全球儲能定價趨勢 - 市場影響因素、價格趨勢及未來儲能創新：全球市場分析與預測（2025-2034）

Global Energy Storage Pricing Trends - Market Forces, Pricing Trends, and Future Innovations in Energy Storage: Global Forecasts and Analysis, 2025-2034

出版日期: 2025年06月30日 | 出版商:

Guidehouse Research | 英文 32 Pages | 訂單完成後即時交付

價格

簡介目錄

電動車的快速成長、再生能源滲透率的不斷提高以及對更大電網靈活性的需求不斷增長，推動了對電池儲能系統 (BESS) 的需求快速增長。為此，開發商和公用事業公司正在加大住宅、工商業 (C&I) 和公用事業領域 BESS 的採用力度。同時，電池化學技術的進步、自動化程度的提高以及系統整合度的提高，正在推動成本持續下降，尤其是對於主流的鋰離子電池技術而言。

然而，前景並非沒有課題。例如，在美國，監管的不確定性和關稅政策正在減緩價格下降的速度。在全球範圍內，供應過剩和供應鏈不穩定可能會阻礙成本的進一步改善。

本報告詳細分析了這些動態，並基於情境預測了截至 2034 年的鋰離子電池儲能系統 (BESS) 的價格。預測結果按地區（美國、歐洲、全球）、客戶類型和系統運行小時數分類。報告提供了每個組件的詳細成本明細，包括電池組、電源轉換系統 (PCS) 和安裝成本。

除鋰離子電池外，該報告還對鈉離子 (Na-ion) 和液流電池等下一代技術進行了理論分析，以評估其規模化成本競爭力。該報告還涵蓋了鋰離子電池價值鏈結構，並探討了區域競爭格局、垂直整合策略以及原材料取得的重要性將如何影響長期競爭力。

Global demand for battery energy storage systems (BESS) is accelerating, driven by the rapid growth of electric vehicles (EVs), increasing renewable energy penetration, and the need for greater grid flexibility. As a result, developers and utilities are scaling deployments across residential, commercial and industrial (C&I), and

utility-scale segments. At the same time, advances in battery chemistry, automation, and system integration are contributing to steady cost declines particularly for Li-ion systems, which remain the dominant technology.

However, the path forward is not without challenges. In the U.S., regulatory uncertainty and tariffs are slowing price reductions, while globally, overcapacity and supply chain volatility may limit further cost improvements. This report explores these dynamics in depth, providing scenario-based pricing forecasts for Li-ion BESS through 2034. Forecasts are segmented by region (U.S., Europe, and global markets), customer type, and system duration, with detailed breakdowns of cost components such as battery packs, power conversion systems, and installation.

In addition to Li-ion systems, the report includes a theoretical analysis of sodium-ion (Na-ion) and flow battery technologies, assessing their potential to compete on cost if scaled. It also examines the structure of the Li-ion value chain, highlighting regional competition, vertical integration strategies, and the role of raw material access in shaping long-term competitiveness. This report is designed to help stakeholders across the energy storage ecosystem understand pricing trends, evaluate investment opportunities, and navigate an increasingly complex market landscape.

1. Executive Summary

1.1 Introduction
1.2 Market Forecast

2. Market Issues

2.1 Drivers
- 2.1.1 Technological Advances
  - 2.1.1.1 LFP Adoption
  - 2.1.1.2 Liquid Cooling Systems
  - 2.1.1.3 Increased Cell and Container Size
  - 2.1.1.4 Automation of BESS Production
  - 2.1.1.5 Solid-State Batteries
- 2.1.2 Increased Competition and Vertical Integration
- 2.1.3 Declining Lithium Prices
2.2 Barriers
- 2.2.1 U.S. Regulations and Tariffs
- 2.2.2 New Manufacturers in the Market
- 2.2.3 Overcapacity from Increased Competition
2.3 Pricing

3. Industry Value Chain

3.1 Li-ion Battery Production
- 3.1.1 Regional Competition
- 3.1.2 Vertical Integration and Competitive Dynamics

4. Market Forecasts

4.1 Assumptions and Methodology
4.2 Forecast Definitions
4.3 Global Forecasts for BESS Pricing
- 4.3.1 Utility Scale
4.4 Regional Forecasts for Li-ion BESS Pricing
- 4.4.1 U.S.
  - 4.4.1.1 Residential
  - 4.4.1.2 C&I
  - 4.4.1.3 Utility Scale
  - 4.4.1.3.1 1-Hour Duration
  - 4.4.1.3.2 2-Hour Duration
  - 4.4.1.3.3 4-Hour Duration
- 4.4.2 Europe
  - 4.4.2.1 Utility Scale