2025年十大能源储存成长机会

Top 10 Growth Opportunities for Energy Storage, 2025

出版日期: 2025年04月29日 | 出版商:

Frost & Sullivan | 英文 13 Pages | 商品交期: 最快1-2个工作天内

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简介目录

「能源储存十年」持续强劲成长预测

2020 年代被称为“能源储存十年”，而 2024 年也证实了这一点。电池能源储存的资本支出已从 489 亿美元飙升至 2023 年的 656 亿美元。儘管到 2024 年电池组成本将下降，但所有地区的计划成本都将下降约 10%。正在进行的清洁能源转型促进了间歇性风能和太阳能发电以及石化燃料发电厂的淘汰，这需要关键服务来平衡电网。 BESS 已成为实现此目的最有效的解决方案。预计到 2035 年市场收益将成长四倍以上，达到近 3,000 亿美元。这意味着到 2030 年代末，全球年发电量将从 67.0 吉瓦/165.6 吉瓦时扩大到 277.3 吉瓦/1,100.0 吉瓦时。儘管非电池储存的投资水平较低，但仍存在巨大的成长机会，特别是在实现长时能源储存和工业热电气化方面。

策略要务
十大成长机会
成长机会1：产业竞争加剧
成长机会2：增加太阳能自用
成长机会三：加速产业全球化
成长机会4：人工智慧软体可优化电池调度并提高利润率
成长机会#5：电池健康状况是关键差异化因素
成长机会6：虚拟发电厂（VPP）
成长机会7：商用电池
成长机会#8：支持电动交通的固定电池
成长机会9：监理推动 LDES 的商业案例
成长机会10：能源储存
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简介目录

Product Code: MHB4-27

The Decade of Energy Storage Continues with Strong Growth Forecast

The 2020s have been dubbed the decade of energy storage, and 2024 confirmed this to be true. Battery energy storage CAPEX surged to $65.6 billion, up from $48.9 billion in 2023. This was achieved despite a reduction in battery pack costs in 2024 that meant project costs declined by around 10% across all geographies. The ongoing clean energy transition, driving intermittent wind and solar capacity and the retirement of fossil-fuel-based generation plants, requires critical services to balance the electricity system. BESS has emerged as the most effective solution for this purpose. Market revenues are forecast to more than quadruple to reach just under $300 billion by 2035, scaling from a global annual capacity of 67.0 GW/165.6 GWh to reach 277.3 GW/1,100.0 GWh at the end of the decade. Non-battery storage investment levels are lower, but they represent a significant growth opportunity, particularly to enable longer duration energy storage and the electrification of industrial heat.

Top Growth Opportunities for 2024

Strategic Imperatives
Top 10 Growth Opportunities
Growth Opportunity 1: Competition Intensifies in the Industry
Growth Opportunity 2: Solar-Self Consumption on the Rise
Growth Opportunity 3: Globalisation of the Industry Gains Pace
Growth Opportunity 4: AI-powered Software to Optimize Battery Dispatch and Increase Margins
Growth Opportunity 5: Battery Health as an Area for Differentiation
Growth Opportunity 6: Virtual Power Plants
Growth Opportunity 7: Merchant Batteries
Growth Opportunity 8: Stationary Batteries to Support Electric Transportation
Growth Opportunity 9: Regulations Driving the Business Case for LDES
Growth Opportunity 10: Thermal Energy Storage
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