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市場調查報告書
商品編碼
1876124
長期儲能市場規模、佔有率、成長及全球產業分析:依類型、應用和地區劃分的洞察與預測(2024-2032 年)Long Duration Energy Storage Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
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全球長期儲能 (LDES) 市場規模預計在 2024 年將達到 31.4 億美元,2025 年將達到 31.7 億美元,到 2032 年將成長至 44.4 億美元,在預測期(2025-2032 年)內複合年增長率 (CAGR4) 為 4.49%。
長期儲能 (LDES) 是指能夠儲存能量超過 10 小時的技術,可以將多餘的再生能源(例如太陽能和風能)儲存起來,並在用電高峰期釋放。長時儲能系統 (LDES) 可確保穩定、可靠且可持續的能源供應,並在向淨零能耗系統轉型過程中發揮關鍵作用。再生能源部署的擴大、政府的支持以及隨著再生能源在全球範圍內日益普及而對電網穩定性的日益增長的需求,共同推動了這一市場的發展。
住友電工、ESS Tech、Energy Vault 和 Invinity Energy Systems 等領先企業正在開發液流電池、機械儲能和電化學儲能技術。這些公司致力於透過在公用事業和商業領域部署長時儲能系統,來提高電網的可擴展性、成本效益和靈活性。
市場趨勢
影響長時儲能系統 (LDES) 產業發展的關鍵趨勢是部署大容量、多小時儲能系統,以提高電網可靠性。這些項目能夠實現儲能,用於高峰負載管理和再生能源平滑。
值得注意的是,Energy Vault 在中國建設的 25MW/100MWh 重力式儲能系統以及印度的抽水蓄能項目(高達 1800MW)都體現了全球向電網級、多日儲能發展的趨勢。 2025 年 6 月,LDES 理事會與 Greening the Islands (GTI) 基金會合作,共同推動超過 8 小時的再生能源併網計畫。這反映了公私合作在脫碳領域的不斷加強。
技術創新、電池成本下降以及美國 "通貨膨脹控制法案" 和歐洲能源轉型倡議等支持性框架正在加速 LDES 的普及應用。
市場動態
推動因素:再生能源併網規模擴大及政策支持
全球範圍內不斷擴大再生能源的措施正在推動低能耗儲能系統(LDES)市場的成長。這些系統透過在用電高峰期儲存過剩能量,並在用電低谷期釋放能量,來彌補太陽能和風能發電的波動性。
例如,2025年10月,印度新能源和再生能源部宣布了一項1500兆瓦的可再生能源併網計劃,這將刺激該地區對低能耗儲能系統項目的需求。同樣,美國 "通膨控制法案" (IRA)下的稅收優惠政策以及英國的通膨上限和下限機制,透過提供有保障的回報和降低長期專案的資本風險,鼓勵了投資。
阻礙因素-前期成本高且商業化程度有限
包括液流電池、熱力儲能系統和抽水蓄能在內的低能耗儲能系統(LDES)技術的高昂初始投資成本,阻礙了其大規模部署。平均安裝成本仍高於每千瓦1500至2500美元,使得短期鋰離子儲能系統在短期內更具經濟吸引力。此外,新型儲能技術的商業化程度有限,也減緩了規模經濟的實現。
機會-對可靠且具韌性的電力需求不斷成長
資料中心、電動車充電網路和人工智慧設施不斷增長的能源需求,為低能耗儲能系統的部署創造了巨大的機會。這些系統可在停電期間提供關鍵的備用電源,並支援電網應對極端天氣事件的韌性。
2024年12月,加州能源委員會批准了一項價值4,200萬美元的低能耗儲能系統專案。這是同類項目中規模最大的,是與美國國防部合作的合資項目,凸顯了政府加大對長期電力可靠性的公共投資。
挑戰 - 複雜的電網互連
將低密度儲能系統 (LDES) 整合到現代電網中面臨諸多運行挑戰,包括即時電壓和頻率控制、遵守不斷變化的電網法規以及與再生能源同步。各地區缺乏標準化的互聯協議進一步加劇了實施的複雜性。
依技術劃分
機械儲能領域將在 2024 年引領市場,佔 44.35% 的市場佔有率,這主要得益於其長壽命和可擴展性。中國豐寧抽水蓄能電站(3.6 吉瓦)等項目便是大型機械儲能優勢的典型例證。
電化學儲能領域(包括液流電池和鋰電池)預計在預測期內將以 6.37% 的複合年增長率增長,主要得益於材料成本下降和模組化設計的優勢。
依發電容量劃分
到 2024 年,500MW 以下的儲能容量將佔市場佔有率的 77.7%,這表明其在可再生能源併網和峰值負載管理方面具有卓越的適應性,並且成本效益也很高。然而,預計 2000MW 以上的儲能容量將以 9.15% 的複合年增長率增長最快,因為各國都在為保障能源安全而推廣吉瓦級電網儲能項目。
依應用程式劃分
到 2024 年,再生能源儲能領域將以 59.6% 的市佔率領先,這主要得益於對風能和太陽能等間歇性電力儲存和均衡的需求不斷增長。同時,備用電源市場成長最快,複合年增長率達 5.14%,因為各國政府和各行業都在尋求具有彈性的緊急供電解決方案。
依最終使用者劃分
公用事業產業在 2024 年佔市場主導地位,市佔率高達 74.1%,主要得益於將再生能源併入國家電網的趨勢。例如,西班牙政府在 2025 年 6 月將 LDES 認定為電網基礎設施現代化的戰略工具。受關鍵營運所需持續電力供應產業的推動,商業和工業領域正以 5.23% 的複合年增長率成長。
北美
北美將引領全球低密度儲能系統 (LDES) 市場,預計 2024 年市場規模將達到 11.7 億美元。美國正推動區域成長,這主要得益於美國能源部 (DOE) 的資金支持,其中包括 2025 年 6 月撥款 1500 萬美元用於三個專注於下一代電網韌性技術的 LDES 計畫。
歐洲
預計到 2024 年,歐洲將以 9.8 億美元的市場規模位居第二,這主要得益於儲能聯盟和 LDES 理事會為加速脫碳而開展的合作。對液流電池、壓縮空氣儲能和熱能系統的大規模投資體現了歐洲對清潔能源轉型的承諾。
亞太地區
亞太地區是成長最快的區域市場,預計複合年增長率將達到 5.18%。成長主要得益於中國的大型機械儲能設施、日本的液流電池項目以及印度在再生能源一體化倡議 (REIA) 下開展的抽水蓄能項目。
世界其他地區
海灣合作委員會 (GCC) 和拉丁美洲等地區正穩步增長,各國政府優先考慮透過結合再生能源和低耗能系統 (LDES) 的混合項目來實現能源多元化和電網可靠性。
The global Long Duration Energy Storage (LDES) market was valued at USD 3.14 billion in 2024, is projected to reach USD 3.17 billion in 2025, and is expected to grow to USD 4.44 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 4.49% during the forecast period (2025-2032).
Long Duration Energy Storage (LDES) encompasses technologies capable of storing energy for 10 hours or more, enabling the storage of surplus renewable energy-such as solar or wind-and its release during high-demand periods. LDES systems ensure consistent, reliable, and sustainable energy supply, playing a crucial role in the transition toward net-zero energy systems. The market is being propelled by the integration of renewables, government incentives, and increasing demand for grid stability as renewable penetration rises globally.
Prominent players, including Sumitomo Electric Industries, ESS Tech, Energy Vault, and Invinity Energy Systems, are advancing flow battery, mechanical, and electrochemical storage technologies. Their focus lies in improving scalability, cost efficiency, and grid flexibility through long-duration storage deployments across utility and commercial sectors.
Market Trends
A major trend shaping the LDES industry is the deployment of large-capacity, multi-hour energy storage systems designed to strengthen grid reliability. These projects enable energy storage for peak load management and renewable smoothing.
Notably, Energy Vault's 25 MW/100 MWh gravity-based system in China and India's pumped hydro storage projects (up to 1,800 MW) signify global momentum toward grid-scale, multi-day energy storage. In June 2025, the LDES Council partnered with the Greening the Islands (GTI) Foundation to promote renewable grid integration projects exceeding 8-hour capacity, reflecting the increasing collaboration between public and private sectors for decarbonization.
Technological innovation, falling battery costs, and supportive frameworks such as the U.S. Inflation Reduction Act and Europe's energy transition initiatives are accelerating LDES adoption.
Market Dynamics
Drivers - Rising Renewable Energy Integration and Policy Support
The growing global commitment to renewable energy expansion is driving the LDES market. These systems help balance the intermittent nature of solar and wind power by storing surplus energy during high generation and releasing it during shortfalls.
For instance, in October 2025, India's Ministry of New and Renewable Energy announced a 1,500 MW renewable integration plan, stimulating local demand for LDES projects. Likewise, U.S. tax incentives under the Inflation Reduction Act (IRA) and the U.K.'s cap-and-floor regime are boosting investments by offering revenue guarantees and lowering capital risk for long-term projects.
Restraints - High Upfront Costs and Limited Commercialization
The high capital costs of LDES technologies, including flow batteries, thermal systems, and pumped hydro, hinder large-scale adoption. Average installation costs remain above USD 1,500-2,500 per kW, making short-duration lithium-ion storage more financially attractive in the short term. Additionally, the limited commercialization of novel storage technologies delays economies of scale.
Opportunities - Growing Demand for Reliable and Resilient Power
The expanding energy needs of data centers, electric vehicle charging networks, and AI-driven facilities create vast opportunities for LDES deployment. These systems provide critical backup power during outages and support grid resilience against extreme weather events.
In December 2024, the California Energy Commission approved a USD 42 million LDES project, the largest of its kind in collaboration with the U.S. Department of Defense, underscoring growing public investment in long-duration power reliability.
Challenges - Complex Grid Integration
Integrating LDES into modern grids presents operational challenges related to real-time voltage and frequency control, compliance with evolving grid codes, and synchronization with renewable resources. The lack of standardized interconnection protocols across regions further complicates deployment.
By Technology
The mechanical segment led the market in 2024, accounting for 44.35% of the total share due to its long operational life and scalability. Projects like China's Fengning Pumped Storage Station (3.6 GW) exemplify the dominance of large-scale mechanical storage.
The electrochemical segment-comprising flow and lithium-based batteries-is the fastest-growing, expected to expand at a CAGR of 6.37% during the forecast period owing to declining material costs and modular design advantages.
By Power Capacity
The up to 500 MW segment dominated in 2024, holding a 77.7% market share, due to its cost-effectiveness and adaptability for renewable integration and peak load management. However, the above 2,000 MW category is projected to grow fastest, with a CAGR of 9.15%, as nations pursue multi-gigawatt grid storage projects for energy security.
By Application
The renewable energy segment led the market in 2024 with a 59.6% share, driven by the growing need to store and balance intermittent power from wind and solar. The power backup segment is the fastest-growing (CAGR 5.14%) as governments and industries seek resilient solutions for emergency power supply.
By End-User
The utility sector dominated in 2024 with a 74.1% share, driven by the integration of renewable sources into national grids. For example, in June 2025, Spain's government recognized LDES as a strategic tool to modernize its grid infrastructure. The commercial and industrial segment, growing at 5.23% CAGR, is supported by industries requiring continuous power for critical operations.
North America
North America led the global LDES market with a valuation of USD 1.17 billion in 2024. The U.S. dominates regional growth, driven by DOE funding initiatives such as the USD 15 million allocation (June 2025) for three LDES projects, focusing on next-generation grid resilience technologies.
Europe
Europe ranked second with a USD 0.98 billion market valuation in 2024, boosted by partnerships between the Energy Storage Coalition and the LDES Council to accelerate decarbonization. Major investments in flow batteries, compressed air storage, and thermal systems reflect Europe's commitment to a clean energy transition.
Asia Pacific
Asia Pacific is the fastest-growing regional market, expected to record a 5.18% CAGR. Growth is fueled by China's large-scale mechanical storage facilities, Japan's flow battery projects, and India's pumped hydro development under renewable integration initiatives.
Rest of the World
Regions such as the GCC and Latin America are seeing steady growth as governments prioritize energy diversification and grid reliability through hybrid renewable-LDES projects.
Competitive Landscape
The LDES market features a blend of established energy giants and innovative start-ups. Companies are focusing on new materials, system efficiency, and strategic collaborations to strengthen their global presence.
Key Players Include:
Recent Developments:
Conclusion
The global Long Duration Energy Storage (LDES) market is poised for steady expansion through 2032, underpinned by renewable energy integration, government incentives, and the demand for resilient grid systems. Despite high initial costs and integration challenges, innovations in mechanical and electrochemical technologies, alongside large-scale public investments, are strengthening LDES's role in achieving a carbon-neutral global energy ecosystem.
Market Size Overview:
Segmentation By Technology
By Power Capacity
By Application
By End-User
By Region