首頁 > 市場調查報告書 > 能源/環境

電池能源儲存

市場調查報告書

商品編碼

1917851

長時儲能市場－2026-2031年預測

Long-Duration Energy Storage Market - Forecast from 2026 to 2031

出版日期: 2026年01月07日 | 出版商:

Knowledge Sourcing Intelligence | 英文 152 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

預計長時儲能市場將從 2025 年的 50.78 億美元成長到 2031 年的 110.09 億美元，複合年成長率為 13.76%。

長時儲能（LDES）市場涵蓋旨在長時間（通常定義為4-10小時以上）儲存電能並在同樣長的時間內釋放電能的技術和系統。此市場細分包括多種非鋰電池技術，例如液流電池（如釩液流電池、鋅溴液流電池）、重力式儲能系統、先進壓縮空氣儲能（A-CAES）、液態空氣儲能（LAES）以及各種類型的熱能儲能。長時儲能的主要目標是解決高度波動且受天氣影響的可再生能源發電（太陽能、風能）與隨時間變化的電網需求之間存在的顯著不匹配問題，從而實現電力系統的深度脫碳。

市場擴張的根本驅動力在於全球迫切需要將可再生能源以高滲透率併入電網。風能和太陽能固有的間歇性是關鍵的催化劑。隨著可再生逐漸成為主要的發電來源，電力過剩時期（例如晴朗的午後）和供不應求時期（例如「黑風」事件，即風能和太陽能持續數日都較弱）都會對電網平衡帶來大規模挑戰。低能耗儲能系統（LDES）提供至關重要的服務，能夠按日、週甚至按季節轉移大量能量，超越鋰離子電池提供的短期頻率調節功能，從而實現真正的資源充足性和長期電網穩定性。

另一個關鍵促進因素是需要支援交通運輸等產業的電氣化。電動車充電基礎設施的大規模部署，尤其是高功率公共快速充電站，將對當地電網造成巨大且集中的負載。安裝在變電站和充電樞紐內的低排放系統（LDES）可以緩解這種負荷，減少高成本的電網升級，降低尖峰需求，並在可再生能源發電不足的情況下確保清潔能源充電。

政府政策和戰略投資正發揮強大的驅動作用。北美、歐洲和亞洲各國政府都將長時儲能系統（LDES）視為實現能源安全和氣候目標的關鍵基礎技術，並大力投資於研發和示範（RD&D）計劃，同時實施採購目標和市場機制，以彰顯長時儲能的獨特價值。公共部門的支持有助於降低早期商業部署階段的風險，並促進創新生態系統的競爭。

從區域來看，北美是主導的市場，其特點是擁有雄心勃勃的清潔能源目標、聯邦和州政府的支持性政策（例如，美國能源局的低密度聚乙烯「地球計畫」舉措），以及大量技術開發商和先導計畫。該地區的大規模可再生能源計劃，加上老化的電網基礎設施，為低密度聚乙烯技術的部署創造了強大的應用場景。

競爭格局高度創新且分散，由資金雄厚的新興企業、向儲能領域多元化發展的成熟能源技術公司以及與大型公用事業公司的合作組成。競爭的重點在於驗證商業規模的技術可行性，降低關鍵指標－儲能平準化成本（LCOS），建立新型材料（例如釩電解液）的穩健供應鏈，以及證明安全性和長運作壽命（通常超過20年）。成功不僅取決於技術能力，還取決於能否為具有可靠性能保證的大型計劃資金籌措、建造和營運能力。

儘管市場具有重要的戰略意義，但其廣泛應用仍面臨許多障礙。最大的挑戰來自現有技術和替代解決方案的競爭。抽水蓄能是一種成熟、低成本、長期儲能技術，但受地域限制。綠氫也能提供長期儲能，但需要不同的價值鏈，並面臨自身獨特的挑戰。或許最直接的競爭來自鋰離子電池日益成長的勢頭和不斷下降的成本。鋰離子電池在短期儲能領域佔據主導地位，儘管其長期放電成本較高，但常被提案「堆疊式」應用，以模擬更長的儲能時間。如何證明其在經濟性方面明顯優於這些替代方案，是實現商業化的關鍵障礙。

總之，長時儲能市場是實現淨零排放電網的關鍵前沿領域。其成長對於可再生能源的主流化至關重要，但同時也面臨巨大的技術商業化和經濟檢驗挑戰。對業內人士而言，策略重點應集中在三個方面：透過擴大生產規模和設計創新降低資本成本；透過能夠充分體現長時儲能系統（LDES）價值（容量、能源轉移和韌性）的新型合約結構，與電力公司達成購電協議；以及駕馭複雜的法規結構，以建立明確的監管市場訊號。未來在於建構一系列適用於不同時長和電網服務的長時儲能技術，並與短時儲能技術協同工作，從而建立一個完全具有韌性的脫碳電力系統。衡量成功的標準在於能否從先導計畫過渡到吉瓦時規模的部署，並以可靠且經濟高效的方式將可再生能源轉化為可靠、可調度的資源。

本報告的主要優勢：

深入分析：提供對主要和新興地區的深入市場洞察，重點關注客戶群、政府政策和社會經濟因素、消費者偏好、垂直行業和其他細分市場。
競爭格局：了解全球主要參與者的策略舉措，並了解透過正確的策略實現市場滲透的潛力。
市場促進因素與未來趨勢：探討影響市場的動態因素和關鍵趨勢及其對未來市場發展的影響。
可操作的建議：利用這些見解，在動態環境中製定策略決策，並開拓新的業務管道和收入來源。
受眾廣泛：適用於Start-Ups、研究機構、顧問公司、中小企業和大型企業，且經濟實惠。

它是用來做什麼的？

產業與市場分析、機會評估、產品需求預測、打入市場策略、地理擴張、資本投資決策、法規結構及影響、新產品開發、競爭情報

研究範圍：

2021年至2025年的歷史數據和2026年至2031年的預測數據
成長機會、挑戰、供應鏈前景、法規結構與趨勢分析
競爭定位、策略和市場佔有率分析
按業務板塊和地區（包括國家）分類的收入和預測評估
公司概況（策略、產品、財務資訊、關鍵發展等）

The long-duration energy storage (LDES) market encompasses technologies and systems engineered to store electrical energy for extended periods-typically defined as durations exceeding 4 to 10 hours-and discharge it over similarly long timescales. This market segment includes a diverse array of non-lithium technologies such as flow batteries (e.g., vanadium redox, zinc-bromine), gravity-based systems, advanced compressed air energy storage (A-CAES), liquid air energy storage (LAES), and various forms of thermal storage. The core purpose of LDES is to address the critical mismatch between the variable, weather-dependent generation of renewable resources (solar, wind) and the time-varying demand of the electrical grid, thereby enabling deep decarbonization of power systems.

Market expansion is fundamentally driven by the global imperative to integrate high penetrations of renewable energy into electricity grids. The primary catalyst is the inherent intermittency of wind and solar power. As renewables become the dominant source of generation, periods of oversupply (e.g., sunny afternoons) and extended undersupply (e.g., multi-day "dunkelflaute" events with low wind and sun) create massive grid-balancing challenges. LDES provides the essential service of shifting bulk energy across days, weeks, or even seasons, moving beyond the short-duration frequency regulation offered by lithium-ion batteries to provide true resource adequacy and long-term grid stability.

A significant and parallel driver is the need to support the electrification of transportation and other sectors. The mass deployment of electric vehicle (EV) charging infrastructure, particularly high-power public fast-charging stations, imposes large, concentrated loads on local grids. LDES can be deployed at substations or within charging hubs to buffer these demands, mitigating costly grid upgrades, reducing peak charges, and ensuring that charging is supplied by clean energy, even when renewables are not generating.

Government policy and strategic investment are acting as powerful accelerators. Recognizing LDES as a critical enabler of energy security and climate goals, governments in North America, Europe, and Asia are deploying significant funding for research, development, and demonstration (RD&D) projects, as well as enacting procurement targets and market mechanisms that recognize the unique value of long-duration storage. This public-sector support is de-risking early commercial deployments and fostering a competitive innovation ecosystem.

Geographically, North America is a leading market, characterized by ambitious clean energy targets, supportive federal and state-level policies (e.g., the U.S. Department of Energy's LDES Earthshot initiative), and a high concentration of technology developers and pilot projects. The region's combination of large-scale renewable projects and aging grid infrastructure creates a strong use case for LDES deployment.

The competitive landscape is highly innovative and fragmented, featuring a mix of well-funded startups, established energy technology firms diversifying into storage, and partnerships with major utilities. Competition centers on proving technical viability at commercial scale, driving down the critical metric of levelized cost of storage (LCOS), establishing a resilient supply chain for novel materials (e.g., vanadium electrolyte), and demonstrating safety and a long operational lifespan (often 20+ years). Success hinges not just on the technology, but on the ability to finance, build, and operate large-scale projects with bankable performance guarantees.

Despite its strategic importance, the market faces substantial barriers to widespread adoption. The foremost challenge is competition from incumbent and alternative solutions. Pumped hydro storage is a mature, low-cost LDES technology but is geographically constrained. Green hydrogen, while also long-duration, involves a different value chain with its own set of challenges. Perhaps the most direct competition comes from the sheer momentum and falling costs of lithium-ion batteries, which dominate the short-duration segment and are often proposed for "stacked" applications that can mimic some longer durations, albeit at higher costs for long discharges. Demonstrating a clear, superior economic case over these alternatives is the central commercial hurdle.

In conclusion, the long-duration energy storage market is a frontier segment essential for achieving a net-zero grid. Its growth is structurally imperative for renewable energy dominance but is contingent on overcoming significant technological commercialization and economic validation challenges. For industry experts, strategic focus must center on driving down capital costs through manufacturing scale and design innovation, securing offtake agreements with utilities through novel contracting structures that capture LDES's full value (capacity, energy shifting, resilience), and navigating complex regulatory frameworks to create dedicated market signals. The future lies in a portfolio of LDES technologies, each suited to different durations and grid services, working in concert with shorter-duration storage to create a fully resilient, decarbonized power system. Success will be measured by the ability to move from pilot projects to gigawatt-hour-scale deployments that reliably and cost-effectively turn renewable energy into a firm, dispatchable resource.

Key Benefits of this Report:

Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

Historical data from 2021 to 2025 & forecast data from 2026 to 2031
Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
Competitive Positioning, Strategies, and Market Share Analysis
Revenue Growth and Forecast Assessment of segments and regions including countries
Company Profiling (Strategies, Products, Financial Information, and Key Developments among others.)

Long-Duration Energy Storage Market Segmentation

By Technology Type
Thermal
Mechanical
Chemical & Electrochemical
By Energy Type
Solar
Wind
Others
By Capacity
Up to 100 MW
100 to 500 MW
Greater than 500 MW
By Duration
Up to 10 Hours
10 to 20 Hours
Greater than 20 Hours
By End-User
Residential
Commercial
Industrial
By Geography
North America
USA
Canada
Mexico
South America
Brazil
Argentina
Others
Europe
Germany
France
United Kingdom
Spain
Others
Middle East and Africa
Saudi Arabia
UAE
Others
Asia Pacific
China
India
Japan
South Korea
Indonesia
Thailand
Others

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

2.1. Market Overview
2.2. Market Definition
2.3. Scope of the Study
2.4. Market Segmentation

3. BUSINESS LANDSCAPE

3.1. Market Drivers
3.2. Market Restraints
3.3. Market Opportunities
3.4. Porter's Five Forces Analysis
3.5. Industry Value Chain Analysis
3.6. Policies and Regulations
3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. LONG-DURATION ENERGY STORAGE MARKET BY TECHNOLOGY TYPE

5.1. Introduction
5.2. Thermal
5.3. Mechanical
5.4. Chemical & Electrochemical

6. LONG-DURATION ENERGY STORAGE MARKET BY ENERGY TYPE

6.1. Introduction
6.2. Solar
6.3. Wind
6.4. Others

7. LONG-DURATION ENERGY STORAGE MARKET BY CAPACITY

7.1. Introduction
7.2. Up to 100 MW
7.3. 100 to 500 MW
7.4. Greater than 500 MW

8. LONG-DURATION ENERGY STORAGE MARKET BY DURATION

8.1. Introduction
8.2. Up to 10 Hours
8.3. 10 to 20 Hours
8.4. Greater than 20 Hours

9. LONG-DURATION ENERGY STORAGE MARKET BY END-USER

9.1. Introduction
9.2. Residential
9.3. Commercial
9.4. Industrial

10. LONG-DURATION ENERGY STORAGE MARKET BY GEOGRAPHY

10.1. Introduction
10.2. North America
- 10.2.1. USA
- 10.2.2. Canada
- 10.2.3. Mexico
10.3. South America
- 10.3.1. Brazil
- 10.3.2. Argentina
- 10.3.3. Others
10.4. Europe
- 10.4.1. Germany
- 10.4.2. France
- 10.4.3. United Kingdom
- 10.4.4. Spain
- 10.4.5. Others
10.5. Middle East and Africa
- 10.5.1. Saudi Arabia
- 10.5.2. UAE
- 10.5.3. Others
10.6. Asia Pacific
- 10.6.1. China
- 10.6.2. India
- 10.6.3. Japan
- 10.6.4. South Korea
- 10.6.5. Indonesia
- 10.6.6. Thailand
- 10.6.7. Others