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市場調查報告書
商品編碼
1643852
印度電力產業的成長機會（2024-2035 年）Growth Opportunities in the Indian Electricity Industry, 2024-2035 |
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快速的經濟變化和脫碳需求將推動轉型
它追蹤印度電力市場的發展並為印度電力行業提供關鍵預測。該公司主要關注印度的可再生能源 (RE)、新技術和未來的投資目的地。
印度是繼中國和美國之後的世界第三大電力生產國。但它們在電力分配方面面臨傳統的問題，例如傳輸過程中大量電力損失。這導致電力分配公司遭受巨大損失，而農業部門和其他消費者卻被免費供電。
該研究考察了政府和其他機構為應對電力市場挑戰所採取的措施。確定各種規模的市場參與企業的成長機會。它還確定了將為國內發電廠帶來激烈競爭的地區。以 2023 年為基準年，對 2024 年至 2035 年的市場趨勢進行了分析。
目錄
戰略問題
- 成長為何變得越來越艱難？
- The Strategic Imperative 8（TM）
- 三大戰略問題對印度電力產業的影響
成長機會分析
- 主要發現
- 分析範圍
- 發電市場區隔定義
- 電網硬體和電池能源儲存市場細分定義
- 主要競爭對手
- 印度電力市場結構
- 印度電力產業時間表
- 未來監理情勢
- 印度電力交易市場擴張
- 能源證書：REC 和 ESCert
- 電力市場自動化
- 成長動力
- 成長抑制因素
趨勢分析
- 影響產業的主要趨勢
- 電力需求強勁成長 - 人均消費量從低水準上升
- 可再生能源成長 – 新增產能以太陽能為主
發電
- 電力需求強勁成長－2023 年至 2035 年間發電量將成長 5.44%
- 獎勵對可再生能源整體成長至關重要
- 太陽能和風能是新增裝置的主流
- 各州的太陽能機會
- 國家風力發電
- 競爭格局
- 儘管氣候擔憂，但煤炭仍是主要趨勢
- 煤炭產能持續成長
- 煤炭機遇
- 煤炭經濟學
電網基礎設施
- 擴大輸配電網路
- 配電公司陷入混亂
- 配電公司虧損不斷增加
- 失去狀態
- 解決方案的一部分：大規模部署智慧電錶
- 智慧電錶大規模部署－現狀
- 大規模部署智慧電錶－8 年內部署 2.5 億台電錶
- 大規模部署智慧電錶－主要優勢
能源儲存
- 能源儲存市場動態
- 投資電池
- 印度主要電網規模電池計劃
- 印度的電池儲存業務機會
- 印度電池儲存 -主要企業
成長機會宇宙
- 成長機會一：再生能源滲透率提高
- 成長機會 2：企業電力購買協議 (PPA) 增加
- 成長機會三：併購投資機會
- 成長機會4：價值鏈
- 成長機會五：集團自有發電廠
附錄
- 簡稱
後續步驟Next steps
- 成長機會的好處和影響
- 後續步驟Next steps
- 附件列表
- 免責聲明
Rapid Economic Changes and the Need to Decarbonize are Driving Transformational Growth
The study traces the development of the Indian electricity market, providing key forecasts for the Indian power sector. It focuses on renewable energy (RE), new technologies, and future investment destinations in India.
India is the third-largest power producer in the world, behind China and the United States. However, the country has been facing legacy issues in power distribution, with large amounts of power being lost during transmission. This, along with the free power given to the agriculture sector and other consumers, has incurred heavy losses for distribution companies.
This study looks at the measures the government and other bodies are taking to tackle the challenges in the electricity market. It identifies opportunities for the growth of market participants of different sizes. The study also determines areas that will give stiff competition to the power plants in the country. Market trends have been analyzed from 2024 to 2035, with 2023 as the base year.
Table of Contents
Strategic Imperatives
- Why is it Increasingly Difficult to Grow?
- The Strategic Imperative 8™
- The Impact of the Top 3 Strategic Imperatives on the Indian Electricity Industry
Growth Opportunity Analysis
- Main Findings
- Scope of Analysis
- Market Segment Definitions for Power Generation
- Market Segment Definitions for Grid Hardware and Battery Energy Storage
- Key Competitors
- Structure of the Indian Power Market
- The Timeline of the Power Sector in India
- The Future Regulatory Landscape
- The Expansion of India's Power Exchanges
- Energy Certificates: RECs and ESCerts
- OA for the Electricity Market
- Growth Drivers
- Growth Restraints
Trend Analysis
- Key Trends Shaping the Industry
- Strong Growth in Electricity Demand-Per Capita Consumption to Increase from a Low Volume
- The Growth of Renewables-Solar to Dominate Capacity Increases
Power Generation
- Strong Growth in Electricity Demand-Electricity Generation Will Increase by 5.44% Between 2023 and 2035
- Incentives Essential to Overall Renewable Growth
- Solar and Wind Dominate New Installations
- State Solar Opportunities
- State Wind Opportunities
- Competitive Landscape
- Preference for Coal Despite Climate Concerns
- Coal Capacity Continues to Increase
- Coal Opportunities
- Economics of Coal
Grid Infrastructure
- Expansion of T&D Networks
- Discoms in Disarray
- Discom Losses Mount
- State Losses
- Part of the Solution-Mass Deployment of Smart Metering
- Mass Deployment of Smart Metering-Status
- Mass Deployment of Smart Metering-250 Million Meters in 8 Years
- Mass Deployment of Smart Metering-Main Benefits
Energy Storage
- Market Dynamics for Energy Storage
- Battery Energy Storage Investment
- Major Grid-scale Battery Storage Projects in India
- Battery Storage Opportunities in India
- Battery Storage-Important Companies in India
Growth Opportunity Universe
- Growth Opportunity 1: Increased RE Penetration
- Growth Opportunity 2: Increase in Corporate PPAs
- Growth Opportunity 3: Merger and Acquisition Investment Opportunities
- Growth Opportunity 4: Value Chain
- Growth Opportunity 5: Group Captive Power Plants
Appendix
- Abbreviations
Next Steps
- Benefits and Impacts of Growth Opportunities
- Next Steps
- List of Exhibits
- Legal Disclaimer
