市場調査レポート
商品コード
1269460

世界のエネルギー貯蔵の価格動向:定置型グリッドスケール・BTMバッテリー貯蔵の予測(2023年~2032年)

Global Energy Storage Pricing Trends: Stationary Grid-Scale and Behind-the-Meter Battery Storage Systems Forecasts, 2023-2032

出版日: | 発行: Guidehouse Insights | ページ情報: 英文 34 Pages; 30 Tables, Charts & Figures | 納期: 即納可能 即納可能とは

価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=152.52円
世界のエネルギー貯蔵の価格動向:定置型グリッドスケール・BTMバッテリー貯蔵の予測(2023年~2032年)
出版日: 2023年05月05日
発行: Guidehouse Insights
ページ情報: 英文 34 Pages; 30 Tables, Charts & Figures
納期: 即納可能 即納可能とは
  • 全表示
  • 概要
  • 図表
  • 目次
概要

当レポートでは、技術やベンダーが重複する定置型貯蔵市場について調査し、設置システムやコンポーネントの価格分析などの情報を提供しています。

目次

第1章 エグゼクティブサマリー

  • 市場の最新情報
  • 市場予測

第2章 市場の問題

  • 市場概要
  • エネルギー貯蔵技術のイントロダクション
    • リチウムイオン電池
    • 先進的な鉛蓄電池
    • 圧縮空気エネルギー貯蔵
    • フロー電池
    • フライホイール
    • ナトリウム系電池
    • パワーツーガス(Power to Gas)
    • 揚水発電
    • ウルトラキャパシタ
  • 促進要因
    • 技術進歩
    • 政策進歩
    • 製造業の進歩
  • 障壁
    • 短期的なインフレへの影響
    • 高需要と業界間の競合
    • 材料とサプライチェーンのハードル
  • グリッド貯蔵プロジェクトのコストコンポーネント
  • 分散型エネルギー貯蔵プロジェクトのコストコンポーネント

第3章 業界のバリューチェーン

  • リチウムイオン電池のバリューストリームコンポーネント
    • 上流への影響
    • 中流への影響
    • 下流への影響

第4章 市場予測

  • 調査手法
  • リチウムイオン電池の価格
  • グリッド貯蔵プロジェクトの技術比較
  • リチウムイオンESSプロジェクト価格設定:コンポーネント別
    • 住宅
    • C&I
    • ユーティリティスケール

第5章 結論・提言

  • 重要ポイント
  • 提言
    • ESSベンダー
    • 貯蔵アダプター

第6章 頭字語と略語のリスト

第7章 目次

第8章 図表

第9章 調査範囲、情報源と調査手法、注記

図表

List of Tables

Grid Storage Project Cost Components and Base, Low, and High Case Assumptions

  • Utility-Scale Li-Ion Battery System Pricing by System Duration, 20 MW, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Large Format Li-Ion Battery Cell Pricing by Technology Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale ESS CAPEX Assumptions by Technology, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, Base Case, Average Installed Costs, US: 2023-2032
  • Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, High Case, Average Installed Costs, US: 2023-2032
  • Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, Low Case, Average Installed Costs, US: 2023-2032
  • C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, Base Case, Average Installed Costs, US: 2023-2032
  • C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, High Case, Average Installed Costs, US: 2023-2032
  • C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, Low Case, Average Installed Costs, US: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, High Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, Low Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, High Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, Low Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, High Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, Low Case, Average Installed Costs, World Markets: 2023-2032

List of Figures

  • Utility-Scale Li-Ion Battery System Pricing by System Duration, 20 MW, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Large Format Li-Ion Battery Cell Pricing by Technology Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale ESS CAPEX Assumptions by Technology, Base Case, Average Installed Costs per kW, World Markets: 2023-2032
  • Utility-Scale ESS CAPEX Assumptions by Technology, Base Case, Average Installed Costs per kWh, World Markets: 2023-2032
  • Residential Li-Ion Battery System Pricing by Cost Component, 5 kW / 12 kWh, Base Case, Average Installed Costs, US: 2023-2032
  • C&I Building Li-Ion Battery System Pricing by Cost Component, 250 kW / 500 kWh, Base Case, Average Installed Costs, US: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 40 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 20 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032
  • Utility-Scale Li-Ion Battery System Pricing by Cost Component, 20 MW / 80 MWh, Base Case, Average Installed Costs, World Markets: 2023-2032

Battery Material Mining & Refining Capacity

Li-ion Battery Value Chain

目次
Product Code: MF-ESPF-23

The stationary energy storage market is undergoing rapid and significant changes, resulting in a push and pull effect on system pricing. As grid operators and end users around the world aim for aggressive decarbonization targets, energy storage plays an integral role in the mix of technology solutions. Lithium ion (Li-ion) battery manufacturers are rushing to ramp up manufacturing capacity as demand soars from the stationary and mobility sectors.

Several internal and external factors have contributed to sharp price increases for grid-scale Li-ion energy storage systems (ESS) over the past 2 years. With limited options for mature, clean, dispatchable technologies and with fast-approaching clean electric mandates, current demand among many utilities has proven to be inelastic. While higher than average global inflation and rising demand have driven prices up in the short term, longer-term challenges such as limited raw material availability and refining and manufacturing capacity are prevalent throughout the Li-ion supply chain. These challenges are being met with robust new developments from battery manufacturers, technology developers, and political leaders, resulting in a complex and fast-moving market for the foreseeable future.

This report provides analysis and detailed projections through 2032 of installed system and component prices for stationary storage markets with overlapping technologies and vendors: residential energy storage, commercial and industrial (C&I) energy storage, and utility-scale energy storage of varying system durations. The report focuses primarily on pricing specifics for Li-ion ESS-the predominant technical solution in the marketplace today-but also includes comparison pricing for other advanced stationary storage technologies.

Table of Contents

1. Executive Summary

  • 1.1 Market Update
  • 1.2 Market Forecast

2. Market Issues

  • 2.1 Market Overview
  • 2.2 Introduction to Energy Storage Technologies
    • 2.2.1 Li-Ion Batteries
    • 2.2.2 Advanced Lead-Acid Batteries
    • 2.2.3 Compressed Air Energy Storage
    • 2.2.4 Flow Batteries
    • 2.2.5 Flywheels
    • 2.2.6 Sodium-Based Batteries
    • 2.2.7 Power to Gas
    • 2.2.8 Pumped Hydro Storage
    • 2.2.9 Ultracapacitors
  • 2.3 Drivers
    • 2.3.1 Technical Advances
    • 2.3.2 Policy Advances
    • 2.3.3 Manufacturing Advances
  • 2.4 Barriers
    • 2.4.1 Short-Term Inflation Impacts
    • 2.4.2 High Demand and Competition among Industries
    • 2.4.3 Material and Supply Chain Hurdles
  • 2.5 Cost Components of Grid Storage Projects
  • 2.6 Cost Components of Distributed Energy Storage Projects

3. Industry Value Chain

  • 3.1 Li-Ion Battery Value Stream Components
    • 3.1.1 Upstream Impacts
    • 3.1.2 Midstream Impacts
    • 3.1.3 Downstream Impacts

4. Market Forecasts

  • 4.1 Methodology
  • 4.2 Li-Ion Cell Prices
  • 4.3 Grid Storage Project Technology Comparisons
  • 4.4 Li-Ion ESS Project Pricing by Component
    • 4.4.1 Residential
    • 4.4.2 C&I
    • 4.4.3 Utility Scale

5. Conclusions and Recommendations

  • 5.1 Key Takeaways
  • 5.2 Recommendations
    • 5.2.1 ESS Vendors
    • 5.2.2 Storage Adopters

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes