세계의 BTM(Behind The Meter) 고정형 축전지 시장 : 기회, 성장 촉진요인, 산업 동향 분석 및 예측(2025-2034년)

The Global Behind The Meter Stationary Battery Storage Market, valued at USD 42.3 billion in 2024, is poised for remarkable growth at a CAGR of 19.5% between 2025 and 2034. This surge is driven by the growing demand for energy independence, cost-efficient solutions, and reliable energy storage systems.

As electricity prices continue to rise and power outages become increasingly frequent, consumers are turning to energy storage technologies to ensure uninterrupted power supply and capitalize on surplus energy generated from renewable sources like solar power. Governments worldwide are bolstering this trend through incentives and subsidies that encourage the adoption of renewable energy and energy storage solutions. Advancements in battery technology, in line with decreasing manufacturing costs, are further transforming the market, making it more accessible to residential, commercial, and industrial consumers. The global shift toward sustainable energy practices underscores the essential role of behind-the-meter battery storage in meeting future energy needs.

The market is categorized by battery type into lithium-ion and lead-acid batteries, with lithium-ion dominating due to its superior energy density, efficiency, and longevity. This segment is forecasted to achieve USD 215.7 billion in revenue by 2034, reflecting its growing adoption across residential and commercial sectors. Lithium-ion batteries are compact, durable, and increasingly affordable, making them the preferred choice for consumers seeking efficient energy storage solutions. Continuous technological innovation in this space is reducing production costs and enhancing performance, further driving demand for these batteries.

Applications of behind-the-meter stationary battery storage span electricity consumers, system operators, and mini-grids, with the electricity consumers segment expected to grow at a CAGR of 19.3% through 2034. The adoption of renewable energy sources such as solar is a primary driver, necessitating efficient storage systems to optimize energy utilization. Rising electricity costs and the emphasis on energy self-sufficiency are prompting households and businesses to integrate battery storage solutions, enabling them to store and manage power effectively. These systems empower users to achieve energy resilience, particularly in regions with unreliable grid infrastructures.

In the United States, the behind-the-meter stationary battery storage market is projected to reach USD 53.7 billion by 2034. Widespread adoption of renewable energy technologies like solar and wind has catalyzed demand for battery storage among residential and commercial users. By storing surplus energy for later use, particularly during peak hours or outages, these systems align with federal and state-level initiatives promoting clean energy and grid resilience. The increasing affordability of renewable energy systems, coupled with favorable policies, positions the U.S. as a key player in the global market expansion.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculation
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid
    • 1.4.2.2 Public

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021 – 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Regulatory landscape
• 3.3 Industry impact forces
  • 3.3.1 Growth drivers
  • 3.3.2 Industry pitfalls & challenges
• 3.4 Growth potential analysis
• 3.5 Porter's Analysis
  • 3.5.1 Bargaining power of suppliers
  • 3.5.2 Bargaining power of buyers
  • 3.5.3 Threat of new entrants
  • 3.5.4 Threat of substitutes
• 3.6 PESTEL Analysis

Chapter 4 Competitive landscape, 2024

• 4.1 Strategic dashboard
• 4.2 Innovation & sustainability landscape

Chapter 5 Market Size and Forecast, By Battery, 2021 – 2034 (USD Million & MW)

• 5.1 Key trends
• 5.2 Lithium-ion
• 5.3 Lead acid

Chapter 6 Market Size and Forecast, By Application, 2021 – 2034 (USD Million & MW)

• 6.1 Key trends
• 6.2 Electricity consumers
• 6.3 System operations
• 6.4 Mini grids

Chapter 7 Market Size and Forecast, By Region, 2021 – 2034 (USD Million & MW)

• 7.1 Key trends
• 7.2 North America
  • 7.2.1 U.S.
  • 7.2.2 Canada
  • 7.2.3 Mexico
• 7.3 Europe
  • 7.3.1 UK
  • 7.3.2 France
  • 7.3.3 Germany
  • 7.3.4 Italy
  • 7.3.5 Russia
  • 7.3.6 Spain
• 7.4 Asia Pacific
  • 7.4.1 China
  • 7.4.2 Australia
  • 7.4.3 India
  • 7.4.4 Japan
  • 7.4.5 South Korea
• 7.5 Middle East & Africa
  • 7.5.1 Saudi Arabia
  • 7.5.2 UAE
  • 7.5.3 Turkey
  • 7.5.4 South Africa
  • 7.5.5 Egypt
• 7.6 Latin America
  • 7.6.1 Brazil
  • 7.6.2 Argentina

Chapter 8 Company Profiles

• 8.1 C&D Technologies
• 8.2 Duracell
• 8.3 Enersys
• 8.4 Exide Industries
• 8.5 Furukawa Battery
• 8.6 GS Yuasa International
• 8.7 Johnson Controls
• 8.8 Lockheed Martin
• 8.9 Narada
• 8.10 Panasonic
• 8.11 Ritar International Group
• 8.12 Siemens