KETEP 세계에너지시장정보

Table of Contents 
Executive Summary .................................vi 
1 Introduction ..................................... 1 
2 Hydropower Supply Chain Background ........................... 3 
 2.1 Federal Laws and Policies Affecting Hydropower ................ 3 
  2.1.1 Domestic Content .................................................. 3 
  2.1.2 Other Provisions .................................................................. 6 
 2.2 Industry Engagement ........................................................... 9 
 2.3 Market Reports ...................................................................... 11 
 2.4 Industry Survey ................................................................................ 12 
 2.5 Hydropower Investment Assessment ........................................... 15 
 2.6 Workforce Development ........................................................................ 15 

3 Domestic Supply Chain ........................................................................... 16 
 3.1 Supply Chain Analysis .......................................................................... 16 
  3.1.1 Upstream ................................................................................................. 18 
  3.1.2 Midstream ................................................................................................ 23 
  3.1.3 Downstream ............................................................................................. 24 
 3.2 Turbine Runner Manufacturing .......................................................... 24 
  3.2.1 Large Turbines ......................................................................................... 25 
  3.2.2 Small and Midsized Turbines ........................................................... 25 
  3.2.3 Foreign Turbine Manufacturers ........................................................ 26 
 3.3 Transformer Manufacturing .................................................................... 27 
 3.4 Hydrogenerator Manufacturing ............................................................ 30 

4 Domestic Hydropower Demand .............................................................. 31 
 4.1 Current Domestic Fleet ............................................................................. 31 
 4.2 New Demand ................................................................................................. 33 
 4.3 Refurbishment and Replacement Demand ...................................... 36 
  4.3.1 Hydropower Refurbishment Background ....................................... 38 
  4.3.2 Refurbishment Demand Methodology ............................................ 41 

5 Gap Analysis ........................................................................................................ 45 
 5.1 Unpredictable and Variable Demand Signals.................................... 45
 5.2 Severely Limited or Nonexistent Domestic Suppliers for Hydropower Materials and Components .................... 45 
 5.3 Federal Contracting Procedures and Domestic Content Laws...... 46 
 5.4 Foreign Competition, Foreign Subsidies, and Ineffective Trade Policies .... 48 
 5.5 Shortage of Skilled Workers ............................................................... 49 

6 Recommendations ........................................................................................ 50 
 6.1 Lead With the Federal Fleet ............................................................... 50 
  6.1.1 Demand Signal ........................................................................................ 50 
  6.1.2 Examine Federal Procurement Processes ................................... 50 
 6.2 Develop Domestic Supply Chain and End-User Datasets ..... 52 
 6.3 Work With Other Low-Carbon Technologies ................................ 52 
 6.4 Continue Workforce Development ...................................................... 53 

7 Conclusions and Future Work .................................................................. 55 
References ................................................................................................................. 56