Global Information
회사소개 | 문의 | 비교리스트

열병합발전(CHP) 및 연료전지(2016-2026년) : 성장 기회, 시장, 예측

CHP and Fuel Cells 2016-2026: Growth Opportunities, Markets and Forecast

리서치사 Greentech Media Inc.
발행일 2016년 05월 상품 코드 358075
페이지 정보 영문
가격
자세한 내용은 문의바랍니다.

열병합발전(CHP) 및 연료전지(2016-2026년) : 성장 기회, 시장, 예측 CHP and Fuel Cells 2016-2026: Growth Opportunities, Markets and Forecast
발행일 : 2016년 05월 페이지 정보 : 영문

열병합발전(CHP)) 및 연료전지는 대형 상업시설과 공업시설 뿐만 아니라 소규모 상업시설과 더 규모가 큰 그리드에도 효율적이고 디스패치 가능한 전원의 중요 소스를 제공합니다. 열병합발전(CHP)과 연료전지는 미국 전체 발전용량의 8%에 기여하고 있습니다.

미국의 열병합발전(CHP) 및 연료전지(Fuel Cells) 시장에 대해 조사했으며, 성장세를 보이는 애플리케이션 및 시장 분석, 주(州)별 상위 시장, 시장 장벽, 벤더 개요 및 예측, 새로운 환경 지령 등에 대해 전해드립니다.

제1장 서론

  • 연료 기반 분산형발전(DG) 기술
  • 코제너레이션
  • 열기관
  • 연료전지
  • 연료 기반 DG 옵션 비교

제2장 시장 개요

제3장 현재의 연료 기반 DG 시장

  • 전체적인 규모
  • 전개의 전형적인 규모
  • 사이트, 애플리케이션 선택의 중요성
  • 최종사용자의 도입 계기
  • 장려책의 역할
  • 주요 미국 시장과 애플리케이션

제4장 시장이 해결해야 할 과제

  • 상호접속 및 넷 미터링(Net Metering) 규격
  • 정합성 결여
  • 기본적인 비용, 요금, 경제학
  • 기본적인 비용이 계속해서 고객에게 부담
  • 경제학 전체에 영향을 미치는 공공요금 구조
  • 판매 사이클 역학

제5장 시장 기회

  • 서론
  • 양호한 가격 동향
  • 기술 및 연료 혁신에 의한 경제학 개선
  • 그리드 회복력, 마이크로그리드
  • 청정전력계획(CPP: Clean Power Plan)

제6장 벤더의 에코시스템

  • 장비 제조업체
  • 지역의 서비스 벤더
  • 벤처캐피털, 공공투자, M&A 활동

제7장 벤더 개요

  • CHP 제조업체 및 턴키(Turnkey) 방식 프로바이더
  • 연료전지 제조업체

제8장 시장 예측

  • 데이터
  • 시장 예측
  • 기본 사례 시나리오
  • 업사이드 시나리오

제9장 결론

도표

LSH 16.06.01

CHP and fuel cells provide an important source of efficient and dispatchable power not only for large commercial and industrial facilities, but also for smaller commercial facilities and the greater grid. They were responsible for 8% of all U.S. generation capacity in 2015.

CHP capacity alone represents more than 3 times the capacity that solar provides to the U.S., and its 83 GW dwarfs the 2 GW of installed microgrid capacity. Traditional heat engines have proven financial returns as a robust and efficient generation solution for over 50 years, while more innovative fuel cell solutions continue to improve project economics driven by $1.75 billion in investment since 2010.

Cumulative CHP Capacity Growth by Application Type in the U.S.

                     Source: GTM Research

Despite the significant adoption base and investment dollars, the market for fuel-based DG solutions has seemingly stagnated in the last decade. This new report challenges the continuation of this trend, exploring the applications and markets where CHP and fuel cells are showing growth, as well as the reasons why the market may be diverging. It identifies the top state markets, details existing hurdles, profiles the vendor landscape and provides a forecast through 2026. The report also details emerging environmental mandates like the clean power plan and the evolution of state incentives and standards, all of which have the potential to significantly reignite this market.

Vendor Profiles:

  • Aegis Energy Services
  • Bloom Energy
  • Doosan Fuel Cell America
  • ENER-G Rudox
  • Exelon/Constellation
  • Fuel Cell Energy
  • General Electric
  • IntelliGen Systems
  • MTU Onsite Energy
  • NRG dGen
  • Tecogen

SAMPLE FIGURES

Top Fuel Cell Applications in Major U.S. State Markets

                     Source: GTM Research

CHP and Fuel Cell Investment by Type

                     Source: GTM Research

Table of Contents

1. Introduction

  • Fuel-Based DG Technologies
  • Combined Heat and Power (Cogeneration)
  • Heat Engines
  • Fuel Cells
  • Comparing Fuel-Based DG Options

2. Market Overview

  • Fuel-Based DG Technologies
  • Combined Heat and Power (Cogeneration)
  • Heat Engines
  • Fuel Cells
  • Comparing Fuel-Based DG Options

3. The Fuel-Based DG Market Today

  • Overall Scale
  • Typical Magnitude of Deployment
  • Importance of Choosing Sites and Applications
  • End User Triggers for Adoption
  • Role of Incentives
  • Top US Markets and Applications

4. Market Challenges

  • Interconnection and Net Metering Standards
  • Lack of Consistency
  • Underlying Costs, Rates and Economics
  • Underlying Costs Continue to be a Burden on Customers
  • Utility Rate Structures Impact Overall Economics
  • Sales Cycle Dynamics

5. Market Opportunities

  • Introduction
  • Favorable Pricing Trends
  • Improved Economics through Technology and Fuel Innovation
  • Grid Resiliency and Microgrids
  • The Clean Power Plan

6. Vendor Ecosystem

  • Equipment Manufacturers
  • Regional Service Vendors
  • Venture Capital, Public Investment and M&A Activity

7. Vendor Profiles

  • CHP Manufacturers and Turnkey Providers
  • Fuel Cell Manufactures

8. Market Forecast

  • Inputs
  • Market Forecast
  • Base Case Scenario
  • Upside Scenario

9. Conclusion

List of Figures

1. Introduction

2. Market Overview

  • Components of a CHP System
  • Types of Heat Engines
  • Types of Fuel Cells, Power Range and Primary Applications
  • Stationary Use Fuel Cell Types
  • Stationary Use Fuel Cell Market Shares and Primary Vendors in the US
  • Cost and Features Comparison by Prime Mover

3. Fuel-Based DG Market Today

  • Three Historic Phases of CHP Growth
  • Cumulative CHP Capacity Growth by Application Type in the US
  • CHP Capacity Requirements Vary by Application and Prime Mover Type Examples
  • Market Installation Rates by CHP Type (2015)
  • Breakdown of Industrial CHP Deployments
  • Stationary Fuel Cell Installations in the US - by Site/Application (as of April 2015)
  • Economic Comparison between a Natural Gas Boiler vs. CHP system
  • CHP Incentive Mechanisms
  • Federal Incentive Tax Credit for CHP Systems
  • State Level Incentives - Portfolio Standards
  • Renewable and Alternative Energy Portfolio Standards by State
  • Energy Efficiency Standards by State
  • Incentive Levels for Eligible Technologies (2013 and 2015)
  • Levelized Cost Analysis for CHP Systems, by Type
  • California SGIP Funded Capacity (2001-2015)
  • Example of CHP Incentive Pay Out Schedule
  • Top 10 CHP Markets in the US
  • Top 5 Fuel Cell Markets in the US
  • Concentration of CHP Applications, by State
  • Top CHP Applications in Major US States
  • Top Fuel Cell Applications in Major US States
  • Share of CHP Deployments by Size, By Year
  • Share of CHP Installations is Growing for Non-Industrial Applications (2005-2015)
  • Share of CHP Capacity (New and Cumulative) from Non-Industrial Applications
  • Growth in CHP Deployments by Sector, Since 1980 (Growth multiple of 1980 Level)
  • Growth of CHP deployments by sector - Growth multiple (1980-2015)
  • Fuel Cell Capacity by Sector (2002-2015)
  • Stationary Fuel Cell Installations - Top 10 Sites by Cumulative Size

4. Market Challenges

  • Sizing CHP Systems to Achieve Maximum Efficiency
  • CHP Project Development Process
  • Detailed Utility CHP Interconnection Process
  • DG Project Installation Sequence from Utility Perspective
  • DG Interconnection Standards by State
  • Maximum System Size for a State Interconnection Standard
  • Fuel-Based DG Net Metering States
  • Net Metering System Size Limits (kW)
  • CHP System Implementation Cost Breakdown
  • CHP Adoption Hurdles
  • Oregon vs. Massachusetts - CHP Economics Inclusive of Utility Rate Structure
  • Overall Project Timelines, from Sales to Deployment

5. Market Opportunities

  • CHP as a Percentage of National Generating Capacity (G8 Countries)
  • Natural Gas Price Forecast
  • ISO-NE Example of Rising Peak-to-Average Demand
  • California Duck Curve
  • Evolution of Resilience Investments
  • CHP System Configuration for Critical Load Back-Up Capabilities
  • Cost and Benefit of Configuring a CHP System for Back-Up Capacity
  • Microgrids Efforts that Address Resiliency Needs
  • State Carbon Reduction Goals
  • Annual Energy Savings Comparison between 10MW CHP vs. 10MW Solar/Wind
  • Utility Measures that can Promote CHP Adoption

6. Vendor Ecosystem

  • CHP Implementation Options for End-User
  • Fuel-based DG Equipment Manufacturers
  • Stationary Fuel Cell Manufacturers and System Sizes
  • Regional DG Service Providers
  • CHP and Fuel Cell M&A Activity
  • M&A Activity in the Fuel-Based DG Space (2010-2016)
  • Total Funding by Fuel Cell and CHP Company
  • CHP and Fuel Cell Investment by Type
  • CHP and Fuel Cell Investment and Funding, 2010-2016

8. Market Forecast

  • Triggers for market adoption ups and downs since 1980
  • Fuel-Based DG Cumulative Capacity (MW) and CAGR
  • CHP and Fuel Cell Market Forecast (US)
  • Market Forecast: New Capacity Additions by Type (2015-2026)
  • Upside 10-Year Market Forecast for Fuel-Based DG Capacity

9. Conclusion

Back to Top
전화 문의
F A Q