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市场调查报告书
商品编码
1859719
2032年电网电池储能係统市场预测:按电池类型、电网介面类型、所有权模式、应用和区域分類的全球分析Grid-Scale Battery Energy Storage Systems Market Forecasts to 2032 - Global Analysis By Battery Type (Lithium-ion, Sodium-Sulfur, Flow Batteries, Lead-Acid and Other Battery Types), Grid Interface Type, Ownership Model, Application and By Geography |
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根据 Stratistics MRC 的数据,全球併网电池储能係统 (BESS) 市场预计到 2025 年将达到 161.5 亿美元,到 2032 年将达到 778.8 亿美元,预测期内复合年增长率为 25.2%。
电池储能係统(BESS)对于维持现代电网的稳定性和可靠性至关重要。 BESS透过在发电量超过需求时储存多余的能量,并在用电高峰期释放能量,从而提高整体效率。这些系统透过平滑太阳能和风能的波动,支持可再生能源的併网,减少对传统燃料的依赖。 BESS还能调节电网的频率和电压,提高电能品质。锂离子电池和下一代电池技术的不断进步正在降低成本并扩大扩充性。随着可再生能源的成长,电网级BESS的广泛应用对于建立一个具有韧性、永续和灵活性的全球能源系统至关重要。
根据美国能源资讯署 (EIA) 的数据,到 2024 年底,美国已运作的电池储能容量超过 12 吉瓦,预计到 2026 年,由于可再生能源併网比例的提高和联邦政府的奖励,这一数字将超过 30 吉瓦。
提高可再生能源併网比例
可再生能源发电,特别是风能和太阳能发电的扩张,显着推动了对电网级电池储能係统(BESS)的需求。由于这些能源的输出波动较大,常常导致电力供需不符。 BESS透过储存过剩能量并在可再生能源发电较低时释放能量来缓解这一问题,从而确保电力供应的稳定性。这种能力提高了电网的灵活性,并支持更多可再生能源的采用。随着各国政府和各产业追求减碳目标和绿能结构,大规模储能係统的整合变得日益重要。因此,电网级BESS正成为推动全球可再生能源转型的重要组成部分。
前期投资和安装成本高
高昂的资本投入仍是电网级储能係统(BESS)广泛应用的主要障碍。儘管电池成本正在下降,但由于安装、控制系统、安全机制和併网要求等因素,计划总成本仍然居高不下。土地征用以及遵守严格的安全和性能标准进一步加重了财务负担。这些巨额的前期投资可能成为公用事业公司和私人开发商的障碍,尤其是在资金筹措紧张或政策支持有限的地区。虽然长期营运效益显而易见,但初期资金障碍仍是一大阻碍。更广泛的财政奖励、政府援助和提高成本效益对于提高大规模储能计划的可行性至关重要。
扩大可再生能源併网
全球可再生能源发电的快速普及为电网级电池储能係统(BESS)产业带来了巨大的成长潜力。随着太阳能和风能发电系统的日益普及,电池储能技术对于稳定波动的能源输出和确保全天候供电变得愈发重要。电网级电池能够储存多余的电力,并在发电量下降时提供电力,使可再生能源发电更有效率。这种能力有助于电力公司维持电网的平衡和可靠性。随着各国加强清洁能源计划,对大容量储能的需求持续成长。因此,可再生能源的扩张将成为推动电网级电池储能解决方案投资和创新的关键催化剂。
供应链中断和原材料短缺
电池储能係统(BESS)产业面临全球供应链中断和锂、钴、镍等关键原料供应短缺的严重风险。对特定矿区的过度依赖使得该行业极易受到地缘政治紧张局势、出口禁运和价格波动的影响。这些因素可能推高生产成本并延缓计划实施。不完善的回收和再利用系统进一步加剧了原材料可得性,威胁到产业的长期永续性。随着全球储能需求的快速成长,原材料短缺可能会限制市场扩张。加强国内供应链、推广材料替代品以及推进回收技术对于缓解电池储能产业原料短缺的威胁至关重要。
全球疫情为电网级电池储能係统(BESS)产业带来了挑战与机会。疫情初期,新冠疫情导致製造业普遍放缓、劳动力短缺和物流瓶颈,多个储能计划因此延期。材料价格上涨和供应链中断进一步限制了系统部署。儘管面临这些挫折,疫情凸显了可靠且具韧性的电力基础设施的重要性。各国政府纷纷响应,在其復苏计画中优先发展可再生能源併网和大规模储能。随着经济重启,对清洁能源技术的投资也随之增加。因此,儘管短期进展受阻,但新冠疫情最终强化了人们对电网级电池储能係统是未来能源系统关键组成部分的认识。
预计在预测期内,锂离子电池(Li-ion)细分市场将占据最大份额。
由于锂离子电池具有卓越的效率、高能量密度和长使用寿命,预计在预测期内,锂离子电池将占据最大的市场份额。这些电池具有快速充放电性能,且易于扩展,因此适用于各种电网应用。设计、成本效益和安全性方面的持续改进,使锂离子电池系统成为公用事业公司和可再生能源开发商的首选。其适应性使其能够与太阳能和风能等间歇性能源来源无缝集成,从而确保电网的可靠性和灵活性。凭藉其久经考验的性能和不断下降的製造成本,锂离子电池仍然是大规模储能和永续电力解决方案的领先技术。
预计在预测期内,独立发电商(IPP)拥有的电力板块将以最高的复合年增长率成长。
预计在预测期内,独立电力生产商(IPP)所属板块将达到最高成长率。独立电力生产商(IPP)正日益采用大规模能源储存系统,以支援可再生能源併网、稳定电力供应,并受益于电网服务,例如频率调节和能源套利。与传统电力公司相比,IPP灵活的经营模式和快速决策能力使其计划执行速度更快。扶持性政策和私人融资机会也在推动IPP主导的计画。随着分散式发电和能源自给自足的日益普及,IPP正成为加速大规模储能技术应用和推动电池储能产业未来发展的关键力量。
在预测期内,亚太地区预计将占据最大的市场份额,这得益于强有力的政策倡议、技术创新和大规模可再生能源投资。中国、日本、印度和韩国等国家在储能技术的应用方面处于领先地位,旨在提高电网灵活性并确保电力供应稳定。快速的工业化、不断增长的电力消耗以及雄心勃勃的清洁能源目标正在加速全部区域储能技术的普及。此外,电池价格的下降和政府的支持计画也推动了储能技术的大规模部署。在基础设施持续升级和对能源永续性重视的推动下,亚太地区继续引领全球电池储能係统(BESS)市场,并保持着成长最快的地位。
预计在预测期内,北美将呈现最高的复合年增长率,这主要得益于强有力的政府政策、不断扩大的可再生能源装置容量以及快速的技术进步。尤其是美国,正透过大规模投资电池储能来推动这一成长势头,旨在提高电网灵活性并实现其无碳目标。奖励、清晰的监管政策以及清洁能源计划正在鼓励公共和私营部门的参与。此外,电池效率的提高和成本的下降也使计划更具可行性。鑑于该地区致力于建立具有韧性和永续的电网,预计北美将在全球电池储能係统(BESS)市场保持最高的复合年增长率。
According to Stratistics MRC, the Global Grid-Scale Battery Energy Storage Systems (BESS) Market is accounted for $16.15 billion in 2025 and is expected to reach $77.88 billion by 2032 growing at a CAGR of 25.2% during the forecast period. Battery Energy Storage Systems (BESS) at the grid scale are essential for maintaining stability and reliability in modern electricity networks. They store surplus energy when production exceeds demand and discharge it during peak usage, improving overall efficiency. These systems support renewable integration by smoothing fluctuations from solar and wind sources and reduce reliance on conventional fuels. BESS also regulate grid frequency and voltage, enhancing power quality. Ongoing progress in lithium-ion and next-generation batteries is driving down costs and expanding scalability. As renewable power grows, widespread adoption of grid-scale BESS will be vital for building a resilient, sustainable, and flexible global energy system.
According to the U.S. Energy Information Administration (EIA), the United States had over 12 GW of operational battery storage capacity by the end of 2024, with projections to exceed 30 GW by 2026 due to increased renewable integration and federal incentives.
Growing integration of renewable energy sources
The expansion of renewable energy generation, particularly from wind and solar, significantly drives the demand for grid-scale BESS. Due to their variable output, these sources often create mismatches between electricity supply and demand. BESS help mitigate this issue by storing surplus energy and discharging it when renewable generation is low, ensuring a steady power supply. This capability improves grid flexibility and supports greater renewable adoption. As governments and industries pursue carbon reduction goals and cleaner power mixes, the integration of large-scale storage systems becomes critical. Consequently, grid-scale BESS are emerging as essential components for advancing global renewable energy transitions.
High initial investment and installation costs
High capital expenditure continues to hinder the widespread adoption of grid-scale BESS. While battery costs have declined, total project expenses remain elevated due to installation, control systems, safety mechanisms, and grid interconnection requirements. Land acquisition and compliance with strict safety and performance standards further raise financial burdens. These significant upfront investments can deter utilities and private developers, particularly in regions with restricted funding or limited policy support. Although long-term operational benefits are evident, the initial financial barrier remains a critical restraint. Broader financial incentives, government aid, and improved cost efficiency are essential to make large-scale energy storage projects more feasible.
Expansion of renewable energy integration
The rapid adoption of renewable power generation globally creates vast growth potential for the grid-scale BESS sector. With the increasing deployment of solar and wind systems, storage technologies are becoming crucial to stabilize fluctuating energy output and ensure round-the-clock supply. Grid-scale batteries enable renewables to operate more efficiently by storing surplus electricity and delivering it when generation dips. This capability helps utilities maintain grid balance and reliability. As nations intensify their clean energy commitments, the need for large-capacity storage continues to grow. Consequently, renewable energy expansion serves as a key catalyst for investment and innovation in grid-scale battery storage solutions.
Supply chain disruptions and raw material shortages
The BESS industry faces serious risks from disruptions in global supply chains and limited availability of essential materials like lithium, cobalt, and nickel. Heavy dependence on specific mining regions makes the sector vulnerable to geopolitical tensions, export bans, and price swings. These factors can escalate manufacturing costs and postpone project execution. Inadequate recycling and recovery systems further strain material availability, threatening long-term sustainability. As global energy storage demand grows rapidly, shortages could restrict market expansion. Strengthening domestic supply networks, promoting material substitution, and advancing recycling technologies are vital to mitigating the threat of raw material constraints in the battery storage sector.
The global pandemic produced both challenges and opportunities for the grid-scale BESS industry. In the early stages, COVID-19 caused widespread manufacturing slowdowns, labour shortages, and logistic bottlenecks that delayed several energy storage projects. Rising material prices and disrupted supply networks further constrained system deployment. Despite these setbacks, the pandemic emphasized the need for reliable and resilient power infrastructure. Governments responded by prioritizing renewable integration and large-scale storage within recovery initiatives. As economies reopened, investment in clean energy technologies increased. Thus, while short-term progress was hindered, COVID-19 ultimately strengthened recognition of grid-scale BESS as a vital component of future energy systems.
The lithium-ion (Li-ion) segment is expected to be the largest during the forecast period
The lithium-ion (Li-ion) segment is expected to account for the largest market share during the forecast period, driven by its outstanding efficiency, high energy density, and long operational lifespan. These batteries deliver rapid charge-discharge performance and are easily scalable, making them well-suited for diverse grid applications. Ongoing improvements in design, cost-effectiveness, and safety have made Li-ion systems the preferred choice for utilities and renewable energy developers. Their adaptability allows seamless integration with intermittent energy sources like solar and wind, ensuring grid reliability and flexibility. Due to their proven performance and declining production costs, lithium-ion batteries remain the dominant technology for large-scale energy storage and sustainable power solutions.
The independent power producer (IPP)-owned segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the independent power producer (IPP)-owned segment is predicted to witness the highest growth rate. Independent Power Producers are increasingly adopting large energy storage systems to support renewable integration, stabilize power supply, and profit from grid services like frequency regulation and energy arbitrage. Their flexible business models and faster decision-making allow quicker project execution compared to traditional utilities. Supportive policies and private financing opportunities are also boosting IPP-led initiatives. As the focus on distributed generation and energy independence grows, IPPs are becoming essential players in advancing large-scale storage deployment and driving future growth across the battery energy storage sector.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, supported by strong policy initiatives, technological innovation, and massive renewable energy investments. Nations such as China, Japan, India, and South Korea are at the forefront of energy storage deployment to improve grid flexibility and ensure stable electricity supply. Rapid industrialization, rising power consumption, and ambitious clean energy targets are accelerating adoption across the region. Furthermore, falling battery prices and government-backed programs are promoting large-scale storage installations. With continuous infrastructure upgrades and a growing focus on energy sustainability, Asia-Pacific remains the leading and fastest-developing region in the global BESS landscape.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, supported by robust government policies, expanding renewable installations, and rapid technological progress. The U.S., in particular, is driving this momentum through large-scale investments in battery storage aimed at improving grid flexibility and achieving decarburization targets. Incentives, regulatory clarity, and clean energy programs are encouraging both public and private sector participation. Furthermore, advancements in battery efficiency and declining costs are making projects increasingly viable. As the region focuses on building resilient and sustainable power networks, North America is set to maintain the highest CAGR in the global BESS market.
Key players in the market
Some of the key players in Grid-Scale Battery Energy Storage Systems (BESS) Market include Avaada, Tesla Energy, Fluence, NextEra Energy Resources, LG Energy Solution, Contemporary Amperex Technology Co. Limited (CATL), Powin Energy, BYD (Build Your Dreams), GridStor, Siemens AG, SunGarner Energies Ltd., Amara Raja Batteries, Tata Power, ABB Ltd and Enel Green Power.
In October 2025, Avaada Group signed a Memorandum of Understanding (MoU) with the Government of Gujarat to invest INR 36,000 crore across solar, wind and battery energy storage system (BESS) projects in the State. The MoU was signed at the Vibrant Gujarat Global Summit 2025. Under the agreement, Avaada Group will establish 5 GW of solar power projects, 1 GW wind power project and 5 GWh of BESS projects across Kutch, Banaskantha and Surendranagar districts of Gujarat.
In July 2025, Tesla has signed a $4.3 billion deal with South Korea's LG Energy Solution to supply lithium iron phosphate (LFP) batteries from its Michigan factory, according to a source cited by Reuters. The move helps Tesla reduce dependence on Chinese imports amid rising U.S. tariffs. The three-year deal, which could be extended by up to seven years, supports Tesla's growing energy storage business.
In July 2025, Fluence Energy, Inc. announced that Fluence has been selected by AGL to deliver the 500 MW / 2000 MWh Tomago Battery Energy Storage System (BESS) in Newcastle, New South Wales, Australia. The deal is Fluence's largest project transaction globally, one of the largest energy storage transactions by MWh in the Australian National Energy Market (NEM) to date, and marks 5 GWh of projects by Fluence in Australia.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.