美国风电、光伏电站及储能市场概况（英）--GT.pdf

2022 WIND + UTILITY SCALE SOLAR + STORAGE Market Overview Jeff Chester Global Co-Head of Energy Project Finance March 13, 2023Jeffrey Chester | jeff.chester@gtlaw.com | +1 (310) 428-4598 © 2023 Greenberg Traurig, LLP 2 About GT Greenberg Traurig, LLP (GT) has more than 2,650 attorneys in 44 locations in the United States, Europe, Latin America, Asia, and the Middle East. GT has been recognized for its philanthropic giving, diversity, and pro bono. The firm has reported gross revenue of over $2 billion. GT is consistently among the top firms on the Am Law 100, Am Law Global 100, NLJ 250, and Law360 (US) 400. The firm is net carbon neutral with respect to its office energy usage and Mansfield Rule 5.0 Certified. © 2023 Greenberg Traurig, LLP 3 New U.S. Wind Power Capacity 8,612 MW Installed in 2022 Source: ACP 500 100 - 250 250 - 500 © 2023 Greenberg Traurig, LLP 4 New U.S. Utility Scale Solar Power Capacity 12,589 MW Installed in 2022 Source: ACP 500 50 - 100 100 - 500 © 2023 Greenberg Traurig, LLP 5 Planned Utility-Scale Solar PV Generating Capacity Delays Source: U.S. Energy Information Agency © 2023 Greenberg Traurig, LLP 6 U.S. Annual and Cumulative Clean Power Capacity Growth Source: ACP © 2023 Greenberg Traurig, LLP 7 Cumulative U.S. Wind Power Capacity 143,969 MW Installed by Year-End 2022 Source: ACP Texas 40,310 Colorado 5,204 Iowa 12,817 Nebraska 3,512 Minnesota 4,946 New Mexico 4,318 Ohio 1,111 Illinois 7,048 Michigan 3,231 California 6,117 Ind. 3,468 Nevada 152 Arizona 618 Oregon 4,233 Utah 391 Missouri 2,435 Maine 1,031 N.Y. 2,192 Hawaii 233 D.C. 0 Virginia 2,824 Arkansas 0 Vermont 149 Mass. 120 R.I. 79 Conn. 5 N.J. 9 S. Carolina 0 North Carolina 208 Md. 191 Georgia 0 Florida 0 Ala. 0 Pennsylvania 1,459 Washington 3,518 Idaho 973 Kansas 8,245 Wisconsin 737 Miss. 0La. 0 N.H. 214 Kentucky 0 Tennessee 28 Del. 2 AK 64 Montana 1,486 Oklahoma 12,473 North Dakota 4,390 South Dakota 3,407 Puerto Rico 125 WV 859 Wyoming 3,177 10,000 MW 5,000 to 10,000 MW 3,000 to 5,000 MW 1,000 to 3,000 MW 1,000 to 3,000 MW 3,000 to 5,000 MW 5,000 to 10,000 MW 10,000 MW © 2023 Greenberg Traurig, LLP 9 Wind and Solar Penetration in ERCOT Source: ERCOT • Wind Generation record: 27,044 MW (May 31, 2022) • Wind Penetration record: 69.15 percent (April 10, 2022) • 36,909 MW of installed wind capacity as of December 2022 • 14,806 MW of utility-scale installed solar capacity as of December 2022 • 2,788 MW of installed battery storage as of December 2022 © 2023 Greenberg Traurig, LLP 10 Wind and Solar Penetration in CAISO Source: CAISO Historical Peaks (as of January 31, 2023) Installed Renewable Resources (as of January 31, 2023) © 2023 Greenberg Traurig, LLP 11 Wind and Solar Penetration in SPP Source: Southwest Power Pool Wind Peak 22,915 MW 10:34 p.m. CT | February 15, 2022 Wind Penetration 88.5% 10:34 p.m. CT | February 15, 2022 Renewable Peak 23,802 MW 9:25 p.m. CT | March 28, 2022 Renewable Penetration 90.2% 2:42 a.m. CT | March 28 & 29, 2022 © 2023 Greenberg Traurig, LLP 12 Real Time Generation Mix 41% 20% 21% Source: MISO and PJM MISO February 23, 2023 @ 4:05 pm CT PJM February 23, 2023 @ 2:00 pm CT 26% 35% 16% 19% 4% 42% 32% 12% 9% 3% .01% .01% .01% .01% © 2023 Greenberg Traurig, LLP February 23, 2023 @ 4:05 p.m. Central Time 13 NYISO Real Time Generation Mix Source: NYISO © 2023 Greenberg Traurig, LLP 14 In First Half of 2022, 24% of U.S. Electricity Generation Came From Renewables Source: U.S. Energy Information Agency © 2023 Greenberg Traurig, LLP 15 Wind was Second Largest Source of Electricity on March 29, 2022 Source: U.S. Energy Information Agency © 2023 Greenberg Traurig, LLP 16 Wind Energy Penetration in Global Markets Source: ACP © 2023 Greenberg Traurig, LLP 17 Investment & New Capacity Additions for US Power Generation Source: Wood Mackenzie © 2023 Greenberg Traurig, LLP 18 More Than Half of New U.S. Electric- Generating Capacity in 2023 Will Be Solar Source: U.S. Energy Information Agency © 2023 Greenberg Traurig, LLP 19 Renewable Power Plants Reducing U.S. Electricity Generation from Natural Gas and Coal Source: U.S. Energy Information Administration © 2023 Greenberg Traurig, LLP 20 Wind and Solar LCOEs (Unsubsidized) Source: Lazard © 2023 Greenberg Traurig, LLP 21 U.S. Annual and Cumulative Utility Battery Storage Capacity Growth Source: ACP © 2023 Greenberg Traurig, LLP 22 Battery Storage 2022 Source: ACP © 2023 Greenberg Traurig, LLP 23 Hybrid Capacity 2022 Source: ACP © 2023 Greenberg Traurig, LLP 24 EV Outlook Source: EVAdoption © 2023 Greenberg Traurig, LLP 25 U.S. Offshore Wind Pipeline (40,083 MW) Source: NREL © 2023 Greenberg Traurig, LLP 26 U.S. Offshore Locations May 2022 Source: NREL © 2023 Greenberg Traurig, LLP 27 Wind Developer Market Share Year End 2022 – 8,612 MW Source: ACP Developer MW NextEra Energy Resources 2,688 Invenergy 1,298 RWE Renewables Americas, LLC 677 ENGIE North America 602 Enel Green Power North America 600 Ørsted Wind Power North America LLC 561 Apex Clean Energy Inc. 424 EDF Renewables 397 Leeward Renewable Energy 380 Northrenew Energy | Taaleri Energia Ltd. 336 Amshore Renewable Energy | Duke Energy Sustainable Solutions 207 AVANGRID 201 Others (200 MW) 375 NextEra Energy Resources 31% Invenergy 15% RWE Renewables Americas, LLC 8% ENGIE North America 7% Enel Green Power North America 7% Ørsted Wind Power North America 6% Apex Clean Energy Inc. 5% EDF Renewables 5% Leeward Renewable Energy 4% Northrenew Energy | Taaleri Energia Ltd. 4% Amshore Renewable Energy | Duke Energy Sustainable Solutions 2% AVANGRID 2% Others (200 MW) 4% © 2023 Greenberg Traurig, LLP 28 Utility Scale Solar Developer Market Share Year End 2022 – 12,589 MW Developer MW Intersect Power 1,114 NextEra Energy Resources 812 Duke Energy 697 Terra-Gen LLC 578 Florida Power & Light 522 Invenergy 500 Ørsted 430 Pine Gate Renewables 400 Recurrent Energy 400 ENGIE North America 351 Copenhagen Infrastructure Partners 350 Savion, LLC 350 LightSource 340 EDF Renewables 316 Avantus 300 National Grid 279 Others (250 MW) 4,878 Intersect Power 9% NextEra Energy Resources 6% Duke Energy 6% Terra-Gen LLC 5% Florida Power & Light 4% Invenergy 4% Ørsted 3% Pine Gate Renewables 3% Recurrent Energy 3% ENGIE North America 3% Copenhagen Infrastructure Partners 3% Savion, LLC 3% LightSource 3% EDF Renewables 3% Avantus 2% National Grid 2% Others (250 MW) 39% © 2023 Greenberg Traurig, LLP 29 Compare to 2003 – 1,687 Wind MWs Installed NextEra (FPL Energy), 48% Shell, 10% Shell & Avangrid, 10% Avangrid (PPM), 9% Other Developers/Owners, 23% © 2023 Greenberg Traurig, LLP 30 Top Wind Developers for the Last 5 Years: 2018 – 2022 Source: ACP Developer MW NextEra Energy Resources 10,527 Invenergy 6,547 Apex Clean Energy 4,138 ENGIE North America 2,915 EDP Renewables North America 2,355 EDF Renewables 2,292 Enel Green Power 2,040 Tradewind Energy 1,782 RWE Renewables 1,769 Pattern Energy 1,734 AVANGRID 1,543 Ørsted Wind Power North America LLC 1,509 MidAmerican Energy 1,261 Clearway Energy 1,083 Others (1,000 MW) 14,791 NextEra Energy Resources 19% Invenergy 12% Apex Clean Energy 7% ENGIE North America 5% EDP Renewables North America 4% EDF Renewables 4% Enel Green Power 4% Tradewind Energy 3% RWE Renewables 3% Pattern Energy 3% AVANGRID 3% Ørsted 3% MidAmerican Energy 2% Clearway Energy 2% Others (1,000 MW) 26%