レドックスフロー電池の世界市場：市場予測 (全26件)、ロードマップ、技術、メーカー分析 (48社)、最新研究パイプライン (2024年～2044年)

分析概要

50億米ドル規模のレドックスフロー電池 (RFB) 企業が登場

世界のRFB市場は、抜本的な改良と再配置により、220億米ドル以上に拡大する見通しです。新しい技術と市場の優先順位への転換を主導すれば、50億米ドル規模の市場リーダーが誕生するでしょう。

変化の促進要因

3つの新たな動向がRFBにとって極めて重要であることが立証されています。それらは根本的に異なる設計であり、最大・最新の機会にはLDES (長期エネルギー貯蔵技術) やビヨンドグリッド (beyond grid) など、マイクログリッドよりもはるかに多くのものが含まれています。

RFBのコストは、新技術と大量販売によって低下するでしょう。サイズが半分になり、コストが60%下がり、温度範囲が広がり、有害物質や高価な金属が取り除かれるなど、仕様が根本的に改善されるでしょう。ただし、RFBがまだ売れる理由は他にもあります。そして、10億米ドル規模のバナジウムRFB企業が出現するでしょう。

当レポートでは、世界のレドックスフロー電池 (RFB) 市場について分析し、技術の概略や、昨今の技術開発状況と開発中の主な技術、市場の基本構造・最新情勢・促進要因、主要企業 (全58社、メーカー48社を含む) のプロファイル、といった情報を取りまとめてお届けいたします。

目次

第1章 エグゼクティブサマリー・結論

第2章 イントロダクション

• 概要：電動化と据置型化が可搬型ストレージを追い越す
• 世界各地での風力・太陽エネルギー電源が成長
• 再充電可能なエネルギー貯蔵が、使い捨てに代わって普及
• ビヨンドグリッドLDESの機会に、マイクログリッドなどがどのように関与するか
• オフグリッドのメガトレンド
• 太陽光発電のメガトレンド
• グリッド vs ビヨンドグリッドLDES
• LCOS (均等化発電原価)：概要・定義・有用性
• 基本的なRFB (レドックスフロー電池)
• インフォグラム：物理的には、RFBは充電式バッテリーとして再発明された燃料電池である
• オングリッド・オフグリッドで競合するRFBの事例

第3章 RFBの設計原則・調査パイプライン・有害物質の代替・SWOT評価

• 概要、コスト分析、フットプリント削減、次の設計課題
  • 概要
  • コストの問題、コストの内訳、改善の可能性
  • フットプリントの削減
• RFBの種類 (化学物質別・反応別) とパラメータ評価
• 基本的なRFBハードウェアとシステム設計
• バナジウムRFBの設計
• 全鉄製RFBの設計
• 鉄クロム金属リガンドの設計
• その他の金属リガンドRFBの設計
• 臭素水素RFBの設計
• 有機RFBの設計
• RFB膜の設計
  • 問題点
  • 膜の難易度と使用・提案された材料
  • RFB膜の近年の研究
• RFBの研究パイプライン
  • 概要
  • 極端な約束
  • 研究パイプライン分析：108件の論文 (2022年から2023年末まで)
  • 鉄系電解質RFBの研究
  • バナジウム電解質RFBの研究
  • 有機電解質RFBの研究
  • 亜鉛電解質RFBの研究
  • 一般金属およびその他金属のRFBの研究
  • マンガンベースのRFBの研究
• 有害物質の取り組むべき課題と、各企業の現在の実績
• 一般型RFBのSWOT評価
• 定置型ストレージ向けRFBのSWOT評価
• LDES向けRFBのSWOT評価
• ハイブリッドRFBのSWOT評価
• 代替品に対するバナジウムRFBのSWOT評価

第4章 RFB企業 (58社：メーカー・材料プロバイダー)：比較と概略

• RFB企業 (58社) の比較：8項目 (企業名、ブランド、テクノロジー、技術、準備状況、ビヨンドグリッドへの注力、LDESへの注力、コメント)
• RFB企業 (58社) (メーカー48社、主要材料/サービス10社) のプロファイル - ビヨンドグリッドLDESの可能性を評価

第5章 LDES・一次RFBの市場：原則、指標、技術、新規ニーズ (2024年～2044年)

• 概要：定義、グリッド／ビヨンドグリッドのさまざまなニーズ
• 12種類のLDES技術の選択肢：7つの指標で比較
• 9つの主要なLDES技術ファミリー (RFBを含む) と、その他の17の基準
• RFB LDES
  • RFBはLDES期間の延長をどのように争っているのか
  • ビヨンドグリッド・LDES RFBの動向のリーダー
• RFBとその他のオプション：同等の効率と保管時間の関係
• LDESテクノロジーの利用可能なサイトとスペース効率の関係
• LCOSの動向 ($/kWh) と蓄電・放電時間の関係
• LDES電力の動向 (GW) と、蓄電・放電時間の関係
• LDES技術の蓄電日数と定格電力 (MW) の回復
• さまざまな遅延後に、LDES技術を用いて、ピーク電力でLDESを供給する可能性

第6章 ビヨンドグリッドLDES向けレドックスフロー電池

• 概要
• ビヨンドグリッド：建築物・産業プロセス・ミニグリッド・マイクログリッド・その他
• ビヨンドグリッドの電力生産・管理
• より長期間の蓄電が必要になる傾向
• LDESの必要性を減らすための戦略による、LDESのエスカレーションの抑制
• グリッド・ビヨンドグリッド向けLDESツールキット
• ビヨンドグリッド発電の市場促進要因 - 特にLDESの提供
• ビヨンドグリッド蓄電の多機能性
• LDESのコスト面の課題
• グリッド・ビヨンドグリッドにおけるLDES技術の可能性の全体像
• ビヨンドグリッドLDESがRFBで最大の市場規模・金額となる理由 (2024年～2044年)
• LDES技術：最大の販売量 (2024年～2044年)

Report Summary:

Here Comes a $5 billion Redox Flow Battery Company

The market for redox flow batteries RFB will rise to over $22 billion as they are radically improved and repositioned. You can create the market leader at $5 billion if you lead the pivoting to new technology and market priorities. So says the unique 284-page Zhar Research report, "Redox Flow Batteries: 28 Market Forecasts, Roadmaps, Technologies, 48 Manufacturers, Research Pipeline 2024-2044" has the detail. Many market reports look at a few players and mainly the obvious grid opportunity, but this report takes a much closer look. Hundreds of latest research papers to the end of 2023 have been examined and interviews carried out. The activities of 58 companies dominating the value chain are assessed, including 48 companies making, or about to make RFB. The basics of the physics and chemistry are considered including hybrid RFB taking market share. Trends are carefully established.

Drivers of change

The vital importance to RFB of three emerging trends are established and detailed in specific chapters. They are radically different designs and how the largest emerging opportunities will now involve long duration energy storage and beyond-grid, which embraces far more than microgrids. The major opportunity in grids is also closely appraised.

Dr. Peter Harrop, CEO of Zhar Research, advises, "RFB costs will tumble with new technologies and volume sales. Specifications will radically improve, such as halving size, cost down 60%, wider temperature range, removing toxigens and expensive metals. However, there are reasons why RFB retaining some of this will still sell. A $1 billion vanadium RFB company will appear."

Many technologies will succeed as the market fragments. Emerging competition, best partners and acquisitions? Detailed roadmaps of technology and market milestones, forecasts, technology issues, gaps in the market? They are here based on latest inputs. Older reports are useless for this fast-moving subject. See data to the end of 2023 that is continuously updated.

28 forecast lines

The Executive Summary and Conclusions at 41 pages gives the whole picture in 1-2 hours of reading. Bullet conclusions, new infograms, SWOT appraisals, 28 forecast lines and graphs 2024-2044, two roadmaps 2024-2044 showing milestones ahead. 48 manufacturers and putative manufacturers are tabulated and prioritised with their essential features. Learn how to make a billion-dollar company in vanadium RFB and named alternatives and hybrids can get you to $5 billion. Who to buy or partner? Understand why you should participate in the extremes of the house and the grid market but your leadership opportunity lies primarily in-between.

The Introduction at 24 pages explains why the world is electrifying and off-grid is trending. See how it is possible that the stationary storage market may overtake the mobile storage market including electric vehicles. Understand intermittency issues with solar and wind power, creating Long Duration Energy Storage LDES needs, many of which can be addressed by RFB. This is a balanced assessment so it reveals options for reducing the need for storage and their potential. Many new graphics make the megatrends of electrification, solar, LDES and beyond-grid easy to grasp. The chapter closes with RFB design basics and latest examples of RFB competing both on- and off-grid.

Chapter 3 (58 pages) covers RFB design principles and research pipeline with new graphics, pictures, and SWOT appraisals. Absorb the detailed look at cost issues that move markets - how liquids and membranes mostly dominate cost but evaluating the rest as well. Learn how footprint matters in most of the major RFB markets emerging and that is as much a matter of making them safely stackable as just increasing energy density. Some RFB can work without aircon, space between units or major firefighting infrastructure. Enjoy the deluge of materials opportunities and how they are changing. Here are the vanadium and alternative designs, iron-based options, metal-chelates, hydrogen bromine and more. Cutting across all that is organic, aqueous and mixed liquids appraisal, detail on membrane improvement, including no membrane at all.

Elephant in the room

The elephant in the room with RFB is toxigens and this chapter addresses them. See highly corrosive acids, cyanide radicals, toxigen intermediates where the precursors and breakdown products are carcinogenic, including fluoropolymers the European Union may ban. Understand the 11 escape routes needed and the companies behind them, as uses proliferate. Controlled disposal of materials and recycling of valuable metals become problematic. Here again are many research references to end 2023, constantly updated.

Chapter 4 (132 pages) examines 48 RFB manufacturers and putative manufacturers and ten support companies that may enter manufacture later. A table compares them in 8 columns: name, brand, technology, technology readiness, beyond grid focus, LDES focus and comment with the most promising companies highlighted. 130 pages then give profiles with indicators of future success - sales achievements, technology, progress to beyond-grid and long duration energy storage, size and cost reduction. This explains why vanadium RFB will grow sales for another 20 years but certain alternatives will grow faster.

Chapter 5 uses 24 pages, mostly infograms, to explain how LDES will soon be involved in most RFB sales. Here are the principles, parameters, technologies, new needs 2024-2044. Here are different needs for grid vs beyond-grid is followed by the 12 LDES technology choices compared in 7 columns, nine primary LDES technology families, including RFB, vs 17 other criteria then the place of RFB in this. See how RFB is competing for increasing LDES duration, leaders in the trends to beyond-grid and LDES RFB. Then comes equivalent efficiency vs storage hours for RFB and other options, available sites vs space efficiency for LDES technologies, LCOS $/kWh trend vs storage and discharge time, LDES power GW trend vs storage and discharge time, days storage vs rated power return MW for LDES technologies, potential by technology to supply LDES at peak power after various delays. All this compares RFB with many alternatives including how they will evolve 2024-2044.

Chapter 6 takes that forward to "Redox flow batteries for LDES beyond grids" with overview of how this is much more than microgrids. Then it fully addresses beyond-grid: buildings, industrial processes, microgrids, other. Next is beyond-grid electricity production and management and the trend to needing longer duration storage for these. That is balanced by how strategies for reducing LDES need can limit escalation of LDES but not stop it. The LDES toolkit for grid and beyond-grid, including RFB, is presented and market drivers of beyond-grid electricity generation notably providing LDES. Here is the multifunctional nature of beyond-grid storage and the LDES cost challenge. For example, long delay of electricity means greater amount stored not just minimising self-leakage. It gives the big picture of LDES technology potential for grid and beyond-grid, all of this being mostly new infograms. They continue with why beyond-grid LDES will become the largest number and value market for RFB 2024-2044 and technologies for largest number of LDES sold 2024-2044. After all, some will seek to sell millions and others will prioritise larger versions. Successful RFB from 1kWh to 1GWh is coming. Only this Zhar Research report, "Redox Flow Batteries: 28 Market Forecasts, Roadmaps, Technologies, 48 Manufacturers, Research Pipeline 2024-2044" . has the latest information and thorough analysis, lucidly presented, for you to find your place in all that.

Table of Contents

1. Executive summary and conclusions

• 1.1. Purpose of this report
• 1.2. The different characteristics of grid utility and beyond-grid LDES 2024-2044
• 1.3. Eight primary conclusions: RFB markets and industry with five infograms
• 1.4. 16 primary conclusions concerning RFB technologies
  • 1.4.1. The conclusions
  • 1.4.2. Seven RFB parameters reaching volume sale, vanadium vs other 2024-2044
• 1.5. 48 RFB manufacturers compared in 8 columns: name, brand, technology, tech. readiness, beyond grid focus, LDES focus, comment
• 1.6. Pie charts of active material and country of 43 RFB manufacturers
• 1.7. SWOT appraisal of regular RFB
• 1.8. SWOT appraisal of hybrid RFB
• 1.9. SWOT appraisal of vanadium RFB against alternatives
• 1.10. RFB roadmap by market and by technology 2024-2044
• 1.11. Long Duration Energy Storage LDES roadmap 2023-2044
• 1.12. Market forecasts in 28 lines
  • 1.12.1. RFB global value market grid vs beyond-grid 2023-2044 table, graph, explanation
  • 1.12.2. RFB global value market short term and LDES 2023-2044 table, graph, explanation
  • 1.12.3. Vanadium vs non-vanadium RFB beyond-grid LDES market % 2024-2044 table, graph, explanation
  • 1.12.4. Regular vs hybrid RFB value sales 2024-2044 table, graph, explanation
  • 1.12.5. Regional share of RFB value market in four regions 2024-2044
  • 1.12.6. LDES total energy storage value market showing beyond-grid gaining share 2023-2044
  • 1.12.7. Beyond-grid LDES market for microgrids, minigrids and other sites in 8 categories $ billion 2023-2044: table, graphs, explanation
  • 1.12.8. Total LDES market in 11 technology categories $ billion 2023-2044 table and graphs

2. Introduction

• 2.1. Overview: going electric and stationary overtaking mobile storage
• 2.2. Growth of wind and solar energy sources across the world
• 2.3. Rechargeable energy storage replaces single use and proliferates
• 2.4. How the beyond-grid LDES opportunity involves microgrids and much more
• 2.5. The off-grid megatrend
• 2.6. The solar megatrend
• 2.7. Grid vs beyond-grid LDES
• 2.8. Overview, definition and usefulness of Levelised Cost of Storage LCOS
• 2.9. Basic Redox Flow Battery RFB
• 2.10. Infogram: Physically, RFB are fuel cells reinvented as rechargeable batteries
• 2.11. Examples of RFB competing on-grid and off-grid

3. RFB design principles, research pipeline, toxigen alternatives and SWOT appraisals

• 3.1. Overview, cost analysis, footprint reduction and next design challenges
  • 3.1.1. General
  • 3.1.2. Cost issues, cost breakdown and potential improvement
  • 3.1.3. Footprint reduction
• 3.2. Types of RFB by chemistry and reaction with parameter appraisal
• 3.3. Basic RFB hardware and system design
• 3.4. Vanadium RFB design
• 3.5. All-iron RFB design
• 3.6. Iron Chromium metal ligand design
• 3.7. Other metal ligand RFB design
• 3.8. Hydrogen-bromine RFB design
• 3.9. Organic RFB design
• 3.10. RFB membrane design
  • 3.10.1. Issues
  • 3.10.2. Membrane difficulty levels and materials used and proposed
  • 3.10.3. Recent RFB membrane research
• 3.11. RFB research pipeline
  • 3.11.1. Overview
  • 3.11.2. Extreme promises
  • 3.11.3. Research pipeline analysis: 108 papers from 2022 to end of 2023
  • 3.11.4. Iron-based electrolyte RFB research
  • 3.11.5. Vanadium electrolyte RFB research
  • 3.11.6. Organic electrolyte RFB research
  • 3.11.7. Zinc electrolyte RFB research
  • 3.11.8. General and other metals RFB research
  • 3.11.9. Manganese-based RFB research
• 3.12. Toxigen issues to tackle and current achievements by company
• 3.13. SWOT appraisal of regular RFB
• 3.14. SWOT appraisal of RFB for stationary storage
• 3.15. SWOT appraisal of RFB for LDES
• 3.16. SWOT appraisal of hybrid RFB
• 3.17. SWOT appraisal of vanadium RFB against alternatives

4. 58 RFB companies manufacturers, key materials providers compared and profiled in 132 pages

• 4.1. 58 RFB companies compared in 8 columns: name, brand, technology, tech. readiness, beyond grid focus, LDES focus, comment
• 4.2. Profiles of 58 RFB companies (48 manufacturers, 10 in key materials/ services) in 130 pages with appraisal for beyond-grid LDES potential

5. LDES, the primary RFB market: principles, parameters, technologies, new needs 2024-2044

• 5.1. Overview: definition, different needs for grid vs beyond-grid
• 5.2. The 12 LDES technology choices compared in 7 columns
• 5.3. Nine primary LDES technology families, including RFB, vs 17 other criteria
• 5.4. RFB LDES
  • 5.4.1. How RFB is competing for increasing LDES duration
  • 5.4.2. Leaders in the trends to beyond-grid and LDES RFB
• 5.5. Equivalent efficiency vs storage hours for RFB and other options
• 5.6. Available sites vs space efficiency for LDES technologies
• 5.7. LCOS $/kWh trend vs storage and discharge time
• 5.8. LDES power GW trend vs storage and discharge time
• 5.9. Days storage vs rated power return MW for LDES technologies
• 5.10. Potential by technology to supply LDES at peak power after various delays

6. Redox flow batteries for LDES beyond grids

• 6.1. Overview
• 6.2. Beyond-grid: buildings, industrial processes, minigrids, microgrids, other
• 6.3. Beyond-grid electricity production and management
• 6.4. The trend to needing longer duration storage
• 6.5. Strategies for reducing LDES need can limit escalation of LDES
• 6.6. LDES toolkit for grid and beyond-grid
• 6.7. Market drivers of beyond-grid electricity generation notably providing LDES
• 6.8. Multifunctional nature of beyond-grid storage
• 6.9. LDES cost challenge
• 6.10. Big picture of LDES technology potential for grid and beyond-grid
• 6.11. Why beyond-grid LDES will become the largest number and value market for RFB 2024-2044
• 6.12. Technologies for largest number of LDES sold 2024-2044