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市場調查報告書
商品編碼
1865504
全球長期儲能(LDES)市場:預測至2032年-按時間段、能源容量、技術、應用、最終用戶和地區進行分析Long-Duration Energy Storage (LDES) Market Forecasts to 2032 - Global Analysis By Duration (Short-LDES (4-12 hours), Mid-LDES (12-24 hours) and Ultra-LDES (>24 hours)), Energy Capacity, Technology, Application, End User and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球長時儲能 (LDES) 市場規模將達到 55.4 億美元,到 2032 年將達到 143.9 億美元,在預測期內複合年成長率為 14.6%。
長時儲能(LDES)是指能夠將電力儲存數小時甚至數天的解決方案,從而在可再生能源供應波動期間提供可靠的備用電源。透過儲存多餘的風能和太陽能,並在電力短缺時釋放,長時儲能能夠增強電網穩定性,確保電力持續供應。熱能系統、氫能儲存、壓縮空氣和液流電池等技術正在全球日益廣泛的應用。這些系統能夠減少對石化燃料的依賴,降低電力成本,並有助於實現碳減排目標。隨著全球可再生能源裝置容量的成長,長時儲能是實現清潔能源目標、同時提升現代電網可靠性和靈活性的關鍵技術。
根據美國能源局(DOE)的數據,美國計劃透過「能源地球計畫」(Energy Earthshot)在2030年前將長期儲能系統(LDES)的成本降低90%。長期儲能計畫的目標是開發放電持續時間超過10小時且成本顯著降低的儲能系統,從而實現電網的深度脫碳。
擴大可再生能源的整合
風能和太陽能的加速普及是推動長時儲能(LDES)市場發展的最強因素之一。由於這些能源來源受天氣條件影響,因此需要長時儲能系統來儲存多餘的電力,並在發電量下降時將其輸送回電網。這既能防止可再生能源的浪費,又能提高清潔能源的可靠性。各國政府和電力公司正在擴大長時儲能系統的應用,以減少石化燃料備用發電機的使用,並在尖峰時段和發電低谷期維持電網平衡。隨著全球脫碳和淨零排放目標的不斷推進,可再生能源與長時儲能技術的結合應用對於電力產業的轉型至關重要。
高昂的資本成本和緩慢的成本削減
長期儲能系統(LDES)市場擴張面臨的主要挑戰之一是建造和運作長期計劃所需的大量資本投入。氫能、熱能儲存和壓縮空氣等系統需要在設備、安裝和土地方面投入巨資,使其成本高於傳統的電池儲能方案。許多公司由於投資回收期長且其長期經濟效益仍在不斷完善,因此對採用這些系統持謹慎態度。由於該技術相對較新,產量較低,導致系統價格居高不下。在新興國家,缺乏資金支持和高昂的借貸成本構成了額外的障礙。在製造業規模擴大和技術創新降低這些系統成本之前,高昂的前期成本可能會繼續限制長期儲能系統的廣泛應用。
石化燃料調峰電廠的替代方案
逐步淘汰石化燃料調峰電廠,為長時儲能系統市場帶來了強勁的成長機會。傳統的調峰電廠燃燒柴油或天然氣來滿足臨時用電高峰,運作成本高昂,且排放排放眾多。長時儲能系統可以儲存過剩的可再生能源,並在用電高峰期釋放,提供同等的備用電源。這種方法有助於減少污染、降低對燃料的依賴,並淨化空氣。隨著越來越多的國家計劃逐步淘汰老舊的尖峰電廠,電力公司正在尋求環境友善且經濟高效的替代方案。長時儲能系統(LDES)技術提供了一個擴充性的替代方案,為高峰電力需求管理提供了現代化且永續的解決方案。
與短期儲能技術的競爭
低耗能系統(LDES)領域面臨的主要風險之一是鋰離子電池的日益普及。鋰離子電池價格不斷下降,效率不斷提高,且供應廣泛。這些系統擁有強大的產業支援、成熟的供應鏈和長期的商業成功經驗,促使電力公司選擇它們而非更新、續航時間更長的技術。電池壽命和成本的持續改善進一步鞏固了鋰離子電池的市場地位。因此,許多電力系統營運商越來越傾向於使用這些成熟的解決方案來進行可再生能源平衡和尖峰需求管理。如果低耗能系統無法帶來更顯著的經濟效益和更優異的效能,則可能難以與之競爭,導致投資減少,並在能源市場中推廣應用速度放緩。
新冠疫情為低壓儲能系統(LDES)市場帶來了衝擊和機會。供應鏈中斷、工廠停工和旅行限制導致系統製造延誤,計劃運作延後。預算限制和不確定性迫使多家公用事業公司和企業暫停或縮減儲能投資。然而,隨著疫情封鎖期間能源使用模式的改變,對可靠且靈活的電力系統的需求日益凸顯。許多政府已將可再生能源擴張和清潔能源儲存納入經濟復甦計劃,增強了其長期市場前景。儘管面臨短期挑戰,疫情提高了人們對能源可靠性的認知,並重新激發了人們對低壓儲能系統作為未來電網韌性和永續電力發展關鍵解決方案的興趣。
預計在預測期內,電化學領域將佔據最大的市場佔有率。
由於其運作、可靠性以及在可再生能源比例較高的電網中日益成長的應用,預計在預測期內,電化學儲能領域將佔據最大的市場佔有率。液流電池和新興電池設計具有運行時間長、性能穩定和充放電循環效率高等優點,使其成為大規模電力公司的理想選擇。這些系統採用模組化設計,易於擴展,並能夠支援電網平衡、尖峰供電和可再生能源穩定性等關鍵功能。企業和電力公司正選擇電化學儲能作為燃料基備用技術的清潔替代方案。持續的研究、製造成本的下降以及成功的商業部署正在進一步擴大電化學系統在長時儲能領域的作用。
預計在預測期內,可再生能源負載轉移領域將呈現最高的複合年成長率。
受全球太陽能和風能裝置容量快速成長的推動,預計可再生能源負載轉移領域在預測期內將實現最高成長率。將多餘的綠色能源儲存起來,並在發電低谷期或晚間用電高峰期釋放,可確保可再生能源的持續穩定供應。這不僅最大限度地減少了能源浪費,增強了電網穩定性,還提高了可再生能源計劃的效率。能源供應商更傾向於選擇能夠應對短期儲能無法解決的長期波動問題的長時儲能解決方案。隨著電網對清潔能源的依賴程度日益加深,負載轉移在平滑需求、減少對石化燃料的依賴以及確保可再生能源的長期可靠性方面發揮關鍵作用。
預計在整個預測期內,北美將佔據最大的市場佔有率,這主要得益於對清潔能源併網和下一代電網技術的大規模投資。該地區的公用事業公司正在迅速擴大可再生能源裝置容量,從而推動了對能夠應對長達數小時的能源轉換的儲能系統的需求。聯邦和州政府的政策正透過獎勵和永續性措施推動儲能系統的應用。美國和加拿大的研究機構和科技公司正在積極開發先進的電池、熱能和機械能儲存解決方案,以促進其商業化應用。憑藉強大的基礎設施、創新能力和監管支持,北美仍然是推動大規模、長時儲能的關鍵地區,有助於提高電網可靠性並支持可再生能源的擴張。
由於可再生能源裝置容量不斷增加以及對穩定能源供應的需求,預計亞太地區在預測期內將呈現最高的複合年成長率。太陽能和風能發電裝置容量的快速成長促使電力公司安裝長時儲能系統,以便在發電量下降時提供電力。該地區許多國家正在推出獎勵、政策框架和示範計劃,以支持先進的儲能技術並減少對石化燃料備用系統的依賴。工業活動的活性化、人口的成長以及電氣化趨勢使得可靠的電網運作成為重中之重。隨著可再生能源不斷滲透到各國能源系統中,亞太地區有望成為長時儲能解決方案最具活力且成長最快的市場。
According to Stratistics MRC, the Global Long-Duration Energy Storage (LDES) Market is accounted for $5.54 billion in 2025 and is expected to reach $14.39 billion by 2032 growing at a CAGR of 14.6% during the forecast period. Long-Duration Energy Storage (LDES) describes solutions capable of holding electricity for many hours or even days, providing dependable backup when renewable power supply varies. By storing surplus wind or solar energy and releasing it during shortages, LDES strengthens grid stability and ensures continuous power availability. Technologies including thermal systems, hydrogen storage, compressed air, and flow batteries are increasingly being deployed worldwide. These systems help limit fossil-fuel dependence, lower power costs, and support carbon-reduction goals. With global renewable energy capacity rising, LDES has become a key technology for achieving clean-energy targets while improving the reliability and flexibility of modern electricity networks.
According to data from the U.S. Department of Energy (DOE), the U.S. aims to reduce the cost of LDES by 90% by 2030 under its Energy Earthshots Initiative. The "Long Duration Storage Shot" targets storage systems that can deliver 10+ hours of discharge duration at significantly lower cost, enabling deep decarbonization of the grid.
Growing integration of renewable energy
The acceleration of wind and solar deployment is one of the strongest factors boosting the Long-Duration Energy Storage (LDES) market. Because these energy sources fluctuate with weather conditions, longer storage systems are needed to capture surplus electricity and deliver it back to the grid when production drops. This prevents renewable energy waste and makes clean power more dependable. Governments and utility companies are increasingly adopting LDES to limit the use of fossil-fuel backup generators and maintain grid balance during peak demand or low generation hours. With decarbonization and net-zero targets rising worldwide, renewable integration combined with long-duration storage is becoming essential for power sector transformation.
High capital costs and slow cost reduction
A significant challenge limiting the LDES market is the large financial investment needed to build and operate long-duration storage projects. Systems like hydrogen, thermal storage, and compressed air require considerable spending on equipment, installation, and land, making them costlier than conventional battery options. Many companies hesitate because revenue returns are slow and long-term financial benefits are still evolving. Since the technology is relatively new, production volume is low, keeping system prices high. Emerging nations struggle further due to limited financing support and higher borrowing costs. Until manufacturing expands and innovations make these systems cheaper, high upfront expenses will continue to restrict long-duration storage adoption.
Replacement of fossil-fuel peaker plants
The shift away from fossil-fuel peaker plants offers a strong growth pathway for the LDES market. Traditional peaker stations burn diesel or gas to meet temporary demand surges, but they are costly to operate and contribute heavily to emissions. Long-duration storage can supply the same backup power by storing surplus renewable electricity and releasing it during peak hours. This approach cuts pollution, reduces fuel dependence, and supports cleaner air. With more countries planning to phase out outdated peaker plants, utilities are searching for green, cost-efficient alternatives. LDES technologies present a scalable replacement option, enabling a modern, sustainable solution for managing peak energy requirements.
Competition from short-duration battery technologies
One major risk for the LDES sector is the expanding popularity of lithium-ion batteries, which are becoming cheaper, efficient, and widely available. These systems have strong industrial backing, well-established supply chains, and long commercial track records, encouraging utilities to adopt them instead of newer long-duration technologies. Improvements in battery lifespan and cost continue to strengthen lithium-ion's position in the market. As a result, many grid operators prefer these familiar solutions for balancing renewable power and managing peak demand. Without stronger economic benefits and better performance results, LDES may struggle to compete, leading to reduced investment and slower deployment across energy markets.
COVID-19 affected the LDES market with both setbacks and future opportunities. Supply-chain interruptions, factory shutdowns, and travel restrictions slowed system manufacturing and delayed project commissioning. Budget limitations and uncertainty forced several utilities and industries to pause or downsize storage investments. However, as energy usage shifted during lockdowns, the need for dependable and flexible electricity systems became clearer. Many governments included renewable expansion and clean-energy storage in economic recovery programs, strengthening long-term market prospects. Despite short-term hurdles, the pandemic increased awareness of energy reliability, encouraging fresh interest in LDES as a key solution for future grid resilience and sustainable power development.
The electrochemical segment is expected to be the largest during the forecast period
The electrochemical segment is expected to account for the largest market share during the forecast period due to its flexibility, reliability, and growing use across renewable-heavy power networks. Flow batteries and emerging battery designs offer long operating durations, stable performance, and efficient charge-discharge cycles, making them attractive for large utilities. These systems are modular, easy to scale, and capable of supporting critical functions such as grid balancing, peak power supply, and renewable energy firming. Businesses and power operators choose electrochemical storage as a cleaner alternative to fuel-based backup technologies. Continuous research, falling manufacturing costs, and successful commercial installations further expand the role of electrochemical systems in long-duration storage.
The renewable load shifting segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the renewable load shifting segment is predicted to witness the highest growth rate, driven by rapid growth of solar and wind capacity worldwide. By storing surplus green power and releasing it during low-generation periods or evening peaks, it enables continuous and predictable renewable supply. This minimizes energy wastage, enhances grid stability, and improves the efficiency of renewable projects. Energy providers favor long-duration solutions because they can handle longer fluctuations that short-duty storage cannot. With grids becoming increasingly dependent on clean power, load shifting plays a crucial role in balancing demand, reducing fossil-fuel reliance, and enabling long-term renewable reliability.
During the forecast period, the North America region is expected to hold the largest market share, supported by large investments in clean-power integration and next-generation grid technologies. The region's utilities are rapidly adding renewable capacity, which increases demand for storage systems capable of managing multi-hour energy shifts. Federal and state-level policies promote energy-storage deployment through incentives and sustainability commitments. Research centers and technology companies across the U.S. and Canada are actively developing advanced battery, thermal, and mechanical storage solutions, strengthening commercial adoption. With strong infrastructure, innovation, and regulatory backing, North America continues to be the primary region driving large-scale, long-duration energy storage to improve grid reliability and support renewable expansion.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to increasing renewable installations and the need for stable energy supply. Solar and wind capacity are growing quickly, encouraging utilities to adopt long-duration storage that can deliver power when generation drops. Many countries in the region are launching incentives, policy frameworks, and demonstration projects to support advanced storage technologies and reduce dependence on fossil-fuel backup systems. Rising industrial activity, population growth, and electrification trends make reliable grid performance a priority. As renewable power continues to spread across national energy systems, Asia Pacific is becoming the most dynamic and rapidly growing market for long-duration storage solutions.
Key players in the market
Some of the key players in Long-Duration Energy Storage (LDES) Market include ESS, Inc., Highview Power, Energy Dome, Antora Energy, Energy Vault, Sumitomo Electric Industries, Ltd., Eos Energy Enterprises, Invinity Energy Systems, Fluence Inc, NextEra Energy Resources, Form Energy, Ambri, Zenobe Energy, Storelectric and CMBlu.
In September 2025, Highview Power project set to deliver liquid air energy storage to the UK. An engineering-led collaboration between Sulzer and Highview Power will help provide long-duration energy storage at Highview Power's new facility at Carrington, Manchester, which will be the first project to deliver commercial-scale liquid air energy storage to the UK. The signed agreement will see Sulzer supply eight molten salt pumps, five cryopumps and a selection of auxiliary services for the project.
In July 2025, Energy Dome has announced a global commercial partnership with Google using Energy Dome's CO2 Battery technology to enable carbon-free energy for the grids that power Google's operations. Alongside the commercial agreement, Google has made a strategic investment in Energy Dome.
In March 2025, Sumitomo Electric Industries, Ltd. and 3M announce an assembler agreement enabling Sumitomo Electric to offer variety of optical fiber connectivity products featuring 3M(TM) Expanded Beam Optical (EBO) Interconnect technology, a high-performance solution to meet scalability needs of next-generation data centers and advanced network architectures.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.