引入综合净现值框架

A tool for rethinking value in US light manufacturing investments Authors and Acknowledgments Authors Valeriya AzarovaNabil BennounaMegan GrossThomas Kwan,Schneider ElectricSilvia Madeddu,Schneider Electric Authors listed alphabetically. All authors from RMI unless otherwise noted. ContactNabil Bennouna,nbennouna@rmi.org Thomas Kwan,SRI@se.com Copyrights and CitationValeriya Azarova, Nabil Bennouna, Megan Gross, Thomas Kwan, Silvia Madeddu, Corey Stewart, Introducing the Integrated Net Present Value Framework: A tool for rethinking value in the US lightmanufacturing investments, RMI, 2025,https://rmi.org/insight/introducing-the-integrated-net-present- RMI values collaboration and aims to accelerate the energy transition through sharing knowledge andinsights. We therefore allow interested parties to reference, share, and cite our work through theCreative Commons CC BY-SA 4.0 license.https://creativecommons.org/licenses/by-sa/4.0/. All images used are from iStock.com unless otherwise noted. AcknowledgmentsWe would like to thank our colleagues who have contributed to this work. In particular, Matthais Kensbock, Christina Pastoria, and Madeline Robbins at RMI and Vincent Petit, Dominik Schneider, Neil Smith, AndreasBruells, and Axel Kather from Schneider Electric each played a vital role in shaping the research and ideas We also thank our strategic partners at CPG companies for their support and thoughtful contributions.Their guidance and engagement throughout the development of this report have been invaluable, DisclaimerThis report reflects RMI’s independent conclusions and insights, free of influence from commissioning or other entities. Schneider Electric consulted on findings and provided critical market intelligence for Schneider Electric is a global energy technology leader, driving efficiency and sustainability by electrifying,automating, and digitalizing industries, businesses, and homes. Its technologies enable buildings, datacenters, factories, infrastructure, and grids to operate as open, interconnected ecosystems, enhancingperformance, resilience, and sustainability. The portfolio includes intelligent devices, software-defined About RMIRocky Mountain Institute (RMI) is an independent, nonpartisan nonprofit founded in 1982 that transforms global energy systems through market-driven solutions to secure a prosperous, resilient, clean energyfuture for all. In collaboration with businesses, policymakers, funders, communities, and other partners,RMI drives investment to scale clean energy solutions, reduce energy waste, and boost access to Contents Executive Summary Light industry is uniquely positioned to benefit from energy innovation. . . . . . . . . . . . . . . . . . .7Despite technological maturity, investment in innovative technologies lags. . . . . . . . . . . . . . . . .8 A next-generation decision support tool will help companies capture unmonetized value.........9 2The iNPV Framework The iNPV framework charts a path for companies to account for fragmented value streams indecision-making. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Operational flexibility: Value streams are often accounted for in existing decision-makingframeworks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 Market differentiation: Electrification can unlock upside potential and additional revenue streams...17 3Worked Example: Applying iNPV to Dairy Production Step 1: Identify the facility’s most energy-intensive processes.........................22Step 2: Assess electrification, automation, and smart manufacturing investment opportunities. . .23 4Strategies for Realizing Monetization Opportunities in Practice Systemic barriers may continue to hinder technology adoption. . . . . . . . . . . . . . . . . . . . . . . .29Regionally focused, sector-specific coalition building is the key to overcoming challenges. . . . . . .30 5Roadmap for Action The path forward.....................................................33 Executive Summary The US light manufacturing sector is on the cusp of a great transformation.iElectrification, automation, andsmart manufacturing open the door to unprecedented value creation. However, legacy decision-makingprocesses are often ill-equipped to account for the complex benefits of process modernization investments— even though decision makers themselves are aware of these new sources of value. Morgan Stanley found This report introduces theIntegrated Net Present Value (iNPV) frameworkto bridge the gap betweenwhat decision makers know and what they can factor into quantitative hurdle rates to make betterinformed investment decisions. Traditional cost-benefit analyses consistently undervalue the total benefits The iNPV framework is a next-generation quantitative approach that offers a more holistic evaluation of thebenefits of electrification, autom