美国风电行业市场前景及投资研究报告-外文版培训课件2024.8光伏储能

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TRENDSWindenergyintheU.S.CHAPTER

01OverviewCumulativeinstalledwindpowercapacityworldwidefrom2001to2023(ingigawatts)Globalcumulativeinstalledwindpowercapacity2001-20231,2001,00080060040020002001

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20233Description:Thecumulativecapacityofinstalledwindpowerworldwideamountedtoapproximately1,021gigawattsin2023.Onshorewindpoweraccountedforthemajorityoftotalwindpowercapacity,atabout946gigawattsthatyear.

ReadmoreNote(s):Worldwide;2001to2023;onshoreandoffshoreSource(s):GWECCumulativeinstalledcapacityofwindpowerworldwidein2023,bycountry(inmegawatts)Globalcumulativeinstalledcapacityofwindpower2023,bycountryCumulativeinstalledcapacityinmegawatts150,000

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300,000050,000100,000350,000400,000450,000500,000474,600ChinaUnitedStatesGermanyIndia150,45569,47544,736Spain30,74830,03628,58023,474UnitedKingdomBrazilFranceCanada16,98616,251SwedenRestoftheworld165,7374Description:Chinaisbyfarthelargestinstallerofwindpowercapacityintheworld,morethandoublingthesecond-rankedUnitedStates.Asofendof2023,Chinahadcumulativelyinstalledover464gigawattsofwindenergy,incomparisonto150gigawattsofwindenergyinstalledintheUnitedStates.Worldwide,cumulativecapacityofinstalledwindenergyreachedoveroneterawattin2023,agenerousincreaseoverthelastdecades.Thepotentialofwindenergyaroundtheworldisimmense,and[...]

ReadmoreNote(s):Worldwide;2022Source(s):WWEAAnnualwindpowercapacityinstallationsworldwidefrom1998to2023(inmegawatts)Windenergycapacityworldwide1998-2023140,000120,000100,00080,00060,00040,00020,00001998

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20235/statistics/268385/global-new-installed-wind-power-capacityIn2023,newlyinstalledwindpowercapacityamountedtoapproximately116.6gigawattsworldwide.Onshorewindenergystillmakesupthelargestshareofwindcapacity,howeveroffshorefarmshaveseenagreatergrowthrateinrecentyears.

ReadmoreNote(s):Worldwide;1998to2023Source(s):GWECLeadingcountriesinnewinstalledwindpowercapacityin2023(inmegawatts)Globalnewlyinstalledwindpowercapacitybyselectcountry2023Newinstalledcapacityinmegawatts30,000

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50,000010,00020,00060,00070,00080,00090,000ChinaUnitedStatesBrazil76,6606,4024,8173,8242,806GermanyIndiaNetherlandsSweden2,4571,9731,7601,7201,383FranceCanadaUnitedKingdom6Description:Chinaaddedapproximately76.7gigawattsofwindpowercapacityin2023.Thecumulativecapacityofinstalledwindpowerworldwidesurpassedoneterawattin2023.ReadmoreNote(s):Worldwide;2023Source(s):GWECLeadingcountriesbywindenergyconsumptionworldwidein2023Globalshareofwindenergyconsumption2023,bycountryShareofconsumption0%5%10%15%20%25%30%35%40%45%ChinaUnitedStatesGermanyIndia38.1%18.5%6.1%3.5%3.5%2.8%2.2%1.7%UnitedKingdomSpainFranceCanadaSweden1.5%1.5%1.4%1.2%TurkeyAustraliaNetherlands7Description:In2023,Chinawastheleadingcountryintheworldbasedonwindenergyconsumption,withaglobalconsumptionshareof38.1percent.Meanwhile,theUnitedStatesaccountedforapproximately18.5percentoftheworld'swindconsumptionthatyear,makingitthesecondlargestwindpowerconsumerworldwide.ReadmoreNote(s):Worldwide;2022Source(s):EnergyInstitute;Kearney;KPMGCHAPTER

02CapacityCumulativeinstalledwindpowercapacityintheUnitedStatesfrom2000to2023(ingigawatts)WindenergycumulativecapacityintheUnitedStates2000-20231601401201008060402002000

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20239Description:In2023,cumulativeinstalledwindpowercapacityintheUnitedStateswasaround150.5gigawatts.Windenergypenetrationthatyearwasaround10percentintheUnitedStates.ReadmoreNote(s):UnitedStates;2000to2023Source(s):AmericanCleanPowerAssociation;USDepartmentofEnergyLeadingstatesincumulativewindpowercapacityintheUnitedStatesin2023(inmegawatts)WindpowercapacityintheU.S.2023,byleadingstateCumulativecapacityinmegawatts15,000

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25,00005,00010,00030,00035,00040,00045,000TexasIowaOklahomaKansas41,59413,00712,6249,078Illinois7,968CaliforniaColoradoMinnesotaNewMexicoNorthDakotaOregon6,1955,3944,8594,3274,3024,055IndianaSouthDakota3,6583,61810Description:Asofendof2023,TexaswastheU.S.statewiththehighestcumulativewindpowercapacity.Atthetime,ithadaround41.6gigawattsofinstalledcapacity,overthreetimesthatofrunner-upIowa.Onlythreestateshadmorethan10gigawattsofinstalledwindcapacitythatyear.ReadmoreNote(s):UnitedStates;2023;asofyearendSource(s):AmericanCleanPowerAssociation;EIA;USDepartmentofEnergyWindpowercapacityadditionsinUnitedStatesfrom2005to2023(ingigawatts)AnnualwindpowercapacityadditionsinUnitedStates2005-20232018161417.213.313.412101089.18.68.58.48.27.676.66.55.35.264.942.42.521.10200520062007200820092010201120122013201420152016201720182019202020212022202311Description:TheUnitedStatesinstalledroughly6.5gigawattsofwindin2023.In2020,morethan17gigawattsofwindpowerwereinstalledintheUnitedStates.Thiswastheyearwiththehighestwindcapacityadditions.In2023,thecountry'scumulativeinstalledwindpowercapacitystoodat150gigawatts.ReadmoreNote(s):UnitedStates;2005to2023Source(s):AmericanCleanPowerAssociation;USDepartmentofEnergyLeadingstatesinwindpowercapacityadditionsintheU.S.in2023(inmegawatts)U.S.states'windpowercapacityadditions2023Capacityadditionsinmegawatts600

80002004001,0001,2001,400TexasIllinois1,323928Kansas843NewYorkOklahomaSouthDakotaMichiganMontanaArizona557402399337311239224202200IowaIndianaColoradoWyoming13412Description:TexaswastheleadingfederalstateintheUnitedStatesforadditionalwindpowercapacityin2023withover1.3gigawattsofwindpoweradded.Texasisalsothestatewiththelargestwindpowercumulativecapacityacrossthecountry.

ReadmoreNote(s):UnitedStates;2023Source(s):AmericanCleanPowerAssociation;EIA;USDepartmentofEnergyCumulativecapacityofdistributedwindpowerinstallationsintheUnitedStatesfrom2010to2023(inmegawatts)DistributedwindpowercapacityintheU.S.2010-20231,2001,1101,0991,0701,0581,0341,0149601,00087582980180060040020007467165274282010201120122013201420152016201720182019202020212022202313Description:In2023,thecumulativecapacityofdistributedwindpowerinstallationsintheUnitedStatesreached1.1gigawatts.Withroughly222megawatts,Iowawasconsideredtheꢀleadingstateintermsofcumulativedistributedwindcapacityacrossthecountry,followedbyMinnesotaandCalifornia.ReadmoreNote(s):UnitedStates;2010to2023Source(s):USDepartmentofEnergyCumulativecapacityofdistributedwindpowerinstallationsintheUnitedStatesin2023,byselectstate(inmegawatts)DistributedwindpowercapacityinstallationsintheU.S.2023,bykeystateCapacityinmegawatts050100150200250IowaMinnesotaCaliforniaMassachusettsOhio221.9128.1382.6378.1468.4766.36TexasRhodeIslandNebraskaIllinois49.6941.2636.4436.25NewMexico14Description:Thereissomeamountofdistributedwindenergycapacityineverystate;however,annualinstallationsvaryacrosstheUnitedStates.Iowawasconsideredtheleadingstateintermsofcumulativedistributedwindcapacity,reachingalmost222megawattsin2023.ReadmoreNote(s):UnitedStates;2023Source(s):USDepartmentofEnergyCapacityofthelargestonshorewindpowerplantsoperatingintheUnitedStatesasofJune2023(inmegawatts)LargestonshorewindenergyplantsintheU.S.2023,bycapacityCapacityinmegawatts300

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50001002006007008009001,0001,100TraverseWindProject(Oklahoma)BuffaloGap(Texas)999988.3AltaWindProject(California)ShepherdsFlat(Oregon)946.45845MeadowLakeWindFarm(Indiana)801.2515Description:TheTraverseWindProject,locatedinOklahoma,wasthelargestonshorewindpowerplantoperatingintheU.S.asofJune2023.Theonshorewindparkhasacapacityofalmostonegigawatt.Othermajoronshorewindenergyplantsinthecountry,likeBuffaloGapinTexasandAltaWindProjectinCalifornia,haveagenerationcapacityofover900.ReadmoreNote(s):UnitedStates;asofJune2023Source(s):GlobalData;CHAPTER

03GenerationNetgenerationofrenewableelectricityintheUnitedStatesfrom2005to2023,bysource(interawatthours)RenewableenergyproductionintheU.S.2005-2023,bysourceWindConventionalhydroSolar*Wood**Waste***Geothermal1,000900800700600500400300200100020052010201120122013201420152016201720182019202020212022202317Description:Since2019,windhasbeenthemajorrenewablesourceintheUnitedStates,basedonnetelectricitygeneration.In2023,electricitygenerationfromwindamountedtosome425terawatthours.Bycomparison,electricitygenerationfromsolarphotovoltaicstoodat164.5terawatthours.ReadmoreNote(s):UnitedStates;2005to2023;*Solarincludessolarthermalandphotovoltaic(PV)energy.**Woodincludeswoodandwood-derivedfuels.***Wasteincludesmunicipalsolidwastefrombiogenicsources,landfillgas,sludgewaste,[...]

ReadmoreSource(s):EIANetelectricitygenerationfromwindintheUnitedStatesfrom2000to2023(interawatthours)WindpowergenerationintheU.S.2000-20235004504003503002502001501005002000

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202318Description:In2023,around425.2terawatthoursofwindelectricityweregeneratedintheUnitedStates.WindhasadvancedtobecomethemainsourceofrenewablepowergenerationintheU.S.,aheadofconventionalhydropower.

ReadmoreNote(s):UnitedStates;2000to2023Source(s):EIAElectricitygenerationfromwindintheUnitedStatesin2023,byleadingstate(interawatthours)WindpowergenerationintheU.S.2023,bymainstateGenerationinterawatthours600204080100120119.84140TexasIowa41.8737.73OklahomaKansas27.46Illinois22.05ColoradoNewMexicoCaliforniaNorthDakotaMinnesota16.0114.914.914.6914.6719Description:TexasisbyfarthestatewiththehighestwindenergyproductionintheUnitedStates.In2023,Texasgeneratedroughly119terawattshoursofwindpower.ꢀIntotal,theU.S.produced425terawatthoursofwindelectricitythatyear.

ReadmoreNote(s):UnitedStates;2023Source(s):EIAShareofwindinelectricitygenerationintheUnitedStatesin2023,byselectstateWindenergypenetrationshareintheU.S.in2023,bystateShareofin-stategeneration30%0%10%20%40%50%60%70%IowaSouthDakotaKansas59.2%55.3%46.2%OklahomaNewMexicoNorthDakotaNebraskaColoradoMinnesotaTexas41.9%38%36%29.7%27.2%25.3%22%20.6%20.5%WyomingMaineMontana17.6%20Description:WindpenetrationintheUnitedStatesstoodatroughly10percentin2023,thatis,windaccountedfor10percentoftheelectricitygeneratedacrossthecountrythatyear.Iowawasbyfarthestatewiththehighestwindpenetrationwithalmost60percentofitselectricityproductioncoveredbywind.SouthDakotaandKansasfollowedwithapproximately55and46percent,respectively.ReadmoreNote(s):UnitedStates;2023Source(s):AmericanCleanPowerAssociation;EIA;USDepartmentofEnergyCHAPTER

04CompaniesWindturbinemanufacturersintheUnitedStatesin2023,byinstalledcapacity(inmegawatts)WindturbinemanufacturersinstallationcapacityintheU.S.2023Totalcapacityinmegawatts05001,0001,5002,0002,5003,0003,5004,000VernovaVestasNordexSGRE3,7521,91858125522Description:TheAmericancompany,GEWind,wasthelargestwindturbinemanufacturerintheUnitedStatesintermsofinstallationcapacityataround3,752megawattsin2023.Withatotalcapacityofapproximately1,918megawatts,theDanishmanufacturer,Vestas,rankedsecondinthatyear.ReadmoreNote(s):UnitedStates;2023Source(s):AmericanCleanPowerAssociation;USDepartmentofEnergyGeneralElectricVernova'sannualwindturbinecapacityinstallationsfrom2005to2023(inmegawatts)AnnualwindturbineinstallationcapacitybyGEVernova2005-202310,0009,0008,0007,0006,0009,0706,3675,0164,9185,0004,1423,9953,7524,0003,0002,0001,00003,5853,468

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202323/statistics/184293/ge-wind-annual-us-turbine-installation-capacity-since-2005GeneralElectricVernova'sannualturbineinstallationcapacityintheUnitedStatesamountedtoapproximately3.75gigawattsin2023.In2020,theConnecticut-basedwindturbinesupplierinstalledaround9.1gigawattsinwindpowercapacityintheU.S.ReadmoreNote(s):UnitedStates;2005to2023Source(s):AmericanCleanPowerAssociation;USDepartmentofEnergyRevenueofGeneralElectricenergysegmentsfrom2017to2023,bysegment(inmillionU.S.dollars)GeneralElectricrevenuefromenergysegments2017-2023,bysegmentPowerRenewableenergy25,00022,15020,00015,00010,0005,000018,62518,62517,58915,66617,73116,90316,26216,26215,69715,33714,32114,28812,977201720182019202020212022202324Description:In2023,theGeneralElectricrenewableenergysegmentgeneratedarevenueofsome16.3billionU.S.dollars.SomeofthemajorproductsfromGE'senergymanagementsegmentincludeelectricaldistributionandcontrolproducts,lightingandpowerpanels,andgridmodernizationservices.ReadmoreNote(s):Worldwide;2017to2023Source(s):GeneralElectricCompanieswiththelargestcontractedcapacityofutility-scalewindintheUnitedStatesasofendof2022(inmegawatts)Corporatecontractedcapacityofutility-scalewindintheU.S.2022Capacityinmegawatts05001,0001,5002,0002,5003,000GoogleMeta2,8102,640Amazon2,193MicrosoftCorporationWalmart1,3061,241AT&T1,059Verizon850T-Mobile638McDonald's547543537QTSRealtyTrustKimberly-ClarkCorporationBallCorporationTarget482452418399AllianzGeneralMotors25Description:Asofendof2022,Googlewasthecompanywiththelargestcontractedcapacityofutility-scalewindpoweracrosstheUnitedStates.Thecompanyhadover2.8gigawattsofcontractedcapacityinthecountry,anditwasfollowedbyMetaandAmazon,whichhadroughly2.6and2.2gigawattsofcontractedutility-scalewind,respectively.AmazonhadthelargestsolarcontractedcapacityamongcompaniesintheU.S.,reaching10.2gigawattsasofendof2022.

ReadmoreNote(s):UnitedStates;asofendof2022Source(s):AmericanCleanPowerAssociationCHAPTER

05ConsumptionPrimaryenergyconsumptionintheUnitedStatesin2022and2023,byenergysource(inquadrillionBritishthermalunits)PrimaryenergyconsumptionbysourceintheU.S.2022-2023ConsumptioninquadrillionBritishthermalunits20231520220510202530354035.4335.32Petroleum*Naturalgas**Coal33.6133.358.178.19.89NuclearelectricpowerBiomass8.064.984.861.451.48Wind0.82HydroelectricconventionalSolar0.870.880.770.12Geothermal0.1227Description:PetroleumistheprimarysourceofenergyintheUnitedStates,withaconsumptionof35.43quadrillionBritishthermalunitsin2023.Closelyfollowing,theU.S.had33.61quadrillionBritishthermalunitsofenergyderivedfromnaturalgas.ꢀEnergyconsumptionbysourcePetroleumisthemainsourceofenergyintheUnitedStates.Theliquidispredominantlyutilizedasafuelinthetransportationsector,whichisalsothesecond-largestconsumerofenergyintheU.S.,withaproportionof[...]

ReadmoreNote(s):UnitedStates;2022to2023;*Petroleumproductssupplied,includingnaturalgasplantliquidsandcrudeoilburnedasfuel.Doesnotincludebiofuelsthathavebeenblendedwithpetroleum-biofuelsareincludedinbiomass**Natural[...]

ReadmoreSource(s):EIAWindenergyconsumptionintheUnitedStatesfrom2006to2023(intrillionBritishthermalunits)WindenergyconsumptionintheU.S.2006-20231,6001,4001,2001,0008001,4821,2901,1531,0109308687746516205736004804104002000323252189118912006200720082009201020112012201320142015201620172018201920202021202228Description:In2023,roughly1,482trillionBritishthermalunitsofenergyderivedfromwindwereconsumedintheUnitedStates,upfrom1,290trillionBritishthermalunitsconsumedinthepreviousyear.Intheperiodunderconsideration,windenergyconsumptionpresentedatrendofgrowth.ReadmoreNote(s):UnitedStates;2006to2023Source(s):EIAWindenergyconsumptionintheUnitedStatesin2022,bystate(intrillionBritishthermalunits)ConsumptionofwindenergyintheU.S.2022,bystateConsumptionintrillionBritishthermalunits150

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250050100300350400450TexasIowa391.7156.1OklahomaKansas128.1101.3Illinois80.2ColoradoNorthDakotaMinnesotaCaliforniaNewMexico57.755.451.549.949.329Description:In2022,Texasconsumedalmost400trillionBritishthermalunitsofwindenergy.ThestatewasbyfarthelargestconsumerofwindpowerintheUnitedStates,followedbyIowaandOklahoma.In2022,roughly1,481trillionBritishthermalunitswereconsumedacrosstheUnitedStates.ReadmoreNote(s):UnitedStates;2022Source(s):EIACHAPTER

06OutlookForecastwindpowercapacityadditionsinUnitedStatesfrom2024to2028(ingigawatts)AnnualwindenergycapacityadditionsforecastinUnitedStates2024-2028201816141218.717.615.210.51088.464202024202520262027202831Description:ItisforecastthattheUnitedStateswillinstallapproximately8.4gigawattsofnewwindpowercapacityin2024.Thisfigureisexpectedtogrowintheupcomingyears,reachingmorethan18gigawattsofnewwindenergyinstallationsin2028.ReadmoreNote(s):UnitedStates;2023;allfiguresareforecastSource(s):AmericanCleanPowerAssociation;USDepartmentofEnergyForecastforoffshorewindenergycapacityadditionsintheUnitedStatesfrom2024to2035(inmegawatts)ProjectionsforoffshorewindenergydeploymentintheU.S.2024-20357,0006,0006,4275,1004,7805,0004,2274,0003,1443,0002,0001,00002,7442,64220312,564