工業電氣化的5大成長機會：2024年

Top 5 Growth Opportunities in Industrial Electrification, 2024

出版日期: 2023年12月18日 | 出版商:

Frost & Sullivan | 英文 12 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

「多利益相關利益者協作與創新，加速工業部門電氣化」

俄羅斯-烏克蘭戰爭和最近的以色列-哈馬斯戰爭等地緣政治危機凸顯了依賴進口石化燃料所帶來的風險和挑戰。從2022年起，能源安全將成為全球重要的大趨勢，推動對再生能源發電和其他低碳替代能源的大規模投資。然而，工業部門脫碳的具體進展卻相當落後。這一點很重要，因為到2022年，工業部門將佔總排放的 29%左右，而且這一比例在過去十年中保持相對穩定。

儘管燃料成本不斷波動，但由於多種原因，工業界仍堅持使用石化燃料。挑戰在於更換現有石化燃料基礎設施的初始資本成本很高，特別是現在這些成本甚至更高。電費上漲降低了收益。缺乏政策支持和獎勵，政策制定者還有其他優先事項。這一切都是sweat assets的生意，很容易拖延投資。

事情開始改變。在所有產業持續兩年的成本上漲之後，成本上漲壓力開始緩解，電氣化解決方案的技術成本下降速度應快於平均通膨。新的解決方案逐漸進入市場。有投資需求的公司越來越擔心購買化石資產，這些資產可能在五年內受到更嚴格的監管。

Geopolitical crises, such as the Russo-Ukrainian War and the recent Israeli-Hamas War, have highlighted the risks and challenges associated with dependency on imported fossil fuels. Energy security has become an important global megatrend since 2022, driving significant investment in renewable generation and other low-carbon alternatives. However, specific progress in the decarbonization of the industrial sector has lagged considerably. This is significant as the industrial sector accounted for approximately 29% of total emissions in 2022, a rate that has been relatively stable for the past decade.

Despite the fuel cost fluctuations, industrial companies have preferred to stick with fossil fuels for numerous reasons. To begin, the high upfront capital cost of replacing existing fossil-fuel-based infrastructure is a challenge, particularly in the current climate in which these costs are even higher. High electricity prices reduce the rate-of-return. Policy support and incentives are lacking, and policymakers have had other priorities. All these considerations make it easier for businesses to 'sweat assets' and delay investment.

Things are starting to change. After two years of cost inflation across all industries, cost inflation pressures are starting to ease, and technology costs for electrification solutions should drop faster than the inflationary average. New solutions are gradually entering the market. Companies that need to make investments are increasingly concerned about purchasing a fossil asset that could be heavily regulated in 5 years.