全球储能系统（ESS）市场展望（至2035年）

近几个月来，关税已成为国际贸易论坛上一个令人难以忍受的词彙。

川普总统重返白宫后，将关税作为第二任期的关键国际政治议题。他的讯息很明确： "如果你不满意，那就在美国生产，在这里创造就业机会。"

此外，川普政府与共和党控制的国会合作，阻挠了所有旨在支持电动车（EV）市场发展的政策。它提前终止了原定的电动车税收抵免计划，撤销了12个州（主要是加州）实施的内燃机汽车销售禁令，并暂停了联邦政府对高速公路电动车充电站计画的支持。

因此，韩国锂离子电池（LIB）产业－该产业曾在拜登政府时期积极扩张产能，试图透过 "工业关係法案" （IRA）抢占北美电动车市场－如今正处于危急境地。

作为回应，储能系统 (ESS) 已成为一种极具前景的替代方案。储能系统对锂离子电池 (LIB) 的需求仅次于电动车 (EV)。此外，预计中国製造的锂离子电池的关税壁垒将推高其价格。同时，由于先进製造生产补贴 (AMPC) 政策，该政策有助于降低美国锂离子电池的生产成本，电池製造商开始将目光投向储能系统市场。

那么，美国的储能系统市场将如何成长？其他地区的储能系统市场又将扩张到什么程度？

本报告对全球储能系统 (ESS) 市场进行了考察和分析，并提供了该市场环境近期变化和趋势的最新概述。

目录

第一章：全球储能系统市场及技术展望

• 1. 全球储能系统市场展望
• 2. 储能系统市场展望：依技术划分
• 3. 储能系统技术优缺点分析

第二章：全球储能系统展望：依应用划分

• 1. 电网
• 2. 商业
• 3. 住宅
• 4. 电信
• 5. UPS

第三章：全球锂离子储能系统 (LiB-ESS) 市场展望

• 1. 全球锂离子储能系统 (LiB-ESS) 需求展望
• 2. 依应用领域划分的展望
• 3. 依地区划分的展望
• 4. 依地区划分的市场规模

第四章：锂离子储能系统 (LiB-ESS) 市场展望：依应用领域划分

• 1. 电网
• 2. 商业
• 3. 住宅
• 4. 电信
• 5. UPS

第五章 锂离子储能系统市场展望：依地区划分

• 1. 北美
• 2. 欧洲
• 3. 中国
• 4. 日本
• 5. 韩国
• 6. 其他

第六章：价格展望（电池类）

第七章：锂离子电池供应表现及展望：依製造商划分

• 1. 储能系统电池供应表现及展望（2020-2035年）
• 2. 中长期供应展望：依製造商划分（2020-2035 年）
• 3. 电池供应展望：依类型划分（2020-2035 年）
• 4. 电池供应展望：依化学成分划分（2020-2035 年）

附录:全球ESS流通扩展政策

Tariffs - a word that has become almost unbearable to hear in international trade over the past few months.

Trump, back in the U.S. presidential office, has chosen tariffs as the key to international politics in his second administration. His message is clear: if you have complaints, produce goods in America and create jobs at home.

In addition, the Trump administration, together with the Republican-controlled Congress, has blocked all policies supporting the growth of the electric vehicle (EV) market. It terminated the planned EV purchase tax credits (subsidies) earlier than scheduled, nullified the ban on internal combustion engine vehicle sales enforced by 12 states led by California, and suspended federal support for highway EV charging station projects.

As a result, the Korean lithium-ion battery (LIB) industry, which had actively expanded its capacity under the Biden administration to capture the North American EV market through the IRA, has now found itself in a crisis.

In response, energy storage systems (ESS) are emerging as a promising alternative. ESS requires the second-largest amount of LIBs after EVs. Moreover, the tariff barriers imposed on Chinese-made LIBs are likely to raise their prices. On the other hand, thanks to the Advanced Manufacturing Production Credit (AMPC), which helps reduce LIB production costs within the U.S., battery manufacturers have begun shifting their focus toward the ESS market.

Then how will the ESS market in the United States grow? And how much will the ESS markets in other regions expand? This report provides an updated summary of the recent shifts and trends in these market conditions.

We hope that this report will be helpful to all members of the ESS industry who are going through a challenging time in many ways.

Table of Contents

1. Global ESS Market and Technology Outlook

• 1. Global ESS Market Outlook
• 2. ESS Market Outlook by Technology
• 3. Analysis of ESS Technology Advantages/Disadvantages

2. Global ESS Outlook by Application

• 1. Grid
• 2. Commercial
• 3. Residential
• 4. Telecom
• 5. UPS

3. Global LiB - ESS Market Outlook

• 1. Global LiB - ESS Demand Outlook
• 2. Outlook by Application
• 3. Outlook by Region
• 4. M/S by Region

4. LiB-ESS Market Outlook by Application

• 1. Grid
• 2. Commercial
• 3. Residential
• 4. Telecom
• 5. UPS

5. LiB-ESS Market Outlook by Region

• 1. North America
• 2. Europe
• 3. China
• 4. Japan
• 5. Korea
• 6. Others

6. Price Outlook (Based on Battery)

7. LiB Supply Performance and Outlook by Manufacturer

• 1. ESS Battery Supply Performance and Outlook ('20~'35)
• 2. Mid/Long-term Supply Outlook by Manufacturer('20~'35)
• 3. Battery Supply Outlook by Type('20~'35)
• 4. Battery Supply Outlook by Chemical('20~'35)

[Annex] Global ESS Distribution Expansion Policy

• U.S.
• Europe
• China