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市場調查報告書
商品編碼
1494744
2030 年聚光太陽能市場預測:按組件、技術、最終用戶和地區分類的全球分析Concentrated Solar Power Market Forecasts to 2030 - Global Analysis By Component, Technology, End User and By Geography |
根據Stratistics MRC的數據,2024年全球聚光太陽能發電市場規模為69.1億美元,預計到2030年將達到200.2億美元,預測期內複合年成長率為19.4%,預計將會成長。
聚光太陽能發電(CSP)是一種利用陽光發電的可再生能源技術。與使用太陽能電池板直接將陽光轉化為電能的光伏系統不同,CSP 系統使用鏡子或透鏡將陽光聚焦到一個小區域。這種集中的陽光加熱水或熔鹽等流體以產生蒸氣,蒸氣驅動連接到發電機的渦輪機並產生電力。此外,CSP 發電廠可以與熱能能源儲存系統整合,使其即使在日落後也能發電。
據Helioscsp稱,預計到2030年,這項技術將佔石油產量的20%,並將有助於延長油田的壽命。根據太陽能產業協會統計,2020年第一季美國太陽能裝置容量達360萬千瓦,總設備容量高達8,140萬千瓦,足以為1,570萬個美國家庭供電。
人們對能源安全的擔憂日益加深
由於地緣政治緊張局勢和有限蘊藏量導致傳統能源來源面臨波動,各國正在尋求永續替代方案以保護其能源獨立性。 CSP 透過大規模安裝利用太陽能並提供可靠的可再生能源,提供了可行的解決方案。 CSP 長期儲存熱能的固有可靠性緩解了太陽能發電常見的間歇性問題。此外,CSP設施可以策略性地位於陽光充足的地區,減少對進口石化燃料的依賴並增強國內能源彈性。
初始投資高
高初始投資是聚光太陽能發電(CSP)市場成長的主要障礙。該技術需要在建設和基礎設施方面進行大量初始投資,包括專用鏡子、接收器和儲存系統。這些成本常常阻礙潛在投資者和開發商進入市場或擴大現有計劃。建設工期延長導致投資回報延遲,進一步加劇了財務風險。此外,政府政策和獎勵缺乏透明度是阻礙投資者的另一個因素。如果沒有足夠的財政支持和有利的監管支持,光熱發電技術的普及將受到阻礙,其對可再生能源目標和永續發展目標的潛在貢獻也將受到限制。
創造就業和經濟發展
政府和企業對太陽能發電廠和相關技術等光熱發電基礎設施的投資將創造對建築、工程和維護領域技術純熟勞工的需求。這為當地社區帶來了就業機會,並刺激了經濟成長和發展。此外,光熱發電計劃的建立往往需要各相關人員的合作,包括政府機構、投資者和技術供應商,培育夥伴關係並促進創新。
人口稀少地區的普及延遲
低度開發地區聚光太陽能發電 (CSP) 的採用緩慢是 CSP 市場成長的主要障礙。資本獲取管道有限、基礎設施不足以及監管挑戰阻礙了這些地區光熱發電計劃的實施。新建地區往往缺乏建造和維護 CSP 發電廠所需的技術專業知識和熟練勞動力,這進一步加劇了採用差距。然而,不可靠的電網系統和不一致的政府政策阻礙了潛在投資者在這些地區投資光熱發電計劃。
COVID-19 大流行對聚光太陽能 (CSP) 市場產生了重大影響。全球供應鏈的廣泛中斷導致光熱發電計劃建設和部署的延誤,導致計劃取消和延遲。由於停工和監管導致的經濟景氣衰退減少了對可再生能源計劃(包括光熱發電)的投資。疫情的不確定性也影響了投資者的信心,進一步減緩了光熱發電市場的成長。此外,旅行限制和社交距離措施阻礙了現有光熱發電工廠維護和營運活動的實施,影響了其效率和績效。
預計電源塊部分在預測期內將是最大的
透過提高整體效率和可靠性,預計電源模組領域在預測期內將成長最大。它由渦輪機、發電機和熱交換器等關鍵部件組成,將太陽能轉化為電能。電源模組技術的創新提高了將太陽能熱能轉換為電能的效率,使 CSP 系統更具成本效益,與其他可再生能源相比更具競爭力。先進的設計和材料可實現更高的溫度和壓力,從而在充滿挑戰的環境中增加能量輸出並提高性能。
線性菲涅耳反射器領域預計在預測期內複合年成長率最高。
線性菲涅耳反射器領域預計將在預測期內實現最高複合年成長率,為傳統聚光太陽能技術提供經濟高效的替代方案。與使用大型拋物面鏡或碟形反射鏡將陽光聚焦到單一焦點的傳統 CSP 系統不同,LFR 使用長而平坦的鏡子將陽光反射到線性接收器上。這種分離式設計使製造、安裝和維護比其他 CSP 技術更容易,使 LFR 更容易在更廣泛的應用和地點使用。
透過將 CSP 與風能和光伏 (PV) 等其他再生能源來源相結合,混合發電廠解決了太陽能固有的間歇性問題。這種整合將確保更穩定和可靠的電力供應,並有助於滿足該地區日益成長的能源需求。此外,該地區的混合可以更好地利用現有基礎設施和資源,並最佳化發電過程的整體效率。混合發電廠提供的靈活性使能源生產商能夠適應不斷變化的天氣和需求模式,進一步增強區域能源彈性。
預計亞太地區在預測期內將保持盈利成長。透過促進可再生能源和獎勵光熱發電計劃的政策,各國政府正在推動全部區域該產業的投資和創新。規定可再生能源目標並提供上網電價補貼和稅收優惠等財政支持的法規正在推動該地區採用光熱發電技術。此外,法律規範確保電網整合並簡化許可流程,減少亞太地區光熱發電開發商的進入障礙。
According to Stratistics MRC, the Global Concentrated Solar Power Market is accounted for $6.91 billion in 2024 and is expected to reach $20.02 billion by 2030 growing at a CAGR of 19.4% during the forecast period. Concentrated Solar Power (CSP) is a renewable energy technology that harnesses sunlight to generate electricity. Unlike photovoltaic systems that convert sunlight directly into electricity using solar panels, CSP systems focus sunlight onto a small area using mirrors or lenses. This concentrated sunlight heats a fluid, typically water or molten salt, to produce steam, which then drives a turbine connected to a generator to generate electricity. Additionally, CSP plants can be integrated with thermal energy storage systems, allowing for electricity production even after sunset.
According to Helioscsp, this technology is estimated to produce 20% of oil production by 2030, which will help to extend the lives of oil fields. According to the Solar Energy Industries Association, the US installed 3.6 GW of solar PV capacity in Q1 2020 to reach up to 81.4 GW of total installed capacity-enough to power 15.7 million American homes.
Growing concerns about energy security
As traditional energy sources face volatility due to geopolitical tensions and finite reserves, countries seek sustainable alternatives to safeguard their energy independence. CSP offers a viable solution by harnessing solar energy through large-scale installations, providing a reliable and renewable power source. Its inherent reliability, with the ability to store thermal energy for extended periods, mitigates the intermittency issues commonly associated with solar power. Furthermore, CSP facilities can be strategically located in regions abundant in sunlight, reducing dependency on imported fossil fuels and strengthening domestic energy resilience.
High initial investment
High initial investment acts as a significant barrier to the growth of the Concentrated Solar Power (CSP) market. The technology requires substantial upfront capital for construction and infrastructure development, including specialized mirrors, receivers, and storage systems. These costs often deter potential investors and developers from entering the market or expanding existing projects. The lengthy construction period further exacerbates financial risks, as returns on investment are delayed. However, the uncertainty surrounding government policies and incentives adds another layer of hesitation for investors. Without sufficient financial backing and favorable regulatory support, the widespread adoption of CSP technology is hindered, limiting its potential contribution to renewable energy targets and sustainable development goals.
Job creation and economic development
As governments and businesses invest in CSP infrastructure, such as solar power plants and associated technologies, they create a demand for skilled labor in construction, engineering, and maintenance sectors. This leads to job opportunities for local communities, stimulating economic growth and development. Moreover, the establishment of CSP projects often requires collaboration between various stakeholders, including government agencies, investors, and technology providers, fostering partnerships and boosting innovation.
Slower adoption in underdeveloped areas
The slower adoption of concentrated solar power (CSP) in underdeveloped areas presents a significant hindrance to the growth of the CSP market. Limited access to capital, inadequate infrastructure, and regulatory challenges impede the implementation of CSP projects in these regions. Underdeveloped areas often lack the necessary technological expertise and skilled workforce required for the construction and maintenance of CSP plants, further exacerbating the adoption gap. However, unreliable grid systems and inconsistent government policies deter potential investors from committing to CSP projects in these regions.
The Covid-19 pandemic significantly impacted the Concentrated Solar Power (CSP) market due to the widespread disruptions in global supply chains caused delays in the construction and deployment of CSP projects, leading to project cancellations or postponements. The economic downturn resulting from lockdowns and restrictions reduced investments in renewable energy projects, including CSP. The uncertainty surrounding the pandemic also affected investor confidence, further slowing down the growth of the CSP market. Moreover, travel restrictions and social distancing measures hindered the execution of maintenance and operation activities for existing CSP plants, affecting their efficiency and performance.
The Power Block segment is expected to be the largest during the forecast period
Power Block segment is expected to be the largest during the forecast period by improving overall efficiency and reliability. It consists of key components like turbines, generators and heat exchangers, which convert solar energy into electricity. Innovations in Power Block technology have led to increased efficiency in converting solar heat into electricity, making CSP systems more cost-effective and competitive with other forms of renewable energy. Advanced designs and materials allow for higher temperatures and pressures, resulting in greater energy output and improved performance even in challenging environments.
The Linear Fresnel Reflectors segment is expected to have the highest CAGR during the forecast period
Linear Fresnel Reflectors segment is expected to have the highest CAGR during the forecast period, by offering a cost-effective and efficient alternative to traditional concentrating solar technologies. Unlike conventional CSP systems that use large parabolic mirrors or dishes to concentrate sunlight onto a single focal point, LFRs utilize long, flat mirrors to reflect sunlight onto a linear receiver. This segmented design allows for easier manufacturing, installation, and maintenance compared to other CSP technologies, making LFRs more accessible to a wider range of applications and locations.
Asia Pacific region commanded the largest share of the market over the extrapolated period, by combining CSP with other renewable energy sources like wind or photovoltaic (PV) systems, hybrid power plants are addressing the intermittency issues inherent in solar energy. This integration ensures a more stable and reliable power supply, catering to the region's increasing energy demands. Additionally, hybridization in the region allows for better utilization of existing infrastructure and resources, optimizing the overall efficiency of the power generation process. The flexibility offered by hybrid power plants enables energy producers to adapt to varying weather conditions and demand patterns, further bolstering the region's energy resilience.
Asia Pacific region is poised to hold profitable growth over the estimation period. Through policies promoting renewable energy and incentivizing CSP projects, governments are driving investment and innovation in the sector across the region. Regulations mandating renewable energy targets or providing financial support such as feed-in tariffs and tax incentives encourage the regional adoption of CSP technology. Additionally, regulatory frameworks ensure grid integration and streamline permitting processes, reducing barriers to entry for CSP developers in the Asia Pacific region.
Key players in the market
Some of the key players in Concentrated Solar Power market include Aalborg CSP A/S, Abengoa Solar, S.A, Archimede Solar Energy, Frenell GmbH, General Electric, GlassPoint Solar, Siemens AG, Solarreserve, LLC, Torresol Energy, Brightsource Energy, Inc and TSK Flagsol Engineering GmbH.
In February 2024, ACWA Power and Larsen and Toubro Limited (LandT) announced that it has been selected Nextracker, a leading global provider of intelligent solar tracking equipment and software solutions, to supply the NX Horizon-XTR(TM) ground tracker for a 1.17 GW installation in Al Kahfah. Solar energy. Power plant, a strategically important renewable energy project in the Central Province of Saudi Arabia, part of the National Renewable Energy Program.
In August 2023, In aggregation with President Biden's visit to Wisconsin, Siemens announced that it will begin production of photovoltaic (PV) inverters in Kenosha, Wisconsin, where the company produces solar energy components specifically designed to serve the US market. Owned and operated by the company's long-term manufacturing partner Sanmina, the Kenosha plant will help meet increased demand for local manufacturing of critical parts of solar projects and help customers take advantage of the full value of solar tax incentives and home content incentives.
In July 2023, BrightSource Energy Inc., a global leader in concentrated solar thermal (CSP) technology, has announced the spin-off of its Israeli, UK and South African subsidiaries to form a new group known as New BrightSource Energy LTD. Izik Kirshenbaum leads the new group with Israeli and British leadership.
In May 2022, the General Office of State Council, China released a new for Development of New Energy Implementation Plan. The plan promotes the development of solar power generation projects in the country. This aims to encourage the solar power generation as peak power generation model in West and other areas of China with good solar conditions.