全球非电池储能（NBES）的增长机会

可再生能源发电是政府、消费者和行业脱碳努力的核心。蓄电解决了可再生能源间歇性等问题，加速了可再生能源的普及，近年来获得了大量投资。未来几年对非电池存储的潜在投资预计将超过数千亿美元，涉及物流、运维 (O&M)、融资等所有技术，我们认为整个价值链存在多个机会，例如作为技术。

本报告提供对全球非电池储能 (NBES) 市场的研究和分析，提供有关市场增长动力和限制、细分和区域分析、主要参与者和增长机会的信息。.

内容

战略要务

• 为什么成长越来越难？
• 战略要务 8 (TM)
• 三大战略要务对 NBES 行业的影响
• 增长机会推动增长管道引擎
• 主要发现
• 分析范围
• 细分

增长机会分析

• 替代能源存储的原因
• NBES 技术比较
• 增长驱动力
• 抑制增长的因素
• NBES技术在全球储能领域的份额
• 全球 NBES 趋势
• 主要竞争对手
• 装机容量预测：按国家/地区分类
• 装机容量预测：按技术分类
• 产能增加预测：按国家/地区分类
• 产能增加预测：按技术分类
• 投资预测：按国家分类
• 投资预测：按技术分类

机械储能

• PSH
• PSH装机容量
• PSH 的优势
• PSH 市场的可能性
• Quidnet Energy 地质力学抽水蓄能 (GPS)

从电到气的储能 (P2G)

• 氢能：为什么要使用氢？
• 氢气应用
• 氢能政策倡议
• 全球氢气进出口潜力
• 氢价值链
• Sun Hydrogen, Inc.
• 氢离子 LOHC Technologies GmbH
• 使用替代存储

压缩空气储能 (CAES)

• CAES
• 等温 CAES

动能储存

• FES
• FES：全球产能增加热点
• Beacon Power, Inc.
• GES
• Energy Vault, Inc.
• 战神

热能存储 (TES)

• TES
• 海姆能源 - Seaborg Technologies
• SaltX 技术
• Viking Cold Solutions, Inc.

电容器

• 电容器
• 装机容量
• 超级电容器 - 独特的应用
• Skeleton Technologies, Inc.
• UCAP 电力公司

按国家/地区分析

• 美国
• 中国
• 德国
• 西班牙
• 意大利
• 英国
• 世界其他地区

增长机会领域

• 增长机会 1：参与价值链
• 增长机会 2：抽水蓄能 - 服务/改造
• 增长机会 3：储能即服务
• 增长机会 4：氢气运输
• 增长机遇五：储能係统技术支持
• 图表列表
• 免责声明

Net-zero Goals to Drive Future Growth Potential

Renewable power generation has been central to decarbonization initiatives by governments and the commercial and industrial (C&I) sector. Energy storage solutions address the challenges posed by renewable power sources, including intermittency, thereby accelerating the deployment of renewables, which have rightfully gained substantial investments in recent years. Pumped hydro storage, which has dominated long-duration energy storage for more than a century, is now being challenged by other new and promising low-cost, high-efficiency technologies, each with unique benefits for end users.

Forecasts are based on energy storage targets that governments aim to achieve by 2030 to meet their climate change targets; announced projects (where available); and Frost & Sullivan's assessment of the growth potential of energy technologies.

With potential investments in non-battery storage expected to exceed hundreds of billions of dollars over the next few years across all technologies, several opportunities exist across the value chain, including logistics, operations and maintenance (O&M), financing, and technology related to non-battery storage.

The study profiles countries committed to decarbonization and those investing in technology R&D and commercialization. It also highlights companies that have contributed innovative solutions in this space.

Key regions for investment for energy storage technologies have been identified based on investments and interest in a particular technology, either due to its suitability to the geography (or the project) or commercial advancements in the technology.

Research Highlights:

This Frost & Sullivan study highlights the advantages of non-battery technologies over short-duration battery energy storage solutions. It also analyzes the growth opportunities and market potential for well-established industry participants and new entrants.

Key Issues Addressed:

• What is the current status of the global non-battery energy storage market?

• What are the key drivers and restraints affecting market growth? What are the competitive factors in this market?

• Is the market growing; how long will it continue to grow, and at what rate will it grow?

• Which are the key growth regions for non-battery energy storage that market participants can consider for expansion? Which countries are suitable for investments in these regions?

• Who are the key market participants, and what are their innovative business models or solutions?

• How is revenue expected to change over the course of the next few years?

• What avenues are available for strategic investments in the market, and how best can key stakeholders benefit from them?

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the NBES Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Key Findings
• Scope of Analysis
• Segmentation

Growth Opportunity Analysis

• Why Alternative Energy Storage?
• Comparison of NBES Technologies
• Growth Drivers
• Growth Restraints
• Share of NBES Technologies in Global Energy Storage
• Global NBES Trends
• Key Competitors
• Installed Capacity Forecast by Country
• Installed Capacity Forecast by Technology
• Capacity Addition Forecast by Country
• Capacity Addition Forecast by Technology
• Investment Forecast by Country
• Investment Forecast by Technology

Mechanical Energy Storage

• PSH
• PSH Installed Capacity
• Advantages of PSH
• PSH Market Potential
• Quidnet Energy's Geomechanical Pumped Storage (GPS)

Power-to-Gas Energy Storage (P2G)

• Power to Hydrogen-Why Hydrogen?
• Hydrogen Applications
• Hydrogen-Policy Initiatives
• Global Hydrogen Export-Import Potential
• Hydrogen Value Chain
• SunHydrogen, Inc.
• Hydrogenious LOHC Technologies GmbH
• Use of Alternatives for Storage

Compressed Air Energy Storage (CAES)

• CAES
• CAES (continued)
• Isothermal CAES

Kinetic Energy Storage

• FES
• FES-Global Hotspots for Capacity Addition
• Beacon Power, Inc.
• GES
• Energy Vault, Inc.
• Ares

Thermal Energy Storage (TES)

• TES
• TES (continued)
• TES (continued)
• Hyme Energy-Seaborg Technologies
• SaltX Technology
• Viking Cold Solutions, Inc.

Capacitors

• Capacitors
• Installed Capacity
• Ultracapacitors-Unique Applications
• Skeleton Technologies, Inc.
• UCAP Power, Inc.

Country Analysis

• The United States
• China
• Germany
• Spain
• Italy
• The United Kingdom
• RoW

Growth Opportunity Universe

• Growth Opportunity 1: Value Chain Participation
• Growth Opportunity 1: Value Chain Participation (continued)
• Growth Opportunity 2: Pumped Hydro Storage - Services/Retrofits
• Growth Opportunity 2: Pumped Hydro Storage - Services/Retrofits (continued)
• Growth Opportunity 3: Energy Storage-as-a-Service
• Growth Opportunity 3: Energy Storage-as-a-Service (continued)
• Growth Opportunity 4: Hydrogen Transport
• Growth Opportunity 4: Hydrogen Transport (continued)
• Growth Opportunity 5: Technology Support for Energy Storage Systems
• Growth Opportunity 5: Technology Support for Energy Storage Systems (continued)
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer