市场调查报告书
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1569883
到 2030 年电网规模电池储存市场预测:按类型、所有权模式、额定功率、应用和地区进行的全球分析Grid-Scale Battery Storage Market Forecasts to 2030 - Global Analysis by Type (Lithium-Ion, Lead Acid, Flow, Sodium Based and Other Types), Ownership-Model, Power Rating, Application and By Geography |
根据Stratistics MRC预测,2024年全球电网规模电池储存市场规模将达803亿美元,预计2030年将达到3,601亿美元,预测期内复合年增长率为28.4%。
电网规模电池储存是指为储存风能、太阳能等再生能源来源产生的电力而创建的大型能源储存装置,并在需要时将其返回电网。透过在低需求期间储存多余的能源并在需求高峰期间释放它,这些系统可以支援能源管理并平衡供需。电网规模的电池可以稳定能源成本,减少对石化燃料的依赖,并促进再生能源来源融入系统。
增加可再生能源整合
随着可再生能源系统的日益部署,对平衡供需的可靠储能解决方案的需求不断增加。电池可以透过在高峰时段捕获多余的能量并在低发电时段释放它来提高电网的稳定性和效率。这种能力创造了一个协同循环,不仅支持向清洁能源电网的过渡,而且还促进了更多可再生能源的部署,并促进了对电网规模电池技术的进一步投资。
环境问题
对锂和钴等原料开采的环境担忧可能导致栖息地破坏和水污染。此外,电池生命週期还有回收和废弃物管理问题,因为处置不当可能会产生危险废弃物。对这些环境影响的社会和监管审查可能会延迟计划核准并增加合规成本。因此,该产业将面临开发更永续实践的压力,这可能会减缓电网规模电池储存领域的创新和采用。
技术创新
锂硅电池和固态电池等创新技术可提供更长的使用寿命和更高的效能。製造流程的创新降低了生产成本,并使储能解决方案更容易获得。此外,能源管理系统的开发优化了电池储存和再生能源来源的整合,提高了电网稳定性。这些进步不仅有可能满足不断增长的能源需求,还可以加速向永续能源环境的过渡,吸引投资,突显即将推出的创新,并为市场创造成长机会。
与替代技术的竞争
与抽水蓄能、压缩空气能源储存和轮圈等替代技术竞争,为长期能源储存和电网稳定性提供可扩展的解决方案。这些替代技术需要较少的资本投入,并且已经建立了营运框架。此外,这些技术进步可能会吸引人们对电池储存创新的关注和资金。因此,电网规模电池市场的成长潜力可能会受到竞争性能源储存解决方案的吸引力的限制。
COVID-19 的影响
COVID-19 大流行扰乱了供应链并导致製造和计划部署延迟,从而影响了电网规模的电池储存市场。封锁和监管阻碍了建设活动,并减少了电池储存系统的劳动力。然而,这场危机加速了向可再生能源和能源弹性的转变,并凸显了强大的能源储存解决方案的重要性。政府对疫情后绿色復苏和永续性措施的兴趣日益浓厚,刺激了对电网规模电池技术的投资。
锂离子电池预计将在预测期内成为最大的细分市场
由于其高能量密度、高效率和不断下降的成本,锂离子电池预计将在预测期内成为最大的产业。锂离子电池可以快速充电和放电,非常适合平衡供需。此外,其扩充性支援大规模能源管理并提高电网稳定性和弹性。技术和製造的不断进步使锂离子电池变得更容易获得,从而推动了各个地区的投资和采用。
预计尖峰用电移转年增长率在预测期内最高
透过使电力公司能够更有效地管理电力需求,预计尖峰用电移转部分将在预测期内显着成长。透过将能源消耗从尖峰时段转移到非高峰时段,这些系统有助于减轻高需求时期电网的压力。这不仅降低了营运成本,还提高了电网的可靠性和稳定性。随着可再生能源变得越来越普遍,整合电池储存对于平衡间歇性供需变得非常重要。
在预测期内,由于能源需求的增加和向可再生能源的转变,预计亚太地区将主导市场占有率。中国、日本和印度等国家正在大力投资电池技术,以提高电网稳定性并支持清洁能源的整合。可再生能源目标和排放承诺等政府政策和奖励正在进一步加速采用。该地区对提高能源安全和可靠性的关注正在推动创新和吸引投资,同时降低电池成本。
在估计和预测期内,由于可再生能源併网和电网可靠性的提高,预计北美地区的成长率最高。该地区正在重点发展锂离子电池和液流电池等先进技术,以提高能源储存能力。旨在减少碳排放的政府措施和奖励进一步支持市场扩张。此外,公共事业规模的计划以及能源供应商和技术公司之间的合作正在推动创新。随着老化的基础设施需要现代化,电池储存解决方案被认为对于确保高效的能源管理和稳定性至关重要,这使得北美成为全球能源转型的关键参与者。
According to Stratistics MRC, the Global Grid-Scale Battery Storage Market is accounted for $80.3 billion in 2024 and is expected to reach $360.1 billion by 2030 growing at a CAGR of 28.4% during the forecast period. Grid-scale battery storage is the term for large-scale energy storage devices made to store and return electricity produced by renewable energy sources, such wind and solar, to the grid as needed. By storing excess energy during times of low demand and releasing it during times of peak need, these systems can support energy management, and balance supply and demand. Grid-scale batteries help to stabilise energy costs, lessen dependency on fossil fuels, and make it easier to integrate renewable energy sources into the system.
Increased renewable energy integration
Increased renewable energy systems are deployed, the need for reliable storage solutions becomes critical to balance supply and demand. Battery storage enables the capture of excess energy during peak production times and its release during low generation periods, enhancing grid stability and efficiency. This capability not only supports the transition to a cleaner energy grid but also facilitates the deployment of more renewable, creating a synergistic cycle that drives further investments in grid-scale battery technologies.
Environmental concern
Environmental concerns about the extraction of raw materials, such as lithium and cobalt, can lead to habitat destruction and water pollution. Additionally, the lifecycle of batteries raises issues related to recycling and waste management, as improper disposal can result in hazardous waste. Public and regulatory scrutiny over these environmental impacts can delay project approvals and increase compliance costs. Consequently, the industry faces pressure to develop more sustainable practices, which can slow innovation and adoption in the grid-scale battery storage sector.
Technological innovations
Technological innovations such as lithium-silicon and solid-state batteries, offer longer lifespan and improved performance. Innovations in manufacturing processes reduce production costs, making storage solutions more accessible. Additionally, developments in energy management systems optimize the integration of battery storage with renewable energy sources, ensuring better grid stability. These advancements not only meet growing energy demands but also facilitate the transition to a sustainable energy landscape, attracting investments and highlight upcoming technologies, innovations that could potentially create growth opportunities in the market.
Competition from alternative technologies
Competition from alternative technologies like pumped hydro storage, compressed air energy storage, and flywheels offer scalable solutions for long-duration energy storage and grid stability. These alternatives may require lower capital investment and have established operational frameworks. Additionally, advancements in these technologies can draw attention and funding away from battery storage innovations. As a result, the growth potential of the grid-scale battery market can be limited by the attractiveness of competing energy storage solutions.
Covid-19 Impact
The COVID-19 pandemic impacted the grid-scale battery storage market by disrupting supply chains, causing delays in manufacturing and project deployment. Lockdowns and restrictions hindered construction activities and reduced labour availability of battery storage systems. However, the crisis also accelerated the shift towards renewable energy and energy resilience, highlighting the importance of robust energy storage solutions. Increased government focus on green recovery and sustainability initiatives post-pandemic has revitalized investments in grid-scale battery technologies.
The lithium-ion segment is expected to be the largest during the forecast period
The lithium-ion segment is estimated to to be the largest during the forecast period, due to its high energy density, efficiency, and declining costs. Lithium-ion batteries enable rapid charging and discharging, making them ideal for balancing supply and demand. Moreover, their scalability supports large-scale energy management, enhancing grid stability and resilience. With ongoing advancements in technology and manufacturing, lithium-ion batteries are becoming more accessible, driving investments and adoption in various regions, ultimately transforming the energy landscape and supporting a transition to a more sustainable future.
The peak shift segment is expected to have the highest CAGR during the forecast period
The peak shift segment is projected to witness substantial growth during the estimation period, by enabling utilities to manage electricity demand more effectively. By shifting energy consumption from peak to off-peak hours, these systems help reduce strain on the grid during high demand periods. This not only lowers operational costs but also enhances grid reliability and stability. As renewable energy sources gain traction, the integration of battery storage becomes crucial for balancing intermittent supply and demand.
Over the forecasted timeframe, the Asia Pacific region is anticipated to dominate the market share due to increased energy demands and a shift towards renewable energy sources. Countries like China, Japan, and India are investing heavily in battery technologies to enhance grid stability and support clean energy integration. Government policies and incentives, such as renewable energy targets and emissions reduction commitments, are further accelerating adoption. The region's focus on improving energy security and reliability, along with declining battery costs, is fostering innovation and attracting investments.
During the estimation period, the North America region is forecasted to record the highest growth rate, owing to increased renewable energy integration and grid reliability. The region is focusing on advanced technologies, such as lithium-ion and flow batteries, to enhance energy storage capabilities. Government initiatives and incentives aimed at reducing carbon emissions are further propelling market expansion. Additionally, utility-scale projects and collaborations between energy providers and technology companies are fostering innovation. As aging infrastructure requires modernization, battery storage solutions are seen as vital for ensuring efficient energy management and stability, making North America a key player in the global energy transition.
Key players in the market
Some of the key players profiled in the Grid-Scale Battery Storage Market include ABB Ltd., BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), EnerVault Corporation, Engie SA, ESS Tech, Inc., Fluence Energy, Inc., Form Energy, General Electric (GE), Hitachi Energy, LG Energy Solution, NextEra Energy Resources, Northvolt AB, Panasonic Corporation, Redflow Limited, RES Group (Renewable Energy Systems), Saft Groupe S.A., Samsung SDI, Tesla, Inc. and Vionx Energy.
In May 2024, ABB expanded electrification portfolio with acquisition of Siemens' Wiring Accessories business. The acquisition broadened ABB's market reach and complement its regional customer offering within smart buildings.
In February 2024, ABB announced an agreement to acquire SEAM Group, a major provider of energized asset management. The acquisition brought significant additional expertise to customers in the areas of predictive, preventive, and corrective maintenance.
In January 2024, ABB announced to acquire Canadian company Real Tech, a leading supplier of innovative optical sensor technology that enables real-time water monitoring. Through the acquisition, ABB expands its strong presence in the water segment and complement its product portfolio with optical technology critical for smart water management.