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市場調查報告書
商品編碼
2069176
液態空氣儲能(LAES)市場預測—按儲能容量、技術、應用、最終用戶和地區分類的全球分析—2034年Liquid Air Energy Storage (LAES) Market Forecasts to 2034 - Global Analysis By Storage Capacity (Small-Scale (<5 MW), Medium-Scale (5-50 MW) and Large-Scale (>50 MW)), Technology, Application, End User and By Geography |
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全球液態空氣儲能(LAES)市場預計到 2026 年將達到 2.325 億美元,在預測期內以 19.4% 的複合年成長率成長,到 2034 年將達到 9.605 億美元。
液態空氣儲能(LAES)是能源儲存系統。當可再生能源發電量超過需求時,空氣會被壓縮、冷卻至低溫、液化並儲存在專用儲槽中。在用電高峰期,液化空氣被加熱膨脹,驅動渦輪機發電。這項技術能夠實現長期儲能,提高電網可靠性,並有助於平衡間歇性再生能源來源。液態空氣儲能具有高度擴充性、環境友善性,且不受特定地理條件的限制,因此非常適合在能源基礎設施中廣泛部署。
據英國機械工程師學會( 英國)稱,LAES 系統可實現 50% 至 70% 的往返效率,與抽水蓄能水力發電的效率相當。
擴大可再生能源的引入
可再生能源發電,特別是太陽能和風能的快速發展,顯著增加了對液態空氣儲能(LAES)的需求。這些能源來源波動性大,功率輸出往往不穩定,導致供需不匹配。液態空氣儲能透過在發電高峰期儲存多餘的電力,並在需要時將其轉換回電力,有助於平衡這種不匹配。這確保了更平穩的能源供應,並提高了電網的穩定性。隨著各國政府和各產業推動清潔能源轉型,可再生能源的滲透率將進一步提高,從而推動對可靠、長期儲能技術(如液態空氣儲能)的需求,以有效應對能源波動。
高初始資本投入
液態空氣儲能(LAES)市場的主要限制因素之一是其部署所需的高初始投資。 LAES設施需要昂貴的低溫系統、壓縮機、隔熱儲存槽和複雜的熱交換基礎設施。此外,大規模的工程建設和場地開發進一步增加了資本投入。這些高昂的初始成本使得該技術與現有儲能方案相比競爭力不足。對於小規模電力公司和新興能源營運商而言,證明此類投資的合理性往往十分困難。儘管LAES具有長期的營運優勢,但其高昂的部署成本仍阻礙其快速的市場滲透。
長期儲能解決方案的需求日益成長
對長期儲能技術日益成長的需求,為液態空氣儲能(LAES)市場創造了巨大的成長機會。與放電時間有限的傳統電池系統不同,LAES 可以長時間儲存能量,使其成為應對可再生能源發電波動的理想選擇。隨著太陽能和風能在全球範圍內持續擴張,這一點尤其重要。 LAES 透過儲存多餘的電力,並在發電量長時間低迷時期提供電力,從而支援持續供電。其擴充性和長期穩定供電的能力,使其成為未來儲能基礎設施發展的理想解決方案。
電池儲能技術的快速發展
電池能源儲存系統(BES)的快速發展對液態空氣儲能(LAES)市場構成了重大挑戰。鋰離子電池和固態固態電池等技術在性能、效率和成本方面都在穩步提升。由於基礎設施完善且可靠性已得到驗證,這些系統已在各個領域中廣泛應用。隨著生產規模的擴大和成本的持續下降,電池的競爭力日益增強,尤其是在短期儲能應用領域。這些先進電池技術的興起可能會縮小液態空氣儲能的潛在市場規模,並減緩液態空氣儲能在某些儲能領域的應用。
新冠疫情為液態空氣儲能(LAES)市場帶來了挑戰與機會。疫情初期,旅行限制、勞動力短缺和供應鏈中斷導致能源基礎設施項目延期,包括LAES設施的安裝。建築和製造活動一度停滯,市場成長放緩。然而,這場危機凸顯了韌性能源系統和可靠電力供應的重要性。這種認知的提升激發了人們對先進儲能技術的長期興趣。隨著全球經濟復甦,投資恢復,可再生能源的擴張和儲能技術的開發再次推動了全球LAES計畫的發展。
在預測期內,大型(超過 50 兆瓦)細分市場預計將佔據最大的市場佔有率。
大型(超過 50 兆瓦)儲能系統最能滿足各種電網級儲能需求,預計在預測期內將佔據最大的市場佔有率。此細分市場廣泛用於平衡電力供需、管理尖峰負載以及支援可再生能源併網。大規模儲能系統憑藉著規模經濟優勢,能顯著提高成本效益,因此對電力公司而言極具經濟吸引力。能源供應商傾向於採用大規模空氣儲能系統,因為它們能夠提供持續穩定的輸出並增強電網穩定性。憑藉其在滿足大容量能源需求方面的卓越性能,該細分市場已成為液態空氣儲能市場的主要貢獻者。
預計在預測期內,獨立發電商(IPP)板塊將呈現最高的複合年成長率。
在預測期內,獨立電力生產商 (IPP) 領域預計將呈現最高的成長率,這主要得益於其在可再生能源發電日益重要的角色。這些公司正擴大採用儲能解決方案,以簡化電力交易、應對電價波動並支持可再生能源的併網。低電量儲能系統 (LAES) 具有長期儲能的優勢,並可透過能源套利實現收益最佳化。隨著電力系統日益分散化和電力市場競爭加劇,低電量儲能系統的應用正在加速發展。由於獨立電力生產商 (IPP) 專注於靈活且擴充性的能源解決方案,預計該領域將在低電量儲能系統 (LAES) 市場中展現出最強勁的成長勢頭。
在預測期內,由於歐洲地區積極推動可再生能源目標和強力的脫碳舉措,預計將佔據最大的市場佔有率。該地區受益於先進的電力基礎設施和有利的法規結構,這些優勢促進了創新能源儲存系統的應用。包括英國在內的多個國家領先液態空氣儲能系統(LAES)的先導計畫和商業項目,旨在提高電網可靠性並支持可再生能源的併網。減少溫室氣體排放和逐步淘汰傳統石化燃料發電的努力進一步推動了市場需求。歐洲積極推動清潔能源創新,使其成為液態空氣儲能系統應用的領導區域市場。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於能源消耗的不斷成長和可再生能源的大規模部署。中國、印度、日本和韓國等主要經濟體正在積極發展先進的能源基礎設施並推動電網現代化。隨著太陽能和風力發電的日益普及,對液態空氣儲能系統(LAES)等長期儲能解決方案的需求也不斷成長。各國政府為減少碳排放和保障能源安全而製定的支持政策進一步加速了這些技術的應用。亞太全部區域快速的都市化和工業發展使其成為液態空氣儲能系統(LAES)技術領先的高成長市場。
According to Stratistics MRC, the Global Liquid Air Energy Storage (LAES) Market is accounted for $232.5 million in 2026 and is expected to reach $960.5 million by 2034 growing at a CAGR of 19.4% during the forecast period. Liquid Air Energy Storage (LAES) is an energy storage system that captures surplus electricity and converts it into liquid air for later use. When renewable energy production exceeds demand, air is compressed and cooled to extremely low temperatures until it becomes liquid and stored in specialized tanks. During peak demand, the liquid air is allowed to warm and expand, powering turbines to produce electricity. This technology supports long-duration energy storage, improves grid reliability, and helps balance intermittent renewable sources. LAES is scalable, environmentally friendly, and does not depend on specific geographic conditions, making it suitable for widespread energy infrastructure deployment.
According to the Institution of Mechanical Engineers (IMechE), LAES systems can achieve round-trip efficiencies between 50% and 70%, comparable to pumped hydro storage.
Growing integration of renewable energy sources
Rapid expansion of renewable energy installations, particularly solar and wind, is strongly boosting demand for Liquid Air Energy Storage (LAES). These energy sources are variable and often produce power inconsistently, leading to mismatches between supply and consumption. LAES helps balance this by capturing surplus electricity during high generation periods and converting it back into power when required. This ensures smoother energy delivery and enhances grid stability. As governments and industries push for cleaner energy transitions, renewable penetration increases further, creating a growing requirement for dependable, long-duration storage technologies like LAES to manage variability effectively.
High initial capital investment
One of the primary limitations of the Liquid Air Energy Storage (LAES) market is the substantial upfront investment required for deployment. Building LAES facilities involves costly cryogenic systems, compressors, insulated storage tanks, and advanced heat exchange infrastructure. In addition, extensive engineering work and land development further increase capital expenditure. These high initial expenses make the technology less competitive when compared with established energy storage options. Smaller utilities and emerging energy players often find it difficult to justify such investments. Even though LAES offers long-term operational advantages, its expensive installation phase continues to restrict faster market penetration.
Increasing demand for long-duration energy storage solutions
Rising need for long-duration storage technologies creates a significant growth opportunity for the Liquid Air Energy Storage (LAES) market. Unlike traditional battery systems with limited discharge duration, LAES can retain energy for much longer periods, making it ideal for managing variability in renewable energy output. This is especially important as solar and wind generation continues to expand globally. LAES supports continuous electricity availability by storing excess power and supplying it during extended low-generation periods. Its scalability and ability to deliver steady energy over long durations make it a promising solution for future energy storage infrastructure development.
Rapid advancements in battery energy storage technologies
Fast progress in battery-based energy storage systems represents a major challenge for the Liquid Air Energy Storage (LAES) market. Technologies such as lithium-ion and solid-state batteries are consistently improving in performance, efficiency, and affordability. These systems are already widely deployed across various sectors due to their established infrastructure and proven reliability. As production scales up and costs continue to decrease, batteries are becoming even more competitive, particularly for short-duration storage applications. This increasing dominance of advanced battery technologies reduces the potential market space for LAES and may slow its adoption in several energy storage segments.
The COVID-19 outbreak created both challenges and opportunities for the Liquid Air Energy Storage (LAES) market. In the early stages, restrictions on movement, workforce shortages, and disrupted supply chains delayed energy infrastructure projects, including LAES installations. Construction and manufacturing activities were temporarily paused, leading to slower market growth. However, the crisis also highlighted the importance of resilient energy systems and reliable power supply. This increased awareness strengthened long-term interest in advanced storage technologies. As global economies recovered, investments resumed, supporting renewable energy expansion and energy storage development, which helped restore momentum for LAES projects worldwide.
The large-scale (>50 MW) segment is expected to be the largest during the forecast period
The large-scale (>50 MW) segment is expected to account for the largest market share during the forecast period because it is best suited for extensive grid-level energy storage needs. This segment is widely used for balancing electricity supply and demand, managing peak loads, and supporting renewable energy integration. Large installations benefit from improved cost efficiency due to economies of scale, making them more economically attractive for utilities. Energy providers favor large-scale LAES systems for their ability to deliver sustained power output and enhance grid stability. Their strong performance in handling bulk energy requirements positions this segment as the leading contributor in the LAES market.
The independent power producers (IPPs) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the independent power producers (IPPs) segment is predicted to witness the highest growth rate, driven by their expanding role in renewable energy generation. These companies are increasingly adopting energy storage solutions to enhance power trading efficiency, manage fluctuating electricity prices, and support renewable integration. LAES offers them long-duration storage benefits, allowing improved revenue optimization through energy arbitrage. Rising decentralization of power systems and competitive electricity markets further accelerate adoption. As IPPs focus on flexible and scalable energy solutions, this segment is expected to witness the strongest growth momentum in the LAES market.
During the forecast period, the Europe region is expected to hold the largest market share, owing to its aggressive renewable energy targets and strong decarbonization initiatives. The region benefits from advanced power infrastructure and favorable regulatory frameworks that encourage the deployment of innovative energy storage systems. Several countries, particularly the UK, are leading in LAES pilot and commercial projects aimed at improving grid reliability and supporting renewable integration. The push to reduce greenhouse gas emissions and transition away from conventional fossil fuel power generation further strengthens demand. Europe's proactive approach to clean energy innovation establishes it as the leading regional market for LAES adoption.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, driven by expanding energy consumption and large-scale renewable energy integration. Major economies like China, India, Japan, and South Korea are actively developing advanced energy infrastructure and modernizing their power grids. The increasing penetration of solar and wind energy is creating strong demand for long-duration storage solutions such as LAES. Supportive government policies focused on carbon reduction and energy security further accelerate adoption. Rapid urbanization and industrial growth across the region position Asia Pacific as the leading high-growth market for LAES technologies.
Key players in the market
Some of the key players in Liquid Air Energy Storage (LAES) Market include Highview Power, Linde, Siemens Energy, Chart Industries, GE Renewable Energy, Sumitomo Heavy Industries, Ltd, Solveno Technologies, MAN Energy Solutions, Messer, Atlas Copco, Cryostar, Heatric, Air Liquide, Mitsubishi Heavy Industries, Alfa Laval, Baker Hughes, Cryogenmash and Stiesdal Storage Technologies.
In December 2025, Air Liquide and Hyundai Motor Group reaffirm leadership in the hydrogen sector as co-chairs of the Hydrogen Council, driving global hydrogen ecosystem expansion. This partnership focuses on building a sustainable energy ecosystem across Europe, U.S. and South Korea, encompassing hydrogen production, storage, transportation and utilization. This collaboration expands beyond mobility to include infrastructure, logistics, and clean energy solutions, supporting the global energy transition.
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.
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.