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市场调查报告书
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1636165

南美洲抽水蓄能储能:市场占有率分析、产业趋势与成长预测(2025-2030)

South America Pumped Hydro Storage - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3个工作天内

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简介目录

南美洲抽水蓄能储能市场规模预计到2025年为1.05吉瓦,预计2030年将达到1.37吉瓦,预测期间(2025-2030年)复合年增长率为5.4%。

南美洲抽水蓄能-市场-IMG1

主要亮点

  • 从长远来看,政府对可再生能源整合和水力发电潜力的目标不断提高,预计将在预测期内推动抽水蓄能市场的成长。
  • 同时,其他能源储存技术的渗透预计将阻碍预测期内南美洲抽水蓄能市场的成长。
  • 话虽如此,技术进步的不断进步可能会在预测期内为南美洲抽水储存市场创造有利的成长机会。
  • 阿根廷预计将主导市场,因为由于其人口众多、电力需求不断增长以及停电频率高,预计在预测期内抽水储存的需求将会增加。

南美洲抽水蓄能储能市场趋势

闭合迴路可望主导市场

  • 闭合迴路泵液压储存系统预计将在南美洲市场出现显着成长。鑑于南美洲丰富的水资源,主要驱动因素之一是对再生能源来源的日益重视,特别是水力发电。封闭式系统采用闭路设计,提供了一种有效的利用和储存能源的方法,并且与非洲大陆对永续能源实践的承诺非常一致。
  • 据国际可再生能源机构称,近年来该地区的水力发电部署大幅增加。 2016年至2023年,新增装置容量成长率约10%左右,显示水力发电的采用不断增加。
  • 此外,闭合迴路抽水蓄能水库固有的灵活性使其成为管理与可再生能源发电相关的间歇性的可靠解决方案。随着南美国家不断将风能和太阳能等多种再生能源来源纳入其能源组合,对充足能源储存的需求变得至关重要。封闭式系统能够在低需求期间储存多余的能量并在需求高峰期间释放它,从而极大地提高了电网的稳定性和可靠性。
  • 监管环境在推动南美洲闭合迴路水泵水力发电的成长方面也发挥着重要作用。该地区各国政府越来越认识到能源储存解决方案在实现能源安全和永续性目标的重要性。旨在促进闭合迴路抽水蓄能计划的支持政策和奖励正在创造有利的投资环境并促进市场扩张。
  • 例如,2023 年 5 月,Engie Brasil Energia 授予安德里茨对其 424 MW Jaguara 水力发电厂进行现代化改造。该水力发电厂位于雷菲纳 (Refina) 的格兰德河 (Grande River) 上,自 1971 年以来一直运作。该计划旨在延长资产寿命并提高绩效。现代化计划计划于2028年终完成。
  • 此外,封闭回路型泵水力储存系统的扩充性满足了该地区不断变化的能源需求。由于这些系统是模组化的,因此可以灵活地增加容量,从而使相关人员能够应对不断变化的能源需求。在南美洲多样化的能源需求和跨境能源交易潜力的背景下,这种扩充性因素尤其重要。
  • 因此,鑑于上述情况,预计闭合迴路将在预测期内占据市场主导地位。

阿根廷可望主导市场

  • 对包括水电再生能源来源的日益关注与抽水储存的特点完美契合。随着阿根廷寻求能源结构多元化并减少对传统石化燃料的依赖,抽水电的多功能性和可靠性将有助于确保永续和有弹性的能源基础设施是一个极其重要的因素。
  • 阿根廷丰富的水力发电潜力进一步增强了抽水蓄能的成长前景。阿根廷拥有丰富的水资源,拥有发展抽水蓄能计划的理想环境。这些计划可以利用现有的水力发电基础设施并有助于能源储存,并提高该国水力发电资源的整体效率和生产力。
  • 此外,阿根廷是抽水电装置容量领先的国家。根据国际可再生能源机构统计,截至2023年,阿根廷拥有约974兆瓦的抽水储存能力,有两个抽水储存计划装置容量容量约为750兆瓦,另有224兆瓦的抽水蓄能储存。
  • 不断变化的监管环境和政府对可再生能源措施的支持在塑造阿根廷抽水电发展轨迹方面发挥关键作用。政府促进永续能源的努力,加上旨在促进能源储存解决方案的奖励和政策,正在创造有利于抽水电发电工程发展的环境。这种支持对于吸引国内投资、推动此类计划的实施具有重要作用。
  • 例如,2023年9月,阿根廷科尔多瓦省启动了价值1亿美元的750兆瓦抽水蓄能电站维修竞标程序。目标是重振格兰德河工厂的活力,并将其恢復到全部潜在产能,该工厂目前的运作约为其指定产能的一半。科尔多瓦的公共能源公司 Epec 正在主导竞标过程并监督发电厂的运作。提案的维修计划持续五年,目标是将格兰德河发电厂的使用寿命延长至少 40 年。
  • 此外,对电网稳定性和可靠性日益增长的需求也为阿根廷抽水蓄能提供了理由。随着阿根廷能源需求改变并采用更多间歇性再生能源来源,抽水蓄能作为电网的稳定力量变得越来越有价值。该技术能够在低需求时期储存多余的能源并在高峰时期释放它,满足该国对灵活和有弹性的能源系统的要求。
  • 因此,鑑于上述几点,预计该国在预测期内将出现强劲增长。

南美洲抽水蓄能储能产业概况

南美洲抽水蓄能储能市场已腰斩。市场主要企业包括(排名不分先后)Voith GmbH &Co KGaA、ContourGlobal PLC、Andritz AG、Vale SA 和Siemens AG。

其他好处:

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

目录

第一章简介

  • 调查范围
  • 市场定义
  • 研究场所

第二章调查方法

第三章执行摘要

第四章市场概况

  • 介绍
  • 抽水蓄能装置容量及预测至 2029 年
  • 最新趋势和发展
  • 政府法规政策
  • 市场动态
    • 促进因素
      • 再生能源整合可再生受到关注
      • 水力发电潜力大
    • 抑制因素
      • 与其他能源储存技术的竞争
  • 供应链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度
  • 投资分析

第五章市场区隔

  • 按类型
    • 开放回路
    • 闭合迴路
  • 按地区
    • 巴西
    • 阿根廷
    • 哥伦比亚
    • 南美洲其他地区

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 主要企业策略
  • 公司简介
    • Voith GmbH & Co KGaA
    • Norte Energia SA
    • ContourGlobal PLC
    • Centrais Eletricas Brasileiras SA
    • Andritz AG
    • Vale SA
    • Siemens AG
    • Mitsubishi Heavy Industries Ltd
    • General Electric Company
    • Iberdrola SA
  • Market Ranking/Share(%)Analysis
  • List of Other Prominent Companies

第七章 市场机会及未来趋势

  • 技术进步
简介目录
Product Code: 50002222

The South America Pumped Hydro Storage Market size is estimated at 1.05 gigawatt in 2025, and is expected to reach 1.37 gigawatt by 2030, at a CAGR of 5.4% during the forecast period (2025-2030).

South America Pumped Hydro Storage - Market - IMG1

Key Highlights

  • Over the long term, increasing government targets to integrate renewable energy coupled with significant hydropower potential is likely to drive the pump hydro storage market's growth during the forecast period.
  • On the other hand, penetration of other energy storage techniques is expected to hamper the growth of the South American pump hydro storage market during the forecast period.
  • Nevertheless, an increase in technological advancements is likely to create lucrative growth opportunities for the South American pump hydro storage market during the forecast period.
  • Argentina is expected to dominate the market due to its large population, increasing electricity demand, and a higher number of power outages, which are expected to propel the need for pump hydro storage during the forecast period.

South America Pumped Hydro Storage Market Trends

Closed-loop is Expected to Dominate the Market

  • The closed-loop pump hydro storage system is anticipated to experience notable growth in the South American market, driven by several strategic factors that underscore the region's evolving energy landscape. One of the key drivers is the increasing emphasis on renewable energy sources, mainly hydropower, as South America boasts abundant water resources. Closed-loop systems, characterized by their closed-circuit design, offer an efficient means of harnessing and storing energy, aligning well with the continent's commitment to sustainable energy practices.
  • According to the International Renewable Energy Agency, hydropower installation has increased significantly in the region in the past few years. Between 2016 and 2023, the growth rate in capacity addition was recorded at around 10%, signifying the increasing adoption of hydropower, which in turn can drive the demand for pump storage.
  • Furthermore, the inherent flexibility of closed-loop pump hydro storage positions it as a reliable solution for managing the intermittency associated with renewable energy generation. As South American countries continue to integrate diverse renewable sources like wind and solar into their energy portfolios, the need for adequate energy storage becomes paramount. Closed-loop systems contribute significantly to grid stability and reliability due to their ability to store excess energy during periods of low demand and release it during peak demand.
  • The regulatory landscape also plays a crucial role in driving the growth of closed-loop pump hydro storage in South America. Governments across the region are increasingly recognizing the importance of energy storage solutions in achieving energy security and sustainability goals. Supportive policies and incentives aimed at promoting closed-loop pump hydro storage projects create a conducive environment for investments, driving the market's expansion.
  • For instance, in May 2023, Engie Brasil Energia has awarded Andritz to modernize the 424 MW Jaguara hydropower plant. Located on the Grande River in Rifaina, the hydropower plant has been in operation since 1971. The project aims at the extension of asset lifetime and its performance improvement. The modernization project is expected to be completed by the end of 2028.
  • Additionally, the scalability of closed-loop pump hydro storage systems aligns with the region's evolving energy requirements. The modular nature of these systems allows for flexible capacity additions, enabling stakeholders to adapt to changing energy demand dynamics. This scalability factor is particularly significant in the context of South America's diverse energy needs and the potential for cross-border energy trading.
  • Therefore, as per the points mentioned above, the closed-loop segment is expected to dominate the market during the forecast period.

Argentina is Expected to Dominate the Market

  • The increasing focus on renewable energy sources, including hydropower, aligns seamlessly with the attributes of pump hydro storage. As Argentina strives to diversify its energy mix and reduce dependency on traditional fossil fuels, the versatility and reliability of pump hydro storage emerge as pivotal components in ensuring a sustainable and resilient energy infrastructure.
  • The abundant hydropower potential in Argentina further solidifies the growth prospects for pump hydro storage. With a vast array of water resources at its disposal, the country possesses an ideal environment for the development of pump hydro storage projects. These projects can leverage existing hydroelectric infrastructure, contributing not only to energy storage but also enhancing the overall efficiency and productivity of the nation's hydropower resources.
  • Moreover, Argentina is the leading country in the installed capacity pump hydro storage. According to the International Renewable Energy Agency, as of 2023, the country had about 974 MW of pump hydro storage capacity, with two pump hydro storage projects of an installed capacity of about 750 MW and another capacity of 224 MW.
  • The evolving regulatory landscape and government support for renewable energy initiatives play a crucial role in shaping the trajectory of pump hydro storage in Argentina. The government's commitment to fostering sustainable energy practices, coupled with incentives and policies aimed at promoting energy storage solutions, creates a conducive environment for the growth of pump hydro storage projects. This support is instrumental in attracting investments and driving the implementation of such projects within the country.
  • For instance, in September 2023, the province of Cordoba in Argentina initiated a tender process for a USD 100 million contract aimed at refurbishing a 750 MW pumped storage hydropower plant. The goal is to revitalize the Rio Grande facility, currently operating at approximately half of its designated capacity, and restore its full production potential. Epec, the publicly owned energy company of Cordoba, is spearheading the tender process and overseeing the operation of the plant. The proposed refurbishment works are anticipated to span five years, with the objective of extending the lifespan of the Rio Grande plant by a minimum of 40 years.
  • Moreover, the growing need for grid stability and reliability provides a compelling case for the adoption of pump hydro storage in Argentina. As the country experiences shifts in energy demand and incorporates a more significant share of intermittent renewable sources, the ability of pump hydro storage to act as a stabilizing force on the grid becomes increasingly valuable. The technology's capacity to store excess energy during periods of low demand and release it during peak demand aligns with the nation's requirements for a flexible and resilient energy system.
  • Therefore, as per the points mentioned above, the country is expected to witness significant growth during the forecast period.

South America Pumped Hydro Storage Industry Overview

The South American pump hydro storage market is semi-fragmented. Some of the major players in the market (in no particular order) include Voith GmbH & Co KGaA, ContourGlobal PLC, Andritz AG, Vale S.A., and Siemens AG.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Pumped Hydro Storage Installed Capacity and Forecast, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Growing Emphasis on Renewable Energy Integration
      • 4.5.1.2 Significant Hydropower Potential
    • 4.5.2 Restraints
      • 4.5.2.1 Competition From Other Energy Storage Technologies
  • 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 Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 By Type
    • 5.1.1 Open-loop
    • 5.1.2 Closed-loop
  • 5.2 By Geography
    • 5.2.1 Brazil
    • 5.2.2 Argentina
    • 5.2.3 Colombia
    • 5.2.4 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers & Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Voith GmbH & Co KGaA
    • 6.3.2 Norte Energia SA
    • 6.3.3 ContourGlobal PLC
    • 6.3.4 Centrais Eletricas Brasileiras SA
    • 6.3.5 Andritz AG
    • 6.3.6 Vale SA
    • 6.3.7 Siemens AG
    • 6.3.8 Mitsubishi Heavy Industries Ltd
    • 6.3.9 General Electric Company
    • 6.3.10 Iberdrola SA
  • 6.4 Market Ranking/Share (%) Analysis
  • 6.5 List of Other Prominent Companies

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Technological Advancement