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市场调查报告书
商品编码
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 |
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。
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.