![]() |
市场调查报告书
商品编码
1865504
全球长期储能(LDES)市场:预测至2032年-按时间段、能源容量、技术、应用、最终用户和地区进行分析Long-Duration Energy Storage (LDES) Market Forecasts to 2032 - Global Analysis By Duration (Short-LDES (4-12 hours), Mid-LDES (12-24 hours) and Ultra-LDES (>24 hours)), Energy Capacity, Technology, Application, End User and By Geography |
||||||
根据 Stratistics MRC 的一项研究,预计到 2025 年,全球长时储能 (LDES) 市场规模将达到 55.4 亿美元,到 2032 年将达到 143.9 亿美元,在预测期内复合年增长率为 14.6%。
长时储能(LDES)是指能够将电力储存数小时甚至数天的解决方案,从而在可再生能源供应波动期间提供可靠的备用电源。透过储存多余的风能和太阳能,并在电力短缺时释放,长时储能能够增强电网稳定性,确保电力持续供应。热能係统、氢能储存、压缩空气和液流电池等技术正在全球日益广泛的应用。这些系统能够减少对石化燃料的依赖,降低电力成本,并有助于实现碳减排目标。随着全球可再生能源装置容量的成长,长时储能是实现清洁能源目标、同时提升现代电网可靠性和灵活性的关键技术。
根据美国能源局(DOE)的数据,美国计划透过「能源地球计画」(Energy Earthshot)在2030年前将长期储能係统(LDES)的成本降低90%。长期储能计画的目标是开发放电持续时间超过10小时且成本显着降低的储能係统,从而实现电网的深度脱碳。
扩大可再生能源的整合
风能和太阳能的加速普及是推动长时储能(LDES)市场发展的最强因素之一。由于这些能源来源受天气条件影响,因此需要长时储能係统来储存多余的电力,并在发电量下降时将其输送回电网。这既能防止可再生能源的浪费,又能提高清洁能源的可靠性。各国政府和电力公司正在扩大长时储能係统的应用,以减少石化燃料备用发电机的使用,并在尖峰时段和发电低谷期维持电网平衡。随着全球脱碳和净零排放目标的不断推进,可再生能源与长时储能技术的结合应用对于电力产业的转型至关重要。
高昂的资本成本和缓慢的成本削减
长期储能係统(LDES)市场扩张面临的主要挑战之一是建造和运作长期计划所需的大量资本投入。氢能、热能储存和压缩空气等系统需要在设备、安装和土地方面投入巨资,使其成本高于传统的电池储能方案。许多公司由于投资回收期长且其长期经济效益仍在不断完善,因此对采用这些系统持谨慎态度。由于该技术相对较新,产量较低,导致系统价格居高不下。在新兴国家,缺乏资金支持和高昂的借贷成本构成了额外的障碍。在製造业规模扩大和技术创新降低这些系统成本之前,高昂的前期成本可能会继续限制长期储能係统的广泛应用。
石化燃料调峰电厂的替代方案
逐步淘汰石化燃料调峰电厂,为长时储能係统市场带来了强劲的成长机会。传统的调峰电厂燃烧柴油或天然气来满足临时用电高峰,运作成本高昂,且排放排放众多。长时储能係统可以储存过剩的可再生能源,并在用电高峰期释放,提供同等的备用电源。这种方法有助于减少污染、降低对燃料的依赖,并净化空气。随着越来越多的国家计划逐步淘汰老旧的尖峰电厂,电力公司正在寻求环境友善且经济高效的替代方案。长时储能係统(LDES)技术提供了一个扩充性的替代方案,为高峰电力需求管理提供了现代化且永续的解决方案。
与短期储能技术的竞争
低耗能係统(LDES)领域面临的主要风险之一是锂离子电池的日益普及。锂离子电池价格不断下降,效率不断提高,且供应广泛。这些系统拥有强大的产业支援、成熟的供应链和长期的商业成功经验,促使电力公司选择它们而非更新、续航时间更长的技术。电池寿命和成本的持续改善进一步巩固了锂离子电池的市场地位。因此,许多电力系统营运商越来越倾向于使用这些成熟的解决方案来进行可再生能源平衡和尖峰需求管理。如果低耗能係统无法带来更显着的经济效益和更优异的效能,则可能难以与之竞争,导致投资减少,并在能源市场中推广应用速度放缓。
新冠疫情为低压储能係统(LDES)市场带来了衝击和机会。供应链中断、工厂停工和旅行限制导致系统製造延误,计划运作延后。预算限制和不确定性迫使多家公用事业公司和企业暂停或缩减储能投资。然而,随着疫情封锁期间能源使用模式的改变,对可靠且灵活的电力系统的需求日益凸显。许多政府已将可再生能源扩张和清洁能源储存纳入经济復苏计划,增强了其长期市场前景。儘管面临短期挑战,疫情提高了人们对能源可靠性的认识,并重新激发了人们对低压储能係统作为未来电网韧性和永续电力发展关键解决方案的兴趣。
预计在预测期内,电化学领域将占据最大的市场份额。
由于其运作、可靠性以及在可再生能源比例较高的电网中日益增长的应用,预计在预测期内,电化学储能领域将占据最大的市场份额。液流电池和新兴电池设计具有运行时间长、性能稳定和充放电循环效率高等优点,使其成为大规模电力公司的理想选择。这些系统采用模组化设计,易于扩展,并能够支援电网平衡、尖峰供电和可再生能源稳定性等关键功能。企业和电力公司正选择电化学储能作为燃料基备用技术的清洁替代方案。持续的研究、製造成本的下降以及成功的商业部署正在进一步扩大电化学系统在长时储能领域的作用。
预计在预测期内,可再生能源负载转移领域将呈现最高的复合年增长率。
受全球太阳能和风能装置容量快速成长的推动,预计可再生能源负载转移领域在预测期内将实现最高成长率。将多余的绿色能源储存起来,并在发电低谷期或晚间用电高峰期释放,可确保可再生能源的持续稳定供应。这不仅最大限度地减少了能源浪费,增强了电网稳定性,还提高了可再生能源计划的效率。能源供应商更倾向于选择能够应对短期储能无法解决的长期波动问题的长时储能解决方案。随着电网对清洁能源的依赖程度日益加深,负载转移在平滑需求、减少对石化燃料的依赖以及确保可再生能源的长期可靠性方面发挥关键作用。
预计在整个预测期内,北美将占据最大的市场份额,这主要得益于对清洁能源併网和下一代电网技术的大规模投资。该地区的公用事业公司正在迅速扩大可再生能源装置容量,从而推动了对能够应对长达数小时的能源转换的储能係统的需求。联邦和州政府的政策正透过奖励和永续性措施推动储能係统的应用。美国和加拿大的研究机构和科技公司正在积极开发先进的电池、热能和机械能储存解决方案,以促进其商业化应用。凭藉强大的基础设施、创新能力和监管支持,北美仍然是推动大规模、长时储能的关键地区,有助于提高电网可靠性并支持可再生能源的扩张。
由于可再生能源装置容量不断增加以及对稳定能源供应的需求,预计亚太地区在预测期内将呈现最高的复合年增长率。太阳能和风能发电装置容量的快速成长促使电力公司安装长时储能係统,以便在发电量下降时提供电力。该地区许多国家正在推出奖励、政策框架和示范计划,以支持先进的储能技术并减少对石化燃料备用系统的依赖。工业活动的活性化、人口的成长以及电气化趋势使得可靠的电网运作成为重中之重。随着可再生能源不断渗透到各国能源系统中,亚太地区有望成为长时储能解决方案最具活力且成长最快的市场。
According to Stratistics MRC, the Global Long-Duration Energy Storage (LDES) Market is accounted for $5.54 billion in 2025 and is expected to reach $14.39 billion by 2032 growing at a CAGR of 14.6% during the forecast period. Long-Duration Energy Storage (LDES) describes solutions capable of holding electricity for many hours or even days, providing dependable backup when renewable power supply varies. By storing surplus wind or solar energy and releasing it during shortages, LDES strengthens grid stability and ensures continuous power availability. Technologies including thermal systems, hydrogen storage, compressed air, and flow batteries are increasingly being deployed worldwide. These systems help limit fossil-fuel dependence, lower power costs, and support carbon-reduction goals. With global renewable energy capacity rising, LDES has become a key technology for achieving clean-energy targets while improving the reliability and flexibility of modern electricity networks.
According to data from the U.S. Department of Energy (DOE), the U.S. aims to reduce the cost of LDES by 90% by 2030 under its Energy Earthshots Initiative. The "Long Duration Storage Shot" targets storage systems that can deliver 10+ hours of discharge duration at significantly lower cost, enabling deep decarbonization of the grid.
Growing integration of renewable energy
The acceleration of wind and solar deployment is one of the strongest factors boosting the Long-Duration Energy Storage (LDES) market. Because these energy sources fluctuate with weather conditions, longer storage systems are needed to capture surplus electricity and deliver it back to the grid when production drops. This prevents renewable energy waste and makes clean power more dependable. Governments and utility companies are increasingly adopting LDES to limit the use of fossil-fuel backup generators and maintain grid balance during peak demand or low generation hours. With decarbonization and net-zero targets rising worldwide, renewable integration combined with long-duration storage is becoming essential for power sector transformation.
High capital costs and slow cost reduction
A significant challenge limiting the LDES market is the large financial investment needed to build and operate long-duration storage projects. Systems like hydrogen, thermal storage, and compressed air require considerable spending on equipment, installation, and land, making them costlier than conventional battery options. Many companies hesitate because revenue returns are slow and long-term financial benefits are still evolving. Since the technology is relatively new, production volume is low, keeping system prices high. Emerging nations struggle further due to limited financing support and higher borrowing costs. Until manufacturing expands and innovations make these systems cheaper, high upfront expenses will continue to restrict long-duration storage adoption.
Replacement of fossil-fuel peaker plants
The shift away from fossil-fuel peaker plants offers a strong growth pathway for the LDES market. Traditional peaker stations burn diesel or gas to meet temporary demand surges, but they are costly to operate and contribute heavily to emissions. Long-duration storage can supply the same backup power by storing surplus renewable electricity and releasing it during peak hours. This approach cuts pollution, reduces fuel dependence, and supports cleaner air. With more countries planning to phase out outdated peaker plants, utilities are searching for green, cost-efficient alternatives. LDES technologies present a scalable replacement option, enabling a modern, sustainable solution for managing peak energy requirements.
Competition from short-duration battery technologies
One major risk for the LDES sector is the expanding popularity of lithium-ion batteries, which are becoming cheaper, efficient, and widely available. These systems have strong industrial backing, well-established supply chains, and long commercial track records, encouraging utilities to adopt them instead of newer long-duration technologies. Improvements in battery lifespan and cost continue to strengthen lithium-ion's position in the market. As a result, many grid operators prefer these familiar solutions for balancing renewable power and managing peak demand. Without stronger economic benefits and better performance results, LDES may struggle to compete, leading to reduced investment and slower deployment across energy markets.
COVID-19 affected the LDES market with both setbacks and future opportunities. Supply-chain interruptions, factory shutdowns, and travel restrictions slowed system manufacturing and delayed project commissioning. Budget limitations and uncertainty forced several utilities and industries to pause or downsize storage investments. However, as energy usage shifted during lockdowns, the need for dependable and flexible electricity systems became clearer. Many governments included renewable expansion and clean-energy storage in economic recovery programs, strengthening long-term market prospects. Despite short-term hurdles, the pandemic increased awareness of energy reliability, encouraging fresh interest in LDES as a key solution for future grid resilience and sustainable power development.
The electrochemical segment is expected to be the largest during the forecast period
The electrochemical segment is expected to account for the largest market share during the forecast period due to its flexibility, reliability, and growing use across renewable-heavy power networks. Flow batteries and emerging battery designs offer long operating durations, stable performance, and efficient charge-discharge cycles, making them attractive for large utilities. These systems are modular, easy to scale, and capable of supporting critical functions such as grid balancing, peak power supply, and renewable energy firming. Businesses and power operators choose electrochemical storage as a cleaner alternative to fuel-based backup technologies. Continuous research, falling manufacturing costs, and successful commercial installations further expand the role of electrochemical systems in long-duration storage.
The renewable load shifting segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the renewable load shifting segment is predicted to witness the highest growth rate, driven by rapid growth of solar and wind capacity worldwide. By storing surplus green power and releasing it during low-generation periods or evening peaks, it enables continuous and predictable renewable supply. This minimizes energy wastage, enhances grid stability, and improves the efficiency of renewable projects. Energy providers favor long-duration solutions because they can handle longer fluctuations that short-duty storage cannot. With grids becoming increasingly dependent on clean power, load shifting plays a crucial role in balancing demand, reducing fossil-fuel reliance, and enabling long-term renewable reliability.
During the forecast period, the North America region is expected to hold the largest market share, supported by large investments in clean-power integration and next-generation grid technologies. The region's utilities are rapidly adding renewable capacity, which increases demand for storage systems capable of managing multi-hour energy shifts. Federal and state-level policies promote energy-storage deployment through incentives and sustainability commitments. Research centers and technology companies across the U.S. and Canada are actively developing advanced battery, thermal, and mechanical storage solutions, strengthening commercial adoption. With strong infrastructure, innovation, and regulatory backing, North America continues to be the primary region driving large-scale, long-duration energy storage to improve grid reliability and support renewable expansion.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to increasing renewable installations and the need for stable energy supply. Solar and wind capacity are growing quickly, encouraging utilities to adopt long-duration storage that can deliver power when generation drops. Many countries in the region are launching incentives, policy frameworks, and demonstration projects to support advanced storage technologies and reduce dependence on fossil-fuel backup systems. Rising industrial activity, population growth, and electrification trends make reliable grid performance a priority. As renewable power continues to spread across national energy systems, Asia Pacific is becoming the most dynamic and rapidly growing market for long-duration storage solutions.
Key players in the market
Some of the key players in Long-Duration Energy Storage (LDES) Market include ESS, Inc., Highview Power, Energy Dome, Antora Energy, Energy Vault, Sumitomo Electric Industries, Ltd., Eos Energy Enterprises, Invinity Energy Systems, Fluence Inc, NextEra Energy Resources, Form Energy, Ambri, Zenobe Energy, Storelectric and CMBlu.
In September 2025, Highview Power project set to deliver liquid air energy storage to the UK. An engineering-led collaboration between Sulzer and Highview Power will help provide long-duration energy storage at Highview Power's new facility at Carrington, Manchester, which will be the first project to deliver commercial-scale liquid air energy storage to the UK. The signed agreement will see Sulzer supply eight molten salt pumps, five cryopumps and a selection of auxiliary services for the project.
In July 2025, Energy Dome has announced a global commercial partnership with Google using Energy Dome's CO2 Battery technology to enable carbon-free energy for the grids that power Google's operations. Alongside the commercial agreement, Google has made a strategic investment in Energy Dome.
In March 2025, Sumitomo Electric Industries, Ltd. and 3M announce an assembler agreement enabling Sumitomo Electric to offer variety of optical fiber connectivity products featuring 3M(TM) Expanded Beam Optical (EBO) Interconnect technology, a high-performance solution to meet scalability needs of next-generation data centers and advanced network architectures.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.