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市場調查報告書
商品編碼
1889447
熱能儲存市場預測至2032年:按技術、儲存媒體、應用、最終用戶和地區分類的全球分析Thermal Energy Storage Market Forecasts to 2032 - Global Analysis By Technology, Storage Medium, Application, End User, and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年全球熱能儲存市場價值將達到 25 億美元,到 2032 年將達到 38 億美元。
預計在預測期內,熱能儲存將以5.8%的複合年成長率成長。熱能儲存主要指利用熔鹽、相變材料和冷卻水等物質將能量以熱能或冷能的形式儲存的系統。其應用領域包括發電、區域供熱製冷和工業製程。熱能儲存的優點包括將能源使用從尖峰時段時段轉移到低谷時段、提高可再生能源的併網率、提升系統效率、降低營運成本以及為建築物和電網提供更穩定的能源供應。
根據國際再生能源總署(IRENA)發布的《技術展望與儲能分析》,全球熱能儲存(TES)容量預計將快速成長。 IRENA估計,到2030年,作為可再生能源柔軟性解決方案,TES的部署規模可能達到數百吉瓦時。
電力系統現代化與可再生能源併網
全球電網現代化進程以及太陽能、風能等間歇性再生能源來源的快速併網是推動熱能儲存市場發展的關鍵因素。這些系統對於平衡供需、在尖峰時段儲存多餘能源以備低功率期使用至關重要。熱能儲存為能源轉型提供可靠且經濟高效的解決方案,並有助於提升電網穩定性,從而直接支持脫碳目標的實現。這與全球能源轉型政策相契合,將持續促進市場成長並吸引更多投資。
技術和位置特定挑戰
市場擴張面臨巨大的技術和位置特定挑戰。儲熱系統的性能和經濟性高度依賴當地因素,例如地質條件和大型計劃的特定氣候要求。此外,與材料科學相關的技術障礙,例如如何在數千次循環中保持相變材料的完整性,也引發了人們對可靠性的擔憂。這些複雜性導致計劃開發週期長、初始投資成本高,令潛在用戶猶豫不決。
工業應用領域的拓展
熱能儲存技術在工業應用領域擁有巨大的發展潛力。製造業、食品加工業和化工等需要高溫製程熱的產業,正尋求減少對石化燃料的依賴並降低能源成本。熱能儲存技術能夠有效地儲存這些製程中產生的廢熱以及太陽能熱能,以供後續使用。該應用不僅能夠降低營運成本,還能幫助企業實現嚴格的永續性目標,從而開闢一個巨大的新市場。
與蓄電池的競爭
熱能儲存市場面臨的最大威脅是來自快速發展的電池技術(尤其是鋰離子電池)的激烈競爭。電池具有政策支援力道大、成本不斷下降以及儲能意識強等優點。雖然熱能儲存通常在長期應用中具有持續時間和成本優勢,但電池系統的多功能性和模組化特性吸引了當前大部分投資。這種對計劃資金和市場認知度的競爭構成了一項持續的挑戰。
新冠疫情初期對熱能儲存市場造成了衝擊。封鎖和保持社交距離的措施導致供應鏈瓶頸,計劃建設延期。能源需求的暫時下降以及公共產業和工業領域資本支出的凍結,進一步減緩了2020年的新投資。然而,疫情後的復甦凸顯了能源韌性和永續性的重要性。此外,政府針對綠色基礎設施的獎勵策略加快了計劃建設,支撐了市場復甦,並為更強勁的長期成長奠定了基礎。
預計在預測期內,顯熱儲存領域將佔據最大的市場佔有率。
由於顯熱儲能技術成熟、可靠性高,且在聚光型太陽熱能發電發電廠等大型應用中擁有良好的應用記錄,預計在預測期內,顯熱儲能領域將佔據最大的市場佔有率。這些系統技術風險低,且對於公用事業規模的儲能容量而言具有成本效益。此外,現有的基礎設施和豐富的運作經驗使得顯熱儲能成為許多大型工業和發電工程的首選方案,從而確保其在市場上的持續主導地位。
預計在預測期內,相變材料(PCM)細分市場將呈現最高的複合年成長率。
預計在預測期內,相變材料(PCM)領域將實現最高的成長率。這主要歸功於PCM卓越的能量密度,與顯熱相比,PCM能夠建構更緊湊的儲能系統。這項特性對於空間受限的應用至關重要,例如建築通風、空調和商業冷凍。此外,持續的研發工作正在克服傳統的成本和穩定性挑戰,使PCM的應用日益普及。建築和電子產業對高效溫度控管的強勁需求是推動該領域快速擴張的主要因素。
預計在預測期內,歐洲將保持最大的市場佔有率。歐盟嚴格的法規結構以及雄心勃勃且具有法律約束力的可再生能源和碳中和目標鞏固了其主導地位。政府的支持性政策、補貼以及主要技術供應商的高度集中,為計畫的實施創造了理想的環境。此外,北歐和中歐完善的區域供熱系統為大規模儲熱的整合提供了現成的基礎設施,進一步鞏固了該地區在全球市場的主導地位。
預計亞太地區在預測期內將實現最高的複合年成長率,這主要得益於對可再生能源基礎設施的大規模投資,尤其是在中國和印度,以應對不斷成長的電力需求和嚴重的空氣污染。該地區的快速工業化為工業儲熱應用提供了巨大的機遇,有助於降低能源成本。此外,政府的支持措施和聚光型太陽光電裝機量的不斷成長也是關鍵促進因素,使亞太地區成為全球成長最快的儲熱市場。
According to Stratistics MRC, the Global Thermal Energy Storage Market is accounted for $2.5 billion in 2025 and is expected to reach $3.8 billion by 2032, growing at a CAGR of 5.8% during the forecast period. Thermal energy storage focuses on systems that store energy as heat or cold using materials such as molten salts, phase-change materials, or chilled water. It serves applications in power generation, district heating and cooling, and industrial processes. Benefits include shifting energy use from peak to off-peak periods, enabling higher integration of renewables, improving system efficiency, reducing operating costs, and stabilizing energy supply for buildings and grids.
According to IRENA's technology outlooks and energy storage analyses, global thermal energy storage (TES) capacity is expected to grow rapidly IRENA estimates TES deployments could reach the hundreds of GWh scale by 2030 as a flexibility solution for renewables.
Grid Modernization & Renewable Integration
The global push for grid modernization and the rapid integration of intermittent renewable sources, like solar and wind, are primary drivers for the thermal energy storage market. These systems are increasingly vital for balancing supply and demand, storing excess energy during peak generation for use during periods of low output. By providing a reliable and cost-effective solution for energy shifting and enhancing grid stability, thermal storage directly supports decarbonization goals. This is in line with global energy transition policies, which will keep the market growing and attract more investment.
Technical & Site-Specific Challenges
Significant technical and site-specific challenges temper market expansion. The performance and economic viability of thermal storage systems are highly dependent on local factors, including geological conditions for large-scale projects and specific climate demands. Furthermore, technical hurdles related to materials science, such as maintaining the integrity of phase change materials over thousands of cycles, pose reliability concerns. These complexities can lead to extended project development times and higher initial capital costs, deterring potential adopters.
Expansion in Industrial Applications
A significant growth opportunity lies in the expansion of thermal energy storage within industrial applications. Industries with high-temperature process heat requirements, such as manufacturing, food processing, and chemicals, are seeking to reduce their reliance on fossil fuels and lower energy costs. Thermal storage can effectively store waste heat or solar thermal energy for later use in these processes. This application cuts operational expenses and helps corporations meet stringent sustainability targets, opening a substantial new market segment.
Competition from Battery Storage
The most prominent threat to the thermal energy storage market is the intense competition from rapidly advancing battery storage technologies, particularly lithium-ion. Batteries benefit from strong policy support, falling costs, and high public recognition for electricity storage. While thermal storage often has advantages in duration and cost for long-duration applications, the versatility and modularity of battery systems attract a larger share of current investment. This competition for project funding and market mindshare poses a persistent challenge.
The COVID-19 pandemic initially disrupted the thermal energy storage market, causing supply chain bottlenecks and delaying project construction due to lockdowns and social distancing measures. A temporary reduction in energy demand and capital expenditure freezes from utilities and industries further slowed new investments in 2020. However, the recovery phase has underscored the importance of energy resilience and sustainability. Furthermore, government stimulus packages focusing on green infrastructure have since accelerated project pipelines, helping the market rebound and positioning it for stronger long-term growth.
The sensible heat storage segment is expected to be the largest during the forecast period
The sensible heat storage segment is expected to account for the largest market share during the forecast period, attributed to its technological maturity, reliability, and proven track record in large-scale applications such as concentrated solar power (CSP) plants. These systems benefit from lower technological risk and cost-effectiveness for utility-scale storage capacity. Moreover, the extensive existing infrastructure and operational experience make sensible heat the default choice for many large-scale industrial and power generation projects, ensuring its continued market leadership.
The phase change materials (PCMs) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the phase change materials (PCMs) segment is predicted to witness the highest growth rate, driven by PCMs' superior energy density, which allows for much more compact storage systems compared to sensible heat. This characteristic is crucial for space-constrained applications in building HVAC and commercial cooling. Additionally, ongoing R&D is successfully addressing previous cost and stability limitations, making PCMs increasingly viable. The strong demand for efficient thermal management in the construction and electronics sectors is a key factor propelling this segment's rapid expansion.
During the forecast period, the Europe region is expected to hold the largest market share. The European Union's stringent regulatory framework and ambitious binding targets for renewable energy and carbon neutrality firmly anchor this leadership. Supportive government policies, subsidies, and a high concentration of leading technology providers create a fertile environment for adoption. Furthermore, well-established district heating systems across Northern and Central Europe provide a ready-made infrastructure for integrating large-scale thermal storage, solidifying the region's dominant position in the global market.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by massive investments in renewable energy infrastructure, particularly in China and India, to meet soaring electricity demand and address severe air pollution. The region's rapid industrialization presents a major opportunity for industrial thermal storage applications to reduce energy costs. Moreover, supportive government initiatives and the increasing installation of concentrated solar power plants are key drivers positioning Asia Pacific as the fastest-growing thermal energy storage market globally.
Key players in the market
Some of the key players in Thermal Energy Storage Market include Siemens Energy AG, Abengoa S.A., Aalborg CSP A/S, CALMAC Corporation, EVAPCO, Inc., Rondo Energy, Inc., Antora Energy, Inc., EnergyNest AS, Brenmiller Energy Ltd., Malta Inc., Sunamp Ltd, SaltX Technology Holding AB, Burns & McDonnell Engineering Company, Inc., MAN Energy Solutions SE, Dunham-Bush Limited, Baltimore Aircoil Company, DN Tanks, Inc., and Heliogen, Inc.
In October 2025, Aalborg CSP published an update explaining its concept for converting coal-fired power plants into large-scale thermal storage facilities using pit and tank TES to store renewable heat for later use. This positions thermal storage as a repurposing pathway for legacy coal assets.
In October 2025, Rondo Energy announced the start of commercial operation of a 100 MWh Rondo Heat Battery in California, described as the world's largest industrial heat battery and a highly efficient form of electric thermal energy storage providing 24-hour steam from off-grid solar.
In June 2024, Antora announced a $14.5 million ARPA-E award to accelerate launch of its combined heat-and-power thermal battery product, aimed at providing long-duration, high-temperature TES for industry.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.