全球非電池儲能（NBES）的增長機會

可再生能源發電是政府、消費者和行業脫碳努力的核心。蓄電解決了可再生能源間歇性等問題，加速了可再生能源的普及，近年來獲得了大量投資。未來幾年對非電池存儲的潛在投資預計將超過數千億美元，涉及物流、運維 (O&M)、融資等所有技術，我們認為整個價值鏈存在多個機會，例如作為技術。

本報告提供對全球非電池儲能 (NBES) 市場的研究和分析，提供有關市場增長動力和限制、細分和區域分析、主要參與者和增長機會的信息。.

內容

戰略要務

• 為什麼成長越來越難？
• 戰略要務 8 (TM)
• 三大戰略要務對 NBES 行業的影響
• 增長機會推動增長管道引擎
• 主要發現
• 分析範圍
• 細分

增長機會分析

• 替代能源存儲的原因
• NBES 技術比較
• 增長驅動力
• 抑制增長的因素
• NBES技術在全球儲能領域的份額
• 全球 NBES 趨勢
• 主要競爭對手
• 裝機容量預測：按國家/地區分類
• 裝機容量預測：按技術分類
• 產能增加預測：按國家/地區分類
• 產能增加預測：按技術分類
• 投資預測：按國家分類
• 投資預測：按技術分類

機械儲能

• PSH
• PSH裝機容量
• PSH 的優勢
• PSH 市場的可能性
• Quidnet Energy 地質力學抽水蓄能 (GPS)

從電到氣的儲能 (P2G)

• 氫能：為什麼要使用氫？
• 氫氣應用
• 氫能政策倡議
• 全球氫氣進出口潛力
• 氫價值鏈
• Sun Hydrogen, Inc.
• 氫離子 LOHC Technologies GmbH
• 使用替代存儲

壓縮空氣儲能 (CAES)

• CAES
• 等溫 CAES

動能儲存

• FES
• FES：全球產能增加熱點
• Beacon Power, Inc.
• GES
• Energy Vault, Inc.
• 戰神

熱能存儲 (TES)

• TES
• 海姆能源 - Seaborg Technologies
• SaltX 技術
• Viking Cold Solutions, Inc.

電容器

• 電容器
• 裝機容量
• 超級電容器 - 獨特的應用
• Skeleton Technologies, Inc.
• UCAP 電力公司

按國家/地區分析

• 美國
• 中國
• 德國
• 西班牙
• 意大利
• 英國
• 世界其他地區

增長機會領域

• 增長機會 1：參與價值鏈
• 增長機會 2：抽水蓄能 - 服務/改造
• 增長機會 3：儲能即服務
• 增長機會 4：氫氣運輸
• 增長機遇五：儲能係統技術支持
• 圖表列表
• 免責聲明

Net-zero Goals to Drive Future Growth Potential

Renewable power generation has been central to decarbonization initiatives by governments and the commercial and industrial (C&I) sector. Energy storage solutions address the challenges posed by renewable power sources, including intermittency, thereby accelerating the deployment of renewables, which have rightfully gained substantial investments in recent years. Pumped hydro storage, which has dominated long-duration energy storage for more than a century, is now being challenged by other new and promising low-cost, high-efficiency technologies, each with unique benefits for end users.

Forecasts are based on energy storage targets that governments aim to achieve by 2030 to meet their climate change targets; announced projects (where available); and Frost & Sullivan's assessment of the growth potential of energy technologies.

With potential investments in non-battery storage expected to exceed hundreds of billions of dollars over the next few years across all technologies, several opportunities exist across the value chain, including logistics, operations and maintenance (O&M), financing, and technology related to non-battery storage.

The study profiles countries committed to decarbonization and those investing in technology R&D and commercialization. It also highlights companies that have contributed innovative solutions in this space.

Key regions for investment for energy storage technologies have been identified based on investments and interest in a particular technology, either due to its suitability to the geography (or the project) or commercial advancements in the technology.

Research Highlights:

This Frost & Sullivan study highlights the advantages of non-battery technologies over short-duration battery energy storage solutions. It also analyzes the growth opportunities and market potential for well-established industry participants and new entrants.

Key Issues Addressed:

• What is the current status of the global non-battery energy storage market?

• What are the key drivers and restraints affecting market growth? What are the competitive factors in this market?

• Is the market growing; how long will it continue to grow, and at what rate will it grow?

• Which are the key growth regions for non-battery energy storage that market participants can consider for expansion? Which countries are suitable for investments in these regions?

• Who are the key market participants, and what are their innovative business models or solutions?

• How is revenue expected to change over the course of the next few years?

• What avenues are available for strategic investments in the market, and how best can key stakeholders benefit from them?

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the NBES Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Key Findings
• Scope of Analysis
• Segmentation

Growth Opportunity Analysis

• Why Alternative Energy Storage?
• Comparison of NBES Technologies
• Growth Drivers
• Growth Restraints
• Share of NBES Technologies in Global Energy Storage
• Global NBES Trends
• Key Competitors
• Installed Capacity Forecast by Country
• Installed Capacity Forecast by Technology
• Capacity Addition Forecast by Country
• Capacity Addition Forecast by Technology
• Investment Forecast by Country
• Investment Forecast by Technology

Mechanical Energy Storage

• PSH
• PSH Installed Capacity
• Advantages of PSH
• PSH Market Potential
• Quidnet Energy's Geomechanical Pumped Storage (GPS)

Power-to-Gas Energy Storage (P2G)

• Power to Hydrogen-Why Hydrogen?
• Hydrogen Applications
• Hydrogen-Policy Initiatives
• Global Hydrogen Export-Import Potential
• Hydrogen Value Chain
• SunHydrogen, Inc.
• Hydrogenious LOHC Technologies GmbH
• Use of Alternatives for Storage

Compressed Air Energy Storage (CAES)

• CAES
• CAES (continued)
• Isothermal CAES

Kinetic Energy Storage

• FES
• FES-Global Hotspots for Capacity Addition
• Beacon Power, Inc.
• GES
• Energy Vault, Inc.
• Ares

Thermal Energy Storage (TES)

• TES
• TES (continued)
• TES (continued)
• Hyme Energy-Seaborg Technologies
• SaltX Technology
• Viking Cold Solutions, Inc.

Capacitors

• Capacitors
• Installed Capacity
• Ultracapacitors-Unique Applications
• Skeleton Technologies, Inc.
• UCAP Power, Inc.

Country Analysis

• The United States
• China
• Germany
• Spain
• Italy
• The United Kingdom
• RoW

Growth Opportunity Universe

• Growth Opportunity 1: Value Chain Participation
• Growth Opportunity 1: Value Chain Participation (continued)
• Growth Opportunity 2: Pumped Hydro Storage - Services/Retrofits
• Growth Opportunity 2: Pumped Hydro Storage - Services/Retrofits (continued)
• Growth Opportunity 3: Energy Storage-as-a-Service
• Growth Opportunity 3: Energy Storage-as-a-Service (continued)
• Growth Opportunity 4: Hydrogen Transport
• Growth Opportunity 4: Hydrogen Transport (continued)
• Growth Opportunity 5: Technology Support for Energy Storage Systems
• Growth Opportunity 5: Technology Support for Energy Storage Systems (continued)
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer