市場調查報告書
商品編碼
1530861
2030年能源儲存市場預測:按技術、應用和地區分類的全球分析Energy Storage Market Forecasts to 2030 - Global Analysis By Technology (Mechanical, Electrochemical, Thermal and Chemical), Application (Residential, Commercial & Industrial, Electric Vehicle (EV) Charging and Other Applications) and By Geography |
根據Stratistics MRC預測,2024年全球能源儲存市場規模將達598億美元,預計2030年將達到1,435億美元,預測期內複合年成長率為15.7%。能源儲存是指回收某一時間點所產生的能源以供日後使用,以達到能源需求與供應之間的平衡。能源儲存包括電池、輪圈、蓄熱和抽水力發電等多種技術。這些系統儲存來自可再生能源、電網電力和石化燃料等能源來源的能量,提供可靠的電力,提高電網穩定性,並支持再生能源來源的整合。
根據國際能源總署(IEA)的資料,到2030年,電網規模的電池儲存容量預計將增加15倍,達到160GW。
擴大可再生能源
隨著太陽能和風能等可再生能源變得越來越普遍,對能源儲存解決方案的需求也隨之增加。由於這些能源來源是間歇性的,因此能源儲存系統對於平衡供需、確保電網穩定性和最大限度地利用可再生能源至關重要。儲能技術能夠將更高比例的可再生能源併入電網,減少限電並在發電量低的時期提供備用電力。可再生能源和儲存之間的這種共生關係是推動市場成長的關鍵因素。
初期投資成本高
儘管鋰離子電池等技術的價格正在下降,但對於許多潛在用戶來說,整個系統的成本(包括安裝和整合)仍然很高。這種財務障礙可能會阻礙小規模採用並減緩市場成長,特別是在新興市場和中小企業。一些儲存解決方案的投資回收期較長,加劇了這個問題,如果沒有明確的長期效益或支持性政策,就很難證明投資的合理性。
加強政府獎勵
世界各國政府正在認知到能源儲存在實現清潔能源目標和電網現代化方面所發揮的關鍵作用。因此,許多政府實施了支持性政策和財政獎勵來鼓勵儲存的採用。這些措施包括稅額扣抵、補貼、退稅和有利的法規結構。這些獎勵顯著減輕了消費者和企業的成本負擔,使儲存解決方案更容易取得且經濟可行。政府的支持正在創造新的市場機會並促進能源儲存領域的創新。
網路安全風險
隨著能源儲存系統變得越來越互聯數位化,網路安全威脅也在增加。這些系統通常與智慧電網和其他關鍵基礎設施整合,使其成為網路攻擊的潛在目標。成功的攻擊可能會導致電網不穩定、斷電或設備物理損壞。對強大網路安全措施的需求增加了儲存計劃的複雜性和成本。此外,資料隱私和安全問題可能會降低採用率,特別是對於網格規模和公共事業應用程式。
COVID-19 大流行擾亂了能源儲存領域的供應鏈和計劃進度。然而,它也強調了彈性能源系統的重要性,並有可能加速其長期採用。這場危機加強了對能源安全和自給自足的關注,導致人們對住宅和商業儲能解決方案的興趣增加。總體而言,儘管短期影響是負面的,但疫情可能增強了能源儲存的長期前景。
電網能源儲存領域預計在預測期內規模最大
預計該電網能源儲存領域將在預測期內創下最大的市場佔有率。電網能源儲存在電力系統現代化和再生能源來源中發揮關鍵作用。該領域的主導地位是由不斷成長的電網穩定需求、不斷成長的可再生能源滲透率以及不斷成長的抑低尖峰負載和負載平衡服務需求所推動的。從大型電池系統到抽水蓄能,電網儲存解決方案使公用事業公司能夠更有效地管理供需,緩解輸電堵塞,並推遲昂貴的基礎設施升級。
電動車(EV)充電領域預計在預測期內複合年成長率最高
電動車充電產業預計將在預測期內實現最高成長。全球電動車轉型加速推動了電動車充電產業的快速成長。能源儲存系統可實現快速充電功能、電網負載管理以及再生能源來源的整合,對電動車充電基礎設施變得越來越重要。儲能解決方案可以幫助減輕高功率電動車充電對電網的影響,降低尖峰需求費用,並為充電站提供備用電源。隨著電動車普及率的飆升和充電網路的擴大,對相關儲存解決方案的需求預計將呈指數級成長。
預計亞太地區將主導能源儲存市場。該地區在能源儲存市場的主導地位是由擁有強大電池和其他儲存技術製造基地的國家推動的,例如中國、日本和韓國。可再生能源整合、電網現代化和電動車部署的大量投資正在創造對儲能解決方案的巨大需求。政府支持清潔能源和能源安全的政策進一步推動了市場成長。主要行業參與者的存在和對創新的高度重視有助於該地區的市場領導地位。
預計亞太地區在預測期內將出現良好的成長。該地區正在經歷都市化和工業化,增加了對可靠、清潔能源的需求。印度和東南亞國家等國家正在增加可再生能源容量,需要儲能解決方案來穩定其電網。蓬勃發展的電動車市場,尤其是在中國,正在刺激電動車充電領域的成長。此外,政府為減少碳排放和加強能源安全所做的努力正在加速全部區域能源儲存技術的採用。
According to Stratistics MRC, the Global Energy Storage Market is accounted for $59.8 billion in 2024 and is expected to reach $143.5 billion by 2030, growing at a CAGR of 15.7% during the forecast period. Energy storage is the capture of energy produced at one time for use at a later time, enabling a balance between energy demand and supply. It includes various technologies such as batteries, flywheels, thermal storage, and pumped hydro storage. These systems store energy from sources like renewables, grid electricity, and fossil fuels, providing reliable power, enhancing grid stability, and supporting the integration of renewable energy sources.
According to data from the International Energy Agency (IEA), grid-scale battery storage capacity is projected to increase 15-fold by 2030, reaching 160 GW.
Increasing penetration of renewable energy
The growing adoption of renewable energy sources like solar and wind is driving significant demand for energy storage solutions. As these sources are intermittent, energy storage systems are crucial for balancing supply and demand, ensuring grid stability, and maximizing the utilization of renewable energy. Storage technologies enable the integration of higher percentages of renewables into the grid, reduce curtailment, and provide backup power during periods of low generation. This symbiotic relationship between renewable energy and storage is a key factor propelling market growth.
High initial investment costs
While prices for technologies like lithium-ion batteries have decreased, the overall system costs, including installation and integration, remain high for many potential users. This financial hurdle can deter smaller-scale implementations and slow down market growth, particularly in developing regions or for smaller businesses. The long payback periods associated with some storage solutions further compound this issue, making it challenging to justify investments without clear long-term benefits or supportive policies.
Increasing government incentives
Governments worldwide are recognizing the critical role of energy storage in achieving clean energy goals and grid modernization. As a result, many are implementing supportive policies and financial incentives to accelerate storage deployment. These measures include tax credits, grants, rebates, and favorable regulatory frameworks. Such incentives can significantly reduce the cost burden for consumers and businesses, making storage solutions more accessible and economically viable. This governmental support is creating new market opportunities and driving innovation in the energy storage sector.
Cybersecurity risks
As energy storage systems become increasingly connected and digitalized, they face growing cybersecurity threats. These systems often integrate with smart grids and other critical infrastructure, making them potential targets for cyberattacks. A successful attack could lead to grid instability, power outages, or even physical damage to equipment. The need for robust cybersecurity measures adds complexity and cost to storage projects. Additionally, concerns about data privacy and security could potentially slow adoption rates, particularly for grid-scale and utility applications.
The COVID-19 pandemic disrupted supply chains and project timelines in the energy storage sector. However, it also highlighted the importance of resilient energy systems, potentially accelerating long-term adoption. The crisis led to increased focus on energy security and self-sufficiency, boosting interest in residential and commercial storage solutions. Overall, while short-term impacts were negative, the pandemic may have strengthened the long-term outlook for energy storage.
The grid energy storage segment is expected to be the largest during the forecast period
This grid energy storage segment is expected to register the largest market share over the prediction period. Grid energy storage plays a crucial role in modernizing electricity systems and integrating renewable energy sources. This segment's dominance is driven by increasing grid stability needs, rising renewable energy penetration, and growing demand for peak shaving and load leveling services. Grid storage solutions, ranging from large-scale battery systems to pumped hydro storage, enable utilities to manage supply and demand more effectively, reduce transmission congestion, and defer costly infrastructure upgrades.
The electric vehicle (EV) charging segment is expected to have the highest CAGR during the forecast period
The EV charging segment is expected to witness the highest growth during the forecast period. The rapid growth of the EV charging segment is fueled by the accelerating global transition to electric mobility. Energy storage systems are becoming increasingly crucial for EV charging infrastructure, enabling fast charging capabilities, grid load management, and the integration of renewable energy sources. Storage solutions help mitigate the impact of high-power EV charging on the grid, reduce peak demand charges, and provide backup power for charging stations. As EV adoption rates soar and charging networks expand, the demand for associated storage solutions is expected to grow exponentially.
Asia Pacific is expected to dominate the energy storage market. The region's dominance in the energy storage market is driven by countries like China, Japan, and South Korea, which have a robust manufacturing base for batteries and other storage technologies. Significant investments in renewable energy integration, grid modernization, and electric vehicle adoption are creating substantial demand for storage solutions. Government policies supporting clean energy and energy security further boost market growth. The presence of key industry players and a strong focus on technological innovation contribute to the region's market leadership.
Asia Pacific is anticipated to witness lucrative growth during the forecast period. The region is experiencing increasing urbanization and industrialization, driving demand for reliable and clean energy. Countries like India and Southeast Asian nations are ramping up their renewable energy capacities, necessitating storage solutions for grid stability. The booming electric vehicle market, particularly in China, is spurring growth in the EV charging segment. Additionally, government initiatives to reduce carbon emissions and enhance energy security are accelerating the adoption of energy storage technologies across the region.
Key players in the market
Some of the key players in Energy Storage market include AES Corporation, Ballard Power Systems, BYD Company Ltd., Contemporary Amperex Technology Co., Ltd (CATL), Fluence Energy, GE Vernova Inc., Gotion High-Tech, Hitachi Energy Ltd., ITM Power, LG Energy Solution, Nel ASA, NextEra Energy, Panasonic Corporation, Plug Power, Samsung SDI Co., Ltd., Siemens Energy, SunPower, and Tesla.
In June 2024, CATL unveiled TENER, the world's first mass-producible energy storage system with zero degradation in the first five years of use. CATL unveiled this breakthrough technology at ees Europe, the largest and most international exhibition for batteries and energy storage systems in Europe.
In June 2024, Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) and Vertiv (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions, have entered into a strategic technology partnership with a focus on backup power applications for data centres and critical infrastructures, scalable from 200kW to multiple MWs.
In October 2023, SunPower (NASDAQ:SPWR), a leading residential solar technology and energy services provider announced it signed deals with four new home builders for solar standard communities across the country, signaling a rising prioritization of more sustainable, reliable, and affordable energy in new home building. Now Beazer Homes, CC Homes, Meritage Homes and Toll Brothers are pre-installing SunPower Equinox(R) solar systems in select communities, making it easier than ever for homeowners to adopt clean energy. These four deals represent nearly 1,000 solar homes across eight states.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.