市场调查报告书
商品编码
1530861
2030年能源储存市场预测:按技术、应用和地区分類的全球分析Energy Storage Market Forecasts to 2030 - Global Analysis By Technology (Mechanical, Electrochemical, Thermal and Chemical), Application (Residential, Commercial & Industrial, Electric Vehicle (EV) Charging and Other Applications) and By Geography |
根据Stratistics MRC预测,2024年全球能源储存市场规模将达598亿美元,预计2030年将达到1,435亿美元,预测期内复合年增长率为15.7%。能源储存是指回收某一时间点所产生的能源以供日后使用,以达到能源需求与供应之间的平衡。能源储存包括电池、轮圈、蓄热和抽水力发电等多种技术。这些系统储存来自可再生能源、电网电力和石化燃料等能源来源的能量,提供可靠的电力,提高电网稳定性,并支持再生能源来源的整合。
根据国际能源总署(IEA)的资料,到2030年,电网规模的电池储存容量预计将增加15倍,达到160GW。
扩大可再生能源
随着太阳能和风能等可再生能源变得越来越普遍,对能源储存解决方案的需求也随之增加。由于这些能源来源是间歇性的,因此能源储存系统对于平衡供需、确保电网稳定性和最大限度地利用可再生能源至关重要。储能技术能够将更高比例的可再生能源併入电网,减少限电并在发电量低的时期提供备用电力。可再生能源和储存之间的这种共生关係是推动市场成长的关键因素。
初期投资成本高
儘管锂离子电池等技术的价格正在下降,但对于许多潜在用户来说,整个系统的成本(包括安装和整合)仍然很高。这种财务障碍可能会阻碍小规模采用并减缓市场成长,特别是在新兴市场和中小企业。一些储存解决方案的投资回收期较长,加剧了这个问题,如果没有明确的长期效益或支持性政策,就很难证明投资的合理性。
加强政府奖励
世界各国政府正在认识到能源储存在实现清洁能源目标和电网现代化方面所发挥的关键作用。因此,许多政府实施了支持性政策和财政奖励来鼓励储存的采用。这些措施包括税额扣抵、补贴、退税和有利的法规结构。这些奖励显着减轻了消费者和企业的成本负担,使储存解决方案更容易取得且经济可行。政府的支持正在创造新的市场机会并促进能源储存领域的创新。
网路安全风险
随着能源储存系统变得越来越互联数位化,网路安全威胁也在增加。这些系统通常与智慧电网和其他关键基础设施集成,使其成为网路攻击的潜在目标。成功的攻击可能会导致电网不稳定、断电或设备物理损坏。对强大网路安全措施的需求增加了储存计划的复杂性和成本。此外,资料隐私和安全问题可能会降低采用率,特别是对于网格规模和公共事业应用程式。
COVID-19 大流行扰乱了能源储存领域的供应链和计划进度。然而,它也强调了弹性能源系统的重要性,并有可能加速其长期采用。这场危机加强了对能源安全和自给自足的关注,导致人们对住宅和商业储能解决方案的兴趣增加。总体而言,儘管短期影响是负面的,但疫情可能增强了能源储存的长期前景。
电网能源储存领域预计在预测期内规模最大
预计该电网能源储存领域将在预测期内创下最大的市场占有率。电网能源储存在电力系统现代化和再生能源来源中发挥关键作用。该领域的主导地位是由不断增长的电网稳定需求、不断增长的可再生能源渗透率以及不断增长的抑低尖峰负载和负载平衡服务需求所推动的。从大型电池系统到抽水蓄能,电网储存解决方案使公用事业公司能够更有效地管理供需,缓解输电拥堵,并推迟昂贵的基础设施升级。
电动车(EV)充电领域预计在预测期内复合年增长率最高
电动车充电产业预计将在预测期内实现最高成长。全球电动车转型加速推动了电动车充电产业的快速成长。能源储存系统可实现快速充电功能、电网负载管理以及再生能源来源的集成,对电动车充电基础设施变得越来越重要。储能解决方案可以帮助减轻高功率电动车充电对电网的影响,降低尖峰需求费用,并为充电站提供备用电源。随着电动车普及率的飙升和充电网路的扩大,对相关储存解决方案的需求预计将呈指数级增长。
预计亚太地区将主导能源储存市场。该地区在能源储存市场的主导地位是由拥有强大电池和其他储存技术製造基地的国家推动的,例如中国、日本和韩国。可再生能源整合、电网现代化和电动车部署的大量投资正在创造对储能解决方案的巨大需求。政府支持清洁能源和能源安全的政策进一步推动了市场成长。主要行业参与者的存在和对创新的高度重视有助于该地区的市场领导地位。
预计亚太地区在预测期内将出现良好的成长。该地区正在经历都市化和工业化,增加了对可靠、清洁能源的需求。印度和东南亚国家等国家正在增加可再生能源容量,需要储能解决方案来稳定其电网。蓬勃发展的电动车市场,尤其是在中国,正在刺激电动车充电领域的成长。此外,政府为减少碳排放和加强能源安全所做的努力正在加速全部区域能源储存技术的采用。
According to Stratistics MRC, the Global Energy Storage Market is accounted for $59.8 billion in 2024 and is expected to reach $143.5 billion by 2030, growing at a CAGR of 15.7% during the forecast period. Energy storage is the capture of energy produced at one time for use at a later time, enabling a balance between energy demand and supply. It includes various technologies such as batteries, flywheels, thermal storage, and pumped hydro storage. These systems store energy from sources like renewables, grid electricity, and fossil fuels, providing reliable power, enhancing grid stability, and supporting the integration of renewable energy sources.
According to data from the International Energy Agency (IEA), grid-scale battery storage capacity is projected to increase 15-fold by 2030, reaching 160 GW.
Increasing penetration of renewable energy
The growing adoption of renewable energy sources like solar and wind is driving significant demand for energy storage solutions. As these sources are intermittent, energy storage systems are crucial for balancing supply and demand, ensuring grid stability, and maximizing the utilization of renewable energy. Storage technologies enable the integration of higher percentages of renewables into the grid, reduce curtailment, and provide backup power during periods of low generation. This symbiotic relationship between renewable energy and storage is a key factor propelling market growth.
High initial investment costs
While prices for technologies like lithium-ion batteries have decreased, the overall system costs, including installation and integration, remain high for many potential users. This financial hurdle can deter smaller-scale implementations and slow down market growth, particularly in developing regions or for smaller businesses. The long payback periods associated with some storage solutions further compound this issue, making it challenging to justify investments without clear long-term benefits or supportive policies.
Increasing government incentives
Governments worldwide are recognizing the critical role of energy storage in achieving clean energy goals and grid modernization. As a result, many are implementing supportive policies and financial incentives to accelerate storage deployment. These measures include tax credits, grants, rebates, and favorable regulatory frameworks. Such incentives can significantly reduce the cost burden for consumers and businesses, making storage solutions more accessible and economically viable. This governmental support is creating new market opportunities and driving innovation in the energy storage sector.
Cybersecurity risks
As energy storage systems become increasingly connected and digitalized, they face growing cybersecurity threats. These systems often integrate with smart grids and other critical infrastructure, making them potential targets for cyberattacks. A successful attack could lead to grid instability, power outages, or even physical damage to equipment. The need for robust cybersecurity measures adds complexity and cost to storage projects. Additionally, concerns about data privacy and security could potentially slow adoption rates, particularly for grid-scale and utility applications.
The COVID-19 pandemic disrupted supply chains and project timelines in the energy storage sector. However, it also highlighted the importance of resilient energy systems, potentially accelerating long-term adoption. The crisis led to increased focus on energy security and self-sufficiency, boosting interest in residential and commercial storage solutions. Overall, while short-term impacts were negative, the pandemic may have strengthened the long-term outlook for energy storage.
The grid energy storage segment is expected to be the largest during the forecast period
This grid energy storage segment is expected to register the largest market share over the prediction period. Grid energy storage plays a crucial role in modernizing electricity systems and integrating renewable energy sources. This segment's dominance is driven by increasing grid stability needs, rising renewable energy penetration, and growing demand for peak shaving and load leveling services. Grid storage solutions, ranging from large-scale battery systems to pumped hydro storage, enable utilities to manage supply and demand more effectively, reduce transmission congestion, and defer costly infrastructure upgrades.
The electric vehicle (EV) charging segment is expected to have the highest CAGR during the forecast period
The EV charging segment is expected to witness the highest growth during the forecast period. The rapid growth of the EV charging segment is fueled by the accelerating global transition to electric mobility. Energy storage systems are becoming increasingly crucial for EV charging infrastructure, enabling fast charging capabilities, grid load management, and the integration of renewable energy sources. Storage solutions help mitigate the impact of high-power EV charging on the grid, reduce peak demand charges, and provide backup power for charging stations. As EV adoption rates soar and charging networks expand, the demand for associated storage solutions is expected to grow exponentially.
Asia Pacific is expected to dominate the energy storage market. The region's dominance in the energy storage market is driven by countries like China, Japan, and South Korea, which have a robust manufacturing base for batteries and other storage technologies. Significant investments in renewable energy integration, grid modernization, and electric vehicle adoption are creating substantial demand for storage solutions. Government policies supporting clean energy and energy security further boost market growth. The presence of key industry players and a strong focus on technological innovation contribute to the region's market leadership.
Asia Pacific is anticipated to witness lucrative growth during the forecast period. The region is experiencing increasing urbanization and industrialization, driving demand for reliable and clean energy. Countries like India and Southeast Asian nations are ramping up their renewable energy capacities, necessitating storage solutions for grid stability. The booming electric vehicle market, particularly in China, is spurring growth in the EV charging segment. Additionally, government initiatives to reduce carbon emissions and enhance energy security are accelerating the adoption of energy storage technologies across the region.
Key players in the market
Some of the key players in Energy Storage market include AES Corporation, Ballard Power Systems, BYD Company Ltd., Contemporary Amperex Technology Co., Ltd (CATL), Fluence Energy, GE Vernova Inc., Gotion High-Tech, Hitachi Energy Ltd., ITM Power, LG Energy Solution, Nel ASA, NextEra Energy, Panasonic Corporation, Plug Power, Samsung SDI Co., Ltd., Siemens Energy, SunPower, and Tesla.
In June 2024, CATL unveiled TENER, the world's first mass-producible energy storage system with zero degradation in the first five years of use. CATL unveiled this breakthrough technology at ees Europe, the largest and most international exhibition for batteries and energy storage systems in Europe.
In June 2024, Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) and Vertiv (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions, have entered into a strategic technology partnership with a focus on backup power applications for data centres and critical infrastructures, scalable from 200kW to multiple MWs.
In October 2023, SunPower (NASDAQ:SPWR), a leading residential solar technology and energy services provider announced it signed deals with four new home builders for solar standard communities across the country, signaling a rising prioritization of more sustainable, reliable, and affordable energy in new home building. Now Beazer Homes, CC Homes, Meritage Homes and Toll Brothers are pre-installing SunPower Equinox(R) solar systems in select communities, making it easier than ever for homeowners to adopt clean energy. These four deals represent nearly 1,000 solar homes across eight states.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.