電網規模電池儲存 (BESS) 產業的成長機會

Growth Opportunities for the Grid-scale Battery Energy Storage Systems (BESS) Industry

出版日期: 2024年09月04日 | 出版商:

Frost & Sullivan | 英文 84 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

靈活性時代正接近主流，競爭日益加劇，需要新的策略來獲取價值。

2023年，全球電網規模儲能系統（BESS）部署經歷了前所未有的成長，較2022年成長了159.5%。2024年新增裝置容量將達到4184萬kW/10467萬GWh，再創紀錄。

在風能和太陽能的成長以及對電網靈活性的需求的推動下，BESS 已成為成長最快的清潔能源技術。各國政府、電網營運商和監管機構認知到能源儲存的多重好處，並推進法規和獎勵以支持採用該技術，儘管速度各不相同。北美、歐洲、澳新、中國是最重要的發展地區，日本、印度、土耳其、智利、南非、以色列等國家正處於發展的轉捩點。

低價情境、對國產內容的推動以及更高的ESG 透明度為該行業注入更多活力。 Frost & Sullivan預測，到2030年，電網規模BESS的累積容量將成長約8倍，達到549.93GW/1,549.02GWh。

本研究提供了2035年電網規模 BESS 容量和投資將如何演變的區域層級預測和分析。討論了關鍵促進因素和阻礙因素、供應和技術趨勢、經營模式和使用案例。此外，它還強調了行業參與者的成長機會。

塑造產業的主要趨勢
趨勢1-AI將徹底改變BESS價值鏈
趨勢2-透過長壽命系統加強能源轉型
趨勢3-提高電池透明度和ESG責任制
趨勢4-太陽能+儲能，完美結合
趨勢5-BESS保證全年365天、每天24小時清潔電子產品
趨勢6-最佳化服務需求不斷增加
趨勢7-電動車二次電池的問題
趨勢8-鋰的替代品
趨勢9-BESS維修火力發電廠

成長機會分析

電網規模BESS組件
電網規模BESS價值鏈
電網規模BESS主要供應商
電網規模BESS的主要應用
成長指標
生長促進因子
促生長因素分析－間歇性RE擴張
促進成長因素分析－電池產能擴張
成長促進因素分析－降低成本
成長動力分析－支持政策、獎勵和市場驅動力
成長阻礙因素
預測假設
累積發電容量成長
累積電量預測
年度新增發電容量預測
年度能源新增容量預測
年度能源產能預測（依地區）
資本投資預測
產能預測分析
價格趨勢和預測分析

區域分析

區域分析-市場現狀
區域分析 - 北美
子區域年度增加 - 北美
區域分析 - 歐洲
子區域年度增加 - 歐洲
區域分析 - 澳洲 - 紐西蘭和太平洋地區
子區域年度增加 - 澳洲、紐西蘭和太平洋地區
區域分析-中國
年度增加 - 中國
區域分析 - 東亞
子區域年度增加 - 東亞
區域分析 - 印度和南亞
子區域年度增加 - 印度和南亞
區域分析 - 東協
子區域年度增加 - 東協
區域分析 - 中東/北非
子區域年產能增加 - 中東/北非
區域分析 - 拉丁美洲
子區域年產能增加 - 拉丁美洲
區域分析 - 撒哈拉以南非洲
子區域年度增加 - 撒哈拉以南非洲
區域分析-俄羅斯/獨立國協
子區域年度增加 - 俄羅斯和獨立國協

存取控制解決方案的成長機會世界

成長機會 1 用於 BESS 最佳化的人工智慧和基於高級分析的平台
成長機會 2 物聯網邊緣平台促進 BESS 整合
成長機會 3 聚合器的儲存即即服務
成長機會 4 BESS 形成PPA
圖表列表
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簡介目錄

Product Code: KA8A-27

The Era of Flexibility is Approaching the Mainstream, Intensifying Competition and Requiring New Strategies to Capture Value

Global grid-scale battery energy storage system (BESS) deployment experienced unprecedented growth in 2023, expanding 159.5% from 2022. The year 2024 will break another record in new installations, with deployments of 41.84 GW/104.67 GWh.

BESS has rapidly become the fastest-growing clean energy technology, driven by the growth of wind and solar and the need for grid flexibility. Governments, system operators, and regulators recognize the diverse benefits of energy storage and are advancing regulations and incentives to support the technology's deployment, albeit at varying rates. While North America, Europe, Australia and New Zealand (ANZ), and China are the most important regions for development, Japan, India, Turkey, Chile, South Africa, and Israel, among other countries, are at a turning point in terms of development and poised for considerable growth.

The low-price scenario and the push for domestic content and higher ESG transparency are injecting additional dynamism into the industry. Frost & Sullivan forecasts cumulative grid-scale BESS capacity to grow nearly eight-fold, reaching 549.93 GW/1,549.02 GWh by 2030.

This study provides a regional-level forecast and analysis of how grid-scale BESS capacity and investments will evolve by 2035. It discusses the main drivers and restraints, supply and technology trends, business models, and use cases. In addition, it highlights growth opportunities for industry participants.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Grid-scale BESS Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Ecosystem

Scope of Analysis
Regional Segmentation
Key Findings

Trend Analysis

Key Trends Shaping the Industry
Trend 1-AI Revolutionizing the BESS Value Chain
Trend 2-Stronger Emphasis on Energy Shifting with Longer-duration Systems
Trend 3-Greater Transparency and ESG Accountability for Batteries
Trend 4-Solar-Plus-Storage, the Perfect Match
Trend 5-BESS to Guarantee 24/7 Clean Electrons
Trend 6-Higher Demand for Optimization Services
Trend 7-Challenging Outlook for EV Second-life Batteries
Trend 8-The Alternatives to Lithium
Trend 9-Thermal Power Plant Retrofits with BESS

Growth Opportunity Analysis

Grid-scale BESS Components
Grid-scale BESS Value Chain
Key Grid-scale BESS Suppliers
Key Applications for Grid-scale BESS
Growth Metrics
Growth Drivers
Growth Driver Analysis-Expansion of Intermittent RE
Growth Driver Analysis-Battery Production Capacity Expansion
Growth Driver Analysis-Cost Declines
Growth Driver Analysis-Supportive Policies, Incentives, and Market Regulations
Growth Restraints
Forecast Assumptions
Cumulative Power Capacity Growth
Cumulative Power Capacity Forecast
Annual Power Capacity Additions Forecast
Annual Energy Capacity Additions Forecast
Annual Energy Capacity Forecast by Region
Capex Forecast
Capacity Forecast Analysis
Pricing Trends and Forecast Analysis

Regional Analysis

Regional Analysis-Market Status
Regional Analysis-North America
Annual Additions by Sub-region-North America
Regional Analysis-Europe
Annual Additions by Sub-region-Europe
Regional Analysis-ANZ & Pacific
Annual Additions by Sub-region-ANZ & Pacific
Regional Analysis-China
Annual Additions-China
Regional Analysis-East Asia
Annual Additions by Sub-region-East Asia
Regional Analysis-India & South Asia
Annual Additions by Sub-region-India & South Asia
Regional Analysis-ASEAN
Annual Additions by Sub-region-ASEAN
Regional Analysis-Middle East & North Africa
Annual Additions by Sub-region-Middle East & North Africa
Regional Analysis-Latin America
Annual Additions by Sub-region-Latin America
Regional Analysis-Sub-Saharan Africa
Annual Additions by Sub-region-Sub-Saharan Africa
Regional Analysis-Russia & CIS
Annual Additions by Sub-region-Russia & CIS

Growth Opportunity Universe in Access Control Solutions

Growth Opportunity 1AI and Advanced Analytics-based Platforms for BESS Optimization
Growth Opportunity 2IoT Edge Platforms to Expedite BESS Integration
Growth Opportunity 3Storage-as-a-Service for Aggregators
Growth Opportunity 4BESS to Shape PPAs
List of Exhibits
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