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市场调查报告书
商品编码
1198411

钠硫电池市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

Sodium Sulfur Battery Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 95 Pages | 商品交期: 2-3个工作天内

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简介目录

在 2022 年至 2027 年的预测期内，钠硫 (NAS) 电池市场预计将以 13% 左右的复合年增长率增长。

COVID-19 大流行对市场产生了负面影响，因为它导致电力需求减少，并直接影响了世界各地的储能项目。 NAS 电池製造商在 2020 年的收入数字直线下降。 例如，日本行业领导者 NGK Battery Manufacturers 在 2020 年的收入约为 4419.56 亿日元，低于其 2019 年收入的近 5%。 由于可再生能源项目的使用增加以及高能量密度和长循环寿命等技术优势，预计全球 NAS 电池市场在不久的将来将进一步走强。 然而，多硫化钠的高腐蚀性和不适合便携式移动应用等许多限制限制了市场增长。

主要亮点

  • 由于可再生能源和储能係统组合的上升趋势，预计可再生能源稳定部门在预测期内将出现显着增长。
  • 研究和创新工作为市场发展创造了大量机会。 例如，研发专业人员目前正在解决最热门的问题，即金属硫化物电沉积在 NAS 电池功能中的效率。 他们开发了一种 Mo5N6 电催化剂溶液，用于在室温 NAS 电池中进行高效的 Na2S 电解沉积。
  • 由于电池产量高，预计亚太地区在预测期内将主导市场。

钠硫电池市场趋势

由于可再生能源的稳定，预计将出现显着增长

  • 由于可再生能源的供应断断续续，随着可再生能源的引入，电力公司已开始采用储能係统。 钠硫电池属于高温产品，非常适合电网规模的应用。 为此，很多企业开始采用NAS电池做可再生能源+储能係统。
  • 根据《BP 世界能源统计评论》，2020 年可再生能源发电量将为 3,147 TWh，较 2019 年的数字（约 2,789.2 TWh）呈上升趋势。 近年来，发电行业见证了众多与储能係统相辅相成的可再生能源发电项目。 许多项目正准备加入许多拥有钠硫电池系统的国家的国家电网。
  • 例如，2021 年，JGC Holdings 与 NGK 签署了蒙古 Zavkhan 省正在开发的太阳能发电 + 储能项目的 NAS 电池供应合同。 这个 5MW/3.6MWh 太阳能加储能项目预计将于 2022 年投入运营。
  • 此外，这种电池最近在製氢项目中发挥了作用。 2020 年 9 月，巴斯夫新业务 (BNB) 宣布计划向 G-Philos 即将开展的风电供气项目供应 NGK NAS 电池。 G-Philos 和 BNB 已签署谅解备忘录，在全球范围内开展 P2G 项目合作，初步目标是到 2022 年供应高达 19.2MWh 的 NAS 电池。 储存在电池中的能量将用于製氢。
  • 随着这些发展，可再生能源稳定部门预计将在预测期内以最快的速度增长。

预计亚太地区将主导市场

  • 亚太地区以其高度发达的电池製造市场而闻名。 可再生能源发电的增长势头和政府的支持导致对电池储能係统的高需求，无论是与风能和太阳能等可再生能源项目相结合，还是作为独立的储能项目，它已成为最有影响力的扩展因素.
  • 中国、印度和日本等国家/地区的可再生能源和储能项目增长最快。 2020年，中国储能新增容量同比增长超过一倍。 中国已宣布计划到 2025 年安装超过 30GW 的储能係统。 因此，许多项目正在该国排队以实现这一目标。
  • 此外，2021 年 4 月，日本惠那市宣布计划将可再生能源 + 储能项目引入该市的电网。 可再生能源发电生产商爱知县已与 NGK 签署协议，为将于 2022 年在该市开始运营的地面和屋顶太阳能发电设施采购 NAS 电池。
  • 同样在印度，政府在储能领域的努力预计将为 NAS 电池市场提供动力。 印度固定电池市场正处于持续增长阶段。 2020 年，大约 25 GWh 的电池安装在表前和表后应用中。 表前储能市场处于早期阶段，2021年约为28MW/20MWh，而表后应用预计到2037年将增长至约30GWh，有望占据很大份额。
  • 新兴市场的发展有望在不久的将来振兴本地 NAS 电池市场。

钠硫电池市场竞争者分析

钠硫电池市场正在整合。 市场上的主要参与者包括 NGK Insulators Ltd、BASF SE 等。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

内容

第一章介绍

  • 调查范围
  • 市场定义
  • 调查假设

第二章研究方法论

第 3 章执行摘要

第 4 章市场概述

  • 介绍
  • 到 2027 年的市场规模和需求预测（单位：十亿美元）
  • 近期趋势和发展
  • 政府法规和政策
  • 市场动态
    • 司机
    • 约束因素
  • 供应链分析
  • 波特的五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第 5 章市场细分

  • 申请
    • 稳定可再生能源
    • 备用电源
    • 负载均衡
    • 其他应用
  • 按地区
    • 北美
    • 欧洲
    • 亚太地区
    • 南美洲
    • 中东和非洲

第六章竞争格局

  • 併购、合资、合作、协议
  • 主要参与者采用的策略
  • 公司简介
    • NGK Insulators Ltd
    • BASF SE

第7章 市场机会未来动向

简介目录
Product Code: 64848

The sodium sulfur (NAS) battery market is expected to record a CAGR of around 13% during the forecast period, 2022-2027. The COVID-19 pandemic had a negative impact on the market as it resulted in the reduction of power demand which directly impacted the energy storage projects across the world. The NAS battery manufacturing companies witnessed plummeted figures in their revenue in 2020. As an example, NGK Battery Manufacturers, the Japan-based industry leader, recorded a revenue of around JPY 441,956 million in 2020, down from almost 5% of 2019 revenues. The global NAS battery market is expected to bolster more in the near future due to its increasing usage in renewable energy projects and its technical benefits like high energy density and long cycle life. However, the market growth is restricted by a number of limitations, like the highly corrosive nature of sodium polysulfides, which does not make them suitable for portable mobile applications.

Key Highlights

  • The renewable energy stabilization segment is expected to witness significant growth during the forecast period due to the growing trend of the combination of renewables and energy storage systems.
  • The research and innovation endeavors create ample opportunities for market development. For instance, the R&D professionals are currently working on the most highlighted issue, the efficiency of metal sulfides electrodeposition in the NAS batteries' functioning. They have come up with a solution in the form of Mo5N6 electrocatalyst for efficient Na2S electrodeposition in the room temperature NAS batteries.
  • The Asia-Pacific region is expected to dominate the market during the forecast period due to the high volume of battery production in the region.

Sodium Sulfur Battery Market Trends

Renewable Energy Stabilization Expected to Witness Significant Growth

  • Due to the intermittent nature of renewable power supply, the power producers have started the adoption of energy storage systems, along with renewable power installations. The sodium-sulfur batteries are high-temperature products that are highly suitable for grid-scale applications. Thus, many companies have begun the usage of NAS batteries in renewable plus energy storage systems.
  • According to the BP Statistical Review of World Energy, renewable power generation stood at 3147TWh in 2020, which was an uptrend from the 2019 figures, which was around 2789.2TWh. In recent years, the power generation industry has witnessed umpteen number of renewable projects complemented with energy storage systems. Many projects are still on the way to getting added to the national grid of many countries, equipped with sodium sulfur battery systems.
  • As an example, in 2021, JGC Holdings contracted NGK Insulators to supply NAS batteries for its solar plus storage project, which is currently being developed in Mongolia's Zavkhan Province. The 5 MW/3.6 MWh solar-plus-storage project is expected to be operational by 2022.
  • Furthermore, the battery has recently carved out its utility in a hydrogen production project. In September 2020, BASF New Business (BNB) announced plans to supply NGK made NAS batteries for the wind power-based power-to-gas projects to be developed by G-Philos in the coming years. The MoU signed between G-Philos and BNB to co-operate in P2G projects around the world initially covers the supply of up to 19.2MWh of NAS batteries up to 2022. The stored energy in the batteries will be utilized for hydrogen production.
  • Owing to such developments, the renewable energy stabilization segment is expected to grow at the fastest rate during the forecast period.

Asia-Pacific Expected to Dominate the Market

  • The Asia-Pacific region is well-known for its highly developed battery manufacturing market. The shifting momentum toward renewable energy generation sources and the government support for it is the most compelling factors for the high deployment of battery energy storage systems, either in combination with renewable power projects (like wind, solar, etc.) or standalone energy storage projects.
  • Countries like China, India, and Japan have witnessed an upsurge in renewable plus energy storage projects to the greatest extent. In 2020, the energy storage capacity additions in China were more than double as compared to the previous year. China has announced plans to install over 30GW of energy storage systems by 2025. Thus, many projects are queued up in the country to reach the goal.
  • Furthermore, in April 2021, Japan's Ena city announced plans to install renewable plus energy storage projects for the city grid. The renewable power generator, Aichi Prefecture, has entered an agreement with NGK Insulators to purchase NAS batteries for ground-mounted and rooftop solar power installations coming online in the city in 2022.
  • In India, too, the initiatives taken by the government in the field of energy storage are expected to give an impetus to the NAS battery market. India's stationary storage market is in the continuous growth phase. Around 25GWh of batteries were installed in 2020 across front-of-the-meter and behind-the-meter applications. The front-of-the-meter energy storage market stood at around 28MW/20MWh as of 2021 and is at a nascent stage, whereas the behind-the-meter applications are expected to have a major share in the future, around 30GWh by 2037.
  • Such developments are expected to give a thrust to the regional market of NAS batteries in the near future.

Sodium Sulfur Battery Market Competitor Analysis

The sodium sulfur battery market is consolidated. Some of the key players in the market include NGK Insulators Ltd, and BASF SE.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
    • 4.5.2 Restraints
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Renewable Energy Stabilization
    • 5.1.2 Back-Up Power
    • 5.1.3 Load levelling
    • 5.1.4 Other Applications
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Europe
    • 5.2.3 Asia-Pacific
    • 5.2.4 South-America
    • 5.2.5 Middle East & Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 NGK Insulators Ltd
    • 6.3.2 BASF SE

7 MARKET OPPORTUNITIES AND FUTURE TRENDS