全球儲能價格趨勢:固定電網規模和 BTM 電池存儲的預測 (2023-2032)
市場調查報告書
商品編碼
1269460

全球儲能價格趨勢:固定電網規模和 BTM 電池存儲的預測 (2023-2032)

Global Energy Storage Pricing Trends: Stationary Grid-Scale and Behind-the-Meter Battery Storage Systems Forecasts, 2023-2032

出版日期: | 出版商: Guidehouse Insights | 英文 34 Pages; 30 Tables, Charts & Figures | 訂單完成後即時交付

價格

本報告考察了具有重疊技術和供應商的固定存儲市場,並提供了已安裝系統和組件的定價分析等信息。

內容

第 1 章執行摘要

  • 市場動態
  • 市場預測

第二章市場問題

  • 市場概覽
  • 儲能技術簡介
    • 鋰離子電池
    • 先進鉛酸電池
    • 壓縮空氣儲能
    • 液流電池
    • 飛輪
    • 鈉電池
    • 天然氣發電
    • 抽水蓄能發電
    • 超級電容器
  • 動力
    • 技術進步
    • 政策進展
    • 製造進度
  • 屏障
    • 對短期通脹的影響
    • 高需求和行業間的競爭
    • 材料和供應鏈障礙
  • 網格存儲項目的成本構成
  • 分佈式儲能項目的成本構成

第三章產業價值鏈

  • 鋰離子電池價值流組成部分
    • 上游影響
    • 對中游的影響
    • 下游影響

第四章市場預測

  • 調查方法
  • 鋰離子電池價格
  • 網格存儲項目的技術比較
  • 鋰離子 ESS 項目定價:按組件
    • 住房
    • C&I
    • 效用等級

第 5 章結論和建議

  • 要點
  • 推薦
    • ESS 供應商
    • 存儲適配器

第 6 章縮略語列表

第 7 章目錄

第 8 章圖表

第9章研究範圍、來源與研究方法、註釋

Product Code: MF-ESPF-23

The stationary energy storage market is undergoing rapid and significant changes, resulting in a push and pull effect on system pricing. As grid operators and end users around the world aim for aggressive decarbonization targets, energy storage plays an integral role in the mix of technology solutions. Lithium ion (Li-ion) battery manufacturers are rushing to ramp up manufacturing capacity as demand soars from the stationary and mobility sectors.

Several internal and external factors have contributed to sharp price increases for grid-scale Li-ion energy storage systems (ESS) over the past 2 years. With limited options for mature, clean, dispatchable technologies and with fast-approaching clean electric mandates, current demand among many utilities has proven to be inelastic. While higher than average global inflation and rising demand have driven prices up in the short term, longer-term challenges such as limited raw material availability and refining and manufacturing capacity are prevalent throughout the Li-ion supply chain. These challenges are being met with robust new developments from battery manufacturers, technology developers, and political leaders, resulting in a complex and fast-moving market for the foreseeable future.

This report provides analysis and detailed projections through 2032 of installed system and component prices for stationary storage markets with overlapping technologies and vendors: residential energy storage, commercial and industrial (C&I) energy storage, and utility-scale energy storage of varying system durations. The report focuses primarily on pricing specifics for Li-ion ESS-the predominant technical solution in the marketplace today-but also includes comparison pricing for other advanced stationary storage technologies.

Table of Contents

1. Executive Summary

  • 1.1 Market Update
  • 1.2 Market Forecast

2. Market Issues

  • 2.1 Market Overview
  • 2.2 Introduction to Energy Storage Technologies
    • 2.2.1 Li-Ion Batteries
    • 2.2.2 Advanced Lead-Acid Batteries
    • 2.2.3 Compressed Air Energy Storage
    • 2.2.4 Flow Batteries
    • 2.2.5 Flywheels
    • 2.2.6 Sodium-Based Batteries
    • 2.2.7 Power to Gas
    • 2.2.8 Pumped Hydro Storage
    • 2.2.9 Ultracapacitors
  • 2.3 Drivers
    • 2.3.1 Technical Advances
    • 2.3.2 Policy Advances
    • 2.3.3 Manufacturing Advances
  • 2.4 Barriers
    • 2.4.1 Short-Term Inflation Impacts
    • 2.4.2 High Demand and Competition among Industries
    • 2.4.3 Material and Supply Chain Hurdles
  • 2.5 Cost Components of Grid Storage Projects
  • 2.6 Cost Components of Distributed Energy Storage Projects

3. Industry Value Chain

  • 3.1 Li-Ion Battery Value Stream Components
    • 3.1.1 Upstream Impacts
    • 3.1.2 Midstream Impacts
    • 3.1.3 Downstream Impacts

4. Market Forecasts

  • 4.1 Methodology
  • 4.2 Li-Ion Cell Prices
  • 4.3 Grid Storage Project Technology Comparisons
  • 4.4 Li-Ion ESS Project Pricing by Component
    • 4.4.1 Residential
    • 4.4.2 C&I
    • 4.4.3 Utility Scale

5. Conclusions and Recommendations

  • 5.1 Key Takeaways
  • 5.2 Recommendations
    • 5.2.1 ESS Vendors
    • 5.2.2 Storage Adopters

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes

List of Tables

Grid Storage Project Cost Components and Base, Low, and High Case Assumptions

  • Utility-Scale Li-Ion Battery System Pricing by System Duration, 20 MW, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Large Format Li-Ion Battery Cell Pricing by Technology Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale ESS CAPEX Assumptions by Technology, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, Base Case, Average Installed Costs, US: 2023-2032
  • Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, High Case, Average Installed Costs, US: 2023-2032
  • Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, Low Case, Average Installed Costs, US: 2023-2032
  • C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, Base Case, Average Installed Costs, US: 2023-2032
  • C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, High Case, Average Installed Costs, US: 2023-2032
  • C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, Low Case, Average Installed Costs, US: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, High Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, Low Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, High Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, Low Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, High Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, Low Case, Average Installed Costs, World Markets: 2023-2032

List of Figures

  • Utility-Scale Li-Ion Battery System Pricing by System Duration, 20 MW, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Large Format Li-Ion Battery Cell Pricing by Technology Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale ESS CAPEX Assumptions by Technology, Base Case, Average Installed Costs per kW, World Markets: 2023-2032
  • Utility-Scale ESS CAPEX Assumptions by Technology, Base Case, Average Installed Costs per kWh, World Markets: 2023-2032
  • Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, Base Case, Average Installed Costs, US: 2023-2032
  • C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, Base Case, Average Installed Costs, US: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032

Battery Material Mining & Refining Capacity

Li-ion Battery Value Chain