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市场调查报告书
商品编码
1959959

储能市场-全球产业规模、份额、趋势、机会和预测:按技术、类型、最终用户、地区和竞争格局划分,2021-2031年

Energy Storage Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Technology, By Type, By End-User, 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

全球储能市场预计将从 2025 年的 289.4 亿美元大幅成长至 2031 年的 594.2 亿美元,复合年增长率达 12.74%。

该领域涵盖多种技术,包括电池、抽水蓄能和热能储存,旨在储存特定时期产生的电力,并在用电高峰期加以利用。推动该市场成长的主要因素是迫切需要将间歇性再生能源来源併入电力供应系统,以及为避免停电而对电网稳定性的日益增长的需求。国际可再生能源机构(IRENA)报告称,受此发展动能影响,2024年全球储能领域投资额将飙升至540亿美元,较过去两年的平均投资水准成长73%。

市场概览
预测期 2027-2031
市场规模:2025年 289.4亿美元
市场规模:2031年 594.2亿美元
复合年增长率:2026-2031年 12.74%
成长最快的细分市场 住宅
最大的市场 北美洲

儘管市场呈现上升趋势,但由于部署公用事业规模储能係统所需的高资本成本,市场仍面临许多障碍。锂、钴等关键原物料价格的波动往往导致计划成本难以预测,并增加开发商的财务风险。这些经济障碍限制了在成本敏感地区大规模安装储能係统的可行性,并可能阻碍实现能源转型目标所需的全球普及速度。

市场驱动因素

可变再生能源来源(尤其是太阳能和风能)的快速併网是全球储能市场成长的主要驱动力。随着电力公司逐步淘汰石化燃料发电厂以实现其脱碳目标,需要可靠的储能解决方案来有效弥合供需缺口,从而应对可再生能源的波动性。这些系统对于确保电网运作的连续性至关重要,它们能够维持电网频率,并将高峰发电时段产生的能量转移到高峰用电时段。国际能源总署(IEA)2024年4月发布的报告《电池与安全能源转型》也印证了这个趋势。该报告指出,2023年电力产业的电池部署量成长了一倍以上,在全球整体新增了42吉瓦的储能容量。

推动市场扩张的第二个关键因素是政府支持和强制脱碳政策。投资税额扣抵和直接补贴等立法措施显着降低了采用储能技术的初期财务门槛,使计划对开发商和电力公司更具经济吸引力。这些政策不仅补贴了安装成本,还促进了国内製造业的发展,有助于提高供应链效率并降低长期投资风险。例如,美国清洁能源协会(ACPA)2024年3月的报告指出,有利的联邦政策使得美国储能市场在2023年併网装置容量达到7.9吉瓦,几乎翻了一番。同时,根据中国储能联盟(CESA)的报告,截至2023年底,全球累积设置容量达到289.2吉瓦。

市场挑战

全球储能市场的扩张在很大程度上受到高昂的资本成本和关键原材料价格波动的限制。公用事业规模的计划需要庞大的前期投资,因此极易受到财务风险的影响。锂、钴等关键原物料市场行情难以预测,导致成本结构波动,使开发人员的预算预测变得复杂。当原材料价格剧烈波动时,相关人员难以获得稳定的资金筹措。贷款方通常将这些不确定的支出视为负债,导致计划频繁延期甚至取消。

因此,这些经济障碍在很大程度上限制了相关技术的安装可行性,使其仅限于拥有完善支援体系的富裕国家,从而限制了其在成本敏感地区的部署。计划成本难以确定也阻碍了这些技术拓展基本客群,实际上将发展中市场排除在成长所需的规模之外。根据国际能源总署(IEA)2024年的数据,新兴市场和开发中国家的全球电池需求占比不到5%,这数字主要归因于过高的初始资本投入和资金筹措风险。这些金融壁垒隔离了巨大的潜在市场,并阻碍了全球能源转型所需的关键动力。

市场趋势

市场正处于向高密度储能解决方案的关键转型期,尤其是在容量超过5兆瓦时的大型货柜标准化之后。製造商致力于提高能量面积,以在减少占地面积的同时最大限度地提高输出功率。这项策略直接降低了土地购置成本,并简化了公用事业规模开发商的建造流程。这种发展趋势提高了温度控管效率,降低了系统整体平衡成本,最终降低了计划业主的储能均衡成本。例如,宁德时代(CATL)于2024年4月宣布推出全球首个可量产的能源储存系统,其单一货柜容量为6.25兆瓦时,单位面积能量密度提高了30%。

同时,钠离子电池技术的商业化正成为一项策略趋势,可望缓解锂基化学品原料价格波动和供应链瓶颈等问题,因此备受关注。由于钠离子电池在低温环境下性能优异且钠资源丰富,其在电网级应用中具有更稳定的长期成本结构,因此相关人员相关者正在加速推进钠离子电池系统的应用。这项多元化发展正从测试阶段迈向电网运作阶段,显示该技术已具备广泛应用的条件。例如,2024年5月,南方电网成功运作了国内首个10兆瓦时的大型钠离子电池储能电站,这标誌着非锂离子储能替代方案大规模部署迈出了重要一步。

目录

第一章概述

第二章:调查方法

第三章执行摘要

第四章:客户心声

第五章:全球储能市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 依技术分类(抽水蓄能、电池储能、压缩空气储能、飞轮储能)
    • 依类型(机械、热力、电化学、化学)
    • 依最终用户(电力公司、商业/工业、住宅)划分
    • 按地区
    • 按公司(2025 年)
  • 市场地图

第六章:北美储能市场展望

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

第七章:欧洲储能市场展望

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

第八章:亚太地区储能市场展望

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

第九章:中东和非洲储能市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东与非洲:国别分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章:南美洲储能市场展望

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

第十一章 市场动态

  • 促进因素
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 近期趋势

第十三章:全球储能市场:SWOT分析

第十四章:波特五力分析

  • 产业竞争
  • 新进入者的潜力
  • 供应商的议价能力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • ABB Limited
  • Siemens AG
  • Schneider Electric SE
  • Panasonic Corporation
  • Johnson Controls International plc
  • Tesla, Inc.
  • LG Energy Solution Ltd
  • Samsung SDI Co., Ltd.
  • ESS Tech, Inc.
  • Fluence Energy LLC

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: 24550

The Global Energy Storage Market is projected to expand significantly, rising from USD 28.94 Billion in 2025 to USD 59.42 Billion by 2031, reflecting a compound annual growth rate of 12.74%. This sector encompasses diverse technologies such as batteries, pumped hydro, and thermal storage, all designed to capture electricity generated at one specific time for utilization during periods of elevated demand. The market is primarily propelled by the urgent need to integrate intermittent renewable energy sources into the power mix and the increasing demand for grid stability to avert outages. Highlighting this momentum, the International Renewable Energy Agency reported in 2024 that global investment in energy storage surged to $54 billion, marking a 73% increase over the average investment levels observed in the preceding two years.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 28.94 Billion
Market Size 2031USD 59.42 Billion
CAGR 2026-203112.74%
Fastest Growing SegmentResidential
Largest MarketNorth America

Despite this upward trajectory, the market faces substantial obstacles due to the high capital costs required for utility-scale storage deployments. The volatility of prices for essential raw materials, including lithium and cobalt, often results in unpredictable project expenses and heightened financial risks for developers. These economic barriers restrict the viability of large-scale installations in regions sensitive to costs, potentially hindering the global pace of adoption required to achieve energy transition goals.

Market Driver

The rapid integration of variable renewable energy sources, specifically solar and wind, acts as the main engine for growth in the Global Energy Storage Market. As utility companies phase out fossil fuel plants to adhere to decarbonization goals, the variable nature of renewables demands reliable storage solutions to effectively bridge the gap between supply and demand. These systems are crucial for maintaining grid frequency and shifting energy produced during peak generation times to periods of high usage, ensuring operational continuity. Underscoring this trend, the International Energy Agency's April 2024 report on 'Batteries and Secure Energy Transitions' noted that battery storage deployment in the power sector more than doubled in 2023, contributing an additional 42 GW of capacity globally.

A second vital factor driving market expansion is the implementation of supportive government incentives and decarbonization mandates. Legislative measures, such as investment tax credits and direct grants, significantly lower the initial financial hurdles associated with storage technologies, thereby making projects economically attractive for developers and utilities. These policies not only subsidize installation expenses but also stimulate domestic manufacturing, which helps streamline supply chains and de-risk long-term investments. For example, the American Clean Power Association's March 2024 report highlighted that favorable federal policies enabled the U.S. energy storage market to connect 7.9 GW to the grid in 2023, nearly doubling its installed capacity, while the China Energy Storage Alliance reported that global cumulative installed capacity reached 289.2 GW by the end of 2023.

Market Challenge

The expansion of the Global Energy Storage Market is significantly constrained by high capital costs and the price volatility of critical raw materials. Utility-scale initiatives demand massive upfront investments, making them extremely susceptible to financial risks. The unpredictable market conditions for essential inputs like lithium and cobalt lead to fluctuating cost structures, which complicates budget forecasting for developers. When material prices experience drastic swings, stakeholders find it difficult to secure stable financing because lenders often perceive these uncertain expenditures as liabilities, leading to frequent delays or cancellations of projects.

Consequently, these economic barriers restrict the feasibility of installations primarily to wealthy nations that possess established support mechanisms, while limiting deployment in cost-sensitive regions. The inability to ensure fixed project costs prevents these technologies from accessing a broader customer base, effectively excluding developing markets from the scale necessary for growth. According to the International Energy Agency in 2024, emerging and developing economies represented less than 5% of global battery demand, a figure largely attributed to prohibitive upfront capital requirements and financing risks. This financial hurdle isolates vast potential markets and stalls the global momentum essential for a successful energy transition.

Market Trends

The market is undergoing a decisive shift toward higher-density storage solutions, particularly involving the standardization of large-capacity containers that exceed 5 MWh. Manufacturers are focusing on increasing energy density to maximize output within smaller physical footprints, a strategy that directly lowers land acquisition costs and simplifies construction for utility-scale developers. This evolution facilitates more efficient thermal management and reduces balance-of-system expenses, ultimately decreasing the levelized cost of storage for project owners. Illustrating this advancement, Contemporary Amperex Technology Co., Limited announced in April 2024 the launch of the world's first mass-producible energy storage system with a capacity of 6.25 MWh in a single container, achieving a 30% boost in energy density per unit area.

Simultaneously, the commercialization of sodium-ion battery technology is gaining traction as a strategic trend to alleviate raw material volatility and supply chain bottlenecks linked to lithium-based chemistries. Industry stakeholders are increasingly deploying sodium-ion systems because of their superior performance in low temperatures and the widespread availability of sodium resources, offering a more stable long-term cost structure for grid-level use. This diversification is advancing from pilot phases to operational grid assets, confirming the technology's readiness for broader adoption. For instance, in May 2024, China Southern Power Grid successfully commissioned the first large-scale sodium-ion battery energy storage station in China with a total capacity of 10 MWh, marking a significant milestone in scaling non-lithium storage alternatives.

Key Market Players

  • ABB Limited
  • Siemens AG
  • Schneider Electric SE
  • Panasonic Corporation
  • Johnson Controls International plc
  • Tesla, Inc.
  • LG Energy Solution Ltd
  • Samsung SDI Co., Ltd.
  • ESS Tech, Inc.
  • Fluence Energy LLC

Report Scope

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

Energy Storage Market, By Technology

  • Pumped Hydro Storage
  • Battery Energy Storage
  • Compressed Air Energy Storage
  • Flywheel Energy Storage

Energy Storage Market, By Type

  • Mechanical
  • Thermal
  • Electro-Chemical
  • Chemical

Energy Storage Market, By End-User

  • Utility
  • Commercial & Industrial
  • Residential

Energy 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 Energy Storage Market.

Available Customizations:

Global Energy 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 Energy Storage Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Technology (Pumped Hydro Storage, Battery Energy Storage, Compressed Air Energy Storage, Flywheel Energy Storage)
    • 5.2.2. By Type (Mechanical, Thermal, Electro-Chemical, Chemical)
    • 5.2.3. By End-User (Utility, Commercial & Industrial, Residential)
    • 5.2.4. By Region
    • 5.2.5. By Company (2025)
  • 5.3. Market Map

6. North America Energy Storage Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Technology
    • 6.2.2. By Type
    • 6.2.3. By End-User
    • 6.2.4. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Energy 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 Technology
        • 6.3.1.2.2. By Type
        • 6.3.1.2.3. By End-User
    • 6.3.2. Canada Energy 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 Technology
        • 6.3.2.2.2. By Type
        • 6.3.2.2.3. By End-User
    • 6.3.3. Mexico Energy 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 Technology
        • 6.3.3.2.2. By Type
        • 6.3.3.2.3. By End-User

7. Europe Energy Storage Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Technology
    • 7.2.2. By Type
    • 7.2.3. By End-User
    • 7.2.4. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Energy 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 Technology
        • 7.3.1.2.2. By Type
        • 7.3.1.2.3. By End-User
    • 7.3.2. France Energy 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 Technology
        • 7.3.2.2.2. By Type
        • 7.3.2.2.3. By End-User
    • 7.3.3. United Kingdom Energy 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 Technology
        • 7.3.3.2.2. By Type
        • 7.3.3.2.3. By End-User
    • 7.3.4. Italy Energy 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 Technology
        • 7.3.4.2.2. By Type
        • 7.3.4.2.3. By End-User
    • 7.3.5. Spain Energy 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 Technology
        • 7.3.5.2.2. By Type
        • 7.3.5.2.3. By End-User

8. Asia Pacific Energy Storage Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Technology
    • 8.2.2. By Type
    • 8.2.3. By End-User
    • 8.2.4. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Energy 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 Technology
        • 8.3.1.2.2. By Type
        • 8.3.1.2.3. By End-User
    • 8.3.2. India Energy 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 Technology
        • 8.3.2.2.2. By Type
        • 8.3.2.2.3. By End-User
    • 8.3.3. Japan Energy 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 Technology
        • 8.3.3.2.2. By Type
        • 8.3.3.2.3. By End-User
    • 8.3.4. South Korea Energy 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 Technology
        • 8.3.4.2.2. By Type
        • 8.3.4.2.3. By End-User
    • 8.3.5. Australia Energy 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 Technology
        • 8.3.5.2.2. By Type
        • 8.3.5.2.3. By End-User

9. Middle East & Africa Energy Storage Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Technology
    • 9.2.2. By Type
    • 9.2.3. By End-User
    • 9.2.4. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Energy 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 Technology
        • 9.3.1.2.2. By Type
        • 9.3.1.2.3. By End-User
    • 9.3.2. UAE Energy 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 Technology
        • 9.3.2.2.2. By Type
        • 9.3.2.2.3. By End-User
    • 9.3.3. South Africa Energy 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 Technology
        • 9.3.3.2.2. By Type
        • 9.3.3.2.3. By End-User

10. South America Energy Storage Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Technology
    • 10.2.2. By Type
    • 10.2.3. By End-User
    • 10.2.4. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Energy 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 Technology
        • 10.3.1.2.2. By Type
        • 10.3.1.2.3. By End-User
    • 10.3.2. Colombia Energy 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 Technology
        • 10.3.2.2.2. By Type
        • 10.3.2.2.3. By End-User
    • 10.3.3. Argentina Energy 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 Technology
        • 10.3.3.2.2. By Type
        • 10.3.3.2.3. By End-User

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 Energy 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. ABB Limited
    • 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. Siemens AG
  • 15.3. Schneider Electric SE
  • 15.4. Panasonic Corporation
  • 15.5. Johnson Controls International plc
  • 15.6. Tesla, Inc.
  • 15.7. LG Energy Solution Ltd
  • 15.8. Samsung SDI Co., Ltd.
  • 15.9. ESS Tech, Inc.
  • 15.10. Fluence Energy LLC

16. Strategic Recommendations

17. About Us & Disclaimer