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市场调查报告书
商品编码
1610980

电池能源储存系统(BESS) 产业的成长机会

Growth Opportunities in the Battery Energy Storage Systems Industry
出版日期: | 出版商: Frost & Sullivan | 英文 69 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

先进的数位技术推动表前和电錶后端应用的转型

电池能源储存系统（BESS）对于实现能源转型至关重要。它的实施对于提供电力系统灵活性以支援主要依靠可变可再生能源 (RE) 的更高电气化至关重要。在电錶后端（BTM）层面，电池还可以帮助最终用户最大限度地提高现场可再生能源发电、更有效地管理能源需求、控製成本并减少碳排放，它被越来越多地视为减少碳排放的重要技术。

BESS已进入加速成长期。预计2023年至2035年全球年装置容量将以30.5%的复合年增长率成长，累积容量达到240.63GW或1.69TW。产能部署将以电网规模电池主导，占新增产能的70-80%。儘管中短期投资机会仍集中在中国、北美和欧洲，但到2035年，印度和南美、东亚、澳洲、纽西兰、亚太地区和拉丁美洲将成为BESS投资的有吸引力的目的地。 。

太阳能电池和蓄电池的价格降低、国产含量的提升、电动车以及 ESG 透明度的提高，正在为市场的更大活力和差异化创造新的机会。随着行业的成熟和电池被证明适合广泛的应用，重点是提高效率、盈利和永续性。许多基于人工智慧和分析的解决方案正在改变市场，提高电池性能、製造效率、贸易、能源优化和循环性。

Frost & Sullivan 的分析提供了按最终用户细分市场到 2035 年 BESS 容量和投资将如何发展的区域级预测和见解。讨论了供应、技术、经营模式和使用案例的关键驱动因素和趋势。此外，它还强调了行业参与者的成长机会。

目录

生态系统

  • 分析范围
  • 区域分割
  • 最终用户细分
  • 最终用户的使用情况
  • 使用的定义
  • 住宅和工商业 BESS 应用的定义

战略问题

  • 为什么成长如此困难？
  • The Strategic Imperative 8（TM）
  • BESS产业三大策略挑战的影响
  • 主要发现

趋势分析

  • 塑造 BESS 产业的主要趋势
  • 趋势一——人工智慧改变BESS价值链
  • 趋势2－促进BTM家庭消费的奖励和法规
  • 趋势三——VPP发挥BTM储存的付加
  • 趋势四－太阳能+储能，电錶两侧的完美结合
  • 趋势 5 – 锂的替代品
  • 趋势六－支援交通电气化的电池
  • 趋势 7 – 高电池透明度和 ESG课责
  • 趋势 8 – 预测性 BESS 分析

成长机会分析

  • 成长指标
  • 生长促进因子
  • 成长抑制因素
  • 主要电池储能係统供应商
  • 预测考虑因素
  • 累积储存容量成长
  • 累积发电容量成长
  • 年发电产能预测
  • 年储存产能预测
  • 资本投资产能预测
  • 产能预测分析
  • 价格趋势和预测分析

区域分析

  • 区域分析 - 北美
  • 区域分析 - 欧洲
  • 区域分析 - 澳洲、纽西兰和太平洋地区
  • 区域分析-中国
  • 区域分析 - 东亚
  • 区域分析 - 印度/南亚
  • 区域分析 - 东协
  • 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 - 俄罗斯和独联体

成长机会领域

  • 成长机会1：太阳能+储存维修
  • 成长机会2：BESS作为电动交通的燃料
  • 成长机会3：ESaaS（能源储存即服务）
  • 成长机会 4：用于 BESS 优化的人工智慧和基于高级分析的平台
  • 成长机会5：电网规模BESS形成可再生能源购电协议

附录与后续步骤

  • 成长机会的好处和影响
  • 行动项目和后续步骤
  • 附件清单
  • 免责声明
简介目录
Product Code: MH99-27

Advanced Digital Technologies are Driving Transformational Growth for Front- and Behind-the-meter Applications

Battery energy storage systems (BESS) are crucial in enabling the energy transition. Their deployment is essential to providing electricity systems' flexibility to support higher electrification, relying primarily on variable renewable energy (RE) sources. At the behind-the-meter (BTM) level, batteries are also increasingly recognized as a critical technology for end users to maximize on-site RE generation, manage energy demand more efficiently, control costs, and reduce carbon footprint.

BESSs have entered a period of accelerated growth. Global annual deployments are set to expand at a 30.5% CAGR from 2023 to 2035, reaching 240.63 GW with 1.69 TW of cumulative capacity. Capacity deployments will be led by grid-scale batteries, accounting for between 70-80% of new capacity. While short-mid opportunities remain concentrated in China, North America, and Europe, by 2035, India and South Asia; East Asia; Australia, New Zealand, and the Pacific; and Latin America will have become attractive destinations for BESS investments.

The solar and battery low-price scenario, the push for domestic content, electric mobility, and higher transparency on ESGs are injecting extra dynamism into the market and new opportunities for differentiation. As the industry matures and batteries prove to be the right fit for a wide range of applications, the focus is on increasing efficiency, profitability, and sustainability. Numerous AI and analytics-based solutions are transforming the market, bringing gains in battery performance, manufacturing efficiency, trading, energy optimization, and circularity.

This Frost & Sullivan analysis provides a regional-level forecast and examination of how BESS capacity and investments will evolve by 2035 split by end-user segment. It discusses the main drivers and trends in supply, technology, business models, and use cases. In addition, it highlights growth opportunities for industry participants.

Table of Contents

Ecosystem

  • Scope of Analysis
  • Regional Segmentation
  • End-user Segmentation
  • Applications by End User
  • Application Definitions for
  • Application Definitions for Residential and C&I BESSs

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the BESS Industry
  • Key Findings

Trend Analysis

  • Key Trends Shaping the BESS Industry
  • Trend 1-AI Revolutionizing the BESS Value Chain
  • Trend 2-Carrots and Sticks to Foster BTM Self-consumption
  • Trend 3-VPPs to Unlock Extra Value from BTM Storage
  • Trend 4-Solar-plus-storage, the Perfect Match for Both Sides of the Meter
  • Trend 5-Alternatives to Lithium
  • Trend 6-Batteries Supporting Transport Electrification
  • Trend 7-Higher Transparency and ESG Accountability for Batteries
  • Trend 8-Predictive BESS Analytics

Growth Opportunity Analysis

  • Growth Metrics
  • Growth Drivers
  • Growth Restraints
  • Key BESS Suppliers
  • Forecast Considerations
  • Cumulative Storage Capacity Growth
  • Cumulative Power Capacity Growth
  • Annual Power Capacity Forecast
  • Annual Storage Capacity Forecast
  • Capex Capacity Forecast
  • Capacity Forecast Analysis
  • Pricing Trends and Forecast Analysis

Regional Analysis

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

Growth Opportunity Universe

  • Growth Opportunity 1: Solar-plus-storage Retrofits
  • Growth Opportunity 2: BESS to Fuel Electric Transportation
  • Growth Opportunity 3: Energy Storage-as-a-Service
  • Growth Opportunity 4: AI and Advanced Analytics-based Platforms for BESS Optimization
  • Growth Opportunity 5: Grid-scale BESS to Shape Renewable Energy Power Purchase Agreements

Appendix & Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Action Items & Next Steps
  • List of Exhibits
  • Legal Disclaimer