분산형 에너지 자원(DER)의 유연성

Power grid flexibility has historically come from dispatchable fossil fuel power plants, but world economies in pursuit of climate goals require alternative technologies and methods to reduce emissions from power generation. Customers in all segments are installing distributed energy resources (DER). When aggregated and enrolled in flexibility programs like virtual power plants (VPPs) or traditional demand response (DR), they can be valuable sources of energy, capacity, and other grid services leading to a more cost-effective, cleaner, and resilient power grid.

Advances in energy hardware and software are market drivers that grid operators can leverage for DER flexibility. Among the barriers to more widespread adoption are antiquated wholesale electricity market regulations and utility revenue structures, along with a lack of customer outreach and education. The regulatory landscape where a grid is located heavily influences a grid operator's ability to use the various methods of achieving flexibility from DER, directly through the wholesale electricity markets, local flexibility markets, or distribution level programs.

This Guidehouse Insights report examines the flexible DER market including retail and wholesale VPPs and traditional DR programs. Regional level forecasts for capacity, implementation spending, and revenue are presented across five major geographic regions for the forecast period of 2024-2033. Capacity forecasts are segmented by technology type (VPP and DR) and customer segment (residential and commercial & industrial) while revenue forecasts are segmented by DER owner and the flexibility service provider.

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 Low Cost Grid Resource Opportunities
  • 2.2.2 Increased Customer Adoption of DER
  • 2.2.3 Flexibility-Enabling Technology Advances
• 2.3 Barriers
  • 2.3.1 Antiquated Regulations and Mismatched Incentives
  • 2.3.2 Customer Outreach and Education
• 2.4 Other Business Issues
  • 2.4.1 Upfront Costs of DER
  • 2.4.2 Customer Incentives for Providing Flexibility
• 2.5 Regulatory Overview

3. Industry Value Chain

• 3.1 Introduction
• 3.2 Competitive Landscape
  • 3.2.1 Merger and Acquisition Activities
• 3.3 DER Flexibility Procurement Methods
  • 3.3.1 Wholesale Market Participation
  • 3.3.2 Distribution Utility Programs and Bilateral Contracts
  • 3.3.3 Local Flexibility Markets
• 3.4 Value of DER Flexibility

4. Market Forecasts

• 4.1 Forecast Introduction
• 4.2 Assumptions and Methodology
• 4.3 Forecast Definitions
• 4.4 Global DER Flexibility Market
• 4.5 Regional Forecasts
  • 4.5.1 North America
  • 4.5.2 Europe
  • 4.5.3 Asia Pacific
  • 4.5.4 Latin America
  • 4.5.5 Middle East & Africa

5. Conclusions and Recommendations

• 5.1 Conclusions
• 5.2 Three Big Takeaways
• 5.3 Recommendations
  • 5.3.1 DER Aggregators
  • 5.3.2 Distribution Utilities and Grid Operators
  • 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, Sources and Methodology, Notes