에너지 분야 블록체인 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, blockchain in energy market size market size in 2026 is estimated at USD 3.46 billion, growing from 2025 value of USD 2.80 billion with 2031 projections showing USD 9.92 billion, growing at 23.48% CAGR over 2026-2031.

This report is Segmented by Application (Payments, Smart Contracts, Digital Identities, Governance, Risk and Compliance (GRC), Other Applications) and Geography

Global Blockchain In Energy Market Trends and Insights

Emergence of Variable Tariffs & P2P Trading

Variable tariffs are replacing flat rates with real-time pricing that reflects supply-demand imbalances, creating arbitrage opportunities for prosumers. Austria's smartCOMMUNITY platform lets households customize power-purchase agreements and trade surplus solar at competitive rates, aligning with the nation's 100% renewable goal by 2030. Japan's KEPCO trial projected USD 18.5 billion in savings from abandoning fixed feed-in tariffs, showing how market-driven pricing can reshape national energy economics. Consortium blockchains deployed in rural microgrids deliver superior paybacks versus traditional net-metering, highlighting the commercial viability of distributed marketplaces. As participation rises, network effects deepen liquidity, accelerating adoption across the blockchain in the energy sector market.

Utility-Backed Blockchain Certificate Programs

Utilities are launching blockchain certificate schemes to comply with renewable mandates while retaining market influence. South Korea's KEPCO partnership is building a national renewable-energy certificate (REC) standard on blockchain, ensuring transparent issuance and trade under regulatory supervision. In Canada, Alectra's GridExchange demonstrates how a utility-operated marketplace pays DER owners for grid support without ceding control. Texas's ERCOT REC program offers a proven trading mechanism that blockchain can enhance rather than replace, signaling that the most scalable deployments will collaborate with, not disrupt, incumbent operators

Scalability & Transaction-Cost Constraints

Legacy proof-of-work chains cannot process the micro-transactions needed for real-time grid balancing. Research on SNARK-based parallel execution shows 10,000-fold throughput gains, hinting at a viable path to utility scale. Solana's proof-of-stake network consumes only 0.00412 Wh per transaction, with total 2024 usage equal to 833 US homes, proving that energy-efficient consensus can cut both emissions and fees. Hybrid blockchains tested for EV energy trading blend proof-of-work security with proof-of-stake efficiency, demonstrating practical solutions for the blockchain in the energy sector market.

Other drivers and restraints analyzed in the detailed report include:

1. VC Funding Surge into Energy-Token Start-ups
2. Token-Based Financing for DER Roll-Outs
3. Fragmented Energy-Data Standards

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Smart contracts for DER flexibility accounted for USD 0.65 billion in 2025 and are poised to grow at a 28.74% CAGR to 2031. This sub-segment automates the dispatch of EV fleets and household batteries, minimizing human intervention and supporting grid stability during peak demand. Payments and P2P energy trading maintained the largest 37.30% share of the blockchain in the energy sector market size in 2025, proving immediate commercial viability for automated billing and settlement. Governance, risk, and compliance solutions are gaining momentum as hourly renewable-energy matching becomes standard in corporate procurement, underscoring the breadth of use cases now captured by the blockchain in the energy sector market.

Integrating AI with blockchain smart contracts is elevating operational efficiency. Microsoft and Flexidao's hourly matching of offshore wind output with data center consumption shows how immutable ledgers prevent double-counting while advanced algorithms maximize synchronicity scores. Digital-identity frameworks relying on zero-knowledge proofs safeguard user privacy as EVs interact with smart grids, and energy-efficiency incentive schemes deliver token rewards for demand-response participation. Together, these evolving applications expand the blockchain in the energy sector industry toolkit and anchor long-term value creation across the grid.

Complete Report Scope:

• By Application
  • Payments
  • Smart Contracts
  • Digital Identities
  • Governance, Risk and Compliance (GRC)
  • Other Applications
• By Geography
  • North America
    • United States
    • Canada
  • Europe
    • United Kingdom
    • Germany
    • Netherlands
    • Rest of Europe
  • Asia-Pacific
    • Japan
    • Australia
    • New Zealand
    • Rest of APAC
  • South America
    • Brazil
    • Mexico
    • Rest of South America
  • Middle East and Africa
    • United Arab Emirates
    • Israel
    • Rest of Middle East and Africa

Geography Analysis

Europe contributed 31.60% of 2025 revenue, cementing its lead through cohesive policy instruments and sizable public outlays. The European Commission's EUR 22.5 million Hamburg heating transition leverages blockchain to verify heat-source provenance, emphasizing state-level commitment to transparent energy systems. Regulatory sandboxes, such as the European Blockchain Sandbox that vetted Enoda's ENSEMBLE platform, lower the compliance cost for innovators and accelerate commercialization. Austria's P2P trading roll-out confirms that consistent policy support translates to commercial adoption and underpins the blockchain in the energy sector market.

Asia-Pacific is the fastest-growing geography, projected at 27.10% CAGR. Japan's revised fund rules allow limited partnerships to hold crypto, channeling domestic capital toward Web3 energy ventures. South Korea's utility consortium is establishing blockchain-based REC markets under ministerial oversight, granting legitimacy that draws additional investment, tokenpost.kr. Australia's vehicle-to-grid tariff research highlights how adaptive rate design maximizes both customer savings and grid support, offering a replicable blueprint for future blockchain platforms.

North America's market advances on large-scale integration. The US Department of Energy's 10-year vehicle-to-grid roadmap prioritizes cybersecurity and smart charging-the foundational layers for blockchain interoperability. California's fast-charging pilots demonstrate cost reductions when renewable integration and grid services are optimized through distributed ledgers. Canada's Alectra GridExchange provides a proof point for utility-operated marketplaces, preserving incumbent roles while embracing new transactional architectures.

1. SAP SE
2. Electron
3. Accenture
4. IBM
5. LO3 Energy
6. GREENEUM
7. Drift Marketplace
8. IOTA Foundation
9. BTL Group
10. Power Ledger
11. ImpactPPA

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Emergence of variable tariffs and P2P trading
  • 4.2.2 Utility-backed blockchain certificate programs
  • 4.2.3 VC funding surge into energy-token start-ups
  • 4.2.4 Token-based financing for DER roll-outs (under-reported)
  • 4.2.5 24/7 carbon-free energy tracking demand (under-reported)
  • 4.2.6 Grid-service monetisation for EV fleets (under-reported)
• 4.3 Market Restraints
  • 4.3.1 Scalability and transaction-cost constraints
  • 4.3.2 Fragmented energy-data standards
  • 4.3.3 Token-price volatility impacting business models (under-reported)
  • 4.3.4 Regulatory uncertainty on energy-token securities (under-reported)
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook (DLT stacks, PoS, PoA)
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Intensity of Competitive Rivalry
  • 4.7.5 Threat of Substitutes

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Application
  • 5.1.1 Payments
  • 5.1.2 Smart Contracts
  • 5.1.3 Digital Identities
  • 5.1.4 Governance, Risk and Compliance (GRC)
  • 5.1.5 Other Applications
• 5.2 By Geography
  • 5.2.1 North America
    • 5.2.1.1 United States
    • 5.2.1.2 Canada
  • 5.2.2 Europe
    • 5.2.2.1 United Kingdom
    • 5.2.2.2 Germany
    • 5.2.2.3 Netherlands
    • 5.2.2.4 Rest of Europe
  • 5.2.3 Asia-Pacific
    • 5.2.3.1 Japan
    • 5.2.3.2 Australia
    • 5.2.3.3 New Zealand
    • 5.2.3.4 Rest of APAC
  • 5.2.4 South America
    • 5.2.4.1 Brazil
    • 5.2.4.2 Mexico
    • 5.2.4.3 Rest of South America
  • 5.2.5 Middle East and Africa
    • 5.2.5.1 United Arab Emirates
    • 5.2.5.2 Israel
    • 5.2.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles {(includes Global level Overview)}
  • 6.4.1 SAP SE
  • 6.4.2 Electron
  • 6.4.3 Accenture
  • 6.4.4 IBM
  • 6.4.5 LO3 Energy
  • 6.4.6 GREENEUM
  • 6.4.7 Drift Marketplace
  • 6.4.8 IOTA Foundation
  • 6.4.9 BTL Group
  • 6.4.10 Power Ledger
  • 6.4.11 ImpactPPA

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment