美国清洁技术市场调研和分析报告（英文版）-2024年1月上传培训课件

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MARKETSCleantechintheU.S.CHAPTER

01OverviewCarbondioxideemissionsworldwidein2010and2021,byselectcountry(inmillionmetrictons)Globalcarbondioxideemissions2010-2021,byselectcountryEmissionsinmillionmetrictons20102021*02,0004,0006,0008,00010,00012,00014,0008,617ChinaUnitedStatesIndia11,4725,6815,0071,6761,6262,710RussiaJapan1,7561,2151,067570Iran749833675GermanySaudiArabiaIndonesiaSouthKoreaCanada518672452619594616557546440489Brazil3Description:ChinaandtheUnitedStatesarethelargestpollutersintheworldbyfar,havingreleased11.5and5.0billionmetrictonsofcarbondioxideemissionsin2021,respectively.Despitebeingthesecond-largestpolluter,U.S.emissionshavedeclinedby12percentsince2010.Incomparison,China`scarbondioxideemissionshaveincreasedbyover33percent.ReadmoreNote(s):Worldwide;2010and2021;Basedonterritorialemissionsfromcombustionandindustrialprocesses;*Preliminarydata.Figureshavebeenrounded.

ReadmoreSource(s):Expert(s)(Friedlingsteinetal.(2022),AndrewandPeters(2022).);GlobalCarbonProjectAnnualgreenhousegasemissionsintheUnitedStatesfrom1990to2021(inmillionmetrictonsofCO₂equivalent)GreenhousegasemissionsintheU.S.1990-20218,0007,5007,0006,5006,0005,5004Description:In2021,greenhousegasemissionsintheUnitedStatestotaled6.34billionmetrictonsofcarbondioxideequivalent(GtCO₂e).Thiswasanincreaseofsome5.2percentincomparisonto2020,whenemissionsdroppedasaresultoftheCOVID-19-relatedlockdownsandrestrictionsimposedthroughouttheyear.ReadmoreNote(s):UnitedStates;1990to2021Source(s):EnvironmentalProtectionAgencyDistributionofcleanenergytechnologymanufacturingasof2023,byregionShareofcleanenergytechnologiesmanufacturing2023,byregionChinaEuropeanUnionUnitedStatesOther120%100%9%7%8%12%20%8%80%16%60%40%20%0%79%76%64%SolarWindBatteries5Description:Chinaisthegloballeaderincleanenergytechnologymanufacturing.Asof2023,theAsiancountryaccountedfor79percentofsolar,76percentofbatteries,andsome64percentofwindpowertechnologymanufacturingworldwide.Meanwhile,theEuropeanUnioncameinsecondintermsofbatteriesandwindtechnologies,butbyawidemargin.Chinaisalsohometomostofthecleanenergytechnologymanufacturingpipeline.ReadmoreNote(s):Worldwide;2023Source(s):CanaryMedia;IEAInvestmentsinenergytransitionworldwidein2022,byleadingcountry(inbillionU.S.dollars)Globalenergytransitioninvestments2022,byleadingcountryInvestmentinbillionU.S.dollars200

3000100400500600ChinaUnitedStatesGermanyFrance546141552928UnitedKingdomJapan2317IndiaSouthKoreaSpain191716Italy6Description:Chinawasbyfartheleadingcountrybasedonenergytransitioninvestmentsworldwidein2022.China'senergytransition-relevantinvestmentsamountedto546billionU.S.dollarsthatyear.InadistantsecondplacethatyearwastheUnitedStates,withenergytransition-relatedinvestmentsamountingto141billionU.S.dollars.ReadmoreNote(s):Worldwide;2022Source(s):BloombergNEFTotalclimatetechventurecapitalfundingworldwidefrom2010to2023,bycountryorregion(inbillionU.S.dollars)Globalclimatetechventurefunding2010-2023,byregionVenturefundinginbillionU.S.dollars0102030405060708090100UnitedStatesChina92.251Europe37.6India6.9RestofWorld17.87Description:Theglobalclimatetechsectorattractedmorethan200billionU.S.dollarsinventurecapitalfundingbetween2010andQ12023.TheUnitedStatesreceivedthelargestproportionofVCfundingduringthisperiod,at92.2billionU.S.dollars.ThiswasmorethanthecombinedclimatetechVCraisedinChinaandEurope.ReadmoreNote(s):Worldwide;2010to2023;FiguresasoftheendofQ12023Source(s):HolonIQCHAPTER

02StatusTheUnitedState'sshareofcurrentandprojectedinstalledmanufacturingcapacityofcleantechworldwidefrom2022to2030,bytechnologyU.S.shareofcleanenergytechmanufacturingcapacity2022-2030,bytechnologyCurrentProjectpipeline30%25%20%15%10%5%25%21%19%18%15%8%8%7%3%0%SolarPVmodulesBatteriesWindHeatpumpsElectrolyzers9Description:Asof2022,theUnitedStatesaccountedforsevenpercentoftheglobalinstalledmanufacturingcapacityforbatteries.Ifallgloballyannouncedprojectsmaterialized,thissharewouldincreaseto15percentby2030.Meanwhile,theU.S.accountedfor25percentofglobalheatpumpsmanufacturingcapacityin2022.However,thissharecoulddroptobelow20percentby2030ifallannouncedprojectscametofruition.ReadmoreNote(s):UnitedStates;2022Source(s):IEATradebalanceofcleanenergytechnologiesintheUnitedStatesin2021,byproductTradebalanceofcleantechintheU.S.2021,byproductTradebalance-40%-70%Li-ionbatteries-60%-50%-30%-20%-10%-7%0%10%ElectriccarsFuelcells-mobilityElectrolysers3%-4%0%SolarPV-modulesWindturbinesHeatpumps-65%-38%2%Average-16%10Description:TheU.S.wasanetimporterofcleanenergytechnologiesin2021,withanaveragetradebalanceof-16percentacrosskeytechnologies.SolarPVhadthehighestshareofimportsformeetingdomesticdemand,atroughly-65percent.Meanwhile,theU.S.wasanetexporterofheatpumps,aswellaselectricvehicles.ReadmoreNote(s):NorthAmerica,UnitedStates;2023Source(s):IEANumberofcommercialcarboncaptureandstorage(CCS)facilitiesintheUnitedStatesasof2023,bystatusNumberandstatusofcommercialCCSfacilitiesintheU.S.20236050403020100OperationalInconstructionEarlydevelopmentAdvanceddevelopment11Description:Asof2023,theUnitedStateshad104projectsinthecommercialcarboncaptureandstorage(CCS)facilitiespipeline.ThiswashighestnumberofCCSprojectsworldwide.15ofthesefacilitieswereoperational,while54wereintheadvanceddevelopmentstage.ReadmoreNote(s):UnitedStates;2023Source(s):GlobalCCSInstituteAnnualbatterycapacityadditionsintheUnitedStatesfrom2017to2022withaforecastto2023(ingigawatts)U.S.batterystoragecapacityadditions2017-20231099.487654.243.213210.490.20.170.1202017201820192020202120222023*12/statistics/1301489/battery-storage-capacity-additions-usIn2022,theUnitedStatesaddedoverfourgigawattsworthofbatterystoragetoitselectriccapacity,anincreaseofonegigawattincomparisontothepreviousyear.Plannedinstallationsshouldaddanother5.2gigawattstothecountry'scapacityby2023.ReadmoreNote(s):UnitedStates;2017to2022;*PlannedSource(s):EIACumulativerenewableenergycapacityintheUnitedStatesfrom2009to2020,withaforecastfor2021and2022,bytechnology(ingigawatts)CumulativerenewableenergycapacityintheU.S.2009-2022,bytechnologyGeothermalBiomass,biogas,waste-to-energySolarWindHydro4504003503002502001501005002009201020112012201320142015201620172018201920202021*2022**13Description:In2022,theUnitedStates'cumulativewindcapacityreachedanestimated149gigawatts.Amongthevarioussourcesofrenewableenergycapacity,solarandwindcapacityhadalineargrowthintheU.S.sincethestartofthedecade.

ReadmoreNote(s):UnitedStates;2009to2022;*Projected,accountingseasonality,basedonlatestmonthlydataavailablethroughOctober2021.**Estimated.Nofigureswereprovidedforgeothermalenergy.Thefigureforbiomasshasbeencalculated[...]

ReadmoreSource(s):BCSE;BloombergNEF;EIANumberofpeopleemployedinthecleanenergyindustryintheUnitedStatesfrom2017to2021CleanenergysectoremploymentintheU.S.2017-20214,000,0003,500,0003,165,0503,355,4193,284,6003,201,6023,048,6033,000,0002,500,0002,000,0001,500,0001,000,000500,00002017201820192020202114Description:The2020theCOVID-19pandemichitthecleanenergysectorhard,whichresultedincleanenergyjobsdecreasingto3.05million,approximately300,000lessthanthepreviousyear.Despitethedramaticlosses,thesectorhasbeguntorecover,witharound3.2millioncleanenergyjobsreportedin2021.ReadmoreNote(s):UnitedStates;2017to2021Source(s):EnvironmentalEntrepreneurs(E2)CHAPTER

03FinanceInvestmentincleanenergyintheU.S.from2004to2022(inbillionU.S.dollars)U.S.cleanenergyinvestments2004-20221601401201008014111498646258585655.5605352474745443535402001710200420052006200720082009201020112012201320142015201620172018201920202021202216Description:TheUnitedStates`investmentincleanenergyreacheditshighestpointin2022at141billionU.S.dollars.Thisrepresentsasubstantialincreasesince2004,wheninvestmenttotaledroughly10billionU.S.ReadmoreNote(s):UnitedStates;2004to2022Source(s):BCSE;BloombergNEFCleanenergymanufacturinginvestmentsannouncedintheUnitedStatesasofAugust2023,byleadingstate(inmillionU.S.dollars)CleanenergymanufacturinginvestmentsannouncedintheU.S.2023,byleadingstateInvestmentsannouncedinmillionU.S.dollars02,0004,0006,0008,00010,00012,00014,00016,00018,00018,24620,000GeorgiaSouthCarolinaMichigan10,071.68,129.6Arizona7,110.66,415OhioTennesseeNevada5,267.74,7004,600NorthCarolinaIndiana3,721Oklahoma1,34717Description:AsofAugust2023,GeorgiawastheleadingstateintermsofcleanenergymanufacturinginvestmentsannouncedintheUnitedStates.Georgiaannouncedtheinvestmentofsome18.2billionU.S.dollarsforcleanenergymanufacturing.Incomparison,Oklahomaplannedtoinvestaround1.3billionU.S.dollars.ReadmoreNote(s):UnitedStates;asofAugust2023;TheinvestmentswereannouncedaftertheInflationReductionActcameintoeffectinAugust2022.Source(s):CanaryMediaValueofinvestmentsinrenewableenergyintheUnitedStatesfrom2013to2022(inbillionU.S.dollars)RenewableenergyinvestmentsintheU.S.2013-202270605062.356.85549.546.446.141.640302010037.430.829.1201320142015201620172018201920202021202218Description:InvestmentintorenewableenergytechnologieshasgrownsignificantlyintheUnitedStatesoverthelastdecades.In2022,investmentsreached49.5billionU.S.dollars,incomparisonto29.1billionU.S.dollarsin2013.TheUnitedStates`renewablemarkethasbenefittedfromgreenstimulusprogramsanduncertaintiesinrenewabletaxcredits.TheUnitedStateshasalsobeenamajormarketintermsofventurecapitalandprivateequityfundingforgreentechnologycompanies.TheUnited[...]

ReadmoreNote(s):UnitedStates;2013to2022;ExcludiglargehydropowerSource(s):BloombergNEF;REN21Federalfundingforresearch,development,anddemonstrationforcarbonremovaltechnologiesintheUnitedStatesfrom2009to2022(inmillionU.S.dollars)FederalfundingforRD&DforcarbonremovaltechnologiesintheU.S.2009-202214012912010080604020090.560102009-201920202021202219Description:U.S.federalfundingforresearch,development,anddemonstration(RD&D)forcarbonremovaltechnologieshasincreasedconsiderablyinrecentyears.Between2009and2019,thegovernmentinvestedapproximately10millionU.S.dollarsforRD&Dforcarbonremovaltechnologies,butby2022thishadrisentoalmost130millionU.S.dollars.ReadmoreNote(s):UnitedStates;2009to2022Source(s):SystemsChangeLab;USHouseofRepresentativesClimateTechventurecapitalinvestmentintheUnitedStatesfromQ12019toQ12023(inbillionU.S.dollars)QuarterlyClimateTechVCinvestmentintheU.S.2019-2023161414.914.712.612.11210810.9109.89.78.26.65.95.85.865.35.44.74.3420Q12019

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Q1202320Description:InQ12023,U.S.ClimateTechventurecapitalinvestmenttotaled5.8billionU.S.dollars.Capitalinvestmenthasbeenonadownwardtrendsincetheendof2022.ReadmoreNote(s):NorthAmerica,UnitedStates;Q12019toQ12023Source(s):CleantechGroup;PitchBook;SiliconValleyBankNumberofClimateTechunicorndealsintheUnitedStatesfromQ12018toQ12023QuarterlyClimateTechunicorndealsintheU.S.2018-202316141210151413111099987776664205553332Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q12018

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202321Description:InQ12023,therewerenineClimateTechunicorndealsintheUnitedStates.Thehighestnumberofunicorndealssince2018occurredinthefirstquarterof2022,at15.SomeofthekeycompaniesinvolvedincludeFormEnergy,Arcadia,andRedwoodMaterials.Inventurecapital,aunicorncompanyisaprivately-heldstartupcompanythatisvaluedatmorethanonebillionU.S.dollars.ReadmoreNote(s):NorthAmerica,UnitedStates;Q22018toQ12023Source(s):CleantechGroup;HolonIQ;IEA;PitchBook;SiliconValleyBankVenturecapitalinvestmentintoclimatetechcompaniesintheUnitedStatesfrom2018to2023,byhub(inbillionU.S.dollars)ClimatetechVCfundingintheUnitedStates2018-2023,byhubFundinginbillionU.S.dollars051015202530354045BayAreaGreaterLosAngelesGreaterBostonRegionNewYork41.3521.2510.197.62SeattleMetropolitanAreaAustinRegion3.892.612.45ChicagoMetropolitanAreaAtlanta,GA0.622Description:TheSanFranciscoBayAreahasattractedthemostventurecapitalfundingintoclimatetechintheUnitedStatesbyfar.Between2018andJuly2023,some41billionU.S.dollarsofVCinvestmentwenttowardBayAreaclimatetechstartups.ReadmoreNote(s):UnitedStates;2018to2023;*2023dataasofJuly15.Source(s):Dealroom.coCHAPTER

04CompaniesNumberofclimatetechstartupandscaleupcompaniesinEuropeandNorthAmericain2022,byselectcountryNumberofemergingclimatetechcompaniesworldwide2022.byselectcountryNumberofcompanies02,0004,0006,0008,00010,00012,00014,00016,000UnitedStatesUnitedKingdomGermanyFrance14,3325,2793,6563,063CanadaNetherlandsItaly2,5042,3262,1581,959SpainSweden1,3021,021918683596SwitzerlandDenmarkNorwayBelgium24Description:ThenumberofclimatetechstartupsandscaleupsinNorthAmericaandEuropereachedalmost45,000in2022.ThelargestnumberofcompanieswerefromtheUnitedStates,at14,300.TheUKandGermanyfollowed,with5,279and3,656companies,respectively.Climatetechfirmsfocusonvariousareasthataddresstheimpactsofglobalwarming,suchasenergy,farmingandfoodproduction,mobility,andGHGremoval.

ReadmoreNote(s):WorldwideSource(s):NetZeroInsights;TechNationFundsraisedbyselectedCleantechcompaniesintheUnitedStatesasof2023(inmillionU.S.dollars)CleantechfundingintheU.S.2023,byselectcompanyFundinginmillionU.S.dollars01002003004005006007008009001,000AscendElements(wastemanagement)Xpansiv(carbonmanagement)Group14(advancedenergymaterials)ElectricHydrogen(hydrogen)Monolith(hydrogen)882748.2649602582.3Mainspring(buildings)493SunKing(solar)492Gradiant(water)487.4KoBoldMetals(naturalresources)OurNextEnergy(energystorage)BostonMetal(industrialmaterials)Vestaron(cropinputs)407.5390350.1265.6MycoWorks(advancedmaterials)238.125Description:Sincetheirfoundingin2015,AscendElementshasraisedmorethan880millionU.S.dollarsinfunding.AscendElementsmanufacturesadvancedbatterymaterialsusingelementsreclaimedfromdiscardedlithium-ionbatteries.ThetopinnovatorsintheU.S.cleantechspaceoperateinawiderangeofsectors,includingcarboncaptureandstorage(CCS),renewables,energystorage,buildings,andmobility.

ReadmoreNote(s):NorthAmerica,UnitedStates;2023Source(s):CleantechGroupLeadingclimatetechunicornstartupsintheUnitedStatesasof2023,byvaluation(inbillionUSdollars)ValuationofclimatetechunicornsintheUnitedStates2023,bycompanyValuationinbillionU.S.dollars1.5

2.00.00.51.02.53.03.54.04.5FarmersBusinessNetworkCommonwealthFusionSystemsAuroraSolar443.83.83.8CSISolarConvoyRedwoodMaterialsHelionEnergyIndigo3.73.53.5SilaNanotechnologiesNEXTracker3.33Lime2.4ZumeBoweryFarming2.32.326Description:AsofJanuary2023,thereweremorethan40ClimateTechunicornsintheUnitedStates.ThesestartupsoperateinseveralclusterswithintheClimateTechsector,suchasenergy,vehicles,andagriculture.Thefivehighestrankedunicornswerecollectivelyvaluedatroughly20billionU.S.dollarsasofJanuary2023.ReadmoreNote(s):NorthAmerica,UnitedStates;January2023;DataasJanuary2,2023.Climatetechstart-upsthatarevaluedatoveronebillionU.S.dollarsSource(s):HolonIQActiveAIclimatetechstartupsintheUnitedStatesfrom2018to2023ActiveAIclimatetechstartupsintheUnitedStates2018-2023600490500400300200100045739634227722520182019202020212022Q1202327Description:AsofQ12023,therewere490activeVC-backedclimatetechstartupsintheUnitedStatesthatleverageAIandMLaspartoftheirtechstack.ThenumberofactiveU.S.AIclimatetechstartupshasmorethandoubledsince2018.

ReadmoreNote(s):NorthAmerica,UnitedStates;2018to2023;ActivecompaniesarethosethathavereceivedVCfundinginthelastfiveyears.Source(s):BureauofLaborStatistics;IEA;PitchBook;SiliconValleyBankCHAPTER

05OutlookCleanenergymanufacturingjobsexpectedintheUnitedStatesasofAugust2023,byleadingstateExpectedcleanenergymanufacturingjobsintheU.S.2023,byleadingstateNumberofjobsexpected02,0004,0006,0008,00010,00012,00011,48914,000GeorgiaMichiganSouthCarolinaOhio9,2139,1425,600Nevada3,9013,621TennesseeTexas2,4532,100ColoradoOklahomaNewMexico2,0502,05029Description:AsofAugust2023,GeorgiawastheleadingstateintermsofcleanenergymanufacturingjobsexpectedintheUnitedStates,with11,489jobsexpected.Incomparison,NewMexicoandOklahomaonlyhadabout2,050jobsexpectedincleanenergymanufacturinginthesameperiod.ReadmoreNote(s):UnitedStates;asofAugust2023;ThejobswerecreatedaftertheInflationReductionActcameintoeffectinAugust2022.Source(s):CanaryMediaMarketsizeforkeycleanenergytechnologiesworldwideundertheAnnouncedPledgesScenario(APS)by2030,bycountry(inbillionU.S.dollarsperyear)Globalcleantechnologiesmarketsize2030,bycountry45039140035030025020015010050938044100ChinaEuropeanUnionUnitedStatesIndiaOtherAsia-Pacific30Description:Theglobalmarketsizeforkeycleanenergytechnologiescouldreachmorethan600billionU.S.dollarsperyearby2030ifcountriesfullyimplementannouncedenergyandclimatepledges.Chinawoulddominatethemarket,atsome391billionU.S.dollarsperyear.KeycleanenergytechnologiesincludesolarPVsystems,batteries,windsystems,heatpumps,electrolysers,andfuelcells.DomesticdemandinChina,theEU,theU.S.,andIndiawouldaccountforroughlythree-quartersofthe[...]

ReadmoreNote(s):Worldwide;2022Source(s):IEAEstimatedcostofInflationReductionAct(IRA)energyandclimate-relatedspendingandtaxcreditsintheUnitedStatesfrom2022through2031,bysegment(inbillionU.S.dollars)IRAenergyandclimate-relatedprovisioncostsintheU.S.2022-2031,bysegmentEnergy&electricityCarboncapture&cleanfuelEnergyefficiencyElectricvehiclesAdvancedmanufacturingDirectspending7006005004003002001000Original(2022)Updated(2023)31Description:In2022,itwasestimatedthattheInflationReductionAct(IRA)wouldspendsome400billionU.S.dollarsonenergyandclimate-relatedprovisionsthroughFiscalYear2031.Roughly70percentofthesecostswouldbethroughtaxcredits,including163billionU.S.dollarsforenergyandelectricity.Basedonupdatedestimates,thecostofIRAenergyandclimate-relatedspendingisprojectedtobe64percenthigherthanoriginallyscored.Taxcreditsforenergyandelectricityarenowprojected[...]

ReadmoreNote(s):UnitedStates;2023Source(s):CRFB;JointCommitteeonTaxation;USCongressionalBudgetOfficeDistributionofInflationReductionAct(IRA)spendinginclimatetechnologiesandenergyinfrastructureintheUnitedStatesthroughfrom2022through2031,bymajorsegmentBreakdownofclimate-relatedprovisionsofIRAintheU.S.2022-2031,bykeysegmentShareofspending0%10%20%30%40%50%60%70%80%TaxcreditstotalCleanelectricitygeneration&storageCleanenergymanufacturingHouseholdIncentivesNuclearpower69%34%9%9%