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電池能源儲存

市場調查報告書

商品編碼

2148277

二次電池儲能系統市場規模、佔有率及成長預測（2026-2032 年）

Second-Life Battery Energy Storage Systems Market Size, Share & Growth Forecast (2026-2032)

出版日期: 2026年09月28日 | 出版商:

Knowledge Sourcing Intelligence | 英文 150 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

預計到 2026 年，二次電池儲能系統市場規模將達到 11 億美元，到 2032 年將達到 1.1 億美元。這意味著在預測期內，複合年成長率將達到 46.8%。

電動車電池退出汽車應用的原因有很多，包括續航里程縮短、車輛報廢、保固更換、非電池事故造成的損壞、車隊更新周期以及營運需求的變化。即使不再適用於驅動系統的電池組，也可能仍保留相當可觀的可用容量。固定式儲能系統對質量能量密度和峰值加速功率的要求相對較低。這意味著，只要充分了解電池組的內部狀況、熱歷史和剩餘壽命，合格的電池組可以繼續運作數年。電池組的再利用可以在電池組層級或模組層級進行。電池組層級的系統可以透過重複利用大部分原有機殼、冷卻系統和內部電池管理架構來降低人事費用和組裝成本。 B2U 的電動車電池組儲能方案是將完整的電動車電池組存放在專用機櫃中。模組層級的系統則需要拆解電池組，並將合格的模組重新組裝到固定機架中。這提供了更大的設計柔軟性，但也增加了測試、人工和可追溯性方面的要求。兩種架構都需要一個能夠安全運行異質電池組合併考慮電池健康狀態 (SOH) 差異的電池監控管理層。經濟可行性並非僅取決於廢棄電池的購買成本。營運商必須對每個電池組進行檢查、測試、運輸、儲存和認證，更換不合適的組件，改進通訊系統，實施防火和電氣保護措施，整合電源轉換，並建立資產所有者和投資者可接受的保障措施。新型磷酸鋰鐵鋰電池價格的持續下降帶來了持續的競爭壓力。二次利用系統必須在不犧牲安全性、可用性或資金籌措潛力的前提下，將更低的電池購置成本轉化為更低的安裝成本或生命週期成本。

市場促進因素

廢棄電動車電池的供應量正在增加，並且日益系統化。隨著首批量產電動車的老化，汽車製造商和車隊營運商開始建立可預測的廢棄電池來源。 B2U與Waymo簽訂的策略供應協議（有效期至2026年）便是「直接面對車隊，再到儲能系統」模式的典範。報廢自動駕駛汽車的電池可以重新用於固定式儲能系統。與汽車製造商達成類似的協議，可以減少對原料供應的擔憂，並使回收商能夠獲取電池歷史記錄、診斷數據和技術數據，而這些數據很難從分散的售後市場管道獲得。
電網和商業儲能的需求催生了能夠處理較低能量密度的應用。與車輛相比，固定式系統對土地和重量的限制較少，因此可以使用更重、更大的電池。因此，二次電池非常適合用於電網能量轉移、容量服務、可再生能源併網、商業尖峰用電調節、電動車充電支援以及確保電網韌性。 B2U 在加州和德克薩斯州經營併網系統。 Moment Energy 的目標應用領域包括商業、工業、資料中心和微電網。位於德克薩斯州的 53 兆瓦時 Element Energy 專案表明，二次電池不僅可以作為示範資產，還可以實現公用事業規模的運作。
測試和認證正在消除資金籌措的一大障礙。電池狀況的差異性歷來使得獲得保固、授權和保險變得困難。如今，回收公司正大力投資合格系統、剩餘容量分析和安全認證。 2026年5月，Moment Energy宣布其用於回收電池的電池管理硬體已獲得第三方認證，符合UL 1973標準。 Connected Energy開始在英國建造一座專門用於電動車電池的先進測試設施。 Moment Energy和Pulsenex正在開發更快速、更具產業規模的電池認證方法。測試精度的提高將降低劣化或損壞電池進入商業系統的風險。
循環經濟相關法規正在提升可追溯性。歐洲的「電池法規」正在為電池的再利用和改造建構一個更正式的資訊框架。自2027年2月起，符合條件的電動車和工業電池必須附帶一份數位電池護照，其中包含電池健康狀態（SOH）、使用歷史以及相關企業可以存取的狀態資訊。改造後的電池將簽發一份與原電池關聯的新護照。但這並不意味著它們可以免除技術測試的要求。然而，此舉有望提高二次用戶對電池來源的透明度，並縮小資訊差距。

市場限制因素

最大的限制在於其多樣性。廢棄電池組的化學成分、電芯供應商、汽車平臺、使用年限、氣候條件、充電模式、軟體版本和故障歷史各不相同。僅憑健康狀態 (SOH) 百分比無法反映內阻、電芯不平衡、潛在損壞或未來劣化等問題。此外，廢棄高壓電池重量大，且受運輸法規約束，可能導致高昂的物流成本。回收商必須針對最初設計用於不同工況的硬體建立產品責任、保固和消防安全框架。新型電池能源儲存系統(BESS) 價格的下降是另一個主要壓力。如果新型磷酸鋰鐵系統價格足夠低廉，測試和整合舊電池的成本優勢可能會降低。此外，如果材料價值高，回收利用可能會成為原料取得的競爭對手。

促進因素
- 二手電動汽車電池供應量不斷增加
- 對電網和商業儲能的需求
- 自動化測試和安全認證
- 關於循環經濟和電池可追溯性的法規
抑制因子
- 電池不均勻性和狀態不確定性
- 物流、搬運和產品責任
- BESS 的新型安裝價格正在下降。
- 與直接回收的競爭

第11章競爭格局

包裝再利用專家
一家提供自適應建築管理系統和模組復用解決方案的公司。
汽車製造商推出的「第二人生」計劃
系統整合商和專案開發商
電池診斷、資金籌措、營運和維護

第12章：公司簡介

第13章近期趨勢

第14章附錄

簡介目錄

Product Code: KSI-009325

The Second-Life Battery Energy Storage Systems Market is estimated at USD 0.11 billion in 2026 and is projected to reach USD 1.10 billion by 2032, representing a CAGR of 46.8% during the forecast period.

An EV battery can leave automotive service for several reasons. These include range degradation, vehicle retirement, warranty replacement, accident damage outside the battery, fleet replacement cycles or changing duty requirements. A pack that is no longer attractive for propulsion can still retain substantial usable capacity. Stationary storage places lower demands on gravimetric energy density and peak acceleration power. This allows qualified packs to continue operating for years if their internal condition, thermal history and remaining life are adequately understood. Repurposing can occur at pack level or module level. Pack-level systems preserve much of the original enclosure, cooling hardware and internal battery management architecture, reducing labor and reassembly cost. B2U's EV Pack Storage approach is built around using intact EV packs inside purpose-built cabinets. Module-level systems disassemble packs and regroup qualified modules into stationary racks. This provides more design flexibility but increases testing, labor and traceability requirements. Both architectures require a supervisory battery-management layer that can operate heterogeneous batteries safely and account for differences in state of health. The economics depend on more than the acquisition price of retired batteries. Operators must inspect, test, transport, store and qualify each pack, replace unsuitable components, adapt communications, provide fire and electrical protection, integrate power conversion and establish warranties acceptable to asset owners and financiers. Falling prices for new lithium iron phosphate storage create continuous competitive pressure. Second-life systems need to convert lower battery acquisition cost into lower installed or lifecycle cost without sacrificing safety, availability or bankability.

Market Drivers

The supply of retired EV batteries is becoming larger and more structured. As the first large cohorts of electric vehicles age, automakers and fleet operators are beginning to create predictable streams of batteries that are no longer required in vehicles. B2U's 2026 strategic supply agreement with Waymo is an example of a direct fleet-to-storage model. Batteries from retired autonomous vehicles can move into stationary systems. Similar arrangements with automotive manufacturers can reduce feedstock uncertainty and give repurposers access to battery history, diagnostics and engineering data that are difficult to obtain from fragmented aftermarket sources.
Grid and commercial storage demand creates applications tolerant of lower energy density. Stationary systems can use heavier and larger batteries because land and weight constraints are less severe than in vehicles. Second-life batteries are therefore suited to grid energy shifting, capacity services, renewable integration, commercial peak shaving, EV-charging support and resilience. B2U is operating grid-connected systems in California and Texas. Moment Energy targets commercial, industrial, data-center and microgrid applications. The 53 MWh Element Energy project in Texas shows that second-life systems can operate at utility scale rather than only as demonstration assets.
Testing and certification are reducing a major bankability barrier. Heterogeneous battery condition has historically made warranties, permitting and insurance difficult. Repurposers are now investing heavily in qualification systems, state-of-health analytics and safety certification. In May 2026, Moment Energy announced third-party recognition of its battery-management hardware for repurposed batteries against UL 1973-related requirements. Connected Energy began development of a dedicated advanced EV battery testing facility in the United Kingdom. Moment Energy and Pulsenics are developing faster industrial-scale battery qualification. Better testing reduces the risk of mixing weak or damaged batteries into commercial systems.
Circular-economy regulation is improving traceability. Europe's Batteries Regulation creates a more formal information framework for reuse and repurposing. From February 2027, covered EV and industrial batteries will require digital battery passports containing state-of-health, use-history and status information accessible to relevant operators. A repurposed battery receives a new passport linked to the original. This does not remove technical testing requirements. It can improve provenance and lower information asymmetry for second-life operators, financiers and customers.

Market Restraints

The largest constraint is variability. Retired packs differ by chemistry, cell supplier, vehicle platform, age, climate exposure, charging behavior, software version and failure history. State-of-health percentage alone does not capture internal resistance, cell imbalance, latent damage or future degradation. Logistics can also be expensive because used high-voltage batteries are heavy and regulated for transport. Repurposers must establish product liability, warranty and fire-safety frameworks for hardware originally designed for a different duty cycle. Falling new-BESS prices are another major pressure. If new lithium iron phosphate systems become inexpensive enough, the cost advantage of testing and integrating older batteries can narrow. Recycling can also compete for feedstock where material value is high.

Technology and Segment Insights

Pack-level repurposing is commercially attractive when batteries can remain mechanically intact and their original safety systems can be retained. It reduces dismantling labor and avoids rebuilding modules into new packs. B2U's operating portfolio demonstrates this architecture at grid scale. The trade-off is that the stationary system must accommodate different pack voltages, communications protocols and physical formats. This requires sophisticated cabinet controls and software.
Module-level repurposing offers greater flexibility. Developers can grade modules, remove weaker units and assemble standardized stationary racks from compatible components. This approach can achieve higher packing density or create products tailored to commercial and industrial applications. It increases labor, testing and reassembly cost. The highest-growth enabling layer across both architectures is battery intelligence. This includes diagnostics, state-of-health estimation, adaptive BMS and software that allows batteries of different histories to operate safely within one stationary system.
Battery qualification measures state of health, resistance, imbalance and safety condition. It is required before reuse. It is moving toward faster automated diagnostics. Pack-level repurposing reuses intact EV packs in stationary cabinets. It is the lowest-disassembly pathway. It is strong in grid-scale projects. Module-level repurposing rebuilds qualified modules into stationary racks. It offers greater design flexibility. It is common in commercial and industrial and customized systems. Adaptive BMS controls batteries with different aging histories. It is a critical safety and warranty layer. It is a fast-growing software and controls segment. Container and power conversion system integration converts repurposed batteries into grid-ready BESS. It is a major project-value layer. It is increasing standardization. Operations and maintenance and monitoring tracks degradation, availability and remaining life. It is important for financing and guarantees. It is growing with operational fleet size.
The market is segmented by repurposing architecture, system component, application, system scale, battery source and geography. Repurposing architectures include intact EV pack reuse, module-level repurposing, cell-level reconfiguration, and mixed-pack adaptive systems. System components include retired EV battery packs and modules, battery qualification and diagnostics, battery management systems, racks, cabinets and containers, power conversion systems, energy management software, and thermal management and safety systems. Applications include grid energy shifting, capacity and ancillary services, commercial and industrial peak shaving, data centers and critical infrastructure, EV charging support, microgrids and backup power, and renewable energy integration. System scales include below 500 kWh, 500 kWh to 5 MWh, 5-50 MWh, and above 50 MWh. Battery sources include passenger EV batteries, electric bus batteries, commercial vehicle batteries, fleet and autonomous vehicle batteries, and prototype and engineering batteries.
Second-life BESS is commercially proven at tens-of-megawatt-hour scale but remains small relative to new-battery storage. Pack-level reuse can avoid costly cell disassembly where battery health, safety and communications can be validated. State-of-health testing and battery-specific controls are becoming core enabling technologies rather than ancillary services. Grid-scale, commercial and data-center applications are expanding as retired EV battery supply becomes more predictable. North America leads current operating scale, while Europe has the strongest policy and project-development pipeline.

Competitive and Strategic Outlook

B2U Storage Solutions is the strongest current utility-scale specialist by disclosed operating capacity. Its pack-level EV Pack Storage platform avoids cell-level remanufacturing. The company combines battery sourcing, repurposing, project development, financing and market operations. Element Energy differentiates through adaptive battery-management technology that can control heterogeneous battery modules. LG Energy Solution Vertech provides turnkey integration for selected deployments.
Moment Energy focuses on commercial, industrial and infrastructure storage. It is scaling battery qualification, repurposing and certification in North America. Connected Energy remains an active European second-life BESS specialist and is moving from distributed systems toward multi-MWh grid development. Mercedes-Benz Energy directly develops stationary storage solutions using repurposed vehicle batteries. 4R Energy develops, manufactures and sells lithium-ion battery systems based on second-use automotive batteries. Automotive OEMs, battery suppliers and system integrators such as Renault and Mobilize, JLR, Volvo Energy, LG Energy Solution Vertech, Wykes Engineering, Allye Energy and Pramac are treated as project, feedstock or integration ecosystem participants unless they directly supply a dedicated second-life BESS product.
North America is the leading current market because it combines the largest clearly disclosed specialist operating portfolio, utility-scale project references, new repurposing capacity and access to a rapidly expanding electric-vehicle fleet. B2U Storage Solutions reported approximately 100 MWh of operational energy storage by September 2026 across California and Texas. It has more than 5,000 repurposed EV batteries under management. Its systems have operated in wholesale power markets since 2020, providing an important bankability reference.
Texas is emerging as a central deployment market. B2U's Bexar Corrilla project entered operation in 2025. Bexar Martinez followed in September 2026 at 28 MWh, taking the company's Texas portfolio above 50 MWh. B2U expects additional ERCOT capacity over the following six months. Element Energy also operates a 53 MWh second-life project in Texas. This demonstrates that utility-scale deployment is no longer limited to one technology provider.
The supply and manufacturing side is also strengthening. Moment Energy raised USD 40 million in Series B financing in May 2026 and opened a new EV battery repurposing facility in Vancouver in June. Its 2026 battery-management certification work addresses one of the principal safety and permitting barriers for repurposed systems. B2U's supply partnership with Waymo illustrates how fleet operators can become direct feedstock partners. This creates a more predictable route from first-life vehicle use to grid storage.
Europe remains strategically important because automakers and second-life developers have a longer history of pilot and commercial projects. Regulation is creating more structured battery traceability. Mercedes-Benz Energy, Renault Group, Connected Energy and Nissan-backed projects provide operating references. Connected Energy is developing a larger French pipeline. The EU battery passport becomes mandatory for relevant battery categories from February 2027. Asia Pacific has a large future feedstock opportunity through Japan, China and South Korea. It currently has fewer transparent grid-scale second-life BESS deployments than North America.
Recent developments confirm accelerating market activity. In September 2026, B2U's 28 MWh Bexar Martinez project entered commercial operation in Texas, taking the company's operating second-life portfolio to about 100 MWh. In September 2026, Moment Energy announced third-party verification of U.S. sourcing compliance for its BESS platform as domestic-content and foreign-entity rules tighten. In June 2026, Moment Energy opened its new EV battery repurposing facility in Vancouver, expanding North American manufacturing capacity. In the second quarter of 2026, B2U announced a strategic battery-supply agreement with Waymo to repurpose batteries retired from its autonomous-vehicle fleet. In May 2026, Connected Energy secured building permits for 12 MW and 9 MW second-life BESS projects in France. In May 2026, Moment Energy announced recognized safety certification for battery-management hardware designed specifically for repurposed EV batteries. In May 2026, Moment Energy closed a USD 40 million Series B financing round to scale second-life storage deployment. In January 2026, Connected Energy began development of an advanced EV battery testing facility in Norfolk, which is also planned to host its first wholly owned and operated second-life BESS site.

Conclusion

The second-life battery energy storage systems market is at an early commercial stage with very high growth potential. Growth is driven by growing retired EV battery supply, grid and commercial storage demand, automated testing and safety certification and circular-economy regulation and battery traceability. Pack-level repurposing is commercially attractive for grid-scale projects. Module-level repurposing offers greater design flexibility for commercial and industrial applications. Adaptive BMS is a critical enabling layer. North America leads current operating scale. Europe has the strongest policy and project-development pipeline. Battery heterogeneity, logistics and product liability and falling new-BESS prices remain the key restraints. The market is projected to grow from USD 0.11 billion in 2026 to USD 1.10 billion by 2032 at a CAGR of 46.8%.

Key Benefits of this Report

Insightful Analysis: Detailed market insights across regions, customer segments, policies, socio-economic factors, consumer preferences, and industry verticals.
Competitive Landscape: Understand strategic moves by key players to identify optimal market entry approaches.
Market Drivers and Future Trends: Assess major growth forces and emerging developments shaping the market.
Actionable Recommendations: Support strategic decisions to unlock new revenue streams.
Caters to a Wide Audience: Suitable for startups, research institutions, consultants, SMEs, and large enterprises.

What Businesses Use Our Reports For

Industry and market insights, opportunity assessment, product demand forecasting, market entry strategy, geographical expansion, capital investment decisions, regulatory analysis, new product development, and competitive intelligence.

Report Coverage

Historical data from 2021 to 2024, Base year 2025, and Forecast years from 2026 to 2032
Growth opportunities, challenges, supply chain outlook, regulatory framework, and trend analysis
Competitive positioning, strategies, and market share evaluation, and trade analysis
Revenue growth and forecast assessment across segments and regions
Company profiling including strategies, products, financials, and key developments

1. Executive Summary

1.1. Market Opportunity and Key Findings
1.2. Second-Life Stationary Storage Outlook
1.3. EV Battery Feedstock and Commercial Scale-Up

2. Market Overview

2.1. Battery Retirement from Automotive Service
2.2. State-of-Health Assessment and Qualification
2.3. Pack-Level versus Module-Level Repurposing
2.4. Battery Management and Adaptive Controls
2.5. Stationary System Integration
2.6. End-of-Second-Life Recycling Pathway

3. Market Size and Forecast, 2026-2032

3.1. Global Market Revenue
3.2. Annual Growth Analysis
3.3. Repurposed Battery, Integration and Service Revenue

4. Market by Repurposing Architecture

4.1. Intact EV Pack Reuse
4.2. Module-Level Repurposing
4.3. Cell-Level Reconfiguration
4.4. Mixed-Pack Adaptive Systems

5. Market by System Component

5.1. Retired EV Battery Packs and Modules
5.2. Battery Qualification and Diagnostics
5.3. Battery Management Systems
5.4. Racks, Cabinets and Containers
5.5. Power Conversion Systems
5.6. Energy Management Software
5.7. Thermal Management and Safety Systems

6. Market by Application

6.1. Grid Energy Shifting
6.2. Capacity and Ancillary Services
6.3. Commercial and Industrial Peak Shaving
6.4. Data Centers and Critical Infrastructure
6.5. EV Charging Support
6.6. Microgrids and Backup Power
6.7. Renewable Energy Integration

7. Market by System Scale

7.1. Below 500 kWh
7.2. 500 kWh-5 MWh
7.3. 5-50 MWh
7.4. Above 50 MWh

8. Market by Battery Source

8.1. Passenger EV Batteries
8.2. Electric Bus Batteries
8.3. Commercial Vehicle Batteries
8.4. Fleet and Autonomous Vehicle Batteries
8.5. Prototype and Engineering Batteries

9. Regional Market

9.1. North America
- 9.1.1. United States
- 9.1.2. Canada
9.2. Europe
- 9.2.1. United Kingdom
- 9.2.2. France
- 9.2.3. Germany
- 9.2.4. Rest of Europe
9.3. Asia Pacific
- 9.3.1. Japan
- 9.3.2. China
- 9.3.3. South Korea
- 9.3.4. Rest of Asia Pacific
9.4. Rest of World

10. Market Dynamics

10.1. Drivers
- 10.1.1. Growing Retired EV Battery Supply
- 10.1.2. Grid and Commercial Storage Demand
- 10.1.3. Automated Testing and Safety Certification
- 10.1.4. Circular-Economy Regulation and Battery Traceability
10.2. Restraints
- 10.2.1. Battery Heterogeneity and State-of-Health Uncertainty
- 10.2.2. Logistics, Handling and Product Liability
- 10.2.3. Falling New-BESS Prices
- 10.2.4. Competition with Direct Recycling