![]() |
市場調查報告書
商品編碼
1565138
全球電網規模電池市場Grid-Scale Battery |
※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。
2030年全球電網規模電池市場將達218億美元
2023年全球電網規模電池市場預計為54億美元,預計到2030年將達到218億美元,2023-2030年分析期間複合年成長率為22.1%。鋰離子電池是本報告分析的細分市場之一,預計複合年成長率為 22.6%,到分析期結束時將達到 191 億美元。分析期內,鉛酸電池領域的複合年成長率預計為20.1%。
美國市場預計15億美元,中國預計複合年成長率21.0%
預計2023年美國電網規模電池市場規模將達15億美元。中國作為全球第二大經濟體,預計2030年市場規模將達33億美元,2023-2030年分析期間複合年成長率為21.0%。其他值得注意的區域市場包括日本和加拿大,預計在分析期間複合年成長率分別為 19.8% 和 18.5%。在歐洲,德國的複合年成長率預計約為 14.8%。
全球電網規模電池市場-主要趨勢與促進因素總結
為什麼在可再生能源主導的世界中,電網規模的電池對於能源儲存和電網穩定變得至關重要?
隨著世界擴大轉向太陽能和風能等可再生能源,電網規模的電池對於能源儲存和電網穩定變得至關重要。但為什麼電網規模的電池在今天很重要呢?可再生能源發電本質上是間歇性的,只有在有陽光或有風的時候才發電,造成電力需求和供應之間的不匹配。電網規模的電池透過儲存可再生能源發電高峰期間產生的多餘能源並在需求超過供應時釋放它來幫助維持穩定可靠的能源網路。
隨著世界努力減少碳排放並遠離石化燃料,電網規模的電池提供了平衡可再生能源發電與電力需求波動的解決方案。防止停電,減少對尖峰時段發電廠的依賴,並支援更具彈性和靈活性的電網。此外,隨著政府和公用事業優先考慮可再生能源的整合,電網規模的電池可以透過為大規模能源儲存提供必要的基礎設施來實現平穩過渡,並支援未來的能源系統。
技術進步如何提高電網規模電池的容量、效率和壽命?
技術進步顯著提高了電網規模電池的容量、效率和壽命,使其對於大規模能源儲存應用更加有效和可靠。最重要的進步之一是能量密度和性能提高的鋰離子電池的開發。鋰離子電池由於具有能量密度高、循環壽命長、反應時間快等優點,是目前應用最廣泛的電網規模能源儲存技術。這些電池可以在更小的空間內儲存更多的能量,使其成為空間有限的公共事業規模應用的理想選擇。此外,固體鋰電池等電池化學的進步正在進一步提高電網規模能源儲存系統的容量和安全性。
另一個重大發展是使用液體電解質進行能源儲存的液流電池的開發。液流電池,例如釩氧化還原液流電池,以其長壽命和擴充性而聞名。它特別適合長時間儲存大量能量。與鋰離子電池不同,液流電池可以在幾十年內保持容量且劣化最小,這使得它們成為尋求長期能源儲存解決方案的電網營運商的有吸引力的選擇。此外,液流電池可以透過增加電解液罐的尺寸來輕鬆擴展,使它們能夠為大規模應用儲存大量能量。
人工智慧 (AI) 和機器學習的整合也正在徹底改變電網規模的電池性能和管理。人工智慧主導的系統可以透過分析電力需求、電網狀況和天氣預報的即時資料來最佳化能源儲存和分配。這使得電網營運商能夠預測何時需要存儲,並有效地分配儲存的能量,以防止停電並穩定電網。人工智慧還可以透過最佳化充電和放電週期以及減少電池磨損來幫助延長電池壽命。這種預測能力提高了電網規模能源儲存的整體效率,並確保電池長時間以最佳性能運作。
溫度控管和冷卻技術的進步使電網規模的電池更加可靠和安全。高效的溫度控管對於維持大型電池系統的性能和使用壽命至關重要,特別是在極端溫度的地區。液體冷卻和先進空氣冷卻系統等新型冷卻技術有助於保持最佳動作溫度,防止過熱,並允許電池滿載運作而不會故障風險。這種改進的溫度控管使電網規模的電池能夠在惡劣的環境條件下可靠運行,使其成為更強大的電網穩定解決方案。
二次電池的回收和使用在電網規模電池的發展中也變得越來越重要。隨著能源儲存需求的增加,製造商正在關注永續實踐,以延長電池壽命並減少廢棄物。例如,電動車 (EV) 的廢電池被重新用於電網規模的能源儲存,提供了一種經濟高效且環保的解決方案。儘管這些廢棄電池可能不再滿足電動車的高性能要求,但它們仍然可以為電網應用提供可靠的能源儲存。電池回收和再利用有助於減少電池生產對環境的影響,並確保鋰、鈷和鎳等有價值的材料被回收和再利用。
為什麼電網規模的電池對於可再生能源整合、電網彈性和碳排放至關重要?
電網規模的電池對於可再生能源整合、電網彈性和減少碳排放至關重要。可再生能源發電的最大挑戰之一是其可變性。太陽能電池板僅在陽光照射時產生電力,而風力發電機僅在有風時產生電力。電網規模的電池透過在發電過程中儲存多餘的可再生能源並在高需求或低發電時期釋放來解決這個問題,確保持續可靠的電力供應。
透過消除可再生能源發電的波動,電網規模的電池可以提高可再生能源在能源結構中的滲透率。這有助於減少對石化燃料發電廠的依賴,特別是通常在電力需求高時期運作的峰值發電廠。調峰發電廠通常基本負載發電廠效率較低且污染更嚴重,因此透過能源儲存減少對這些設施的需求將直接有助於減少溫室氣體排放。電網規模的電池透過最大限度地利用再生能源來源並最大限度地減少對石化燃料備用的需求,實現更清潔、更永續的能源網。
電網規模的電池在提高電網的彈性和穩定性方面也發揮關鍵作用。隨著越來越多的可再生能源併入電網,供需失衡的風險增加。這些不平衡可能導致停電、電壓波動和電網不穩定。電網規模的電池透過提供快速響應的儲能、在生產過剩時吸收多餘電力並在需求超過供應時提供電力來幫助穩定電網。這種靈活性使整個能源網更具彈性,能夠承受極端天氣事件、設備故障和意外需求激增等中斷。
電網規模電池的另一個重要作用是促進向分散式能源電網的過渡。隨著屋頂太陽能、風力發電機和住宅電池系統等分散式能源 (DER) 變得越來越普遍,需要電網規模的電池來平衡和管理這些分散式能源來源基礎設施。這使得電網營運商能夠有效協調小型局部電源網路的能源生產和消耗,從而減輕中央電網的負擔。隨著電網朝向更分佈式的結構發展,在不同時間儲存和調度來自多個電源的能量的能力有助於保持穩定性和可靠性。
除了支持電網彈性和可再生能源整合之外,電網規模的電池在減少碳排放方面也發揮關鍵作用。隨著世界朝著雄心勃勃的氣候目標(包括實現淨零排放)邁進,能源儲存對於電力產業脫碳至關重要。透過實現清潔能源儲存並減少對石化燃料發電的需求,電網規模的電池可以幫助顯著減少電力生產的碳排放。此外,電網規模電池的引入將減少可再生能源發電的棄風頻率,確保清潔能源得到充分利用而不浪費。
推動電網規模電池市場成長的因素有哪些?
電網規模電池市場的快速成長是由幾個關鍵因素推動的,包括可再生能源部署的增加、政府的獎勵和監管、電池技術的進步以及對電網彈性和能源安全的需求不斷增加等因素。首先,全球向可再生能源的轉變是電網規模電池市場的主要驅動力。隨著各國加大對太陽能、風能等可再生能源計劃的投資,對大規模能源儲存解決方案的需求日益明顯。電網規模的電池對於管理可再生能源發電的可變性以及允許在需要時儲存和調度再生能源來源產生的電力至關重要。
其次,政府的獎勵和法規在加速電網規模電池的採用方面發揮關鍵作用。許多政府提供稅額扣抵、贈款和津貼等財政獎勵,以鼓勵公用事業和私人公司投資能源儲存。此外,容量市場改革和可再生能源組合標準等法律規範正在鼓勵電網營運商採用能源儲存技術來實現可再生能源目標並確保電網可靠性。美國、德國、中國、澳洲等國家紛紛推出支持電網規模電池儲能部署的政策,使電池儲能成為國家能源戰略的重要組成部分。
電池化學、製造和能源管理系統的技術進步也促進了電網規模電池市場的成長。如前所述,使用鋰離子電池、液流電池和人工智慧來改善能源管理,使電網規模的電池更有效率、耐用且更具成本效益。這些進步降低了能源儲存的成本,並使公用事業和私人公司更容易投資大型電池設施。電池技術的持續創新預計將進一步降低電網規模電池的成本並提高其性能,從而推動進一步的採用。
對電網彈性和能源安全的需求不斷成長也是推動電網規模電池市場成長的主要因素。隨著極端天氣事件和網路攻擊等中斷變得更加頻繁,電力公司和電網營運商在確保穩定可靠的電力供應方面面臨越來越大的壓力。電網規模的電池提供了增強電網彈性所需的靈活性和快速反應能力,使其成為尋求提高能源安全的公用事業公司的有吸引力的投資。此外,電網規模的電池透過幫助平衡供需、防止停電以及在緊急情況下提供備用電源,對於維持彈性電網至關重要。
電動車(EV)越來越融入電網也推動了對電網規模能源儲存的需求。隨著電動車普及率的提高,電力需求預計將增加,從而對電網帶來進一步的壓力。電網規模的電池可以透過在需求低時儲存多餘的能量並在需求高時釋放它來幫助管理這種需求。此外,Vehicle-to-Grid(V2G)技術允許電動車將電力回饋電網,並得到電網規模電池的支持,以平衡能量流並確保電網穩定性。
總而言之,電網規模電池市場的成長是由可再生能源部署的增加、政府支持性政策、電池技術的進步以及對電網彈性和能源安全的需求不斷增加所推動的。隨著世界走向更清潔、更永續的能源未來,電網規模的電池將在確保電網的穩定性、效率和可靠性方面發揮核心作用。透過實現可再生能源的整合、減少碳排放和增強電網的彈性,電網規模的電池有望成為現代能源系統的基石。
Global Grid-Scale Battery Market to Reach US$21.8 Billion by 2030
The global market for Grid-Scale Battery estimated at US$5.4 Billion in the year 2023, is expected to reach US$21.8 Billion by 2030, growing at a CAGR of 22.1% over the analysis period 2023-2030. Lithium-Ion Battery, one of the segments analyzed in the report, is expected to record a 22.6% CAGR and reach US$19.1 Billion by the end of the analysis period. Growth in the Lead Acid Battery segment is estimated at 20.1% CAGR over the analysis period.
The U.S. Market is Estimated at US$1.5 Billion While China is Forecast to Grow at 21.0% CAGR
The Grid-Scale Battery market in the U.S. is estimated at US$1.5 Billion in the year 2023. China, the world's second largest economy, is forecast to reach a projected market size of US$3.3 Billion by the year 2030 trailing a CAGR of 21.0% over the analysis period 2023-2030. Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at a CAGR of 19.8% and 18.5% respectively over the analysis period. Within Europe, Germany is forecast to grow at approximately 14.8% CAGR.
Global Grid-Scale Battery Market - Key Trends and Drivers Summarized
Why Are Grid-Scale Batteries Becoming Essential for Energy Storage and Grid Stability in a Renewable Energy-Driven World?
Grid-scale batteries are becoming essential for energy storage and grid stability as the world increasingly shifts towards renewable energy sources like solar and wind. But why are grid-scale batteries so important today? Renewable energy sources are intermittent by nature, generating power only when the sun shines or the wind blows, which can create mismatches between electricity supply and demand. Grid-scale batteries store excess energy generated during periods of high renewable energy production and release it when demand exceeds supply, ensuring a stable and reliable energy grid.
With the global push towards reducing carbon emissions and transitioning away from fossil fuels, grid-scale batteries offer a solution that balances renewable energy generation with the fluctuations in power demand. They help prevent blackouts, reduce reliance on peaking power plants, and support a more resilient and flexible electricity grid. Moreover, as governments and utilities prioritize renewable energy integration, grid-scale batteries enable a smooth transition by providing the necessary infrastructure for large-scale energy storage, making them a critical component of the future energy system.
How Are Technological Advancements Enhancing the Capacity, Efficiency, and Lifespan of Grid-Scale Batteries?
Technological advancements are significantly enhancing the capacity, efficiency, and lifespan of grid-scale batteries, making them more effective and reliable for large-scale energy storage applications. One of the most important advancements is the development of lithium-ion batteries with improved energy density and performance. Lithium-ion batteries are now the most widely used technology for grid-scale energy storage due to their high energy density, long cycle life, and fast response times. These batteries can store more energy in a smaller space, making them ideal for utility-scale applications where space is a constraint. Additionally, advancements in battery chemistry, such as solid-state lithium batteries, are further increasing the capacity and safety of grid-scale energy storage systems.
Another key advancement is the development of flow batteries, which use liquid electrolytes to store energy. Flow batteries, such as vanadium redox flow batteries, are known for their long lifespan and scalability. They are particularly well-suited for storing large amounts of energy over extended periods. Unlike lithium-ion batteries, flow batteries can maintain their capacity for decades with minimal degradation, making them an attractive option for grid operators looking for long-term energy storage solutions. Moreover, flow batteries can be easily scaled by increasing the size of the electrolyte tanks, allowing them to store vast amounts of energy for large-scale applications.
The integration of artificial intelligence (AI) and machine learning is also revolutionizing the performance and management of grid-scale batteries. AI-driven systems can optimize energy storage and distribution by analyzing real-time data on electricity demand, grid conditions, and weather forecasts. This allows grid operators to predict when energy storage will be needed and efficiently dispatch stored energy to prevent outages or stabilize the grid. AI can also help extend the lifespan of batteries by optimizing charging and discharging cycles, reducing wear and tear on the battery cells. This predictive capability improves the overall efficiency of grid-scale energy storage and ensures that batteries operate at peak performance for longer periods.
Advancements in thermal management and cooling technologies are enhancing the reliability and safety of grid-scale batteries. Efficient thermal management is crucial for maintaining the performance and longevity of large battery systems, especially in regions with extreme temperatures. New cooling technologies, such as liquid cooling and advanced air-cooling systems, help maintain optimal operating temperatures, preventing overheating and ensuring that batteries can operate at full capacity without risk of failure. These improvements in thermal management allow grid-scale batteries to perform reliably even in harsh environmental conditions, making them a more robust solution for grid stabilization.
Recycling and second-life battery use are also becoming increasingly important in the development of grid-scale batteries. As the demand for energy storage grows, manufacturers are focusing on sustainable practices to extend the life of batteries and reduce waste. Used batteries from electric vehicles (EVs), for example, are being repurposed for grid-scale energy storage, providing a cost-effective and environmentally friendly solution. These second-life batteries may no longer meet the high-performance requirements of EVs but can still provide reliable energy storage for grid applications. Recycling and reusing batteries help reduce the environmental impact of battery production and ensure that valuable materials like lithium, cobalt, and nickel are recovered and reused.
Why Are Grid-Scale Batteries Critical for Renewable Energy Integration, Grid Resilience, and Reducing Carbon Emissions?
Grid-scale batteries are critical for renewable energy integration, grid resilience, and reducing carbon emissions because they provide a reliable means of storing and dispatching energy generated from intermittent sources like solar and wind. One of the biggest challenges with renewable energy is its variability—solar panels only generate power when the sun is shining, and wind turbines only produce electricity when the wind is blowing. Grid-scale batteries solve this issue by storing excess renewable energy when it is generated and releasing it during times of high demand or low production, ensuring a consistent and stable supply of electricity.
By smoothing out the fluctuations in renewable energy generation, grid-scale batteries allow for a higher penetration of renewables into the energy mix. This helps reduce the reliance on fossil fuel-based power plants, particularly peaking plants that are often fired up during periods of high electricity demand. Peaker plants are typically less efficient and more polluting than base-load power plants, so reducing the need for these facilities through energy storage directly contributes to lower greenhouse gas emissions. Grid-scale batteries enable a cleaner, more sustainable energy grid by maximizing the use of renewable energy sources and minimizing the need for fossil fuel backup.
Grid-scale batteries also play a crucial role in improving grid resilience and stability. As more renewable energy is integrated into the grid, the risk of imbalances between supply and demand increases. These imbalances can lead to power outages, voltage fluctuations, and grid instability. By providing rapid-response energy storage, grid-scale batteries help stabilize the grid, absorb excess electricity during periods of overproduction, and supply power when demand exceeds supply. This flexibility enhances the overall resilience of the energy grid, making it more capable of withstanding disruptions, such as extreme weather events, equipment failures, or unexpected spikes in demand.
Another critical role of grid-scale batteries is in facilitating the transition to a decentralized energy grid. As distributed energy resources (DERs) like rooftop solar, wind turbines, and residential battery systems become more widespread, grid-scale batteries provide the infrastructure needed to balance and manage these decentralized energy sources. This allows grid operators to effectively coordinate energy generation and consumption across a network of smaller, localized power sources, reducing the strain on the central grid. The ability to store and dispatch energy from multiple sources at different times ensures that the grid remains stable and reliable even as it evolves toward a more decentralized structure.
In addition to supporting grid resilience and renewable energy integration, grid-scale batteries play a vital role in reducing carbon emissions. As the world moves toward ambitious climate goals, such as achieving net-zero emissions, energy storage is essential for decarbonizing the power sector. By enabling the storage of clean energy and reducing the need for fossil fuel-based power generation, grid-scale batteries help significantly lower the carbon footprint of electricity production. Furthermore, the deployment of grid-scale batteries can reduce the frequency of curtailing renewable energy generation, ensuring that clean energy is fully utilized rather than wasted.
What Factors Are Driving the Growth of the Grid-Scale Battery Market?
Several key factors are driving the rapid growth of the grid-scale battery market, including the increasing deployment of renewable energy, government incentives and regulations, advancements in battery technology, and the growing demand for grid resilience and energy security. First, the global shift toward renewable energy is a major driver of the grid-scale battery market. As countries ramp up their investments in solar, wind, and other renewable energy projects, the need for large-scale energy storage solutions has become increasingly apparent. Grid-scale batteries are essential for managing the variability of renewable energy and ensuring that power generated from renewable sources can be stored and dispatched when needed.
Second, government incentives and regulations are playing a significant role in accelerating the adoption of grid-scale batteries. Many governments are offering financial incentives, such as tax credits, grants, and subsidies, to encourage utilities and private companies to invest in energy storage. In addition, regulatory frameworks, such as capacity market reforms and renewable portfolio standards, are pushing grid operators to adopt energy storage technologies to meet their renewable energy targets and ensure grid reliability. Countries like the United States, Germany, China, and Australia have introduced policies that support the deployment of grid-scale batteries, making them a critical part of national energy strategies.
Technological advancements in battery chemistry, manufacturing, and energy management systems are also contributing to the growth of the grid-scale battery market. As discussed earlier, improvements in lithium-ion batteries, flow batteries, and AI-powered energy management are making grid-scale batteries more efficient, durable, and cost-effective. These advancements are lowering the cost of energy storage, making it more accessible for utilities and private companies to invest in large-scale battery installations. The continued innovation in battery technology is expected to further reduce costs and improve the performance of grid-scale batteries, driving even greater adoption.
The growing demand for grid resilience and energy security is another major factor fueling the growth of the grid-scale battery market. As extreme weather events, cyberattacks, and other disruptions become more frequent, utilities and grid operators are under increasing pressure to ensure a stable and reliable power supply. Grid-scale batteries provide the flexibility and rapid-response capabilities needed to enhance grid resilience, making them an attractive investment for utilities seeking to improve energy security. Additionally, grid-scale batteries help balance supply and demand, prevent blackouts, and provide backup power during emergencies, making them essential for maintaining a resilient grid.
The increasing integration of electric vehicles (EVs) into the grid is also driving the need for grid-scale energy storage. As EV adoption grows, the demand for electricity is expected to rise, putting additional strain on the grid. Grid-scale batteries help manage this demand by storing excess energy during periods of low demand and releasing it when demand is high. Additionally, vehicle-to-grid (V2G) technology, which allows EVs to discharge electricity back into the grid, can be supported by grid-scale batteries to balance the flow of energy and ensure grid stability.
In conclusion, the growth of the grid-scale battery market is being driven by the increasing deployment of renewable energy, supportive government policies, advancements in battery technology, and the growing demand for grid resilience and energy security. As the world transitions to a cleaner, more sustainable energy future, grid-scale batteries will play a central role in ensuring the stability, efficiency, and reliability of the electricity grid. By enabling the integration of renewable energy, reducing carbon emissions, and enhancing grid resilience, grid-scale batteries are poised to become a cornerstone of the modern energy system.
Select Competitors (Total 48 Featured) -