3Q 2019

Market Data: Transactive Energy Global Forecasts

Transactive Energy Platform Adoption and Total Addressable Market for the Commercial and Industrial and Residential DER Output Segments

Many people are well aware of transactive energy (TE) and flexibility. These issues have been topics of discussion for a decade. Since 2016, a rash of startups have announced plans to launch TE platforms. Most companies secure only a single project. Others fail to secure a single project. With the market 4 years old, a handful of vendors are emerging as leading players and are active in multiple markets worldwide.

Previous reports have introduced TE and opportunities and expectations for TE markets. Though TE has been considered for distribution network management for almost 2 decades, the market started to take off in 2016. With no mature business model, it is difficult to attribute specific revenue streams to TE. However, it is possible to provide a realistic assumption on total addressable market. This study investigates market factors that potentially hold influence.

This Navigant Research report complements previous work by discussing current developments in TE. Particularly significant developments include the regulatory hurdles that have slowed the growth of the sector, the difficulty startups face when attempting to scale beyond proofs of concept, and how TE is shifting from true peer-to-peer (P2P) trading to an innovative use of consumption and production data to better engage customers. The study includes a revised potential size of the future global TE market. Market forecasts, segmented by total addressable markets for residential and C&I customers extend through 2028.

Pages 34
Tables | Charts | Figures 63
  • What is transactive energy (TE)?
  • What is driving the development of TE markets?
  • What barriers are hindering the growth of ubiquitous TE markets?
  • Where will TE markets evolve first and why?
  • What is the potential size of the future global TE market?
  • Utilities
  • Energy trading software developers
  • Energy software vendors
  • Distribution system operators
  • Distributed energy resources (DER) manufacturers
  • Standards development associations
  • Regulators
  • Investor community

1. Executive Summary

1.1   Overview

1.2   Forecast Highlights

2. Data Assumptions

2.1   Market Overview

2.1.1   The Blockchain Bubble

2.1.2   Grid-Focused TE

2.1.3   Customer-Focused TE Shift

2.1.4   One Approach to DER Management

2.2   Market Drivers

2.3   Market Barriers

3. Market Forecasts

3.1   TE Markets Evolution

3.1.1   Aggregators and Smaller DER in Energy Markets

3.1.2   TE Markets and Maturing Aggregation

3.1.3   Individual Residential Customers

3.1.4   Geography

3.2   World TE Markets Forecast

3.3   Conclusions and Recommendations

3.3.1   Innovate Around Flexibility by Exploring Multiple Business Models

3.3.2   TE Adoption to Vary Across Geographies

3.3.3   Do Not Overcomplicate from a Customer Perspective

3.3.4   Overcome Customers’ Apathy and Misunderstanding

3.3.5   Customer Privacy Must Stay Front of Mind

3.3.6   Choose Partners Wisely

4. Acronym and Abbreviation List

5. Table of Contents

6. Table of Charts and Figures

7. Scope of Study, Sources and Methodology, Notes
  • Annual Value of Power Traded on TE Platform by Segment, World Markets: 2019-2028
  • Annual Blockchain-Based TE Projects Announced by Region, World Markets: 2010-2019
  • Number of Unique Blockchain Vendors that Deployed a TE Project by Year, World Markets: 2010-2019
  • Annual Expected C&I Output by Segment, World Markets: 2019-2028
  • Annual Expected Residential Output by Segment, World Markets: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, World Markets: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, World Markets: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, World Markets: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, North America: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, Europe: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, Asia Pacific: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, Latin America: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, Middle East & Africa: 2019-2028
  • Annual Expected C&I Output by Segment, North America: 2019-2028
  • Annual Expected Residential Output by Segment, North America: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, North America: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, North America: 2019-2028
  • Annual Expected C&I Output by Segment, Europe: 2019-2028
  • Annual Expected Residential Output by Segment, Europe: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, Europe: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, Europe: 2019-2028
  • Annual Expected C&I Output by Segment, Asia Pacific: 2019-2028
  • Annual Expected Residential Output by Segment, Asia Pacific: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, Asia Pacific: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, Asia Pacific: 2019-2028
  • Annual Expected C&I Output by Segment, Latin America: 2019-2028
  • Annual Expected Residential Output by Segment, Latin America: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, Latin America: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, Latin America: 2019-2028
  • Annual Expected C&I Output by Segment, Middle East & Africa: 2019-2028
  • Annual Expected Residential Output by Segment, Middle East & Africa: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, Middle East & Africa: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, Middle East & Africa: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, World Markets: 2019-2028
  • Annual Expected C&I Output by Segment, World Markets: 2019-2028
  • Annual Expected Residential Output by Segment, World Markets: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, World Markets: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, World Markets: 2019-2028
  • Annual Expected C&I Output by Segment, North America: 2019-2028
  • Annual Expected Residential Output by Segment, North America: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, North America: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, North America: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, North America: 2019-2028
  • Annual Expected C&I Output by Segment, Europe: 2019-2028
  • Annual Expected Residential Output by Segment, Europe: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, Europe: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, Europe: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, Europe: 2019-2028
  • Annual Expected C&I Output by Segment, Asia Pacific: 2019-2028
  • Annual Expected Residential Output by Segment, Asia Pacific: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, Asia Pacific: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, Asia Pacific: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, Asia Pacific: 2019-2028
  • Annual Expected C&I Output by Segment, Latin America: 2019-2028
  • Annual Expected Residential Output by Segment, Latin America: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, Latin America: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, Latin America: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, Latin America: 2019-2028
  • Annual Expected C&I Output by Segment, Middle East & Africa: 2019-2028
  • Annual Expected Residential Output by Segment, Middle East & Africa: 2019-2028
  • Annual Expected C&I Total Value of Power Available by Segment, Middle East & Africa: 2019-2028
  • Annual Expected Residential Total Value of Power Available by Segment, Middle East & Africa: 2019-2028
  • Annual Value of Power Traded on TE Platform by Segment, Middle East & Africa: 2019-2028
Choose a License Type

(1-5 users)

(Unlimited users)

$3,950 USD
$5,925 USD