美国风能市场前景及投资研究报告-培训课件外文版2024.4

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TRENDSWindenergyintheU.S.CHAPTER

01OverviewCumulativeinstalledwindpowercapacityworldwidefrom2001to2022(ingigawatts)Globalcumulativeinstalledwindpowercapacity2001-20221,00090080070060050040030020010002001

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20223Description:Thecumulativecapacityofinstalledwindpowerworldwideamountedtoapproximately906gigawattsin2022.Onshorewindpoweraccountedforthemajorityoftotalwindpowercapacity,atabout842gigawattsthatyear.

ReadmoreNote(s):Worldwide;2001to2022;onshoreandoffshoreSource(s):GWECCumulativeinstalledcapacityofwindpowerworldwidein2022,bycountry(inmegawatts)Globalcumulativeinstalledcapacityofwindpower2022,bycountryCumulativeinstalledcapacityinmegawatts150,000

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250,000050,000100,000300,000350,000400,000395,630450,000ChinaUnitedStatesGermanyIndia144,18466,24241,983Spain29,813UnitedKingdomBrazil28,08725,631France20,600Canada15,31014,227SwedenRestoftheworld152,7364Description:Chinaisbyfarthelargestinstallerofwindpowercapacityintheworld,morethandoublingthesecond-rankedUnitedStates.Asof2022,Chinahadcumulativelyinstalledover395gigawattsofwindenergy,incomparisonto122.2gigawattsofwindenergyinstalledintheUnitedStates.Worldwide,cumulativecapacityofinstalledwindenergyreached906gigawattsin2022,agenerousincreaseoverthelastdecades.Thepotentialofwindenergyaroundtheworldisimmense,andwindpower[...]

ReadmoreNote(s):Worldwide;2022Source(s):WWEAAnnualwindpowercapacityinstallationsworldwidefrom1998to2022(inmegawatts)Windenergycapacityworldwide1998-2022120,000100,00080,00060,00040,00020,00001998

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20225/statistics/268385/global-new-installed-wind-power-capacityIn2022,newlyinstalledwindpowercapacityamountedtoapproximately77.6gigawattsworldwide.Onshorewindenergystillmakesupthelargestshareofwindcapacity,howeveroffshorefarmshaveseenagreatergrowthrateinrecentyears.

ReadmoreNote(s):Worldwide;1998to2022Source(s):GWECLeadingcountriesinnewinstalledwindpowercapacityin2022(inmegawatts)Globalnewlyinstalledwindpowercapacitybyselectcountry2022Newinstalledcapacityinmegawatts15,000

20,00005,00010,00025,00030,00035,00040,000ChinaUnitedStatesBrazil37,6618,6124,065GermanySweden2,7452,4412,430FinlandFrance2,070India1,8471,6811,659UnitedKingdomSpain6Description:TheUnitedStatesaddedapproximately8.6gigawattsofwindpowercapacityin2022.Thecumulativecapacityofinstalledwindpowerworldwidesurpassed900gigawattsin2022.ReadmoreNote(s):Worldwide;2022Source(s):GWECLeadingcountriesbywindenergyconsumptionworldwidein2022Globalshareofwindenergyconsumption2022,bycountryShareofconsumption0%5%10%15%20%25%30%35%40%ChinaUnitedStatesGermanyBrazil36.2%20.9%6%3.9%3.8%3.3%3%UnitedKingdomIndiaSpainFrance1.8%1.8%1.7%1.5%1.5%CanadaTurkeySwedenAustralia7Description:In2022,Chinawastheleadingcountryintheworldbasedonwindenergyconsumption,withaglobalconsumptionshareof36.2percent.Meanwhile,theUnitedStatesaccountedforapproximately21percentoftheworld'swindconsumptionthatyear,makingitthesecondlargestwindpowerconsumerworldwide.ReadmoreNote(s):Worldwide;2022Source(s):EnergyInstitute;Kearney;KPMGCHAPTER

02CapacityShareofelectricitycapacityadditionsintheUnitedStatesfrom2010to2022,bysourceU.S.electricitygeneratingcapacityadditionshare2010-2022,bytechnologySolarWindNaturalgasCoalOther60%50%40%30%20%10%0%20102011201220132014201520162017201820192020202120229Description:In2022,solaralonerepresentedhalfofelectricitycapacityadditionsintheU.S.,whilenaturalgascapacityadditionsincreasedbysevenpercentagepointsbetween2021and2022.

ReadmoreNote(s):UnitedStates;2010to2022Source(s):SEIA;WoodMackenzieCumulativeinstalledwindpowercapacityintheUnitedStatesfrom2000to2022(ingigawatts)WindenergycumulativecapacityintheUnitedStates2000-20221601401201008060402002000

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202210Description:In2022,cumulativeinstalledwindpowercapacityintheUnitedStateswasaround144.2gigawatts.Windenergypenetrationthatyearwasaround11percentintheUnitedStates.ReadmoreNote(s):UnitedStates;2000to2022Source(s):AmericanCleanPowerAssociation;USDepartmentofEnergyLeadingstatesincumulativewindpowercapacityintheUnitedStatesin2022(inmegawatts)WindpowercapacityintheU.S.2022,byleadingstateCumulativecapacityinmegawatts15,000

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25,00005,00010,00030,00035,00040,00045,000TexasIowaOklahomaKansas40,15112,78312,2228,2407,1296,1185,1944,749IllinoisCaliforniaColoradoMinnesotaNewMexicoNorthDakotaIndiana4,3274,3023,468WashingtonMichigan3,4073,23111Description:Asofendof2022,TexaswastheU.S.statewiththehighestcumulativewindpowercapacity.Atthetime,ithadaround40gigawattsofinstalledcapacity,overthreetimesthatofrunner-upIowa.Onlythreestateshadmorethan10gigawattsofinstalledwindcapacitythatyear.ReadmoreNote(s):UnitedStates;2022;asofyearendSource(s):AmericanCleanPowerAssociation;EIA;USDepartmentofEnergyWindpowercapacityadditionsinUnitedStatesfrom2005to2022(ingigawatts)AnnualwindpowercapacityadditionsinUnitedStates2005-20222018161417.213.313.412101089.18.68.58.48.27.676.65.35.264.942.42.521.1020052006200720082009201020112012201320142015201620172018201920202021202212Description:TheUnitedStatesinstalledroughly8.5gigawattsofwindin2022.In2020,morethan16.8gigawattsofwindpowerwereinstalledintheUnitedStates.Thiswastheyearwiththehighestwindcapacityadditions.In2022,thecountry'scumulativeinstalledwindpowercapacitystoodat144.2gigawatts.ReadmoreNote(s):UnitedStates;2005to2022Source(s):AmericanCleanPowerAssociation;USDepartmentofEnergyLeadingstatesinwindpowercapacityadditionsintheU.S.in2022(inmegawatts)U.S.states'windpowercapacityadditions2022Capacityadditionsinmegawatts1,500

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2,50005001,0003,0003,5004,0004,0284,500TexasOklahomaNebraskaIowa1,607602484Montana366304245SouthDakotaMinnesotaNewMexicoOregon235210Colorado14513Description:TexaswastheleadingfederalstateintheUnitedStatesforadditionalwindpowercapacityin2022withoverfourgigawattsofwindpoweradded.Texasisalsothestatewiththelargestwindpowercumulativecapacityacrossthecountry.

ReadmoreNote(s):UnitedStates;2022Source(s):AmericanCleanPowerAssociation;EIA;USDepartmentofEnergyCumulativecapacityofdistributedwindpowerinstallationsintheUnitedStatesfrom2010to2022(inmegawatts)DistributedwindpowercapacityintheU.S.2010-20221,2001,1041,0751,0631,0411,0219671,0008828368088006004002000746716527428201020112012201320142015201620172018201920202021202214Description:In2022,thecumulativecapacityofdistributedwindpowerinstallationsintheUnitedStatesreached1.1gigawatts.Withroughly222megawatts,Iowawasconsideredtheleadingstateintermsofcumulativedistributedwindcapacityacrossthecountry,followedbyMinnesotaandCalifornia.ReadmoreNote(s):UnitedStates;2010to2022Source(s):USDepartmentofEnergyCumulativecapacityofdistributedwindpowerinstallationsintheUnitedStatesin2022,byselectstate(inmegawatts)DistributedwindpowercapacityinstallationsintheU.S.2022,bykeystateCapacityinmegawatts050100150200250IowaMinnesotaCaliforniaMassachusettsTexas221.79127.9482.6378.1466.3663.66OhioRhodeIslandNebraskaNewMexicoIllinois49.5941.2736.2533.5615Description:Thereissomeamountofdistributedwindenergycapacityineverystate,howeverannualinstallationsvaryacrosstheUnitedStates.Iowawasconsideredtheleadingstateintermsofcumulativedistributedwindcapacity,reachingalmost222megawattsin2022.ReadmoreNote(s):UnitedStates;2022Source(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)801.2516Description:TheTraverseWindProject,locatedinOklahoma,wasthelargestonshorewindpowerplantoperatingintheU.S.asofJune2023.Theonshorewindparkhasacapacityofalmostonegigawatt.Othermajoronshorewindenergyplantsinthecountry,likeBuffaloGapinTexasandAltaWindProjectinCalifornia,haveagenerationcapacityofover900.ReadmoreNote(s):UnitedStates;asofJune2023Source(s):GlobalData;CHAPTER

03GenerationNetgenerationofrenewableelectricityintheUnitedStatesfrom2005to2022,bysource(interawatthours)RenewableenergyproductionintheU.S.2005-2022,bysourceWindConventionalhydroSolar*Wood*Waste*Geothermal1,00090080070060050040030020010002005201020112012201320142015201620172018201920202021202218Description:Since2019,windhasbeenthemajorrenewablesourceintheUnitedStates,basedonnetelectricitygeneration.In2022,electricitygenerationfromwindamountedtonearly435terawatthours.Bycomparison,electricitygenerationfromsolarphotovoltaicstoodat146terawatthours.ReadmoreNote(s):UnitedStates;2005to2022;*Woodincludeswoodandwood-derivedfuels.Wasteincludesmunicipalsolidwastefrombiogenicsources,landfillgas,sludgewaste,agriculturalbyproducts,andotherbiomass.Solar/PVincludessolar[...]

ReadmoreSource(s):EIANetelectricitygenerationfromwindintheUnitedStatesfrom2000to2022(interawatthours)WindpowergenerationintheU.S.2000-20225004504003503002502001501005002000

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202219Description:In2022,around434.8terawatthoursofwindelectricityweregeneratedintheUnitedStates.WindhasadvancedtobecomethemainsourceofrenewablepowergenerationintheU.S.,aheadofconventionalhydropower.

ReadmoreNote(s):UnitedStates;2000to2022Source(s):EIAElectricitygenerationfromwindintheUnitedStatesin2022,byleadingstate(interawatthours)WindpowergenerationintheU.S.2022,bymainstateGenerationinterawatthours600204080100120113.88TexasIowa44.66OklahomaKansas37.4229.47Illinois23.06ColoradoNorthDakotaCaliforniaNewMexicoMinnesota16.7116.5715.6914.4814.2720Description:TexasisbyfarthestatewiththehighestwindenergyproductionintheUnitedStates.In2022,Texasgeneratedroughly114terawattshoursofwindpower.ReadmoreNote(s):UnitedStates;2022Source(s):EIAShareofwindinelectricitygenerationintheUnitedStatesin2022,byselectstateWindenergypenetrationshareintheU.S.in2022,bystateShareofin-stategeneration30%0%10%20%40%50%60%70%IowaSouthDakotaKansas62.36%54.84%47.03%OklahomaNorthDakotaNewMexicoNebraskaColoradoMinnesotaMaine43.53%36.73%34.93%30.99%27.96%23.48%22.84%WyomingTexas21.76%21.58%Vermont18.17%21Description:WindpenetrationintheUnitedStatesstoodatroughly10percentin2022,thatis,windaccountedfor10percentoftheelectricitygeneratedacrossthecountrythatyear.Iowawasbyfarthestatewiththehighestwindpenetrationwithover62percentofitselectricityproductioncoveredbywind.SouthDakotaandKansasfollowedwithapproximately55and47percent,respectively.ReadmoreNote(s):UnitedStates;2022Source(s):AmericanCleanPowerAssociation;EIA;USDepartmentofEnergyCHAPTER

04CompaniesWindturbinemanufacturersintheUnitedStatesin2022,byinstalledcapacity(inmegawatts)WindturbinemanufacturersinstallationcapacityintheU.S.2022Totalcapacityinmegawatts2,000

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3,00005001,0001,5003,5004,0004,5005,0004,9185,500GEWindVestas2,048NordexAccionaSGRE85469123Description:TheAmericancompany,GEWind,wasthelargestwindturbinemanufacturerintheUnitedStatesintermsofinstallationcapacityataround4,918megawattsin2022.Withatotalcapacityofapproximately2,048megawatts,theDanishmanufacturer,Vestas,rankedsecondinthatyear.ReadmoreNote(s):UnitedStates;2022Source(s):AmericanCleanPowerAssociation;USDepartmentofEnergyGeneralElectricWind'sannualturbinecapacityinstallationsfrom2005to2022(inmegawatts)AnnualturbineinstallationcapacitybyGEWind2005-202210,0009,0008,0007,0006,0009,0706,3675,0164,9185,0004,1423,9954,0003,0002,0001,00003,58520083,468

3,4213,01120182,91220142,54320102,34220072,06620172,00620111,43120051,146200698420092012201320152016201920202021202224/statistics/184293/ge-wind-annual-us-turbine-installation-capacity-since-2005GeneralElectricWind'sannualturbineinstallationcapacityintheUnitedStatesamountedtoapproximately4.9gigawattsin2022.In2015,theConnecticut-basedwindturbinesupplierinstalledaround3.4gigawattsinwindpowercapacityintheU.S.ReadmoreNote(s):UnitedStates;2005to2022Source(s):AmericanCleanPowerAssociation;USDepartmentofEnergyRevenueofGeneralElectricenergysegmentsfrom2017to2022,bysegment(inmillionU.S.dollars)GeneralElectricrevenuefromenergysegments2017-2022,bysegmentPowerRenewableenergy25,00022,15020,00015,00010,0005,000018,62518,62517,58916,90316,26215,66615,69715,33714,32114,28812,97720172018201920202021202225Description:In2022,theGeneralElectricrenewableenergysegmentgeneratedarevenueofsome13billionU.S.dollars.SomeofthemajorproductsfromGE'senergymanagementsegmentincludeelectricaldistributionandcontrolproducts,lightingandpowerpanels,andgridmodernizationservices.ReadmoreNote(s):Worldwide;2017to2022Source(s):GeneralElectricCompanieswiththelargestcontractedcapacityofutility-scalewindintheUnitedStatesasofendof2022(inmegawatts)Corporatecontractedcapacityofutility-scalewindintheU.S.2022Capacityinmegawatts05001,0001,5002,0002,5003,000GoogleMeta2,8102,640Amazon2,193MicrosoftCorporationWalmart1,3061,241AT&T1,059Verizon850T-Mobile638McDonald's547543537QTSRealtyTrustKimberly-ClarkCorporationBallCorporationTarget482452418399AllianzGeneralMotors26Description:Asofendof2022,Googlewasthecompanywiththelargestcontractedcapacityofutility-scalewindpoweracrosstheUnitedStates.Thecompanyhadover2.8gigawattsofcontractedcapacityinthecountry,anditwasfollowedbyMetaandAmazon,whichhadroughly2.6and2.2gigawattsofcontractedutility-scalewind,respectively.AmazonhadthelargestsolarcontractedcapacityamongcompaniesintheU.S.,reaching10.2gigawattsasofendof2022.

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

05ConsumptionPrimaryenergyconsumptionintheUnitedStatesin2021and2022,byenergysource(inquadrillionBritishthermalunits)PrimaryenergyconsumptionbysourceintheU.S.2021-2022ConsumptioninquadrillionBritishthermalunits20221520210510202530354035.8535.24Petroleum*Naturalgas**Coal33.4131.699.8510.558.058.13NuclearelectricpowerBiomass4.934.853.85Wind3.352.322.23HydroelectricconventionalSolar1.871.520.210.21Geothermal28Description:PetroleumistheprimarysourceofenergyintheUnitedStates,withaconsumptionof35.85quadrillionBritishthermalunitsin2022.Closelyfollowing,theU.S.had33.41quadrillionBritishthermalunitsofenergyderivedfromnaturalgas.ReadmoreNote(s):UnitedStates;2021to2022;*Petroleumproductssupplied,includingnaturalgasplantliquidsandcrudeoilburnedasfuel.Doesnotincludebiofuelsthathavebeenblendedwithpetroleum-biofuelsareincludedinbiomass**Natural[...]

ReadmoreSource(s):EIAWindenergyconsumptionintheUnitedStatesfrom2006to2022(intrillionBritishthermalunits)WindenergyconsumptionintheU.S.2006-20224,5004,0003,5003,0002,5002,0001,5003,8453,3452,9632,6332,4812,3422,0951,7761,7271,60120131,34020121,1689231,000500072154634126420062007200820092010201120142015201620172018201920202021202229Description:In2022,roughly3,845trillionBritishthermalunitsofenergyderivedfromwindwereconsumedintheUnitedStates,upfrom3,345trillionBritishthermalunitsconsumedinthepreviousyear.Intheperiodunderconsideration,windenergyconsumptionpresentedatrendofgrowth.ReadmoreNote(s):UnitedStates;2006to2022Source(s):EIAWindenergyconsumptionintheUnitedStatesin2021,bystate(intrillionBritishthermalunits)ConsumptionofwindenergyintheU.S.2021,bystateConsumptionintrillionBritishthermalunits300

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60001002007008009001,000TexasIowa879.7328.1OklahomaKansas287.8227.2Illinois169.2CaliforniaColoradoNorthDakotaMinnesotaNewMexico134.2133.8132.1108.593.630Description:In2021,Texasconsumedalmost880trillionBritishthermalunitsofwindenergy.ThestatewasbyfarthelargestconsumerofwindpowerintheUnitedStates,followedbyIowaandOklahoma.In2021,roughly3,345trillionBritishthermalunitswereconsumedacrosstheUnitesStates.ReadmoreNote(s):UnitedStates;2021Source(s):EIACHAPTER

06OutlookForecastwindpowercapacityadditionsinUnitedStatesfrom2023to2027(ingigawatts)AnnualwindenergycapacityadditionsforecastinUnitedStates2023-2027252020.11814.41510.51059.102023202420252026202732Description:ItisforecastthattheUnitedStateswillinstallapproximately9.1gigawattsofnewwindpowercapacityin2023.Thisfigureisexpectedtogrowintheupcomingyears,reachingmorethan20gigawattsofnewwindenergyinstallationsin2027.ReadmoreNote(s):UnitedStates;2022;allfiguresareforecastSource(s):AmericanCleanPowerAssociation;USDepartmentofEnergyForecastforoffshorewindenergycapacityadditionsintheUnitedStatesfrom2023to2032(inmegawatts)ProjectionsforoffshorewindenergydeploymentintheU.S.2023-