유럽, 중동 및 아프리카의 유틸리티 산업 분기별 업데이트 : 2023년 10월-12월

This IDC Market Perspective provides an overview of the utilities industry in 4Q23, covering M&As, agreements, reorganizations, and major business developments; new financing deals; major renewables infrastructure projects; major green hydrogen projects; smart metering and smart grid initiatives; microgrid agreements; energy-efficiency initiatives; major flexibility, EV, and battery energy storage projects; IT ecosystem major acquisitions and agreements; major IT and OT contract wins; IT product announcements; utilities; and GenAI."Unpredictability has become the name of the game among utilities, and the events of the past two years have been game-changers. While more immediate matters such as supply security, demand efficiency, and tariff impacts on energy consumers are drawing attention from long-term initiatives, contingent factors such as extreme drought and catastrophic weather events are vivid reminders that climate is a non-linear process that must be addressed with extreme urgency. Utilities will continue to prioritize their net-zero journeys and sustainability efforts, with affordability being of paramount importance," said Gaia Gallotti, associate research director, IDC Energy Insights.

Executive Snapshot

New Market Developments and Dynamics

• Situation Overview
  • Clean Energy and Sustainability
    • Hydrogen
    • Energy Efficiency
  • Business Environment, 4Q23
  • Demand and Prices
    • Oil Prices
  • Electricity Prices
  • Indicators of Renewable Performances on Financial Markets
    • Listed Utilities Performance
• Utilities and GenAI

New Market Developments and Dynamics

• M&As, Agreements, Reorganizations, and Major Business Developments, 4Q23
  • Octopus Energy Completes Purchase of Shell Energy Retail in the U.K. and Germany
  • U.K.'s Octopus Energy Launches $3.7 Billion Offshore Wind Fund With Tokyo Gas
  • Galicia Launches Clean Power Utility
  • Iberdrola's New York Utilities Win Approval for Reliable Energy Plan
  • ENGIE Reaches Deal on Extension of Tihange 3, Doel 4 Nuclear Reactors
• New Financing Deals, 4Q23
  • Greece's HEDNO to Deploy 3.1 Million Smart Meters
  • EU to Boost Gabreta Smart Grids Project With $107.6 Million
  • EBRD Lends $87.5 Million to Delgaz Grid in Romania
• Major Renewables Infrastructure Projects, 4Q23
  • South America's Floating Solar Farm Launched in Colombia
  • Washington Utility PSE to Build 248MW Wind Farm in Montana
  • Octopus Energy to Build Sierra Leone's First Wind Farm With Sherbro Alliance Partners
  • Ilmatar to Build 186MW Onshore Wind in Finland
  • Suzlon Wins 100.8MW Wind Turbine Order in Gujarat in India
  • Statkraft Starts Building 42.2MW Solar Farm in Southern Spain
  • Neoen Starts Construction of Solar Farm in Australia
  • Taesa Chooses Hitachi Energy for High-Voltage Direct Current Transmission System
  • CPC Finland Selects Hitachi Energy's Technology for Finland's Solar PV Power Plant
• Major Green Hydrogen Projects, 4Q23
  • Canadian Firm to Build $2.9 Billion Green Hydrogen Project in Quebec
  • ACWA Power Signs Deal for $1 Billion Green Hydrogen Project in Indonesia
  • Australia Funds New Hydrogen Hub Project at Port Bonython
  • EDF Renewables UK, Hynamics Get Funding for Green Hydrogen Project
• Smart Meter and Smart Grid Initiatives, 4Q23
  • Puerto Rico's 1.5 Million Smart Meter Replacement Gets Go-Ahead
  • Serbian DSO Selects Suppliers for 470,000 Smart Meters
  • 373,000 Smart Meter Program Launched by Snohomish PUD in the U.S.
  • EMASESA to Deploy 77,300 Smart Water Meters in Seville
  • New Jersey's TWW Launches Smart Water Meters Program
  • Smart Water Metering Pilots in Western Australia
  • German TSOs to Cooperate on Four Grid Expansion Projects
  • National Grid Refurbishes 170km of U.K. Transmission Network
  • UK Power Networks Invest $7.6 Million in Substation Communications
  • Enel Unveils Plan for Grid Investment
  • Italgas, Tokyo Gas Network Agree to Develop Future Gas Distribution Networks
  • Aspern Smart City Grid to Be Modelled With Digital Twin
• Microgrid Initiatives and Agreements, 4Q23
  • Canadian Government Invests in First Nation Microgrid Project
  • Cuyahoga County to Launch Nation's First Microgrid Utility
  • Reon Energy to Build Microgrid for Arabian Yemen Cement
• Major Flexibility, EV, and Battery Energy Storage Projects, 4Q23
  • Quebec City Chooses Hitachi Energy for Centralized EV Bus Charging System
  • Italy Selects Hitachi Energy to Deploy Ultrafast*Charging eMobility Solution
  • Turkey Chooses Siemens for 200 EV Fast Chargers and Digital Services
  • Ford Buys EV Energy Company AMP to Improve Charging and Battery Management
  • Spain's Naturgy to Study Reusing Old EV Batteries for Stationary BESS
  • Kaluza, OVO Energy Tap Volvo for Vehicle to Everything Tech
  • SDG&E, Toyota to Collaborate on Vehicle to Grid Technology
  • GreenV Makes Electric Vehicle Chargers Smart With IoT Technology
  • Honeywell to Provide U.S. Virgin Islands With BESS
• Major IT Ecosystem Acquisitions and Agreements, 4Q23
  • Uplight to Acquire DERMS Provider AutoGrid
  • Cognizant Buying Thirdera in Move to Build ServiceNow Business
  • Vector, AWS Extend Renewable Energy Data Platform Partnership
  • Siemens Acquires BuntPlanet to Strengthen AI Portfolio in the Water Sector
  • Siemens, ServiceNow Enable Cloud-Based Management of OT Assets
  • Itron Joins the Green Button Alliance to Help Green Button Standard
  • Goodwill Launches Major Green Jobs Program in Partnership With Accenture
  • Subeca Launches Amazon Sidewalk-Based Solution for Water Metering
• IT and OT Contract Wins, 4Q23
  • National Grid UK to Develop Digital Twin for Regional Energy Planning
  • UK Power Networks' Smart Metering Data Moved to Microsoft Azure Cloud Storage
  • OVO Completes Migration of SSE Customers
  • Varberg Energi Selects Hansen to Power Intraday Trading
  • Nordic Energy Retailer Goes Live With Hansen CIS in Sweden
  • Genesis Selects Gentrack g2.0 for New Customer Experience
  • Tokyo Gas Licenses Kraken to Digitalize Operations
  • TAQA Selects Kraken Technology's Platform for Pilot Project
  • GE Vernova Awarded Service Agreement for New CCPP in Senegal
  • Alectra to Deploy Itron's Distributed Intelligence Technology
  • Italgas Monitors 8 Million Smart Meters With New Assurance Solution
• IT Product Announcement, 4Q23
  • OpenADR 3.0 Launched for Distributed Energy Resource Management
• Utilities and GenAI, 4Q23
  • E.ON Launches GenAI Assistant
  • Microsoft Launches Security Copilot Early Access Program
  • Microsoft Launches Two New Copilots for Service, Sales
  • IBM Continues AI Push With $500 Million Enterprise AI Venture Fund
  • Accenture Collaborates With SAP to Help Organizations Adopt GenAI
  • Deloitte, ServiceNow Extend Partnership With GenAI Integration
  • CGI, Google to Drive Innovation in the Responsible Use of GenAI
  • Siemens, Microsoft Partner to Drive Cross-Industry AI Adoption
  • Schneider Electric Drives GenAI by Integrating Microsoft Azure OpenAI
  • C3 AI Expands Strategic Collaboration Agreement With AWS

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