdrola
  • ITM Power
  • Jacobs
  • John Cockerill
  • Kiewit Corporation
  • McPhy
  • Mott MacDonald
  • National Grid
  • Nel Hydrogen
  • NextEra
  • orsted
  • Ovivo
  • Plug Power Inc.
  • Renault
  • Repsol
  • RWE AG
  • Shell
  • Siemens
  • SUEZ
  • SWECO
  • Thyssenkrupp
  • Toray Industries
  • Total Environmental Solutions
  • Vale S.A.
  • Veolia
  • Vinci SA
  • Worley
  • Xylem

Table of Contents

Section 1: Electric Power's Changing Supply & Demand Profile

  • The Power Sector's Thirst for Water
  • The Energy Transition Is Reshaping the U.S. Electricity Fuel Mix
  • Highlighting Water Dependency of Thermal-Powered States
  • Electric Power Demand Poised for Uptick
  • Power Demand Transitions to Next Phase
  • High-Growth Industries Drive Demand for Water Management Solutions

Section 2: Electric Power's Water Footprint

  • Water Plants Shift Toward Water-Efficient Cooling
  • Water Requirements by Fuel Type
  • Water Plants Shift Toward Water-Efficient Cooling
  • Generation Fuels Geographic Water Demand and Risks

Section 3: Market Disruptors Driving Water Management Opportunities

  • 3.1. Big Tech's Thirst for Water is on the Rise
  • 3.2. Cleaning Up Coal's Legacy
  • 3.3. Hydrogen Hits the Renewable Horizon
  • 3.4. Midstream Water for Natural Gas
  • 3.5. Battery Supply Chain Sparks Surge in Water Demand