全球儲能系統（ESS）市場展望（至2035年）

近幾個月來，關稅已成為國際貿易論壇上一個令人難以忍受的詞彙。

川普總統重返白宮後，將關稅作為第二任期的關鍵國際政治議題。他的訊息很明確： "如果你不滿意，那就在美國生產，在這裡創造就業機會。"

此外，川普政府與共和黨控制的國會合作，阻撓了所有旨在支持電動車（EV）市場發展的政策。它提前終止了原定的電動車稅收抵免計劃，撤銷了12個州（主要是加州）實施的內燃機汽車銷售禁令，並暫停了聯邦政府對高速公路電動車充電站計畫的支持。

因此，韓國鋰離子電池（LIB）產業－該產業曾在拜登政府時期積極擴張產能，試圖透過 "工業關係法案" （IRA）搶佔北美電動車市場－如今正處於危急境地。

作為回應，儲能系統 (ESS) 已成為一種極具前景的替代方案。儲能系統對鋰離子電池 (LIB) 的需求僅次於電動車 (EV)。此外，預計中國製造的鋰離子電池的關稅壁壘將推高其價格。同時，由於先進製造生產補貼 (AMPC) 政策，該政策有助於降低美國鋰離子電池的生產成本，電池製造商開始將目光投向儲能系統市場。

那麼，美國的儲能系統市場將如何成長？其他地區的儲能系統市場又將擴張到什麼程度？

本報告對全球儲能系統 (ESS) 市場進行了考察和分析，並提供了該市場環境近期變化和趨勢的最新概述。

目錄

第一章：全球儲能系統市場及技術展望

• 1. 全球儲能系統市場展望
• 2. 儲能系統市場展望：依技術劃分
• 3. 儲能系統技術優缺點分析

第二章：全球儲能系統展望：依應用劃分

• 1. 電網
• 2. 商業
• 3. 住宅
• 4. 電信
• 5. UPS

第三章：全球鋰離子儲能系統 (LiB-ESS) 市場展望

• 1. 全球鋰離子儲能系統 (LiB-ESS) 需求展望
• 2. 依應用領域劃分的展望
• 3. 依地區劃分的展望
• 4. 依地區劃分的市場規模

第四章：鋰離子儲能系統 (LiB-ESS) 市場展望：依應用領域劃分

• 1. 電網
• 2. 商業
• 3. 住宅
• 4. 電信
• 5. UPS

第五章 鋰離子儲能系統市場展望：依地區劃分

• 1. 北美
• 2. 歐洲
• 3. 中國
• 4. 日本
• 5. 韓國
• 6. 其他

第六章：價格展望（電池類）

第七章：鋰離子電池供應表現及展望：依製造商劃分

• 1. 儲能系統電池供應表現及展望（2020-2035年）
• 2. 中長期供應展望：依製造商劃分（2020-2035 年）
• 3. 電池供應展望：依類型劃分（2020-2035 年）
• 4. 電池供應展望：依化學成分劃分（2020-2035 年）

附錄:全球ESS流通擴展政策

Tariffs - a word that has become almost unbearable to hear in international trade over the past few months.

Trump, back in the U.S. presidential office, has chosen tariffs as the key to international politics in his second administration. His message is clear: if you have complaints, produce goods in America and create jobs at home.

In addition, the Trump administration, together with the Republican-controlled Congress, has blocked all policies supporting the growth of the electric vehicle (EV) market. It terminated the planned EV purchase tax credits (subsidies) earlier than scheduled, nullified the ban on internal combustion engine vehicle sales enforced by 12 states led by California, and suspended federal support for highway EV charging station projects.

As a result, the Korean lithium-ion battery (LIB) industry, which had actively expanded its capacity under the Biden administration to capture the North American EV market through the IRA, has now found itself in a crisis.

In response, energy storage systems (ESS) are emerging as a promising alternative. ESS requires the second-largest amount of LIBs after EVs. Moreover, the tariff barriers imposed on Chinese-made LIBs are likely to raise their prices. On the other hand, thanks to the Advanced Manufacturing Production Credit (AMPC), which helps reduce LIB production costs within the U.S., battery manufacturers have begun shifting their focus toward the ESS market.

Then how will the ESS market in the United States grow? And how much will the ESS markets in other regions expand? This report provides an updated summary of the recent shifts and trends in these market conditions.

We hope that this report will be helpful to all members of the ESS industry who are going through a challenging time in many ways.

Table of Contents

1. Global ESS Market and Technology Outlook

• 1. Global ESS Market Outlook
• 2. ESS Market Outlook by Technology
• 3. Analysis of ESS Technology Advantages/Disadvantages

2. Global ESS Outlook by Application

• 1. Grid
• 2. Commercial
• 3. Residential
• 4. Telecom
• 5. UPS

3. Global LiB - ESS Market Outlook

• 1. Global LiB - ESS Demand Outlook
• 2. Outlook by Application
• 3. Outlook by Region
• 4. M/S by Region

4. LiB-ESS Market Outlook by Application

• 1. Grid
• 2. Commercial
• 3. Residential
• 4. Telecom
• 5. UPS

5. LiB-ESS Market Outlook by Region

• 1. North America
• 2. Europe
• 3. China
• 4. Japan
• 5. Korea
• 6. Others

6. Price Outlook (Based on Battery)

7. LiB Supply Performance and Outlook by Manufacturer

• 1. ESS Battery Supply Performance and Outlook ('20~'35)
• 2. Mid/Long-term Supply Outlook by Manufacturer('20~'35)
• 3. Battery Supply Outlook by Type('20~'35)
• 4. Battery Supply Outlook by Chemical('20~'35)

[Annex] Global ESS Distribution Expansion Policy

• U.S.
• Europe
• China