滋养新经济.pdf

1、Watering the New EconomyWatering the New EconomyPanel ModeratorAlan KnappAlan KnappSr.Director XylemXylemTo receive a recap of the presentation,register here Sector buildout Continued use of water cooling Alternative/non-potable water sources Sub-optimal sites Water efficiency 2025:$591m 2030:$1,053

2、m 5-year CAGR:12.2%Global marketGrowth driversData centre market boomImpacts on power generationCapacityCombined cycle gas buildoutMaintenance of coal fired capacityOnsite generationSimple cycle gas Small modular reactor buildout not expected until after 2035Co-locationPower plants and data centres

3、increasingly co-locatedShared water treatment infrastructure19%CAGR0100200300400500600700202520262027202820292030CAPEX($m)US power generation water capex by fuel type,2025-2030GasCoalOilNuclearOtherthermalRegional outlook Water CAPEX for Semiconductor,2025-2030 0.00500.001,000.001,500.002,000.002,50

4、0.003,000.003,500.004,000.004,500.005,000.00North AmericaEast Asia/PacificEurope/Central AsiaSouthern AsiaMiddle East/Africa202520262027202820292030USD million8.8%3.8%2.4%12.9%3.8%Compound Annual Growth RateKey market growth rates:India:2.4%Germany:21.6%China:4.7%United States:8.8%Regional outlook f

5、or water capex in the mining industry,2025-2030Global Market2025:$20.1b2030:$26.1b5-year CAGR:5.4%Growth Drivers-Mineral demand-Competition for source water-Lower grade ores-Pressure for safer tailings management024681012LatinAmerica/CaribbeanEast Asia/PacificMiddle East/AfricaNorthAmericaEurope/Cen

6、tral AsiaSouthernAsiaUSD billion202520305-year CAGR(%)1.6125-year CAGR(%)7.07.65.44.2X.X2.910864206too much waterWe can have too little wateror,introduce an unacceptable changeMining and water interactions7Water and Mining InteractionsPrimary issues:A large footprint of disturbance with multiple wat