定置型エネルギー貯蔵向けバッテリー 2023-2033年

（詳細は目次のページでご確認ください）

· 全体概要と結論

· エネルギー貯蔵と蓄電池のイントロダクション

· バッテリーとその他の技術

· エネルギー貯蔵の推進要因

· ビジネスモデルと収益源

· BTM用途のBESS

· 住宅用蓄電池システム

· FTM用途のBESS

· エネルギー貯蔵有力企業: 大型BESS焦点

 

 

Battery demand for stationary energy storage is set to grow in line with an increasing number of renewable energy resources being added to electricity grids globally. Deployments will also be driven by pressure from governments and states to reach targets pertaining to renewable energy generation and energy storage. An evolving and improving regulatory landscape will also allow energy and battery storage markets to flourish.

 

IDTechEx predicts that by 2033, global cumulative stationary battery storage capacity is set to exceed 2 TWh. This will see annual stationary storage deployments grow at a CAGR of 30% from 2023-2033.

 

 

 

This report includes granular market forecasts, key player analysis, technology trends and applications, drivers and business models giving rise to revenue streams and regional analysis for the top installing countries.

 

Over the past decade, Li-ion batteries have become an increasingly important stationary energy storage technology. They now account for >90% of global installations of electrochemical energy storage. The main driver for their adoption has been the fast improvement in their performance and reduction in their cost.

 

LFP and NMC chemistries are the most popular in storage applications, though a shift towards LFP for grid-scale batteries is expected. Reasons for this include lower costs, better safety properties, and higher cycle life of LFP versus NMC. Residential battery suppliers are far more agnostic to battery chemistry choice, as these batteries' lifetimes are dictated more by consumer use behaviour than their intrinsic properties and chemistry. Regardless, LFP and NMC will continue to reign as the two dominant chemistries in the residential market.

Other analyses/discussions include the latest residential storage market trends, market size (US$), key players with revenues data, etc. supplemented by new primary information from key company interviews. The first company interviewed is BSL Battery, who operate in China, develop, and sell batteries into the solar/residential and low speed vehicle markets. The second company interviewed is E3/DC GmbH, who operate in Germany, develop, and sell battery systems to the residential market, and are planning to expand into the Vehicle-to-X (V2X) market. The E3/DC interviewee was a Director for their Battery Business and provided key insights into residential market trends.

 

The grid-scale market is leaning towards longer duration of battery storage, to accommodate growing volumes of renewable energy capacity on electricity grids. Li-ion may not be well suited to long-duration storage in future, whereas RFBs can store >10 hours of energy, presenting another means for energy companies to install longer-duration grid-scale storage in future. However, this market is still in its early stages, with grid-scale proof-of-concept projects starting to emerge. For instance, in 2022, Sumitomo Electric brought one of the world's largest vanadium RFBs online in Japan.

 

Annual front-of-the-meter (FTM) installations will take a larger share of global annual Battery Energy Storage System (BESS) installations, by GWh, than behind-the-meter (BTM) installations in the next decade.

These batteries can provide a range of utility and ancillary services, giving Transmission System Operators (TSOs) the tools necessary to provide adequate national energy security and supply. Moreover, the means for large battery systems to produce revenues for their owners are becoming more apparent, through means such as revenue stacking. As business models continue to mature, investor confidence in BESS profitability will grow, thus facilitating reduced future project costs and increased installation volumes.

Batteries provide value in the BTM market primarily for the customer side. With regions such as Germany phasing out FiT schemes, consumers will take advantage of price arbitrage; using their batteries when grid prices are most expensive at times of peak demand.

This report provides a holistic view, with depictions and explanations, of the various electricity markets that battery storage assets can operate in across all market sectors, in tandem with revenue generation mechanisms.

The adoption of energy storage systems (ESS) is necessary for higher levels of renewable energy penetration and integration. As well as this, energy and battery storage targets and clear policy frameworks are necessary if the number of global BESS deployments is to be expedited.

 

Several U.S. States have energy storage and renewables mandates. With more states announcing new battery storage targets, and expanding older targets (such as New York), this trend is expected to continue and will be a key driver for U.S. BESS growth.

 

The state-level Australian renewable energy targets and storage incentives are key drivers for their high historical and forecasted BESS installation rates.

 

 

 

However, any government-level renewable energy or storage targets are currently absent, while the Victoria Energy Policy Centre (VEPC) has pushed for this. Clearly, state-level pressure is mounting on the policy front in Australia.

 

Regions are becoming more aware of regulatory barriers for the installation of BESS. For example, the removal of the 50 MW cap for storage deployment auctions in the UK will see larger systems installed in the coming years. Also, currently under India's Electricity Act 2003, storage is not defined as a standalone asset. This has led to regulatory hurdles when taxing these assets, reducing investor confidence, and acting as a major barrier preventing Indian BESS growth.

 

This report offers granular 10-year market forecasts, for the annual installations of FTM & BTM BESS (in MWh, GWh, TWh installed).

 

The seven most active countries have 2023-2033 forecasts with annual MWh installed for residential / C&I / grid-scale splits, or FTM / BTM splits otherwise. The US and China will be responsible for ~59% of these regions' cumulative BESS capacity in 2033, while rivalling each other for total deployments.

 

The regional analysis section includes detailed discussion and in-depth analysis on regional regulation developments, government- and state-level announcements, renewable generation and energy and battery storage targets, key player activity, major project installations, and future project pipelines.

 

These drivers and developments for future stationary storage deployments are documented, scrutinised, and discussed.

 

This report provides the following information

 

Technology trends:

 

Value chain analysis:

Market Forecasts & Regional Analysis:

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