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市場調查報告書
商品編碼
2068719
熔鹽儲能市場預測至2034年-全球儲能技術、鹽成分、容量範圍、應用、終端用戶及區域分析Molten Salt Energy Storage Market Forecasts to 2034 - Global Analysis By Storage Technology (Two-Tank Direct System, Two-Tank Indirect System and Single-Tank Thermocline System), Salt Composition, Capacity Range, Application, End User and By Geography |
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根據 Stratistics MRC 預測,全球熔鹽儲能市場預計將在 2026 年達到 50 億美元,並在預測期內以 9.2% 的複合年成長率成長,到 2034 年達到 101 億美元。
熔鹽儲能是一種將熱量儲存在熔鹽中的熱能儲存方法,以備後用。它常用於聚光型太陽熱能發電發電廠,在陽光充足時回收多餘的熱量,並在無陽光時提供電力。由於該系統在高溫環境下運作,因此具有高效率和長期保溫性能。這有助於提高電網可靠性,促進可再生能源的普及,並減少對石化燃料的依賴。它適用於大規模部署,具有高能量密度和經濟效益。目前的研究重點在於提高其性能、材料耐久性和擴充性,進而提升先進清潔能源基礎設施系統的效率。
根據美國能源局下屬的國家可再生能源實驗室 (NREL) 的說法,熔鹽熱能能源儲存系統與聚光型太陽熱能發電(CSP) 工廠相結合,是商業性已驗證的長期儲存技術之一,能夠在日落後持續發電長達 10 至 15 小時。
對可再生能源併網的需求日益成長
可再生能源發電的擴張是熔鹽儲能技術廣泛應用的主要驅動力。隨著太陽能和風力發電日益普及,發電量的波動引發了人們對電網可靠性的擔憂。熔鹽儲能透過在發電高峰期儲存多餘的熱能,並在發電低谷期或用電高峰期釋放出來,有效解決了這個問題。這不僅提升了電網的整體性能,也使得對可再生能源發電波動的管理更加有效。電力公司正在利用這項技術來最大限度地減少能源浪費,增強供電穩定性,並支持長期清潔能源基礎設施的建設,從而確保穩定的電力供應。
高昂的初始投資成本
熔鹽儲能的高昂初始成本是限制市場擴張的主要阻礙因素。耐腐蝕材料、高溫儲能基礎設施和溫度控管系統的相關成本顯著增加了專案預算。與可再生能源發電發電廠和工業設施的整合進一步增加了資本需求。投資者往往因擔心投資回收期長和財務不確定性猶豫不決。此外,複雜的系統設計和技術要求也限制了小規模開發商的進入。因此,高額的資本投入持續阻礙大規模部署,減緩了熔鹽儲能技術在全球廣泛的商業化進程。
長期儲能的需求日益成長
長期儲能解決方案日益成長的需求為熔鹽技術創造了新的機會。與適用於短期使用的傳統電池相比,熔鹽系統能夠長時間儲存熱能,從而更好地應對波動的能源供應。隨著可再生能源的日益普及和電網穩定性的日益複雜,這項特性顯得尤為重要。電力公司正在尋求擴充性且經濟的儲能方案,以提供長期不間斷的電力供應。因此,熔鹽儲能作為一種可行的解決方案,在調節長期能源平衡和確保未來電網可靠性方面正受到越來越多的關注。
電池技術的快速發展
電池儲能技術的快速發展給熔鹽系統帶來了巨大挑戰。鋰離子電池和新一代固態固態電池在各個能源領域都展現出更高的性能、更實惠的價格和擴充性。它們響應速度更快、安裝方式更靈活,並且在許多應用場景中效率更高。成本的持續下降使得電池對電網營運商和可再生能源項目更具吸引力。因此,電池擴大被用於短期和中期儲能應用。這種日益激烈的競爭正在限制熔鹽技術的成長潛力,尤其是在那些需要快速、模組化和適應性強的儲能解決方案的市場。
新冠疫情為熔鹽儲能市場帶來了挑戰,同時也帶來了間接機會。初期,全球物流和製造業的中斷導致熱能儲存單元和系統組件等關鍵設備的生產延遲。監管和勞動力短缺也減緩了可再生能源項目的發展,尤其是聚光型太陽熱能發電(CSP)項目。然而,疫情凸顯了可靠且永續的能源基礎設施的重要性。因此,各國政府將擴大可再生能源發展納入了經濟復甦戰略。這一轉變支撐了熔鹽儲能的長期成長前景,並有助於在疫情期間短期內應對營運和供應鏈限制,維持投資者對該領域的興趣。
在預測期內,雙罐直驅系統細分市場預計將佔據最大的市場佔有率。
由於其高效性和在大規模運作中的可靠性,預計雙罐直儲式儲能系統在預測期內將佔據最大的市場佔有率。該系統透過在兩個獨立的儲存槽中分別運作高溫和低溫鹽來實現高效地儲存和輸送熱能,同時減少能量損失。由於其成熟的運作經驗和穩定性,這種配置被廣泛應用於聚光型太陽熱能發電專案。它具有有效的溫度控制、簡化的維護程序和穩定的能量輸出。其成熟的技術和成熟的擴充性使其成為電力公司和開發商在長期儲能應用中最廣泛採用的系統。
在預測期內,工業部門預計將實現最高的複合年成長率。
在預測期內,受高效熱能系統需求成長和永續性舉措的推動,工業領域預計將呈現最高的成長率。鋼鐵、水泥、化學和製造業等重工業依賴穩定的高溫熱源,因此熔鹽技術非常適合這些產業。日益成長的減少碳排放和控制能源成本的壓力正在推動清潔替代技術的應用。此外,熔鹽系統能夠回收廢熱,從而提高整體製程效率。這些優勢正在加速熔鹽技術在工業領域的應用,使其成為全球成長最快的產業。
在預測期內,歐洲地區預計將佔據最大的市場佔有率,這得益於其對可再生能源的大力投入以及成熟的聚光型太陽熱能發電系統。西班牙和德國等國率先採用了能夠大規模應用熔鹽系統的儲熱技術。支持性的政策框架、嚴格的排放目標以及對清潔能源基礎設施的持續投資,正在鞏固該地區的領先地位。此外,該地區還擁有先進的研究中心和強大的儲能技術實力。成熟的能源公司和正在進行的電網升級改造,進一步加速了熔鹽儲能解決方案在歐洲的廣泛應用。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於可再生能源的強勁成長和電力消耗量的不斷增加。中國、印度和澳洲對太陽能和發電工程的快速投資正在推動對長時能源儲存系統的需求。政府支持清潔能源推廣和大規模基礎設施建設的政策進一步促進了市場成長。工業發展和電網現代化也推動了需求的成長。隨著各方加強減少碳排放和提高能源可靠性,亞太地區正成為熔鹽儲能技術領域成長最快的地區。
According to Stratistics MRC, the Global Molten Salt Energy Storage Market is accounted for $5.0 billion in 2026 and is expected to reach $10.1 billion by 2034 growing at a CAGR of 9.2% during the forecast period. Molten salt energy storage is a thermal storage method that stores heat in molten salts for later use. It is commonly applied in concentrated solar power facilities to capture surplus heat during sunny periods and dispatch it when solar input is not available. The system functions at elevated temperatures, allowing long-duration heat retention with high efficiency. It enhances power grid reliability, facilitates renewable energy adoption, and lowers dependence on fossil fuels. Suitable for large-scale deployment, it provides high energy density and economic benefits. Continuous research focuses on improving performance, material resilience, and scalability for advanced clean energy infrastructure systems efficiency.
According to the U.S. Department of Energy's National Renewable Energy Laboratory (NREL), molten salt thermal energy storage integrated with concentrated solar power (CSP) plants enables electricity generation for up to 10-15 hours after sunset, making it one of the most commercially proven long-duration storage technologies.
Growing demand for renewable energy integration
The expansion of renewable energy deployment is a major factor driving molten salt energy storage adoption. With the increasing penetration of solar and wind energy, fluctuations in power generation create reliability concerns for electricity grids. Molten salt storage addresses this issue by capturing surplus thermal energy during high generation periods and supplying it during low production or peak demand times. This improves overall grid performance and enables better management of renewable energy variability. Power providers are using this technology to minimize energy wastage, enhance supply consistency, and support long-term clean energy infrastructure development for stable electricity delivery.
High initial capital investment
The substantial upfront cost associated with molten salt energy storage acts as a major limiting factor for its market expansion. Expenses related to corrosion-resistant materials, high-temperature storage infrastructure, and thermal management systems significantly increase project budgets. Integration with renewable energy plants or industrial setups further adds to capital requirements. Investors often show reluctance due to extended return-on-investment timelines and perceived financial uncertainty. Moreover, complex system design and engineering requirements restrict participation from smaller developers. Consequently, the high capital expenditure continues to hinder large-scale deployment and slows down broader commercialization of molten salt energy storage technologies worldwide.
Rising demand for long-duration energy storage
Rising demand for extended-duration energy storage solutions is opening new opportunities for molten salt technologies. Compared to conventional batteries that are suited for short-term applications, molten salt systems can retain thermal energy over long periods, enabling better management of fluctuating energy supply. This capability is particularly important as renewable energy integration increases and grid stability becomes more complex. Utilities are seeking scalable and economical storage options capable of providing continuous electricity over extended durations. As a result, molten salt storage is gaining attention as a viable solution for addressing long-term energy balancing and supporting future power system reliability.
Rapid advancement of battery energy storage technologies
Fast progress in battery-based energy storage technologies represents a major challenge for molten salt systems. Lithium-ion batteries and next-generation solid-state solutions are improving in performance, affordability, and scalability across various energy sectors. They provide quicker response capabilities, flexible installation options, and better efficiency in many use cases. Continuous cost reductions make batteries more attractive for grid operators and renewable energy projects. As a result, they are increasingly chosen for short- and medium-duration storage applications. This intensifying competition limits the growth potential of molten salt technologies, particularly in markets requiring fast, modular, and highly adaptable energy storage solutions.
The COVID-19 outbreak created both challenges and indirect opportunities for the molten salt energy storage market. Initially, disruptions in global logistics and manufacturing caused delays in producing essential equipment like thermal storage units and system components. Restrictions and workforce shortages also slowed down renewable energy project development, particularly concentrated solar power installations. However, the pandemic highlighted the need for reliable and sustainable energy infrastructure. As a result, governments incorporated renewable energy expansion into economic recovery strategies. This shift supported long-term growth prospects, helping maintain investor interest in molten salt storage despite short-term operational and supply chain constraints during the crisis period.
The two-tank direct system segment is expected to be the largest during the forecast period
The two-tank direct system segment is expected to account for the largest market share during the forecast period owing to its strong efficiency and reliable performance in large-scale operations. It operates using two separate tanks for hot and cold salt, which helps in efficient thermal energy storage and transfer with reduced energy losses. This configuration is extensively used in concentrated solar power projects due to its established track record and operational stability. It provides effective temperature regulation, simpler maintenance procedures, and consistent energy output. Its technological maturity and proven scalability make it the most widely adopted system among utilities and developers for long-duration energy storage applications.
The industrial sector segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the industrial sector segment is predicted to witness the highest growth rate, driven by rising demand for efficient thermal energy systems and sustainability initiatives. Heavy industries including steel, cement, chemical processing, and manufacturing rely on consistent high-temperature heat, making molten salt technology highly suitable for their operations. Increasing pressure to reduce carbon emissions and manage energy expenses is encouraging adoption of cleaner alternatives. Furthermore, molten salt systems support waste heat recovery and improve overall process efficiency. These advantages are accelerating deployment in industrial applications, positioning this sector as the fastest-growing segment globally.
During the forecast period, the Europe region is expected to hold the largest market share because of its strong commitment to renewable energy deployment and well developed concentrated solar power systems. Countries like Spain and Germany were among the earliest adopters of thermal storage technologies enabling large scale use of molten salt systems. Supportive policy frameworks strict emission reduction goals and ongoing investments in clean energy infrastructure reinforce regional leadership. The region also benefits from advanced research centers and strong technological expertise in energy storage development. Established energy companies and continuous grid upgrades further promote widespread adoption of molten salt storage solutions Europe.
Over the forecast period, the Asia-Pacific region is anticipated to exhibit the highest CAGR, driven by strong growth in renewable energy deployment and rising power consumption. Rapid investments in solar and wind projects across China, India, and Australia are increasing the requirement for long-duration energy storage systems. Supportive government policies promoting clean energy adoption and large infrastructure expansion are further boosting market growth. Industrial development and modernization of power grids also contribute to rising demand. Increasing efforts to lower carbon emissions and enhance energy reliability are positioning Asia-Pacific as the most rapidly expanding region for molten salt energy storage technologies.
Key players in the market
Some of the key players in Molten Salt Energy Storage Market include Abengoa, Acciona, ACWA Power, Aobo Energy Storage, BrightSource Energy, Engie, ESolar, HELIOSCSP, Hyme Energy, Novatec, Sesse-power, SolarReserve, Wilson Solarpower, Torresol Energy, Archimede Solar Energy, SaltX Technology, Siemens Energy and Masen.
In December 2025, Wilson Renewable Energy and Sterling announced a long term strategic partnership framework agreement with Adani Green Energy. The company confirmed that it has already secured the first purchase order under this partnership. The newly received order covers a Balance of System package for three solar power projects located at the Khavda Renewable Energy Park in Gujarat. This region is known as one of the largest renewable energy hubs in the world.
In November 2025, Siemens Energy has signed a contract to design and deliver the power conversion system for Oklo's Aurora powerhouse reactors. The contract will see Siemens Energy conduct detailed engineering and layout activities for a condensing SST-600 steam turbine, an SGen-100A industrial generator, and associated auxiliaries to support Oklo's first advanced reactor, the Aurora powerhouse at Idaho National Laboratory.
In August 2025, Engie SA has recently signed its first 100% virtual storage agreement in the Australian market, a five-year, derivatives-only deals with Australia's AGL Energy Limited. The contract represents a financial structure that replicates how a battery works on the market. The agreement enables the French company to offer firming capacity to its customers without relying on physical storage assets.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.