市場調查報告書
商品編碼
1569883
到 2030 年電網規模電池儲存市場預測:按類型、所有權模式、額定功率、應用和地區進行的全球分析Grid-Scale Battery Storage Market Forecasts to 2030 - Global Analysis by Type (Lithium-Ion, Lead Acid, Flow, Sodium Based and Other Types), Ownership-Model, Power Rating, Application and By Geography |
根據Stratistics MRC預測,2024年全球電網規模電池儲存市場規模將達803億美元,預計2030年將達到3,601億美元,預測期內複合年成長率為28.4%。
電網規模電池儲存是指為儲存風能、太陽能等再生能源來源產生的電力而創建的大型能源儲存裝置,並在需要時將其返回電網。透過在低需求期間儲存多餘的能源並在需求高峰期間釋放它,這些系統可以支援能源管理並平衡供需。電網規模的電池可以穩定能源成本,減少對石化燃料的依賴,並促進再生能源來源融入系統。
增加可再生能源整合
隨著可再生能源系統的日益部署,對平衡供需的可靠儲能解決方案的需求不斷增加。電池可以透過在高峰時段捕獲多餘的能量並在低發電時段釋放它來提高電網的穩定性和效率。這種能力創造了一個協同循環,不僅支持向清潔能源電網的過渡,而且還促進了更多可再生能源的部署,並促進了對電網規模電池技術的進一步投資。
環境問題
對鋰和鈷等原料開採的環境擔憂可能導致棲息地破壞和水污染。此外,電池生命週期還有回收和廢棄物管理問題,因為處置不當可能會產生危險廢棄物。對這些環境影響的社會和監管審查可能會延遲計劃核准並增加合規成本。因此,該產業將面臨開發更永續實踐的壓力,這可能會減緩電網規模電池儲存領域的創新和採用。
技術創新
鋰矽電池和固態電池等創新技術可提供更長的使用壽命和更高的效能。製造流程的創新降低了生產成本,並使儲能解決方案更容易獲得。此外,能源管理系統的開發最佳化了電池儲存和再生能源來源的整合,提高了電網穩定性。這些進步不僅有可能滿足不斷成長的能源需求,還可以加速向永續能源環境的過渡,吸引投資,突顯即將推出的創新,並為市場創造成長機會。
與替代技術的競爭
與抽水蓄能、壓縮空氣能源儲存和輪圈等替代技術競爭,為長期能源儲存和電網穩定性提供可擴展的解決方案。這些替代技術需要較少的資本投入,並且已經建立了營運框架。此外,這些技術進步可能會吸引人們對電池儲存創新的關注和資金。因此,電網規模電池市場的成長潛力可能會受到競爭性能源儲存解決方案的吸引力的限制。
COVID-19 的影響
COVID-19 大流行擾亂了供應鏈並導致製造和計劃部署延遲,從而影響了電網規模的電池儲存市場。封鎖和監管阻礙了建設活動,並減少了電池儲存系統的勞動力。然而,這場危機加速了向可再生能源和能源彈性的轉變,並凸顯了強大的能源儲存解決方案的重要性。政府對疫情後綠色復甦和永續性措施的興趣日益濃厚,刺激了對電網規模電池技術的投資。
鋰離子電池預計將在預測期內成為最大的細分市場
由於其高能量密度、高效率和不斷下降的成本,鋰離子電池預計將在預測期內成為最大的產業。鋰離子電池可以快速充電和放電,非常適合平衡供需。此外,其擴充性支援大規模能源管理並提高電網穩定性和彈性。技術和製造的不斷進步使鋰離子電池變得更容易獲得,從而推動了各個地區的投資和採用。
預計尖峰用電移轉年成長率在預測期內最高
透過使電力公司能夠更有效地管理電力需求,預計尖峰用電移轉部分將在預測期內顯著成長。透過將能源消耗從尖峰時段轉移到非高峰時段,這些系統有助於減輕高需求時期電網的壓力。這不僅降低了營運成本,還提高了電網的可靠性和穩定性。隨著可再生能源變得越來越普遍,整合電池儲存對於平衡間歇性供需變得非常重要。
在預測期內,由於能源需求的增加和向可再生能源的轉變,預計亞太地區將主導市場佔有率。中國、日本和印度等國家正在大力投資電池技術,以提高電網穩定性並支持清潔能源的整合。可再生能源目標和排放承諾等政府政策和獎勵正在進一步加速採用。該地區對提高能源安全和可靠性的關注正在推動創新和吸引投資,同時降低電池成本。
在估計和預測期內,由於可再生能源併網和電網可靠性的提高,預計北美地區的成長率最高。該地區正在重點發展鋰離子電池和液流電池等先進技術,以提高能源儲存能力。旨在減少碳排放的政府措施和獎勵進一步支持市場擴張。此外,公共事業規模的計劃以及能源供應商和技術公司之間的合作正在推動創新。隨著老化的基礎設施需要現代化,電池儲存解決方案被認為對於確保高效的能源管理和穩定性至關重要,這使得北美成為全球能源轉型的關鍵參與者。
According to Stratistics MRC, the Global Grid-Scale Battery Storage Market is accounted for $80.3 billion in 2024 and is expected to reach $360.1 billion by 2030 growing at a CAGR of 28.4% during the forecast period. Grid-scale battery storage is the term for large-scale energy storage devices made to store and return electricity produced by renewable energy sources, such wind and solar, to the grid as needed. By storing excess energy during times of low demand and releasing it during times of peak need, these systems can support energy management, and balance supply and demand. Grid-scale batteries help to stabilise energy costs, lessen dependency on fossil fuels, and make it easier to integrate renewable energy sources into the system.
Increased renewable energy integration
Increased renewable energy systems are deployed, the need for reliable storage solutions becomes critical to balance supply and demand. Battery storage enables the capture of excess energy during peak production times and its release during low generation periods, enhancing grid stability and efficiency. This capability not only supports the transition to a cleaner energy grid but also facilitates the deployment of more renewable, creating a synergistic cycle that drives further investments in grid-scale battery technologies.
Environmental concern
Environmental concerns about the extraction of raw materials, such as lithium and cobalt, can lead to habitat destruction and water pollution. Additionally, the lifecycle of batteries raises issues related to recycling and waste management, as improper disposal can result in hazardous waste. Public and regulatory scrutiny over these environmental impacts can delay project approvals and increase compliance costs. Consequently, the industry faces pressure to develop more sustainable practices, which can slow innovation and adoption in the grid-scale battery storage sector.
Technological innovations
Technological innovations such as lithium-silicon and solid-state batteries, offer longer lifespan and improved performance. Innovations in manufacturing processes reduce production costs, making storage solutions more accessible. Additionally, developments in energy management systems optimize the integration of battery storage with renewable energy sources, ensuring better grid stability. These advancements not only meet growing energy demands but also facilitate the transition to a sustainable energy landscape, attracting investments and highlight upcoming technologies, innovations that could potentially create growth opportunities in the market.
Competition from alternative technologies
Competition from alternative technologies like pumped hydro storage, compressed air energy storage, and flywheels offer scalable solutions for long-duration energy storage and grid stability. These alternatives may require lower capital investment and have established operational frameworks. Additionally, advancements in these technologies can draw attention and funding away from battery storage innovations. As a result, the growth potential of the grid-scale battery market can be limited by the attractiveness of competing energy storage solutions.
Covid-19 Impact
The COVID-19 pandemic impacted the grid-scale battery storage market by disrupting supply chains, causing delays in manufacturing and project deployment. Lockdowns and restrictions hindered construction activities and reduced labour availability of battery storage systems. However, the crisis also accelerated the shift towards renewable energy and energy resilience, highlighting the importance of robust energy storage solutions. Increased government focus on green recovery and sustainability initiatives post-pandemic has revitalized investments in grid-scale battery technologies.
The lithium-ion segment is expected to be the largest during the forecast period
The lithium-ion segment is estimated to to be the largest during the forecast period, due to its high energy density, efficiency, and declining costs. Lithium-ion batteries enable rapid charging and discharging, making them ideal for balancing supply and demand. Moreover, their scalability supports large-scale energy management, enhancing grid stability and resilience. With ongoing advancements in technology and manufacturing, lithium-ion batteries are becoming more accessible, driving investments and adoption in various regions, ultimately transforming the energy landscape and supporting a transition to a more sustainable future.
The peak shift segment is expected to have the highest CAGR during the forecast period
The peak shift segment is projected to witness substantial growth during the estimation period, by enabling utilities to manage electricity demand more effectively. By shifting energy consumption from peak to off-peak hours, these systems help reduce strain on the grid during high demand periods. This not only lowers operational costs but also enhances grid reliability and stability. As renewable energy sources gain traction, the integration of battery storage becomes crucial for balancing intermittent supply and demand.
Over the forecasted timeframe, the Asia Pacific region is anticipated to dominate the market share due to increased energy demands and a shift towards renewable energy sources. Countries like China, Japan, and India are investing heavily in battery technologies to enhance grid stability and support clean energy integration. Government policies and incentives, such as renewable energy targets and emissions reduction commitments, are further accelerating adoption. The region's focus on improving energy security and reliability, along with declining battery costs, is fostering innovation and attracting investments.
During the estimation period, the North America region is forecasted to record the highest growth rate, owing to increased renewable energy integration and grid reliability. The region is focusing on advanced technologies, such as lithium-ion and flow batteries, to enhance energy storage capabilities. Government initiatives and incentives aimed at reducing carbon emissions are further propelling market expansion. Additionally, utility-scale projects and collaborations between energy providers and technology companies are fostering innovation. As aging infrastructure requires modernization, battery storage solutions are seen as vital for ensuring efficient energy management and stability, making North America a key player in the global energy transition.
Key players in the market
Some of the key players profiled in the Grid-Scale Battery Storage Market include ABB Ltd., BYD Company Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), EnerVault Corporation, Engie SA, ESS Tech, Inc., Fluence Energy, Inc., Form Energy, General Electric (GE), Hitachi Energy, LG Energy Solution, NextEra Energy Resources, Northvolt AB, Panasonic Corporation, Redflow Limited, RES Group (Renewable Energy Systems), Saft Groupe S.A., Samsung SDI, Tesla, Inc. and Vionx Energy.
In May 2024, ABB expanded electrification portfolio with acquisition of Siemens' Wiring Accessories business. The acquisition broadened ABB's market reach and complement its regional customer offering within smart buildings.
In February 2024, ABB announced an agreement to acquire SEAM Group, a major provider of energized asset management. The acquisition brought significant additional expertise to customers in the areas of predictive, preventive, and corrective maintenance.
In January 2024, ABB announced to acquire Canadian company Real Tech, a leading supplier of innovative optical sensor technology that enables real-time water monitoring. Through the acquisition, ABB expands its strong presence in the water segment and complement its product portfolio with optical technology critical for smart water management.