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1198153

抽水蓄能電力市場增長、趨勢、COVID-19 的影響和預測 (2023-2028)

Pumped Hydro Storage Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 164 Pages | 商品交期: 2-3個工作天內

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簡介目錄

抽水蓄能市場的裝機容量預計將在 2020 年達到 159.49 吉瓦，2027 年達到 235.07 吉瓦，2022 年至 2027 年的複合年增長率為 5.87%。

由於國際供應鏈中斷和對即將開展的項目的投資減少，COVID-19 疫情對全球抽水蓄能市場產生了負面影響。 包括封鎖限制和人力資源不足在內的許多因素也推遲了世界各地的許多抽水蓄能水電項目 (PHS)。 預計在預測期內，整合可變可再生能源並確保電網穩定性將推動 PHS 市場。 此外，預計政府逐步淘汰化石燃料的目標將在預測期內推動市場增長。 然而，預計 PHS 項目的環境和社會影響以及來自其他儲能技術的日益激烈的競爭將影響預測期內的市場研究。

由於閉環抽水蓄能電站相對於開環電站的優勢以及預計在預測期內完成的在建項目數量，預計閉環抽水蓄能電站將在預測期內引領市場。

目前，幾種新的PSH技術正在開發中，未來，用於儲能的PSH技術的開發和部署將會增加，同時降低成本和環境影響。預計會出現機會。 此外，根據國際水電協會的數據，到 2030 年，大約 240 GW 的 PSH 項目將投入運營。

亞太地區是最大的抽水蓄能市場，2020 年的年容量增幅將最大，並繼續保持主要由中國推動的增長軌跡。

抽水蓄能市場趨勢

閉環系統有望引領市場

在閉環系統中，創建抽水蓄能電站，人工創建一個或兩個水庫，兩個水庫都沒有自然水輸入。 儲存大量能量的唯一方法是將一個大水體放置在離第二個水體相對近的地方，但要盡可能高。 在某些地方，這是自然發生的。 還有一些地方的一個或兩個水體都是人造的。 由於抽水蓄能發電能量密度低，水庫之間的高差和流量差異較大。

閉環抽水蓄能係統靈活、可靠且功率高。 閉環抽水蓄能電站比開環抽水蓄能電站對環境的影響更小，因為它們不與現有河流相連。 此外，由於它可以安裝在需要並網的地方，因此無需在現有河流附近安裝。

閉環系統不干擾現有的河流和水道，使得獲得運營許可證和許可證更加安全，預計未來會顯著增長。 根據美國能源部 (DOE) 太平洋西北國家實驗室 (PNNL) 的數據，近年來，閉環抽水蓄能係統的許可申請和初步許可數量大幅增加。

閉環抽水蓄能項目在美國等國家的實施日益增多，可以為開發商擴大市場佔有率建立有利可圖的業務場景。

例如，蒙大拿州可再生能源公司 Absaroka Energy LLC 正在開發位於蒙大拿州的 Gordon Butte 閉環抽水蓄能項目。 該項目於 2016 年獲得許可，原定於 2020 年 7 月開工建設，但由於 COVID-19 大流行而被推遲。 根據能源部 (DOE) 的指示，新的建設截止日期是 2022 年 12 月。 投產後裝機容量400MW，預計年均用電量1300GWh。 該項目將為蒙大拿州的可再生能源市場提供輔助功能，並有可能提供多種服務，為現有電網基礎設施提供壽命、可靠性和穩定性。

綜上所述，閉環型有望在預測期內佔據市場主導地位。

亞太地區有望引領市場

據國際水電協會統計，截至2020年，亞太地區水電裝機容量約為7721萬千瓦，其中中國和日本佔據絕大部分份額。

在亞太地區，我們正在遠離化石燃料，特別是在中國、日本、東盟地區、韓國和印度，這些國家正在開發可再生能源、水力發電和抽水蓄能發電設施.

此外，中國已宣布計劃到 2060 年實現碳中和，到 2025 年煤炭消費達到峰值。 為此，可再生能源領域投資加大，2020年新增水電裝機約1376萬千瓦，其中雞西項目最後4台機組抽水蓄能裝機120萬千瓦。

此外，1.8GW雞西抽水蓄能電站是最大的抽水蓄能電站項目，預計投資16.1億美元。 它由中國國家電網公司（SGCC）的子公司國網鑫源公司開發。

此外，在東南亞，水電和抽水蓄能市場得到了極大的發展。 同樣在東南亞，水電和抽水蓄能市場發展顯著，但 COVID-19 大流行導致許多項目被推遲。 然而，世界銀行召開峰會，敦促南亞國家開放和投資可持續水電。

例如，2020年9月，通用電氣選擇美格工程為印度昆達電站交付並調試4台125MW定速抽水蓄能發電機，計劃於2023年調試。宣布計劃

同樣，斯裡蘭卡政府也高度重視抽水蓄能係統。 2020 年，國有錫蘭電力局 (CEB) 獲得了一個項目，以確定抽水蓄能電站並對其進行可行性研究，以填補供需缺口並儲存能源。 日本國際協力基金的初步研究已確定康提的毛亞谷和Wewatenne是抽水蓄能的合適地點。

因此，由於上述因素，亞太地區有望在預測期內主導抽水蓄能發電市場。

抽水蓄能市場競爭者分析

抽水蓄能市場較為分散。 市場上的主要參與者包括通用電氣公司、西門子股份公司、Enel SpA、Duke Energy Corporation、Voith GmbH &Co.KGaA。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第一章介紹

  • 調查範圍
  • 市場定義
  • 調查假設

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

  • 介紹
  • 到2027年抽水蓄能發電裝機容量及預測（單位：GW
  • 到 2027 年的水電裝機容量和預測 (GW)
  • 2013-2020 年水力發電量（太瓦時）
  • 近期趨勢和發展狀況
  • 政府法規和政策
  • 市場動態
    • 司機
    • 約束因素
  • 供應鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • 抽水蓄能發電系統成本

第 5 章市場細分

  • 類型
    • 開環
    • 閉環
  • 按地區
    • 北美
    • 歐洲
    • 亞太地區
    • 南美洲
    • 中東

第六章競爭格局

  • 併購、合資、合作、協議
  • 主要參與者採用的策略
  • 公司簡介
    • 運營商
      • Duke Energy Corporation
      • EON SE
      • Enel SpA
      • Electricite de France SA（EDF）
      • Iberdrola SA
    • Technology Providers
      • General Electric Company
      • Siemens AG
      • Andritz AG
      • Mitsubishi Heavy Industries Ltd
      • Voith GmbH & Co. KGaA
      • Ansaldo Energia SpA

第7章 市場機會未來動向

簡介目錄
Product Code: 61332

The pumped hydro storage market installations totaled 159.49 GW in 2020, and it is anticipated to reach 235.07 GW by 2027, recording a CAGR of 5.87% during 2022-2027. The COVID-19 pandemic negatively impacted the global pumped hydro storage market due to disruptions in the international supply chain and a reduction in investments for upcoming projects. In addition, there have been delays in many pumped hydro storage projects (PHS) across the world due to many factors, including lockdown restrictions, unavailability of manpower, and others. The integration of variable renewable energy sources and ensuring grid stability are expected to drive the PHS market during the forecast period. Furthermore, increasing government targets to phase out fossil fuels is likely to aid the market's growth during the forecast period.​ However, the environmental and social impacts of PHS projects, coupled with increasing competition from other energy storage technologies, are expected to impact the market studied during the forecast period.

* Closed-loop pumped hydro storage power units are expected to lead the market during the forecast period, owing to their advantages over open-loop units and many under-construction projects, which are expected to be completed over the forecast period.

* Several novel PSH technologies are currently under development, which is expected to increase the development and deployment of PSH technology for energy storage while reducing costs and environmental impacts in the future, thus creating several opportunities. Further, as per the International Hydropower Association, nearly 240 GW of PSH projects are likely to come online by 2030.

* Asia-Pacific is the largest market for pumped hydro storage, owing to having achieved the highest annual increase in capacity in 2020, continuing the growth trajectory, majorly driven by China.

Pumped Hydro Storage Market Trends

Closed-loop Segment Expected to Dominate the Market

* In closed-loop systems, pumped hydro storage plants are created, in which one/both the reservoirs are artificially built, and no natural inflows of water are involved with either reservoir. The only way to store a substantial amount of energy is by locating a large body of water relatively near the second body of water but as high above as possible. In some places, this happens naturally. In others, one or both water bodies are man-made. The moderately low energy density of pumped storage systems entails either large differences in height or large flows between reservoirs.

* Closed-loop pumped hydro storage offers high flexibility, reliability, and high-power output. Since the closed-loop pumped-hydro systems are not connected to existing river systems, their impact on the environment is less compared to open-loop pumped hydro storage systems. Moreover, they can be located where support to the grid is required and therefore do not need to be positioned near an existing river.

* Over the coming years, closed-loop systems are likely to witness significant growth because of greater certainty in gaining an operating license or permits since they do not interfere with the existing river systems or any water streams. As per the Pacific Northwest National Laboratory (PNNL) under the US Department of Energy (DOE), the number of licensing applications and preliminary permits for closed-loop pumped hydro storage systems has significantly increased in recent years.

* The growing implementation of closed-loop pumped hydro storage projects in countries like the US can institute a favorable business scenario for developers to expand their market presence.

* For instance, Absaroka Energy LLC, a Montana-based renewable energy company, is developing the Gordon Butte closed-loop pumped hydro storage project located in Montana. The project was licensed in 2016, and the construction was set to start in July 2020 but was extended due to the COVID-19 pandemic. As per the Department of Energy (DOE), a new deadline for beginning construction is December 2022. Once commissioned, the project will have an installed capacity of 400 MW, and the estimated average annual energy is likely to reach 1300 GWh. This project might provide ancillary capabilities to Montana's evolving renewable energy market and offer multiple services to provide longevity, reliability, and stability to the existing grid infrastructure.

* Therefore, owing to the above points, the close-loop segment is expected to dominate the market during the forecast period.

Asia-Pacific Expected to Dominate the Market

* According to the International Hydropower Association, as of 2020, Asia-Pacific had around 77.21 GW of hydro storage installed capacity, with China and Japan accounting for the majority share in the region.

* The continued disinvestment from fossil fuels in the Asia-Pacific region has led to the development of renewable energy, hydropower, and pumped hydro storage facilities, especially in China, Japan, the ASEAN region, South Korea, and India.

* Furthermore, China announced its plan to become carbon neutral by 2060 and peak coal consumption by 2025. This led to increased investment in the renewable sector, and in 2020, around 13.76 GW of new hydropower was installed, including 1.2 GW of pumped storage from the last four units of the Jixi project.

* Additionally, the 1.8 GW Jixi Pumped Storage Power Station is the largest pumped hydro storage project with an estimated investment of USD 1.61 billion. It was developed by State Grid Xinyuan Company, a subsidiary company of State Grid Corporation of China (SGCC).

* Furthermore, South-East Asia witnessed significant development in the hydropower and pumped hydro storage market. However, many projects were delayed due to persistent lockdowns due to the COVID-19 pandemic. However, the World Bank held a summit to encourage South Asian nations to unlock and invest in sustainable hydropower.

* For instance, in September 2020, General Electric announced that Megha Engineering had selected it to provide and commission four 125 MW fixed speed pumped storage turbines for the Kundah power plant in India, and it is expected to be commissioned in 2023.

* Similarly, Sri Lanka's government is emphasizing pumped hydro storage systems. In 2020, the state-run Ceylon Electricity Board (CEB) was given a project to identify and conduct a feasibility study on pumped storage plants to tide over the time gaps between demand and supply and storage of energy. A preliminary investigation with the Japan International Cooperation fund identified Ma Oya Valley and Wewatenne in Kandy as suitable pump storage unit locations.

* Therefore, owing to the above factors, Asia-Pacific is expected to dominate the pumped hydro storage market during the forecast period.

Pumped Hydro Storage Market Competitor Analysis

The pumped hydro storage market is moderately fragmented. Some of the key players in the market include General Electric Company, Siemens AG, Enel SpA, Duke Energy Corporation, and Voith GmbH & Co. KGaA, among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Pumped Hydro Installed Capacity and Forecast in GW, till 2027
  • 4.3 Hydro Power Installed Capacity and Forecast in GW, till 2027
  • 4.4 Hydroelectricity Generation in TWh, 2013-2020
  • 4.5 Recent Trends and Developments
  • 4.6 Government Policies and Regulations
  • 4.7 Market Dynamics
    • 4.7.1 Drivers
    • 4.7.2 Restraints
  • 4.8 Supply Chain Analysis
  • 4.9 Porter's Five Forces Analysis
    • 4.9.1 Bargaining Power of Suppliers
    • 4.9.2 Bargaining Power of Consumers
    • 4.9.3 Threat of New Entrants
    • 4.9.4 Threat of Substitutes Products and Services
    • 4.9.5 Intensity of Competitive Rivalry
  • 4.10 Cost of Pumped Hydro Energy Storage System

5 MARKET SEGMENTATION

  • 5.1 Type
    • 5.1.1 Open-loop
    • 5.1.2 Closed-loop
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Europe
    • 5.2.3 Asia-Pacific
    • 5.2.4 South America
    • 5.2.5 Middle-East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Operators
      • 6.3.1.1 Duke Energy Corporation
      • 6.3.1.2 EON SE
      • 6.3.1.3 Enel SpA
      • 6.3.1.4 Electricite de France SA (EDF)
      • 6.3.1.5 Iberdrola SA
    • 6.3.2 Technology Providers
      • 6.3.2.1 General Electric Company
      • 6.3.2.2 Siemens AG
      • 6.3.2.3 Andritz AG
      • 6.3.2.4 Mitsubishi Heavy Industries Ltd
      • 6.3.2.5 Voith GmbH & Co. KGaA
      • 6.3.2.6 Ansaldo Energia SpA

7 MARKET OPPORTUNITIES AND FUTURE TRENDS