全球储能价格趋势：固定电网规模和 BTM 电池存储的预测 (2023-2032)

本报告考察了具有重迭技术和供应商的固定存储市场，并提供了已安装系统和组件的定价分析等信息。

内容

第 1 章执行摘要

• 市场动态
• 市场预测

第二章市场问题

• 市场概览
• 储能技术简介
  • 锂离子电池
  • 先进铅酸电池
  • 压缩空气储能
  • 液流电池
  • 飞轮
  • 钠电池
  • 天然气发电
  • 抽水蓄能发电
  • 超级电容器
• 动力
  • 技术进步
  • 政策进展
  • 製造进度
• 屏障
  • 对短期通胀的影响
  • 高需求和行业间的竞争
  • 材料和供应链障碍
• 网格存储项目的成本构成
• 分布式储能项目的成本构成

第三章产业价值链

• 锂离子电池价值流组成部分
  • 上游影响
  • 对中游的影响
  • 下游影响

第四章市场预测

• 调查方法
• 锂离子电池价格
• 网格存储项目的技术比较
• 锂离子 ESS 项目定价：按组件
  • 住房
  • C&I
  • 效用等级

第 5 章结论和建议

• 要点
• 推荐
  • ESS 供应商
  • 存储适配器

第 6 章缩略语列表

第 7 章目录

第 8 章图表

第9章研究范围、来源与研究方法、註释

The stationary energy storage market is undergoing rapid and significant changes, resulting in a push and pull effect on system pricing. As grid operators and end users around the world aim for aggressive decarbonization targets, energy storage plays an integral role in the mix of technology solutions. Lithium ion (Li-ion) battery manufacturers are rushing to ramp up manufacturing capacity as demand soars from the stationary and mobility sectors.

Several internal and external factors have contributed to sharp price increases for grid-scale Li-ion energy storage systems (ESS) over the past 2 years. With limited options for mature, clean, dispatchable technologies and with fast-approaching clean electric mandates, current demand among many utilities has proven to be inelastic. While higher than average global inflation and rising demand have driven prices up in the short term, longer-term challenges such as limited raw material availability and refining and manufacturing capacity are prevalent throughout the Li-ion supply chain. These challenges are being met with robust new developments from battery manufacturers, technology developers, and political leaders, resulting in a complex and fast-moving market for the foreseeable future.

This report provides analysis and detailed projections through 2032 of installed system and component prices for stationary storage markets with overlapping technologies and vendors: residential energy storage, commercial and industrial (C&I) energy storage, and utility-scale energy storage of varying system durations. The report focuses primarily on pricing specifics for Li-ion ESS-the predominant technical solution in the marketplace today-but also includes comparison pricing for other advanced stationary storage technologies.

Table of Contents

1. Executive Summary

• 1.1 Market Update
• 1.2 Market Forecast

2. Market Issues

• 2.1 Market Overview
• 2.2 Introduction to Energy Storage Technologies
  • 2.2.1 Li-Ion Batteries
  • 2.2.2 Advanced Lead-Acid Batteries
  • 2.2.3 Compressed Air Energy Storage
  • 2.2.4 Flow Batteries
  • 2.2.5 Flywheels
  • 2.2.6 Sodium-Based Batteries
  • 2.2.7 Power to Gas
  • 2.2.8 Pumped Hydro Storage
  • 2.2.9 Ultracapacitors
• 2.3 Drivers
  • 2.3.1 Technical Advances
  • 2.3.2 Policy Advances
  • 2.3.3 Manufacturing Advances
• 2.4 Barriers
  • 2.4.1 Short-Term Inflation Impacts
  • 2.4.2 High Demand and Competition among Industries
  • 2.4.3 Material and Supply Chain Hurdles
• 2.5 Cost Components of Grid Storage Projects
• 2.6 Cost Components of Distributed Energy Storage Projects

3. Industry Value Chain

• 3.1 Li-Ion Battery Value Stream Components
  • 3.1.1 Upstream Impacts
  • 3.1.2 Midstream Impacts
  • 3.1.3 Downstream Impacts

4. Market Forecasts

• 4.1 Methodology
• 4.2 Li-Ion Cell Prices
• 4.3 Grid Storage Project Technology Comparisons
• 4.4 Li-Ion ESS Project Pricing by Component
  • 4.4.1 Residential
  • 4.4.2 C&I
  • 4.4.3 Utility Scale

5. Conclusions and Recommendations

• 5.1 Key Takeaways
• 5.2 Recommendations
  • 5.2.1 ESS Vendors
  • 5.2.2 Storage Adopters

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes

List of Tables

Grid Storage Project Cost Components and Base, Low, and High Case Assumptions

• Utility-Scale Li-Ion Battery System Pricing by System Duration, 20 MW, Base Case, Average Installed Costs, World Markets: 2023-2032
• Large Format Li-Ion Battery Cell Pricing by Technology Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale ESS CAPEX Assumptions by Technology, Base Case, Average Installed Costs, World Markets: 2023-2032
• Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, Base Case, Average Installed Costs, US: 2023-2032
• Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, High Case, Average Installed Costs, US: 2023-2032
• Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, Low Case, Average Installed Costs, US: 2023-2032
• C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, Base Case, Average Installed Costs, US: 2023-2032
• C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, High Case, Average Installed Costs, US: 2023-2032
• C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, Low Case, Average Installed Costs, US: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, High Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, Low Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, High Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, Low Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, High Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, Low Case, Average Installed Costs, World Markets: 2023-2032

List of Figures

• Utility-Scale Li-Ion Battery System Pricing by System Duration, 20 MW, Base Case, Average Installed Costs, World Markets: 2023-2032
• Large Format Li-Ion Battery Cell Pricing by Technology Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale ESS CAPEX Assumptions by Technology, Base Case, Average Installed Costs per kW, World Markets: 2023-2032
• Utility-Scale ESS CAPEX Assumptions by Technology, Base Case, Average Installed Costs per kWh, World Markets: 2023-2032
• Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, Base Case, Average Installed Costs, US: 2023-2032
• C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, Base Case, Average Installed Costs, US: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
• Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032

Battery Material Mining & Refining Capacity

Li-ion Battery Value Chain