壓縮空氣儲能（CAES）市場規模、佔有率及預測：依系統設計（絕熱、非絕熱、等溫）、儲能容量、往返效率及專案規模劃分－全球預測至2036年

預計2026年至2036年，全球壓縮空氣儲能市場將以19.7%的複合年增長率成長，到2036年市場規模將達到89.4億美元。本報告詳細分析了五大主要地區目前的CAES市場趨勢、市場規模、近期發展以及至2036年的預測。基於廣泛的二級和一級研究以及對市場格局的深入分析，本報告分析了關鍵產業驅動因素、限制因素、機會和挑戰的影響。市場成長的驅動因素包括：為支持再生能源併網，對長時儲能的需求不斷增長；可再生能源發電波動性促使電力系統穩定性和可靠性需求增加；多個地區有利於壓縮空氣儲能（CAES）部署的有利地質條件；技術進步提高了系統效率並降低了成本；以及政府的儲能政策和激勵措施。此外，高效先進的絕熱壓縮空氣儲能系統的開發、枯竭氣田和鹽穴改造為儲能設施、壓縮空氣儲能與再生能源專案的整合，以及全球電力系統現代化改造計畫的推進，預計都將進一步推動市場成長。

目錄

第一章：引言

第二章：研究方法

第三章：摘要整理

第四章：市場洞察

第五章：壓縮空氣儲能技術及系統架構

第六章：競爭格局

第七章：全球壓縮空氣儲能市場（依系統設計劃分）

• 絕熱壓縮空氣儲能
• 絕熱壓縮空氣儲能 (AA-CAES)
• 等溫壓縮空氣儲能
• 混合系統

第八章：全球壓縮空氣儲能市場（依儲能容量劃分）

• 小型（＜100 MW）
• 中型（100-300 MW）
• 大型（300-500 MW）
• 超大型（500 MW 以上）

第九章：全球壓縮空氣儲能市場依往返效率劃分

• 40-50% 效率
• 50-70% 效率
• 70-80% 效率
• 80% 或更高效率

第十章：全球壓縮空氣儲能市場依儲能時長劃分

• 短期儲能（2-4 小時）
• 中期儲能（4-8 小時）
• 長期儲能（8-12 小時）
• 超長儲能持續時間（12 小時或以上）

第十一章：全球壓縮空氣儲能市場（依專案規模劃分）

• 公用事業規模（100 兆瓦以上）
• 商業規模（10-100 兆瓦）
• 分散式規模（10 兆瓦以下）

第十二章：全球壓縮空氣儲能市場（依應用劃分）

• 再生能源併網
• 削峰和負載轉移
• 電網穩定與輔助服務
• 緩解電網擁塞
• 黑啟動能力

第十三章：全球壓縮空氣儲能市場（依最終用戶劃分）

• 電力公司
• 獨立發電公司
• 工業能源用戶
• 電網營運商（ISO/RTO）

第十四章 壓縮空氣能源系統（CAES）市場區域概況

• 北美
• 歐洲
• 亞太地區
• 拉丁美洲
• 中東和非洲

第十五章 公司簡介

第十六章 附錄

Compressed Air Energy Storage (CAES) Market by System Design (Diabatic, Adiabatic, Isothermal), Storage Capacity, Round-Trip Efficiency, and Project Scale - Global Forecasts (2026-2036)

According to the research report titled, 'Compressed Air Energy Storage (CAES) Market by System Design (Diabatic, Adiabatic, Isothermal), Storage Capacity, Round-Trip Efficiency, and Project Scale - Global Forecasts (2026-2036),' the compressed air energy storage market is projected to reach USD 8.94 billion by 2036, at a CAGR of 19.7% during the forecast period 2026-2036. The report provides an in-depth analysis of the global CAES market across five major regions, emphasizing the current market trends, market sizes, recent developments, and forecasts till 2036. Following extensive secondary and primary research and an in-depth analysis of the market scenario, the report conducts the impact analysis of the key industry drivers, restraints, opportunities, and challenges. The growth of this market is driven by the increasing demand for long-duration energy storage to support renewable energy integration, the need for grid stability and reliability with variable renewable generation, favorable geological conditions in multiple regions enabling CAES deployment, technological advancements improving system efficiency and reducing costs, and government energy storage mandates and incentives. Moreover, the development of advanced adiabatic CAES systems with superior efficiency, the repurposing of depleted gas fields and salt caverns for storage, the integration of CAES with renewable energy projects, and the expansion of grid modernization initiatives globally are expected to support the market's growth.

Key Players

The key players operating in the compressed air energy storage market are Hydrostor Inc. (Canada), Energy Dome S.p.A. (Italy), Apex Compressed Air Energy Storage LLC (U.S.), Storelectric Limited (U.K.), General Compression Inc. (U.S.), SustainX Inc. (U.S.), LightSail Energy (U.S.), Siemens Energy AG (Germany), General Electric Company (U.S.), MAN Energy Solutions SE (Germany), Ingersoll Rand Inc. (U.S.), Atlas Copco AB (Sweden), RWE AG (Germany), China Energy Engineering Corporation (China), China Huaneng Group (China), Shell plc (U.K./Netherlands), TotalEnergies SE (France), and Mitsubishi Heavy Industries Ltd. (Japan), among others.

Market Segmentation

The compressed air energy storage market is segmented by system design (diabatic CAES, adiabatic CAES, isothermal CAES, and hybrid systems), storage capacity (10-100 MW, 100-300 MW, and above 300 MW), round-trip efficiency (50-70%, 70-80%, and above 80%), project scale (small-scale <100 MW, utility-scale 100-500 MW, and large-scale >500 MW), storage medium (salt caverns, depleted gas fields, aquifers, and engineered caverns), application (renewable energy integration, grid balancing, peak shaving, and others), and geography. The study also evaluates industry competitors and analyzes the market at the country level.

Based on System Design

Based on system design, the diabatic CAES segment is estimated to hold the largest share of the market in 2026. This segment's dominance is primarily attributed to proven technology with commercial deployments spanning decades, lower capital costs compared to advanced designs, extensive operational experience, and established supply chains. Conversely, the adiabatic CAES segment is expected to grow at the highest CAGR during the forecast period, driven by superior round-trip efficiency (70-80%), elimination of fossil fuel requirements, and advancing thermal storage technologies enabling commercial viability.

Based on Storage Capacity

Based on storage capacity, the 100-300 MW segment is estimated to dominate the market in 2026. This segment's leadership is primarily driven by optimal scale for utility applications, proven project economics, and alignment with typical grid support requirements. This capacity range represents the most commercially developed and deployed segment with established supply chains and operational expertise.

Based on Round-Trip Efficiency

Based on round-trip efficiency, the 50-70% efficiency range segment is expected to account for substantial share of the market in 2026. This is driven by diabatic systems dominating current deployments despite lower efficiency than emerging technologies. However, segments with higher efficiency (70-80% and above 80%) are expected to grow at faster rates as advanced adiabatic and isothermal technologies mature and achieve commercial deployment.

Based on Project Scale

Based on project scale, the utility-scale segment (100-500 MW) is expected to account for the largest share of the market in 2026. This segment's dominance is driven by CAES economics favoring large-scale implementations, utility energy storage requirements for grid support, and the availability of suitable geological formations for large-scale deployments.

Geographic Analysis

An in-depth geographic analysis of the industry provides detailed qualitative and quantitative insights into the five major regions (North America, Europe, Asia-Pacific, Latin America, and the Middle East & Africa) and the coverage of major countries in each region. In 2026, North America is estimated to account for the largest share of the global CAES market, driven by existing commercial CAES facilities, renewable energy integration needs, grid reliability requirements, and favorable geological conditions in multiple regions including salt formations in the Gulf Coast and Midwest, depleted gas reservoirs, and aquifers. Asia-Pacific is projected to register the highest CAGR during the forecast period, fueled by massive renewable energy capacity additions in China and India, government energy storage mandates, grid modernization investments, and geological storage potential. The region's rapid renewable deployment and increasing electricity demand are creating substantial market opportunities.

Key Questions Answered in the Report-

• What is the current revenue generated by the compressed air energy storage market globally?
• At what rate is the global compressed air energy storage demand projected to grow for the next 7-10 years?
• What are the historical market sizes and growth rates of the global compressed air energy storage market?
• What are the major factors impacting the growth of this market at the regional and country levels? What are the major opportunities for existing players and new entrants in the market?
• Which segments in terms of system design, storage capacity, round-trip efficiency, and project scale are expected to create major traction for the manufacturers in this market?
• What are the key geographical trends in this market? Which regions/countries are expected to offer significant growth opportunities for the companies operating in the global compressed air energy storage market?
• Who are the major players in the global compressed air energy storage market? What are their specific product offerings in this market?
• What are the recent strategic developments in the global compressed air energy storage market? What are the impacts of these strategic developments on the market?

Scope of the Report:

Compressed Air Energy Storage Market Assessment -- by System Design

• Diabatic CAES
• Adiabatic CAES
• Isothermal CAES
• Hybrid Systems

Compressed Air Energy Storage Market Assessment -- by Storage Capacity

• 10-100 MW
• 100-300 MW
• Above 300 MW

Compressed Air Energy Storage Market Assessment -- by Round-Trip Efficiency

• 50-70%
• 70-80%
• Above 80%

Compressed Air Energy Storage Market Assessment -- by Project Scale

• Small-Scale (<100 MW)
• Utility-Scale (100-500 MW)
• Large-Scale (>500 MW)

Compressed Air Energy Storage Market Assessment -- by Storage Medium

• Salt Caverns
• Depleted Gas Fields
• Aquifers
• Engineered Caverns

Compressed Air Energy Storage Market Assessment -- by Application

• Renewable Energy Integration
• Grid Balancing
• Peak Shaving
• Other Applications

Compressed Air Energy Storage Market Assessment -- by Geography

• North America
• U.S.
• Canada
• Europe
• Germany
• U.K.
• France
• Spain
• Italy
• Rest of Europe
• Asia-Pacific
• China
• India
• Japan
• South Korea
• Australia & New Zealand
• Rest of Asia-Pacific
• Latin America
• Mexico
• Brazil
• Argentina
• Rest of Latin America
• Middle East & Africa
• Saudi Arabia
• UAE
• South Africa
• Rest of Middle East & Africa

TABLE OF CONTENTS

1. Introduction

2. Research Methodology

3. Executive Summary

4. Market Insights

5. CAES Technology and System Architecture

6. Competitive Landscape

7. Global CAES Market, by System Design

• 7.1. Introduction
• 7.2. Diabatic CAES
• 7.3. Adiabatic CAES (AA-CAES)
• 7.4. Isothermal CAES
• 7.5. Hybrid Systems

8. Global CAES Market, by Storage Capacity

• 8.1. Introduction
• 8.2. Small-Scale (<100 MW)
• 8.3. Medium-Scale (100-300 MW)
• 8.4. Large-Scale (300-500 MW)
• 8.5. Very Large-Scale (>500 MW)

9. Global CAES Market, by Round-Trip Efficiency

• 9.1. Introduction
• 9.2. 40-50% Efficiency
• 9.3. 50-70% Efficiency
• 9.4. 70-80% Efficiency
• 9.5. 80%+ Efficiency

10. Global CAES Market, by Storage Duration

• 10.1. Introduction
• 10.2. Short Duration (2-4 Hours)
• 10.3. Medium Duration (4-8 Hours)
• 10.4. Long Duration (8-12 Hours)
• 10.5. Extended Duration (12+ Hours)

11. Global CAES Market, by Project Scale

• 11.1. Introduction
• 11.2. Utility-Scale (>100 MW)
• 11.3. Commercial-Scale (10-100 MW)
• 11.4. Distributed-Scale (<10 MW)

12. Global CAES Market, by Application

• 12.1. Introduction
• 12.2. Renewable Energy Integration
• 12.3. Peak Shaving and Load Shifting
• 12.4. Grid Stabilization and Ancillary Services
• 12.5. Transmission Congestion Relief
• 12.6. Black Start Capability

13. Global CAES Market, by End-User

• 13.1. Introduction
• 13.2. Electric Utilities
• 13.3. Independent Power Producers
• 13.4. Industrial Energy Users
• 13.5. Grid Operators (ISOs/RTOs)

14. CAES Market, by Geography

• 14.1. Introduction
• 14.2. North America
• 14.3. Europe
• 14.4. Asia-Pacific
• 14.5. Latin America
• 14.6. Middle East & Africa

15. Company Profiles

16. Appendix