熔鹽儲熱市場－全球產業規模、佔有率、趨勢、機會、預測：依技術、區域和競爭格局分類，2021-2031年

全球熔鹽熱能儲存市場預計將從 2025 年的 45.3 億美元大幅成長至 2031 年的 76.7 億美元，複合年成長率為 9.17%。

這項技術主要利用硝酸鈉和硝酸鉀等鹽類混合物，在高溫下儲存熱能，用於後續的發電和工業供熱。市場擴張的驅動力在於對長期、可調節儲能日益成長的需求，這對於穩定電網、抵禦風能和太陽能等再生能源來源的不穩定性至關重要。此外，全球工業脫碳的努力也加速了這些系統的應用，它們能夠提供可靠的零碳製程熱，使其有別於短期電池儲能解決方案。儘管潛力巨大，但該市場仍面臨許多挑戰，尤其是在實施成本和技術複雜性方面。例如，根據中國太陽能聯盟預測，到2025年，熔鹽塔技術將佔中國累積集中式太陽熱能發電裝置容量的約57.4%。然而，市場擴張的一大障礙是，需要大量資金投入建造專用基礎設施和材料，以承受高溫熔鹽的腐蝕性。

市場促進因素

熔鹽儲熱市場的​​主要驅動力是全球聚光型太陽熱能發電（CSP）基礎設施的擴張，這得益於熔鹽卓越的導熱性能及其提供可調節基本負載電力的能力。與間歇性光電系統不同，CSP電站利用熔鹽儲存熱能並提供延遲發電，有效彌合了太陽能發電高峰和電網用電高峰之間的差距。這種基礎建設在中國等主要市場尤為顯著，國家支持的項目正在迅速擴張。 2025年2月，中國太陽能聯盟報告稱，中國有34個CSP項目正在建設中，總裝置容量達3300兆瓦，這表明強勁的項目儲備直接推動了對大規模熔鹽儲能的需求。同時，隨著工業製程熱和溫度控管應用的擴展，市場機會正從公用事業規模的發電領域向公用事業規模發電以外的領域多元化發展。在重工業領域，隨著石化燃料鍋爐被可再生能源儲熱電池所取代，熔鹽技術的應用日益普及，這是高溫製程脫碳努力的一部分。推動這一趨勢的因素包括美國能源局於2025年6月宣布撥款1500萬美元用於推進儲能技術的項目，這為向容錯型、非鋰電池儲能解決方案的戰略轉型提供了依據。根據國際再生能源總署（IRENA）發布的2025年報告，到2024年底，全球聚光型太陽熱能發電發電裝置容量將達到約6.9吉瓦。

市場挑戰

全球熔鹽儲熱市場擴張的一大障礙是專用基礎設施所需的大量資本投入。熔鹽的極端溫度和腐蝕性要求使用高品質合金、高耐久性泵浦和先進的管道系統，以確保運作安全性和耐久性。對高耐久性和高性能材料的需求顯著增加了專案開發的初始投資成本。因此，與資本密集度較低的其他儲熱技術相比，相關人員通常將此類專案視為高風險投資，從而推遲最終投資決策和專案運作。這種財務負擔直接限制了市場成長，因為該技術的應用僅限於那些擁有強大補貼支援或特定產業需求的地區。由此產生的成本差異為尋求資金籌措的開發商創造了激烈的競爭環境。例如，中國太陽能聯盟在2024年報告稱，熔鹽塔式太陽熱能發電計畫的單位投資成本約為每千瓦16,500元人民幣。如此高的初始成本阻礙了更廣泛的商業性化應用。這是因為潛在投資者往往難以證明管理這些儲熱設施所需的複雜設計和採購階段所需的大量資金是合理的。

市場趨勢

兩大關鍵趨勢正在塑造熔鹽儲熱市場。首先，對已退役的燃煤電廠維修，正成為將石化燃料資產可再生為再生能源供應樞紐的關鍵策略。透過將熔鹽加熱器和儲存槽與現有的蒸氣渦輪、發電機和輸電線路整合，電力公司可以將傳統電廠改造為倉儲設施（通常稱為「卡諾單元」），而資本成本僅為待開發區案的幾分之一。這種方法不僅可以降低資產擱淺的風險，還能提供以往由燃煤發電提供的電閘道器鍵慣性和長時放電能力。蘇州電廠新近運作的維修計畫就是一個典型的例子。根據中國能源（CHN Energy）2025年9月發布的報告，該項目採用雙罐系統，額定儲熱容量為1000兆瓦時，並可在不直接消耗石化燃料的情況下提供可調節的電力。其次，與下一代核能系統的整合代表著市場的重大變革，它將熔鹽儲能的應用範圍擴展到傳統聚光型太陽熱能發電之外。先進的核能設計，特別是鈉冷快堆，正擴大採用熔鹽儲熱系統，以使核子反應爐的穩定運行與波動的電力需求脫鉤。這種混合技術使核能發電廠能夠在以最佳基本負載效率運行的同時，儲存多餘的熱量，並在高峰時段提供靈活的負載追蹤電力，有效地發揮大型儲熱電池的作用。 TerraPower在2025年12月的新聞稿中強調了這一點，新聞稿指出，將熔鹽能源儲存系統系統整合到鈉冷反應器中，可以使反應器的淨輸出功率從345兆瓦的基準值提升至500兆瓦，並持續五個多小時，以滿足高電力需求。

目錄

第1章概述

第2章：調查方法

第3章執行摘要

第4章：客戶心聲

第5章：全球熔鹽儲熱市場展望

• 市場規模及預測
  • 按金額
• 市佔率及預測
  • 依技術（拋物槽式太陽能發電、菲涅耳鏡太陽能發電、塔式太陽能發電）
  • 按地區
  • 按公司（2025 年）
• 市場地圖

第6章：北美熔鹽儲熱市場展望

• 市場規模及預測
• 市佔率及預測
• 北美洲：國別分析
  • 美國
  • 加拿大
  • 墨西哥

第7章：歐洲熔鹽儲熱市場展望

• 市場規模及預測
• 市佔率及預測
• 歐洲：國別分析
  • 德國
  • 法國
  • 英國
  • 義大利
  • 西班牙

第8章：亞太地區熔鹽儲熱市場展望

• 市場規模及預測
• 市佔率及預測
• 亞太地區：國別分析
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳洲

第9章：中東和非洲熔鹽儲熱市場展望

• 市場規模及預測
• 市佔率及預測
• 中東與非洲：國別分析
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非

第10章：南美洲熔鹽儲熱市場展望

• 市場規模及預測
• 市佔率及預測
• 南美洲：國別分析
  • 巴西
  • 哥倫比亞
  • 阿根廷

第11章 市場動態

• 促進因素
• 任務

第12章 市場趨勢與發展

• 併購
• 產品發布
• 近期趨勢

第13章 全球熔鹽儲熱市場：SWOT分析

第14章：波特五力分析

• 產業競爭
• 新進入者的潛力
• 供應商的議價能力
• 顧客權力
• 替代品的威脅

第15章 競爭格局

• Yara International ASA
• Acciona, SA
• Abengoa SA
• BrightSource Energy, Inc.
• SENER Grupo de Ingenieria, SA
• SolarReserve, LLC
• Engie SA
• SCHOTT AG

第16章 策略建議

第17章：關於研究公司及免責聲明

The Global Molten Salt Thermal Energy Storage Market is forecast to grow significantly, from USD 4.53 Billion in 2025 to USD 7.67 Billion by 2031, exhibiting a 9.17% CAGR. This technology leverages salt mixtures, primarily sodium and potassium nitrates, to store thermal energy at high temperatures for subsequent electricity generation or industrial heating applications. The market's expansion is driven by the escalating demand for long-duration, dispatchable energy storage crucial for stabilizing power grids against the intermittency of renewable sources like wind and solar. Additionally, global mandates for industrial decarbonization are accelerating the adoption of these systems to provide reliable, zero-carbon process heat, distinguishing them from short-term battery storage solutions. Despite its potential, the market faces challenges, particularly regarding deployment costs and technical complexities. For instance, in 2025, molten salt tower technology constituted approximately 57.4% of China's cumulative installed concentrating solar power capacity, according to the China Solar Thermal Alliance. However, a major impediment to broader market growth is the high capital expenditure required for specialized infrastructure and materials, necessary to withstand the corrosive nature of molten salts at elevated temperatures.

Market Driver

The primary catalyst for the molten salt thermal energy storage market is the expansion of Global Concentrated Solar Power (CSP) infrastructure, given molten salt's superior heat transfer properties and its capability to provide dispatchable baseload electricity. Unlike intermittent photovoltaic systems, CSP plants utilize molten salt to store thermal energy for delayed power generation, effectively bridging the gap between peak solar availability and peak grid demand. This infrastructure build-out is notably strong in key markets such as China, where state-backed projects are rapidly scaling; the China Solar Thermal Alliance reported in February 2025 that the nation had 34 CSP projects under construction with a total capacity of 3,300 MW, indicating a robust pipeline that directly drives demand for large-scale molten salt inventories. Simultaneously, market opportunities are diversifying beyond utility-scale power generation due to the growth in industrial process heat and thermal management applications. Heavy industries are increasingly adopting molten salt technologies to replace fossil-fuel boilers with renewable thermal batteries in their efforts to decarbonize high-temperature processes. This shift is supported by initiatives such as the U.S. Department of Energy's June 2025 announcement of $15M in funding for projects advancing energy storage, validating the strategic move towards resilient, non-lithium storage solutions. By the end of 2024, the global installed capacity of concentrated solar power reached approximately 6.9 GW, as reported by IRENA in 2025.

Market Challenge

A substantial barrier to the expansion of the Global Molten Salt Thermal Energy Storage Market is the high capital expenditure required for specialized infrastructure. The extreme temperatures and corrosive properties of molten salts necessitate the use of premium-grade alloys, heavy-duty pumps, and advanced piping systems to ensure operational safety and longevity. This requirement for durable, high-performance materials significantly elevates the initial financial outlay for project development. Consequently, financial stakeholders often perceive these projects as high-risk ventures compared to less capital-intensive storage alternatives, which in turn slows final investment decisions and project commissioning. This financial burden directly constrains market growth by limiting the technology to regions offering strong subsidy support or having specific industrial needs. The resulting cost disparity creates a difficult competitive landscape for developers seeking funding. For instance, the China Solar Thermal Alliance reported in 2024 that the unit investment cost for molten salt tower solar thermal power projects was approximately 16,500 yuan per kilowatt. Such elevated upfront costs deter broader commercial adoption, as potential investors frequently struggle to justify the massive capital requirements needed to manage the complex engineering and procurement phases essential for these thermal storage facilities.

Market Trends

Two pivotal trends are shaping the molten salt thermal energy storage market. Firstly, retrofitting decommissioned coal power infrastructure is emerging as a critical strategy to repurpose retiring fossil fuel assets into renewable dispatch centers. By integrating molten salt heaters and storage tanks with existing steam turbines, generators, and transmission lines, utilities can convert conventional plants into thermal energy storage facilities-often termed "Carnot batteries"-at a fraction of the capital cost of greenfield projects. This approach not only mitigates the risk of stranded assets but also provides the grid with essential inertia and long-duration discharge capabilities previously offered by coal combustion. An illustrative example is the newly commissioned retrofit project at the Suzhou Power Plant in China, which, according to CHN Energy in September 2025, utilizes a two-tank system to provide a rated thermal storage capacity of 1,000 MWh, enabling dispatchable power without direct fossil fuel consumption. Secondly, integration with next-generation nuclear power systems represents a sophisticated market evolution, extending molten salt storage applications beyond their traditional association with concentrated solar power. Advanced nuclear designs, particularly sodium-cooled fast reactors, are increasingly incorporating molten salt thermal storage to decouple steady-state reactor operations from variable grid demand. This hybridization allows nuclear plants to operate at optimal baseload efficiency while storing excess heat to provide flexible, load-following electricity during peak periods, effectively functioning as a massive thermal battery. TerraPower's December 2025 press release highlighted this, noting that the Natrium Reactor's integrated molten salt-based energy storage system enables the reactor to boost its net power output from a baseline of 345 MWe to 500 MWe for over five hours to meet high electricity demand.

Key Market Players

• Yara International ASA
• Acciona, S.A.
• Abengoa SA
• BrightSource Energy, Inc.
• SENER Grupo de Ingenieria, S.A.
• SolarReserve, LLC
• Engie SA
• SCHOTT AG

Report Scope

In this report, the Global Molten Salt Thermal Energy Storage Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Molten Salt Thermal Energy Storage Market, By Technology

• Parabolic Trough
• Fresnel Reflector
• Power Tower

Molten Salt Thermal Energy Storage Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Molten Salt Thermal Energy Storage Market.

Available Customizations:

Global Molten Salt Thermal 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:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Molten Salt Thermal Energy Storage Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Technology (Parabolic Trough, Fresnel Reflector, Power Tower)
  • 5.2.2. By Region
  • 5.2.3. By Company (2025)
• 5.3. Market Map

6. North America Molten Salt Thermal Energy Storage Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Technology
  • 6.2.2. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Molten Salt Thermal Energy Storage Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Technology
  • 6.3.2. Canada Molten Salt Thermal Energy Storage Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Technology
  • 6.3.3. Mexico Molten Salt Thermal Energy Storage Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Technology

7. Europe Molten Salt Thermal Energy Storage Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Technology
  • 7.2.2. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Molten Salt Thermal Energy Storage Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Technology
  • 7.3.2. France Molten Salt Thermal Energy Storage Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Technology
  • 7.3.3. United Kingdom Molten Salt Thermal Energy Storage Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Technology
  • 7.3.4. Italy Molten Salt Thermal Energy Storage Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Technology
  • 7.3.5. Spain Molten Salt Thermal Energy Storage Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Technology

8. Asia Pacific Molten Salt Thermal Energy Storage Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Technology
  • 8.2.2. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Molten Salt Thermal Energy Storage Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Technology
  • 8.3.2. India Molten Salt Thermal Energy Storage Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Technology
  • 8.3.3. Japan Molten Salt Thermal Energy Storage Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Technology
  • 8.3.4. South Korea Molten Salt Thermal Energy Storage Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Technology
  • 8.3.5. Australia Molten Salt Thermal Energy Storage Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Technology

9. Middle East & Africa Molten Salt Thermal Energy Storage Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Technology
  • 9.2.2. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Molten Salt Thermal Energy Storage Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Technology
  • 9.3.2. UAE Molten Salt Thermal Energy Storage Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Technology
  • 9.3.3. South Africa Molten Salt Thermal Energy Storage Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Technology

10. South America Molten Salt Thermal Energy Storage Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Technology
  • 10.2.2. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Molten Salt Thermal Energy Storage Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Technology
  • 10.3.2. Colombia Molten Salt Thermal Energy Storage Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Technology
  • 10.3.3. Argentina Molten Salt Thermal Energy Storage Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Technology

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Molten Salt Thermal Energy Storage Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Yara International ASA
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Acciona, S.A.
• 15.3. Abengoa SA
• 15.4. BrightSource Energy, Inc.
• 15.5. SENER Grupo de Ingenieria, S.A.
• 15.6. SolarReserve, LLC
• 15.7. Engie SA
• 15.8. SCHOTT AG

16. Strategic Recommendations

17. About Us & Disclaimer