미국의 에너지 전환 시장 규모, 점유율, 동향 분석 보고서 : 유형별, 부문별, 지역별, 부문별 예측(2025-2033년)

U.S. Energy Transition Market Summary

The U.S. energy transition market size was estimated at USD 0.52 trillion in 2024 and is projected to reach USD 1.18 trillion by 2033, growing at a CAGR of 10.1% from 2025 to 2033. The market reflects the nation's ongoing shift from fossil fuel-based systems to cleaner, more sustainable energy sources.

Key drivers include federal decarbonization targets, the Inflation Reduction Act (IRA), and growing investor and consumer demand for green energy. Utility-scale solar and wind installations, grid modernization programs, and electric vehicle (EV) infrastructure deployment are accelerating the domestic transition. In addition, state-level mandates, tax incentives, and carbon-reduction initiatives create a supportive environment for clean energy investment and adoption.

The U.S. energy transition market spans sectors such as power generation, transportation, manufacturing, and buildings, with growing adoption of renewables, battery storage, hydrogen, and carbon capture solutions. Although fossil fuels still account for a significant share of energy supply, market momentum is shifting due to climate resilience efforts and the pursuit of energy independence. Key regions, including California, Texas, and the Northeast, are leading with aggressive clean energy goals and infrastructure buildouts. With active participation from federal agencies, utilities, startups, and industrial players, the U.S. is becoming a central player in advancing energy innovation and decarbonization. The combination of policy support, financial incentives, and market readiness positions the U.S. energy transition market for sustained growth over the coming decade.

U.S. Energy Transition Market Report Segmentation

This report forecasts revenue growth at the country level and provides an analysis of the latest industry trends in each of the sub-segments from 2021 to 2033. For this study, Grand View Research has segmented the U.S. energy transition market report based on the type, sector and country:

• Type Outlook (Revenue, USD Trillion, 2021 - 2033)
• Renewable Energy
• Electrification
• Energy Efficiency
• Others
• Sector Outlook (Revenue, USD Trillion, 2021 - 2033)
• Power & Utility
• Transportation
• Others

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Market Segmentation & Scope
• 1.2. Market Definition
• 1.3. Information Procurement
  • 1.3.1. Information Analysis
  • 1.3.2. Market Formulation & Data Visualization
  • 1.3.3. Data Validation & Publishing
• 1.4. Research Scope and Assumptions
  • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

• 2.1. Market Snapshot
• 2.2. Segmental Outlook
• 2.3. Competitive Outlook

Chapter 3. Market Variables, Trends, and Scope

• 3.1. Market Lineage Outlook
• 3.2. Penetration & Growth Prospect Mapping
• 3.3. Value Chain Analysis
• 3.4. Regulatory Framework
  • 3.4.1. Standards & Compliance
  • 3.4.2. Regulatory Impact Analysis
• 3.5. Market Dynamics
  • 3.5.1. Market Driver Analysis
  • 3.5.2. Market Restraint Analysis
  • 3.5.3. Market Opportunities
  • 3.5.4. Market Challenges
• 3.6. Porter's Five Forces Analysis
  • 3.6.1. Bargaining Power of Suppliers
  • 3.6.2. Bargaining Power of Buyers
  • 3.6.3. Threat of Substitution
  • 3.6.4. Threat of New Entrants
  • 3.6.5. Competitive Rivalry
• 3.7. PESTLE Analysis
  • 3.7.1. Political
  • 3.7.2. Economic
  • 3.7.3. Social Landscape
  • 3.7.4. Technology
  • 3.7.5. Environmental
  • 3.7.6. Legal

Chapter 4. U.S. Energy Transition Market: Type Estimates & Trend Analysis

• 4.1. U.S. Energy Transition Market: Type Movement Analysis, 2024 & 2033
• 4.2. Renewable Energy
  • 4.2.1. Market estimates and forecasts, 2021 - 2033 (USD Trillion)
• 4.3. Electrification
  • 4.3.1. Market estimates and forecasts, 2021 - 2033 (USD Trillion)
• 4.4. Energy Efficiency
  • 4.4.1. Market estimates and forecasts, 2021 - 2033 (USD Trillion)
• 4.5. Others
  • 4.5.1. Market estimates and forecasts, 2021 - 2033 (USD Trillion)

Chapter 5. U.S. Energy Transition Market: Sector Estimates & Trend Analysis

• 5.1. U.S. Energy Transition Market: Sector Movement Analysis, 2024 & 2033
• 5.2. Power & Utility
  • 5.2.1. Market estimates and forecasts, 2021 - 2033 (USD Trillion)
• 5.3. Transportation
  • 5.3.1. Market estimates and forecasts, 2021 - 2033 (USD Trillion)
• 5.4. Others
  • 5.4.1. Market estimates and forecasts, 2021 - 2033 (USD Trillion)

Chapter 6. Competitive Landscape

• 6.1. Recent Developments By Key Market Participants
• 6.2. Company Categorization
• 6.3. List of Key Component Suppliers & Channel Partners
• 6.4. Company Market Share & Positioning Analysis, 2024
• 6.5. Heat Map Analysis
• 6.6. Vendor Landscape
  • 6.6.1. List of Raw Material Suppliers
  • 6.6.2. List of Distributors/Traders
  • 6.6.3. List of Other Prominent Manufacturers
• 6.7. List of Prospective End Users
• 6.8. Strategy Mapping
• 6.9. Company Profiles/Listing
  • 6.9.1. NextEra Energy, Inc.
    • 6.9.1.1. Company Overview
    • 6.9.1.2. Financial Performance
    • 6.9.1.3. Product Benchmarking
  • 6.9.2. Tesla, Inc.
    • 6.9.2.1. Company Overview
    • 6.9.2.2. Financial Performance
    • 6.9.2.3. Product Benchmarking
  • 6.9.3. First Solar, Inc.
    • 6.9.3.1. Company Overview
    • 6.9.3.2. Financial Performance
    • 6.9.3.3. Product Benchmarking
  • 6.9.4. Enphase Energy, Inc.
    • 6.9.4.1. Company Overview
    • 6.9.4.2. Financial Performance
    • 6.9.4.3. Product Benchmarking
  • 6.9.5. Fluence Energy, Inc.
    • 6.9.5.1. Company Overview
    • 6.9.5.2. Financial Performance
    • 6.9.5.3. Product Benchmarking
  • 6.9.6. Plug Power Inc.
    • 6.9.6.1. Company Overview
    • 6.9.6.2. Financial Performance
    • 6.9.6.3. Product Benchmarking
  • 6.9.7. Air Products & Chemicals, Inc.
    • 6.9.7.1. Company Overview
    • 6.9.7.2. Financial Performance
    • 6.9.7.3. Product Benchmarking
  • 6.9.8. GE Vernova
    • 6.9.8.1. Company Overview
    • 6.9.8.2. Financial Performance
    • 6.9.8.3. Product Benchmarking
  • 6.9.9. Constellation Energy
    • 6.9.9.1. Company Overview
    • 6.9.9.2. Financial Performance
    • 6.9.9.3. Product Benchmarking
  • 6.9.10. Brookfield Renewable Partners
    • 6.9.10.1. Company Overview
    • 6.9.10.2. Financial Performance
    • 6.9.10.3. Product Benchmarking