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市場調查報告書
商品編碼
1325384
全球智慧電力儲能系統市場 - 2023-2030Global Smart Power Storage Systems Market - 2023-2030 |
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全球智慧電力存儲系統市場將於2022年達到111億美元,預計到2030年將達到235億美元,2023-2030年預測期間年複合成長率為9.8%。可再生能源行業的發展、政府對儲能系統(ESS)的有利政策和計劃以及儲能經濟性的提高預計都將對未來幾年的儲能市場產生影響。
預計到2022年,亞太地區將佔全球智慧電力存儲系統市場的三分之一以上。可再生能源項目對鋰離子電池的強勁需求預計將佔全球智慧電力存儲系統市場佔有率的35%以上該區域。政府法規和放鬆技術實施的嘗試正在推動成長。
例如,印度的電力新增容量並沒有達到印度政府的預期。因此,政府正在努力通過涵蓋各種熱能和可再生能源舉措來促進該行業的發展。可再生能源裝機容量(包括大型水電)從2014年3月的76.37吉瓦成長到2022年12月的167.75吉瓦,成長了2.20倍。
鋰離子電池成本下降
鋰離子電池成本的下降加速了智慧儲能系統的全球實施。隨著成本的降低,更多的儲能項目在經濟上變得可行,從而在可再生能源並網、電網穩定、需量反應和微電網解決方案等各種應用中安裝更多的裝置。
鋰離子電池的平均成本預計將進一步降低,到 2030 年將達到約 58 美元/kWh,使其與其他類型的電池相比更具成本競爭力。預計這將導致鋰離子電池在令人興奮的新興行業中的使用增加,例如與太陽能、風能或水力等可再生能源相關的住宅和商業應用的儲能系統(ESS)。
不斷增加的政府舉措
為了應對氣候變化並最大限度地減少溫室氣體排放,各國政府越來越注重向低碳能源系統轉型。智慧電力存儲系統通過增加可再生能源部署、增強電網穩定性和減少對化石燃料的依賴,在幫助能源轉型方面發揮著重要作用。可再生能源目標、碳定價機制和清潔能源激勵措施等政府計劃正在推動對智慧電力存儲系統的需求。
2023年5月,EVE Energy Co. Ltd.與Pemaju Kelang Lama Sdn. Bhd.簽署合作備忘錄。 Bhd 將在馬來西亞建立開發製造工廠。該工廠將在吉打州開發。根據馬來西亞投資發展局(MIDA)和 EVE 的聯合聲明,該公司將專注於開發用於電動工具和電動兩輪車的圓柱形鋰離子電池。
法規和安全問題
監管框架和法規對儲能市場有重大影響。然而,過時的法規或缺乏針對儲能的具體舉措可能會帶來不確定性和市場准入挑戰。不一致的電網連接、電價和市場准入限制可能會阻礙智慧儲能系統的開發和部署。
由於智慧儲能系統依賴於大型電池,因此必須解決電池化學成分、熱失控和火災危險等安全問題。為保證智慧儲能系統的安全安裝、運行和維護,必須制定嚴格的安全法律和標準。安全措施可能會增加實施成本和難度。
對商業活動的封鎖和限制減少了一些地方的總體能源需求。這對智慧儲能系統業務產生了影響,因為調節峰值需求和電網穩定性的儲能需求暫時降低。這場大流行凸顯了強大的能源系統在醫療保健等重要行業中的重要性。
它提高了人們對智慧電力存儲系統作為提高能源安全和確保穩定電力供應的手段的認知和需求。 IEA 的數據顯示,在最初的封鎖措施之後,印度煤炭與可再生能源之間的利潤率大幅下降,8 月中旬可再生能源佔比略高於 30%。從8月初開始,全國電力需求開始反彈,增幅高於2019年。
與 2019 年相比,由於工商業部門的需求增加以及灌溉需求的增加,2020 年 9 月經天氣校正的能源需求比 2019 年 9 月增加了 3.4%。2020 年 10 月,限制的放鬆和根據COVID-19之前的平均水平,更健康的經濟環境導致電力消耗比2019 年10 月高出10% 以上。
人工智慧的影響
人工智慧在預測發電量和消耗量以及特定時間點的價格方面非常有效。它是通過分析各種數據源來實現的,包括多年的歷史電力數據和天氣數據——特別是炎熱或寒冷的日子需要更多的空調或暖氣,這會增加電力消耗。
電池儲能系統使用人工智慧根據日期、時間、季節或天氣來管理高峰和非高峰時段的負載。例如,Evergen 應用程式利用人工智慧來監控天氣預報,然後確定應該節省多少能源。隨後,當安裝的太陽能系統無法產生足夠的能量時,系統會分配存儲的電力。
俄烏戰爭影響分析
俄羅斯和烏克蘭之間的爭端有可能使全球關係緊張,可能導致外交緊張和貿易中斷。貿易障礙、制裁或貿易法規的變化都會對智慧儲能系統組件和設備的供應鍊和國際貿易產生影響,影響市場動態和定價。 2020年,進口占歐盟可用能源總量的一半以上,俄羅斯是歐盟化石燃料的主要供應國。
自2021年中期以來,能源價格一直波動。由於俄羅斯對烏克蘭的侵略性和非法攻擊,歐盟的燃油價格上漲,引發了人們對能源供應安全的擔憂。俄羅斯決定停止向一些歐盟成員國出口天然氣,這加劇了這一問題。能源價格上漲和能源供應中斷是歐盟領導人和理事會的首要任務。
Global Smart Power Storage Systems Market reached US$ 11.1 billion in 2022 and is expected to reach US$ 23.5 billion by 2030 growing with a CAGR of 9.8% during the forecast period 2023-2030. Renewable energy sector development, beneficial government policies and programs for energy storage systems (ESS) and increased energy storage economics are all expected to have an impact on the energy storage market in the future years.
Asia-Pacific is estimated to account for more than one-third of the global smart power storage systems market by 2022. The strong demand for lithium-ion batteries in renewable energy projects is estimated to account for more than 35% of the market share in the region. Government regulations and attempts to ease technological implementation are driving growth.
For example, power capacity additions in India did not meet the Indian government's expectations. As a result, the government is working to promote the sector by incorporating various thermal and renewable initiatives. The installed renewable energy capacity (including large hydro) has grown from 76.37 GW in March 2014 to 167.75 GW in December 2022, a 2.20-fold increase.
Decline in Costs of Lithium-ion Batteries
The decreasing cost of lithium-ion batteries has accelerated the global implementation of smart power storage systems. With decreased costs, more energy storage projects can be economically viable, resulting in more installations in a variety of applications like renewable energy integration, grid stabilization, demand response and microgrid solutions.
The average cost of a lithium-ion battery is expected to reduce further, reaching roughly US$ 58/kWh by 2030, making it significantly more cost-competitive with other types of batteries. It is anticipated to lead to an increase in the usage of lithium-ion batteries in new and exciting industries, such as energy storage systems (ESS) for residential and commercial applications that are linked to renewables such as solar, wind or hydro.
Rising Government Initiatives
To manage climate change and minimize greenhouse gas emissions, governments are increasingly focusing on transitioning to low-carbon energy systems. Smart power storage systems play an important role in helping this energy transition by increasing renewable energy deployment, enhancing grid stability and decreasing dependency on fossil fuels. Demand for smart power storage systems is being driven by government programs such as renewable energy targets, carbon pricing mechanisms and clean energy incentives.
In May 2023, EVE Energy Co. Ltd. signed a MoU with Pemaju Kelang Lama Sdn. Bhd to build a develop a manufacturing facility in Malaysia. The factory will be developed in the state of Kedah. It will focus on developing cylindrical lithium-ion batteries for power tools and electric two-wheelers, as per a joint statement from the Malaysian Investment Development Authority (MIDA) and EVE.
Regulations and Safety Concerns
Regulatory frameworks and regulations have a significant impact on the energy storage market. However, obsolete regulations or a lack of specific initiatives aimed to energy storage can cause uncertainty and market entry challenges. Inconsistent grid connection, tariff and market access restrictions could hamper the development and deployment of smart power storage systems.
As smart power storage systems depend on large-scale batteries, safety concerns like battery chemistries, thermal runaway and fire dangers must be resolved. To guarantee the safe installation, operation and maintenance of smart power storage systems, strict safety laws and standards must be in place. The safety measures might increase the cost and difficulty of implementation.
Lockdowns and limits on commercial activity reduced overall energy demand in several places. It had an effect on the business of smart power storage systems since the requirement for energy storage to regulate peak demand and grid stability was temporarily decreased. The pandemic highlighted the significance of robust energy systems in essential industries such as healthcare.
It has raised awareness and demand for smart power storage systems as a means of improving energy security and ensuring a consistent power supply. According to the IEA, following the initial lockdown measures, the margin between coal and renewables in India significantly decreased, with renewables reaching just over 30% in mid-August. Beginning in early August, the country's electrical demand began to rebound, with greater levels than in 2019.
In September 2020, weather-corrected energy demand was 3.4% higher than in September 2019, owing to higher demand in the industrial and commercial sectors, as well as higher demand for irrigation, compared to 2019. In October 2020, the easing of limitations and a healthier economic environment resulted in power consumption that was more than 10% higher than in October 2019, in accordance with pre-COVID-19 averages.
AI Impact
AI is extremely effective at forecasting power generation and consumption and thus the price at a given point in time. It gets so by analyzing a variety of data sources, including years of historical electrical data and weather data - particularly hot or cold days necessitate more air conditioning or heating, which drives electricity consumption.
A battery energy storage system uses artificial intelligence to manage load during peak and off-peak hours based on the day, time, season or weather. The Evergen app, for example, utilizes AI to monitor weather forecasts and then determine how much energy should be conserved. Later, when the installed solar systems are unable to create enough energy, the system distributes the stored electricity.
Russia-Ukraine War Impact Analysis
The dispute between Russia and Ukraine has the potential to strain global relationships, possibly resulting in diplomatic tensions and trade disruptions. Trade obstacles, sanctions or changes in trade regulations can all have an effect on the supply chain and international trade of smart power storage system components and equipment, influencing market dynamics and pricing. In 2020, imports accounted for more than half of total energy available in the EU, with Russia serving as the primary supplier of fossil fuels to the EU.
Since mid-2021, energy prices have been fluctuating. Fuel prices in the EU have risen as a result of Russia's aggressive and unlawful assault against Ukraine, raising concerns about energy supply security. The decision by Russia to halt gas exports to some EU member nations contributed to the problem. Energy price increases and disruptions in energy supply are highest priority priorities for EU leaders and the Council.
The global smart power storage systems market is segmented based on technology, connection, application and region.
Growing Sustainability in Residential Sector
During the forecast period, the residential application is expected to hold around 1/3rd of the global smart power storage market. The active participation and acceptance of new measures by the government also contribute to the globl expansion of the residential power storage market. Due to a developing understanding of residential power storage equipment, many homeowners have been looking for practical and beneficial storage options that may assist them in making the best use of solar energy for power generation purposes.
Eaton and LG Electronics, a leader in home energy solutions, collaborated in 2022 to deliver flexible load control for renewable energy distribution applications. Eaton's intelligent power management technology, such as smart breakers and EV chargers, will be linked with LG's ThinQ Energy mobile app and LG energy management solutions to improve home load control.
Rising Residential Energy Storage in Europe
Europe is anticipated to hold more than 1/4th of the global smart power storage systems market during the forecast period 2023-2030. According to a new SolarPower Europe (SPE) study, Germany held the top position in the European country rankings of home storage markets in 2021 and is likely maintain this position until 2026.
According to SPE, the German storage market's top position is primarily due to the fact that demand for systems for residential and commercial solar power generation is being driven by the increasing price of electricity, while 70% of newly installed photovoltaic systems are built together with a storage battery.
Furthermore, global energy firm RWE said in September 2022 that it would put a 72MW battery energy storage system (BESS) online by the end of 2022 in Werne, Germany. The two BESS units include 420 lithium-ion batteries with a combined power of 117 MW.
The major global players include BYD Company Ltd., LG Energy Solutions Co. Ltd., Panasonic Corporation, Samsung SDI Co. Ltd., Tesla Inc., ABB Ltd., AEG Power Solutions, Delta Electronics Inc., General Electric and Hitachi.
The global smart power storage systems market report would provide approximately 61 tables, 58 figures and 202 pages.
LIST NOT EXHAUSTIVE