1 エグゼクティブ・サマリー
2 序文
2.1 概要
2.2 ステークホルダー
2.3 調査範囲
2.4 調査方法
2.4.1 データマイニング
2.4.2 データ分析
2.4.3 データの検証
2.4.4 リサーチアプローチ
2.5 リサーチソース
2.5.1 一次調査ソース
2.5.2 セカンダリーリサーチソース
2.5.3 前提条件
3 市場動向分析
3.1 はじめに
3.2 推進要因
3.3 抑制要因
3.4 機会
3.5 脅威
3.6 技術分析
3.7 アプリケーション分析
3.8 新興市場
3.9 Covid-19の影響
4 ポーターズファイブフォース分析
4.1 供給者の交渉力
4.2 買い手の交渉力
4.3 代替品の脅威
4.4 新規参入の脅威
4.5 競争上のライバル関係
5 エネルギー貯蔵の世界市場、技術別
5.1 導入
5.2 機械式
5.2.1 揚水発電（PHS）
5.2.1.1 圧縮空気エネルギー貯蔵（CAES）
5.2.1.2 フライホイール蓄電（FES）
5.3 電気化学
5.3.1 リチウムイオン電池
5.3.1.1 リチウムニッケルマンガンコバルト（NMC）
5.3.1.2 リン酸鉄リチウム（LFP）
5.3.1.3 その他のリチウムイオン化学物質
5.3.2 鉛蓄電池
5.3.3 ナトリウム-硫黄（NaS）電池
5.3.4 フロー電池
5.3.4.1 バナジウムレドックスフロー電池（VRFB）
5.3.4.2 亜鉛-臭素フロー電池（ZEB）
5.3.4.3 その他のフロー電池技術
5.4 熱
5.4.1 顕熱蓄熱
5.4.2 潜熱蓄熱
5.4.3 熱化学貯蔵
5.5 化学
5.5.1 水素貯蔵
5.5.2 合成天然ガス（SNG）
6 エネルギー貯蔵の世界市場、用途別
6.1 はじめに
6.2 住宅用
6.3 商業・産業
6.3.1 製造業
6.3.2 医療
6.3.3 データセンター
6.3.4 その他の商業・産業
6.4 電気自動車（EV）充電
6.5 再生可能エネルギー
6.5.1 太陽電池
6.5.2 風力
6.5.3 水力
6.5.4 その他の再生可能エネルギー
6.6 電気通信
6.7 無停電電源装置（UPS）
6.8 マイクログリッド
6.9 グリッド・エネルギー貯蔵
6.10 その他の用途
7 エネルギー貯蔵の世界市場、地域別
7.1 はじめに
7.2 北アメリカ
7.2.1 アメリカ
7.2.2 カナダ
7.2.3 メキシコ
7.3 ヨーロッパ
7.3.1 ドイツ
7.3.2 イギリス
7.3.3 イタリア
7.3.4 フランス
7.3.5 スペイン
7.3.6 その他のヨーロッパ
7.4 アジア太平洋
7.4.1 日本
7.4.2 中国
7.4.3 インド
7.4.4 オーストラリア
7.4.5 ニュージーランド
7.4.6 韓国
7.4.7 その他のアジア太平洋地域
7.5 南アメリカ
7.5.1 アルゼンチン
7.5.2 ブラジル
7.5.3 チリ
7.5.4 その他の南アメリカ地域
7.6 中東/アフリカ
7.6.1 サウジアラビア
7.6.2 アラブ首長国連邦
7.6.3 カタール
7.6.4 南アフリカ
7.6.5 その他の中東/アフリカ地域
8 主要開発
8.1 合意、パートナーシップ、提携、合弁事業
8.2 買収と合併
8.3 新製品の発売
8.4 拡張
8.5 その他の主要戦略
9 企業プロフィール
9.1 AES Corporation
9.2 Ballard Power Systems
9.3 BYD Company Ltd.
9.4 Contemporary Amperex Technology Co., Ltd （CATL）
9.5 Fluence Energy
9.6 GE Vernova Inc.
9.7 Gotion High-Tech
9.8 Hitachi Energy Ltd.
9.9 ITM Power
9.10 LG Energy Solution
9.11 Nel ASA
9.12 NextEra Energy
9.13 Panasonic Corporation
9.14 Plug Power
9.15 Samsung SDI Co., Ltd.
9.16 Siemens Energy
9.17 SunPower
9.18 Tesla
表一覧
表1 エネルギー貯蔵の世界市場展望、地域別（2022-2030年） （$MN）
表2 エネルギー貯蔵の世界市場展望、技術別（2022-2030年） （$MN）
表3 エネルギー貯蔵の世界市場展望、機械別（2022-2030年） （$MN）
表4 エネルギー貯蔵の世界市場展望、揚水発電（PHS）別 （2022-2030） （$MN）
表5 エネルギー貯蔵の世界市場展望、圧縮空気エネルギー貯蔵（CAES）別 （2022-2030） （$MN）
表6 エネルギー貯蔵の世界市場展望、フライホイールエネルギー貯蔵（FES）別（2022-2030年） （$MN）
表7 エネルギー貯蔵の世界市場展望、電気化学別 （2022-2030） （$MN）
表8 エネルギー貯蔵の世界市場展望、リチウムイオン電池別 （2022-2030） （$MN）
表9 エネルギー貯蔵の世界市場展望、リチウムニッケルマンガンコバルト（NMC）別 （2022-2030） （$MN）
表10 エネルギー貯蔵の世界市場展望、リン酸鉄リチウム（LFP）別（2022-2030年） （$MN）
表11 エネルギー貯蔵の世界市場展望、その他のリチウムイオン化学物質別 （2022-2030） （$MN）
表12 エネルギー貯蔵の世界市場展望、鉛蓄電池別 （2022-2030） （$MN）
表13 エネルギー貯蔵の世界市場展望、ナトリウム-硫黄（NaS）電池別 （2022-2030） （$MN）
表14 エネルギー貯蔵の世界市場展望、フロー電池別 （2022-2030） （$MN）
表15 エネルギー貯蔵の世界市場展望、バナジウムレドックスフロー電池（VRFB）別 （2022-2030） （$MN）
表16 エネルギー貯蔵の世界市場展望、亜鉛-臭素フロー電池（ZEB）別（2022-2030年） （$MN）
表17 エネルギー貯蔵の世界市場展望、その他のフロー電池技術別 （2022-2030） （$MN）
表18 エネルギー貯蔵の世界市場展望、熱型別 （2022-2030） （$MN）
表19 エネルギー貯蔵の世界市場展望、顕熱貯蔵別 （2022-2030） （$MN）
表20 エネルギー貯蔵の世界市場展望：潜熱貯蔵別（2022-2030年） （$MN）
表21 エネルギー貯蔵の世界市場展望、熱化学貯蔵別 （2022-2030） （$MN）
表22 エネルギー貯蔵の世界市場展望：化学薬品別（2022-2030年） （$MN）
表23 エネルギー貯蔵の世界市場展望、水素貯蔵別 （2022-2030） （$MN）
表24 エネルギー貯蔵の世界市場展望、合成天然ガス（SNG）別 （2022-2030） （$MN）
表25 エネルギー貯蔵の世界市場展望、用途別 （2022-2030） （$MN）
表26 エネルギー貯蔵の世界市場展望、住宅別 （2022-2030） （$MN）
表27 エネルギー貯蔵の世界市場展望：商業・産業別（2022-2030年） （$MN）
表28 エネルギー貯蔵の世界市場展望：製造業別（2022-2030年） （$MN）
表29 エネルギー貯蔵の世界市場展望：ヘルスケア別（2022-2030年） （$MN）
表30 エネルギー貯蔵の世界市場展望：データセンター別（2022-2030年） （$MN）
表31 エネルギー貯蔵の世界市場展望：その他の商業・産業別（2022-2030年） （$MN）
表32 エネルギー貯蔵の世界市場展望：電気自動車（EV）充電別（2022-2030年） （$MN）
表33 エネルギー貯蔵の世界市場展望、再生可能エネルギー別（2022-2030年） （$MN）
表34 エネルギー貯蔵の世界市場展望、太陽電池別（2022-2030年） （$MN）
表35 エネルギー貯蔵の世界市場展望、風力発電別（2022-2030年） （$MN）
表36 エネルギー貯蔵の世界市場展望：水力発電（2022-2030年）別 （$MN）
表37 エネルギー貯蔵の世界市場展望、その他の再生可能エネルギー別 （2022-2030） （$MN）
表38 エネルギー貯蔵の世界市場展望：通信別（2022-2030年） （$MN）
表39 エネルギー貯蔵の世界市場展望：無停電電源装置（UPS）別（2022-2030年） （$MN）
表40 エネルギー貯蔵の世界市場展望、マイクログリッド別 （2022-2030） （$MN）
表41 エネルギー貯蔵の世界市場展望、グリッドエネルギー貯蔵別（2022-2030年） （$MN）
表42 エネルギー貯蔵の世界市場展望、その他の用途別（2022-2030年） （$MN）
注：北アメリカ、ヨーロッパ、APAC、南アメリカ、中東/アフリカ地域の表も上記と同様に表記しています。
According to data from the International Energy Agency (IEA), grid-scale battery storage capacity is projected to increase 15-fold by 2030, reaching 160 GW.
Market Dynamics:
Driver:
Increasing penetration of renewable energy
The growing adoption of renewable energy sources like solar and wind is driving significant demand for energy storage solutions. As these sources are intermittent, energy storage systems are crucial for balancing supply and demand, ensuring grid stability, and maximizing the utilization of renewable energy. Storage technologies enable the integration of higher percentages of renewables into the grid, reduce curtailment, and provide backup power during periods of low generation. This symbiotic relationship between renewable energy and storage is a key factor propelling market growth.
Restraint:
High initial investment costs
While prices for technologies like lithium-ion batteries have decreased, the overall system costs, including installation and integration, remain high for many potential users. This financial hurdle can deter smaller-scale implementations and slow down market growth, particularly in developing regions or for smaller businesses. The long payback periods associated with some storage solutions further compound this issue, making it challenging to justify investments without clear long-term benefits or supportive policies.
Opportunity:
Increasing government incentives
Governments worldwide are recognizing the critical role of energy storage in achieving clean energy goals and grid modernization. As a result, many are implementing supportive policies and financial incentives to accelerate storage deployment. These measures include tax credits, grants, rebates, and favorable regulatory frameworks. Such incentives can significantly reduce the cost burden for consumers and businesses, making storage solutions more accessible and economically viable. This governmental support is creating new market opportunities and driving innovation in the energy storage sector.
Threat:
Cybersecurity risks
As energy storage systems become increasingly connected and digitalized, they face growing cybersecurity threats. These systems often integrate with smart grids and other critical infrastructure, making them potential targets for cyberattacks. A successful attack could lead to grid instability, power outages, or even physical damage to equipment. The need for robust cybersecurity measures adds complexity and cost to storage projects. Additionally, concerns about data privacy and security could potentially slow adoption rates, particularly for grid-scale and utility applications.
Covid-19 Impact:
The COVID-19 pandemic disrupted supply chains and project timelines in the energy storage sector. However, it also highlighted the importance of resilient energy systems, potentially accelerating long-term adoption. The crisis led to increased focus on energy security and self-sufficiency, boosting interest in residential and commercial storage solutions. Overall, while short-term impacts were negative, the pandemic may have strengthened the long-term outlook for energy storage.
The grid energy storage segment is expected to be the largest during the forecast period
This grid energy storage segment is expected to register the largest market share over the prediction period. Grid energy storage plays a crucial role in modernizing electricity systems and integrating renewable energy sources. This segment's dominance is driven by increasing grid stability needs, rising renewable energy penetration, and growing demand for peak shaving and load leveling services. Grid storage solutions, ranging from large-scale battery systems to pumped hydro storage, enable utilities to manage supply and demand more effectively, reduce transmission congestion, and defer costly infrastructure upgrades.
The electric vehicle (EV) charging segment is expected to have the highest CAGR during the forecast period
The EV charging segment is expected to witness the highest growth during the forecast period. The rapid growth of the EV charging segment is fueled by the accelerating global transition to electric mobility. Energy storage systems are becoming increasingly crucial for EV charging infrastructure, enabling fast charging capabilities, grid load management, and the integration of renewable energy sources. Storage solutions help mitigate the impact of high-power EV charging on the grid, reduce peak demand charges, and provide backup power for charging stations. As EV adoption rates soar and charging networks expand, the demand for associated storage solutions is expected to grow exponentially.
Region with largest share:
Asia Pacific is expected to dominate the energy storage market. The region's dominance in the energy storage market is driven by countries like China, Japan, and South Korea, which have a robust manufacturing base for batteries and other storage technologies. Significant investments in renewable energy integration, grid modernization, and electric vehicle adoption are creating substantial demand for storage solutions. Government policies supporting clean energy and energy security further boost market growth. The presence of key industry players and a strong focus on technological innovation contribute to the region's market leadership.
Region with highest CAGR:
Asia Pacific is anticipated to witness lucrative growth during the forecast period. The region is experiencing increasing urbanization and industrialization, driving demand for reliable and clean energy. Countries like India and Southeast Asian nations are ramping up their renewable energy capacities, necessitating storage solutions for grid stability. The booming electric vehicle market, particularly in China, is spurring growth in the EV charging segment. Additionally, government initiatives to reduce carbon emissions and enhance energy security are accelerating the adoption of energy storage technologies across the region.
Key players in the market
Some of the key players in Energy Storage market include AES Corporation, Ballard Power Systems, BYD Company Ltd., Contemporary Amperex Technology Co., Ltd (CATL), Fluence Energy, GE Vernova Inc., Gotion High-Tech, Hitachi Energy Ltd., ITM Power, LG Energy Solution, Nel ASA, NextEra Energy, Panasonic Corporation, Plug Power, Samsung SDI Co., Ltd., Siemens Energy, SunPower, and Tesla.
Key Developments:
In June 2024, CATL unveiled TENER, the world's first mass-producible energy storage system with zero degradation in the first five years of use. CATL unveiled this breakthrough technology at ees Europe, the largest and most international exhibition for batteries and energy storage systems in Europe.
In June 2024, Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) and Vertiv (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions, have entered into a strategic technology partnership with a focus on backup power applications for data centres and critical infrastructures, scalable from 200kW to multiple MWs.
In October 2023, SunPower (NASDAQ:SPWR), a leading residential solar technology and energy services provider announced it signed deals with four new home builders for solar standard communities across the country, signaling a rising prioritization of more sustainable, reliable, and affordable energy in new home building. Now Beazer Homes, CC Homes, Meritage Homes and Toll Brothers are pre-installing SunPower Equinox® solar systems in select communities, making it easier than ever for homeowners to adopt clean energy. These four deals represent nearly 1,000 solar homes across eight states.
Technologies Covered:
• Mechanical
• Electrochemical
• Thermal
• Chemical
Applications Covered:
• Residential
• Commercial & Industrial
• Electric Vehicle (EV) Charging
• Renewable Energy
• Telecommunications
• Uninterruptible Power Supply (UPS)
• Microgrids
• Grid Energy Storage
• Other Applications
Regions Covered:
• North America
US
Canada
Mexico
• Europe
Germany
UK
Italy
France
Spain
Rest of Europe
• Asia Pacific
Japan
China
India
Australia
New Zealand
South Korea
Rest of Asia Pacific
• South America
Argentina
Brazil
Chile
Rest of South America
• Middle East & Africa
Saudi Arabia
UAE
Qatar
South Africa
Rest of Middle East & Africa
What our report offers:
- Market share assessments for the regional and country-level segments
- Strategic recommendations for the new entrants
- Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
- Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
- Strategic recommendations in key business segments based on the market estimations
- Competitive landscaping mapping the key common trends
- Company profiling with detailed strategies, financials, and recent developments
- Supply chain trends mapping the latest technological advancements
1 Executive Summary
2 Preface
2.1 Abstract
2.2 Stake Holders
2.3 Research Scope
2.4 Research Methodology
2.4.1 Data Mining
2.4.2 Data Analysis
2.4.3 Data Validation
2.4.4 Research Approach
2.5 Research Sources
2.5.1 Primary Research Sources
2.5.2 Secondary Research Sources
2.5.3 Assumptions
3 Market Trend Analysis
3.1 Introduction
3.2 Drivers
3.3 Restraints
3.4 Opportunities
3.5 Threats
3.6 Technology Analysis
3.7 Application Analysis
3.8 Emerging Markets
3.9 Impact of Covid-19
4 Porters Five Force Analysis
4.1 Bargaining power of suppliers
4.2 Bargaining power of buyers
4.3 Threat of substitutes
4.4 Threat of new entrants
4.5 Competitive rivalry
5 Global Energy Storage Market, By Technology
5.1 Introduction
5.2 Mechanical
5.2.1 Pumped Hydro Storage (PHS)
5.2.1.1 Compressed Air Energy Storage (CAES)
5.2.1.2 Flywheel Energy Storage (FES)
5.3 Electrochemical
5.3.1 Lithium-ion Batteries
5.3.1.1 Lithium Nickel Manganese Cobalt (NMC)
5.3.1.2 Lithium Iron Phosphate (LFP)
5.3.1.3 Other Lithium-ion Chemistries
5.3.2 Lead-acid Batteries
5.3.3 Sodium-Sulfur (NaS) Batteries
5.3.4 Flow Batteries
5.3.4.1 Vanadium Redox Flow Batteries (VRFB)
5.3.4.2 Zinc-Bromine Flow Batteries (ZEB)
5.3.4.3 Other Flow Battery Technologies
5.4 Thermal
5.4.1 Sensible Heat Storage
5.4.2 Latent Heat Storage
5.4.3 Thermochemical Storage
5.5 Chemical
5.5.1 Hydrogen Storage
5.5.2 Synthetic Natural Gas (SNG)
6 Global Energy Storage Market, By Application
6.1 Introduction
6.2 Residential
6.3 Commercial & Industrial
6.3.1 Manufacturing
6.3.2 Healthcare
6.3.3 Data Centers
6.3.4 Other Commercial & Industrial
6.4 Electric Vehicle (EV) Charging
6.5 Renewable Energy
6.5.1 Solar
6.5.2 Wind
6.5.3 Hydro
6.5.4 Other Renewables
6.6 Telecommunications
6.7 Uninterruptible Power Supply (UPS)
6.8 Microgrids
6.9 Grid Energy Storage
6.10 Other Applications
7 Global Energy Storage Market, By Geography
7.1 Introduction
7.2 North America
7.2.1 US
7.2.2 Canada
7.2.3 Mexico
7.3 Europe
7.3.1 Germany
7.3.2 UK
7.3.3 Italy
7.3.4 France
7.3.5 Spain
7.3.6 Rest of Europe
7.4 Asia Pacific
7.4.1 Japan
7.4.2 China
7.4.3 India
7.4.4 Australia
7.4.5 New Zealand
7.4.6 South Korea
7.4.7 Rest of Asia Pacific
7.5 South America
7.5.1 Argentina
7.5.2 Brazil
7.5.3 Chile
7.5.4 Rest of South America
7.6 Middle East & Africa
7.6.1 Saudi Arabia
7.6.2 UAE
7.6.3 Qatar
7.6.4 South Africa
7.6.5 Rest of Middle East & Africa
8 Key Developments
8.1 Agreements, Partnerships, Collaborations and Joint Ventures
8.2 Acquisitions & Mergers
8.3 New Product Launch
8.4 Expansions
8.5 Other Key Strategies
9 Company Profiling
9.1 AES Corporation
9.2 Ballard Power Systems
9.3 BYD Company Ltd.
9.4 Contemporary Amperex Technology Co., Ltd (CATL)
9.5 Fluence Energy
9.6 GE Vernova Inc.
9.7 Gotion High-Tech
9.8 Hitachi Energy Ltd.
9.9 ITM Power
9.10 LG Energy Solution
9.11 Nel ASA
9.12 NextEra Energy
9.13 Panasonic Corporation
9.14 Plug Power
9.15 Samsung SDI Co., Ltd.
9.16 Siemens Energy
9.17 SunPower
9.18 Tesla
List of Tables
Table 1 Global Energy Storage Market Outlook, By Region (2022-2030) ($MN)
Table 2 Global Energy Storage Market Outlook, By Technology (2022-2030) ($MN)
Table 3 Global Energy Storage Market Outlook, By Mechanical (2022-2030) ($MN)
Table 4 Global Energy Storage Market Outlook, By Pumped Hydro Storage (PHS) (2022-2030) ($MN)
Table 5 Global Energy Storage Market Outlook, By Compressed Air Energy Storage (CAES) (2022-2030) ($MN)
Table 6 Global Energy Storage Market Outlook, By Flywheel Energy Storage (FES) (2022-2030) ($MN)
Table 7 Global Energy Storage Market Outlook, By Electrochemical (2022-2030) ($MN)
Table 8 Global Energy Storage Market Outlook, By Lithium-ion Batteries (2022-2030) ($MN)
Table 9 Global Energy Storage Market Outlook, By Lithium Nickel Manganese Cobalt (NMC) (2022-2030) ($MN)
Table 10 Global Energy Storage Market Outlook, By Lithium Iron Phosphate (LFP) (2022-2030) ($MN)
Table 11 Global Energy Storage Market Outlook, By Other Lithium-ion Chemistries (2022-2030) ($MN)
Table 12 Global Energy Storage Market Outlook, By Lead-acid Batteries (2022-2030) ($MN)
Table 13 Global Energy Storage Market Outlook, By Sodium-Sulfur (NaS) Batteries (2022-2030) ($MN)
Table 14 Global Energy Storage Market Outlook, By Flow Batteries (2022-2030) ($MN)
Table 15 Global Energy Storage Market Outlook, By Vanadium Redox Flow Batteries (VRFB) (2022-2030) ($MN)
Table 16 Global Energy Storage Market Outlook, By Zinc-Bromine Flow Batteries (ZEB) (2022-2030) ($MN)
Table 17 Global Energy Storage Market Outlook, By Other Flow Battery Technologies (2022-2030) ($MN)
Table 18 Global Energy Storage Market Outlook, By Thermal (2022-2030) ($MN)
Table 19 Global Energy Storage Market Outlook, By Sensible Heat Storage (2022-2030) ($MN)
Table 20 Global Energy Storage Market Outlook, By Latent Heat Storage (2022-2030) ($MN)
Table 21 Global Energy Storage Market Outlook, By Thermochemical Storage (2022-2030) ($MN)
Table 22 Global Energy Storage Market Outlook, By Chemical (2022-2030) ($MN)
Table 23 Global Energy Storage Market Outlook, By Hydrogen Storage (2022-2030) ($MN)
Table 24 Global Energy Storage Market Outlook, By Synthetic Natural Gas (SNG) (2022-2030) ($MN)
Table 25 Global Energy Storage Market Outlook, By Application (2022-2030) ($MN)
Table 26 Global Energy Storage Market Outlook, By Residential (2022-2030) ($MN)
Table 27 Global Energy Storage Market Outlook, By Commercial & Industrial (2022-2030) ($MN)
Table 28 Global Energy Storage Market Outlook, By Manufacturing (2022-2030) ($MN)
Table 29 Global Energy Storage Market Outlook, By Healthcare (2022-2030) ($MN)
Table 30 Global Energy Storage Market Outlook, By Data Centers (2022-2030) ($MN)
Table 31 Global Energy Storage Market Outlook, By Other Commercial & Industrial (2022-2030) ($MN)
Table 32 Global Energy Storage Market Outlook, By Electric Vehicle (EV) Charging (2022-2030) ($MN)
Table 33 Global Energy Storage Market Outlook, By Renewable Energy (2022-2030) ($MN)
Table 34 Global Energy Storage Market Outlook, By Solar (2022-2030) ($MN)
Table 35 Global Energy Storage Market Outlook, By Wind (2022-2030) ($MN)
Table 36 Global Energy Storage Market Outlook, By Hydro (2022-2030) ($MN)
Table 37 Global Energy Storage Market Outlook, By Other Renewables (2022-2030) ($MN)
Table 38 Global Energy Storage Market Outlook, By Telecommunications (2022-2030) ($MN)
Table 39 Global Energy Storage Market Outlook, By Uninterruptible Power Supply (UPS) (2022-2030) ($MN)
Table 40 Global Energy Storage Market Outlook, By Microgrids (2022-2030) ($MN)
Table 41 Global Energy Storage Market Outlook, By Grid Energy Storage (2022-2030) ($MN)
Table 42 Global Energy Storage Market Outlook, By Other Applications (2022-2030) ($MN)
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.
