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市場調查報告書
商品編碼
2000428
電池護照和二次儲能市場預測至2034年-按產品類型、電池類型、組件、技術、應用和地區分類的全球分析Battery Passport & Second-Life Energy Storage Market Forecasts to 2034 - Global Analysis By Product, By Battery Type, By Component, By Technology, By Application and By Geography |
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根據 Stratistics MRC 的數據,全球電池護照和二次儲能市場預計將在 2026 年達到 75 億美元,並在預測期內以 26% 的複合年成長率成長,到 2034 年達到 485 億美元。
電池護照和二次能源儲存是指追蹤電池生命週期資料並實現電池在首次使用後重複利用的技術和系統。電池護照儲存電池的來源、成分、性能歷史和環境影響等信息,有助於提高可追溯性和合規性。電池在電動車中首次使用後,通常會重新用於其他用途,例如固定式儲能。這些解決方案可以延長電池壽命、減少廢棄物並提高資源利用效率。它們還支持循環經濟模式,實現可再生能源的儲存以及對鋰、鈷和鎳等關鍵材料的妥善管理。
對電池生命週期追蹤的需求日益成長
電池護照提供數位化記錄,追蹤電池的來源、成分、性能和回收狀態。這種透明度使製造商、監管機構和消費者更容易監控電池的永續性和合規性。隨著電動車和能源儲存系統的快速普及,電池生命週期管理變得日益重要。電池護照還提供必要的技術數據,支援電池的回收和再利用工作。隨著全球電池產量的成長,對生命週期追蹤解決方案的需求也持續成長。
缺乏標準化的電池數據框架
不同的電池製造商使用不同的資料格式和追蹤系統,這使得在整個供應鏈中建立統一的電池護照平台變得困難。缺乏通用標準,製造商、回收商和能源公司之間就難以共用電池資訊。此外,缺乏統一的監管指南也減緩了部分地區的應用。這些挑戰可能會延緩電池護照解決方案的大規模部署。
拓展二次電池的應用
廢棄電動車電池通常仍能保留相當一部分原始容量。這些電池可以重新用於固定式儲能應用。二手電池正擴大應用於可再生能源儲存、電網穩定和備用電源系統。電池護照系統有助於追蹤電池的健康狀況和可重複使用性。隨著全球可再生能源裝置容量的成長,對二手儲能解決方案的需求預計也將成長。
回收電池的安全風險
二手電池的性能會隨時間劣化而下降並出現波動。不當操作或監控不足會導致過熱、短路和其他安全危險。確保翻新電池的性能和安全標準至關重要。製造商和監管機構必須實施嚴格的測試和監控程序。如果無法充分解決安全問題,可能會阻礙二手電池系統的普及應用。
新冠疫情對電池護照和二次儲能市場產生了一定程度的影響。疫情初期,供應鏈中斷影響了電池生產和回收業務,電動車製造也經歷了短暫的放緩。然而,疫情加速了對可再生能源和永續技術的投資。世界各國政府實施了綠色復甦計劃,以支持電池創新和循環經濟措施。
在預測期內,鋰離子電池細分市場預計將成為規模最大的市場。
預計在預測期內,鋰離子電池將佔據最大的市場佔有率。這是因為鋰離子技術在電動車和儲能產業中佔據主導地位。這些電池具有高能量密度、長循環壽命和卓越的性能。目前,大多數電池護照計畫都專注於電動車中使用的鋰離子電池。追蹤這些電池的生命週期對於回收和二次利用至關重要。隨著全球電動車普及率的持續成長,鋰離子電池將繼續成為電池護照系統的重點。
預計在預測期內,可再生能源併網領域將呈現最高的複合年成長率。
在預測期內,由於對儲能解決方案的需求不斷成長,可再生能源併網領域預計將呈現最高的成長率。太陽能和風能等再生能源來源需要高效率的儲能系統來應對間歇性發電。二手電池為固定式儲能提供了經濟高效的選擇。這些電池可以儲存多餘的可再生能源,並在用電高峰期供電。電池通行證系統支援安全且有效率地部署再利用電池。隨著全球可再生能源裝置容量的擴大,預計該領域將快速成長。
在預測期內,亞太地區預計將佔據最大的市場佔有率,這主要得益於其在電池和電動車製造商中的強大實力。中國、日本和韓國等國家是鋰離子電池生產領域的全球領導者。該地區電動車的普及和儲能計劃也正經歷快速成長。這些國家的政府正在大力投資電池技術研發和回收基礎建設。此外,大規模的製造生態系統也為電池生命週期追蹤解決方案的普及提供了支援。
在預測期內,歐洲地區預計將呈現最高的複合年成長率,這主要得益於強力的監管措施,這些措施旨在促進電池永續性和循環經濟實踐。歐盟已訂定政策,強制要求電池護照和負責任的電池回收。這些法規鼓勵製造商實施透明的電池生命週期追蹤系統。歐洲也正在大力投資可再生能源基礎設施和儲能計劃。不斷擴大的電動車市場進一步推動了對電池再利用和回收解決方案的需求。預計這些趨勢將推動該地區市場快速成長。
According to Stratistics MRC, the Global Battery Passport & Second-Life Energy Storage Market is accounted for $7.5 billion in 2026 and is expected to reach $48.5 billion by 2034 growing at a CAGR of 26% during the forecast period. Battery Passport & Second-Life Energy Storage refers to technologies and systems that track battery lifecycle data and enable reuse of batteries after their initial application. A battery passport stores information about origin, composition, performance history, and environmental impact, improving traceability and regulatory compliance. After primary use commonly in electric vehicles batteries can be repurposed for second-life applications such as stationary energy storage. These solutions extend battery lifespan, reduce waste, and improve resource efficiency. They support circular economy models while enabling renewable energy storage and better management of critical materials such as lithium, cobalt, and nickel.
Growing demand for battery lifecycle tracking
Battery passports provide digital records that track the origin, composition, performance, and recycling status of batteries. This transparency helps manufacturers, regulators, and consumers monitor battery sustainability and compliance. With the rapid growth of electric vehicles and energy storage systems, managing battery lifecycles has become increasingly important. Battery passports also support recycling and reuse initiatives by providing essential technical data. As battery production increases globally, the demand for lifecycle tracking solutions continues to expand.
Lack of standardized battery data frameworks
Different battery manufacturers use varying data formats and tracking systems. This makes it difficult to create unified battery passport platforms across the supply chain. Without common standards, sharing battery information between manufacturers, recyclers, and energy operators becomes challenging. The absence of harmonized regulatory guidelines also slows implementation in some regions. These issues can delay large-scale adoption of battery passport solutions.
Expansion of second-life battery applications
Used electric vehicle batteries often retain a large portion of their original capacity. These batteries can be repurposed for stationary energy storage applications. Second-life batteries are increasingly used in renewable energy storage, grid stabilization, and backup power systems. Battery passport systems help track battery health and suitability for reuse. As renewable energy installations increase globally, the demand for second-life energy storage solutions is expected to grow.
Safety risks in reused batteries
Second-life batteries may experience degradation or performance variability over time. Improper handling or inadequate monitoring could lead to overheating, short circuits, or other safety hazards. Ensuring reliable performance and safety standards for reused batteries is a key challenge. Manufacturers and regulators must implement strict testing and monitoring procedures. If safety concerns are not properly addressed, adoption of second-life battery systems may slow.
The COVID-19 pandemic had a moderate impact on the Battery Passport and Second-Life Energy Storage market. During the early stages of the pandemic, disruptions in supply chains affected battery production and recycling operations. Electric vehicle manufacturing also experienced temporary slowdowns. However, the pandemic accelerated investments in renewable energy and sustainable technologies. Governments introduced green recovery programs that supported battery innovation and circular economy initiatives.
The lithium-ion batteries segment is expected to be the largest during the forecast period
The lithium-ion batteries segment is expected to account for the largest market share during the forecast period as lithium-ion technology dominates the electric vehicle and energy storage industries. These batteries offer high energy density, long cycle life, and strong performance characteristics. Most battery passport initiatives are currently focused on lithium-ion batteries used in electric vehicles. Tracking the lifecycle of these batteries is critical for recycling and second-life applications. As global EV adoption continues to increase, lithium-ion batteries will remain the primary focus of battery passport systems.
The renewable energy integration segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the renewable energy integration segment is predicted to witness the highest growth rate due to increasing demand for energy storage solutions. Renewable energy sources such as solar and wind require efficient storage systems to manage intermittent power generation. Second-life batteries provide a cost-effective option for stationary energy storage. These batteries can store excess renewable energy and supply electricity during peak demand periods. Battery passport systems help ensure safe and efficient deployment of reused batteries. As renewable energy installations expand globally, this segment is expected to grow rapidly.
During the forecast period, the Asia Pacific region is expected to hold the largest market share owing to the strong presence of battery manufacturers and electric vehicle producers. Countries such as China, Japan, and South Korea are global leaders in lithium-ion battery production. The region has also seen rapid growth in electric vehicle adoption and energy storage projects. Governments are investing heavily in battery technology development and recycling infrastructure. Additionally, the large manufacturing ecosystem supports the implementation of battery lifecycle tracking solutions.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR driven by strong regulatory initiatives promoting battery sustainability and circular economy practices. The European Union has introduced policies requiring battery passports and responsible battery recycling. These regulations encourage manufacturers to implement transparent battery lifecycle tracking systems. Europe is also investing heavily in renewable energy infrastructure and energy storage projects. The growing electric vehicle market further supports the need for battery reuse and recycling solutions. These developments are expected to drive rapid market growth in the region.
Key players in the market
Some of the key players in Battery Passport & Second-Life Energy Storage Market include Tesla Inc., LG Energy Solution, Panasonic Holdings Corporation, CATL, Samsung SDI, BYD Company Ltd., Northvolt AB, Contemporary Amperex Technology, Umicore, Circunomics GmbH, Redwood Materials, Bosch GmbH, Siemens Energy, ABB Ltd. and Honeywell International Inc.
In February 2026, Tesla agreed with LG Energy Solution to produce lithium iron phosphate (LFP) batteries for its Megapack products at LG's 50 GWh plant in Michigan . This strategic move diversifies Tesla's supply chain for stationary storage and strengthens compliance with U.S. Inflation Reduction Act requirements.
In June 2025, LG Energy Solution established Green Metals Battery Innovations, LLC, a joint venture with Toyota Tsusho in North Carolina . The facility will process 13,500 tons of battery scrap annually (equivalent to over 40,000 automotive batteries) to extract black mass for a closed-loop battery system.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.