世界の非電池式エネルギー貯蔵（NBES）の成長機会

再生可能エネルギーによる発電は、政府や民生・産業界による脱炭素化の取り組みの中心となっています。蓄電は、再生可能エネルギーが抱える間欠性などの課題を解決し、近年大きな投資を受けている再生可能エネルギーの普及を加速させるものです。非電池式貯蔵への潜在的な投資は、今後数年間で、すべての技術において数千億米ドルを超えると予想されており、非電池式貯蔵に関わる物流、運用・保守（O&M）、融資、技術など、バリューチェーン全体でいくつかの機会が存在すると考えられます。

当レポートでは、世界の非電池式エネルギー貯蔵（NBES）について調査分析し、市場成長促進・抑制要因、セグメント別・地域別の分析、主要企業、成長機会などの情報を提供しています。

目次

戦略的必須事項

• 成長がますます困難になっているのはなぜか？
• The Strategic Imperative 8（TM）
• 上位3つの戦略的必須事項がNBES業界に与える影響
• 成長機会がGrowth Pipeline Engineを促進
• 主な調査結果
• 分析範囲
• セグメンテーション

成長機会分析

• 代替エネルギー貯蔵を行う理由
• NBES技術の比較
• 成長促進要因
• 成長抑制要因
• 世界のエネルギー貯蔵におけるNBESテクノロジーのシェア
• 世界のNBES動向
• 主な競合他社
• 設備容量予測：国別
• 設備容量予測：技術別
• 容量追加予測：国別
• 容量追加予測：技術別
• 投資予測：国別
• 投資予測：技術別

機械的エネルギー貯蔵

• PSH
• PSHの設備容量
• PSHの利点
• PSH市場の可能性
• Quidnet Energyの地機械揚水式貯留（GPS）

電力からガス（P2G）へのエネルギー貯蔵

• 電力から水素（Power to Hydrogen）：なぜ水素？
• 水素アプリケーション
• 水素政策への取り組み
• 世界の水素輸出入の可能性
• 水素バリューチェーン
• SunHydrogen, Inc.
• Hydrogen ions LOHC Technologies GmbH
• 保管のための代替品の使用

圧縮空気エネルギー貯蔵（CAES）

• CAES
• 等温CAES

運動エネルギー貯蔵

• FES
• FES：世界の容量追加ホットスポット
• Beacon Power, Inc.
• GES
• Energy Vault, Inc.
• Ares

熱エネルギー貯蔵（TES）

• TES
• Hyme Energy - Seaborg Technologies
• SaltX Technology
• Viking Cold Solutions, Inc.

コンデンサ

• コンデンサ
• 設置容量
• ウルトラキャパシタ - 独自のアプリケーション
• Skeleton Technologies, Inc.
• UCAP Power, Inc.

国別の分析

• 米国
• 中国
• ドイツ
• スペイン
• イタリア
• 英国
• 世界のその他の地域

成長機会領域

• 成長機会1：バリューチェーンへの参画
• 成長機会2：揚水発電 - サービス/改造
• 成長機会3：サービスとしてのエネルギーストレージ（Energy Storage-as-a-Service）
• 成長機会4：水素輸送
• 成長機会5：蓄電システムの技術サポート
• 図表一覧
• 免責事項

Net-zero Goals to Drive Future Growth Potential

Renewable power generation has been central to decarbonization initiatives by governments and the commercial and industrial (C&I) sector. Energy storage solutions address the challenges posed by renewable power sources, including intermittency, thereby accelerating the deployment of renewables, which have rightfully gained substantial investments in recent years. Pumped hydro storage, which has dominated long-duration energy storage for more than a century, is now being challenged by other new and promising low-cost, high-efficiency technologies, each with unique benefits for end users.

Forecasts are based on energy storage targets that governments aim to achieve by 2030 to meet their climate change targets; announced projects (where available); and Frost & Sullivan's assessment of the growth potential of energy technologies.

With potential investments in non-battery storage expected to exceed hundreds of billions of dollars over the next few years across all technologies, several opportunities exist across the value chain, including logistics, operations and maintenance (O&M), financing, and technology related to non-battery storage.

The study profiles countries committed to decarbonization and those investing in technology R&D and commercialization. It also highlights companies that have contributed innovative solutions in this space.

Key regions for investment for energy storage technologies have been identified based on investments and interest in a particular technology, either due to its suitability to the geography (or the project) or commercial advancements in the technology.

Research Highlights:

This Frost & Sullivan study highlights the advantages of non-battery technologies over short-duration battery energy storage solutions. It also analyzes the growth opportunities and market potential for well-established industry participants and new entrants.

Key Issues Addressed:

• What is the current status of the global non-battery energy storage market?

• What are the key drivers and restraints affecting market growth? What are the competitive factors in this market?

• Is the market growing; how long will it continue to grow, and at what rate will it grow?

• Which are the key growth regions for non-battery energy storage that market participants can consider for expansion? Which countries are suitable for investments in these regions?

• Who are the key market participants, and what are their innovative business models or solutions?

• How is revenue expected to change over the course of the next few years?

• What avenues are available for strategic investments in the market, and how best can key stakeholders benefit from them?

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the NBES Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Key Findings
• Scope of Analysis
• Segmentation

Growth Opportunity Analysis

• Why Alternative Energy Storage?
• Comparison of NBES Technologies
• Growth Drivers
• Growth Restraints
• Share of NBES Technologies in Global Energy Storage
• Global NBES Trends
• Key Competitors
• Installed Capacity Forecast by Country
• Installed Capacity Forecast by Technology
• Capacity Addition Forecast by Country
• Capacity Addition Forecast by Technology
• Investment Forecast by Country
• Investment Forecast by Technology

Mechanical Energy Storage

• PSH
• PSH Installed Capacity
• Advantages of PSH
• PSH Market Potential
• Quidnet Energy's Geomechanical Pumped Storage (GPS)

Power-to-Gas Energy Storage (P2G)

• Power to Hydrogen-Why Hydrogen?
• Hydrogen Applications
• Hydrogen-Policy Initiatives
• Global Hydrogen Export-Import Potential
• Hydrogen Value Chain
• SunHydrogen, Inc.
• Hydrogenious LOHC Technologies GmbH
• Use of Alternatives for Storage

Compressed Air Energy Storage (CAES)

• CAES
• CAES (continued)
• Isothermal CAES

Kinetic Energy Storage

• FES
• FES-Global Hotspots for Capacity Addition
• Beacon Power, Inc.
• GES
• Energy Vault, Inc.
• Ares

Thermal Energy Storage (TES)

• TES
• TES (continued)
• TES (continued)
• Hyme Energy-Seaborg Technologies
• SaltX Technology
• Viking Cold Solutions, Inc.

Capacitors

• Capacitors
• Installed Capacity
• Ultracapacitors-Unique Applications
• Skeleton Technologies, Inc.
• UCAP Power, Inc.

Country Analysis

• The United States
• China
• Germany
• Spain
• Italy
• The United Kingdom
• RoW

Growth Opportunity Universe

• Growth Opportunity 1: Value Chain Participation
• Growth Opportunity 1: Value Chain Participation (continued)
• Growth Opportunity 2: Pumped Hydro Storage - Services/Retrofits
• Growth Opportunity 2: Pumped Hydro Storage - Services/Retrofits (continued)
• Growth Opportunity 3: Energy Storage-as-a-Service
• Growth Opportunity 3: Energy Storage-as-a-Service (continued)
• Growth Opportunity 4: Hydrogen Transport
• Growth Opportunity 4: Hydrogen Transport (continued)
• Growth Opportunity 5: Technology Support for Energy Storage Systems
• Growth Opportunity 5: Technology Support for Energy Storage Systems (continued)
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer