주택용 DER(분산형 에너지 자원) 및 유연성 : 세계 시장에서 유연한 주택용 DER의 발전능력, 설치 비용 및 수익 예측(2023-2032년)

Flexibility needs on the power grid have traditionally been addressed by dispatchable fossil fuel power plants. However, as economies around the world look to cut emissions by installing more renewable energy capacity, new methods must be used to meet those flexibility needs. The number of residential distributed energy resources (DER) is increasing in every world region while the development of advanced software platforms has enabled new use cases for aggregated residential DER, beyond traditional demand response (DR), like virtual power plants (VPPs).

Outside of flexibility enabling technology advances, the market for flexibility from residential DER is being driven by opportunities for low cost grid resources and segment energy profile changes. Hindering further market growth are cybersecurity concerns, legacy customer attitudes towards energy providers, and antiquated energy sector regulations. Other remaining business issues include customer financial considerations for DER and limited customer education. Companies involved in residential DER and flexibility are diverse with some focusing on hardware, others on software, and several choosing to aggregate and operate VPPs. Technology vendors in the market are adapting their solution offerings to facilitate further market growth.

This Guidehouse Insights report examines the flexible residential DER market including retail and wholesale VPPs along with traditional DR. Regional level forecasts for capacity, implementation spending, and revenue are presented across five major geographic regions from 2023-2032 with capacity forecasts segmented by technology type. Total flexible residential DER capacity is projected to be largest in North American throughout most of the forecast period with Europe showing the largest total capacity by 2032. to deploy additional units as necessary in order to minimize initial upfront costs for a project.

This Guidehouse Insights Leaderboard examines the DAC offerings from 13 leading companies and measures them against one another to determine which are providing the most useful DAC solutions.

Top 10 Vendors

1. Climeworks

2. Carbon Engineering

3. Global Thermostat

4. Baker Hughes/Mosaic

5. CarbonCapture

6. Aircapture

7. Carbyon

8. Noya

9. Prometheus Fuels

10. Mission Zero

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Market Issues
• 1.3 Industry Value Chain
• 1.4 Market Forecasts

2. Market Issues

• 2.1 Introduction
• 2.2 Drivers
  • 2.2.1 Flexibility Enabling Technology Advances
    • 2.2.1.1 Case Study: Sense and OhmConnect
  • 2.2.2 Low Cost Grid Resource Opportunities
    • 2.2.2.1 Case Study: Green Mountain Power and Virtual Peaker
  • 2.2.3 New Residential Sector Energy Profiles
• 2.3 Barriers
  • 2.3.1 Cybersecurity, Customer Privacy, and Customer Perception of Utilities
  • 2.3.2 Antiquated Regulations and Mismatched Incentives
• 2.4 Other Business Issues
  • 2.4.1 Upfront Costs
  • 2.4.2 Flexibility Incentives and Revenue Streams
  • 2.4.3 Customer Outreach and Education
  • 2.4.4 Technical Ability of Residential DER

3. Industry Value Chain

• 3.1 Introduction
• 3.2 Pictorial Representation of the Value Chain
• 3.3 Competitive Landscape
  • 3.3.1 Mergers and Acquisitions
  • 3.3.2 Pricing
  • 3.3.3 Business Model Evolution

4. Market Forecasts

• 4.1 Forecast Introduction
• 4.2 Assumptions and Methodology
• 4.3 Global Residential DER Flexibility Market
• 4.4 Regional Forecasts
  • 4.4.1 North America
  • 4.4.2 Europe
  • 4.4.3 Asia Pacific
  • 4.4.4 Latin America
  • 4.4.5 Middle East & Africa

5. Conclusions and Recommendations

• 5.1 Conclusions
• 5.2 Three Big Takeaways
• 5.3 Recommendations
  • 5.3.1 DER Technology Vendors
  • 5.3.2 Utilities
  • 5.3.3 Regulators and Market Operators

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology and Notes