长时储能市场机会、成长驱动因素、产业趋势分析及预测（2025-2034年）

Long Duration Energy Storage Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034

出版日期: 2025年11月12日 | 出版商:

Global Market Insights Inc. | 英文 140 Pages | 商品交期: 2-3个工作天内

价格

简介目录

2024年全球长时储能市场价值为31亿美元，预计2034年将以10.6%的复合年增长率成长至87亿美元。

成长的驱动力来自风能和太阳能等再生能源的日益普及，而这些能源需要可靠的储能解决方案来应对波动性。与短时电池不同，长时储能係统（LDES）可以储存能量长达10小时或更久，因此对于在持续多日的极端天气事件或季节性波动期间维持电网稳定至关重要。政府的支持，特别是美国能源部在2024年承诺投入1亿美元用于试点计画的倡议，正在加速LDES的研发和部署。这些项目旨在降低成本，并鼓励采用超越传统锂离子储能技术的创新技术。随着世界各国将脱碳和能源安全置于优先地位，LDES对于整合间歇性再生能源和确保不间断电力供应正变得不可或缺。

市场范围
起始年份	2024
预测年份	2025-2034
起始值	31亿美元
预测值	87亿美元
复合年增长率	10.6%

预计到2034年，机械储能解决方案市场规模将达到85亿美元，凸显其在低能耗能源系统（LDES）领域的重要地位。抽水蓄能和压缩空气储能（CAES）等技术循环效率高达79%至98%，且可大规模运行，但需要水库或洞穴等特定基础设施。热能储能（TES）系统灵活模组化，可利用丰富的热能资源；而机电储能则无需专用设施，即可提供快速响应和可扩展的解决方案。

预计到2034年，持续时间为8-24小时的储能係统市场将以10%的复合年增长率成长。这些系统以及持续时间超过24-36小时的系统对于弥补再生能源间歇性造成的电力缺口至关重要。短时电池可以应对每小时的电力波动，而长时电池则可以应对每日或多日的电力缺口，从而确保可靠的电力供应，并最大限度地减少对化石燃料调峰电厂的依赖，助力实现脱碳目标。

2024年，美国长时储能市场规模预计将达到7.353亿美元，反映出该市场持续成长以及市场对该技术的信心不断增强。这一上升趋势预示着，能够解决再生能源间歇性问题并提高电网可靠性的解决方案将广泛应用。

长时储能市场的主要企业包括ESS Tech、GE Vernova、Energy Vault, Inc.、Form Energy和住友电工。市场领导者专注于加大研发投入，以提高效率、延长储能时长和模组化程度。他们透过建立策略伙伴关係和合作，整合再生能源生态系统中的解决方案，同时提升产能以满足不断增长的需求。此外，他们还优先考虑技术差异化，透过申请专利和专有设计来获得竞争优势。拓展全球市场并与公用事业公司和电网运营商建立联盟，有助于巩固其市场地位。同时，各公司也利用试点计画、示范工厂和政府支持的计画来验证技术并加速应用，从而建立信誉并确立长期的产业领导地位。

Sumitomo Electric
ESS Tech, Inc.
EOS Energy Enterprise
Invinity Energy Systems
Energy Vault, Inc.
MAN, Energy Solutions
Highview Power
Primus Power
CMBlu Energy AG
Malta Inc.
RheEnergise Limited
QuantumScape Battery, Inc.
Form Energy
Alsym Energy, Inc.
Ambri Incorporated
VFlowTech Pte. Ltd.
VoltStorage
MGA Thermal Pty. Ltd.
Rondo Energy, Inc.
Lina Energy Ltd.
e-Zinc Inc.
GE Vernova
Enersys
LG Energy Solutions
Store electric Ltd.

简介目录

Product Code: 15194

The Global Long Duration Energy Storage Market was valued at USD 3.1 billion in 2024 and is estimated to grow at a CAGR of 10.6% to reach USD 8.7 billion by 2034.

Long Duration Energy Storage Market - IMG1

Growth is driven by the increasing adoption of renewable energy sources like wind and solar, which require reliable storage solutions to manage variability. Unlike short-duration batteries, LDES systems can store energy for 10 hours or more, making them crucial for maintaining grid stability during multi-day weather events or seasonal fluctuations. Government support, particularly from initiatives like the U.S. Department of Energy's pilot programs committing USD 100 million in 2024, is accelerating development and deployment. These programs aim to reduce costs and encourage technologies that extend beyond conventional lithium-ion storage. As the world prioritizes decarbonization and energy security, LDES is becoming indispensable for integrating intermittent renewable sources and ensuring an uninterrupted electricity supply.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$3.1 Billion
Forecast Value	$8.7 Billion
CAGR	10.6%

The mechanical storage solutions segment is expected to reach USD 8.5 billion by 2034, highlighting its role in the LDES landscape. Technologies like pumped hydro and compressed air energy storage (CAES) offer high cycle efficiencies of 79-98% and can operate at large scales, though they require specific infrastructure such as reservoirs or caverns. Thermal energy storage (TES) provides flexible, modular systems that utilize abundant thermal resources, while electromechanical storage delivers rapid response and scalable solutions without needing specialized locations.

The energy storage systems segment with durations of 8-24 hours is forecasted to grow at a 10% CAGR through 2034. These systems, along with those exceeding 24-36 hours, are essential for bridging gaps caused by renewable intermittency. While short-duration batteries address hourly fluctuations, long-duration segments manage daily or multi-day energy deficits, ensuring a reliable power supply and minimizing dependence on fossil-fuel peaker plants, supporting decarbonization targets.

U.S Long Duration Energy Storage Market was valued at USD 735.3 million in 2024, reflecting consistent growth and growing confidence in these technologies. The upward trend signals a clear trajectory toward scaling solutions capable of addressing renewable intermittency and enhancing grid reliability.

Key companies in the Long Duration Energy Storage Market include ESS Tech, GE Vernova, Energy Vault, Inc., Form Energy, and Sumitomo Electric. Market leaders in Long Duration Energy Storage Market focus on strategies such as increasing R&D investments to improve efficiency, storage duration, and modularity. Companies form strategic partnerships and collaborations to integrate solutions across renewable energy ecosystems while enhancing manufacturing capacity to meet growing demand. They also prioritize technology differentiation, securing patents and proprietary designs for competitive advantage. Expanding into global markets and forming alliances with utilities and grid operators strengthens their market presence. Additionally, firms are leveraging pilot projects, demonstration plants, and government-backed programs to validate technologies and accelerate adoption, establishing credibility and long-term industry leadership.

Chapter 1 Methodology & Scope

1.1 Research design
1.2 Market estimates & forecast parameters
1.3 Forecast calculation
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid
  - 1.4.2.2 Public

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
3.2 Regulatory landscape
3.3 Industry impact forces
- 3.3.1 Growth drivers
- 3.3.2 Industry pitfalls & challenges
3.4 Growth potential analysis
3.5 Porter's analysis
- 3.5.1 Bargaining power of suppliers
- 3.5.2 Bargaining power of buyers
- 3.5.3 Threat of new entrants
- 3.5.4 Threat of substitutes
3.6 PESTEL analysis
- 3.6.1 Political factors
- 3.6.2 Economic factors
- 3.6.3 Social factors
- 3.6.4 Technological factors
- 3.6.5 Legal factors
- 3.6.6 Environmental factors
3.7 Emerging opportunities & trends
- 3.7.1 Digitalization & IoT integration
- 3.7.2 Emerging market penetration
3.8 Investment analysis & future outlook

Chapter 4 Competitive Landscape, 2025

4.1 Introduction
4.2 Company market share analysis, by Region, 2024
- 4.2.1 North America
- 4.2.2 Europe
- 4.2.3 Asia Pacific
- 4.2.4 Middle East & Africa
- 4.2.5 Latin America
4.3 Strategic initiatives
4.4 Competitive benchmarking depictions
4.5 Strategy dashboard
4.6 Innovation & technology landscape

Chapter 5 Long Duration Energy Storage Market Size and Forecast, By Technology, 2021 - 2034 (USD Million)

5.1 Key trends
5.2 Mechanical storage
5.3 Thermal storage
5.4 Electromechanical storage
5.5 Chemical storage

Chapter 6 Long Duration Energy Storage Market Size and Forecast, By Duration, 2021 - 2034 (USD Million)

6.1 Key trends
6.2 8 to 24
6.3 > 24 to 36
6.4 > 36

Chapter 7 Long Duration Energy Storage Market Size and Forecast, By Capacity, 2021 - 2034 (USD Million)

7.1 Key trends
7.2 Up to 50 MW
7.3 50-100 MW
7.4 More than 100 MW

Chapter 8 Long Duration Energy Storage Market Size and Forecast, By Application, 2021 - 2034 (USD Million)

8.1 Key trends
8.2 Grid management
8.3 Power backup
8.4 Renewable energy integration
8.5 Off grid & microgrid systems

Chapter 9 Long Duration Energy Storage Market Size and Forecast, By Region, 2021 - 2034 (USD Million)

9.1 North America
- 9.1.1 U.S.
- 9.1.2 Canada
- 9.1.3 Mexico
9.2 Europe
- 9.2.1 UK
- 9.2.2 France
- 9.2.3 Germany
- 9.2.4 Italy
- 9.2.5 Russia
- 9.2.6 Spain
9.3 Asia Pacific
- 9.3.1 China
- 9.3.2 Australia
- 9.3.3 India
- 9.3.4 Japan
- 9.3.5 South Korea
9.4 Middle East & Africa
- 9.4.1 Saudi Arabia
- 9.4.2 UAE
- 9.4.3 Turkey
- 9.4.4 South Africa
- 9.4.5 Egypt
9.5 Latin America
- 9.5.1 Brazil
- 9.5.2 Argentina