2025年十大能源儲存成長機會

Top 10 Growth Opportunities for Energy Storage, 2025

出版日期: 2025年04月29日 | 出版商:

Frost & Sullivan | 英文 13 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

「能源儲存十年」持續強勁成長預測

2020 年代被稱為“能源儲存十年”，而 2024 年也證實了這一點。電池能源儲存的資本支出已從 489 億美元飆升至 2023 年的 656 億美元。儘管到 2024 年電池組成本將下降，但所有地區的計劃成本都將下降約 10%。正在進行的清潔能源轉型促進了間歇性風能和太陽能發電以及石化燃料發電廠的淘汰，這需要關鍵服務來平衡電網。 BESS 已成為實現此目的最有效的解決方案。預計到 2035 年市場收益將成長四倍以上，達到近 3,000 億美元。這意味著到 2030 年代末，全球年發電量將從 67.0 吉瓦/165.6 吉瓦時擴大到 277.3 吉瓦/1,100.0 吉瓦時。儘管非電池儲存的投資水平較低，但仍存在巨大的成長機會，特別是在實現長時能源儲存和工業熱電氣化方面。

策略要務
十大成長機會
成長機會1：產業競爭加劇
成長機會2：增加太陽能自用
成長機會三：加速產業全球化
成長機會4：人工智慧軟體可最佳化電池調度並提高利潤率
成長機會#5：電池健康狀況是關鍵差異化因素
成長機會6：虛擬發電廠（VPP）
成長機會7：商用電池
成長機會#8：支持電動交通的固定電池
成長機會9：監理推動 LDES 的商業案例
成長機會10：能源儲存
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簡介目錄

Product Code: MHB4-27

The Decade of Energy Storage Continues with Strong Growth Forecast

The 2020s have been dubbed the decade of energy storage, and 2024 confirmed this to be true. Battery energy storage CAPEX surged to $65.6 billion, up from $48.9 billion in 2023. This was achieved despite a reduction in battery pack costs in 2024 that meant project costs declined by around 10% across all geographies. The ongoing clean energy transition, driving intermittent wind and solar capacity and the retirement of fossil-fuel-based generation plants, requires critical services to balance the electricity system. BESS has emerged as the most effective solution for this purpose. Market revenues are forecast to more than quadruple to reach just under $300 billion by 2035, scaling from a global annual capacity of 67.0 GW/165.6 GWh to reach 277.3 GW/1,100.0 GWh at the end of the decade. Non-battery storage investment levels are lower, but they represent a significant growth opportunity, particularly to enable longer duration energy storage and the electrification of industrial heat.

Top Growth Opportunities for 2024

Strategic Imperatives
Top 10 Growth Opportunities
Growth Opportunity 1: Competition Intensifies in the Industry
Growth Opportunity 2: Solar-Self Consumption on the Rise
Growth Opportunity 3: Globalisation of the Industry Gains Pace
Growth Opportunity 4: AI-powered Software to Optimize Battery Dispatch and Increase Margins
Growth Opportunity 5: Battery Health as an Area for Differentiation
Growth Opportunity 6: Virtual Power Plants
Growth Opportunity 7: Merchant Batteries
Growth Opportunity 8: Stationary Batteries to Support Electric Transportation
Growth Opportunity 9: Regulations Driving the Business Case for LDES
Growth Opportunity 10: Thermal Energy Storage
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