封面
市场调查报告书
商品编码
1948759

抽水蓄能市场-全球产业规模、份额、趋势、机会及预测(依系统、应用、区域及竞争格局划分,2021-2031年)

Pumped Hydro Storage Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By System (Open-Loop and Closed-Loop), By Application (Natural Reservoirs and Man-Made Reservoirs), By Region & Competition, 2021-2031F

出版日期: | 出版商: TechSci Research | 英文 185 Pages | 商品交期: 2-3个工作天内

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简介目录

全球抽水蓄能水力发电市场预计将从 2025 年的 502.5 亿美元成长到 2031 年的 855.8 亿美元,年复合成长率为 9.28%。

这种成熟的大规模储能技术利用位于不同海拔高度的两个储能池,基于重力潜在能量发电和储能。该市场的成长主要受保障电力系统稳定性的重要性以及将风能和太阳能等间歇性再生能源来源併入国家电网日益增长的需求所驱动。此外,为满足尖峰负载和保障能源安全,对长时储能的需求不断增长,也是推动此类设施在全球扩张的根本动力。

市场概览
预测期 2027-2031
市场规模:2025年 502.5亿美元
市场规模:2031年 855.8亿美元
复合年增长率:2026-2031年 9.28%
成长最快的细分市场 开放回路
最大的市场 北美洲

儘管存在这些驱动因素,但该行业仍面临着与大规模基础设施计划开发所需的大量前期投资和漫长的建设週期相关的重大挑战。这些财务和程序障碍可能导致资金筹措缺口和计划实施延误,阻碍市场快速成长。根据国际水力发电协会(IHA)的数据,到2024年,全球抽水蓄能装置容量将增加8.4吉瓦,总设备容量将达到189吉瓦。

市场驱动因素

可变可再生能源发电网的快速成长是全球抽水蓄能市场的主要驱动力。随着各国迅速扩大太阳能和风能发电规模,这些能源固有的间歇性导致供需严重失衡,威胁电网稳定性。抽水蓄能提供了一个关键的缓衝机制,在用电低谷期吸收过剩的可再生能源,并在用电高峰期释放,有效地充当国家电网的巨型可充电电池。这种能力对于在高可再生能源渗透率情境下维持频率稳定和防止停电至关重要。近期预测凸显了这项需求的迫切性。根据国际能源总署(IEA)于2025年10月发布的《再生能源2025》报告,为满足可变绿色能源的激增需求,预计到2030年,抽水蓄能的年新增装置容量将翻一番,达到近16.5吉瓦。

支持性的政府框架和积极的脱碳目标正在进一步加速市场扩张,因为它们降低了与这些基础设施计划相关的巨额资本需求风险。世界各国政府正在实施长期政策机制,例如容量付费和简化审批程序,以确保足够的储能能力来支持净零排放目标。中国引领着这项政策主导的趋势,并制定了严格的强制性要求来加强能源安全。根据国际水电协会(IHA)于2025年6月发布的《2025年世界水电展望》,中国正在超额完成其国家目标,到2030年抽水蓄能装置容量可能达到130吉瓦。这项政策动能在全球范围内得到体现,开发商正竞相获取土地以满足未来的储能需求。根据IHA预测,到2025年,全球抽水发电工程总在建规模将达到约600吉瓦,显示该市场具有强劲的长期成长潜力。

市场挑战

抽水发电工程需要大量的前期投资和漫长的建设週期,这给市场扩张带来了巨大的障碍。由于涉及大规模的土木工程,包括大规模水库、大坝和复杂的地下隧道建设,初始成本高达数十亿美元。如此庞大的基础建设规模必然导致漫长的开发週期,从规划到运作营运往往需要十多年。如此漫长的周期造成了巨大的财务不确定性,投资者面临着回报延迟、成本超支和监管变化等风险,这阻碍了私人资本的参与,并导致计划资金筹措停滞。

其结果是,规划产能与实际开工的计划之间存在显着差距,从而阻碍了市场成长。漫长的前置作业时间带来的财务风险,使得许多技术上可行的专案无法进入实施阶段。根据国际水力发电协会(IHA)统计,截至2025年,全球抽水蓄能开发平臺装置容量约为600吉瓦。如此庞大的积压项目凸显了财务和程序障碍如何严重阻碍规划设施转化为运作资产,从而限制了该行业的快速扩张。

市场趋势

利用废弃矿场进行棕地开发正日益受到关注,被视为解决土地短缺和缩短工期的战略趋势。这种方法利用废弃的露天矿和地下隧道作为现有的蓄水池,与待开发区计划相比,显着降低了大规模挖掘所需的资本支出,并最大限度地减少了对环境的影响。开发商正在利用这些场地,充分利用现有的电网连接和道路基础设施,同时振兴昔日矿区的经济。发电工程。

同时,将浮体式光电发电系统整合到水库中正成为资产混合化和提升营运效率的关键策略。透过将太阳能电池板直接放置在水面上,营运商既可以产生补充性的再生能源,又能减少水库蒸发——这对于维持干旱地区的水位至关重要。这种配置优化了现有的输电基础设施,并透过水的冷却效应提高了太阳能电池板的性能,从而建立了一个协同增效的能源系统。这种模式日益普及的证据显而易见:根据Rinnovabili于2025年6月发布的《2025年世界水力发电展望》,巴西已开始在该国最大的水库——拉热阿多水电站建设一座54兆瓦的浮体式光伏电站,这充分证明了这种混合解决方案的扩充性。

目录

第一章概述

第二章调查方法

第三章执行摘要

第四章:客户评价

第五章 全球抽水蓄能市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 按系统(开环、闭环)
    • 依用途(天然水库、人工水库)
    • 按地区
    • 按公司(2025 年)
  • 市场地图

6. 北美抽水蓄能市场展望

  • 市场规模及预测
  • 市占率及预测
  • 北美洲:国家分析
    • 我们
    • 加拿大
    • 墨西哥

7. 欧洲抽水蓄能市场展望

  • 市场规模及预测
  • 市占率及预测
  • 欧洲:国家分析
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙

8. 亚太地区抽水蓄能市场展望

  • 市场规模及预测
  • 市占率及预测
  • 亚太地区:国家分析
    • 中国
    • 印度
    • 日本
    • 韩国
    • 澳洲

9. 中东和非洲抽水蓄能市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东和非洲:国家分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章 南美洲抽水蓄能市场展望

  • 市场规模及预测
  • 市占率及预测
  • 南美洲:国家分析
    • 巴西
    • 哥伦比亚
    • 阿根廷

第十一章 市场动态

  • 司机
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 最新进展

第十三章 全球抽水蓄能市场:SWOT分析

第十四章:波特五力分析

  • 产业竞争
  • 新进入者的可能性
  • 供应商电力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • Electricite de France SA
  • Iberdrola SA
  • EON SE
  • General Electric Company
  • Voith GmbH & Co. KGaA
  • Mitsubishi Heavy Industries Ltd
  • Toshiba Energy Systems & Solutions Corporation
  • Andritz Hydro GmbH
  • Alstom SA
  • Duke Energy Corporation

第十六章 策略建议

第十七章:关于研究公司及免责声明

简介目录
Product Code: 14652

The Global Pumped Hydro Storage Market is projected to expand from USD 50.25 Billion in 2025 to USD 85.58 Billion by 2031, reflecting a CAGR of 9.28%. This mature grid-scale energy storage technology operates by utilizing two water reservoirs at different elevations to generate and store electricity based on gravitational potential energy. The market is primarily underpinned by the critical need for grid stability and the increasing necessity to integrate intermittent renewable energy sources, such as wind and solar, into national power networks. Additionally, the rising demand for long-duration energy storage to handle peak electricity loads and ensure energy security serves as a fundamental catalyst for the global expansion of these facilities.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 50.25 Billion
Market Size 2031USD 85.58 Billion
CAGR 2026-20319.28%
Fastest Growing SegmentOpen-Loop
Largest MarketNorth America

Despite these drivers, the sector encounters a significant challenge regarding the massive upfront capital investment and prolonged construction timelines necessary for developing these large infrastructure projects. These financial and procedural hurdles can cause funding gaps and delay project implementation, thereby impeding rapid market growth. According to the International Hydropower Association, global pumped storage hydropower capacity increased by 8.4 gigawatts in 2024, reaching a total installed capacity of 189 gigawatts.

Market Driver

The exponential growth of variable renewable energy integration acts as the primary catalyst for the Global Pumped Hydro Storage Market. As nations rapidly scale up solar and wind generation, the inherent intermittency of these sources creates critical imbalances between supply and demand that threaten grid stability. Pumped hydro storage serves as a vital buffer, absorbing excess renewable output during periods of low demand and releasing it during peak consumption, effectively functioning as a giant rechargeable battery for national grids. This capability is essential for maintaining frequency control and preventing blackouts in high-penetration renewable scenarios. The urgency of this requirement is highlighted by recent projections; according to the International Energy Agency's 'Renewables 2025' report from October 2025, annual pumped storage capacity additions are forecasted to double to nearly 16.5 GW by 2030 to accommodate surging levels of variable green energy.

Supportive government frameworks and aggressive decarbonization targets further accelerate market expansion by de-risking the substantial capital requirements of these infrastructure projects. Governments worldwide are implementing long-term policy mechanisms, such as capacity payments and streamlined permitting processes, to ensure sufficient energy storage supports their net-zero commitments. China, leading this policy-driven charge, has established rigorous mandates to bolster its energy security. According to the International Hydropower Association's '2025 World Hydropower Outlook' from June 2025, China is on track to exceed its national targets, with installed pumped storage capacity potentially reaching 130 GW by 2030. This policy momentum is reflected globally, as developers rush to secure sites to meet future storage needs. According to the International Hydropower Association, in 2025, the total global development pipeline for pumped storage hydropower projects has swelled to approximately 600 GW, signaling robust long-term growth.

Market Challenge

The substantial upfront capital investment and extended construction timelines required for pumped hydro storage projects act as a formidable barrier to market expansion. These facilities necessitate massive civil engineering works, including the construction of large reservoirs, dams, and complex underground tunneling, which drive initial costs into the billions of dollars. The magnitude of such infrastructure inevitably leads to lengthy development periods, often spanning a decade or more from planning to commissioning. This prolonged duration introduces significant financial uncertainty, as investors face delayed returns and risks associated with potential cost overruns or regulatory shifts, effectively deterring private capital and stalling project financial closure.

Consequently, a major disparity exists between the capacity under planning and the projects that successfully reach the construction phase, creating a bottleneck in market growth. The financial risks associated with these long lead times prevent many technically viable sites from progressing to execution. According to the International Hydropower Association, in 2025, the global development pipeline for pumped storage hydropower comprised around 600 gigawatts of capacity. This extensive backlog highlights how financial and procedural hurdles severely restrict the conversion of planned facilities into operational assets, thereby impeding the sector's ability to scale rapidly.

Market Trends

Repurposing abandoned mine sites for brownfield development is gaining traction as a strategic trend to address land scarcity and reduce construction timelines. This approach utilizes disused open-pit mines or underground shafts as pre-existing reservoirs, significantly lowering the capital expenditure required for massive excavation works and minimizing the environmental impact compared to greenfield projects. Developers are increasingly capitalizing on these sites to leverage established grid connections and road infrastructure while providing economic revitalization to former mining regions. Highlighting this shift, according to Water Power & Dam Construction, December 2024, in the 'Reviving disused mines' report, the Kidston Pumped Storage Hydro Project in Australia is advancing with a capacity of 250 MW, transforming retired gold mining pits into a functional energy storage asset.

Simultaneously, the integration of floating solar photovoltaics on reservoirs is emerging as a key strategy to hybridize assets and enhance operational efficiency. By deploying solar panels directly on water surfaces, operators can generate supplementary renewable electricity while reducing reservoir evaporation, a critical advantage for maintaining water levels in arid regions. This configuration optimizes existing transmission infrastructure and improves solar panel performance through the cooling effect of the water, creating a synergistic energy system. Evidence of this growing adoption is clear; according to Rinnovabili, June 2025, in the '2025 World Hydropower Outlook', Brazil commenced the construction of the country's largest floating solar plant with a capacity of 54 MW at the Lajeado hydro reservoir, showcasing the scalability of this hybrid solution.

Key Market Players

  • Electricite de France SA
  • Iberdrola SA
  • EON SE
  • General Electric Company
  • Voith GmbH & Co. KGaA
  • Mitsubishi Heavy Industries Ltd
  • Toshiba Energy Systems & Solutions Corporation
  • Andritz Hydro GmbH
  • Alstom SA
  • Duke Energy Corporation

Report Scope

In this report, the Global Pumped Hydro Storage Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Pumped Hydro Storage Market, By System

  • Open-Loop
  • Closed-Loop

Pumped Hydro Storage Market, By Application

  • Natural Reservoirs
  • Man-Made Reservoirs

Pumped Hydro Storage Market, By Region

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Pumped Hydro Storage Market.

Available Customizations:

Global Pumped Hydro Storage Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Pumped Hydro Storage Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By System (Open-Loop, Closed-Loop)
    • 5.2.2. By Application (Natural Reservoirs, Man-Made Reservoirs)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Pumped Hydro Storage Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By System
    • 6.2.2. By Application
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Pumped Hydro Storage Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By System
        • 6.3.1.2.2. By Application
    • 6.3.2. Canada Pumped Hydro Storage Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By System
        • 6.3.2.2.2. By Application
    • 6.3.3. Mexico Pumped Hydro Storage Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By System
        • 6.3.3.2.2. By Application

7. Europe Pumped Hydro Storage Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By System
    • 7.2.2. By Application
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Pumped Hydro Storage Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By System
        • 7.3.1.2.2. By Application
    • 7.3.2. France Pumped Hydro Storage Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By System
        • 7.3.2.2.2. By Application
    • 7.3.3. United Kingdom Pumped Hydro Storage Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By System
        • 7.3.3.2.2. By Application
    • 7.3.4. Italy Pumped Hydro Storage Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By System
        • 7.3.4.2.2. By Application
    • 7.3.5. Spain Pumped Hydro Storage Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By System
        • 7.3.5.2.2. By Application

8. Asia Pacific Pumped Hydro Storage Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By System
    • 8.2.2. By Application
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Pumped Hydro Storage Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By System
        • 8.3.1.2.2. By Application
    • 8.3.2. India Pumped Hydro Storage Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By System
        • 8.3.2.2.2. By Application
    • 8.3.3. Japan Pumped Hydro Storage Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By System
        • 8.3.3.2.2. By Application
    • 8.3.4. South Korea Pumped Hydro Storage Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By System
        • 8.3.4.2.2. By Application
    • 8.3.5. Australia Pumped Hydro Storage Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By System
        • 8.3.5.2.2. By Application

9. Middle East & Africa Pumped Hydro Storage Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By System
    • 9.2.2. By Application
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Pumped Hydro Storage Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By System
        • 9.3.1.2.2. By Application
    • 9.3.2. UAE Pumped Hydro Storage Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By System
        • 9.3.2.2.2. By Application
    • 9.3.3. South Africa Pumped Hydro Storage Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By System
        • 9.3.3.2.2. By Application

10. South America Pumped Hydro Storage Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By System
    • 10.2.2. By Application
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Pumped Hydro Storage Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By System
        • 10.3.1.2.2. By Application
    • 10.3.2. Colombia Pumped Hydro Storage Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By System
        • 10.3.2.2.2. By Application
    • 10.3.3. Argentina Pumped Hydro Storage Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By System
        • 10.3.3.2.2. By Application

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Pumped Hydro Storage Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Electricite de France SA
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. Iberdrola SA
  • 15.3. EON SE
  • 15.4. General Electric Company
  • 15.5. Voith GmbH & Co. KGaA
  • 15.6. Mitsubishi Heavy Industries Ltd
  • 15.7. Toshiba Energy Systems & Solutions Corporation
  • 15.8. Andritz Hydro GmbH
  • 15.9. Alstom SA
  • 15.10. Duke Energy Corporation

16. Strategic Recommendations

17. About Us & Disclaimer