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歐洲電池能源儲存系統系統：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Europe Battery Energy Storage System - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 181 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2025年歐洲電池能源儲存系統市場規模為213.3億美元，預計到2030年將達到546.9億美元，預測期內（2025-2030年）的複合年成長率為20.72%。

歐洲電池儲能系統市場-IMG1

主要亮點

  • 從中期來看，可再生能源的採用增加和鋰離子電池價格下降等因素預計將推動歐洲電池能源儲存系統市場的發展。
  • 然而，預計預測期內電池製造所用原料的供需不匹配將抑制市場發展。
  • 由於效率提高、生產規模擴大等技術改進，預計鋰硫電池、固態電池等新一代電池將在 2030 年或 2035 年佔據市場主導地位。預計這些電池方面的進步將在未來幾年為歐洲電池能源儲存市場創造許多機會。
  • 由於能源需求的增加，德國是預測期內成長最快的市場。這一成長歸因於該國投資的增加以及政府的支持政策。

歐洲電池能源儲存系統系統市場趨勢

預計鋰離子電池將佔市場主導地位。

  • 鋰離子 (Li-ion) 電池在充電和放電時的效率幾乎為 100%，允許放入和取出相同數量的安培小時。與鉛酸電池等其他技術相比，這種電池具有許多技術優勢。可充電鋰離子電池平均可提供超過 5,000 次循環。
  • 鋰離子電池可以多次充電，而且更穩定。此外，它們往往具有比其他二次電池更高的能量密度、電壓容量和自放電率。這使得單一電池能夠保持更長時間的電量，並且比其他類型的電池更節能。
  • 此外，全球鋰離子電池製造商都在致力於降低鋰離子電池的成本。過去十年來，鋰離子電池價格大幅下跌。
  • 到2023年，鋰離子電池組的價格將從上年的每千瓦時161多美元降至每千瓦時139美元。鋰離子電池因其效率而受到全世界的認可，並成為最佳的能源儲存設備。
  • 近年來，規模化生產蓬勃發展，帶動電池製造領域資本投入大幅增加，從而提高了鋰離子電池組的效率並降低了成本。這一趨勢凸顯了全球對能源儲存的強勁需求，這主要受到世界向可再生能源經濟轉型的推動，其中電動車發揮越來越重要的作用。
  • 鋰離子電池在電池能源儲存系統儲能系統。根據REPowerEU計劃，該地區計劃在2030年擁有1,236 GW的可再生能源發電容量。這也有望為電池能源儲存系統系統創造商機。
  • 在歐洲，到2050年將實現碳中和，可再生能源的引入量正在大幅增加。例如，2023年該地區將新增約5,590萬千瓦太陽能光電發電容量和1,700萬千瓦風電發電容量。太陽能、風能和地熱等再生能源來源都使用鋰離子電池作為能源儲存系統。
  • 歐洲各國正日益收緊補貼規定，以加速引進可再生能源。例如，2024 年 2 月，希臘政府啟動了一項名為「屋頂光電」的計劃，價值約 2.618 億美元，用於津貼該國採用屋頂太陽能發電系統和電池儲能系統。因此，這項財政措施可能會促進可再生能源計劃中的電池能源儲存系統的發展，並可能在預測期內有利於歐洲鋰離子電池的銷售。
  • 同樣，隨著該地區可靠備用電源和主要電源的出現，獨立電池能源儲存系統系統計劃也越來越受到關注。例如，2024年9月，環境能源部頒布了一項法令，確定了電池能源儲存系統系統的運作功率配額。加上前兩次競標中獲得的支持，總量達到 90 萬千瓦，略低於最初的 1000 萬千瓦的目標。在希臘，電池能源儲存系統（BESS）的資本支出補貼上限為每兆瓦 215,900 美元。競標的最高競標上限為每年每兆瓦 156,528 美元。
  • 鋰離子電池的採用正在增加，主要是因為它們具有最節能的二次電池的特性。此外，由於其技術經濟優勢，鋰離子電池正日益取代傳統電池，其使用量也呈現上升趨勢。
  • 鑑於上述情況，預測期內鋰離子電池很可能佔據歐洲電池能源儲存系統市場的主導地位。

德國可望主導市場

  • 德國是歐洲乃至全球最大的能源儲存市場之一。近年來，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 年的水平相比）的目標推動了該國的能源儲存市場的發展。該國還計劃在2023年前逐步淘汰核能發電廠，並有望增加可再生能源開發，以彌補發電能力的下降。
  • 近年來，德國能源儲存市場蓬勃發展，這在很大程度上得益於該國雄心勃勃的能源轉型計劃「能源轉型」。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。
  • 該國電池儲存的主要驅動力是由於鋰離子電池在消費性電子產品和其他應用中的廣泛使用而導致其價格暴跌。過去五年來，德國的電池成本下降了一半以上，預計這一趨勢將持續下去。
  • 根據歐洲能源儲存協會（EASE）的數據，到2030年歐洲將需要約187GW的能源儲存，其中電池儲能將佔122GW。這意味著，德國等國家正在迅速開發電池儲存解決方案，以確保能源供應，以克服俄烏戰爭引發的能源危機的後遺症。
  • 此外，德國已開始採取氣候變遷措施來抑制溫室氣體排放，政府要求在 2030 年將再生能源在能源結構中的比例提高到 50%，到 2050 年至少提高到 80%。因此，德國可能需要更多的電池能源儲存系統系統來對抗間歇性並在尖峰時段儲存多餘的能源。
  • 據德國政府貿易和投資機構GTAI稱，到2031年，德國預計將安裝25萬個配備電池的光電系統。隨著舊款太陽能光電發電的20年保證上網電價逐漸取消，改造安裝可能會在預測期內推動德國住宅能源儲存市場的發展。
  • 在目標方面，德國的國家電池目標是2037年達到21-26 GW，2022年達到0.9 GW。此外，隨著國家從煤炭轉向再生能源來源，電池能源儲存市場在未來幾年將變得至關重要。
  • 2023年，德國太陽能發電量將達61.2兆瓦時。從2012年到2021年，除了一些波動外，發電量增加了近30兆瓦時。德國是歐盟太陽能領域的主導者，2023 年其電力生產量位居所有成員國之首。
  • 例如，2024年7月，法國能源巨頭TotalEnergies SE啟動了在德國安裝100MW/200MWh電池能源儲存系統（BESS）的計劃。據該法國集團宣布，該計劃預計將吸引約8,130萬美元以上的投資。該電池將安裝在北萊茵-威斯特法倫州的達勒姆，採用道達爾能源旗下電池子公司 ZAFT 的磷酸鐵鋰技術。商業營運預計於 2026 年下半年開始。
  • 因此，這些政府措施可能會增加德國對能源儲存系統的需求。

歐洲電池能源儲存系統系統產業概況

歐洲電池能源儲存系統系統市場較分散。該市場的主要企業（不分先後順序）包括比亞迪股份有限公司、寧德時代新能源科技股份有限公司、LG 能源解決方案有限公司、松下控股株式會社和東芝。

其他福利：

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

目錄

第 1 章 簡介

  • 研究範圍
  • 市場定義
  • 調查前提

第 2 章執行摘要

第3章調查方法

第4章 市場概況

  • 介紹
  • 2029 年市場規模與需求預測（美元）
  • 最新趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 驅動程式
      • 增加可再生能源的採用
      • 鋰離子電池成本下降
    • 限制因素
      • 轉向其他能源儲存系統
  • 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
    • 競爭對手之間的競爭強度
  • 投資分析

第5章 市場區隔

  • 電池類型
    • 鋰離子電池
    • 鉛酸電池
    • 液流電池
    • 其他電池類型
  • 應用
    • 住宅
    • 商業和工業
    • 實用工具
  • 地區
    • 德國
    • 英國
    • 法國
    • 義大利
    • 西班牙
    • 北歐國家
    • 俄羅斯
    • 土耳其
    • 其他歐洲國家

第6章 競爭格局

  • 合併、收購、合作及合資
  • 主要企業策略
  • 公司簡介
    • BYD Company Ltd.
    • Tesla Inc
    • Contemporary Amperex Technology Co Ltd.
    • Panasonic Holdings Corporation
    • Murata Manufacturing Co., Ltd.
    • Leclanche SA
    • LG Energy Solution Ltd.
    • Samsung SDI Co Ltd.
    • Toshiba Corporation
    • Wartsila Oyj Abp

第7章 市場機會與未來趨勢

  • 電池技術的技術進步
簡介目錄
Product Code: 70501

The Europe Battery Energy Storage System Market size is estimated at USD 21.33 billion in 2025, and is expected to reach USD 54.69 billion by 2030, at a CAGR of 20.72% during the forecast period (2025-2030).

Europe Battery Energy Storage System - Market - IMG1

Key Highlights

  • Over the medium term, factors such as increase in adoption of renewable energy and declining lithium-ion battery prices are likely going to drive the European battery energy storage system market.
  • On the other hand, the mismatch in the demand and supply of the raw materials used for battery manufacturing is expected to restrain the market during the forecast period.
  • New generation batteries, such as lithium-sulfur and solid-state, due to technological improvements such as an increase in efficiency and production scale-up, are expected to take over the market by 2030 or 2035. These advancements in batteries are expected to create several opportunities for the European battery energy storage market in the future.
  • Germany is the fastest-growing market during the forecast period due to the rising energy demand. This growth is attributed to increasing investments, coupled with supportive government policies in the country.

Europe Battery Energy Storage System Market Trends

Lithium-ion Segment Expected to Dominate the Market

  • Lithium-ion (Li-ion) batteries are nearly 100% efficient in charge and discharge, allowing the same ampere-hours in and out. These batteries offer various technical advantages over other technologies, such as lead-acid batteries. Rechargeable Li-ion batteries, on average, offer cycles more than 5,000 times, compared to lead-acid batteries that last around 400-500 times.
  • Li-ion batteries can be recharged numerous times and are more stable. Furthermore, they tend to have a higher energy density, voltage capacity, and lower self-discharge rate than other rechargeable batteries. This improves power efficiency as a single cell has longer charge retention than different battery types.
  • Further, the global lithium-ion battery manufacturers are focusing on reducing the cost of Li-ion batteries. The price of lithium-ion batteries declined steeply over the past ten years.
  • In 2023, the price of lithium-ion battery packs fell to USD 139 per kilowatt-hour, a decrease from over USD 161 per kilowatt-hour the previous year. Recognized globally for their efficiency, lithium-ion batteries stand out as premier energy storage devices.
  • Recent years have witnessed a surge in large-scale production and significant capital investments in battery manufacturing, leading to enhanced efficiency and reduced costs for lithium-ion battery packs. This trend underscores a robust global demand for energy storage, largely driven by the world's pivot towards a renewable energy economy, with electric vehicles playing an ever-expanding role.
  • Lithium-ion batteries have significance in battery storage systems as they are used in solar, wind, and other battery energy storage systems. As per the REPowerEU plan, the region has planned to bring total renewable energy generation capacities to 1,236 GW by 2030. This is expected to create opportunities for battery energy storage systems as well.
  • Renewable energy installations are rising significantly in Europe, which has targeted becoming carbon neutral by 2050. For instance, the region installed around 55.9 GW of new solar capacity and 17 GW of wind capacity in 2023. Renewable energy sources such as solar, wind, geothermal, and others rely upon lithium-ion batteries for energy storage systems.
  • European countries are increasingly raising the provisions for subsidies to accelerate renewable energy adoption. For instance, in February 2024, the government of Greece rolled out a program named "Photovoltaics on the Roof" worth about USD 261.8 million to subsidize the deployment of solar rooftops integrated with battery storage in the country. Hence, the fiscal measure is likely to uplift battery energy storage systems in renewable energy projects, which could benefit the sale of lithium-ion batteries in Europe in the forecast period.
  • Likewise, the standalone battery energy storage system projects are also getting traction at the outset of the region's reliable backup power and prime power supply. For instance, in September 2024, The Ministry of Environment and Energy set a decree to determine the operating power quota of battery energy storage systems. Combined with the support granted in the initial two auctions, the total volume would hit 900 MW, falling slightly short of the initially targeted 1,000 MW. In Greece, capital expenditures (capex) grants on battery energy storage systems (BESS) are capped at USD 215,900 per MW. In the auction, the maximum bid is limited to USD 156,528 per MW annually.
  • The adoption of Li-ion batteries has been increasing, primarily due to their property of being the most energetic rechargeable batteries available. In addition, the use of Li-ion batteries is increasing as they are replacing conventional batteries due to their techno-economic benefits.
  • Hence, owing to the above points, the lithium-ion segment is likely to dominate the European battery energy storage system market during the forecast period.

Germany Expected to Dominate the Market

  • Germany is one of the largest markets for energy storage in Europe and across the globe. The country's energy storage market has witnessed a significant boost in recent years owing to its ambitious energy transition projects and a target of reducing greenhouse gas emissions by at least 80% (compared to 1990 levels) up until 2050. The country also has planned to phase out nuclear power plants by 2023, which is expected to increase renewable energy development for compensating the reduced power-producing capacity.
  • 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 is expected to have a profound impact on Germany's energy transition.
  • 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 the European Association of Energy Storage (EASE), Europe requires about 187 GW of energy storage by 2030, wherein battery storage accounts for 122 GW of capacity. It signifies countries like Germany's rapid development of battery storage solutions to secure energy supplies to help overcome the after-effects of the Russia-Ukraine war-led energy crisis.
  • Moreover, considering the onset of climate change commitments to curb greenhouse gas emissions in Germany, the government has mandated an increase in the share of renewables to 50% by 2030 and at least 80% by 2050 in the energy mix. This will likely necessitate further battery energy storage systems in Germany to counter the intermittency and store the excess energy during non-peak hours.
  • According to German Trade and Invest (GTAI), by 2031, Germany will likely have 250,000 solar PVs with battery retrofit potential. Since the 20-year guaranteed feed-in tariff for old PV will phase out, the retrofit installations are likely to drive the residential energy storage market in Germany during the forecast period.
  • On the target aspect, Germany's national battery storage target is 21 - 26 GW to be attained in 2037, which stood at 0.9 GW in 2022. Also, as the country moves forward to phase out coal and emphasize renewable energy sources, the battery energy storage market will be most important in the coming years.
  • In 2023, Germany generated 61.2 terawatt hours of electricity from solar photovoltaics. From 2012 to 2021, production figures increased by nearly 30 terawatt hours, albeit with some fluctuations. As a dominant force in the EU's solar photovoltaic landscape, Germany led all member states in electricity production volume in 2023.
  • For instance, in July 2024, the French energy giant TotalEnergies SE greenlit a project to install a 100-MW/200-MWh battery energy storage system (BESS) in Germany. As announced by the French group, the project is likely to see an investment exceeding about USD 81.3 million. The proposed battery, located in Dahlem, North Rhine-Westphalia, will utilize lithium-iron-phosphate technology from TotalEnergies' battery affiliate, Saft. It is slated to begin commercial operations in the latter half of 2026.
  • Therefore, such government initiatives are likely to increase demand for energy storage systems in Germany.

Europe Battery Energy Storage System Industry Overview

The European battery energy storage system market is fragmented. Some of the key players in this market (in no particular order) include BYD Company Ltd., Contemporary Amperex Technology Co Ltd., LG Energy Solution Ltd., Panasonic Holdings Corporation, Toshiba Corp., and others.

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 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Increase in Adoption of Renewable Energy
      • 4.5.1.2 Declining Cost of Lithium Ion Battery
    • 4.5.2 Restraints
      • 4.5.2.1 Shift Towards Other Energy Storage Systems
  • 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 Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion Battery
    • 5.1.2 Lead-acid Battery
    • 5.1.3 Flow Battery
    • 5.1.4 Other Battery Types
  • 5.2 Application
    • 5.2.1 Residential
    • 5.2.2 Commercial and Industrial
    • 5.2.3 Utility
  • 5.3 Geography
    • 5.3.1 Germany
    • 5.3.2 United Kingdom
    • 5.3.3 France
    • 5.3.4 Italy
    • 5.3.5 Spain
    • 5.3.6 Nordic Countries
    • 5.3.7 Russia
    • 5.3.8 Turkey
    • 5.3.9 Rest of Europe

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers, Acquisitions, Collaboration and Joint Ventures
  • 6.2 Strategies Adopted by Key Players
  • 6.3 Company Profiles
    • 6.3.1 BYD Company Ltd.
    • 6.3.2 Tesla Inc
    • 6.3.3 Contemporary Amperex Technology Co Ltd.
    • 6.3.4 Panasonic Holdings Corporation
    • 6.3.5 Murata Manufacturing Co., Ltd.
    • 6.3.6 Leclanche SA
    • 6.3.7 LG Energy Solution Ltd.
    • 6.3.8 Samsung SDI Co Ltd.
    • 6.3.9 Toshiba Corporation
    • 6.3.10 Wartsila Oyj Abp

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Technological Advancements in Battery Technology