2024 年拉丁美洲電力與能源展望

Latin American Power & Energy Outlook, 2024

出版日期: 2024年04月26日 | 出版商:

Frost & Sullivan | 英文 79 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

政策支持和較低的計劃成本推動可再生能源強勁成長

在預測期（2024-2035年），水力發電將成為拉丁美洲的主要電力源，但可再生能源（RE）也將大幅成長。公共事業太陽能光電和陸域風電佔總投資的大部分。拉丁美洲的離岸風能產業遠不如歐洲和中國發達，但預計在2030年開始起飛。該地區豐富的天然氣資源鼓勵對新發電廠的投資。天然氣在電力結構中的佔有率將略有減少。從發電量和絕對量來看，2035年將比2023年成長近50%。這項變化反映出該地區擁有大量天然氣蘊藏量，政府熱衷於開發天然氣並將收益。在智利等國家，經濟成長增加了氫的消費量和生產，導致發電總量顯著增加。該地區的氫政策框架相對不發達，但這種情況正在改變。

《拉丁美洲電力和能源產業展望》提供了阿根廷、巴西、智利、哥倫比亞、墨西哥和秘魯的資料和分析，涵蓋 2023 年至 2035 年。

主要市場趨勢
趨勢一——選舉季節導致能源政策變化
趨勢 2 – 首個 GWh FTM 儲存取得進展
趨勢 3 – 電網緊張
趨勢 4 – 房地產公司購電協議推動產業擴張
趨勢5－拉丁美洲正在為綠色H2做準備
趨勢 6 – 去中心化成為主流
趨勢 7 – 再生能源競標對於減緩能源轉型非常重要
趨勢8－生質燃料展現出巨大潛力
趨勢9－NG上游活動活性化
趨勢10—液化天然氣產能不斷擴大
趨勢 11 - 石油和天然氣脫碳：國家石油公司在做什麼？
趨勢12－首個碳排放交易機制出現

成長發電機

發電投資預測
發電產能預測
發電設備容量及發電量
主要國家年發電投資額

成長動力：發電投資排名前六名的國家

阿根廷：發電投資預測
阿根廷：發電業分析
阿根廷：發電量及發電量
巴西：發電投資預測
巴西：發電業分析
巴西：發電量及發電量
智利：發電投資預測
智利：發電業分析
智利：發電量及發電量
哥倫比亞：發電投資預測
哥倫比亞：發電產業分析
哥倫比亞：發電量及發電量
墨西哥：發電投資預測
墨西哥：發電業分析
墨西哥：發電量及發電量
秘魯：發電投資預測
秘魯：發電產業分析
秘魯：發電能力和發電量

成長機會宇宙

成長機會一：透過水力發電的現代化、改造和數位化促進脫碳
成長機會2：為商業和工業（C＆I）公司提供能源脫碳服務
成長機會3：中小企業標準化再生能源購電協議

主要結論與未來展望

最佳實踐意識

弗羅斯特雷達

下一步

簡介目錄

Product Code: KA1C-27

Policy Support and Lower Project Costs Drive Strong Renewable Energy Growth

Hydropower will remain the leading source of electricity in Latin America throughout the forecast period (2024 to 2035), but renewable energy (RE) will experience substantial increases. Utility solar photovoltaic (PV) power and onshore wind dominate total investment. Latin America's offshore wind sector is far less developed than those of Europe or China, but this industry will take off after 2030. The region's ample availability of natural gas will drive investments in new power plants. Gas will see a modest decline in its share of the electricity mix; in terms of electricity generated, and in absolute terms, it will be nearly 50% higher in 2035 than it was in 2023. This change reflects the region's substantial reserves of natural gas that governments are keen to both utilize and monetize. Total electricity generated will increase substantially as economic growth drives higher consumption and production of hydrogen in states such as Chile. The region has been relatively slow in developing policy frameworks for hydrogen, but that is changing.

This outlook on the power and energy sectors in Latin America offers data and analysis for the following countries: Argentina, Brazil, Chile, Colombia, Mexico, and Peru. The study period is 2023 to 2035.

Analysis Highlights

Top Predictions for 2024
Top Country Markets
The State of Play for Clean Power-2023
The State of Play for Clean Power-2035

Transformation in the Latin American Power & Energy Industry

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Latin American Power and Energy Industry

Ecosystem

Research Scope
What Does the Power & Energy Sector Outlook Report Include?

Growth Environment

Key Market Trends
Trend 1-Election Season Drives Energy Policy Changes
Trend 2-Progress toward the First GWh of FTM Storage
Trend 3- Grids Undergo Strain
Trend 4-RE Corporate PPAs Drive Industry Expansion
Trend 5-Latin America Gears Up for Green H2
Trend 6-Decentralization Goes Mainstream
Trend 7-RE Bids Are Crucial for Energy Transition Laggards
Trend 8-Biofuel Shows Strong Potential
Trend 9-NG Upstream Activity Is Burgeoning
Trend 10-LNG Capacity Is Scaling Up
Trend 11-O&G Decarbonization: What Are NOCs Doing?
Trend 12-First Carbon-trading Schemes Emerge

Growth Generator

Power Generation Investment Forecast
Power Generation Capacity Forecast
Power Generation Installed Capacity & Electricity Generated
Annual Power Generation Investment by Key Country

Growth Generator: Power Generation Investment for Top 6 Countries

Argentina: Power Generation Investment Forecast
Argentina: Power Generation Industry Analysis
Argentina: Power Generation Installed Capacity & Electricity Generated
Brazil: Power Generation Investment Forecast
Brazil: Power Generation Industry Analysis
Brazil: Power Generation Installed Capacity & Electricity Generated
Chile: Power Generation Investment Forecast
Chile: Power Generation Industry Analysis
Chile: Power Generation Installed Capacity & Electricity Generated
Colombia: Power Generation Investment Forecast
Colombia: Power Generation Industry Analysis
Colombia: Power Generation Installed Capacity & Electricity Generated
Mexico: Power Generation Investment Forecast
Mexico: Power Generation Industry Analysis
Mexico: Power Generation Installed Capacity & Electricity Generated
Peru: Power Generation Investment Forecast
Peru: Power Generation Industry Analysis
Peru: Power Generation Installed Capacity & Electricity Generated

Growth Opportunity Universe

Growth Opportunity 1: Hydropower Modernization, Repowering, and Digitalization to Advance Decarbonization
Growth Opportunity 2: Energy Decarbonization Services for Commercial and Industrial (C&I) Companies
Growth Opportunity 3: Standardized RE PPAs for Small and Medium Enterprises