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市场调查报告书
商品编码
1889447
热能储存市场预测至2032年:按技术、储存媒体、应用、最终用户和地区分類的全球分析Thermal Energy Storage Market Forecasts to 2032 - Global Analysis By Technology, Storage Medium, Application, End User, and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年全球热能储存市场价值将达到 25 亿美元,到 2032 年将达到 38 亿美元。
预计在预测期内,热能储存将以5.8%的复合年增长率成长。热能储存主要指利用熔盐、相变材料和冷却水等物质将能量以热能或冷能的形式储存的系统。其应用领域包括发电、区域供热製冷和工业製程。热能储存的优点包括将能源使用从尖峰时段时段转移到低谷时段、提高可再生能源的併网率、提升系统效率、降低营运成本以及为建筑物和电网提供更稳定的能源供应。
根据国际再生能源总署(IRENA)发布的《技术展望与储能分析》,全球热能储存(TES)容量预计将快速成长。 IRENA估计,到2030年,作为可再生能源柔软性解决方案,TES的部署规模可能达到数百吉瓦时。
电力系统现代化与可再生能源併网
全球电网现代化进程以及太阳能、风能等间歇性再生能源来源的快速併网是推动热能储存市场发展的关键因素。这些系统对于平衡供需、在尖峰时段储存多余能源以备低功率期使用至关重要。热能储存为能源转型提供可靠且经济高效的解决方案,并有助于提升电网稳定性,从而直接支持脱碳目标的实现。这与全球能源转型政策相契合,将持续促进市场成长并吸引更多投资。
技术和位置特定挑战
市场扩张面临巨大的技术和位置特定挑战。储热系统的性能和经济性高度依赖当地因素,例如地质条件和大型计划的特定气候要求。此外,与材料科学相关的技术障碍,例如如何在数千次循环中保持相变材料的完整性,也引发了人们对可靠性的担忧。这些复杂性导致计划开发週期长、初始投资成本高,令潜在用户犹豫不决。
工业应用领域的拓展
热能储存技术在工业应用领域拥有巨大的发展潜力。製造业、食品加工业和化工等需要高温製程热的产业,正寻求减少对石化燃料的依赖并降低能源成本。热能储存技术能够有效地储存这些製程中产生的废热以及太阳能热能,以供后续使用。该应用不仅能够降低营运成本,还能帮助企业实现严格的永续性目标,从而开闢一个巨大的新市场。
与蓄电池的竞争
热能储存市场面临的最大威胁是来自快速发展的电池技术(尤其是锂离子电池)的激烈竞争。电池具有政策支援力道大、成本不断下降以及储能意识强等优点。虽然热能储存通常在长期应用中具有持续时间和成本优势,但电池系统的多功能性和模组化特性吸引了当前大部分投资。这种对计划资金和市场认知度的竞争构成了一项持续的挑战。
新冠疫情初期对热能储存市场造成了衝击。封锁和保持社交距离的措施导致供应链瓶颈,计划建设延期。能源需求的暂时下降以及公共产业和工业领域资本支出的冻结,进一步减缓了2020年的新投资。然而,疫情后的復苏凸显了能源韧性和永续性的重要性。此外,政府针对绿色基础设施的奖励策略加快了计划建设,支撑了市场復苏,并为更强劲的长期成长奠定了基础。
预计在预测期内,显热储存领域将占据最大的市场份额。
由于显热储能技术成熟、可靠性高,且在聚光型太阳热能发电发电厂等大型应用中拥有良好的应用记录,预计在预测期内,显热储能领域将占据最大的市场份额。这些系统技术风险低,且对于公用事业规模的储能容量而言具有成本效益。此外,现有的基础设施和丰富的运作经验使得显热储能成为许多大型工业和发电工程的首选方案,从而确保其在市场上的持续主导地位。
预计在预测期内,相变材料(PCM)细分市场将呈现最高的复合年增长率。
预计在预测期内,相变材料(PCM)领域将实现最高的成长率。这主要归功于PCM卓越的能量密度,与显热相比,PCM能够建构更紧凑的储能係统。这项特性对于空间受限的应用至关重要,例如建筑通风、空调和商业冷冻。此外,持续的研发工作正在克服传统的成本和稳定性挑战,使PCM的应用日益普及。建筑和电子产业对高效温度控管的强劲需求是推动该领域快速扩张的主要因素。
预计在预测期内,欧洲将保持最大的市场份额。欧盟严格的法规结构以及雄心勃勃且具有法律约束力的可再生能源和碳中和目标巩固了其主导地位。政府的支持性政策、补贴以及主要技术供应商的高度集中,为计画的实施创造了理想的环境。此外,北欧和中欧完善的区域供热系统为大规模储热的整合提供了现成的基础设施,进一步巩固了该地区在全球市场的主导地位。
预计亚太地区在预测期内将实现最高的复合年增长率,这主要得益于对可再生能源基础设施的大规模投资,尤其是在中国和印度,以应对不断增长的电力需求和严重的空气污染。该地区的快速工业化为工业储热应用提供了巨大的机会,有助于降低能源成本。此外,政府的支持措施和聚光型太阳光电装机量的不断增长也是关键驱动因素,使亚太地区成为全球成长最快的储热市场。
According to Stratistics MRC, the Global Thermal Energy Storage Market is accounted for $2.5 billion in 2025 and is expected to reach $3.8 billion by 2032, growing at a CAGR of 5.8% during the forecast period. Thermal energy storage focuses on systems that store energy as heat or cold using materials such as molten salts, phase-change materials, or chilled water. It serves applications in power generation, district heating and cooling, and industrial processes. Benefits include shifting energy use from peak to off-peak periods, enabling higher integration of renewables, improving system efficiency, reducing operating costs, and stabilizing energy supply for buildings and grids.
According to IRENA's technology outlooks and energy storage analyses, global thermal energy storage (TES) capacity is expected to grow rapidly IRENA estimates TES deployments could reach the hundreds of GWh scale by 2030 as a flexibility solution for renewables.
Grid Modernization & Renewable Integration
The global push for grid modernization and the rapid integration of intermittent renewable sources, like solar and wind, are primary drivers for the thermal energy storage market. These systems are increasingly vital for balancing supply and demand, storing excess energy during peak generation for use during periods of low output. By providing a reliable and cost-effective solution for energy shifting and enhancing grid stability, thermal storage directly supports decarbonization goals. This is in line with global energy transition policies, which will keep the market growing and attract more investment.
Technical & Site-Specific Challenges
Significant technical and site-specific challenges temper market expansion. The performance and economic viability of thermal storage systems are highly dependent on local factors, including geological conditions for large-scale projects and specific climate demands. Furthermore, technical hurdles related to materials science, such as maintaining the integrity of phase change materials over thousands of cycles, pose reliability concerns. These complexities can lead to extended project development times and higher initial capital costs, deterring potential adopters.
Expansion in Industrial Applications
A significant growth opportunity lies in the expansion of thermal energy storage within industrial applications. Industries with high-temperature process heat requirements, such as manufacturing, food processing, and chemicals, are seeking to reduce their reliance on fossil fuels and lower energy costs. Thermal storage can effectively store waste heat or solar thermal energy for later use in these processes. This application cuts operational expenses and helps corporations meet stringent sustainability targets, opening a substantial new market segment.
Competition from Battery Storage
The most prominent threat to the thermal energy storage market is the intense competition from rapidly advancing battery storage technologies, particularly lithium-ion. Batteries benefit from strong policy support, falling costs, and high public recognition for electricity storage. While thermal storage often has advantages in duration and cost for long-duration applications, the versatility and modularity of battery systems attract a larger share of current investment. This competition for project funding and market mindshare poses a persistent challenge.
The COVID-19 pandemic initially disrupted the thermal energy storage market, causing supply chain bottlenecks and delaying project construction due to lockdowns and social distancing measures. A temporary reduction in energy demand and capital expenditure freezes from utilities and industries further slowed new investments in 2020. However, the recovery phase has underscored the importance of energy resilience and sustainability. Furthermore, government stimulus packages focusing on green infrastructure have since accelerated project pipelines, helping the market rebound and positioning it for stronger long-term growth.
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, attributed to its technological maturity, reliability, and proven track record in large-scale applications such as concentrated solar power (CSP) plants. These systems benefit from lower technological risk and cost-effectiveness for utility-scale storage capacity. Moreover, the extensive existing infrastructure and operational experience make sensible heat the default choice for many large-scale industrial and power generation projects, ensuring its continued market leadership.
The phase change materials (PCMs) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the phase change materials (PCMs) segment is predicted to witness the highest growth rate, driven by PCMs' superior energy density, which allows for much more compact storage systems compared to sensible heat. This characteristic is crucial for space-constrained applications in building HVAC and commercial cooling. Additionally, ongoing R&D is successfully addressing previous cost and stability limitations, making PCMs increasingly viable. The strong demand for efficient thermal management in the construction and electronics sectors is a key factor propelling this segment's rapid expansion.
During the forecast period, the Europe region is expected to hold the largest market share. The European Union's stringent regulatory framework and ambitious binding targets for renewable energy and carbon neutrality firmly anchor this leadership. Supportive government policies, subsidies, and a high concentration of leading technology providers create a fertile environment for adoption. Furthermore, well-established district heating systems across Northern and Central Europe provide a ready-made infrastructure for integrating large-scale thermal storage, solidifying the region's dominant position in the global market.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by massive investments in renewable energy infrastructure, particularly in China and India, to meet soaring electricity demand and address severe air pollution. The region's rapid industrialization presents a major opportunity for industrial thermal storage applications to reduce energy costs. Moreover, supportive government initiatives and the increasing installation of concentrated solar power plants are key drivers positioning Asia Pacific as the fastest-growing thermal energy storage market globally.
Key players in the market
Some of the key players in Thermal Energy Storage Market include Siemens Energy AG, Abengoa S.A., Aalborg CSP A/S, CALMAC Corporation, EVAPCO, Inc., Rondo Energy, Inc., Antora Energy, Inc., EnergyNest AS, Brenmiller Energy Ltd., Malta Inc., Sunamp Ltd, SaltX Technology Holding AB, Burns & McDonnell Engineering Company, Inc., MAN Energy Solutions SE, Dunham-Bush Limited, Baltimore Aircoil Company, DN Tanks, Inc., and Heliogen, Inc.
In October 2025, Aalborg CSP published an update explaining its concept for converting coal-fired power plants into large-scale thermal storage facilities using pit and tank TES to store renewable heat for later use. This positions thermal storage as a repurposing pathway for legacy coal assets.
In October 2025, Rondo Energy announced the start of commercial operation of a 100 MWh Rondo Heat Battery in California, described as the world's largest industrial heat battery and a highly efficient form of electric thermal energy storage providing 24-hour steam from off-grid solar.
In June 2024, Antora announced a $14.5 million ARPA-E award to accelerate launch of its combined heat-and-power thermal battery product, aimed at providing long-duration, high-temperature TES for industry.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.