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2030 年熔盐电池市场预测:按电池类型、应用、最终用户和地区进行的全球分析Molten Salt Battery Market Forecasts to 2030 - Global Analysis By Battery Type (Liquid Metal Batteries, Sodium-Sulphur Battery, Sodium-Nickel Chloride Batteries, Thermal Batteries and Other Battery Types), Application, End User and By Geography |
根据Stratistics MRC预测,2023年全球熔盐电池市场规模将达24亿美元,预计2030年将达到128亿美元,预测期内复合年增长率为26.9%。
熔盐电池是一种具有高功率输出和能量密度的电池系统,采用熔盐作为电解质。熔盐电池储存太阳能和风电场产生的能量并将其供应给网路。电池在充电和放电时会自热,从而维持熔盐电池系统运作的高温。
根据EIA的数据,2018年中国在亚太地区新型电动车销量位居全球第一。根据国际能源总署的报告,挪威、德国和法国等国家的电动车新销量成长强劲。
对能源储存方案的需求增加
随着世界向太阳能和风能等可再生能源发电过渡,有效储存和利用高峰期产生的能源的需求越来越大。熔盐电池因其高能量密度、长循环寿命以及有效储存大量能量的能力而提供了一种有前景的解决方案。此外,这些电池可以在可再生能源发电中储存多余的能量,并在需求高或可再生能源发电低时将其释放。
初期投资成本高
熔盐电池系统需要复杂的设计、专用材料和高温操作,导致初始成本较高。与多年来成本大幅降低的锂离子电池等成熟能源储存技术不同,熔盐电池仍需要大量资本投资。这些高成本可能会阻止潜在买家,特别是在预算有限或资本投资优先事项竞争的行业和地区。此外,由于投资收益的不确定性以及与高初始成本相关的较长投资回收期,投资者和计划开发商可能会对投入熔盐电池计划犹豫不决。
技术进步
随着研究和开发的进步,旨在提高熔盐电池技术的效率、性能和成本效益的创新不断涌现。与其他能源储存解决方案相比,材料科学、电池化学和製造流程的突破有助于提高熔盐电池的整体竞争力。这些进步提高了能量密度、更长的循环寿命、更快的充电/放电速率和更高的安全性,使熔盐电池对各种应用更具吸引力。
与现有技术的竞争
尤其是锂离子电池,由于其广泛采用、经过验证的性能以及随着时间的推移成本不断下降,在能源储存占据主导地位。熔盐电池面临着与这些已经拥有巨大市场占有率和投资者信心的现有技术竞争的挑战。然而,锂离子电池的熟悉度和成熟的供应链使其成为许多能源储存应用的首选。
最初,封锁和监管扰乱了供应链和製造业务,扰乱了生产和分销。结果,计划进度和安装被推迟,影响了熔盐电池在各种应用中的采用率,包括能源储存系统和电网稳定。然而,疫情也凸显了可靠能源储存解决方案的重要性,特别是在确保关键基础设施和医疗设施不间断供电方面。
液态金属电池领域预计将在预测期内成为最大的领域
液态金属电池领域在预测期内占据最大的市场占有率。这些电池采用液态金属电极和熔盐电解质,具有卓越的能量密度、长循环寿命和高效率,使其成为大规模能源储存应用的理想选择。它们储存大量能量并快速释放的能力使其特别适合电网级能源储存、可再生能源併网以及风能和太阳能等间歇性能源来源的稳定。
预计聚光型太阳光电产业在预测期内的复合年增长率最高。
预计聚光型太阳光电产业将在整个预测期内保持良好的成长。 CSP 发电厂使用镜子和透镜将阳光聚焦到一个小区域并产生高温热量。即使没有阳光,这些储存的能量也可以按需发电。此外,熔盐电池透过提供高效且经济高效的能源储存方案来补充 CSP 技术,使 CSP 发电厂无论天气或一天中的时间如何提供稳定的电力输出。
估计期间,北美地区所占份额最大。在环境问题和政府奖励的推动下,该地区正在迅速转向可再生能源。熔盐电池在这一转变中发挥关键作用,透过提供高效的能源储存解决方案,将可再生能源整合到电网中,提高电网的稳定性和可靠性。此外,这样的生态系统正在促进熔盐电池技术的开发和普及,并吸引国内外投资进入市场。
由于能源需求不断增加以及对永续能源解决方案的日益关注,预计亚太地区在整个阴天期间将显着增长。熔盐电池为能源储存提供了一种可行的选择,特别是在太阳能潜力巨大的地区,例如澳洲、印度和中国,这些地区越来越重视太阳能整合。此外,旨在促进可再生能源和减少碳排放的政府措施和政策正在推动对能源储存基础设施的投资,并为熔盐电池创造有利的市场环境。
According to Stratistics MRC, the Global Molten Salt Battery Market is accounted for $2.4 billion in 2023 and is expected to reach $12.8 billion by 2030 growing at a CAGR of 26.9% during the forecast period. With a high power and energy density, molten salt batteries are a type of battery system that uses molten salts as electrolytes. Melted salt batteries store the energy generated by solar and wind power plants and feed it into the networks. The battery self-heats during charging and discharging, maintaining the high temperature at which the molten salt battery system operates.
According to the EIA, China led the world in new electric car sales in the Asia Pacific area in 2018. According to the reports of the International Energy Agency, countries like Norway, Germany, and France reported a significant growth in the new sales of electric vehicles.
Increasing demand for energy storage solutions
With the global transition towards renewable energy sources like solar and wind power, there is a growing need to effectively store and utilize the energy generated during peak production periods. Molten salt batteries offer a promising solution due to their high energy density, long cycle life, and ability to store large amounts of energy efficiently. Furthermore, these batteries can store excess energy when renewable sources are generating power and discharge it when demand is high or during periods of low renewable energy production.
High initial investment costs
The complex design, specialized materials, and high-temperature operation required by molten salt battery systems contribute to elevated upfront expenses. Unlike established energy storage technologies, such as lithium-ion batteries, which have undergone significant cost reductions over the years, molten salt batteries still require substantial capital investment. These high costs can deter potential buyers, particularly in industries or regions with budget constraints or competing priorities for capital expenditure. Additionally, investors and project developers may be hesitant to commit to molten salt battery projects due to uncertainties surrounding the return on investment and the longer payback periods associated with these high initial costs.
Technological advancements
As research and development efforts progress, innovations aimed at enhancing the efficiency, performance, and cost-effectiveness of molten salt battery technology are continually emerging. Breakthroughs in materials science, battery chemistry, and manufacturing processes contribute to improving the overall competitiveness of molten salt batteries compared to other energy storage solutions. These advancements lead to increased energy density, longer cycle life, faster charging and discharging rates, and improved safety features, making molten salt batteries more attractive for various applications.
Competition from established technologies
Lithium-ion batteries, in particular, have dominated the energy storage landscape due to their widespread adoption, proven performance, and declining costs over time. Molten salt batteries face the challenge of competing with these well-established technologies, which have already secured significant market share and investor confidence. However, the familiarity and established supply chains associated with lithium-ion batteries make them a preferred choice for many energy storage applications.
Initially, disruptions in supply chains and manufacturing operations due to lockdowns and restrictions led to a slowdown in production and distribution. This resulted in delayed project timelines and installations, affecting the adoption rate of molten salt batteries in various applications such as energy storage systems and grid stabilization. However, the pandemic also highlighted the importance of reliable energy storage solutions, particularly in ensuring uninterrupted power supply for critical infrastructure and healthcare facilities.
The liquid metal batteries segment is expected to be the largest during the forecast period
Liquid Metal Batteries segment commanded the largest market share over the projection period. These batteries, characterized by their use of liquid metal electrodes and molten salt electrolytes, offer exceptional energy density, long cycle life, and high efficiency, making them ideal for large-scale energy storage applications. Their ability to store and release large amounts of energy quickly makes them particularly suitable for grid-level energy storage, renewable energy integration, and stabilizing intermittent energy sources like wind and solar power.
The concentrated solar power segment is expected to have the highest CAGR during the forecast period
Concentrated Solar Power segment is expected to hold lucrative growth throughout the estimation period. CSP plants use mirrors or lenses to concentrate sunlight onto a small area, generating high-temperature heat that can be stored in molten salt as thermal energy. This stored energy can then be used to generate electricity on-demand, even when the sun is not shining. Additionally, molten salt batteries complement CSP technology by providing efficient and cost-effective energy storage solutions, enabling CSP plants to deliver consistent power output regardless of weather conditions or time of day.
North America region dominated the largest share during the extrapolated period. The region is witnessing a rapid transition towards renewable energy sources, spurred by environmental concerns and government incentives. Molten salt batteries play a crucial role in this transition by providing efficient energy storage solutions that enable the integration of renewable energy into the grid, thereby enhancing grid stability and reliability. Moreover, this conducive ecosystem fosters the development and deployment of molten salt battery technologies, attracting both domestic and international players to invest in the market.
Due to increased energy demand and a greater focus on sustainable energy solutions, Asia Pacific region is estimated to witness substantial growth throughout the overcast period. Molten salt batteries offer a viable option for energy storage, particularly in regions with high solar potential, such as Australia, India, and China, where there is a growing emphasis on solar energy integration. Moreover, government initiatives and policies aimed at promoting renewable energy and reducing carbon emissions are driving investments in energy storage infrastructure, creating a favorable market environment for molten salt batteries.
Key players in the market
Some of the key players in Molten Salt Battery market include EnSync Energy Systems Inc, Fluence Energy LLC, General Electric Company, NGK Insulators Ltd, Primus Power Corporation, Robert Bosch GmbH, SolarReserve LLC, Sumitomo Electric Industries Ltd, Tesla, Inc, UniEnergy Technologies LLC and ZBB Energy Corporation.
In April 2023, Robert Bosch GmbH announced plans to buy TSI Semiconductors, a major maker of silicon carbide chips. However, Bosch did divulge that it plans to spend $1.5 billion on upgrading TSI's production lines. The company said that the investment will depend on federal funding opportunities and state-level economic development initiatives.
In December 2022, NGK Insulators, Ltd. (hereinafter "NGK") hereby announces that NGK has invested in Japan Green Investment Corp. for Carbon Neutrality (JICN), a public-private fund newly established by the Ministry of the Environment.