查看购物车
  • Traditional Chinese
  • English
  • Japanese
封面
市场调查报告书
商品编码
1578335

商业和工业电池能源储存系统(BESS) 产业的成长机会

Growth Opportunities in the Commercial & Industrial Battery Energy Storage Systems (BESS) Industry
出版日期: | 出版商: Frost & Sullivan | 英文 87 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

太阳能加储能、充电站和新服务模式推动市场成长

在风能和太阳能的成长以及电网灵活性需求的推动下，电池能源储存系统（BESS）已成为成长最快的清洁能源技术。

虽然商业和工业 (C&I) BESS 部署传统上落后于电网规模和住宅部署，但该行业正在显着增长，尤其是在当前电气化程度不断提高和电池成本下降的环境下。预计2023年市场规模为31.8亿美元，新增装置容量达23.6亿度/4.86吉瓦时。 Frost & Sullivan 预测，到 2030 年，全球工商业 BESS 市场规模将是目前规模的三倍以上，达到 108.8 亿美元，2035 年将达到 216.4 亿美元。 2023年至2035年，BESS年发电量复合年增长率将达20.1%，累积容量达122.97GW。

C&I BESS 的业务案例通常需要组合应用程式来节省成本和收益。这凸显了对先进软体和控制的需求，以实现应用之间的协作最佳化，例如抑低尖峰负载、负载转移、再生能源自消耗和备份。在更先进的能源市场中，将 C&I BESS 纳入 DR 计划、VPP 或透过聚合器提供电网服务的可能性进一步改善了业务案例，推动了电池的采用和市场成长。

本研究提供了 2035 年工商业 BESS 容量和投资将如何变化的区域层级预测和分析。讨论了电池价值链、技术、经营模式和应用的关键驱动因素和趋势。此外，它还确定了行业参与企业从这个新兴市场中受益的成长机会和行动点。

目录

战略必要事项

  • 为什么成长如此困难？
  • The Strategic Imperative 8（TM）
  • 三大战略必要事项对电网级 BESS 产业的影响
  • 成长机会推动Growth Pipeline Engine（TM）

成长机会分析

  • 调查范围
  • 区域分类
  • 主要发现

趋势分析

  • 塑造工商业电池能源储存产业的主要趋势
  • 趋势一：人工智慧改变BESS价值链
  • 趋势二：胡萝卜加大棒促进电池自耗
  • 趋势#3：支援电动车的工商业电池
  • 趋势#4：完美搭配：太阳能+储能与电动车充电
  • 趋势#5：VPP 带来 BTM 储存的付加
  • 趋势#6：提高电池透明度和 ESG课责
  • 趋势#7：对 C&I BESS 最佳化的需求不断增加
  • 趋势#8：改进 BESS 设计

企业行为

  • C&I BESS 自有型号
  • C&I BESS 价值链
  • 主要工商业BESS製造商

成长机会分析

  • C&I BESS的主要用途
  • 成长指标
  • 促进因素
  • 驱动因素分析排放承诺
  • 驱动因素分析 电池产能扩张
  • 驱动因素分析降低成本
  • 促进因素分析：支持政策、奖励、市场规则
  • 促进因素分析工商业太阳能发电扩建
  • 成长抑制因素
  • 预测考虑因素
  • 累积发电量成长
  • 累积发电量预测
  • 年发电量展望
  • 年度能源产能预测
  • 按地区分類的年度能源容量展望
  • 资本支出预测
  • C&I BESS 按国家和应用程式排名前 10 名
  • 产能预测分析
  • 价格趋势和预测分析

区域分析

  • 区域分析 - 欧洲
  • 区域分析 - 北美
  • 区域分析-中国
  • 区域分析 - 南太平洋地区
  • 区域分析 - 印度/南亚
  • 区域分析 - 东亚
  • 区域分析 - 拉丁美洲
  • 区域分析 - 中东/北非
  • 区域分析 - 撒哈拉以南非洲
  • 区域分析-东协
  • 区域分析-俄罗斯/独联体

成长机会宇宙

  • 成长机会一：太阳能发电与储能设施维修
  • 成长机会二：工商业BESS助力油电交通
  • 成长机会3：能源储存即服务
  • 成长机会四：BESS临时电源租赁
  • 成长机会5：C&I BESS一站式服务
  • 附件清单
  • 免责声明
简介目录
Product Code: KAFC-27

Solar-plus-storage, Charging Sites, and New Service Models Propel Market Growth

Battery energy storage systems (BESS) have rapidly become the fastest-growing clean energy technology driven by the growth of wind and solar and the need for grid flexibility.

While commercial and industrial (C&I) BESS installations have traditionally lagged behind grid-scale and residential deployments, the sector holds considerable opportunity, especially in the present context of increasing electrification and decreasing battery costs. In 2023, the market was estimated at $3.18 billion, with newly installed capacity reaching 2.36 GW/4.86 GWh. Frost & Sullivan forecasts the global C&I BESS market to grow to $10.88 billion by 2030, more than triple its size today, and reach $21.64 billion by 2035. BESS's annual power capacity will register a CAGR of 20.1% from 2023 to 2035, achieving 122.97 GW of cumulative capacity.

The business case for C&I BESS typically requires a combination of applications to drive cost savings and revenues. This highlights a demand for advanced software and controls for co-optimization across applications, typically peak shaving, load shifting, RE self-consumption, and backup. In more advanced energy markets, the possibility of enrolling C&I BESS in DR programs or VPPs or providing grid services through aggregators further improves the business case, expediting the adoption of batteries and market growth.

This study provides a regional-level forecast and analysis of how C&I BESS capacity and investments will evolve by 2035. It discusses the main drivers and trends in the battery value chain, technology, business models, and applications. In addition, it highlights growth opportunities and action points for industry participants to reap the benefits of this developing market.

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 Grid-scale BESS Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

  • Scope of Analysis
  • Regional Segmentation
  • Key Findings

Trend Analysis

  • Key Trends Shaping the C&I Battery Energy Storage Industry
  • Trend #1: AI Revolutionizing the BESS Value Chain
  • Trend #2: Carrots and Sticks to Foster Self-consumption with Batteries
  • Trend #3: C&I Batteries to Support Electromobility
  • Trend #4: The Perfect Match: Solar-plus-storage and EV Charging
  • Trend #5: VPPs to Unlock Extra Value from BTM Storage
  • Trend #6: Higher Transparency and ESG Accountability for Batteries
  • Trend #7: Increasing Demand for C&I BESS Optimization
  • Trend #8: BESS Design Improvements

Companies to Action

  • C&I BESS Ownership Models
  • C&I BESS Value Chain
  • Major C&I BESS Manufacturers

Growth Opportunity Analysis

  • Key Applications for C&I BESS
  • Growth Metrics
  • Growth Drivers
  • Growth Driver Analysis: Emissions Reduction Commitments
  • Growth Driver Analysis: Battery Production Capacity Expansion
  • Growth Driver Analysis: Cost Declines
  • Growth Driver Analysis: Supportive Policies, Incentives, and Market Rules
  • Growth Driver Analysis: Expansion of C&I Solar PV
  • Growth Restraints
  • Forecast Considerations
  • Cumulative Power Capacity Growth
  • Cumulative Power Capacity Forecast
  • Annual Power Capacity Forecast
  • Annual Energy Capacity Forecast
  • Annual Energy Capacity Forecast by Region
  • CAPEX Forecast
  • TOP 10 C&I BESS Countries and Applications
  • Capacity Forecast Analysis
  • Pricing Trends and Forecast Analysis

Regional Analysis

  • Regional Analysis-Europe
  • Regional Analysis-North America
  • Regional Analysis-China
  • Regional Analysis-ANZ & Pacific
  • Regional Analysis-India & South Asia
  • Regional Analysis-East Asia
  • Regional Analysis-Latin America
  • Regional Analysis-Middle East & North Africa
  • Regional Analysis-Sub-Saharan Africa
  • Regional Analysis-ASEAN
  • Regional Analysis-Russia & CIS

Growth Opportunity Universe

  • Growth Opportunity 1: Solar-plus-storage Retrofits
  • Growth Opportunity 2: C&I BESS to Fuel Electric Transportation
  • Growth Opportunity 3: Energy Storage-as-a-Service
  • Growth Opportunity 4: BESS for Temporary Power Rentals
  • Growth Opportunity 5: One-stop Shop for C&I BESS
  • List of Exhibits
  • Legal Disclaimer