![]() |
市场调查报告书
商品编码
1837230
按技术、能源来源、应用、储存週期和最终用户产业分類的热能储存市场—2025-2032年全球预测Thermal Energy Storage Market by Technology, Energy Source, Application, Storage Duration, End Use Industry - Global Forecast 2025-2032 |
||||||
※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。
预计到 2032 年,热能储存市场规模将达到 195.3 亿美元,复合年增长率为 13.08%。
| 关键市场统计数据 | |
|---|---|
| 基准年2024年 | 73亿美元 |
| 预计年份:2025年 | 82.6亿美元 |
| 预测年份 2032 | 195.3亿美元 |
| 复合年增长率 (%) | 13.08% |
全球能源系统正经历快速转型,其驱动力包括脱碳需求、可再生能源发电的广泛应用以及建筑和工业电气化的加速发展。在这种不断变化的环境中,热能储存(TES)正逐渐成为一项关键的实行技术,能够平滑负载曲线、整合热能和电能资源,并提升低碳能源的提案。因此,人们不仅在评估TES解决方案的传统应用(例如热感转移和聚光型太阳光电整合)时对其进行考察,而且还在评估其在公用事业规模电网服务、工业温度控管以及分散式建筑级灵活性方面的应用时对其进行评估。
在此背景下,技术多样性是热能储存(TES)的核心优势。显热系统、潜热材料和新兴的热化学方法各自具有独特的运作特性、资本密集度和整合路径。同时,材料科学、系统控制和模组化製造的进步正在降低技术应用门槛,并拓展其可应用场景。本文重点阐述了技术进步、政策讯号和不断变化的能源经济如何将热能储存从小众装置转变为可扩展的部署方案,从而支持多个产业的碳减排和能源韧性目标。
过去几年,技术、政策和市场力量的共同作用,彻底改变了热能储存领域的格局。材料和系统设计的改进延长了循环寿命,提高了能量密度和往返效率,使热能储存系统能够在更广泛的时间段和温度范围内运作。同时,可变可再生能源的快速普及提升了可调度热容量在负载转移和配套服务的价值,促使系统整合商和电力公司在其规划过程中重新评估热能储存系统。
政策工具和企业净零排放承诺进一步改变了投资趋势。一些地区的低碳供热奖励、采购强制规定和排放权政策,增强了将储能技术(TES)整合到供热网路、工业流程和发电厂的商业价值。同时,建筑供暖和製冷电气化的扩展创造了新的分散式商业机会,而储能技术可以在这些机会中降低尖峰需求并延缓基础设施投资。此外,受原材料供应、製造能力和贸易政策驱动的供应链变革,正在重塑筹资策略,使其更加重视多元化采购和更紧密的供应商合作。计划,这些变革加速了储能计划的部署进程,并扩大了储能专案相关人员的生态系统,涵盖了从开发商和公用事业公司到工业运营商和设备製造商等各个方面。
2025年美国实施的关税和贸易措施引发了整个TES供应链的一系列战略应对措施。在全球采购模式下具有成本竞争力的零件和原材料面临价格上涨压力,迫使采购方重新评估总到岸成本和前置作业时间风险。先前依赖单一国家供应链的采购团队加快了供应商多元化进程,并开始对替代供应商进行资格审核,以降低集中风险。这些调整需要扩大供应商审核和重新配置物流,在某些情况下,由于需要重新谈判长期合同,计划进度也会因此而延后。
同时,关税改变了国内製造业的考量。对于某些零件而言,进口成本的上升提升了国内生产和组装的相对吸引力,从而刺激了对国内产能和合资企业的投资。这产生了双重效应:一方面刺激了近期资本计划,另一方面提高了人们对国内经济韧性增强的预期,即便这意味着专案发起人需要承担更高的短期资本密集度。计划和整合商也修改了系统设计,尽可能地替代材料并重新指定供应商,而金融合作伙伴则更加重视供应链实质审查和合约保护。摘要,关税促进了供应链重组,推动了储能係统专案组计划转向多元化、本地化和更严格的合约管治。
细分市场分析揭示了差异化技术路径和终端应用如何决定部署策略和价值实现。同时,显热解决方案采用混凝土、熔盐和水基系统,因其成熟性、扩充性和与高温工业热源的兼容性而备受青睐。热化学方案以化学反应和吸附过程为驱动,具有更高的理论能量密度和长期储能潜力,但仍需在循环可逆性、反应器设计和材料稳定性方面持续开发。
从能源来源的角度来看,併网储能区分了电网和可再生能源,从而实现了时间套利和电网支援服务。太阳能热储能,无论是聚光型太阳光电发电还是光伏併网混合系统,都为应对季节性和昼夜变化提供了一条综合途径。应用领域细分为商业性应用(例如暖通空调和冷冻)、工业应用(涵盖发电、製程加热和余热回收)、住宅系统(用于生活热水和建筑热舒适度)以及公共产业规模的电网支援和抑低尖峰负载服务。储能持续时间分类涵盖了长期、中期和短期三种应用场景,分别对应季节性变化、每日充放电週期和昼夜高峰。最后,行业细分(供暖/製冷、工业流程、发电和製冷应用)突显了技术选择、整合复杂性和监管影响如何共同作用于计划设计和商业模式。
区域动态是决定储热系统部署路径的关键因素,其驱动力来自政策架构、可再生资源概况、工业热需求和电网架构的差异。在美洲,旨在推动建筑电气化和工业脱碳的强大政策正在推动对分散式和公用事业级储热解决方案的需求。近期贸易措施导致的供应链调整也引发了关于近岸外包的讨论,这将影响计划进度和本地製造机会。
在欧洲、中东和非洲,排放监管目标以及欧洲部分地区广泛的区域供热网络,都促使人们将热能储存(TES)技术应用于季节性储能和供热网络平衡;而中东地区则专注于高温储能,以支持工业生产和聚光型太阳光电应用。非洲能源取得的挑战各不相同,这为模组化热能储存技术与计划和产业丛集相结合创造了独特的应用场景。亚太地区正在经历广泛的活动,从大型熔盐和聚光太阳能发电(CSP)相关计划到快速成长的城市市场中的分散式潜热解决方案。多个国家高昂的工业热消费量和积极的可再生能源目标,正在推动技术创新和雄心勃勃的试点计画。不同的地区将决定哪些热能储存技术和商业模式最具可行性。
随着现有设备製造商、特殊材料供应商和系统整合与提供模组化解决方案和软体主导的运作优化的新兴参与企业竞争,热能储存领域的竞争格局正在不断演变。儘管先进的封装製造商凭藉大规模显热系统、成熟的辅助设备整合和长期性能保证保持着优势,但新兴企业正专注于开发能量密度更高的潜热材料、用于分散式应用的紧凑型封装单元以及能够实现预测性维护和优化调度的先进控制平台。
伙伴关係与垂直整合是值得关注的趋势。材料供应商正与热感系统原始设备製造商 (OEM) 合作,加速先进相变材料 (PCM) 和热化学材料的商业化;工程公司和公用事业公司则将储能与能源服务合约捆绑销售,以降低终端用户的计划复杂性。融资工具也随之调整,越来越多的贷款机构和投资者要求更清晰的性能保证和标准化的测试通讯协定。策略併购、有针对性的研发合作以及试点部署,使企业能够降低新技术风险并扩大检验设计的规模。因此,市场领导地位越来越取决于企业能否证明其现场性能、生命週期经济性以及与电网和製程控制系统的互通性。
产业领导者应优先采取以下几项切实可行的措施,以把握不断增长的储能係统(TES)市场机会,同时管控营运和政策风险。首先,投资于多元化的供应商关係和合约条款,以规避贸易中断和材料短缺的风险,同时建立本地组装和策略伙伴关係关係,从而缩短前置作业时间。其次,将产品蓝图与买家关注的、经过验证的效能指标(例如循环寿命、往返效率、可维护性以及与现有控制设备的整合便利性)相匹配。透过第三方测试和现场试验来验证这些指标,可以加速检验决策,并降低人们对技术风险的认知。
第三,我们将探索能够开拓新收益的整合路径,例如将储能技术与需量反应计划、工业余热回收以及商业项目中的表后高峰需求削减相结合。第四,我们将与监管机构和公用事业公司合作,制定奖励机制和互联规则,以认可储能技术独特的价值流,例如长期运作和季节性应用。最后,我们将透过制定标准化合约、绩效保证和透明的生命週期成本评估,增强资金筹措能力,从而吸引机构投资者和计划贷款方的注意。实施这些建议将使企业能够从先导计画过渡到可复製和可扩展的部署。
本研究整合了访谈、技术文献、监管文件和横断面案例研究,旨在建构储能技术及其市场动态的整体观点。访谈对象包括系统整合商、材料供应商、公用事业规划人员、工业能源管理人员和金融相关人员,旨在了解实际应用中的限制和新兴的商业模式。技术评估则利用同侪审查的研究成果、相关标准和检验的现场性能数据,对材料性能、系统效率和整合因素进行评估。
为了补充定性输入,此方法运用对比情境分析来探讨该技术在不同时间段、温度范围和最终用途下的适用性。供应链分析绘製了采购强度、製造能力和政策影响图,以揭示采购风险及其对区域能力的影响。这项综合分析强调基于营运经验和已记录的绩效的可复製性结论,同时也指出了需要长期现场数据或加速试点计画以降低不确定性的领域。
热能储存正处于曲折点,技术成熟度、政策环境的变化以及能源系统需求的演变共同推动了其大规模部署。显热解决方案持续满足高温、高容量的应用需求;潜热系统在空间和温度稳定性至关重要的领域实现了分散式灵活性;而热化学方法则为长寿命解决方案提供了可能改变季节性平衡的前景。与任何技术一样,跨学科合作——包括材料科学家、控制工程师、计划开发人员和资金筹措——对于将实验室成果释放为现场持续性能至关重要。
未来的成功取决于将储能技术融入更广泛的能源计画和产业脱碳策略,使奖励机制与可衡量的绩效结果相匹配,并建立能够适应地缘政治变化和贸易措施的弹性供应链。优先考虑标准化测试、透明的绩效保证和灵活的采购机制的相关人员,将更有能力把日益增长的兴趣转化为可靠的部署,从而实现碳减排和营运价值的双重目标。
The Thermal Energy Storage Market is projected to grow by USD 19.53 billion at a CAGR of 13.08% by 2032.
| KEY MARKET STATISTICS | |
|---|---|
| Base Year [2024] | USD 7.30 billion |
| Estimated Year [2025] | USD 8.26 billion |
| Forecast Year [2032] | USD 19.53 billion |
| CAGR (%) | 13.08% |
The global energy system is undergoing a rapid transition driven by decarbonization imperatives, the proliferation of variable renewable generation, and accelerating electrification across buildings and industry. In that shifting environment, thermal energy storage (TES) is emerging as a foundational enabling technology that smooths load profiles, couples heat and power resources, and enhances the value proposition of low-carbon energy. As a result, TES solutions are being evaluated not only for traditional roles such as thermal shifting and concentrated solar power integration, but increasingly for utility-scale grid services, industrial heat management, and distributed building-level flexibility.
Against this backdrop, technology diversity is a core strength of TES. Sensible heat systems, latent heat materials, and nascent thermochemical approaches each carry distinct operational characteristics, capital intensity, and integration pathways. Meanwhile, developments in material science, system control, and modular manufacturing are lowering barriers to adoption and expanding the addressable use cases. This introduction frames the report's focus on how technological progress, policy signals, and evolving energy economics collectively reposition TES from niche installations toward scalable deployments that can support carbon reduction and energy resilience objectives across multiple sectors.
Over the past several years the landscape for thermal energy storage has shifted decisively as a result of converging technological, policy, and market forces. Improved materials and system design have extended cycle life, enhanced energy density, and increased round-trip efficiency, allowing TES to address a wider range of durations and temperatures. Concurrently, the rapid deployment of variable renewables has increased the value of dispatchable thermal capacity for both load shifting and ancillary services, prompting system integrators and utilities to reevaluate TES in planning processes.
Policy instruments and corporate net-zero commitments have further altered investment flows. Incentives for low-carbon heat, procurement mandates, and emissions pricing in some jurisdictions have elevated the business case for integrating TES with heat networks, industrial processes, and power plants. In parallel, the scaling of electrified heating and cooling in buildings has created new distributed opportunities where TES can reduce peak demand and defer infrastructure investment. Meanwhile, supply chain evolution-driven by raw material availability, manufacturing capacity, and trade policy-has reshaped procurement strategies, favoring diversified sourcing and closer supplier collaboration. Taken together, these transformative shifts have accelerated deployment pathways and broadened the stakeholder ecosystem involved in TES projects, from developers and utilities to industrial operators and equipment manufacturers.
The introduction of tariffs and trade measures in the United States in 2025 has produced a cascade of strategic responses across the TES supply chain. Components and raw materials that had been cost-competitive under global sourcing models experienced upward price pressure, prompting buyers to reassess total landed cost versus lead-time risk. Procurement teams that previously relied on single-country supply chains began accelerating supplier diversification and qualifying alternative vendors to reduce concentration risk. These adjustments required expanded supplier audits and logistical reconfiguration, which in some cases delayed project timelines while long-term contracts were renegotiated.
At the same time, tariffs changed the calculus for domestic manufacturing. For certain components, higher import costs improved the relative attractiveness of onshore production and assembly, encouraging investments in local capacity and joint ventures. This had the dual effect of stimulating near-term capital projects and raising expectations for improved domestic resilience, even as it increased short-term capital intensity for project sponsors. Developers and integrators also adapted system designs to substitute materials or re-specify suppliers where feasible, while financial partners placed greater emphasis on supply chain due diligence and contractual protections. In summary, the tariffs acted as an accelerant for supply chain choreography, prompting a structural shift toward diversification, regionalization, and stronger contractual governance across TES project portfolios.
Segmentation analysis reveals how differentiated technology pathways and end-use contexts determine deployment strategies and value realization. Based on technology, latent heat solutions encompass eutectic materials, inorganic salts and organics, offering compact energy density and isothermal discharge that suit space-constrained installations and process temperature control, while sensible heat solutions employ concrete, molten salt, and water-based systems favored for their maturity, scalability, and compatibility with high-temperature industrial heat. Thermochemical options, driven by chemical reactions and sorption processes, promise higher theoretical energy densities and long-duration storage potential but require continued development in cycle reversibility, reactor design, and material stability.
When viewed through the prism of energy source, electricity-coupled storage differentiates between grid electricity and renewable-sourced power, enabling temporal arbitrage and grid-support services; solar thermal linkages, whether with concentrated solar power or PV-coupled hybrid systems, provide integrated pathways for seasonal and diurnal shifting; and waste heat integration focuses on industrial heat streams that can be captured and redeployed, improving process efficiency and lowering onsite emissions. Application segmentation distinguishes commercial use cases such as HVAC and refrigeration, industrial deployments that span power generation, process heating and waste heat recovery, residential systems for domestic hot water and building thermal comfort, and utility-scale services for grid support and peak shaving. Storage duration categorization captures long-term, medium-term, and short-term roles that align with seasonal shifting, daily charge-discharge cycles, and intra-day peaking respectively. Finally, end-use industry segmentation across heating and cooling, industrial processes, power generation, and refrigeration clarifies where technology selection, integration complexity, and regulatory exposure intersect to influence project design and commercial models.
Regional dynamics are a primary determinant of TES adoption pathways, driven by differences in policy frameworks, renewable resource profiles, industrial heat demand, and grid architecture. In the Americas, strong policy momentum for electrification in buildings and targeted industrial decarbonization programs are creating pockets of demand for both distributed and utility-grade TES solutions, while the region's diverse climate zones influence optimal system design and operational profiles. Supply chain adjustments following recent trade measures have also encouraged nearshoring conversations, which in turn affect project timelines and localized manufacturing opportunities.
In Europe, Middle East & Africa, regulatory targets for emissions reduction and extensive district heating networks in parts of Europe favor TES integration for seasonal storage and heat network balancing, while regions in the Middle East emphasize high-temperature thermal storage to support industrial processes and concentrated solar power applications. Africa's heterogeneous energy access challenges create unique use cases for modular TES paired with microgrids and industrial clusters. Asia-Pacific displays a broad spectrum of activity, from large-scale molten salt and CSP-linked projects to distributed latent heat solutions in fast-growing urban markets. High industrial heat consumption and aggressive renewable deployment targets in several countries are driving both technology innovation and ambitious pilot programs. Across regions, localized policy incentives, grid design, and industrial structure shape which TES technologies and commercial models are most viable.
Competitive dynamics in the thermal energy storage sector are evolving as incumbent equipment manufacturers, specialized materials suppliers, and systems integrators compete with new entrants offering modularized solutions and software-driven operational optimization. Established suppliers maintain advantages in large-scale sensible heat systems, proven balance-of-plant integration, and long-term performance warranties, while emerging firms are focused on higher energy-density latent materials, compact packaged units for distributed applications, and advanced control platforms that enable predictive maintenance and optimized dispatch.
Partnerships and vertical integration are notable trends; material suppliers are collaborating with thermal system OEMs to accelerate commercialization of advanced PCMs and thermochemical materials, while engineering firms and utilities are bundling storage with energy services contracts to reduce project complexity for end users. Financing vehicles have adapted, with more lenders and investors seeking clearer performance guarantees and standardized testing protocols. Strategic M&A activity, targeted R&D alliances, and pilot deployments are allowing firms to de-risk novel technologies and scale validated designs. As a result, market leadership is increasingly tied to an ability to demonstrate field performance, lifecycle economics, and interoperability with grid and process control systems.
Industry leaders should prioritize several actionable steps to capitalize on the expanding TES opportunity while managing operational and policy risks. First, invest in diversified supplier relationships and contractual terms that hedge against trade disruption and material shortages, while simultaneously building capabilities for local assembly or strategic partnerships to shorten lead times. Second, align product roadmaps with validated performance metrics that matter to buyers: cycle life, round-trip efficiency, maintainability, and integration ease with existing controls. Demonstrating these metrics through third-party testing and field pilots will accelerate procurement decisions and reduce perceived technology risk.
Third, pursue integration pathways that unlock new revenue streams, such as pairing TES with demand response programs, industrial waste heat recovery, or behind-the-meter peak demand reductions for commercial portfolios. Fourth, collaborate with regulators and utilities to shape incentive structures and interconnection rules that recognize thermal storage's unique value streams, including long-duration and seasonal applications. Finally, strengthen financeability by developing standardized contracts, performance guarantees, and transparent lifecycle cost assessments that resonate with institutional investors and project lenders. Implementing these recommendations will help firms move from pilot projects to repeatable, scalable deployments.
This research synthesizes primary interviews, technical literature, regulatory documents, and cross-sector case studies to create a holistic perspective on TES technology and market dynamics. Primary engagements included conversations with system integrators, materials suppliers, utility planners, industrial energy managers, and financial stakeholders to capture real-world constraints and emerging commercial models. Technical assessment drew upon peer-reviewed research, standards, and validated field performance data to evaluate material behavior, system efficiency, and integration considerations.
Complementing qualitative inputs, the methodology applied comparative scenario analysis to explore technology applicability across different durations, temperature ranges, and end-use contexts. Supply chain analysis mapped sourcing concentrations, manufacturing capabilities, and policy exposures to surface procurement risk and regional capacity implications. The synthesis emphasizes reproducible findings grounded in operational experience and documented performance, while acknowledging areas where longer-term field data or accelerated pilot programs remain necessary to reduce uncertainty.
Thermal energy storage stands at an inflection point where technological maturity, shifting policy landscapes, and evolving energy system needs align to support larger-scale adoption. Sensible heat solutions continue to serve high-temperature and large-capacity use cases, latent heat systems are unlocking distributed flexibility where space and temperature stability matter, and thermochemical approaches offer a horizon of long-duration options that could transform seasonal balancing. Across all technologies, cross-disciplinary collaboration-between material scientists, control engineers, project developers, and financiers-will be essential to translate laboratory gains into sustained field performance.
Looking forward, success will hinge on integrating TES into broader energy planning and industrial decarbonization strategies, aligning incentive structures with measurable performance outcomes, and building resilient supply chains that accommodate geopolitical shifts and trade measures. Stakeholders who prioritize standardized testing, transparent performance warranties, and flexible procurement mechanisms will be better positioned to convert growing interest into reliable deployments that deliver both carbon reductions and operational value.