德勤：2023年电力和公用事业行业展望报告（中译版）（13页）.pdf

1、2023 power and utilitiesindustry outlook About the Deloitte survey To understand the outlook and perspectives of organizations across the US power and utilities industry,Deloitte fielded a survey of more than 70 US executives and other senior leaders in September and October 2022.The survey captured

2、 insights from respondents in electricity generation,transmission,and distribution.ContentsElectric power sector weighs promising trends amid cost and climate woes 3 Trends to watch 1.Grid modernization Utilities increasingly plan to roll out the next wave of advanced metering infrastructure 4 2.ESG

3、 reporting Environmental,social,and governance reporting continues to gain momentum 5 3.Grid flexibility Battery storage deployments set to accelerate despite supply chain snags 6 4.Decarbonized fuels Power and utility companies see opportunities to reap value from clean hydrogen 75.Transportation e

4、lectrification Utilities likely to sharpen focus on preparing for electric vehicle growth 8 Innovation,investment,and industry convergence could counter headwinds 9 Lets talk 102023 power and utilities industry outlook2Electric power sector weighs promising trends amid cost and climate woes2022 was

5、a year of perils and promise for the electric power sector.US electricity sales continued to rise as the pandemic recovery progressed,increasing 3.6%in the first eight months compared to the prior year.1 But costs also spiked,largely due to natural gas prices more than doubling on global shortages e

6、xacerbated by Russias invasion of Ukraine.Coal prices also rose as demand surged for alternatives to gas,2 while renewable energy prices followed suit due to supply chain disruption,inflation,and rising interest rates.3 As a result,US retail electricity prices reached record highs in 2022,averaging