E.1 Why does the Smart Grid mean new opportunities in the transmission sector?
E.1.1 Sources of revenue for transmission equipment/component firms in the Smart Grid
E.1.2 Smart Grid-related risks for transmission equipment/component firms
E.2 Major opportunities in the Smart Grid transmission sector
E.2.1 Novel conductors
E.2.2 Transmission automation
E.2.3 FACTS systems
E.2.4 HVAC transmission systems
E.2.5 HVDC transmission systems
E.2.6 Transformers for the Smart Grid
E.2.7 Control, communications and automation opportunities
E.2.7 Other transmission related opportunities in the Smart Grid
E.3 Key firms to watch
E.3.1 Traditional transmission equipment firms
E.3.2 Firms from the IT and communications sectors
E.3.3 Start-ups and their opportunities
E.4 Summary of eight-year forecasts of Smart Grid transmission markets
Chapter One: Introduction
1.1 Background to this report
1.1.1 Smart transmission, IT and automation
1.1.2 Why old grids were not business opportunities
1.1.3 All bad things come to an end: there’s money in Smart Grid transmission
1.1.4 Challenges for Smart Grid transmission Makers: now and in the future
1.2 Scope and objective of this report
1.3 Methodology and information sources for this report
1.4 Plan of this report
Chapter Two: Drivers and Challenges for Installing a New Smart Transmission Infrastructure
2.1 Drivers for transmission modernization: reality and hype
2.1.1 Reversing the decline of the grid
2.1.2 Environmental policy, mandates and renewable integration
2.1.3 Privatization, deregulation and transmission for market based transactions
2.2 Impact on transmission functionality
2.2.1 Congestion and capacity
2.2.2 Reliability and security
2.2.3 Transmission and the distributed grid: integration of wind and solar generation
2.3 Technology challenges for Smart Grid transmission
2.3.1 High capacity transmission: the need for novel conductors and high voltage
2.3.2 Smarter transmission: transmission, automation and IT
2.3.3 Smarter and higher power: the role of advanced power electronics
2.4 Customer responses and market inertia: conservative customer base for transmission gear
2.5 The Future of smart transmission deployment: international comparisons
2.5.1 North America
2.5.2 Europe
2.5.3 China
2.5.4 Japan
2.5.5 Korea
2.5.6 Other Asia
2.6 Who will pay for Smart Grid transmission deployment?
2.6.1 Government funding; aid from taxpayers
2.6.2 Power company bond holders and shareholders
2.6.3 Other sources: actual and potential
2.7 Key points from this chapter
Chapter Three: Smart Grid Transmission Gear: Today’s Products and Future Opportunities
3.1 Introduction: Smart Grid products overview
3.2 Flexible AC transmission systems (FACTS)
3.2.1 Mature FACTS technology: STATCOM, etc.
3.2.2 Static var compensators (SVCs)
3.2.2 Emerging FACTS technology
3.2.3 FACTS Applications: today and tomorrow
3.3 High-voltage AC transmission (HVAC)
3.4 High-voltage DC transmission systems (HVDC)
3.4.1 Current status, advantages and disadvantages
3.4.2 Technology evolution
3.4.3 Costs
3.4.4 HVDC in AC network interconnections
3.4.5 HVDC and the “renewable supergrid”
3.4.6 Other applications for HVDC
3.5 Novel conductor technology: why do we need it?
3.5.1 Composite cabling
3.5.2 Superconductors
3.5.3 Beyond superconductors: Smalley and nanotubes
3.6 Fault current limiters (FCLs)
3.7 Transformers for the Smart Grid
3.7.1 Is there such a thing as a Smart Grid transformer?
3.7.2 Low-loss transformers: designs for the future grid
3.8 Devices for equipment automation and remote control
3.8.1 Phasers
3.8.2 Sensors and monitors
3.9 Other opportunities in Smart Grid transmission
3.10 Key points from this chapter
Chapter Four: Eight-Year Forecasts of Smart Grid Transmission Equipment Markets
4.1 Forecasting methodology
4.1.1 Sources of data
4.1.2 Economic assumptions
4.1.3 Timeframes for Smart Grid deployment
4.2 Eight-year worldwide forecast of new transmission lines for Smart Grids by region
4.3 Eight-year worldwide AC Smart Grid transmission system forecast by region and systems type
4.4 Eight-year worldwide DC Smart Grid transmission system forecast by region and systems type
4.5 Eight-year worldwide Smart Grid transformers forecast by region and systems type
4.6 Eight-year forecasts of other Smart grid-related opportunities
4.7 Summary of eight-year forecasts
List of Exhibits
Exhibit E-1: Transmission Equipment and Products for the Smart Grid
Exhibit E-2: Eight-Year Forecasts of Revenues from Smart Grid Transmission Projects ($ Millions)
Exhibit E-3: Eight-Year Forecasts of Revenues from Smart Grid Transmission Technology Products ($ Millions)
Exhibit 2-1: Major Power Blackouts Over Past Decade
Exhibit 2-2: Smart Grid Transmission IT Functions
Exhibit 3-1: Selected Components FACTS Systems
Exhibit 3-2: Selected Applications for FACTS Systems
Exhibit 3-3: Benefits of Selected FACTS Systems
Exhibit 3-4: Selected HVDC Systems Installed or Planned Since 2000
Exhibit 4-1: Estimate of Current FACTS Installed Base
Exhibit 4-2: Worldwide FACTS Installed base by Product Type (Units)
Exhibit 4-3: Worldwide FACTS Shipments by Product Type (Units)
Exhibit 4-4: Worldwide FACTS Shipments by Product Type
Exhibit 4-5: Cost of Common FACTS Systems
Exhibit 4-6: Worldwide FACTS Shipments
Exhibit 4-7: Worldwide FACTS Markets by Region ($ Millions)
Exhibit 4-8: Miles of HVAC Transmission Lines in the U.S.
Exhibit 4-9: Worldwide High-Voltage AC Markets: 500 kV and Above
Exhibit 4-10: Worldwide High-Voltage DC Markets: 500 kV and Above
Exhibit 4-11: HVDC Markets by Region ($ Millions)
Exhibit 4-12: 3M Composite Cabling Shipments in the Past Year
Exhibit 4-13: AMSC Superconductor Projects
Exhibit 4-14: Market for Advanced Conductors and FCLs Used in the Smart Grid
Exhibit 4-15: Specialized Smart Grid Transformer Markets
Exhibit 4-16: Eight-Year Revenues from Smart Grid Transmission Projects ($ Millions)
Exhibit 4-17: Eight-Year Revenues from Smart Grid Transmission Technology Products ($ Millions)