美国电池储能係统市场规模和预测、区域份额、趋势和成长机会分析报告范围:按类型、连接类型、最终用户和国家/地区
市场调查报告书
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1535289

美国电池储能係统市场规模和预测、区域份额、趋势和成长机会分析报告范围:按类型、连接类型、最终用户和国家/地区

US Battery Energy Storage System Market Size and Forecast, Regional Share, Trend, and Growth Opportunity Analysis Report Coverage: By Type, Connection Type, End User, and Country

出版日期: | 出版商: The Insight Partners | 英文 121 Pages | 订单完成后即时交付

价格

美国电池储能係统市场规模预计将从2023年的62.7亿美元增加到2031年的212.1亿美元。

不断增长的能源需求正在推动美国电池储能係统市场

人口成长和都市化进程加快是影响美国能源使用的几个因素。根据美国能源资讯署 (EIA) 的数据,由于经济和人口成长,预计到 2050 年美国能源消耗将持续成长。 EIA也提到,2022年美国电力最终用途消耗量将比2021年增加约3.2%。此外,由于全球能源不确定性不断增加,美国政府正在推动电池储能的应用。例如,2024年5月,Plus Power从摩根士丹利银行获得了8,200万美元的税务股权投资,用于亚利桑那州的90兆瓦/360兆瓦时迷信BESS项目,预计将于2024年6月投入营运。因此,能源需求的增加推动了美国电池储能係统市场的发展。

在美国,製造商必须提供先进的锂离子电池储能係统产品等需求产品,并投资硫基电池等高能量密度电池的研发。此外,与国内成熟或经验丰富的製造商相比,市场上的新进业者可能面临产量扩张的挑战。此外,影响高品质产品製造的因素还包括技术专长、政府激励措施、原料成本等。如果电池製造商或超级工厂能够以更低的价格获得原材料并将生产良率提高到90%,政府提供的通货膨胀减少法案(IRA)生产激励措施可以将成本降低40%以上。在这种情况下,IRA将有助于将电池成本降低到中国产品的水平。

汽车电动化在美国制定的碳减排目标中扮演重要角色。一般来说,车辆电气化重点在于电动动力总成及其辅助系统,例如车载和非车载充电系统以及无线电力传输。汽车电气化还包括传统非电动汽车中存在的许多车辆功能,包括电子辅助转向、电子稳定程序、电子牵引力控制、智慧照明系统、智慧电磁悬吊、四轮驱动、安全气囊输送系统等。美国各地电动车 (EV) 需求和部署的成长推动了对汽车充电基础设施或电动车充电站的需求。因此,电力和交通运输行业预计将需要 BESS 为电动车充电,并在未来几年实现这两个行业更大程度的脱碳转变。

美国电池储能係统市场分析是透过识别和评估市场主要参与者来进行的。比亚迪有限公司;帅福得美国公司;宁德时代;特斯拉公司;三星SDI有限公司;松下控股公司; AES 公司; NextEra能源公司;阿梅雷斯科公司; ESS 公司;西门子公司; EOS能源企业公司;科雷电力公司;通用电气公司; LG化学有限公司; SAFT 集团;和 ESS Inc. 是美国电池储能係统市场报告中涵盖的主要参与者之一。该报告包括根据当前美国电池储能係统市场趋势和影响市场成长的驱动因素的成长前景。

目录

第 1 章:简介

第 2 章:执行摘要

  • 主要见解
  • 市场吸引力

第 3 章:研究方法

  • 二次研究
  • 初步研究
    • 假设表述:
    • 宏观经济因素分析:
    • 显影基数:
    • 数据三角测量:
    • 国家级资料:

第四章:美国电池储能係统市场格局

  • 概述
  • PEST分析
  • 生态系分析
    • 货柜式电池储能係统厂商名单
    • 电池储能係统供应链关键策略及发展
      • 供应链的弹性:
      • 与国内原料供应商合作:
      • 强调产品功能:
      • 高效率的销售和营运规划 (S&OP)
      • 自动化集成
    • BESS 物流的主要挑战
    • BESS 在汽车电气化中的作用
    • 地缘政治情景分析
  • 供应链分析
    • BESS 供应链风险评估
  • BESS成本分析
  • 端对端 BESS 提供者列表
  • 美国电池储能係统装置容量分布
    • 微电网建置及充电站分析

第 5 章:美国电池储能係统市场 - 主要市场动态

  • 美国电池储能係统市场 - 主要市场动态
  • 市场驱动因素
    • 越来越注重建立强大的储存基础设施
    • 能源需求不断增加
  • 市场限制
    • 原料稀缺
  • 市场机会
    • 再生能源发电投资不断成长
  • 未来趋势
    • 电池储能係统在能源转型中的作用
  • 驱动因素和限制的影响:

第 6 章:美国电池储能係统市场分析

  • 2021-2031年美国电池储能係统市场收入
  • 美国电池储能係统市场预测与分析

第 7 章:美国电池储能係统市场分析 - 按类型

  • 锂离子
  • 其他的

第 8 章:美国电池储能係统市场分析 - 按连接类型

  • 并网
  • 离网

第 9 章:美国电池储能係统市场分析 - 按最终用户

  • 商业的
  • 公用事业
  • 住宅

第 10 章:竞争格局

  • 关键参与者热图分析
  • 公司定位与专注
  • BESS新创企业名单
  • BESS主要玩家名单

第 11 章:产业格局

  • 概述
  • 市场主动性
  • 产品开发

第 12 章:公司简介

  • BYD Co Ltd
  • Contemporary Amperex Technology Co Ltd
  • Tesla Inc
  • Samsung SDI Co Ltd
  • Panasonic Holdings Corp
  • AES Corp
  • NextEra Energy Inc
  • Ameresco Inc
  • Siemens AG
  • Eos Energy Enterprises Inc
  • KORE Power Inc
  • General Electric Co
  • LG Chem Ltd
  • Saft Groupe SA
  • ESS Inc.

第 13 章:附录

Product Code: TIPRE00039204

The US battery energy storage system market size is projected to reach US$ 21.21 billion by 2031 from US$ 6.27 billion in 2023. The market is expected to register a CAGR of 16.5% during 2023-2031.

Mounting Energy Demand is Boosting the US Battery Energy Storage System Market

Rising population and growing urbanization are a few factors steering the Use of energy in the US. As per the US Energy Information Administration (EIA), US energy consumption is anticipated to grow through 2050 owing to economic and population growth. EIA also mentioned that US electricity end-use consumption was about 3.2% higher in 2022 than in 2021. Battery energy storage has the potential application as energy storage to be used in times of crisis or in remote or distant locations where power networks are not available. Furthermore, due to the increasing energy uncertainties worldwide, the US government is boosting the application of battery energy storage. For instance, in May 2024, Plus Power secured a US$ 82 million tax equity investment from bank Morgan Stanley for the Arizona-based 90 MW/360 MWh Superstition BESS project, which is anticipated to be operational in June 2024. In February 2024, RWE completed the construction of three new battery energy storage systems totaling 190 MW (361 MWh) in Texas and Arizona. Thus, the increase in energy demand fuels the development of the battery energy storage system market in the US.

In the US, the manufacturers must offer in-demand products such as advanced Li-ion battery energy storage systems products and invest in the research and development of high energy density batteries such as sulfur-based batteries. In addition, the new entrants operating in the market may face challenges in yield expansion as compared to established or experienced manufacturers in the country. Moreover, factors that are responsible for high-quality product manufacturing include technical expertise, government incentives, raw material costs, and others. The Inflation Reduction Act (IRA) production incentives offered by the government may reduce costs by more than 40% if the battery manufacturers or giga factories can get raw materials at lower prices and improve the production yield to 90%. In that case, IRA will help in reducing the battery cost to the Chinese product levels.

Vehicle electrification plays an important role in the carbon emission reduction goals set by the US. In general, vehicle electrification focuses on the electrically powered powertrain and its auxiliary systems, such as onboard and offboard charging systems and wireless power transmission. Vehicle electrification also includes many aspects of vehicle functions present in a traditional non-electric vehicle, including electronic power steering, electronic stability program, electronic traction control, intelligent lighting system, intelligent electromagnetic suspension, four-wheel drive, airbag delivery system, and others. The rise in demand and deployment of electric vehicles (EVs) across the US propels the requirement for vehicle charging infrastructure or electric vehicle charging stations. Hence, the power and transport sectors are expected to demand BESS to charge electric vehicles and enable a greater shift toward decarbonization of the two sectors in the coming years.

The US battery energy storage system market analysis is carried out by identifying and evaluating key players in the market. BYD Co. Ltd; Saft America Inc; CATL; Tesla Inc; Samsung SDI Co Ltd; Panasonic Holdings Corp; AES Corp; NextEra Energy, Inc.; Ameresco Inc.; ESS, Inc.; Siemens AG; EOS Energy Enterprises Inc; KORE Power Inc; General Electric Co; LG Chem Ltd.; SAFT Groupe SA; and ESS Inc. are among the key players covered in the US battery energy storage system market report. The report includes growth prospects in light of current US battery energy storage system market trends and driving factors influencing the market growth.

Table Of Contents

1. Introduction

  • 1.1 The Insight Partners Research Report Guidance
  • 1.2 Market Segmentation

2. Executive Summary

  • 2.1 Key Insights
  • 2.2 Market Attractiveness

3. Research Methodology

  • 3.1 Secondary Research
  • 3.2 Primary Research
    • 3.2.1 Hypothesis formulation:
    • 3.2.2 Macro-economic factor analysis:
    • 3.2.3 Developing base number:
    • 3.2.4 Data Triangulation:
    • 3.2.5 Country level data:

4. US Battery Energy Storage System Market Landscape

  • 4.1 Overview
  • 4.2 PEST Analysis
  • 4.3 Ecosystem Analysis
    • 4.3.1 List of Containerized Battery Energy Storage System Players
    • 4.3.2 Key Strategies and Developments in the Battery Energy Storage System Supply Chain
      • 4.3.2.1 Flexibility in Supply Chains:
      • 4.3.2.2 Collaboration with Domestic Raw Material Suppliers:
      • 4.3.2.3 Emphasis on Product Features:
      • 4.3.2.4 Efficient Sales and Operations Planning (S&OP)
      • 4.3.2.5 Integration of Automation
    • 4.3.3 Key BESS Logistic Challenges
    • 4.3.4 Role of BESS in Vehicle Electrification
    • 4.3.5 Geopolitical Scenario Analysis
  • 4.4 Supply Chain Analysis
    • 4.4.1 Supply Chain Risk Assessment for BESS
  • 4.5 BESS Cost Analysis
  • 4.6 List of End-to-End BESS Providers
  • 4.7 The US Battery Energy Storage System Installation Capacity by Geography
    • 4.7.1 Microgrid Construction and Charging Station Analysis

5. US Battery Energy Storage System Market - Key Market Dynamics

  • 5.1 US Battery Energy Storage System Market - Key Market Dynamics
  • 5.2 Market Drivers
    • 5.2.1 Growing Focus on Establishing Vigorous Storage Infrastructure
    • 5.2.2 Mounting Energy Demand
  • 5.3 Market Restraints
    • 5.3.1 Scarcity of Raw Materials
  • 5.4 Market Opportunities
    • 5.4.1 Growing Investment in Renewable Power Generation
  • 5.5 Future Trends
    • 5.5.1 Role of Battery Energy Storage System in Energy Transitions
  • 5.6 Impact of Drivers and Restraints:

6. US Battery Energy Storage System Market Analysis

  • 6.1 US Battery Energy Storage System Market Revenue (US$ Million), 2021-2031
  • 6.2 US Battery Energy Storage System Market Forecast and Analysis

7. US Battery Energy Storage System Market Analysis - by Type

  • 7.1 Lithium Ion
    • 7.1.1 Overview
    • 7.1.2 Lithium Ion: US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million)
  • 7.2 Others
    • 7.2.1 Overview
    • 7.2.2 Others: US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million)

8. US Battery Energy Storage System Market Analysis - by Connection Type

  • 8.1 On-Grid
    • 8.1.1 Overview
    • 8.1.2 On-Grid: US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million)
  • 8.2 Off-Grid
    • 8.2.1 Overview
    • 8.2.2 Off-Grid: US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million)

9. US Battery Energy Storage System Market Analysis - by End User

  • 9.1 Commercial
    • 9.1.1 Overview
    • 9.1.2 Commercial: US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million)
  • 9.2 Utilities
    • 9.2.1 Overview
    • 9.2.2 Utilities: US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million)
  • 9.3 Residential
    • 9.3.1 Overview
    • 9.3.2 Residential: US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million)

10. Competitive Landscape

  • 10.1 Heat Map Analysis of Key Players
  • 10.2 Company Positioning and Concentration
  • 10.3 List of BESS Start-ups
  • 10.4 List of BESS Dominant Players

11. Industry Landscape

  • 11.1 Overview
  • 11.2 Market Initiative
  • 11.3 Product Development

12. Company Profiles

  • 12.1 BYD Co Ltd
    • 12.1.1 Key Facts
    • 12.1.2 Business Description
    • 12.1.3 Products and Services
    • 12.1.4 Financial Overview
    • 12.1.5 SWOT Analysis
    • 12.1.6 Key Developments
  • 12.2 Contemporary Amperex Technology Co Ltd
    • 12.2.1 Key Facts
    • 12.2.2 Business Description
    • 12.2.3 Products and Services
    • 12.2.4 Financial Overview
    • 12.2.5 SWOT Analysis
    • 12.2.6 Key Developments
  • 12.3 Tesla Inc
    • 12.3.1 Key Facts
    • 12.3.2 Business Description
    • 12.3.3 Products and Services
    • 12.3.4 Financial Overview
    • 12.3.5 SWOT Analysis
    • 12.3.6 Key Developments
  • 12.4 Samsung SDI Co Ltd
    • 12.4.1 Key Facts
    • 12.4.2 Business Description
    • 12.4.3 Products and Services
    • 12.4.4 Financial Overview
    • 12.4.5 SWOT Analysis
    • 12.4.6 Key Developments
  • 12.5 Panasonic Holdings Corp
    • 12.5.1 Key Facts
    • 12.5.2 Business Description
    • 12.5.3 Products and Services
    • 12.5.4 Financial Overview
    • 12.5.5 SWOT Analysis
    • 12.5.6 Key Developments
  • 12.6 AES Corp
    • 12.6.1 Key Facts
    • 12.6.2 Business Description
    • 12.6.3 Products and Services
    • 12.6.4 Financial Overview
    • 12.6.5 SWOT Analysis
    • 12.6.6 Key Developments
  • 12.7 NextEra Energy Inc
    • 12.7.1 Key Facts
    • 12.7.2 Business Description
    • 12.7.3 Products and Services
    • 12.7.4 Financial Overview
    • 12.7.5 SWOT Analysis
    • 12.7.6 Key Developments
  • 12.8 Ameresco Inc
    • 12.8.1 Key Facts
    • 12.8.2 Business Description
    • 12.8.3 Products and Services
    • 12.8.4 Financial Overview
    • 12.8.5 SWOT Analysis
    • 12.8.6 Key Developments
  • 12.9 Siemens AG
    • 12.9.1 Key Facts
    • 12.9.2 Business Description
    • 12.9.3 Products and Services
    • 12.9.4 Financial Overview
    • 12.9.5 SWOT Analysis
    • 12.9.6 Key Developments
  • 12.10 Eos Energy Enterprises Inc
    • 12.10.1 Key Facts
    • 12.10.2 Business Description
    • 12.10.3 Products and Services
    • 12.10.4 Financial Overview
    • 12.10.5 SWOT Analysis
    • 12.10.6 Key Developments
  • 12.11 KORE Power Inc
    • 12.11.1 Key Facts
    • 12.11.2 Business Description
    • 12.11.3 Products and Services
    • 12.11.4 Financial Overview
    • 12.11.5 SWOT Analysis
    • 12.11.6 Key Developments
  • 12.12 General Electric Co
    • 12.12.1 Key Facts
    • 12.12.2 Business Description
    • 12.12.3 Products and Services
    • 12.12.4 Financial Overview
    • 12.12.5 SWOT Analysis
    • 12.12.6 Key Developments
  • 12.13 LG Chem Ltd
    • 12.13.1 Key Facts
    • 12.13.2 Business Description
    • 12.13.3 Products and Services
    • 12.13.4 Financial Overview
    • 12.13.5 SWOT Analysis
    • 12.13.6 Key Developments
  • 12.14 Saft Groupe SA
    • 12.14.1 Key Facts
    • 12.14.2 Business Description
    • 12.14.3 Products and Services
    • 12.14.4 Financial Overview
    • 12.14.5 SWOT Analysis
    • 12.14.6 Key Developments
  • 12.15 ESS Inc.
    • 12.15.1 Key Facts
    • 12.15.2 Business Description
    • 12.15.3 Products and Services
    • 12.15.4 Financial Overview
    • 12.15.5 SWOT Analysis
    • 12.15.6 Key Developments

13. Appendix

  • 13.1 About The Insight Partners

List Of Tables

  • Table 1. US Battery Energy Storage System Market Segmentation
  • Table 2. List of Containerized Battery Energy Storage System Players
  • Table 3. List of End-to-End BESS Providers
  • Table 4. The US Battery Energy Storage System Installation Capacity by Geography (MW)
  • Table 5. US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million)
  • Table 6. US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million) - by Type
  • Table 7. US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million) - by Connection Type
  • Table 8. US Battery Energy Storage System Market - Revenue and Forecast to 2031 (US$ Million) - by End User
  • Table 9. List of BESS Start-ups
  • Table 10. List of BESS Dominant Players

List Of Figures

  • Figure 1. US Battery Energy Storage System Market Segmentation, by Country
  • Figure 2. PEST Analysis
  • Figure 3. Battery Energy Storage System Ecosystem
  • Figure 4. Battery Energy Storage System Supply Chain
  • Figure 5. Cost Reduction Drivers of Battery Energy Storage System
  • Figure 6. Microgrid Installation by Year, 2018-2023
  • Figure 7. State-wise Microgrid Installations as of December 2023
  • Figure 8. Impact Analysis of Drivers and Restraints
  • Figure 9. US Battery Energy Storage System Market Revenue (US$ Million), 2021-2031
  • Figure 10. US Battery Energy Storage System Market Share (%) - by Type, 2023 and 2031
  • Figure 11. Lithium Ion: US Battery Energy Storage System Market- Revenue and Forecast to 2031 (US$ Million)
  • Figure 12. Others: US Battery Energy Storage System Market- Revenue and Forecast to 2031 (US$ Million)
  • Figure 13. US Battery Energy Storage System Market Share (%) - by Connection Type, 2023 and 2031
  • Figure 14. On-Grid: US Battery Energy Storage System Market- Revenue and Forecast to 2031 (US$ Million)
  • Figure 15. Off-Grid: US Battery Energy Storage System Market- Revenue and Forecast to 2031 (US$ Million)
  • Figure 16. US Battery Energy Storage System Market Share (%) - by End User, 2023 and 2031
  • Figure 17. Commercial: US Battery Energy Storage System Market- Revenue and Forecast to 2031 (US$ Million)
  • Figure 18. Utilities: US Battery Energy Storage System Market- Revenue and Forecast to 2031 (US$ Million)
  • Figure 19. Residential: US Battery Energy Storage System Market- Revenue and Forecast to 2031 (US$ Million)
  • Figure 20. Heat Map Analysis of Key Players
  • Figure 21. Company Positioning and Concentration