![]() |
市场调查报告书
商品编码
1679301
2030 年熔盐能源储存市场预测:按储热系统、储热介质、容量、技术、最终用户和地区进行的全球分析Molten Salt Thermal Energy Storage Market Forecasts to 2030 - Global Analysis By Storage System, Storage Medium, Capacity, Technology, End User and By Geography |
根据 Stratistics MRC 的数据,2024 年全球熔盐能源储存市值为 94.4 亿美元,预计到 2030 年将达到 254.8 亿美元,预测期内的复合年增长率为 18.0%。
这项技术被称为熔盐热能能源储存(MSTES),利用熔盐(通常是硝酸钾和硝酸钠的混合物)将热能储存为热量。然后,这种热能可以转换为电能或用于工业环境。透过提供可调度电力,MSTES 经常用于太阳热能发电发电厂,提供经济实惠的能源储存选择并提高可再生能源系统的效率。
可再生能源整合需求不断成长
熔盐储存器可以储存多余的能量并在需要时释放,即使在太阳能和风能输出波动时也能提供稳定的能源供应。全球各国政府都在鼓励可再生能源计划,并增加对热能能源储存技术的投入。熔盐技术效率高、可长期储存且价格低廉,是大规模整合再生能源来源的理想选择。透过储热材料和系统结构的发展,性能和渗透力将进一步提高。随着对永续能源来源的依赖增加,熔盐储存市场正在扩大。
初期资本成本高
建造熔盐仓储设施需要复杂的工程和昂贵的材料。过高的前期投资增加了金融风险,阻碍了中小企业进入市场。较长的还款期和有限的融资选择进一步阻碍了其采用。政府和私人投资者可能不愿意为短期利润不确定的计划提供资金。因此,即使是具有长期利益的技术也受到商业性规模的限制。
混合系统开发
混合系统将太阳能、风能等再生能源来源与熔盐储存结合,确保持续发电。因此,透过减少碳排放和对石化燃料的依赖,能源系统将更加永续。先进的混合设定透过优化能量转换和热传输来提高整体性能。对混合 TES 系统的投资不断增加,导致其在公共产业和工业领域的采用越来越广泛。随着可再生能源需求的增加,混合系统对于扩大熔盐 TES 应用至关重要。
与其他储能技术的竞争
例如,锂离子电池反应时间快、往返效率高,非常适合短期能源储存。抽水蓄能因其寿命长、扩充性而继续成为大规模能源储存的主要候选者。熔盐 TES 正面临固态电池和储氢等新兴技术的进一步挑战,这些技术有望提供更高的能量密度和灵活性。飞轮和超级电容的开发也将吸引熔盐系统的资金。这导致市场吸收率下降并削弱可再生能源产业的扩张前景。
COVID-19 的影响
COVID-19 疫情对熔盐能源储存(TES) 市场产生了重大影响,导致计划进度延迟、供应链中断以及新安装速度放缓。由于建筑和製造活动暂时停止,可再生能源储存技术的投资面临挫折。然而,由于疫情过后各国政府更加关注可再生能源转型,导致对 TES 解决方案的需求增加,市场展现了韧性。随着人们重新关注永续能源储存技术,长期前景仍然光明。
预测期内,显热储存市场预计将成为最大的市场
透过实现高效的热量保留和释放,显热储存部分预计将在预测期内占据最大的市场占有率。熔盐具有高热容量,可储存太阳能发电厂的多余能量以供日后使用。这使得阴天和夜晚也能持续发电,提升电网的稳定性。熔盐成本低、寿命长,适合大规模能源储存。因此,在对永续能源解决方案的需求不断增长的推动下,市场正在经历稳定成长。
预计发电部门在预测期内将以最高复合年增长率成长
由于能够高效能源储存太阳能和风能等再生能源来源,预计发电部门将在预测期内实现最高成长。透过在高峰需求期间提供储存的能量,我们提高了电网的稳定性。熔盐的高热容量和低成本使其成为大型发电厂的首选。政府对可再生能源的支持和投资不断增加,进一步推动了熔盐的采用。因此,对熔盐 TES 的需求持续成长,确保可靠且永续的发电。
在预测期内,由于对可再生能源和电网稳定性的需求不断增加,预计北美将占据最大的市场占有率。政府对清洁能源的奖励和支持政策正在推动对采用熔盐储能技术的聚光型太阳光电(CSP) 电厂的投资。技术进步正在提高效率、降低成本并增强大规模能源储存能力。美国在加州和内华达州等州开展重大计划,引领市场,而加拿大正在探索潜在的应用。不断增长的能源需求和脱碳目标正在进一步推动该地区的市场扩张。
预计预测期内亚太地区将呈现最高的复合年增长率。这是由于可再生能源的日益普及和政府对清洁能源的支持措施。中国、印度和日本等国家正在大力投资聚光型太阳光电(CSP)计划,这些项目使用熔盐储存来提高电网的稳定性。由于热储存技术的进步和成本的下降,其在工业和公共产业应用中得到了广泛的应用。由于能源消耗的增加和实现碳中和的需求,该地区的市场正在扩大。新的计划开发和策略伙伴关係关係有望使亚太地区在全球能源储存市场中占有一席之地。
According to Stratistics MRC, the Global Molten Salt Thermal Energy Storage Market is accounted for $9.44 billion in 2024 and is expected to reach $25.48 billion by 2030 growing at a CAGR of 18.0% during the forecast period. A technique called Molten Salt Thermal Energy Storage (MSTES) uses molten salts, usually a combination of potassium and sodium nitrate, to store thermal energy as heat. Later on, this thermal energy can be transformed into electricity or put to use in industrial settings. By delivering dispatchable electricity, MSTES is frequently used in solar thermal power plants, providing an affordable energy storage option and enhancing the effectiveness of renewable energy systems.
Rising demand for renewable energy integration
Molten salt storage, which stores surplus energy and releases it when needed, provides a steady energy supply even when solar and wind power output, fluctuates. Globally, governments are encouraging renewable energy initiatives and boosting spending on thermal energy storage technologies. Molten salt technology is perfect for integrating renewable energy sources on a big scale because of its high efficiency, long-duration storage, and affordability. Performance and uptake are further improved by developments in thermal storage materials and system architectures. The market for molten salt storage is still expanding due to this increased dependence on sustainable energy sources.
High initial capital costs
Complex engineering and costly materials are needed to build molten salt storage facilities. Exorbitant initial expenditures raise financial risks and deter small and medium-sized businesses from joining the market. Adoption is further slowed down by lengthy repayment terms and a lack of finance choices. Projects with unclear short-term profits may make governments and private investors hesitant to finance them. Consequently, even if the technology has long-term advantages, commercial expansion is limited.
Development of hybrid systems
Hybrid systems ensure continuous power generation by combining renewable energy sources like solar and wind with molten salt storage. As a result, energy systems become more sustainable by reducing carbon emissions and reliance on fossil fuels. Advanced hybrid setups enhance overall performance by optimising energy conversion and heat transport. Adoption in the utility and industrial sectors is growing as a result of increased investments in hybrid TES systems. Hybrid systems are essential for scaling up molten salt TES applications as the need for renewable energy increases.
Competition from other storage technologies
Lithium-ion batteries, for instance, provide faster response times and higher round-trip efficiency, making them preferable for short-duration energy storage. Pumped hydro storage continues to be a leading contender in large-scale energy storage due to its extended lifespan and scalability. Molten salt TES is further challenged by emerging technologies that promise more energy density and flexibility, such as solid-state batteries and hydrogen storage. Developments in flywheels and supercapacitors also draw money away from molten salt systems. Consequently, market uptake decreases, reducing prospects for expansion in the renewable energy industry.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the Molten Salt Thermal Energy Storage (TES) market, causing delays in project timelines, disruptions in supply chains, and a slowdown in new installations. As construction and manufacturing activities were temporarily halted, investments in renewable energy storage technologies faced setbacks. However, the market showed resilience as governments increasingly focused on renewable energy transition post-pandemic, driving demand for TES solutions. The long-term outlook remains positive, with renewed emphasis on sustainable energy storage technologies.
The sensible heat storage segment is expected to be the largest during the forecast period
The sensible heat storage segment is expected to account for the largest market share during the forecast period by enabling efficient heat retention and release. Molten salts, with their high thermal capacity, store excess energy from solar power plants for later use. This enhances grid stability by providing continuous power generation, even during cloudy periods or at night. The cost-effectiveness and long lifespan of molten salts make them a preferred choice for large-scale energy storage. As a result, the market experiences steady growth, driven by the increasing need for sustainable energy solutions.
The power generation segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the power generation segment is predicted to witness the highest growth rate by enabling efficient energy storage for renewable sources like solar and wind. It enhances grid stability by supplying stored energy during peak demand periods. The high heat capacity and low cost of molten salt make it a preferred choice for large-scale power plants. Increasing government support and investments in renewable energy further boost its adoption. As a result, the demand for molten salt TES continues to grow, ensuring reliable and sustainable power generation.
During the forecast period, the North America region is expected to hold the largest market share due to increasing demand for renewable energy and grid stability. Government incentives and policies supporting clean energy drive investments in concentrated solar power (CSP) plants with molten salt storage. Technological advancements are improving efficiency, reducing costs, and enhancing large-scale energy storage capabilities. The U.S. leads the market, with key projects in states like California and Nevada, while Canada explores potential applications. Rising energy needs and decarbonization goals further boost market expansion in the region.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, owing to increasing renewable energy adoption and government initiatives supporting clean energy. Countries like China, India, and Japan are investing heavily in concentrated solar power (CSP) projects that utilize molten salt storage for enhanced grid stability. Widespread use in industrial and utility-scale applications is being fuelled by advancements in thermal storage technologies and falling costs. The region's market is expanding due to rising energy consumption and the need for carbon neutrality. It is anticipated that new project developments and strategic partnerships would improve Asia Pacific's standing in the global energy storage market.
Key players in the market
Some of the key players profiled in the Molten Salt Thermal Energy Storage Market include Abengoa Solar, BrightSource Energy, SolarReserve, NextEra Energy, Acciona, Fluor Corporation, Siemens Energy, Schneider Electric, General Electric (GE), ACWA Power, Foster Wheeler, SENER, ESI Energy, Bechtel Corporation, TerraPower, CSP Services, SunPower Corporation and Tata Power Solar.
In February 2025, Tata Power Renewable Energy Limited (TPREL) signed a Memorandum of Understanding (MoU) with Oil and Natural Gas Corporation Limited (ONGC) to explore opportunities in the Battery Energy Storage System (BESS) sector1235. This collaboration aims to identify commercial opportunities across various segments of the BESS value chain, including utility-scale systems, grid stabilization, renewable energy integration, microgrids, and EV charging infrastructure.
In April 2024, Schneider Electric partnered with Terrestrial Energy to deploy Terrestrial Energy's Integral Molten Salt Reactor (IMSR) for zero-emission power to industrial facilities and data centers1. The partnership aims to develop commercial opportunities for high-energy users seeking reliable, affordable, and zero-carbon baseload supply.