查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1690728

北美电池能源储存系统係统：市场占有率分析、行业趋势和成长预测（2025-2030 年）

North America Battery Energy Storage System - 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

价格

※ 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。

简介目录

北美电池能源储存系统市场规模预计在 2025 年为 172.8 亿美元，预计到 2030 年将达到 344.9 亿美元，预测期内（2025-2030 年）的复合年增长率为 14.82%。

北美电池储能係统市场-IMG1

关键亮点

  • 从中期来看，锂离子电池价格下降和可再生能源采用率提高等因素将在预测期内推动北美电池能源储存系统係统市场的发展。
  • 另一方面，其他能源储存系统可能会在研究期间阻碍北美电池能源储存系统係统市场的成长。
  • 在预测期内，用于储存能源的新电池技术的进步可能会为北美 BESS 市场创造有利的成长机会。
  • 由于能源需求不断增加，美国是预测期内成长最快的市场。这一增长归因于该国投资的增加以及政府的支持政策。

北美电池能源储存系统係统市场趋势

锂离子电池成本下降推动市场

  • 北美，尤其是美国的锂离子电池製造商的定价低于图表中显示的平均价格。美国价格下降的主要原因之一是原材料和熟练劳动力的可用性。
  • 2023年全球锂离子电池加权价格约为每千瓦时139美元。锂离子电池价格持续下跌，预计2023年将年与前一年同期比较13.6%，较2013年下降82.12%。随着更多采矿和精製产能运作使用，锂价格预计将趋于缓和，2026年将达到100美元/度。
  • 电池成本的大幅下降得益于持续的研究和开发，包括改进电池材料、减少非活性材料以及提高电池设计和生产产量。此外，电池和储存系统的竞争加剧，导致价格下降，但製造商的利润也减少。
  • 例如，到2024年，ENGIE将在美国实现超过180万千瓦的电池能源储存系统（BESS）容量，自今年1月以来已增加了10,000千瓦。 ENGIE 拥有 24 个计划，其中 6 个是今年运作的项目，已成为领先的 BESS 营运商，尤其是在德克萨斯州的 ERCOT 系统中。
  • 此外，2024 年 8 月，Aggreko 为北美市场推出了两款新的中节点电池储能係统 (BESS)：500kW/250kWh 系统和 250kW/575kWh 系统。这些系统是 Aggreko 绿色升级系列的一部分，专为併併网和离网应用而设计，以减少排放和能源成本。新的 BESS 选项为各种商业和工业应用提供了灵活、便携、即插即用的解决方案。
  • 预计这种情况将进一步降低锂离子电池的价格，使其比其他类型的电池更具成本竞争力，从而增加其在北美地区许多应用中的采用。
  • 此外，快速且持续的成本降低和发展可能会增强锂离子作为该全部区域所有终端用户在能源储存应用中所选择的电池化学成分的地位。预计此类发展将在预测期内推动市场发展。

美国主导市场

  • 美国的电池能源储存系统（BESS）在过去几年发生了重大变化。这得益于对可再生能源基础设施（尤其是住宅和商业领域）投资的增加。
  • 住宅、商业和工业（C&I）领域越来越多地采用太阳能发电系统，预计将成为所研究市场的重要推动力。联邦和州的政策和激励措施（例如投资税额扣抵和可再生能源组合标准）鼓励了对 BESS 设施的投资。
  • 例如，2024 年 7 月，IEDP Renewables North America 在加州弗雷斯诺县推出了 Scarlet I 太阳能园区。该 200MW计划将包括一个 40MW 电池能源储存系统(BESS)，每年将为 68,000 户家庭供电。该计划旨在透过提供清洁、廉价的能源以及支持 230 多个建筑工作和 5 个永久性工作岗位来促进当地经济成长。
  • 一些公司正在进入该地区的电池储能係统市场。例如，2024年8月，Power Sustainable Energy Infrastructure (PSEI)完成了对加州沙漠石英岩太阳能+储能专案的投资第一阶段，获得了50%的权益。该计划将提供 300MW 的太阳能，并包括一个 150MW/4 小时的电池储能係统 (BESS)。透过与 Potentia Renewable 的合作，PSEI 正在扩大其在加州公用事业规模市场的影响力。
  • 在美国，大多数住宅、商业和工业（C&I）应用的能源储存都使用电池储存系统。其他能源储存系统係统包括热能能源储存和机械能源储存。小型电池储能是美国能源储存发展的关键部分。小型电池将安装在发电能力为1MW或以下的设施。
  • 根据美国能源资讯署（EIA）预测，2016年至2023年间，累积安装电池容量将从0.5GW激增至15GW，成长率高达约65%。这种快速成长凸显了 BESS 市场的蓬勃发展，其驱动力来自于再生能源来源的日益整合以及电网稳定性的需求。
  • 因此，考虑到上述因素，预计电池能源储存系统市场将在未来几年占据主导地位。

北美电池能源储存系统係统产业概况

北美电池能源储存系统係统市场规模减少了一半。该市场的主要企业（不分先后顺序）包括比亚迪股份有限公司、LG能源解决方案有限公司、三星SDI、特斯拉公司和松下公司。

其他福利

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

目录

第一章 引言

  • 研究范围
  • 市场定义
  • 调查前提

第二章调查方法

第三章执行摘要

第四章 市场概述

  • 介绍
  • 至2029年的市场规模及需求预测（单位：美元）
  • 近期趋势和发展
  • 政府法规和政策
  • 市场动态
    • 驱动程式
      • 增加可再生能源的采用
      • 锂离子电池成本下降
    • 限制因素
      • 其他能源储存系统係统的存在
  • 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
    • 竞争对手之间的竞争
  • 投资分析

第五章市场区隔

  • 技术类型
    • 锂离子电池
    • 铅酸电池
    • 其他技术类型
  • 应用
    • 住宅
    • 商业/工业
    • 公共产业
  • 地区
    • 美国
    • 加拿大
    • 北美其他地区

第六章 竞争格局

  • 併购、合资、合作与协议
  • 主要企业策略及SWOT分析
  • 公司简介
    • BYD Company Limited
    • Saft Groupe SA
    • Contemporary Amperex Technology Co. Ltd
    • Tesla Inc.
    • LG Energy Solution Ltd.
    • Samsung SDI Co Ltd.
    • Panasonic Corporation
    • Sunverge Energy LLC
    • AES Corporation
  • 其他知名公司名单
  • 市场排名/份额（%）分析

第七章 市场机会与未来趋势

  • 开发新型先进电池化学材料
简介目录
Product Code: 71202

The North America Battery Energy Storage System Market size is estimated at USD 17.28 billion in 2025, and is expected to reach USD 34.49 billion by 2030, at a CAGR of 14.82% during the forecast period (2025-2030).

North America Battery Energy Storage System - Market - IMG1

Key Highlights

  • Over the medium term, factors such as declining lithium-ion battery prices and increased adoption of renewable energy are likely to drive the North American battery energy storage systems market in the forecast period.
  • On the other hand, other energy storage systems will likely hinder the growth of the North America battery energy storage systems market in the studied period.
  • Nevertheless, technological advancements in new battery technologies to store energy will likely create lucrative growth opportunities for the North America BESS market during the forecast period.
  • The United States is the fastest-growing market during the forecast period due to the rising energy demand. This growth is attributed to increasing investments, coupled with supportive government policies in the country.

North America Battery Energy Storage System Market Trends

Declining Cost of Lithium-ion Batteries is to Drive the Market

  • Lithium-ion battery manufacturers in North America, particularly in the United States, include lower prices than the average mentioned in the graph. One of the major causes of lower prices in the United States is the availability of raw materials and skilled manpower.
  • In 2023, the global weighted price of lithium-ion batteries was around USD 139 per kWh. Lithium-ion battery prices are falling continuously; they decreased by 13.6 percent in 2023 year-on-year and by 82.12 percent since 2013. Lithium prices are expected to ease as more extraction and refining capacity comes online and reach USD 100/kWh by 2026.
  • The drastic cost decline in batteries is due to sustained R&D improving battery materials, reducing non-active materials, and enhancing cell design and production yield. Additionally, battery storage systems have increased competition, which has lowered prices but reduced manufacturers' profits.
  • For instance, in 2024, ENGIE achieved over 1.8 GW of battery energy storage system (BESS) capacity in the United States, adding 1 GW since January. With 24 projects, including six commissioned this year, ENGIE has become a leading BESS operator, particularly in Texas' ERCOT system.
  • Additionlly, in August 2024, Aggreko launched two new mid-node battery energy storage systems (BESS) for the North American market: a 500 kW/250 kWh system and a 250 kW/575 kWh system. These systems are part of Aggreko's Greener Upgrades line, designed for both on and off-grid applications, reducing emissions and energy costs. The new BESS options offer flexible, mobile, plug-and-play solutions for various commercial and industrial applications
  • Such a scenario is expected to reduce lithium-ion battery prices further, making it much more cost-competitive than other battery types, resulting in the increasing adoption of lithium-ion batteries in numerous applications in the North American region.
  • Moreover, the sharp and sustained cost reduction and developments are likely to strengthen lithium-ion as the battery chemistry of choice among all the end-users in energy storage applications across the region. Such developments are expected to drive the market during the forecast period.

The United States to Dominate the Market

  • The battery energy storage system (BESS) in the United States experienced significant changes in the past few years. It is especially in the residential and commercial sectors, supported by rising investments in renewable energy infrastructure.
  • The rise in the adoption of solar PV systems by the residential, Commercial, and industrial (C&I) sectors is expected to be a substantial driver for the market studied. Federal and state-level policies and incentives, such as investment tax credits and renewable portfolio standards, encouraged investments in BESS installations.
  • For instance, in July 2024, IEDP Renewables North America unveiled the Scarlet I Solar Energy Park in Fresno County, California. This 200 MW project, including a 40 MW battery energy storage system (BESS), will power 68,000 homes annually. The project aims to provide clean, affordable energy and contribute to local economic growth by supporting over 230 construction jobs and five permanent positions.
  • several companies are invetsing in the battery energy storage systems in the region. For instance, In August 2024, Power Sustainable Energy Infrastructure (PSEI) completed phase one of its investment in the Desert Quartzite Solar+Storage Project in California, securing a 50% ownership stake. The project will deliver 300 MW of solar power and includes a 150 MW/4-hour battery energy storage system (BESS). This collaboration with Potentia Renewables enhances PSEI's presence in the California utility-scale market.
  • In the United States, most energy storage for residential, Commercial, and industrial (C&I) applications uses battery storage systems. Other energy storage systems include thermal and mechanical energy storage. Small-scale battery storage is a significant part of developing energy storage in the United States. Small-scale battery storage is at facilities with less than 1 MW of generating capacity.
  • According to the U.S. Energy Information Administration (EIA) reveals that from 2016 to 2023, the cumulative installed battery capacity surged from 0.5 GW to 15 GW, marking a notable growth rate of around 65 percent. This swift ascent highlights the burgeoning BESS market, propelled by a rising integration of renewable energy sources and an imperative for grid stability.
  • Therefore, considering the abovementioned factors, the battery energy storage systems market is expected to dominate in the upcoming years.

North America Battery Energy Storage System Industry Overview

The North America battery energy storage system market is semi-fragmented. Some key players in this market (in particular order) include BYD Company Limited, LG Energy Solution Ltd., Samsung SDI Co Ltd, Tesla Inc., and Panasonic Corporation.

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, 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 Increase in Adoption of Renewable Energy
      • 4.5.1.2 Declining Cost of Lithium-ion Batteries
    • 4.5.2 Restraints
      • 4.5.2.1 Presence of Other Energy Storage Systems
  • 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
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Technology Type
    • 5.1.1 Lithium-ion Batteries
    • 5.1.2 Lead-Acid Batteries
    • 5.1.3 Other technology types
  • 5.2 Application
    • 5.2.1 Residential
    • 5.2.2 Commercial & Industrial
    • 5.2.3 Utility
  • 5.3 Geography
    • 5.3.1 United States
    • 5.3.2 Canada
    • 5.3.3 Rest of North America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted & SWOT Analysis for Leading Players
  • 6.3 Company Profiles
    • 6.3.1 BYD Company Limited
    • 6.3.2 Saft Groupe SA
    • 6.3.3 Contemporary Amperex Technology Co. Ltd
    • 6.3.4 Tesla Inc.
    • 6.3.5 LG Energy Solution Ltd.
    • 6.3.6 Samsung SDI Co Ltd.
    • 6.3.7 Panasonic Corporation
    • 6.3.8 Sunverge Energy LLC
    • 6.3.9 AES Corporation
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Development of New Advance Battery Chemistries