유럽, 중동 및 아프리카의 유틸리티 산업 분기별 업데이트(2024년 7월-9월)

This IDC Market Perspective provides an overview of the utilities industry in 3Q24, 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; 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
• Renewables
  • Hydrogen
• Business Environment, 3Q24
• Demand and Prices
  • Oil Prices
  • Electricity Prices
• Indicators of Renewable Performances on Financial Markets
  • Listed Utilities Performance
• M&As, Agreements, Reorganizations, and Major Business Developments, 3Q24
  • Iberdrola Acquires British Network Operator ENW
  • GIP, Stonepeak bid for Singapore Power's 40% Stake in Jemena
  • Centrica Acquires ENSEK and its Digital Platform, Ignition
  • Grid Orchestration Alliance Launched in North America
  • TSOs Build, Maintain, and Operate Extra HV Power Lines
  • Scatec Secures PPA for Egypt's First Hybrid Solar, Battery Project
  • EDF, Octopus Energy Launch Electrify Britain
  • Octopus Energy to Deliver 100,000 "Zero Bills" Homes
  • U.K.'s Last Coal Power Plant Shuts Down
• New Financing Deals, 3Q24
  • California Receives Federal Funds to Improve Power Grid
  • EIB Provides €450 Million to Prysmian
  • EIB, EU Fund Cabo Verde Energy System Modernization
  • Slovenia's Elektro Ljubljana Secures $55.3 Million for Distribution Grid Upgrades
  • CEFC Makes Loan Commitment to Intellihub for Smart Meters
  • SPEN Gets Funding for Three Critical Projects
• Major Renewables Infrastructure Projects, 3Q24
  • EDF Renewables, Repsol Sign an Agreement for Offshore Wind in Spain and Portugal
  • Orsted Launches Heavy-Lift Cargo Drone at Offshore Wind Farm
  • China's CRRC Reveals First Order for Floating Wind Turbine
  • Vestas Bags 134MW Turbine Order in Japan From Invenergy
  • Voltalia Wins Contract for a Solar Power Plant in Ireland
  • China Energy Engineering Signs Solar Deal With Saudi Partners
  • Botswana Signs Contract for 100MW Solar Plant
  • Hitachi Energy to Deliver Dead Tank Breaker to SGCC
• Major Green Hydrogen Projects, 3Q24
  • U.K.'s Wales & West Leads Green Hydrogen Development
  • BP Joins Consortium Developing Egypt Green Hydrogen Projects
• Boson Energy, Siemens Collaborate on Hydrogen for EV Charging
• Smart Meter and Smart Grid Initiatives, 3Q24
  • Croatia's HEP to Install Smart Meters
• Indian Smart Metering Contract for Communication Modules Awarded
• Polish Enea to Install 273,000 Smart Meters in 2025
• 500,000 Smart Meters for Kuwait's Phase 2 Rollout
• Mitsubishi Electric Delivers Head-End System to Taipower
• AES Ohio Set for Second Phase of Smart Grid Deployment
• Siemens Signs Deal to Modernize Nigerian Power Infrastructure
• Yorkshire Water Awards 1.3 Million Smart-Meter Rollout
• Australia's South East Water Deploys Smart Water Meters
• Genus Ships Smart Ultrasonic Water Meters to Australia
• LoRaWAN for Water Submetering in 27,000 Swedish Apartments
• Trilliant, Sense Partner on Edge Intelligence for AMI
• Major Flexibility, EV, and Battery Energy Storage Projects, 3Q24
  • ENGIE Starts Construction of Battery Parks in Belgium
  • Harmony Energy to Build BESS in France
  • Australian Datacenter Project Taps GE Vernova for BESS
• chargEV Unveils BESS for EV Charging Infrastructure
• Vattenfall InCharge Wins Tender in the Netherlands
• Siemens, E.ON Collaborate on Fast-Charging Systems
• EDF Trials Bidirectional Charging for Solar Panels in the U.K.
• Kaluza, Mitsubishi Corporation Launch JV in Japan
• Energy-Efficiency and Water Conservation Initiatives and Sustainability Projects (Including Smart Cities), 3Q24
  • Residential PG&E Customers to Access Electricity Usage Data from Apple Home App
• Customers Reduce Energy Use During Heat Wave
• British Gas, Mixergy "Pay Homeowners to Switch on"
• TRENDE Launches Commercial P2P Energy Trading Service
• Schneider Electric Launches AI-Powered HEM Feature
• Major IT Ecosystem Acquisitions and Agreements, 3Q24
  • Kraken Technologies Acquires Energetiq
• Kraken Technologies Opens Clean Tech Superhub
• Southern Company Services to Lead Digital Twin for Cyber-Resilience Project
• Accenture Acquires True North Solutions
• Accenture Acquires Boslan
• Cognizant Completes Acquisition of Belcan
• ENSEK Acquires Zoa to Expand Tech Offering to Utilities
• Siemens Xcelerator Partner Ecosystem Adds IFS
• Oracle, AWS Join for Strategic Partnership
• Beebop.ai Secures $5.5 Million for VPP Technology
• Geoelectric Map of U.S. to Protect Power Grid From Space Weather
• Banyan Software to Fund Solar Asset Mapper Project
• IT and OT Contract Wins, 3Q24
  • Capgemini Signs With TenneT for its Cloud Transformation
• Kraken Signs Champion Energy as First U.S. Client for its Customer Solution
• EWE, powercloud Extend Cooperation by Five Years
• Solstice Energy Expands Partnership With Gentrack
• E.ON Next Partners With Amber to Revolutionize Energy Consumption
• Essent uses the Eliq Energy Insights Platform
• Water Authority of Fiji Deploys Gentrack on AWS to Drive Business Transformation
• Yu Energy Extends Partnership With Gentrack
• IT Product Announcement, 3Q24
  • Emerson Updates Ovation Automation Platform
• Siemens' EnergyIP Renamed to Gridscale X Meter Data Management
• Utilities and GenAI, 3Q24
  • DEWA Adopts Microsoft Copilot
• Deloitte, AWS Work on GenAI, Quantum Computing
• Accenture Launches Custom LLM Models on Nvidia AI Foundry

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