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市场调查报告书
商品编码
1716374
2032 年长期能源储存市场预测:按类型、储能时长、应用、最终用户和地区进行的全球分析Long Duration Energy Storage Market Forecasts to 2032 - Global Analysis By Type, Storage Duration, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球长时能源储存(LDES) 市场预计在 2025 年达到 55 亿美元,到 2032 年将达到 142 亿美元,预测期内的复合年增长率为 14.6%。
长时能源储存(LDES) 是能源储存系统。这些系统透过在发电量低的时期提供可靠的备用电源,帮助平衡太阳能和风能等可再生能源发电的间歇性。先进电池、抽水蓄能和热能储存等 LDES 技术可以支援电网稳定并确保持续的电力供应。这些对于提高能源弹性、减少对石化燃料的依赖以及实现永续的低碳能源未来至关重要。
根据美国太阳能产业协会(SEIA)的数据,2023年美国太阳能安装量将达3,240万千瓦,比2022年成长51%。
可再生能源整合
可再生能源融入市场对于稳定电网和提高能源可靠性起着关键作用。透过储存太阳能和风能等再生能源来源产生的多余能源,LDES 系统为间歇性发电提供了永续的解决方案。这种整合有助于平衡供需,即使在可再生能源产量较低的时期也能确保稳定的电力供应。随着对清洁能源的需求不断增长,LDES 技术实现了向低碳、可再生能源未来的无缝过渡。
与其他能源储存解决方案的竞争
来自锂离子电池和抽水发电等其他能源储存解决方案的竞争可能会阻碍市场成长。这些替代技术通常前期成本较低、部署速度更快,儘管储存能力更强,但最终可能会被 LDES 解决方案所掩盖。因此,LDES 将在确保投资和市场占有率面临挑战,限制其满足长期能源储存需求的潜力,并可能减缓向更永续和可靠的能源系统的过渡。
能源独立与安全
能源独立和市场安全对于创造稳定和永续的能源未来至关重要。可再生能源发电技术可以长期储存可再生能源,即使在发电水平下降时也能确保稳定的电力供应。这将减少对石化燃料的依赖并提高电网的可靠性。随着对清洁能源的需求不断增长,LDES 在确保能源供应、减轻干扰以及支持向更具弹性和自给自足的能源系统过渡方面发挥关键作用。
监管和政策的不确定性
监管和政策的不确定性可能会严重阻碍市场成长。不一致或不明确的法规会造成投资风险,并阻碍公司在 LDES计划中投入资源。如果没有明确的政策支持,例如奖励和补贴,LDES 技术可能难以与现有解决方案竞争。这种不确定性将减缓技术创新,减缓 LDES 的部署,并最终阻碍向更灵活和永续的能源基础设施的过渡。
COVID-19的影响
COVID-19 疫情对市场产生了破坏性影响。供应链中断、劳动力短缺以及製造和安装延迟减缓了 LDES 技术的发展。此外,疫情期间可再生能源计划投资减少和优先事项转变也阻碍了市场成长。然而,这场疫情也凸显了对有弹性的能源系统的必要性,并引发了人们对 LDES 解决方案的新兴趣,认为它是确保疫情后长期能源安全和永续性的关键因素。
飞轮能源储存市场预计将成为预测期内最大的市场
预计飞轮能源储存领域将在预测期内占据最大的市场占有率。透过以旋转动能的形式储存能量,飞轮可提供快速的反应时间和较长的循环寿命。飞轮非常适合平衡间歇性再生能源来源并长期稳定电网。飞轮系统维护成本低、效率高,有助于保障能源安全、减少对石化燃料的依赖,并有助于向永续、有弹性的能源网过渡。
预计住宅领域在预测期内将实现最高的复合年增长率。
预计住宅领域在预测期内将出现最高的成长率。 LDES 技术(例如先进的电池和飞轮)使住宅能够储存多余的可再生能源,以便在发电量低或停电期间使用。这些解决方案延长了储能时间,使电网更具弹性,并减少了对石化燃料的依赖。随着对永续能源解决方案的需求不断增加,住宅LDES 将在创建自给自足和节能住宅发挥关键作用。
在预测期内,由于可再生能源需求的不断增加,预计亚太地区将占据最大的市场占有率。中国、日本和印度等国家正大力投资LDES技术,以支持清洁能源转型。由于可再生资源丰富且需要可靠的能源储存,先进电池和抽水蓄能等 LDES 解决方案是克服间歇性发电、提高电网弹性和实现该地区永续性目标的关键。
预计北美地区在预测期内将呈现最高的复合年增长率。与电池、液流电池和热能储存系统等能源储存技术相关的成本的降低使得 LDES 在经济上更加可行。此外,北美联邦和州政府透过拨款、津贴和税收优惠等方式加强对能源储存的支持。例如,美国《通膨削减法案》中包含支持能源储存技术的条款,有利于LDES的发展。
According to Stratistics MRC, the Global Long Duration Energy Storage Market is accounted for $5.5 billion in 2025 and is expected to reach $14.2 billion by 2032 growing at a CAGR of 14.6% during the forecast period. Long Duration Energy Storage (LDES) describes energy storage systems designed to store and discharge electricity over extended periods, ranging from several hours to days or even weeks. These systems help balance intermittent renewable energy sources like solar and wind by providing a reliable backup during periods of low generation. LDES technologies, such as advanced batteries, pumped hydro, or thermal storage, can support grid stability and ensure a steady power supply. They are critical for enhancing energy resilience, reducing reliance on fossil fuels, and enabling a sustainable, low-carbon energy future.
According to the Solar Energy Industries Association (SEIA), the U.S. installed 32.4 GW of solar energy in 2023, a 51% increase from 2022.
Integration of Renewable Energy
The integration of renewable energy into the market plays a crucial role in stabilizing power grids and enhancing energy reliability. By storing excess energy generated from renewable sources like solar and wind, LDES systems provide a sustainable solution for intermittent generation. This integration helps balance supply and demand, ensuring consistent power availability during periods of low renewable output. As the demand for clean energy increases, LDES technologies enable a seamless transition to a low-carbon, renewable-powered future.
Competition from other energy storage solutions
Competition from other energy storage solutions, such as lithium-ion batteries or pumped hydro storage, can hinder the growth of the market. These alternative technologies, often with lower upfront costs and faster deployment, may overshadow LDES solutions despite their longer storage capabilities. As a result, LDES might face challenges in securing investment and market share, limiting its potential to address energy storage needs for extended periods and delaying the transition to more sustainable, reliable energy systems.
Energy Independence and security
Energy independence and security in the market are vital for creating a stable and sustainable energy future. LDES technologies store renewable energy for extended periods, ensuring a consistent power supply even when generation is low. This reduces dependence on fossil fuels and enhances grid reliability. As demand for cleaner energy grows, LDES plays a critical role in securing energy supply, mitigating disruptions, and supporting the transition to a more resilient and self-sufficient energy system.
Regulatory and policy uncertainty
Regulatory and policy uncertainty can significantly impede the growth of the market. Inconsistent or unclear regulations can create investment risks, discouraging companies from committing resources to LDES projects. Without clear policy support, such as incentives or subsidies, LDES technologies may struggle to compete with established solutions. This uncertainty can also slow down innovation and delay the widespread adoption of LDES, ultimately hindering the transition to a more resilient, sustainable energy infrastructure.
Covid-19 Impact
The COVID-19 pandemic had a disruptive impact on the market. Supply chain interruptions, labor shortages, and delays in manufacturing and installation slowed the development of LDES technologies. Additionally, reduced investment in renewable energy projects and shifting priorities during the pandemic hindered market growth. However, the pandemic also highlighted the need for resilient energy systems, sparking renewed interest in LDES solutions as a key element in ensuring long-term energy security and sustainability post-pandemic.
The flywheel energy storage segment is expected to be the largest during the forecast period
The flywheel energy storage segment is expected to account for the largest market share during the forecast period. By storing energy in the form of rotational kinetic energy, flywheels offer rapid response times and long cycle lives. They are well-suited for balancing intermittent renewable energy sources and providing grid stability over extended periods. With minimal maintenance and high efficiency, flywheel systems can contribute to energy security, reduce dependence on fossil fuels, and support the transition to a sustainable, resilient energy grid.
The residential segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the residential segment is predicted to witness the highest growth rate. LDES technologies, such as advanced batteries and flywheels, enable homeowners to store excess renewable energy for use during periods of low generation or power outages. These solutions offer extended storage durations, improving grid resilience and reducing reliance on fossil fuels. As demand for sustainable energy solutions grows, residential LDES will play a crucial role in creating self-sufficient, energy-efficient homes.
During the forecast period, the Asia Pacific region is expected to hold the largest market share driven by increasing demand for renewable energy. Countries like China, Japan, and India are investing heavily in LDES technologies to support their clean energy transitions. With abundant renewable resources and the need for reliable energy storage, LDES solutions such as advanced batteries and pumped hydro are key to overcoming intermittent power generation, improving grid resilience, and achieving sustainability goals in the region.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR. The reduction in costs associated with energy storage technologies, including batteries, flow batteries, and thermal storage systems, has made LDES more financially viable. Additionally, Governments at both federal and state levels in North America are increasingly supporting energy storage through subsidies, grants, and tax incentives. For instance, the U.S. Inflation Reduction Act includes provisions for supporting energy storage technologies, which benefits LDES development.
Key players in the market
Some of the key players profiled in the Long Duration Energy Storage Market include Alsym Energy Inc., Ambri Incorporated., CMBlu Energy AG., Energy Vault, Inc., Eos Energy Enterprises, ESS Tech, Inc., Form Energy, GKN Hydrogen, Highview Power, Invinity Energy Systems, QuantumScape Battery, Inc., RheEnergise Limited., SFW., Sumitomo Electric Industries, Ltd., VFlowTech Pte Ltd. and VoltStorage.
In February 2025, Sumitomo Electric Industries Ltd (TYO:5802) has launched a project to install a 4-MW/12.5-MWh redox flow battery system in Ama Town, in Japan's Oki Islands.The project is a joint effort between Chugoku Electric Power Transmission & Distribution Co Inc, Ama Town, and como-gomo.company, supported by a subsidy from Japan's ministry of the environment.
In January 2024, Sumitomo Electric Industries, Ltd. announced that its redox flow battery (hereinafter "RF battery") has been selected as a grid-scale battery for a power system stabilization project by SHIN-IDEMITSU Co., Ltd. (Headquarters: Hakata-ku, Fukuoka; President and Group CEO: Yasunori Idemitsu; hereinafter "IDEX"). Construction for this project has now commenced in Kumamoto.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.