电网规模电池储存 (BESS) 产业的成长机会

Growth Opportunities for the Grid-scale Battery Energy Storage Systems (BESS) Industry

出版日期: 2024年09月04日 | 出版商:

Frost & Sullivan | 英文 84 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

灵活性时代正接近主流，竞争日益加剧，需要新的策略来获取价值。

2023年，全球电网规模储能係统（BESS）部署经历了前所未有的成长，较2022年成长了159.5%。 2024年新增装置容量将达到4184万千瓦/10467万吉瓦时，再创纪录。

在风能和太阳能的成长以及对电网灵活性的需求的推动下，BESS 已成为成长最快的清洁能源技术。各国政府、电网营运商和监管机构正在认识到能源储存的多重好处，并正在推进法规和奖励以支持采用该技术，儘管速度各不相同。北美、欧洲、澳新、中国是最重要的发展地区，日本、印度、土耳其、智利、南非、以色列等国家正处于发展的转捩点。

低价场景、对国产内容的推动以及更高的 ESG 透明度正在为该行业注入更多活力。 Frost & Sullivan预测，到2030年，电网规模BESS的累积容量将成长约8倍，达到549.93GW/1,549.02GWh。

本研究提供了 2035 年电网规模 BESS 容量和投资将如何演变的区域层级预测和分析。讨论了关键驱动因素和阻碍因素、供应和技术趋势、经营模式和使用案例。此外，它还强调了行业参与者的成长机会。

塑造产业的主要趋势
趋势1-AI将彻底改变BESS价值链
趋势 2 - 透过长寿命系统加强能源转型
趋势 3 – 提高电池透明度和 ESG责任制
趋势四——太阳能+储能，完美结合
趋势5-BESS保证全年365天、每天24小时清洁电子产品
趋势六——优化服务需求不断增加
趋势7-电动车二次电池的问题
趋势 8 - 锂的替代品
趋势九：BESS维修火力发电厂

成长机会分析

电网规模BESS组件
电网规模BESS价值链
电网规模BESS主要供应商
电网规模BESS的主要应用
成长指标
生长促进因子
促生长因素分析－间歇性RE扩张
促进成长因素分析－电池产能扩张
成长促进因素分析－降低成本
成长动力分析－支持政策、奖励和市场驱动力
成长阻碍因素
预测假设
累积发电容量成长
累积电量预测
年度新增发电容量预测
年度能源新增容量预测
年度能源产能预测（按地区）
资本投资预测
产能预测分析
价格趋势和预测分析

区域分析

区域分析-市场现状
区域分析 - 北美
按次区域分類的年产能增量 - 北美
区域分析 - 欧洲
按次区域分類的年产能增量 - 欧洲
区域分析 - 澳洲 - 纽西兰和太平洋地区
按次区域分類的年产能增量 - 澳洲、纽西兰和太平洋地区
区域分析-中国
年新增产能 - 中国
区域分析 - 东亚
按次区域分類的年产能增量 - 东亚
区域分析 - 印度和南亚
按次区域分類的年产能增量 - 印度和南亚
区域分析 - 东协
按次区域分類的年产能增量 - 东协
区域分析 - 中东/北非
按次区域分類的年产能增加 - 中东/北非
区域分析 - 拉丁美洲
按次区域分類的年产能增加 - 拉丁美洲
区域分析 - 撒哈拉以南非洲
按次区域分類的年度新增产能 - 撒哈拉以南非洲
区域分析-俄罗斯/独联体
按次区域分類的年产能增量 - 俄罗斯和独联体

存取控制解决方案的成长机会世界

成长机会 1 用于 BESS 优化的人工智慧和基于高级分析的平台
成长机会 2 物联网边缘平台促进 BESS 集成
增长机会 3 聚合器的储存即即服务
BESS 形成成长机会的 4PPA
图表列表
免责声明

简介目录

Product Code: KA8A-27

The Era of Flexibility is Approaching the Mainstream, Intensifying Competition and Requiring New Strategies to Capture Value

Global grid-scale battery energy storage system (BESS) deployment experienced unprecedented growth in 2023, expanding 159.5% from 2022. The year 2024 will break another record in new installations, with deployments of 41.84 GW/104.67 GWh.

BESS has rapidly become the fastest-growing clean energy technology, driven by the growth of wind and solar and the need for grid flexibility. Governments, system operators, and regulators recognize the diverse benefits of energy storage and are advancing regulations and incentives to support the technology's deployment, albeit at varying rates. While North America, Europe, Australia and New Zealand (ANZ), and China are the most important regions for development, Japan, India, Turkey, Chile, South Africa, and Israel, among other countries, are at a turning point in terms of development and poised for considerable growth.

The low-price scenario and the push for domestic content and higher ESG transparency are injecting additional dynamism into the industry. Frost & Sullivan forecasts cumulative grid-scale BESS capacity to grow nearly eight-fold, reaching 549.93 GW/1,549.02 GWh by 2030.

This study provides a regional-level forecast and analysis of how grid-scale BESS capacity and investments will evolve by 2035. It discusses the main drivers and restraints, supply and technology trends, business models, and use cases. In addition, it highlights growth opportunities for industry participants.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Grid-scale BESS Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Ecosystem

Scope of Analysis
Regional Segmentation
Key Findings

Trend Analysis

Key Trends Shaping the Industry
Trend 1-AI Revolutionizing the BESS Value Chain
Trend 2-Stronger Emphasis on Energy Shifting with Longer-duration Systems
Trend 3-Greater Transparency and ESG Accountability for Batteries
Trend 4-Solar-Plus-Storage, the Perfect Match
Trend 5-BESS to Guarantee 24/7 Clean Electrons
Trend 6-Higher Demand for Optimization Services
Trend 7-Challenging Outlook for EV Second-life Batteries
Trend 8-The Alternatives to Lithium
Trend 9-Thermal Power Plant Retrofits with BESS

Growth Opportunity Analysis

Grid-scale BESS Components
Grid-scale BESS Value Chain
Key Grid-scale BESS Suppliers
Key Applications for Grid-scale BESS
Growth Metrics
Growth Drivers
Growth Driver Analysis-Expansion of Intermittent RE
Growth Driver Analysis-Battery Production Capacity Expansion
Growth Driver Analysis-Cost Declines
Growth Driver Analysis-Supportive Policies, Incentives, and Market Regulations
Growth Restraints
Forecast Assumptions
Cumulative Power Capacity Growth
Cumulative Power Capacity Forecast
Annual Power Capacity Additions Forecast
Annual Energy Capacity Additions Forecast
Annual Energy Capacity Forecast by Region
Capex Forecast
Capacity Forecast Analysis
Pricing Trends and Forecast Analysis

Regional Analysis

Regional Analysis-Market Status
Regional Analysis-North America
Annual Additions by Sub-region-North America
Regional Analysis-Europe
Annual Additions by Sub-region-Europe
Regional Analysis-ANZ & Pacific
Annual Additions by Sub-region-ANZ & Pacific
Regional Analysis-China
Annual Additions-China
Regional Analysis-East Asia
Annual Additions by Sub-region-East Asia
Regional Analysis-India & South Asia
Annual Additions by Sub-region-India & South Asia
Regional Analysis-ASEAN
Annual Additions by Sub-region-ASEAN
Regional Analysis-Middle East & North Africa
Annual Additions by Sub-region-Middle East & North Africa
Regional Analysis-Latin America
Annual Additions by Sub-region-Latin America
Regional Analysis-Sub-Saharan Africa
Annual Additions by Sub-region-Sub-Saharan Africa
Regional Analysis-Russia & CIS
Annual Additions by Sub-region-Russia & CIS

Growth Opportunity Universe in Access Control Solutions

Growth Opportunity 1AI and Advanced Analytics-based Platforms for BESS Optimization
Growth Opportunity 2IoT Edge Platforms to Expedite BESS Integration
Growth Opportunity 3Storage-as-a-Service for Aggregators
Growth Opportunity 4BESS to Shape PPAs
List of Exhibits
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