美国可再生能源行业市场前景及投资研究报告-培训课件外文版2024.5风电光伏核电储能

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TRENDSRenewableenergyintheUnitedStatesCHAPTER

01OverviewEnergyconsumptionfromfossilfuelsandrenewablesintheUnitedStatesfrom2000to2022(inquadrillionBritishthermalunits)FossilfuelandrenewableenergyconsumptionintheU.S.2000-2022Total*Fossilfuels**Renewables**1201008060402002000

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20223Description:FossilfuelconsumptionintheUnitedStatesamountedto79.05quadrillionBritishthermalunitsin2022,upfromsome77.43quadrillionBritishthermalunitsinthepreviousyear.Renewablesconsumptionalsoslightlyincreased,reaching13.18quadrillionBritishthermalunitsthatyear.ReadmoreNote(s):UnitedStates;2000to2022;*Includesnuclearenergy,coalcokenetimports,andelectricitynetimports,notshownseparately.**Fossilfueldataincludesnon-combustibleuseoffossilfuels.Forrenewables,mostdataareestimates.[...]

ReadmoreSource(s):EIANetgenerationofrenewableelectricityintheUnitedStatesfrom2005to2022,bysource(interawatthours)RenewableenergyproductionintheU.S.2005-2022,bysourceWindConventionalhydroSolar*Wood*Waste*Geothermal1,0009008007006005004003002001000200520102011201220132014201520162017201820192020202120224Description:Since2019,windhasbeenthemajorrenewablesourceintheUnitedStates,basedonnetelectricitygeneration.In2022,electricitygenerationfromwindamountedtonearly435terawatthours.Bycomparison,electricitygenerationfromsolarphotovoltaicstoodat146terawatthours.ReadmoreNote(s):UnitedStates;2005to2022;*Woodincludeswoodandwood-derivedfuels.Wasteincludesmunicipalsolidwastefrombiogenicsources,landfillgas,sludgewaste,agriculturalbyproducts,andotherbiomass.Solar/PVincludessolar[...]

ReadmoreSource(s):EIAValueofinvestmentsinrenewableenergyintheUnitedStatesfrom2013to2022(inbillionU.S.dollars)RenewableenergyinvestmentsintheU.S.2013-202270605062.356.85549.546.446.141.640302010037.430.829.120132014201520162017201820192020202120225Description:InvestmentintorenewableenergytechnologieshasgrownsignificantlyintheUnitedStatesoverthelastdecades.In2022,investmentsreached49.5billionU.S.dollars,incomparisonto29.1billionU.S.dollarsin2013.TheUnitedStates`renewablemarkethasbenefittedfromgreenstimulusprogramsanduncertaintiesinrenewabletaxcredits.TheUnitedStateshasalsobeenamajormarketintermsofventurecapitalandprivateequityfundingforgreentechnologycompanies.TheUnited[...]

ReadmoreNote(s):UnitedStates;2013to2022;ExcludiglargehydropowerSource(s):BloombergNEF;REN21CapacityofleadingcorporaterenewableenergydealsintheUnitedStatesin2022(ingigawatts)CapacityofU.S.companies'renewableenergydeals2022DealsingigawattsSolar

Wind0123456789AmazonMetaGoogleLLCFordMotorMcDonald'sGeneralMotorsStellantisIneosComcastBASF*6Description:In2022,Amazonmadeadealtopurchasesome8.4gigawattsofrenewableenergy,ofwhich,roughly7.1gigawattswerefromsolarpowerandroughly1.3gigawattswerefromwindpower.Bycomparison,Metamadeadealtopurchase2.3gigawattsofrenewableenergy,whileGooglepurchased1.2gigawatts.Overall,solarpowerhadbyfarmoredealsthanwindenergy.

ReadmoreNote(s):UnitedStates;2022;largestcorporateofftakers;*Estimatedbreakdown.ReadmoreSource(s):BCSE;BloombergNEFCHAPTER

02RenewableenergycapacityCumulativeinstalledwindpowercapacityintheUnitedStatesfrom2000to2022(ingigawatts)WindenergycumulativecapacityintheUnitedStates2000-20221601401201008060402002000

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20228Description:In2022,cumulativeinstalledwindpowercapacityintheUnitedStateswasaround144.2gigawatts.Windenergypenetrationthatyearwasaround11percentintheUnitedStates.ReadmoreNote(s):UnitedStates;2000to2022Source(s):AmericanCleanPowerAssociation;USDepartmentofEnergyCapacityadditionsofwindenergyintheU.S.from2010to2021(ingigawatts)U.S.windpowercapacityadditions2010-202120181617.213.313.414121089.18.68.27.676.665.24.9421.102010201120122013201420152016201720182019202020219Description:In2021,U.S.windpowercapacityadditionsreachedapproximately13.4gigawatts,adecreasefromthepreviousyear,whichregisteredthehighestvalueat17.2gigawatts.TheshareofrenewableenergysourcesintheU.S.hasseenanincreaseinthelastyears.In2021,renewablesaccountedforalmost21percentofthecountry'selectricitygeneration.ReadmoreNote(s):UnitedStates;2010to2021Source(s):USDepartmentofEnergyCumulativesolarenergycapacityintheUnitedStatesfrom2012to2022(inmegawatts)CumulativesolarenergycapacityintheUnitedStates2012-2022120,000100,00080,00060,00040,000113,01595,39176,44161,58751,98743,77035,434201624,23718,112201420,000012,32620138,6132012201520172018201920202021202210Description:Solarenergycapacity,whichincludesbothsolarphotovoltaic(PV)andconcentratedsolarpower(CSP)technologies,hasseenuninterruptedgrowthintheUnitedStatesintheperiodofconsideration.In2022,U.S.solarenergycapacityamountedtoaround113gigawatts,anincreasewhencomparedtothepreviousyear,whereinthevaluewasaround95.4gigawatts.ReadmoreNote(s):UnitedStates;2012to2022;FiguresincludebothsolarPVandconcentratedsolarpowercapacitySource(s):IRENAAnnualnewinstallationsofsolarenergycapacityintheUnitedStatesfrom2005to2022(inmegawatts)SolarpowercapacityadditionsintheU.S.2005-202225,00020,00015,00010,00023,60020,20019,20015,12813,30010,608

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2022*11Description:In2022,thenewsolarphotovoltaiccapacityinstallationsintheUnitedStatesreachedapproximately20.23.6gigawatts.Thatyear,solarhadthelargestshareofnewelectricity-generatingcapacityinthecountry.ReadmoreNote(s):UnitedStates;2005to2022;*Figurewasrounded.Figureswerecompiledfromseveraleditionsoftheannualreport.ReadmoreSource(s):SEIAHydropowercapacityintheUnitedStatesfrom2012to2022(inmegawatts)U.S.hydropowercapacity2012-2022120,000100,00080,00060,00040,00020,00002012201320142015201620172018201920202021202212Description:TheU.S.capacityofhydroelectricityhasincreasedtoapeakof103.14gigawattsin2022,anincreasecomparedtothepreviousyear.TheUnitedStatesgeneratedsome260terawatthoursofhydroelectricityin2021.

ReadmoreNote(s):UnitedStates;2012to2022Source(s):IRENASolidbiomassandrenewablewasteenergycapacityintheU.S.from2009to2022(inmegawatts)CapacityofbiomassandrenewablewasteenergyintheU.S.2009-202212,00010,48210,41110,29410,0659,8899,9029,6909,64210,0008,0006,0004,0002,00009,2299,2059,0158,4718,5198,3782009201020112012201320142015201620172018201920202021202213Description:In2022,theU.S.hadacapacityofaround9.2gigawattsofenergyderivedfromsolidbiomassandrenewablewaste.Thiswasaslightincreasefromthepreviousyear.Bioenergyisenergyderivedfrombiologicalmaterialswhicharecharacterizedasorganicmaterialswithstoredchemicalenergylikewoodandmanure.ReadmoreNote(s):UnitedStates;2009to2022Source(s):IRENACHAPTER

03RenewableenergygenerationRenewableelectricitygenerationintheUnitedStatesfrom2007to2022(interawatthours)RenewablepowergenerationintheUnitedStates2007-20221,000900912.87815.28783800728.66706.83686.58700609.44600544.24538.59522.09513.35494.57500427.37417.73380.924003002001000352.75200720082009201020112012201320142015201620172018201920202021202215Description:In2022,approximately912.8terawatthoursofpowerderivedfromrenewablesourcesweregeneratedintheUnitedStates.Thisfigurerepresentsagrowthofroughly12percentincomparisontothepreviousyearandthepeakinrenewableelectricitygenerationintheperiodofconsideration.ReadmoreNote(s):UnitedStates;2007to2022Source(s):EIA;NetelectricitygenerationfromwindintheUnitedStatesfrom2000to2022(interawatthours)WindpowergenerationintheU.S.2000-20225004504003503002502001501005002000

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202216Description:In2022,around434.8terawatthoursofwindelectricityweregeneratedintheUnitedStates.WindhasadvancedtobecomethemainsourceofrenewablepowergenerationintheU.S.,aheadofconventionalhydropower.

ReadmoreNote(s):UnitedStates;2000to2022Source(s):EIASolarpowernetgenerationintheUnitedStatesfrom2000to2022(ingigawatthours)SolarpowergenerationintheU.S.2000-2022160,000140,000120,000100,00080,00060,00040,00020,00002000

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202217Description:In2022,netsolarpowergenerationintheUnitedStatesreacheditshighestpointyetat145.6terawatthoursofsolarthermalandphotovoltaic(PV)power.Solarpowergenerationhasincreaseddrasticallyoverthepasttwodecades,especiallysince2011,whenithoveredjustbelowtwoterawatthours.ReadmoreNote(s):UnitedStates;2000to2022;Includingsolarthermalandphotovoltaic(PV)generationSource(s):EIANetgenerationofconventionalhydroelectricpowerintheUnitedStatesfrom2000to2022(interawatthours)HydroelectricpowergenerationintheU.S.20223503002502001501005002000

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202218/statistics/183461/generation-of-energy-from-hydropower-sources-in-the-us-since-2000TheUnitedStatesgeneratedaround262terawatthoursofconventionalhydroelectricpowerin2022,upbyroughlyfourpercentfromthepreviousyear.Intheperiodofconsideration,figuresfluctuated,peakingat319.4terawatthoursin2011.

ReadmoreNote(s):UnitedStates;2000to2022Source(s):EIAElectricitygenerationfrombiomassintheUnitedStatesfrom2000to2022,bysource(inbillionkilowatthours)U.S.biomassgenerationbysource2000-2022Woodandwood-derivedfuelsWaste7060504030201002000

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202219Description:In2022,theUnitedStatesgeneratedapproximately36.6billionkilowatthoursofelectricityfromwood.Thegenerationdecreasebetween2000and2001reflectsaclassificationchange.Beginningwith2001data,non-biogenicmunicipalsolidwasteandtire-derivedfuelswerere-classifiedasnon-renewableenergysources.ReadmoreNote(s):UnitedStates;2000to2022Source(s):EIAGeothermalnetelectricitygenerationintheUnitedStatesfrom2005to2022(interawatthours)GeothermalpowergenerationintheU.S.2005-202218161715.8815.9215.8315.9315.9715.8915.9815.7815.5615.4715.3215.2215.0114.8414.6914.6414.571412108642020052006200720082009201020112012201320142015201620172018201920202021202220Description:In2022,approximately17terawatthoursofgeothermalelectricityweregeneratedintheUnitedStates.Thiswasanincreaseofroughlyoneterawattfromthepreviousyearandthehighestfigurerecordedinthedisplayedperiod.

ReadmoreNote(s):UnitedStates;2005to2022Source(s):EIACHAPTER

04RenewableenergyconsumptionRenewableenergyproductionandconsumptionintheUnitedStatesfrom1975to2022(intrillionBritishthermalunits)RenewableenergyproductionandconsumptionintheU.S.1975-2022TotalproductionTotalconsumption16,00014,00012,00010,0008,0006,0004,0002,00001975

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202222Description:RenewableenergyproductionintheUnitedStatesreachedanall-timehighof13,405trillionBritishthermalunitsin2022.Consumptionfollowedcloselybehindat13,177trillionBritishthermalunits.ReadmoreNote(s):UnitedStates;1975to2022;Productionincludeshydroelectricpower,geothermal,solar,wind,andbiomassSource(s):EIAProjectedrenewableenergyconsumptionintheUnitedStatesin2022withaforecastto2050(inquadrillionBritishthermalunits)U.S.renewableenergyconsumptionforecast2022-20503530.513025201510528.4126.9325.3322.215.5512.812022020252030203520402045205023Description:By2050,approximately21.7quadrillionBritishthermalunitsofrenewableenergyareexpectedtobeconsumedintheUnitedStates,morethandoubletheestimatedrenewableenergyconsumedinthecountryin2022.RenewablesaccountedforthelargestshareofpowercapacityadditionsintheU.S.inrecentyears.ReadmoreNote(s):UnitedStates;2022;MarketedrenewableenergySource(s):EIAWindenergyconsumptionintheUnitedStatesfrom2006to2022(intrillionBritishthermalunits)WindenergyconsumptionintheU.S.2006-20224,5004,0003,5003,0002,5002,0001,5003,8453,3452,9632,6332,4812,3422,0951,7761,7271,60120131,34020121,1689231,000500072154634126420062007200820092010201120142015201620172018201920202021202224Description:In2022,roughly3,845trillionBritishthermalunitsofenergyderivedfromwindwereconsumedintheUnitedStates,upfrom3,345trillionBritishthermalunitsconsumedinthepreviousyear.Intheperiodunderconsideration,windenergyconsumptionpresentedatrendofgrowth.ReadmoreNote(s):UnitedStates;2006to2022Source(s):EIAPrimaryconsumptionofsolarenergyintheUnitedStatesfrom2006to2022(intrillionBritishthermalunits)SolarthermalandPVenergyconsumptionintheU.S.2006-20222,0001,8001,6001,4001,2001,0008001,8701,5201,2111,016915777570600427337400225159200011291667478612006200720082009201020112012201320142015201620172018201920202021202225/statistics/197254/consumption-of-solar-thermal-and-pv-energy-in-the-us-since-2006TheUnitedStatesconsumedover1.8quadrillionBritishthermalunitsofsolarthermalandphotovoltaicenergyin2022.Thiswasthehighestamountconsumedyetandanincreaseofover300trillionBritishthermalunitscomparedtothepreviousyear.ReadmoreNote(s):UnitedStates;2006to2022Source(s):EIAConsumptionofhydroelectricpowerintheUnitedStatesfrom2006and2022(intrillionBritishthermalunits)HydropowerconsumptionintheU.S.2006-20223,5003,1033,0002,5002,0001,5001,0005002,8692,7652,6692,6612,6292,5622,5622,5392,5112,5012,4662,4712,4462,3202,3172,22502006200720082009201020112012201320142015201620172018201920202021202226/statistics/197250/conventional-hydroelectric-power-consumption-the-us-since-2006TheUnitedStatesconsumedaround2.3quadrillionBritishthermalunitsworthofhydropowerin2022.Hydropowerconsumptionincreasedin2023comparedtothepreviousyear,whereinthevaluewasaround2.2quadrillionBritishthermalunits.

ReadmoreNote(s):UnitedStates;2006to2022Source(s):EIABiomassenergyconsumptionintheUnitedStatesfrom2006to2022(intrillionBritishthermalunits)BiomassenergyconsumptionintheU.S.2006-20226,0005,0005,1055,0635,0455,0565,0165,0154,9304,8614,8454,6164,6404,5064,5173,9403,8514,0003,0002,0001,00003,4853,2622006200720082009201020112012201320142015201620172018201920202021202227Description:In2022,around4,930trillionBritishthermalunitsofenergyderivedfrombiomasswereconsumedintheUnitedStates.Intheperiodofconsideration,figurespresentedatrendofgrowth,despitesomefluctuation,peakingat5,105trillionBritishthermalunitsin2018.ReadmoreNote(s):UnitedStates;2006to2022Source(s):EIAPrimaryconsumptionofgeothermalenergyintheUnitedStatesfrom2006to2022(intrillionBritishthermalunits)GeothermalenergyconsumptionintheU.S.2006-20222502142142142122122122102102092082052032002011922001501005018618102006200720082009201020112012201320142015201620172018201920202021202228Description:In2022,214trillionBritishthermalunitsofrenewableenergyderivedfromgeothermalsourceswereconsumedintheUnitedStates.In2021,theU.S.hadadded25megawattsingeothermalcapacity.

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05CompaniesRevenueofGeneralElectricenergysegmentsfrom2017to2022,bysegment(inmillionU.S.dollars)GeneralElectricrevenuefromenergysegments2017-2022,bysegmentPowerRenewableenergy25,00022,15020,00015,00010,0005,000018,62518,62517,58916,90316,26215,66615,69715,33714,32114,28812,97720172018201920202021202230Description:In2022,theGeneralElectricrenewableenergysegmentgeneratedarevenueofsome13billionU.S.dollars.SomeofthemajorproductsfromGE'senergymanagementsegmentincludeelectricaldistributionandcontrolproducts,lightingandpowerpanels,andgridmodernizationservices.ReadmoreNote(s):Worldwide;2017to2022Source(s):GeneralElectricOperatingrevenueofNextEraEnergyfromfinancialyear2006to2022(inbillionU.S.dollars)NextEraEnergy'srevenueFY2006-20222520.9619.2201817.4917.1717.0717.0216.7316.4116.1415.7115.6415.2615.3215.3415.1414.261510502006200720082009201020112012201320142015201620172018201920202021202231Description:NextEraEnergygeneratedarevenueofalmost21billionU.S.dollarsin2022.Thiswasanincreaseofroughly23percentincomparisontothepreviousyear.NextEraisaFlorida-basedutilitycompanycomprisedofmultiplesubsidiaries,includingFloridaPower&Light.ItisthelargestelectricutilityintheUnitedStates,basedonmarketvalue.ReadmoreNote(s):Worldwide;FY2006toFY2022Source(s):NextEraEnergyOperatingrevenueofBerkshireHathawayEnergyfromfinancialyear2010to2022(inmillionU.S.dollars)BerkshireHathawayEnergy'sglobaloperatingrevenueFY2010-202230,00025,00026,33725,15020,95219,78719,84420,00018,61417,88017,32617,42215,00012,63511,54811,12711,17310,0005,0000201020112012201320142015201620172018201920202021202232Description:Inthefinancialyear2022,BerkshireHathawayEnergygeneratedabout26.3billionU.S.dollarsinrevenue.TheIowa-basedcompanyalsoholdspowerdistributioncompaniesintheUnitedKingdomandCanada.

ReadmoreNote(s):Worldwide;FY2010toFY2022Source(s):BerkshireHathawayEnergyNetsalesofFirstSolar,Inc.fromfinancialyear2007to2022(inmillionU.S.dollars)FirstSolar'snetsalesFY2007-20224,5004,0003,5003,0002,5004,1133,3913,3543,3093,0632,9412,9232,9052,7792