장기간 에너지 저장(LDES) 시장 : 시장 기회, 성장 요인, 업계 동향 분석 및 예측(2025-2034년)

The Global Long Duration Energy Storage Market was valued at USD 3.1 billion in 2024 and is estimated to grow at a CAGR of 10.6% to reach USD 8.7 billion by 2034.

Growth is driven by the increasing adoption of renewable energy sources like wind and solar, which require reliable storage solutions to manage variability. Unlike short-duration batteries, LDES systems can store energy for 10 hours or more, making them crucial for maintaining grid stability during multi-day weather events or seasonal fluctuations. Government support, particularly from initiatives like the U.S. Department of Energy's pilot programs committing USD 100 million in 2024, is accelerating development and deployment. These programs aim to reduce costs and encourage technologies that extend beyond conventional lithium-ion storage. As the world prioritizes decarbonization and energy security, LDES is becoming indispensable for integrating intermittent renewable sources and ensuring an uninterrupted electricity supply.

The mechanical storage solutions segment is expected to reach USD 8.5 billion by 2034, highlighting its role in the LDES landscape. Technologies like pumped hydro and compressed air energy storage (CAES) offer high cycle efficiencies of 79-98% and can operate at large scales, though they require specific infrastructure such as reservoirs or caverns. Thermal energy storage (TES) provides flexible, modular systems that utilize abundant thermal resources, while electromechanical storage delivers rapid response and scalable solutions without needing specialized locations.

The energy storage systems segment with durations of 8-24 hours is forecasted to grow at a 10% CAGR through 2034. These systems, along with those exceeding 24-36 hours, are essential for bridging gaps caused by renewable intermittency. While short-duration batteries address hourly fluctuations, long-duration segments manage daily or multi-day energy deficits, ensuring a reliable power supply and minimizing dependence on fossil-fuel peaker plants, supporting decarbonization targets.

U.S Long Duration Energy Storage Market was valued at USD 735.3 million in 2024, reflecting consistent growth and growing confidence in these technologies. The upward trend signals a clear trajectory toward scaling solutions capable of addressing renewable intermittency and enhancing grid reliability.

Key companies in the Long Duration Energy Storage Market include ESS Tech, GE Vernova, Energy Vault, Inc., Form Energy, and Sumitomo Electric. Market leaders in Long Duration Energy Storage Market focus on strategies such as increasing R&D investments to improve efficiency, storage duration, and modularity. Companies form strategic partnerships and collaborations to integrate solutions across renewable energy ecosystems while enhancing manufacturing capacity to meet growing demand. They also prioritize technology differentiation, securing patents and proprietary designs for competitive advantage. Expanding into global markets and forming alliances with utilities and grid operators strengthens their market presence. Additionally, firms are leveraging pilot projects, demonstration plants, and government-backed programs to validate technologies and accelerate adoption, establishing credibility and long-term industry leadership.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
• 1.2 Market estimates & forecast parameters
• 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
  • 3.6.1 Political factors
  • 3.6.2 Economic factors
  • 3.6.3 Social factors
  • 3.6.4 Technological factors
  • 3.6.5 Legal factors
  • 3.6.6 Environmental factors
• 3.7 Emerging opportunities & trends
  • 3.7.1 Digitalization & IoT integration
  • 3.7.2 Emerging market penetration
• 3.8 Investment analysis & future outlook

Chapter 4 Competitive Landscape, 2025

• 4.1 Introduction
• 4.2 Company market share analysis, by Region, 2024
  • 4.2.1 North America
  • 4.2.2 Europe
  • 4.2.3 Asia Pacific
  • 4.2.4 Middle East & Africa
  • 4.2.5 Latin America
• 4.3 Strategic initiatives
• 4.4 Competitive benchmarking depictions
• 4.5 Strategy dashboard
• 4.6 Innovation & technology landscape

Chapter 5 Long Duration Energy Storage Market Size and Forecast, By Technology, 2021 - 2034 (USD Million)

• 5.1 Key trends
• 5.2 Mechanical storage
• 5.3 Thermal storage
• 5.4 Electromechanical storage
• 5.5 Chemical storage

Chapter 6 Long Duration Energy Storage Market Size and Forecast, By Duration, 2021 - 2034 (USD Million)

• 6.1 Key trends
• 6.2 8 to 24
• 6.3 > 24 to 36
• 6.4 > 36

Chapter 7 Long Duration Energy Storage Market Size and Forecast, By Capacity, 2021 - 2034 (USD Million)

• 7.1 Key trends
• 7.2 Up to 50 MW
• 7.3 50-100 MW
• 7.4 More than 100 MW

Chapter 8 Long Duration Energy Storage Market Size and Forecast, By Application, 2021 - 2034 (USD Million)

• 8.1 Key trends
• 8.2 Grid management
• 8.3 Power backup
• 8.4 Renewable energy integration
• 8.5 Off grid & microgrid systems

Chapter 9 Long Duration Energy Storage Market Size and Forecast, By Region, 2021 - 2034 (USD Million)

• 9.1 North America
  • 9.1.1 U.S.
  • 9.1.2 Canada
  • 9.1.3 Mexico
• 9.2 Europe
  • 9.2.1 UK
  • 9.2.2 France
  • 9.2.3 Germany
  • 9.2.4 Italy
  • 9.2.5 Russia
  • 9.2.6 Spain
• 9.3 Asia Pacific
  • 9.3.1 China
  • 9.3.2 Australia
  • 9.3.3 India
  • 9.3.4 Japan
  • 9.3.5 South Korea
• 9.4 Middle East & Africa
  • 9.4.1 Saudi Arabia
  • 9.4.2 UAE
  • 9.4.3 Turkey
  • 9.4.4 South Africa
  • 9.4.5 Egypt
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Argentina

Chapter 10 Company Profiles

• 10.1 Sumitomo Electric
• 10.2 ESS Tech, Inc.
• 10.3 EOS Energy Enterprise
• 10.4 Invinity Energy Systems
• 10.5 Energy Vault, Inc.
• 10.6 MAN, Energy Solutions
• 10.7 Highview Power
• 10.8 Primus Power
• 10.9 CMBlu Energy AG
• 10.10 Malta Inc.
• 10.11 RheEnergise Limited
• 10.12 QuantumScape Battery, Inc.
• 10.13 Form Energy
• 10.14 Alsym Energy, Inc.
• 10.15 Ambri Incorporated
• 10.16 VFlowTech Pte. Ltd.
• 10.17 VoltStorage
• 10.18 MGA Thermal Pty. Ltd.
• 10.19 Rondo Energy, Inc.
• 10.20 Lina Energy Ltd.
• 10.21 e-Zinc Inc.
• 10.22 GE Vernova
• 10.23 Enersys
• 10.24 LG Energy Solutions
• 10.25 Store electric Ltd.