![]() |
市場調查報告書
商品編碼
1964136
液態空氣儲能市場-全球產業規模、佔有率、趨勢、機會、預測:按容量、應用、地區和競爭格局分類,2021-2031年Liquid Air Energy Storage Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Capacity, By Application, By Region & Competition, 2021-2031F |
||||||
全球液態空氣儲能市場預計將從 2025 年的 25.1 億美元成長到 2031 年的 61.7 億美元,複合年成長率達 16.17%。
液態空氣儲能(LAES)的工作原理是基於動態過程。具體而言,利用電力將環境空氣冷卻至低溫,並以液態形式儲存在絕熱儲槽中。需要時,液態空氣會被重新膨脹成氣態,用於驅動發電渦輪機。該市場的成長主要源於將太陽能和風能等間歇性再生能源來源併入電網的需求,以及為確保電網韌性而日益成長的長期能源安全需求。這些營運需求並非曇花一現的市場趨勢,而是推動此技術普及的結構性因素。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 25.1億美元 |
| 市場規模:2031年 | 61.7億美元 |
| 複合年成長率:2026-2031年 | 16.17% |
| 成長最快的細分市場 | LNG接收站 |
| 最大的市場 | 歐洲 |
然而,全球液態空氣儲能市場擴張面臨的一大挑戰是,專用低溫基礎設施所需的初始資本支出龐大,與現有的傳統儲能方式相比仍然較高。儘管存在這一資金障礙,該領域的規劃活動仍在加速。根據長期儲能委員會發布的《2024年報告》,包括液態空氣系統在內的全球長期儲能技術部署計畫已達0.22兆瓦。這一數字凸顯了為支持未來脫碳舉措規劃的巨大容量。
支持性的法規結構和政府資助措施是降低液態空氣儲能技術商業化風險的關鍵催化劑。由於低溫系統需要大量的領先基礎設施投資,公共和私人資金籌措對於從試點階段過渡到全面公用事業規模部署至關重要。這將展現該技術的資金籌措潛力,並促成首批商業化工廠的建設。一個典型的例子是,一家投資者財團籌集了大量資金,以加速英國的基礎建設。根據Highview Power公司2024年6月發布的新聞稿《Highview Power為英國首個商業規模液態空氣儲能工廠獲得3億英鎊投資》,該公司成功資金籌措了3億英鎊,用於建設全球最大的液態空氣儲能設施之一,這表明有針對性的資金籌措如何將理論市場潛力直接轉化為具體的建設活動。
同時,對長期儲能解決方案日益成長的需求正在推動市場擴張。電網營運商迫切需要能夠穩定可再生能源發電超過四小時的技術。與傳統的鋰離子電池不同,液態空氣儲能系統在實現長時間放電方面具有獨特的優勢,而長時間放電對於平衡吉瓦級間歇性的風能和太陽能發電至關重要。這種運作能力在旨在穩定國家電網的新設施的技術規格中得到了充分體現。根據英國基礎設施銀行(UKIB)2024年6月發布的公告《投資Highview Power以支援能源安全》,位於曼徹斯特的新設施設計容量為300兆瓦時,足以維持大型基礎設施運作六小時。此外,這種擴充性正在推動積極的未來計劃,正如 Centrica 在 2024 年 6 月發布的公告「Centrica 投資 Highview Power」中提到的戰略合作夥伴關係,目標是 2.5 吉瓦時的部署計劃,強調向大規模電網中心儲能資產的轉變。
專用低溫基礎設施所需的大量前期投資是全球液態空氣儲能市場快速擴張的主要障礙。與初始財務風險較低且擴充性的模組化電池解決方案不同,液態空氣系統依賴重型工業組件,例如高等級液化設備、隔熱儲存槽和膨脹渦輪機。這些複雜的動態系統需要大量的初始資金,從而增加了投資風險並延長了計劃開發商的投資回收期。因此,可用資金有限,因為投資者往往更傾向於進入門檻較低、潛在回報更快的成熟技術。
透過分析該產業提升競爭力的藍圖,可以量化這一成本障礙的嚴重程度。根據長期儲能委員會2024年的報告,長期儲能技術需要在2030年前將資本成本降低約60%,才能獲得市場競爭力。目前,這種顯著的成本績效差距阻礙了技術的廣泛應用,因為電力公司和電網運營商仍然不願投資大規模液態空氣計劃,除非有明確證據表明其短期經濟效益可與現有儲能方案相媲美。
市場正從小規模試點計畫轉向開發大型獨立商業設施,旨在取代目前作為主幹電力來源的石化燃料燃料發電。這一趨勢的特點是從兆瓦級原型專案向能夠提供長期電網穩定性的多吉瓦級專案組合過渡,近期企業部署區域儲能中心而非孤立資產的策略也印證了這一點。根據《再生能源現在》(Renewables Now)2024年10月刊報導《英國新體系助力Highview Power實現10吉瓦時儲能計劃》報道,Highview Power宣布計劃到2030年在英國開發四座商業規模的儲能電站,總裝機容量將達到10吉瓦時。這顯示該技術正日趨成熟,成為支持國家能源安全戰略的關鍵公共產業級資產。
同時,模組化建造技術的應用日益受到重視,該技術將液化和能量回收單元預先組裝在貨櫃內。這使得現場能夠快速部署和擴充性,無需傳統大型工廠所需的大規模土木工程,從而可以將液態空氣儲能技術引入空間受限的都市區和工業環境。新興企業正積極利用市場對靈活、分散式儲能解決方案的需求,以補充公用事業規模的基礎設施。根據《矽谷運河》(Silicon Canals)2024年3月刊的報導報道,“總部位於慕尼黑的phelas公司籌集410萬歐元用於長期儲能技術”,該公司籌集了410萬歐元,用於將其模組化集裝箱式液態空氣能源儲存系統系統擴展到兆瓦級。這凸顯了該產業的兩條發展路徑:一是開發高度通用、緊湊的系統,二是推動大型商業計劃。
The Global Liquid Air Energy Storage Market is projected to expand from USD 2.51 Billion in 2025 to USD 6.17 Billion by 2031, reflecting a CAGR of 16.17%. Liquid Air Energy Storage (LAES) functions through a thermodynamic process where ambient air is cooled to cryogenic temperatures using electricity, stored as a liquid in insulated tanks, and subsequently expanded back into a gas to drive power-generating turbines when required. The growth of this market is fundamentally driven by the critical need to integrate intermittent renewable sources, such as solar and wind, into power grids, alongside an increasing demand for long-duration energy security to guarantee grid resilience; these operational necessities serve as the foundational structural impetus for adoption rather than being mere passing market trends.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 2.51 Billion |
| Market Size 2031 | USD 6.17 Billion |
| CAGR 2026-2031 | 16.17% |
| Fastest Growing Segment | LNG Terminals |
| Largest Market | Europe |
However, a notable challenge that could hinder the expansion of the Global Liquid Air Energy Storage Market is the substantial upfront capital expenditure required for specialized cryogenic infrastructure, which remains high compared to established conventional storage alternatives. Despite this financial barrier, the sector is experiencing significant planned activity. According to the 'Long Duration Energy Storage Council' in '2024', the global deployment pipeline for long-duration energy storage technologies, which includes liquid air systems, reached 0.22 terawatts. This figure underscores the massive scale of projected capacity intended to support future decarbonization initiatives.
Market Driver
Supportive regulatory frameworks and government funding initiatives act as essential catalysts for de-risking the commercialization of liquid air energy storage technologies. Because cryogenic systems necessitate significant upfront infrastructure investment, financing from both the public and private sectors is crucial to bridge the gap between pilot phases and full-scale utility deployment, thereby validating the technology's bankability and enabling the construction of inaugural commercial plants. A definitive example of this momentum occurred when a consortium of investors mobilized significant capital to advance UK-based infrastructure; according to Highview Power's June 2024 press release, 'Highview Power secures £300m investment for UK's first commercial-scale liquid air energy storage plant', the company successfully raised £300 million to construct one of the world's largest liquid air facilities, demonstrating how targeted funding directly converts theoretical market potential into tangible construction activity.
Concurrently, the escalating demand for long-duration energy storage solutions is driving market expansion, as grid operators urgently require technologies capable of shifting renewable energy over periods exceeding four hours. Unlike conventional lithium-ion batteries, liquid air systems are uniquely positioned to provide the prolonged discharge times necessary to balance intermittent wind and solar generation on a gigawatt scale. This operational capability is exemplified by the technical specifications of upcoming facilities designed to stabilize national grids; according to the UK Infrastructure Bank's June 2024 announcement 'UKIB invests in Highview Power to support energy security', the new Manchester facility is engineered to deliver 300 megawatt-hours of capacity, sufficient to power substantial infrastructure for six hours. Furthermore, this scalability fuels aggressive future planning, as noted in Centrica's June 2024 statement 'Centrica invests in Highview Power', where the strategic partnership targets a deployment program of 2.5 gigawatt-hours, underscoring the shift toward massive, grid-centric storage assets.
Market Challenge
The substantial upfront capital expenditure required for specialized cryogenic infrastructure constitutes a primary barrier to the rapid expansion of the Global Liquid Air Energy Storage Market. Unlike modular battery solutions that offer scalability with lower initial financial risk, liquid air systems rely on heavy industrial components, such as high-grade liquefaction units, insulated storage tanks, and expansion turbines. These complex thermodynamic systems demand significant initial funding, which elevates the investment risk profile and extends the payback period for project developers, subsequently limiting the pool of available capital as investors often favor established technologies with lower entry costs and faster potential returns.
The magnitude of this cost barrier is quantifiable when analyzing the sector's roadmap to competitiveness. According to the 'Long Duration Energy Storage Council' in '2024', obtaining market competitiveness requires long-duration energy storage technologies to achieve a capital cost reduction of nearly 60 percent by 2030. This profound cost-performance gap currently stalls widespread deployment, as utilities and grid operators remain hesitant to commit to large-scale liquid air projects without clearer evidence of near-term economic viability comparable to incumbent storage options.
Market Trends
Moving beyond small-scale pilot demonstrators, the market is aggressively pivoting toward the development of large-scale, commercial standalone facilities designed to replace baseload fossil fuel generation. This trend is characterized by a transition from megawatt-level prototypes to multi-gigawatt portfolios capable of providing grid stability over extended periods, evidenced by recent corporate strategies aiming to deploy regional storage hubs rather than isolated assets. According to Renewables Now, October 2024, in the 'Highview Power's 10-GWh storage plans boosted by new UK scheme' article, Highview Power announced plans to develop four commercial-scale plants in the UK by 2030, totaling 10 gigawatt-hours of capacity, indicating that the technology is maturing into a primary utility-grade asset class capable of supporting national energy security strategies.
Simultaneously, there is a growing emphasis on adopting modular construction techniques where liquefaction and power recovery units are pre-assembled in shipping containers, enabling faster on-site deployment and scalability. This approach allows liquid air energy storage to be deployed in space-constrained urban or industrial environments without the extensive civil engineering required for larger legacy plants. Startups are actively capitalizing on this demand for flexible, decentralized storage solutions to complement utility-scale infrastructure; according to Silicon Canals, March 2024, in the 'Munich-based phelas secures €4.1M for its long-duration energy storage tech' article, the company raised €4.1 million to scale its modular, containerized liquid air energy storage system to megawatt scale, underscoring the industry's parallel track of developing versatile, compact systems alongside massive commercial projects.
Report Scope
In this report, the Global Liquid Air Energy Storage Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Liquid Air Energy Storage Market.
Global Liquid Air Energy Storage Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: