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市場調查報告書
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1628832

歐洲能源儲存：市場佔有率分析、產業趨勢與成長預測（2025-2030）

Europe Energy Storage - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計歐洲能源儲存市場在預測期內的複合年成長率將超過18%。

歐洲儲能-市場-IMG1

2020 年市場受到 COVID-19 的負面影響。目前，市場已達到疫情前水準。

主要亮點

  • 從長遠來看，不斷電系統需求增加和鋰離子電池價格下降等因素預計將推動市場發展。
  • 另一方面，原料供需不匹配是阻礙市場成長的主要因素。
  • 各種技術進步的增加，例如比現有技術更有效率的壓縮空氣能源儲存（CAES），預計將為歐洲能源儲存市場創造巨大機會。
  • 由於住宅、工業和商業部門能源需求的增加以及政府的支持措施，預計德國將在預測期內主導市場。

歐洲能源儲存市場趨勢

電池領域佔據市場主導地位

  • 電池能源儲存被認為是向永續能源系統過渡的關鍵技術。電池能源儲存系統系統調節電壓和頻率，降低尖峰需求，整合可再生能源，並列出備用電源。電池在能源儲存系統中極為重要，約佔系統總成本的60%。
  • 電池儲能系統與風能和太陽能等自然能源相結合，可以廣泛提高電網穩定性，並且在技術和商業性都是可行的。歐洲正在經歷能源轉型，這一趨勢預計將在未來幾年加劇。這種轉變還包括增加對可再生能源的依賴，以應對氣候緩解措施。
  • 在可再生能源發電中，電池充當剩餘發電的媒介，可以在需要時使用。能源儲存系統還可以作為提高電力利用率、提高電力利用效率的手段。這有助於平衡不同時間的能源以配合供需。
  • 在歐洲，可再生能源的引進正在顯著成長。 2021年歐洲可再生為647.39GW，較2017年的512.78GW成長26.25%。預計類似的趨勢在預測期內也將持續。
  • 此外，俄羅斯入侵烏克蘭後，許多歐盟國家宣布計劃加快可再生能源的部署，以減少對俄羅斯天然氣進口的依賴。德國、荷蘭和葡萄牙等國已經加強了可再生能源的雄心壯誌或加速了最初的目標。這將增加預測期內對電池能源儲存系統的需求。
  • 例如，2022年2月，電池製造商Saft宣布贏得Neoen的契約，在法國南部安圖尼亞克承包交付8MW/8MWh電池能源儲存系統（BESS）。該設施將是法國第一座 BESS 和太陽能聯合發電廠，並將連接到 RTE（Reseau de Transport d'Electricite）高壓電網。帥福得正在採用 EPC 方法建造新的 ESS，計劃於 2022 年春季完成，即合約簽署後 10 個月內。
  • 鑑於上述情況，預計在預測期內歐洲能源儲存市場將由電池產業主導。

德國主導市場

  • 德國是歐洲最大的能源儲存市場，也是世界上最大的儲能市場之一。近年來，在雄心勃勃的能源轉型計劃和到 2050 年將溫室氣體排放減少至少 80%（與 1990 年相比）的目標的推動下，該國的能源儲存業務顯著成長。此外，德國計劃在2023年逐步淘汰核子反應爐，並正在加速可再生能源的發展，以彌補發電能力的下降。
  • 德國已經走在可再生能源發展的前沿。德國政府設定的目標是到2030年透過可再生能源滿足該國80%的電力需求。太陽能、陸上和離岸風力發電將成為可再生能源生產的支柱。
  • 近年來，德國能源儲存市場出現了顯著成長，這在很大程度上要歸功於該國雄心勃勃的能源轉型計劃「Energiewende」。電池和其他儲能技術的蓬勃發展預計將對德國的能源轉型產生重大影響。
  • 此外，由於高電費和當前的能源危機，德國家庭太陽能儲存系統的安裝量正在增加，預計2021年新增安裝量將增加近60%。據德國太陽能集團BSW稱，2021年德國家庭將安裝約14.1萬套新太陽能儲存系統，使全國累積安裝量達到41.3萬套。
  • 該國電池儲存的關鍵促進因素是鋰離子電池的價格迅速下降，因為它們廣泛用於家用電子電器和其他應用。過去五年來，國內電池成本已經減少了一半以上，而且這一趨勢預計將持續下去。
  • 據國際能源總署（IEA）稱，德國正在透過創新競標鼓勵電池存儲，獎勵再生能源和電池儲存的結合。 2021年和2022年授予的所有計劃的總合裝置容量均達到或超過1吉瓦太陽能光伏和電池儲存組合。
  • 例如，2022年10月，Fluence Energy GmbH和TransnetBW GmbH宣布將開發一個使用全球最大蓄電池的交付計劃。透過提高現有電網基礎設施的效率，該計劃將改善能源安全並大力支持德國的能源轉型道路。由 Fluence 提供的 250 MW 基於電池的儲能系統將安裝在重要的電網樞紐 Kupfelzell。計劃竣工日期為2025年。
  • 鑑於上述情況，德國預計將在預測期內主導歐洲能源儲存市場。

歐洲能源儲存產業概況

歐洲能源儲存市場適度細分。主要參與企業（排名不分先後）為 GS Yuasa Corporation、Contemporary Amperex Technology Co. Ltd.、比亞迪、LG Energy Solution, Ltd. 和 Samsung SDI。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第2章調查方法

第3章執行摘要

第4章市場概況

  • 介紹
  • 至2028年市場規模及需求預測（單位：十億美元）
  • 最新趨勢和發展
  • 政府法規和措施
  • 市場動態
    • 促進因素
    • 抑制因素
  • 供應鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第5章市場區隔

  • 科技
    • 電池
    • 抽水蓄能發電（PSH）
    • 能源儲存（TES）
    • 飛輪能源儲存(FES)
    • 其他
  • 最終用戶
    • 住宅
    • 商業/工業
  • 按地區分類（2028 年之前的市場規模和需求預測）
    • 德國
    • 英國
    • 法國
    • 義大利
    • 奧地利
    • 瑞士
    • 歐洲其他地區

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • GS Yuasa Corporation
    • Contemporary Amperex Technology Co. Limited
    • Tesla Inc
    • BYD Co. Ltd
    • Clarios（Formerly Johnson Controls International PLC）
    • Varta AG
    • LG Energy Solution, Ltd.
    • NGK Insulators Ltd
    • Samsung SDI Co. Ltd

第7章 市場機會及未來趨勢

簡介目錄
Product Code: 55300

The Europe Energy Storage Market is expected to register a CAGR of greater than 18% during the forecast period.

Europe Energy Storage - Market - IMG1

The market was negatively impacted by COVID-19 in 2020. Presently the market has reached pre-pandemic levels.

Key Highlights

  • Over the long term, factors like increasing demand for uninterrupted power supply and decreasing price of lithium-ion batteries are expected to drive the market.
  • On the other hand, a mismatch in the supply and demand of raw materials is a significant restraint hindering the market's growth.
  • Nevertheless, the increasing technological advancements in various technologies like compressed air energy storage (CAES), which has higher efficiency than present-day technologies, are expected to create enormous opportunities for the Europe Energy Storage Market.
  • Germany is expected to dominate the market during the forecast period, owing to the increasing energy demand from residential, industrial, and commercial sectors and supportive government policies.

Europe Energy Storage Market Trends

Batteries Segment to Dominate the Market

  • Battery energy storage is considered a critical technology in transitioning to a sustainable energy system. The battery energy storage systems regulate voltage and frequency, reduce peak demand charges, integrate renewable sources, and provide a backup power supply. Batteries are crucial in energy storage systems and are responsible for around 60% of the system's total cost.
  • Battery energy storage systems, coupled with renewables, such as wind and solar, are technically and commercially viable for extensively increasing grid stability. Europe is undergoing an energy transformation, expected to intensify over the coming years. The change includes a greater reliance on renewable energy in response to climate mitigation policies.
  • In renewable energy generation, battery energy storage serves as a medium for an excess generation which can be used when needed. Energy storage systems also served as a means of increasing power utilization and increased power utilization efficiency rates. This helps balance energy in various time ranges to match demand and supply.
  • The installation of renewable energy sources has grown significantly in Europe. In 2021 the installed renewable energy capacity in Europe was 647.39 GW compared to 512.78 GW in 2017, showing a growth rate of 26.25%. A similar trend is expected to be followed during the forecasted period.
  • Moreover, in response to the Russian invasion of Ukraine, many European Union countries announced plans to accelerate renewable deployment to reduce their dependence on Russian natural gas imports. Countries like Germany, the Netherlands, and Portugal have either increased their renewable energy ambitions or moved their initial targets earlier. This will increase the demand for battery energy storage systems during the forecasted period.
  • For instance, in February 2022, Battery manufacturer Saft announced that it had secured a contract from Neoen to deliver a turnkey 8MW/8 MWh battery energy storage system (BESS) in Antugnac, Southern France. The facility will be the first co-located BESS and solar farm connected to Reseau de Transport d'Electricite's (RTE) high-voltage transmission grid in France. Saft is building the new ESS on an EPC basis, with completion scheduled for spring 2022, within ten months of contract signing.
  • Therefore, owing to the above points, the battery segment is expected to dominate the Europe energy storage market during the forecast period.

Germany to Dominate the Market

  • Germany has one of Europe's and the world's largest energy storage markets. The country's energy storage business has grown significantly in recent years due to ambitious energy transition projects and a target of lowering greenhouse gas emissions by at least 80% (relative to 1990 levels) by 2050. In addition, the country intends to phase out nuclear power reactors by 2023, accelerating renewable energy development to compensate for the lower power-producing capability.
  • Germany is already at the forefront of renewable energy development. The German government has a target for renewables to meet 80% of the electricity demand in the country by 2030. Solar power and onshore- and offshore wind power will be the main pillars of renewable energy production.
  • The energy storage market in Germany has experienced a massive boost in recent years, majorly due to the country's ambitious energy transition project, "Energiewende." The boom of batteries and other storage technologies are expected to profoundly impact Germany's energy transition.
  • Additionally, The adoption of household solar storage systems is increasing in Germany, owing to high power costs and the present energy crisis, with the number of new installations projected to increase by almost 60% in 2021. According to the German solar energy group BSW, about 141,000 new solar storage systems were installed in 2021 by German households, reaching the cumulative installation 413,000 units across the country.
  • The primary driver of battery storage in the country is the sharp price decline in lithium-ion batteries due to their wide use in consumer electronics and other applications. In the last five years, battery costs have more than halved in the country, and this trend is expected to continue in the coming years.
  • According to International Energy Agency (IEA), in Germany, storage deployment is encouraged through innovation auctions, which reward the combination of renewables and storage. All successful bids in 2021 and 2022, totaling over 1 GW of installed capacity, were projects combining solar PV with battery storage.
  • For instance, in October 2022, Fluence Energy GmbH and TransnetBW GmbH announced they would deploy the world's largest battery-based energy storage-as-transmission project. The project will improve energy security and significantly support Germany's energy transition pathway by increasing the efficiency of the existing grid infrastructure. The 250 MW battery-based energy storage system, supplied by Fluence, will be located at Kupferzell, a significant grid hub. It is planned for completion in 2025.
  • Therefore, owing to the above points, Germany is expected to dominate the Europe energy storage market during the forecast period.

Europe Energy Storage Industry Overview

The Europe energy storage market is moderately fragmented. Some key players (in no particular order) are GS Yuasa Corporation, Contemporary Amperex Technology Co. Limited, BYD Co. Ltd, LG Energy Solution, Ltd., and Samsung SDI Co. Ltd.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast, in USD billion, till 2028
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
    • 4.5.2 Restraints
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Technology
    • 5.1.1 Batteries
    • 5.1.2 Pumped-Storage Hydroelectricity (PSH)
    • 5.1.3 Thermal Energy Storage (TES)
    • 5.1.4 Fywheel Energy Storage (FES)
    • 5.1.5 Others
  • 5.2 End-User
    • 5.2.1 Residential
    • 5.2.2 Commercial & Indsutrial
  • 5.3 Geography {Market Size and Demand Forecast till 2028 (for regions only)}
    • 5.3.1 Germany
    • 5.3.2 United Kingdom
    • 5.3.3 France
    • 5.3.4 Italy
    • 5.3.5 Austria
    • 5.3.6 Switzerland
    • 5.3.7 Rest of Europe

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 GS Yuasa Corporation
    • 6.3.2 Contemporary Amperex Technology Co. Limited
    • 6.3.3 Tesla Inc
    • 6.3.4 BYD Co. Ltd
    • 6.3.5 Clarios (Formerly Johnson Controls International PLC)
    • 6.3.6 Varta AG
    • 6.3.7 LG Energy Solution, Ltd.
    • 6.3.8 NGK Insulators Ltd
    • 6.3.9 Samsung SDI Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS