微电网 LDES（长时储能）的巨大机会：太阳能建筑、资料中心、社区、海水淡化厂、工业流程的市场和技术（2025-2045）

微电网 LDES（长期能源储存）市场规模预估达 540亿美元：

虽然 LDES 主要视为电网的主流储存，但其他重要应用有不同的要求和技术优先级，竞争力较弱。

本报告研究了微电网 LDES（长期储能）市场和技术，并概述了电网和电网外 LDES 的领先和替代技术、关键能力、製造技术和材料、最终用户行业和应用、研发趋势和市场成长预测。

目录

第1章 执行摘要与概述

第2章 简介

• 概述
  • 低密度脂蛋白
  • 全球电力趋势
  • 超越电网：建筑、工业流程、小型电网、微型电网等等
  • 超越电网发电与管理
• 离网大趋势
• 太阳能发电的大趋势
• LDES 前景与成本挑战
• Beyond Grid 储存的多功能性
• 全面了解 LDES 技术在电网及其他领域的潜力
• 用于网格和超越网格的LDES 工具包
• LDES 中的物理和化学
• 为电网、微电网和建筑提供最大数量 LDES 的技术

第3章 LDES 储存选项的参数比较

• LCOS 概述、定义和实用性
• 等效效率与储存时间：LCOS 运算、9 种技术系列、17个标准
• 9个 LDES 技术系列和 17个其他标准
• LDES 技术选项，包括电网
• 从已完成和计划中的LDES 专案中学到的经验教训
• LDES 技术的可用网站和空间效率
• LCOS（$/kWh）趋势与储存和放电时间
• LDES 电力 GW 趋势与储存和放电时间
• LDES技术的储能天数和额定能量回收容量（MW）
• LDES 技术的储存天数和容量（MWh）
• 该技术在经过各种延迟后为 LDES 提供峰值功率的潜力

第4章 Beyond Grid 领先的LDES 选项：氧化还原液流电池（RFB）

• 概述
• RFB技术
• SWOT 评估：固定式储存
• SWOT 评估：LDES 的RFB 储能
• LDES 的RFB 参数评估
• 56家RFB公司以8列比较
• 52家RFB公司的详细资料
• 调查的可靠性

第5章 Beyond Grid 关键 LDES 选项：ACCB（高级传统建筑电池）

• 概述
• SWOT 评估：ACCB 协助 Beyond Grid LDES
• LDES 的ACCB 参数评估
• 七家 ACCB 製造商的比较：名称、品牌、技术、技术就绪性、超越电网焦点、LDES 焦点、评论
• Iron-air：Form Energy USA - SWOT 评估
• 熔融钙锑：Ambri USA：SWOT 评估
• 镍氢：EnerVenue USA：SWOT 评估
• 钠离子：许多公司都在使用，但 Beyond Grid LDES 的潜力有限
• 硫钠：NGK/BASF日本/德国等：SWOT分析
• Zinc Air：eZinc 加拿大：SWOT 分析
• 卤化锌：EOS Energy Enterprises USA：SWOT 分析

第6章 Beyond Grid的关键 LDES 选项：液化气储能（LAES 或 CO2）

• 概述
• 三家储气公司的比较
• LAES（液态空气储能）
• CO2（液态二氧化碳储能）技术、市场、成果与展望

第7章 Beyond Grid LDES 储存选项：APHES、CAES、ETES、SGES

• 概述
• 适用于电网及Beyond Grid应用的领先 LDES 工具包
• 先进的抽水蓄能发电：无需高山
• 压缩空气储能（CAES）
• 超越电网 LDES 的电热能储存（ETES）
• 固体重力能储存

第8章 前景不佳的Beyond Grid LDES 技术：传统的PHES、CAES 和 H2ES

• 概述
• 超越电网 LDES 的传统抽水蓄能发电
• 经济与 SWOT 评估：CAES Beyond Grid LDES
• SWOT 评估：用于 Beyond Grid LDES 的氢气 (H2ES)、甲烷和氨

Summary

Microgrid Long Duration Energy Storage LDES Headed to be a $54 Billion Market

Long Duration Energy Storage LDES is rightly seen as primarily mainstream storage for grids but a very substantial other use has different requirements and technology priorities and less competition. They are addressed in the unique new Zhar Research report, "Microgrid Long Duration Energy Storage LDES becomes a large opportunity: markets, technologies for solar buildings, data centers, communities, desalinators, industrial processes 2025-2045".

Some of the questions answered are:

• Gaps in the market?
• Emerging competition?
• Research pipeline analysis?
• Full appraisal of technology options?
• Technology sweet spots by parameter?
• Market forecasts and roadmaps 2025-2045?
• Technology readiness and potential improvement?
• Technology parameters compared against each other?
• Potential winners and losers by company and technology?
• Appraisal of proponents, your prospective partners and acquisitions?
• How "beyond-grid" LDES will progress - day to week, to months, why?

This comprehensive, commercially-oriented report has 394 pages with 143 infograms, tables and graphs, over 80 companies covered, 26 forecast lines, 10 SWOT appraisals and 8 chapters.

The 23-page Executive Summary and Conclusions is sufficient for those with limited time. Here are simply absorbed new graphics, 26 key conclusions and the new roadmaps and forecasts as table and graphs with explanations 2025-2045. The 22- page Introduction explains and exemplifies the Levelised Cost of Storage metric and efficiency as a function of storage duration. 9 LDES technology families are compared using 17 criteria and the lessons from current grid, fringe-of-grid and off-grid LDES are presented plus potential by many graphed parameters with explanations on the images.

The rest of the report consists of a deep dive into the most successful and the most promising beyond-grid LDES technologies then some that also have a place, not least because some beyond-grid applications will approach GWh levels of storage - it is not all about solar houses and small microgrids. These chapters detail latest applications, suppliers and potential for beyond-grid applications.

Four chapters are specific to these most promising options on current evidence - redox flow batteries including hybrid RFB bridging the properties of RFB and conventional batteries, advanced conventional construction batteries ACCB then liquid gas storage for delayed electricity. Each have their own chapters because of their major importance beyond-grid. Then a chapter covers other candidates that could be important later, but are currently less promising, notably advanced pumped hydro APHES, compressed air CAES, electric thermal energy storage ETES and solid gravity SGES. A final chapter explains other options that have little potential beyond-grid, the reasons being given, such as massive earthworks, long delays and unsuitability for urban locations. These are conventional pumped hydro PHES, underground CAES and hydrogen as intermediary - H2ES. They are candidates for grid applications.

Th 142-page Chapter 4. "Primary LDES options beyond grids: Redox flow batteries RFB" is the longest because this technology family has the most companies already making beyond-grid installations. Exceptionally, their sizes span almost grid-sized down to private houses and there is a strong research pipeline for this family also covered in this chapter, including 2025. See two SWOT appraisals. Learn the many options such as vanadium-based to iron, iron-chromium, organic and their latest pros and cons. Less space is given to hybrid RFB options, part ACCB, that may have only one tank of liquid, are smaller, but tend not to separate capacity and power for scalability. 56 RFB companies are compared in detail.

The 52-page Chapter 5. "Primary LDES options beyond grids: Advanced conventional construction batteries ACCB" examines three families, profiling leading proponents, some claiming, but not yet installing, LDES for over 24-hour duration. See four SWOT appraisals, latest results and objectives and our analysis and predictions. For example, some leading ACCB could be particularly useful for small sizes even down to solar houses. However, they may never offer the longest durations required or compete for the largest units where scalability from separating power and capacity can assist.

The 33-page Chapter 6. "Primary LDES storage options beyond grids: liquid gas energy storage LAES or CO2" completes the presentation of the most promising options for beyond-grid LDES on current evidence, with liquid air intermediary the most proven but needing cryogenics and liquid carbon dioxide being newer, possibly lower cost and catching up in interest and collaboration. The chapter is shorter because fewer companies and options are involved.

Chapter 7. "Other LDES storage options beyond grids: APHES, CAES, ETES, SGES", with 56 pages, explains four families of technology that are unlikely to be leaders in the beyond-grid LDES value market but are important secondary options. Notably, advanced pumped hydro involves such things as pumping heavy water up mere hills and regular water down disused mines and, because they do not have to be enormous, these currently look interesting for suitable beyond-grid sites as do above ground compressed air if it can be improved, thermal energy as intermediary, notably using heat pumps and finally lifting blocks - solid gravity energy storage - perhaps in special high-rise buildings and disused mines for instance.

The report ends by briefly explaining other technologies that are strong candidates for grid LDES, where long delays, huge up-front costs and massive earthworks are tolerable, this being almost never the case for beyond-grid sites. Chapter 8. "Technologies with less potential for beyond-grid LDES: conventional PHES, CAES, H2ES" has 25 pages.

CAPTION: Eight ACCB manufacturers compared: 8 columns: name, brand, technology, tech. readiness, beyond-grid focus, LDES focus, comment. Source: Zhar Research report, "Microgrid Long Duration Energy Storage LDES becomes a large opportunity: markets, technologies for solar buildings, data centers, communities, desalinators, industrial processes 2025-2045".

Table of Contents

1. Executive summary and conclusions

• 1.1. Purpose of this report
• 1.2. The different characteristics of grid utility and beyond-grid LDES 2025-2045
• 1.3. Overview
• 1.4. Methodology of this analysis
• 1.5 10 primary conclusions concerning the beyond-grid LDES market
• 1.6 10 primary conclusions concerning the beyond-grid LDES technologies
• 1.7. Beyond-grid LDES roadmap 2025-2045
• 1.8. Market forecasts in 26 lines 2025-2045
  • 1.8.1. LDES total value market showing beyond-grid gaining share 2023-2044
  • 1.8.2. Beyond-grid LDES market for microgrids, minigrids, other in 8 categories $ billion 2025-2045: table and line graphs
  • 1.8.3. Beyond-grid LDES market for microgrids, minigrids, other in 8 categories $ billion 2025-2045: table and area graphs with explanation
  • 1.8.4. Regional share of beyond-grid LDES value market in four categories 2025-2045
  • 1.8.5. Total LDES market in 11 technology categories $ billion 2025-2045 table and graphs
  • 1.8.6. Microgrid global market $ billion 2025-2045 with LDES commentary
  • 1.8.7. Solar building energy storage global market $bn 2025-2045 with LDES commentary

2. Introduction

• 2.1. Overview
  • 2.1.1. LDES
  • 2.1.2. Global electricity trends
  • 2.1.3. Beyond-grid: buildings, industrial processes, minigrids, microgrids, other
  • 2.1.4. Beyond-grid electricity production and management
• 2.2. The off-grid megatrend
• 2.3. The solar megatrend
• 2.4. The LDES prospect and cost challenge
  • 2.4.1. Prospect
  • 2.4.2. Challenge: compelling economics for local provision of LDES
  • 2.4.3. Example of avoiding LDES by input matching: Ushant island
  • 2.4.4. Reducing LDES need: Photovoltaics can provide more even power over more of the day
  • 2.4.5. The trend to needing longer duration storage
  • 2.4.6. LDES cost challenge
• 2.5. Multifunctional nature of beyond-grid storage
• 2.6. Big picture of LDES technology potential for grid and beyond-grid
• 2.7. LDES toolkit for grid and beyond-grid
• 2.8. Physics vs chemistry for LDES
• 2.9. Technologies for largest number of LDES sold for grids, microgrids, buildings 2025-2045

3. LDES storage options compared by parameter

• 3.1. Overview and definition and usefulness of LCOS
• 3.2. Equivalent efficiency vs storage hours, LCOS calculation, 9 technology families, vs 17 criteria
• 3.3. Nine LDES technology families, vs 17 other criteria
• 3.4. LDES technology choices including for grids
• 3.5. Lessons from LDES projects completed and planned
• 3.6. Available sites vs space efficiency for LDES technologies
• 3.7. LCOS $/kWh trend vs storage and discharge time
• 3.8. LDES power GW trend vs storage and discharge time
• 3.9. Days storage vs rated power return MW for LDES technologies
• 3.10. Days storage vs capacity MWh for LDES technologies
• 3.11. Potential by technology to supply LDES at peak power after various delays

4. Primary LDES options beyond grids: Redox flow batteries RFB

• 4.1. Overview
• 4.2. RFB technologies
• 4.3. SWOT appraisal of RFB for stationary storage
• 4.4. SWOT appraisal of RFB energy storage for LDES
• 4.5. Parameter appraisal of RFB for LDES
• 4.6 56 RFB companies compared in 8 columns: name, brand, technology, tech. readiness, beyond grid focus, LDES focus, comment
• 4.7. Detailed profiles of 52 RFB companies in 92 pages
• 4.8. Research thrust 2025 and 2024

5. Primary LDES options beyond grids: Advanced conventional construction batteries ACCB

• 5.1. Overview
• 5.2. SWOT appraisal of ACCB for beyond-grid LDES
• 5.3. Parameter appraisal of ACCB for LDES
• 5.4. Seven ACCB manufacturers compared: 8 columns: name, brand, technology, tech. readiness, beyond-grid focus, LDES focus, comment
• 5.5. Iron-air: Form Energy USA with SWOT appraisal
• 5.6. Molten calcium antimony: Ambri USA with SWOT appraisal
• 5.7. Nickel hydrogen: EnerVenue USA with SWOT
• 5.8. Sodium-ion many companies but limited beyond-grid LDES potential
• 5.9. Sodium sulfur: NGK/ BASF Japan/ Germany and others with SWOT
• 5.10. Zinc-air: eZinc Canada with SWOT
• 5.11. Zinc halide EOS Energy Enterprises USA with SWOT

6. Primary LDES storage options beyond grids: liquid gas energy storage LAES or CO2

• 6.1. Overview
• 6.2. Three gas storage manufacturers compared: 8 columns: name, brand, technology, tech. readiness, beyond-grid focus, LDES focus, comment
• 6.3. Graphic: Increasing the liquid gas storage time and discharge duration to 2044
• 6.4. Liquid air energy storage
  • 6.4.1. SWOT appraisal of LAES for beyond grid LDES
  • 6.4.2. Parameter appraisal of LAES for beyond grid LDES
  • 6.4.3. Operating principles: pure and hybrid
  • 6.4.4. Highview Power and Enlasa, orsted, Sumitomo, Shanghai Power Equipment Research Institute
  • 6.4.5. Phelas Germany
  • 6.4.6. Researchers: Mitsubishi Hitachi, Linde, European Union, Others
• 6.5 Liquid carbon dioxide storage technology, markets, achievements and prospects
  • 6.5.1. SWOT appraisal of liquid carbon dioxide for LDES
  • 6.5.2. Parameter appraisal of liquid carbon dioxide for beyond grid LDES
  • 6.5.3. Energy Dome, Italy

7. Other LDES storage options beyond grids: APHES, CAES, ETES, SGES

• 7.1. Overview
• 7.2. Primary LDES toolkit for grid and beyond-grid applications
• 7.3. Advanced pumped hydro does not need mountains
  • 7.3.1. Overview
  • 7.3.2. RheEnergise UK with SWOT appraisal
  • 7.3.3. Quidnet Energy USA: pressurised hydro underground
• 7.4. Compressed air energy storage CAES
  • 7.4.1. Overview
  • 7.4.2. Augwind Energy Israel targets beyond-grid: discussion and SWOT
• 7.5. Electrical thermal energy storage ETES for beyond-grid LDES
  • 7.5.1. Overview
  • 7.5.2. Malta Inc USA with SWOT
  • 7.5.3. RayGen Resources Australia
  • 7.5.4. Antora USA with SWOT
  • 7.5.5. Echogen Power Systems USA
  • 7.5.6. Synchrostor UK
• 7.6. Solid gravity energy storage
  • 7.6.1. Overview with parameter appraisal and SWOT
  • 7.6.2. Sand in mines: IIASA proposal
  • 7.6.3. ARES LLC USA
  • 7.6.4. Energy Vault Switzerland, USA
  • 7.6.5. Weights in mines and oil wells Renewell USA, Gravitricity UK
  • 7.6.6. Underwater weights: SinkFloatSolutions France and others

8. Technologies with less potential for beyond-grid LDES: conventional PHES, CAES, H2ES

• 8.1. Overview
• 8.2. Conventional pumped hydro for beyond-grid LDES
  • 8.2.1. Three options for conventional pumped hydro storage
  • 8.2.2. Projects and intentions in nine countries
  • 8.2.3. Economics
  • 8.2.4. Parameter appraisal of conventional pumped hydro LDES
  • 8.2.5. SWOT report for conventional pumped hydro as beyond-grid LDES
• 8.3. Compressed air energy storage CAES for beyond grid LDES: economics, SWOT appraisal
• 8.4. Hydrogen H2ES, methane or ammonia for beyond-grid LDES with SWOT appraisal
  • 8.4.1. Overview
  • 8.4.2. The hydrogen economy concept
  • 8.4.3. Hydrogen in action in beyond-grid LDES
  • 8.4.4. Parameter appraisal of hydrogen storage for LDES
  • 8.4.5. SWOT appraisal of hydrogen, methane, ammonia for beyond-grid LDES