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市場調查報告書
商品編碼
1876708
2032年電網級儲能市場預測:按技術、所有權模式、經營模式、應用、最終用戶和區域分類的全球分析Grid-Scale Energy Storage Market Forecasts to 2032 - Global Analysis By Technology, Ownership Model, Business Model, Application, End User, and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球電網級儲能市場價值將達到 325 億美元,到 2032 年將達到 1,545 億美元。
預計在預測期內,電網級儲能將以24.9%的複合年成長率成長。電網級儲能整合了大型電池、抽水蓄能和熱能儲存技術,以平衡整個電網的供需。這提高了可再生能源的調度能力,改善了電網穩定性,並減少了對調峰電廠的依賴。電力公司、獨立發電企業和電網營運商正在利用儲能技術進行頻率穩定、降低尖峰需求和提供備用電源。電池成本下降、扶持政策以及可再生能源滲透率的提高正在推動相關投資。
根據國際能源總署(IEA)的數據,到 2022 年底,電網級電池儲能設施的總裝置容量將達到約 28GW,預計電池將繼續推動儲能設施的成長。
更廣泛地整合間歇性再生能源來源
間歇性再生能源來源併網程度的不斷提高,推動了對電網級儲能的需求,以平抑供電波動並穩定電網。電池和其他儲能系統在可再生發電高峰期儲存過剩電能,並在發電量較低時釋放,從而提高系統可靠性並減少棄風棄光。這種併網方式有助於提高可再生滲透率,支持輔助服務,並延緩基礎設施升級,使儲能成為公用事業公司和電網營運商在經濟上極具吸引力的選擇。此外,政策獎勵和技術成本的下降也進一步加速了儲能技術的部署。
初始投資成本高,投資回收期長
儘管電網級儲能具有許多營運優勢,但其高昂的初始資本成本和較長的投資回收期限制了其普及應用。電池、安裝和併網都需要大量投資,而收益則取決於市場結構、收費系統和運轉率。不明確的法規結構和分散的獎勵機制延長了投資回收期,並可能阻礙保守的電力公司和投資者。資金籌措機制和價值疊加策略正在不斷發展,但各地區之間仍存在不平衡,這導致成本敏感型市場的計劃推進進程受阻。
隨著能源需求的成長,業務拓展至新興市場
快速電氣化、可再生能源裝置容量的成長以及電網現代化改造的需求,正在推動對靈活性和可靠性服務的需求。在許多地區,老化的基礎設施和輸電限制使得社區儲能成為抑低尖峰負載和延緩資本密集升級改造的理想選擇。本地夥伴關係、客製化資金籌措和模組化技術降低了市場准入門檻,使供應商能夠獲得長期合約並支持永續能源轉型。優惠融資和補貼將進一步推動市場成長。
關鍵物資供應鏈中斷
關鍵材料供應鏈中斷對電網級儲能市場構成重大威脅,導致生產受限和成本上升。電池化學體系對某些礦物的依賴使製造商面臨地緣政治風險、出口限制和原物料價格波動。物流瓶頸和加工能力集中在少數國家可能導致計劃延期和資金需求增加。製造商正在努力實現供應來源多元化、實施回收計劃並採用替代化學體系,但這些措施需要時間和投資才能有效擴大規模。
關鍵材料供應鏈中斷對電網級儲能市場構成重大威脅,因為這會限制生產並增加成本。電池化學體系對某些礦物的依賴使製造商面臨地緣政治風險、出口限制和原物料價格波動。物流瓶頸和加工能力集中在少數國家會導致計劃延期和資金需求增加。製造商正在尋求供應來源多元化、回收計劃和替代化學體系,但這些措施需要時間和投資才能有效擴大規模。
預計在預測期內,公共產業所有權部門將佔據最大的市場佔有率。
預計在預測期內,公共產業公司擁有的儲能系統將佔據最大的市場佔有率,因為整合大規模儲能系統能夠幫助公用事業公司最佳化電網運作並滿足公共產業要求。公共產業允許其進行協調運行,從而實現頻率調節、抑低尖峰負載並延緩輸電投資,最終帶來多元化的收入來源。公共產業能夠大量採購、有效利用財務資源並進行長期規劃,這有助於其降低成本,並使儲能計劃與整體系統需求保持一致。隨著法規結構朝著有利於靈活性的方向發展,公共產業正在主導各地區的儲能系統應用。
預計在預測期內,儲能即服務(ESaaS)細分市場將呈現最高的複合年成長率。
預計在預測期內,儲能即服務 (ESaaS) 領域將呈現最高的成長率,因為客戶對營運靈活性和前期成本的需求日益成長。 ESaaS 使聚合商能夠匯集資產並參與市場,從而實現頻率響應和需求費用管理等服務的商業化。技術標準化、先進的控制軟體和不斷發展的收費系統增強了基於服務的產品的商業價值。因此,ESaaS 可以透過客製化的商業合約和效能保證,開拓新的客戶群和地理市場。
亞太地區預計將在預測期內保持最大的市場佔有率,這主要得益於可再生能源的快速普及、工業電氣化以及公共產業的強勁投資。中國、日本、韓國和澳洲在容量擴張和採購計畫方面處於主導,這些計畫優先考慮儲能以整合可變發電。大規模的輸電網升級和配套的政策框架,包括容量市場和獎勵機制,正在吸引國內外供應商。不斷擴大的製造能力和本地計劃儲備進一步鞏固了該地區的市場主導地位。
預計亞太地區在預測期內將實現最高的複合年成長率,不斷成長的能源需求和政策支持將推動儲能技術的快速普及。電氣化率的提高、可再生能源的增加以及對電網韌性的投資,正在為東南亞、印度和中國市場帶來強勁的利多因素。電池成本的下降和本地製造業的發展正在改善計劃的經濟效益,而國際供應商正與當地企業合作,擴大部署規模。與成熟市場相比,這些趨勢使該地區有望實現更快的成長。
According to Stratistics MRC, the Global Grid-Scale Energy Storage Market is accounted for $32.5 billion in 2025 and is expected to reach $154.5 billion by 2032, growing at a CAGR of 24.9% during the forecast period. Grid-scale energy storage integrates large batteries, pumped hydro, thermal storage, and other technologies to balance supply and demand across electricity networks. It enables renewables to be dispatchable, improves grid stability, and reduces reliance on peaker plants. Utilities, independent power producers, and system operators use storage to keep the frequency stable, cut down on peak demand, and provide backup power. Falling battery costs, supportive policies, and rising renewable penetration drive investment.
According to the IEA, total installed grid-scale battery storage capacity was close to 28 GW at the end of 2022, with batteries projected to lead storage growth.
Rising integration of intermittent renewable energy sources
Rising integration of intermittent renewable energy sources drives demand for grid-scale energy storage by balancing supply variability and stabilizing grids. When renewable energy output is at its highest, batteries and other storage systems store the extra energy and release it when output drops. This makes the system more reliable and cuts down on curtailment. This integration enables higher renewable penetration, supports ancillary services, and defers infrastructure upgrades, making storage economically attractive for utilities and system operators. Additionally, policy incentives and falling technology costs further accelerate deployments.
High upfront capital costs and long payback periods
High upfront capital costs and long payback periods limit the adoption of energy storage systems at a grid scale despite operational benefits. Significant investment is required for batteries, installation, and grid interconnection, while revenue streams depend on market structures, tariffs, and capacity factors. Uncertain regulatory frameworks and fragmented incentive schemes can extend payback timelines, deterring conservative utility and investor appetite. Financing mechanisms and value-stacking strategies are evolving but remain uneven across regions, slowing project pipelines in cost-sensitive markets.
Expansion into emerging markets with growing energy demand
Rapid electrification, rising renewable installations and grid modernization needs create demand for flexibility and reliability services. In many regions, aging infrastructure and transmission constraints make localized storage attractive for peak shaving and deferral of capital-intensive upgrades. Local partnerships, tailored financing, and modular technologies can lower entry barriers, enabling vendors to capture long-term contracts and support sustainable energy transitions. Concessional finance and subsidies will support market growth.
Supply chain disruptions for critical materials
Supply chain disruptions for critical materials pose a significant threat to the market for grid-scale energy storage by constraining production and raising costs. Dependence on specific minerals for battery chemistries exposes manufacturers to geopolitical risks, export controls, and raw material volatility. Logistics bottlenecks and concentration of processing capacity in a few countries can delay project timelines and increase capital requirements. Manufacturers are diversifying supply sources, recycling initiatives, and alternative chemistries, but these responses require time and investment to scale effectively.
Supply chain disruptions for critical materials pose a significant threat to the market for grid-scale energy storage by constraining production and raising costs. Dependence on specific minerals for battery chemistries exposes manufacturers to geopolitical risks, export controls, and raw material volatility. Logistics bottlenecks and concentration of processing capacity in a few countries can delay project timelines and increase capital requirements. Manufacturers are diversifying supply sources, recycling initiatives, and alternative chemistries, but these responses require time and investment to scale effectively.
The utility-owned segment is expected to be the largest during the forecast period
The utility-owned segment is expected to account for the largest market share during the forecast period because utilities can integrate large-scale storage to optimize grid operations and meet regulatory obligations. Utility ownership enables coordinated dispatch for frequency regulation, peak shaving, and deferred transmission investments, capturing multiple revenue streams. Utilities can buy in bulk, use their financial resources effectively, and plan for the long term, which helps them save money and align storage projects with their overall system needs As regulatory frameworks evolve to value flexibility, utilities lead deployments across regions.
The energy storage-as-a-service (ESaaS) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the energy storage-as-a-service (ESaaS) segment is predicted to witness the highest growth rate as customers increasingly prefer operational flexibility and lower upfront costs. ESaaS allows aggregators to pool assets for market participation, monetizing services like frequency response and demand charge management. Technology standardization, sophisticated control software, and evolving tariff structures enhance the business case for service-based offerings. Consequently, ESaaS can unlock new customer segments and geographic markets with tailored commercial arrangements and managed performance guarantees.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, driven by rapid renewable deployment, industrial electrification, and strong utility investment. China, Japan, South Korea, and Australia lead in capacity additions and procurement programs that prioritize storage to integrate variable generation. Large-scale grid upgrades and supportive policy frameworks, including capacity markets and incentive schemes, attract both domestic and international suppliers. Growing manufacturing capability and localized project pipelines further consolidate the region's market dominance.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, as expanding energy demand and policy support drive rapid storage uptake. Rising electrification, increasing renewables, and investment in grid resilience create strong market tailwinds across Southeast Asia, India, and China. Cost reductions in batteries and growing local manufacturing improve project economics, while international vendors partner with local players to scale deployments. These dynamics position the region for accelerated growth relative to mature markets.
Key players in the market
Some of the key players in Grid-Scale Energy Storage Market include Fluence, Tesla, Inc., LG Energy Solution, Ltd., Contemporary Amperex Technology Co. Limited, BYD Company Limited, Siemens Energy AG, ABB Ltd, General Electric Company, Wartsila Corporation, Hitachi Energy, Mitsubishi Power, Ltd., Toshiba Energy Systems & Solutions Corporation, TotalEnergies SE, Eos Energy Enterprises, Inc., ESS Inc., Invinity Energy Systems plc, Enel X Global Retail (Enel X), NextEra Energy, Inc., Black & Veatch Corporation, and NEC Corporation.
In August 2025, Global energy storage technology and energy software services provider Fluence and ACE Engineering have opened a new automated battery storage manufacturing facility in Vietnam's Bac Giang Province. The facility, which boasts an annual manufacturing capacity of 35GWh, will produce Fluence's Gridstack Pro and Smartstack energy storage systems using fully automated production processes designed to enhance productivity and quality control.
In August 2025, CATL, a global leader in innovative energy storage solutions, unveiled its latest technologies in its debut at the Smarter E South America 2025, the largest energy storage exhibition on the continent. TENER Stack currently the World's first stackable, 9MWh ultra-large capacity energy storage system is adaptable to CATL's different cell technologies, offering either up to five years of zero degradation or high-temperature resistance. It is suitable for South America's varied climates, underscoring CATL's commitment to sustainable energy development throughout the region.
In March 2025, LG Energy Solution announced today that it has signed an agreement with PGE, Poland's largest energy sector company, to supply 981MWh of grid-scale ESS batteries between 2026 and 2027. Both companies will collaborate to establish a battery energy storage facility in zarnowiec, Poland. PGE plans to commence the project's commercial operation in 2027.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.