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この調査レポートは、スマートグリッドに関連する最新の政策や法規制を踏まえた市場将来性を調査・分析しています。

Smart Grids represent a complete rethinking of the electricity grid technology and deployment for the needs of the 21st Century. They promise enhanced energy efficiency at a time when everyone expects energy prices to increase and they promise enhanced grid security at a time when the world remains concerned about terrorist attacks. Smart Grids also imply a modernization of the traditional grid to accommodate the unique energy generation patterns associated with alternative energy sources. 

NanoMarkets believes that Smart Grids currently represents a major opportunity for a wide variety of businesses ranging from transmission equipment firms, through manufacturers of communications and metering equipment, down to firms that make advanced materials. However, like all major infrastructure projects, the new business revenues that are likely to flow from the deployment of Smart Grids will depend heavily on government policy. And governments in the U.S., Canada, Europe, China and Australia, among other nations and regions, are now following similar visions as a way of addressing energy independence, climate change and network survivability issues. 

As a result, NanoMarkets believes that to fully exploit the opportunities that Smart Grids present, firms will have to have an in depth understanding of the commercial impact of government Smart Grid policies. Only through such an understanding will businesses be able to distinguish between hype and real revenue potential and be able to set realistic time frames and strategies for their Smart Grid businesses. Smart Grid firms will also have to think beyond legislation and regulation specifically aimed at Smart Grids; there will also be impacts on Smart Grid businesses stemming from more general approaches to energy policy, as we all as from communications and national defense policies.

Bearing all this in mind, the major goal of this report is to analyze and quantify the opportunities that are growing out of current policy-regulatory-legislative efforts related to the smart grid. The focus of the report is on activities in the U.S., but opportunities and activities in other major industrial countries will also be discussed. This report will be essential reading for product managers, strategic planners and marketing managers at electric transmission equipment companies, metering firms, communications equipment companies and power companies, as well as the many other kinds of firm that are becoming involved in the development of Smart Grids. In addition, we believe that the information contained in this report will be of vital interest to the policy, investment and legal communities.

目次

Executive Summary

E.1 Introduction: The Smart Grid's Background
E.1.1 Functionalities and Components
E.1.2 Regulation and Markets
E.2 Smart-Grid Policies Evolving
E.2.1 The U.S.
E.2.2 Outside the U.S.
E.3 Markets for Utility Purchases of Smart Grid Equipment and Services
E.3.1 Smart Grids, Heavy and Lite
E.3.2 State-Level Markets
E.3.3 Beyond Smart Meters
E.3.4 What to Market, and to Whom
E.3.5 Utility Markets Outside of the U.S.
E.4 Non-Utility Purchases of Smart-Grid Equipment
E.4.1 Regulation and Uncertainty
E.5 Trends in Smart-Grid Regulation
E.5.1 Costs and Benefits
E.5.2 A Sample of Dockets
E.6 Smart Grid, Regulation and the Internet

Chapter One: Introduction

1.1 Background to the Report
1.1.1 The Smart Grid: Terminology and History
1.1.2 The Smart Grid: Benefits and Opportunities
1.2 Objectives and Scope of this Report
1.3 Plan of this Report

Chapter Two: Smart-Grid Policies Evolving

2.1 Introduction
2.2 Recent Federal Law and Regulation
2.3 Smart Gridlock?
2.4. State Activities
2.4.1 California
2.4.2 Texas
2.4.3 Other States
2.4.4 Why Meters at All? Other Utilities in the U.S.
2.5 Outside the U.S.
2.5.1 European Union
2.5.2 European National Policies
2.5.3 Asia/Australia
2.5.4 Canada
2.5.5 Brazil
2.6 Conclusions

Chapter Three: Utility Purchases of Smart-Grid Equipment and Services

3.1 Introduction
3.2 The Economics and Politics of the Smart Grid
3.2.1 The Changing Character of Smart-Grid Regulatory Dockets
3.2.2 Standard Setting and the Option Value of Delay
3.3 Characterizing State-Level Markets
3.3.1 Identifying Potentially Active Markets
3.4 Beyond Smart Meters
3.4.1 Classifications
3.4.2 Prioritization and Implementation
3.5 What to Market, and to Whom
3.5.1 The Underlying Uncertainties
3.5.2 Substation and Distribution Automation
3.5.3 Communications
3.5.4 Phasors and Dynamic Rating
3.5.5 Distributed Resources
3.6 Summary

Chapter Four: Non-Utility Purchases of Smart-Grid Equipment and Services

4.1 Introduction
4.2 State Regulators and the Dimensions of Grid Reform
4.3 Delays in Standards and the Diffusion of Products
4.4 Where is Consumer Demand?
4.5 Conclusions

Chapter Five: Trends in Smart-Grid Regulation

5.1 Introduction
5.1.1 Background
5.1.2 Plan of the Chapter
5.2 Costs and Benefits
5.2.1 General Findings
5.2.2 Customer Response in Pilot Programs
5.2.3 Active Participation
5.2.4 The Value of Waiting
5.2.5 Seldom-Heard Arguments for AMI and the Smart Grid
5.3 A Sample of Dockets
5.3.1 Proceedings with Little or No Cost-Benefit Analysis
5.3.2 Costs and Benefits in California
5.3.3 Cost Overruns and Consumer Reactions
5.4 Summary and Conclusions
Acronyms and Abbreviations Used in this Report
About the Author

List of Exhibits

Exhibit 2-1: Major U.S. Utilities with AMI Commitments, State Sequence
Exhibit 3-1: State Conservation and Efficiency Programs
Exhibit 3-2: State Conservation and Efficiency Rankings

政策と法規制によって市場成長が遅れるスマートグリッド

ヴァージニア州グレンアレン、2010年1月27日
米国調査会社ナノマーケット社の調査レポート「スマートグリッド市場の将来性:政策と法規制の影響 ー Smart Grid Market Opportunities: The Impact of Government Policies and Regulations」は、新しいスマートグリッド市場と技術の市場機会を調査し、今後数年間の政府の政策と法規制がスマートグリッドに与える影響を分析している。この調査レポートは、政府機関はスマートグリッドに基金を提供しているが、一方、標準化や相互運用性の推進などが、規制緩和や競争のオープン化によって進む市場の発展を遅らせるかもしれないと報告している。 

この調査レポートは、蓄電、ケーブル、絶縁体、センサに関する調査を行っており、またまもなく出版する調査レポートでは、トランスミッション、分配設備、マイクログリッド、スマートメータ(計測)、再生可能エネルギー統合の市場を分析している。

重要な調査結果:

米国政府機関のNISTは、技術規格と相互運用性プロセスを推進する機関である。この調査レポートは、この機関の使命が、米国の民間産業の商取引や規制機関の負うものとは大きく異なっていることに注目している。スマートグリッドの新しい技術のビジネスチャンスは、規制機関や立法機関にあるだろう。それは、蓄電、排出規制、分散発電、高度電力監視(パワーモニタリング)などである。規格が成熟していて変わりそうもない変電所の自動化などの分野の積極的な企業には、より早いビジネスチャンスがあるだろう。
(後略)

(原文)
New Report from Smart Grid Analysis Sees Slower Market Development in Smart Grids due to Government Policies and Regulations

January 27, 2010

Glen Allen, Virginia: Smart Grid Analysis (SGA), NanoMarkets' group dedicated to analyzing emerging market and technology opportunities within Smart Grids, has just issued a new report that analyzes the impact that government policies and regulations are likely to have on Smart Grids in the coming years. The report notes that while government agencies are providing the funding for Smart Grids, it is also government agency involvement in standards setting and interoperability is likely to slow the markets' development leading to calls for deregulation and open competition within the next few years.

SGA has issued reports on energy storage, cables and insulators and sensors and will soon have additional reports that will analyze the market for transmission and distribution equipment, microgrids, smart metering and renewable energy integration.

Key findings include:

The US Government agency, NIST, has been tasked with driving the technical standards and interoperability process. SGA notes that this is a vastly different to the normal practice within the US of private industry trade or standard bodies taking that responsibility. Smart Grid business opportunities involving new technologies are most likely to emerge in areas that have been favored by regulators and legislators. These include energy storage, load control, distributed generation, enhanced power monitoring, and direct system state sensors. There are also immediate opportunities for firms active in areas -- such as substation automation -- where standards are mature and unlikely to change.

Regulators have yet to make time-varying rates available to smaller users in the U.S. or in Europe. Until this situation changes, customer-side business opportunities in the Smart Grid will lie primarily with fairly rudimentary customer metering systems, such as those capable of remote reading. Meanwhile, many utilities are expected to choose "Smart Grid Lite," waiting to see how the politics and economics unfold before actively promoting user-side activities.

About the report:

This must-read report from Smart Grid Analysis provides the first detailed analysis of the interplay between Smart Grid policy and Smart Grid business. Like all major infrastructure projects, the new business revenues that are likely to flow from the deployment of Smart Grids will depend heavily on government policy. And governments in the U.S., Canada, Europe, China and Australia, among other nations and regions, are now following similar visions as a way of addressing energy independence, climate change and network survivability issues.

This report is the essential guide to the current state of the art in Smart Grid policy making around the world and the implications that this has for Smart Grid business opportunities.

About Smart Grid Analysis:

The mission of Smart Grid Analysis is to provide comprehensive and actionable industry analysis of the emerging Smart Grid market that clients can leverage to meet their business and technology objectives. The data is available in our market research reports, white papers and consulting engagements or through one-on-one engagements with our analysts.