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市场调查报告书
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1917851

长时储能市场－2026-2031年预测

Long-Duration Energy Storage Market - Forecast from 2026 to 2031
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 152 Pages | 商品交期: 最快1-2个工作天内

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简介目录

预计长时储能市场将从 2025 年的 50.78 亿美元成长到 2031 年的 110.09 亿美元，复合年增长率为 13.76%。

长时储能（LDES）市场涵盖旨在长时间（通常定义为4-10小时以上）储存电能并在同样长的时间内释放电能的技术和系统。此市场细分包括多种非锂电池技术，例如液流电池（如钒液流电池、锌溴液流电池）、重力式储能係统、先进压缩空气储能（A-CAES）、液态空气储能（LAES）以及各种类型的热能储能。长时储能的主要目标是解决高度波动且受天气影响的可再生能源发电（太阳能、风能）与随时间变化的电网需求之间存在的显着不匹配问题，从而实现电力系统的深度脱碳。

市场扩张的根本驱动力在于全球迫切需要将可再生能源以高渗透率併入电网。风能和太阳能固有的间歇性是关键的催化剂。随着可再生逐渐成为主要的发电来源，电力过剩时期（例如晴朗的午后）和供不应求时期（例如「黑风」事件，即风能和太阳能持续数日都较弱）都会对电网平衡带来大规模挑战。低能耗储能係统（LDES）提供至关重要的服务，能够按日、週甚至按季节转移大量能量，超越锂离子电池提供的短期频率调节功能，从而实现真正的资源充足性和长期电网稳定性。

另一个关键驱动因素是需要支援交通运输等产业的电气化。电动车充电基础设施的大规模部署，尤其是高功率公共快速充电站，将对当地电网造成巨大且集中的负载。安装在变电站和充电枢纽内的低排放系统（LDES）可以缓解这种负荷，减少高成本的电网升级，降低尖峰需求，并在可再生能源发电不足的情况下确保清洁能源充电。

政府政策和战略投资正发挥强大的驱动作用。北美、欧洲和亚洲各国政府都将长时储能係统（LDES）视为实现能源安全和气候目标的关键基础技术，并大力投资于研发和示范（RD&D）计划，同时实施采购目标和市场机制，以彰显长时储能的独特价值。公共部门的支持有助于降低早期商业部署阶段的风险，并促进创新生态系统的竞争。

从区域来看，北美是主导的市场，其特点是拥有雄心勃勃的清洁能源目标、联邦和州政府的支持性政策（例如，美国能源局的低密度聚乙烯「地球计画」倡议），以及大量技术开发商和先导计画。该地区的大规模可再生能源计划，加上老化的电网基础设施，为低密度聚乙烯技术的部署创造了强大的应用场景。

竞争格局高度创新且分散，由资金雄厚的新兴企业、向储能领域多元化发展的成熟能源技术公司以及与大型公用事业公司的合作组成。竞争的重点在于验证商业规模的技术可行性，降低关键指标－储能平准化成本（LCOS），建立新型材料（例如钒电解液）的稳健供应链，以及证明安全性和长运作寿命（通常超过20年）。成功不仅取决于技术能力，还取决于能否为具有可靠性能保证的大型计划资金筹措、建造和营运能力。

儘管市场具有重要的战略意义，但其广泛应用仍面临许多障碍。最大的挑战来自现有技术和替代解决方案的竞争。抽水蓄能是一种成熟、低成本、长期储能技术，但受地域限制。绿氢也能提供长期储能，但需要不同的价值链，并面临自身独特的挑战。或许最直接的竞争来自锂离子电池日益增长的势头和不断下降的成本。锂离子电池在短期储能领域占据主导地位，儘管其长期放电成本较高，但常被提案「堆迭式」应用，以模拟更长的储能时间。如何证明其在经济性方面明显优于这些替代方案，是实现商业化的关键障碍。

总之，长时储能市场是实现净零排放电网的关键前沿领域。其成长对于可再生能源的主流化至关重要，但同时也面临巨大的技术商业化和经济检验挑战。对业内人士而言，策略重点应集中在三个方面：透过扩大生产规模和设计创新降低资本成本；透过能够充分体现长时储能係统（LDES）价值（容量、能源转移和韧性）的新型合约结构，与电力公司达成购电协议；以及驾驭复杂的法规结构，以建立明确的监管市场讯号。未来在于建构一系列适用于不同时长和电网服务的长时储能技术，并与短时储能技术协同工作，从而建立一个完全具有韧性的脱碳电力系统。衡量成功的标准在于能否从先导计画过渡到吉瓦时规模的部署，并以可靠且经济高效的方式将可再生能源转化为可靠、可调度的资源。

本报告的主要优势：

  • 深入分析：提供对主要和新兴地区的深入市场洞察，重点关注客户群、政府政策和社会经济因素、消费者偏好、垂直行业和其他细分市场。
  • 竞争格局：了解全球主要参与者的策略倡议，并了解透过正确的策略实现市场渗透的潜力。
  • 市场驱动因素与未来趋势：探讨影响市场的动态因素和关键趋势及其对未来市场发展的影响。
  • 可操作的建议：利用这些见解，在动态环境中製定策略决策，并开拓新的业务管道和收入来源。
  • 受众广泛：适用于Start-Ups、研究机构、顾问公司、中小企业和大型企业，且经济实惠。

它是用来做什么的？

产业与市场分析、机会评估、产品需求预测、打入市场策略、地理扩张、资本投资决策、法规结构及影响、新产品开发、竞争情报

研究范围：

  • 2021年至2025年的历史数据和2026年至2031年的预测数据
  • 成长机会、挑战、供应链前景、法规结构与趋势分析
  • 竞争定位、策略和市场占有率分析
  • 按业务板块和地区（包括国家）分類的收入和预测评估
  • 公司概况（策略、产品、财务资讯、关键发展等）

目录

第一章执行摘要

第二章 市场概览

  • 市场概览
  • 市场定义
  • 调查范围
  • 市场区隔

第三章 商业情境

  • 市场驱动因素
  • 市场限制
  • 市场机会
  • 波特五力分析
  • 产业价值链分析
  • 政策与法规
  • 策略建议

第四章 技术展望

5. 按技术类型分類的长时储能市场

  • 介绍
  • 热型
  • 机械的
  • 化学与电化学

6. 按能源类型分類的长期储能市场

  • 介绍
  • 太阳能发电
  • 风力
  • 其他的

7. 按容量分類的长时储能市场

  • 介绍
  • 100兆瓦或以下
  • 100～500MW
  • 超过500兆瓦

8. 按时长分類的长期储能市场

  • 介绍
  • 10 小时或更短
  • 10到20小时
  • 超过20小时

9. 按最终用户分類的长期储能市场

  • 介绍
  • 住宅
  • 商业的
  • 工业的

第十章 各地区的长时储能市场

  • 介绍
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他的
  • 欧洲
    • 德国
    • 法国
    • 英国
    • 西班牙
    • 其他的
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他的
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 印尼
    • 泰国
    • 其他的

第十一章 竞争格局与分析

  • 主要企业和策略分析
  • 市占率分析
  • 合併、收购、协议和合作
  • 竞争对手仪錶板

第十二章：公司简介

  • Energy Vault Inc.
  • ESS Tech Inc.
  • Highview Power
  • Ambri Inc.
  • Energy Dome SpA
  • Echogen
  • Hydrostor
  • Antora Energy
  • Sumitomo Electric Industries
  • GE Vernova
  • BASF SE

第十三章附录

  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要收益
  • 调查方法
  • 简称
简介目录
Product Code: KSI061615841

The long-duration energy storage market, with a 13.76% CAGR, is expected to grow to USD 11.009 billion in 2031 from USD 5.078 billion in 2025.

The long-duration energy storage (LDES) market encompasses technologies and systems engineered to store electrical energy for extended periods-typically defined as durations exceeding 4 to 10 hours-and discharge it over similarly long timescales. This market segment includes a diverse array of non-lithium technologies such as flow batteries (e.g., vanadium redox, zinc-bromine), gravity-based systems, advanced compressed air energy storage (A-CAES), liquid air energy storage (LAES), and various forms of thermal storage. The core purpose of LDES is to address the critical mismatch between the variable, weather-dependent generation of renewable resources (solar, wind) and the time-varying demand of the electrical grid, thereby enabling deep decarbonization of power systems.

Market expansion is fundamentally driven by the global imperative to integrate high penetrations of renewable energy into electricity grids. The primary catalyst is the inherent intermittency of wind and solar power. As renewables become the dominant source of generation, periods of oversupply (e.g., sunny afternoons) and extended undersupply (e.g., multi-day "dunkelflaute" events with low wind and sun) create massive grid-balancing challenges. LDES provides the essential service of shifting bulk energy across days, weeks, or even seasons, moving beyond the short-duration frequency regulation offered by lithium-ion batteries to provide true resource adequacy and long-term grid stability.

A significant and parallel driver is the need to support the electrification of transportation and other sectors. The mass deployment of electric vehicle (EV) charging infrastructure, particularly high-power public fast-charging stations, imposes large, concentrated loads on local grids. LDES can be deployed at substations or within charging hubs to buffer these demands, mitigating costly grid upgrades, reducing peak charges, and ensuring that charging is supplied by clean energy, even when renewables are not generating.

Government policy and strategic investment are acting as powerful accelerators. Recognizing LDES as a critical enabler of energy security and climate goals, governments in North America, Europe, and Asia are deploying significant funding for research, development, and demonstration (RD&D) projects, as well as enacting procurement targets and market mechanisms that recognize the unique value of long-duration storage. This public-sector support is de-risking early commercial deployments and fostering a competitive innovation ecosystem.

Geographically, North America is a leading market, characterized by ambitious clean energy targets, supportive federal and state-level policies (e.g., the U.S. Department of Energy's LDES Earthshot initiative), and a high concentration of technology developers and pilot projects. The region's combination of large-scale renewable projects and aging grid infrastructure creates a strong use case for LDES deployment.

The competitive landscape is highly innovative and fragmented, featuring a mix of well-funded startups, established energy technology firms diversifying into storage, and partnerships with major utilities. Competition centers on proving technical viability at commercial scale, driving down the critical metric of levelized cost of storage (LCOS), establishing a resilient supply chain for novel materials (e.g., vanadium electrolyte), and demonstrating safety and a long operational lifespan (often 20+ years). Success hinges not just on the technology, but on the ability to finance, build, and operate large-scale projects with bankable performance guarantees.

Despite its strategic importance, the market faces substantial barriers to widespread adoption. The foremost challenge is competition from incumbent and alternative solutions. Pumped hydro storage is a mature, low-cost LDES technology but is geographically constrained. Green hydrogen, while also long-duration, involves a different value chain with its own set of challenges. Perhaps the most direct competition comes from the sheer momentum and falling costs of lithium-ion batteries, which dominate the short-duration segment and are often proposed for "stacked" applications that can mimic some longer durations, albeit at higher costs for long discharges. Demonstrating a clear, superior economic case over these alternatives is the central commercial hurdle.

In conclusion, the long-duration energy storage market is a frontier segment essential for achieving a net-zero grid. Its growth is structurally imperative for renewable energy dominance but is contingent on overcoming significant technological commercialization and economic validation challenges. For industry experts, strategic focus must center on driving down capital costs through manufacturing scale and design innovation, securing offtake agreements with utilities through novel contracting structures that capture LDES's full value (capacity, energy shifting, resilience), and navigating complex regulatory frameworks to create dedicated market signals. The future lies in a portfolio of LDES technologies, each suited to different durations and grid services, working in concert with shorter-duration storage to create a fully resilient, decarbonized power system. Success will be measured by the ability to move from pilot projects to gigawatt-hour-scale deployments that reliably and cost-effectively turn renewable energy into a firm, dispatchable resource.

Key Benefits of this Report:

  • Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
  • Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
  • Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
  • Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
  • Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

  • Historical data from 2021 to 2025 & forecast data from 2026 to 2031
  • Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
  • Competitive Positioning, Strategies, and Market Share Analysis
  • Revenue Growth and Forecast Assessment of segments and regions including countries
  • Company Profiling (Strategies, Products, Financial Information, and Key Developments among others.)

Long-Duration Energy Storage Market Segmentation

  • By Technology Type
  • Thermal
  • Mechanical
  • Chemical & Electrochemical
  • By Energy Type
  • Solar
  • Wind
  • Others
  • By Capacity
  • Up to 100 MW
  • 100 to 500 MW
  • Greater than 500 MW
  • By Duration
  • Up to 10 Hours
  • 10 to 20 Hours
  • Greater than 20 Hours
  • By End-User
  • Residential
  • Commercial
  • Industrial
  • By Geography
  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • Germany
  • France
  • United Kingdom
  • Spain
  • Others
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Others
  • Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Indonesia
  • Thailand
  • Others

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

  • 2.1. Market Overview
  • 2.2. Market Definition
  • 2.3. Scope of the Study
  • 2.4. Market Segmentation

3. BUSINESS LANDSCAPE

  • 3.1. Market Drivers
  • 3.2. Market Restraints
  • 3.3. Market Opportunities
  • 3.4. Porter's Five Forces Analysis
  • 3.5. Industry Value Chain Analysis
  • 3.6. Policies and Regulations
  • 3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. LONG-DURATION ENERGY STORAGE MARKET BY TECHNOLOGY TYPE

  • 5.1. Introduction
  • 5.2. Thermal
  • 5.3. Mechanical
  • 5.4. Chemical & Electrochemical

6. LONG-DURATION ENERGY STORAGE MARKET BY ENERGY TYPE

  • 6.1. Introduction
  • 6.2. Solar
  • 6.3. Wind
  • 6.4. Others

7. LONG-DURATION ENERGY STORAGE MARKET BY CAPACITY

  • 7.1. Introduction
  • 7.2. Up to 100 MW
  • 7.3. 100 to 500 MW
  • 7.4. Greater than 500 MW

8. LONG-DURATION ENERGY STORAGE MARKET BY DURATION

  • 8.1. Introduction
  • 8.2. Up to 10 Hours
  • 8.3. 10 to 20 Hours
  • 8.4. Greater than 20 Hours

9. LONG-DURATION ENERGY STORAGE MARKET BY END-USER

  • 9.1. Introduction
  • 9.2. Residential
  • 9.3. Commercial
  • 9.4. Industrial

10. LONG-DURATION ENERGY STORAGE MARKET BY GEOGRAPHY

  • 10.1. Introduction
  • 10.2. North America
    • 10.2.1. USA
    • 10.2.2. Canada
    • 10.2.3. Mexico
  • 10.3. South America
    • 10.3.1. Brazil
    • 10.3.2. Argentina
    • 10.3.3. Others
  • 10.4. Europe
    • 10.4.1. Germany
    • 10.4.2. France
    • 10.4.3. United Kingdom
    • 10.4.4. Spain
    • 10.4.5. Others
  • 10.5. Middle East and Africa
    • 10.5.1. Saudi Arabia
    • 10.5.2. UAE
    • 10.5.3. Others
  • 10.6. Asia Pacific
    • 10.6.1. China
    • 10.6.2. India
    • 10.6.3. Japan
    • 10.6.4. South Korea
    • 10.6.5. Indonesia
    • 10.6.6. Thailand
    • 10.6.7. Others

11. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 11.1. Major Players and Strategy Analysis
  • 11.2. Market Share Analysis
  • 11.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 11.4. Competitive Dashboard

12. COMPANY PROFILES

  • 12.1. Energy Vault Inc.
  • 12.2. ESS Tech Inc.
  • 12.3. Highview Power
  • 12.4. Ambri Inc.
  • 12.5. Energy Dome S.p.A
  • 12.6. Echogen
  • 12.7. Hydrostor
  • 12.8. Antora Energy
  • 12.9. Sumitomo Electric Industries
  • 12.10. GE Vernova
  • 12.11. BASF SE

13. APPENDIX

  • 13.1. Currency
  • 13.2. Assumptions
  • 13.3. Base and Forecast Years Timeline
  • 13.4. Key Benefits for the Stakeholders
  • 13.5. Research Methodology
  • 13.6. Abbreviations