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市场调查报告书
商品编码
1876708
2032年电网级储能市场预测:按技术、所有权模式、经营模式、应用、最终用户和区域分類的全球分析Grid-Scale Energy Storage Market Forecasts to 2032 - Global Analysis By Technology, Ownership Model, Business Model, Application, End User, and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球电网级储能市场价值将达到 325 亿美元,到 2032 年将达到 1,545 亿美元。
预计在预测期内,电网级储能将以24.9%的复合年增长率成长。电网级储能整合了大型电池、抽水蓄能和热能储存技术,以平衡整个电网的供需。这提高了可再生能源的调度能力,改善了电网稳定性,并减少了对调峰电厂的依赖。电力公司、独立发电企业和电网营运商正在利用储能技术进行频率稳定、降低尖峰需求和提供备用电源。电池成本下降、扶持政策以及可再生能源渗透率的提高正在推动相关投资。
根据国际能源总署(IEA)的数据,到 2022 年底,电网级电池储能设施的总装置容量将达到约 28GW,预计电池将继续推动储能设施的成长。
更广泛地整合间歇性再生能源来源
间歇性再生能源来源併网程度的不断提高,推动了对电网级储能的需求,以平抑供电波动并稳定电网。电池和其他储能係统在可再生发电高峰期储存过剩电能,并在发电量较低时释放,从而提高系统可靠性并减少弃风弃光。这种併网方式有助于提高可再生渗透率,支持辅助服务,并延缓基础设施升级,使储能成为公用事业公司和电网运营商在经济上极具吸引力的选择。此外,政策奖励和技术成本的下降也进一步加速了储能技术的部署。
初始投资成本高,投资回收期长
儘管电网级储能具有许多营运优势,但其高昂的初始资本成本和较长的投资回收期限制了其普及应用。电池、安装和併网都需要大量投资,而收益则取决于市场结构、收费系统和运转率。不明确的法规结构和分散的奖励机制延长了投资回收期,并可能阻碍保守的电力公司和投资者。资金筹措机制和价值迭加策略正在不断发展,但各地区之间仍存在不平衡,这导致成本敏感型市场的计划推进进程受阻。
随着能源需求的成长,业务拓展至新兴市场
快速电气化、可再生能源装置容量的成长以及电网现代化改造的需求,正在推动对灵活性和可靠性服务的需求。在许多地区,老化的基础设施和输电限制使得社区储能成为抑低尖峰负载和延缓资本密集升级改造的理想选择。本地伙伴关係、客製化资金筹措和模组化技术降低了市场准入门槛,使供应商能够获得长期合约并支持永续能源转型。优惠融资和补贴将进一步推动市场成长。
关键物资供应链中断
关键材料供应链中断对电网级储能市场构成重大威胁,导致生产受限和成本上升。电池化学体系对某些矿物的依赖使製造商面临地缘政治风险、出口限制和原物料价格波动。物流瓶颈和加工能力集中在少数国家可能导致计划延期和资金需求增加。製造商正在努力实现供应来源多元化、实施回收计划并采用替代化学体系,但这些措施需要时间和投资才能有效扩大规模。
关键材料供应链中断对电网级储能市场构成重大威胁,因为这会限制生产并增加成本。电池化学体系对某些矿物的依赖使製造商面临地缘政治风险、出口限制和原物料价格波动。物流瓶颈和加工能力集中在少数国家会导致计划延期和资金需求增加。製造商正在寻求供应来源多元化、回收计划和替代化学体系,但这些措施需要时间和投资才能有效扩大规模。
预计在预测期内,公共产业所有权部门将占据最大的市场份额。
预计在预测期内,公共产业公司拥有的储能係统将占据最大的市场份额,因为整合大规模储能係统能够帮助公用事业公司优化电网运作并满足公共产业要求。公共产业允许其进行协调运行,从而实现频率调节、抑低尖峰负载并延缓输电投资,最终带来多元化的收入来源。公共产业能够大量采购、有效利用财务资源并进行长期规划,这有助于其降低成本,并使储能计划与整体系统需求保持一致。随着法规结构朝着有利于灵活性的方向发展,公共产业正在主导各地区的储能係统应用。
预计在预测期内,储能即服务(ESaaS)细分市场将呈现最高的复合年增长率。
预计在预测期内,储能即服务 (ESaaS) 领域将呈现最高的成长率,因为客户对营运灵活性和前期成本的需求日益增长。 ESaaS 使聚合商能够汇集资产并参与市场,从而实现频率响应和需求费用管理等服务的商业化。技术标准化、先进的控制软体和不断发展的收费系统增强了基于服务的产品的商业价值。因此,ESaaS 可以透过客製化的商业合约和效能保证,开拓新的客户群和地理市场。
亚太地区预计将在预测期内保持最大的市场份额,这主要得益于可再生能源的快速普及、工业电气化以及公共产业的强劲投资。中国、日本、韩国和澳洲在容量扩张和采购计画方面处于主导,这些计画优先考虑储能以整合可变发电。大规模的输电网升级和配套的政策框架,包括容量市场和奖励机制,正在吸引国内外供应商。不断扩大的製造能力和本地计划储备进一步巩固了该地区的市场主导地位。
预计亚太地区在预测期内将实现最高的复合年增长率,不断增长的能源需求和政策支持将推动储能技术的快速普及。电气化率的提高、可再生能源的增加以及对电网韧性的投资,正在为东南亚、印度和中国市场带来强劲的利多因素。电池成本的下降和本地製造业的发展正在改善计划的经济效益,而国际供应商正与当地企业合作,扩大部署规模。与成熟市场相比,这些趋势使该地区有望实现更快的成长。
According to Stratistics MRC, the Global Grid-Scale Energy Storage Market is accounted for $32.5 billion in 2025 and is expected to reach $154.5 billion by 2032, growing at a CAGR of 24.9% during the forecast period. Grid-scale energy storage integrates large batteries, pumped hydro, thermal storage, and other technologies to balance supply and demand across electricity networks. It enables renewables to be dispatchable, improves grid stability, and reduces reliance on peaker plants. Utilities, independent power producers, and system operators use storage to keep the frequency stable, cut down on peak demand, and provide backup power. Falling battery costs, supportive policies, and rising renewable penetration drive investment.
According to the IEA, total installed grid-scale battery storage capacity was close to 28 GW at the end of 2022, with batteries projected to lead storage growth.
Rising integration of intermittent renewable energy sources
Rising integration of intermittent renewable energy sources drives demand for grid-scale energy storage by balancing supply variability and stabilizing grids. When renewable energy output is at its highest, batteries and other storage systems store the extra energy and release it when output drops. This makes the system more reliable and cuts down on curtailment. This integration enables higher renewable penetration, supports ancillary services, and defers infrastructure upgrades, making storage economically attractive for utilities and system operators. Additionally, policy incentives and falling technology costs further accelerate deployments.
High upfront capital costs and long payback periods
High upfront capital costs and long payback periods limit the adoption of energy storage systems at a grid scale despite operational benefits. Significant investment is required for batteries, installation, and grid interconnection, while revenue streams depend on market structures, tariffs, and capacity factors. Uncertain regulatory frameworks and fragmented incentive schemes can extend payback timelines, deterring conservative utility and investor appetite. Financing mechanisms and value-stacking strategies are evolving but remain uneven across regions, slowing project pipelines in cost-sensitive markets.
Expansion into emerging markets with growing energy demand
Rapid electrification, rising renewable installations and grid modernization needs create demand for flexibility and reliability services. In many regions, aging infrastructure and transmission constraints make localized storage attractive for peak shaving and deferral of capital-intensive upgrades. Local partnerships, tailored financing, and modular technologies can lower entry barriers, enabling vendors to capture long-term contracts and support sustainable energy transitions. Concessional finance and subsidies will support market growth.
Supply chain disruptions for critical materials
Supply chain disruptions for critical materials pose a significant threat to the market for grid-scale energy storage by constraining production and raising costs. Dependence on specific minerals for battery chemistries exposes manufacturers to geopolitical risks, export controls, and raw material volatility. Logistics bottlenecks and concentration of processing capacity in a few countries can delay project timelines and increase capital requirements. Manufacturers are diversifying supply sources, recycling initiatives, and alternative chemistries, but these responses require time and investment to scale effectively.
Supply chain disruptions for critical materials pose a significant threat to the market for grid-scale energy storage by constraining production and raising costs. Dependence on specific minerals for battery chemistries exposes manufacturers to geopolitical risks, export controls, and raw material volatility. Logistics bottlenecks and concentration of processing capacity in a few countries can delay project timelines and increase capital requirements. Manufacturers are diversifying supply sources, recycling initiatives, and alternative chemistries, but these responses require time and investment to scale effectively.
The utility-owned segment is expected to be the largest during the forecast period
The utility-owned segment is expected to account for the largest market share during the forecast period because utilities can integrate large-scale storage to optimize grid operations and meet regulatory obligations. Utility ownership enables coordinated dispatch for frequency regulation, peak shaving, and deferred transmission investments, capturing multiple revenue streams. Utilities can buy in bulk, use their financial resources effectively, and plan for the long term, which helps them save money and align storage projects with their overall system needs As regulatory frameworks evolve to value flexibility, utilities lead deployments across regions.
The energy storage-as-a-service (ESaaS) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the energy storage-as-a-service (ESaaS) segment is predicted to witness the highest growth rate as customers increasingly prefer operational flexibility and lower upfront costs. ESaaS allows aggregators to pool assets for market participation, monetizing services like frequency response and demand charge management. Technology standardization, sophisticated control software, and evolving tariff structures enhance the business case for service-based offerings. Consequently, ESaaS can unlock new customer segments and geographic markets with tailored commercial arrangements and managed performance guarantees.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, driven by rapid renewable deployment, industrial electrification, and strong utility investment. China, Japan, South Korea, and Australia lead in capacity additions and procurement programs that prioritize storage to integrate variable generation. Large-scale grid upgrades and supportive policy frameworks, including capacity markets and incentive schemes, attract both domestic and international suppliers. Growing manufacturing capability and localized project pipelines further consolidate the region's market dominance.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, as expanding energy demand and policy support drive rapid storage uptake. Rising electrification, increasing renewables, and investment in grid resilience create strong market tailwinds across Southeast Asia, India, and China. Cost reductions in batteries and growing local manufacturing improve project economics, while international vendors partner with local players to scale deployments. These dynamics position the region for accelerated growth relative to mature markets.
Key players in the market
Some of the key players in Grid-Scale Energy Storage Market include Fluence, Tesla, Inc., LG Energy Solution, Ltd., Contemporary Amperex Technology Co. Limited, BYD Company Limited, Siemens Energy AG, ABB Ltd, General Electric Company, Wartsila Corporation, Hitachi Energy, Mitsubishi Power, Ltd., Toshiba Energy Systems & Solutions Corporation, TotalEnergies SE, Eos Energy Enterprises, Inc., ESS Inc., Invinity Energy Systems plc, Enel X Global Retail (Enel X), NextEra Energy, Inc., Black & Veatch Corporation, and NEC Corporation.
In August 2025, Global energy storage technology and energy software services provider Fluence and ACE Engineering have opened a new automated battery storage manufacturing facility in Vietnam's Bac Giang Province. The facility, which boasts an annual manufacturing capacity of 35GWh, will produce Fluence's Gridstack Pro and Smartstack energy storage systems using fully automated production processes designed to enhance productivity and quality control.
In August 2025, CATL, a global leader in innovative energy storage solutions, unveiled its latest technologies in its debut at the Smarter E South America 2025, the largest energy storage exhibition on the continent. TENER Stack currently the World's first stackable, 9MWh ultra-large capacity energy storage system is adaptable to CATL's different cell technologies, offering either up to five years of zero degradation or high-temperature resistance. It is suitable for South America's varied climates, underscoring CATL's commitment to sustainable energy development throughout the region.
In March 2025, LG Energy Solution announced today that it has signed an agreement with PGE, Poland's largest energy sector company, to supply 981MWh of grid-scale ESS batteries between 2026 and 2027. Both companies will collaborate to establish a battery energy storage facility in zarnowiec, Poland. PGE plans to commence the project's commercial operation in 2027.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.