세계의 전력 거래 플랫폼 시장 : 기술 개요, 세분화, 시장 성장 촉진요인 및 저해요인, 공급업체 현황, 성장 전망(-2032년)

This Guidehouse Insights report summarizes the functions of power trading platforms and segments the market by platform capabilities and the types of power markets in which the platforms are intended to operate. After analyzing the major issues driving and impeding the growth of this market, the report examines the current vendor landscape, provides growth forecasts for several regional power trading platforms markets, and evaluates potential new markets opening in Asia Pacific, Latin America, and the Middle East & Africa. The conclusion includes recommendations for software providers, platform vendors, traders, and policymakers to advance public policy, make more strategic investments, and optimize returns in this market.

Table of Contents

1. Executive Summary

• 1.1 Market Overview

2. Market Issues

• 2.1 Power Trading Platforms Market Overview
  • 2.1.1 Description of Power Trading Platforms
  • 2.1.2 Platform Architecture
    • 2.1.2.1 Facilitating Transactions
    • 2.1.2.2 Informing Trading Decisions
    • 2.1.2.3 Ensuring Timely Delivery
• 2.2 Market Segments Defined
  • 2.2.1 Intended Trading Market
    • 2.2.1.1 Day-Ahead/OTC Market Platforms
    • 2.2.1.2 Intraday/Real-Time Market Platforms
  • 2.2.2 Trading Platform Capabilities
    • 2.2.2.1 Trader-Enabled Platforms
    • 2.2.2.2 Automated/Algorithmic Platforms
• 2.3 Market Drivers & Barriers
  • 2.3.1 Market Liberalization
  • 2.3.2 Integration of Variable Renewable Generation
    • 2.3.2.1 Cost Reductions for PV- and Wind-Derived Power
    • 2.3.2.2 Development of Intraday/Real-Time Markets
    • 2.3.2.3 Arbitrage Opportunities and Speculative Trading
  • 2.3.3 Growing Complexity
    • 2.3.3.1 Adoption of Automated and Algorithmic Trading
    • 2.3.3.2 Advances in Machine Learning and AI-Driven Trading Algorithms

3. Vendor Lanscape

• 3.1 Platform Vendors Are Actively Pursuing Collaborations
  • 3.1.1 Vendor Collaborations Grow in Number and Scope
  • 3.1.2 Vendor Collaborations Speed Innovation and Drive Growth

4. Market Forecasts

• 4.1 Methodology
• 4.2 Market Forecast Overview
• 4.3 Regional Market Forecasts
  • 4.3.1 North America
    • 4.3.1.1 United States
    • 4.3.1.1.1 Market Liberalization Differs by Region and Even by State
    • 4.3.1.1.2 FERC Order 2222 Opens Wholesale Markets to Aggregated DER and DR Resources
    • 4.3.1.2 Canada
    • 4.3.1.2.1 Limited Deregulation Is Unlikely to Drive Substantial Demand
  • 4.3.2 Europe
    • 4.3.2.1 European Energy Crisis
    • 4.3.2.2 Pan-European Intraday Exchange
  • 4.3.3 Asia Pacific
    • 4.3.3.1 China
    • 4.3.3.1.1 New Southern Regional Power Market
    • 4.3.3.1.2 Expanded Time-of-Use Rates
    • 4.3.3.1.3 New Green Power Trading Opened to Foreign Investors
    • 4.3.3.2 India
    • 4.3.3.2.1 Reduced Dependence on Long-Term Power Purchase Agreements
    • 4.3.3.3 Japan
    • 4.3.3.4 Australia
  • 4.3.4 Latin America (Chile)
    • 4.3.4.1 Chile
    • 4.3.4.1.1 Currency Devaluation Threatens Price Supports
    • 4.3.4.2 Mexico
    • 4.3.4.2.1 Attempts to Reverse Wholesale Market Deregulation Are Thwarted
    • 4.3.4.2.2 Growing Energy Nationalism Likely to Spook Foreign Investors and Power Traders
    • 4.3.4.3 Argentina
    • 4.3.4.4 Brazil
    • 4.3.4.5 Colombia
    • 4.3.3.2.1 New Clean Energy Roadmap Could Speed Market Liberalization
  • 4.3.5 Middle East & Africa
    • 4.3.5.1 Gulf Cooperation Council
    • 4.3.5.1.1 Oman
    • 4.3.5.1.2 Saudi Arabia
    • 4.3.5.1.3 Liberalization Is Unlikely, Despite Signals

5. Conclusions and Recommendations

• 5.1 Growth in the Power Trading Platforms Market Will be Limited to Certain Regions
• 5.2 Recommendations
  • 5.2.1 Power Trading Platform Vendors and OEMs Should Seek Collaborations with Other Vendors and Established ETRM Providers
  • 5.2.2 Vendors and OEMs Should Develop Automated/Algorithmic Trading and Other Services Tailored to Intraday/Real-Time Trading
  • 5.2.3 Software Providers and Platform Vendors Should Capitalize on the Growing Complexity of Bulk Power Trading
  • 5.2.4 Vendors and Software Providers Should Simplify Trading Functions for New Market Players
  • 5.2.5 Owners of Renewable Energy Assets and Other DER Should Partner with Platform Vendors and Software Developers
  • 5.2.6 Traders and Vendors Should Be Early Entrants in Some Emerging Markets while Avoiding Others

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology & Notes