The Value Chain of Power Industry

2024. 11. 6. 08:00경제/시황

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1. Generation (발전 부문)

 

Nuclear (원자력)
  - Large Reactors (대형 원자로): Westinghouse
  - SMRs (소형 모듈형 원자로): Kairos Power, X-Energy, NuScale, Westinghouse, TerraPower, Oklo
  - Microreactors (마이크로 원자로): Radiant, Antaris, Aalo, BWXT
  - Fusion (핵융합): Commonwealth Fusion Systems, Zap Energy, Helion, Fuse, Xcimer, Type One Energy

Independent Power Producers (독립 발전사)
  - Vistra Energy, Talen Energy

Renewables (재생 에너지)
  - Enphase, First Solar, GE Vernova, NextEra Energy, Siemens Energy, Brookfield, Invenergy

2. Distribution (배전 및 분배 부문)
Electrical Equipment (전력 장비)
  - Vertiv, Schneider Electric, Siemens, ABB, Eaton, GE Vernova

The Grid (전력망)
  - Transmission (송전망): PJM, MISO
  - Distribution (배전망): Con Edison, National Grid

Battery Storage (배터리 저장)
  - Energyn, Fourth Power, Form Energy, Base, Exowatt, Tesla, Terralyar

3. 국내기업
Nuclear (원자력) : 두산에너빌리티
The Grid (전력망)  : HD현대일렉트릭, LS ELECTRIC, 효성중공업, 일진전기, 제룡전기
Cable (전선) : LS, 대한전선, 가온전선 + 일진전기, LS에코에너지
ESS (배터리저장) : 서진시스템

 

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