電池能源儲存系統(BESS) 產業的成長機會

Growth Opportunities in the Battery Energy Storage Systems Industry

出版日期: 2024年11月18日 | 出版商:

Frost & Sullivan | 英文 69 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

先進的數位技術推動表前和電錶後端應用的轉型

電池能源儲存系統（BESS）對於實現能源轉型非常重要。它的實施對於提供電力系統靈活性以支援主要依靠可變再生能源（RE）的更高電氣化非常重要。在電錶後端（BTM）層面，電池還可以幫助最終用戶最大限度地提高現場再生能源發電、更有效地管理能源需求、控制成本並減少碳排放，擴大視為減少碳排放的重要技術。

BESS已進入加速成長期。預計2023年至2035年全球年裝置容量將以30.5%的年複合成長率成長，累積容量達到240.63GW或1.69TW。產能部署將以電網規模電池主導，佔新增產能的70-80%。儘管中短期投資機會仍集中在中國、北美和歐洲，但到2035年，印度和南美、東亞、澳洲、紐西蘭、亞太地區和拉丁美洲將成為BESS投資的有吸引力的目的地。

太陽能電池和蓄電池的價格降低、國產含量的提升、電動車以及 ESG 透明度的提高，為市場的更大活力和差異化創造新的機會。隨著行業的成熟和電池被證明適合廣泛的應用，重點是提高效率、盈利和永續性。許多基於人工智慧和分析的解決方案改變市場，提高電池性能、製造效率、貿易、能源最佳化和循環性。

Frost & Sullivan 的分析提供了依最終用戶細分市場到2035年 BESS 容量和投資將如何發展的區域級預測和見解。討論了供應、技術、經營模式和使用案例的關鍵促進因素和趨勢。此外，它還強調了行業參與者的成長機會。

塑造 BESS 產業的主要趨勢
趨勢1 - 人工智慧改變BESS價值鏈
趨勢2－促進BTM家庭消費的獎勵和法規
趨勢3 - VPP發揮BTM儲存的付加
趨勢4－太陽能+儲能，電錶兩側的完美結合
趨勢5－鋰的替代品
趨勢6－支援交通電氣化的電池
趨勢7－高電池透明度和 ESG課責
趨勢8－預測性 BESS 分析

成長機會分析

成長指標
生長促進因子
成長抑制因素
主要電池儲能系統供應商
預測考慮因素
累積儲存容量成長
累積發電容量成長
年發電產能預測
年儲存產能預測
資本投資產能預測
產能預測分析
價格趨勢和預測分析

區域分析

區域分析 - 北美
區域分析 - 歐洲
區域分析 - 澳洲、紐西蘭和太平洋地區
區域分析 - 中國
區域分析 - 東亞
區域分析 - 印度/南亞
區域分析 - 東協
區域分析 - 拉丁美洲
區域分析 - 中東/北非
區域分析 - 撒哈拉以南非洲
區域分析 - 俄羅斯和獨立國協

成長機會領域

成長機會1：太陽能+儲存維修
成長機會2：BESS作為電動交通的燃料
成長機會3：ESaaS（能源儲存即服務）
成長機會4：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5：電網規模BESS形成再生能源購電協議

附錄與後續步驟

成長機會的好處和影響
行動項目和後續步驟
附件清單
免責聲明

簡介目錄

Product Code: MH99-27

Advanced Digital Technologies are Driving Transformational Growth for Front- and Behind-the-meter Applications

Battery energy storage systems (BESS) are crucial in enabling the energy transition. Their deployment is essential to providing electricity systems' flexibility to support higher electrification, relying primarily on variable renewable energy (RE) sources. At the behind-the-meter (BTM) level, batteries are also increasingly recognized as a critical technology for end users to maximize on-site RE generation, manage energy demand more efficiently, control costs, and reduce carbon footprint.

BESSs have entered a period of accelerated growth. Global annual deployments are set to expand at a 30.5% CAGR from 2023 to 2035, reaching 240.63 GW with 1.69 TW of cumulative capacity. Capacity deployments will be led by grid-scale batteries, accounting for between 70-80% of new capacity. While short-mid opportunities remain concentrated in China, North America, and Europe, by 2035, India and South Asia; East Asia; Australia, New Zealand, and the Pacific; and Latin America will have become attractive destinations for BESS investments.

The solar and battery low-price scenario, the push for domestic content, electric mobility, and higher transparency on ESGs are injecting extra dynamism into the market and new opportunities for differentiation. As the industry matures and batteries prove to be the right fit for a wide range of applications, the focus is on increasing efficiency, profitability, and sustainability. Numerous AI and analytics-based solutions are transforming the market, bringing gains in battery performance, manufacturing efficiency, trading, energy optimization, and circularity.

This Frost & Sullivan analysis provides a regional-level forecast and examination of how BESS capacity and investments will evolve by 2035 split by end-user segment. It discusses the main drivers and trends in supply, technology, business models, and use cases. In addition, it highlights growth opportunities for industry participants.

Ecosystem

Scope of Analysis
Regional Segmentation
End-user Segmentation
Applications by End User
Application Definitions for
Application Definitions for Residential and C&I BESSs

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the BESS Industry
Key Findings

Trend Analysis

Key Trends Shaping the BESS Industry
Trend 1-AI Revolutionizing the BESS Value Chain
Trend 2-Carrots and Sticks to Foster BTM Self-consumption
Trend 3-VPPs to Unlock Extra Value from BTM Storage
Trend 4-Solar-plus-storage, the Perfect Match for Both Sides of the Meter
Trend 5-Alternatives to Lithium
Trend 6-Batteries Supporting Transport Electrification
Trend 7-Higher Transparency and ESG Accountability for Batteries
Trend 8-Predictive BESS Analytics

Growth Opportunity Analysis

Growth Metrics
Growth Drivers
Growth Restraints
Key BESS Suppliers
Forecast Considerations
Cumulative Storage Capacity Growth
Cumulative Power Capacity Growth
Annual Power Capacity Forecast
Annual Storage Capacity Forecast
Capex Capacity Forecast
Capacity Forecast Analysis
Pricing Trends and Forecast Analysis

Regional Analysis

Regional Analysis-North America
Regional Analysis-Europe
Regional Analysis-ANZ and Pacific
Regional Analysis-China
Regional Analysis-East Asia
Regional Analysis-India and South Asia
Regional Analysis-ASEAN
Regional Analysis-Latin America
Regional Analysis-Middle East and North Africa
Regional Analysis-Sub-Saharan Africa
Regional Analysis-Russia and CIS

Growth Opportunity Universe

Growth Opportunity 1: Solar-plus-storage Retrofits
Growth Opportunity 2: BESS to Fuel Electric Transportation
Growth Opportunity 3: Energy Storage-as-a-Service
Growth Opportunity 4: AI and Advanced Analytics-based Platforms for BESS Optimization
Growth Opportunity 5: Grid-scale BESS to Shape Renewable Energy Power Purchase Agreements