전력망 에너지 저장 및 전력 공급측 에너지 저장 시장 : 기술 유형별, 용량 범위별, 설치 유형별, 정격전력별, 용도 카테고리별, 용도별, 최종 용도별 - 세계 예측(2026-2032년)

The Grid-side Energy Storage & Power Supply Side Energy Storage Market was valued at USD 5.21 billion in 2025 and is projected to grow to USD 5.62 billion in 2026, with a CAGR of 6.76%, reaching USD 8.24 billion by 2032.

An integrative introduction that frames grid-side and power supply-side storage as complementary solutions driving operational resilience and market transformation

The accelerating integration of large-scale renewables, increasing grid complexity, and evolving commercial energy needs are reshaping how storage assets are conceived, deployed, and monetized. This report focuses on the interdependent domains of grid-side energy storage and power supply side storage, framing them as complementary solutions that address both transmission-level stabilization and behind-the-meter flexibility. By examining technological pathways, ownership models, and application-driven requirements, the analysis provides a structured view of how storage is becoming an operational necessity rather than a discrete asset class.

Over the coming sections, the narrative connects technical performance characteristics to commercial outcomes, illustrating how storage technologies influence operational strategies across utilities, commercial operators, and residential integrators. The content emphasizes the convergence of digital control systems, regulatory reform, and financing innovations that collectively determine adoption velocity. Readers will gain clarity on where deployment momentum is concentrated, what trade-offs decision-makers should consider, and how policy and procurement mechanisms are reshaping investment priorities.

How decarbonization, digital orchestration, and multi-service valuation are fundamentally reshaping storage deployment models across transmission and behind-the-meter use cases

The energy storage landscape is undergoing transformative shifts driven by the twin pressures of decarbonization and system resilience. At the grid level, operators are redefining resource adequacy and ancillary services procurement to accommodate high shares of variable renewables, which elevates the strategic value of fast-response storage and sustained energy discharge capabilities. Concurrently, behind-the-meter deployments are moving from pilot projects to mainstream asset classes as commercial and residential customers seek to control costs, manage peak demand, and enhance onsite reliability. These shifts are amplified by digitalization: advanced controls, forecasting algorithms, and distributed energy resource management systems are enabling more precise orchestration of heterogeneous storage fleets.

Technology evolution remains a pivotal axis of change. Modular lithium-ion architectures deliver high power density and declining cost curves for short-duration services, while flow chemistries and sodium-based systems are emerging to meet longer-duration discharge needs where cycle life and safety profiles are paramount. Storage is also migrating from single-use installations toward multi-service portfolios, where the same asset participates in frequency regulation, peak shaving, and renewable integration depending on market signals and contractual frameworks. As a result, asset valuation is increasingly determined by stacking services, contractual flexibility, and interoperability across grid operators and aggregators. These dynamics are reshaping procurement models and challenging incumbent stakeholders to adopt more agile planning and commercial strategies.

Assessing the 2025 tariff-driven realignment of supply chains and procurement practices that accelerated domestic manufacturing and reshaped investment risk for storage projects

Tariff actions instituted in the United States in 2025 introduced a layer of trade policy complexity that reverberated across the global supply chain for energy storage components. The immediate effect was an increase in landed cost pressure for certain imported battery cells and ancillary components, prompting OEMs and system integrators to revisit sourcing strategies and accelerate supplier diversification. In response, several manufacturers intensified local content strategies and expanded domestic cell assembly and pack integration capabilities to mitigate exposure to tariff volatility and to secure contracting pipelines with utility-scale customers that prioritize supply chain resilience.

These policy measures also influenced procurement timetables and contract negotiations. Project developers and buyers began incorporating tariff contingencies into supply agreements, with increased emphasis on flexible pricing clauses and alternative sourcing contingencies. In parallel, the tariff environment intensified interest in technology differentiation: buyers weighed alternatives that offer superior cycle life or reduced reliance on tariff-affected materials. On the financial side, lenders and investors updated risk assessments to factor in potential cost pass-throughs and longer procurement lead times, while insurers adjusted underwriting frameworks to reflect supply chain concentration risks. Collectively, the tariff landscape in 2025 accelerated domestic manufacturing initiatives, catalyzed supplier consolidation in some segments, and prompted a recalibration of procurement and financing practices across the industry.

Comprehensive segmentation analysis revealing how technology choices, ownership structures, and installation formats converge to determine deployment and procurement strategies

A nuanced segmentation approach clarifies how technical attributes, ownership models, and installation formats intersect to shape deployment decisions and commercial outcomes. Based on storage technology, the market spans flow battery, lead acid, lithium ion, and sodium sulphur architectures. Flow battery subtypes such as iron chromium, vanadium redox, and zinc bromine offer differentiated profiles in terms of cycle life, depth-of-discharge stability, and scalability for multi-hour discharge, which makes them attractive for long-duration applications and locations with high safety or thermal sensitivity requirements. Lead acid systems retain a role where cost constraints and established maintenance ecosystems dominate, particularly in legacy backup power and cost-sensitive installations. Lithium ion variants, including cylindrical, pouch, and prismatic cell formats, drive the majority of deployments that require high energy density, rapid charge-discharge capability, and modular manufacturing scalability. Sodium sulphur systems, meanwhile, remain relevant for utility-scale energy shifting where high-temperature operation and long-duration storage economics are appropriate.

Based on end use, deployment profiles diverge across commercial, residential, and utility segments. Commercial customers often prioritize peak shaving and demand charge management alongside power quality, which favors systems with rapid response and integrated energy management software. Residential applications increasingly focus on resilience and solar self-consumption, with design preferences influenced by form factor and safety certifications. Utility deployments emphasize large-capacity installations for system-level services such as black start, frequency regulation, and renewable integration. Based on application, storage is being specified for black start capabilities, frequency regulation, load shifting, peak shaving, and renewable integration, each demanding different power-duration trade-offs and control strategies. Based on capacity range, asset economics and permitting considerations vary significantly for systems above 10MWh, one to 10MWh, and below 1MWh, with larger systems competing more directly on lifecycle cost and grid services revenue while smaller systems prioritize interconnection speed and site-level benefits. Ownership models split between self owned and third party owned arrangements, which influences financing structures, tax treatment, and operational responsibility. Installation types such as container mounted, ground mounted, and wall mounted determine site preparation, thermal management approaches, and permitting pathways. Power rating considerations across ranges from below 100kW to 100 to 1000kW and above 1000kW further refine technology selection, inverter sizing, and protection schemes. An integrated understanding of these segments enables developers and buyers to align technology choices with application imperatives, financing models, and site constraints.

Regional dynamics and differentiated regulatory incentives driving distinct deployment pathways for storage technologies across major global markets

Regional dynamics materially influence technology preference, regulatory frameworks, and commercial models across the Americas, Europe, Middle East & Africa, and Asia-Pacific. In the Americas, competitive wholesale markets and utility-scale renewables integration incentivize large-duration systems and market-facing aggregated assets, while corporate and commercial buyers intensify behind-the-meter deployments to manage exposure to demand charges and resiliency needs. Policy initiatives and grid modernization investments are also creating avenues for hybridization with renewables and transmission deferral projects.

Europe, Middle East & Africa present a mosaic of regulatory approaches and grid conditions that encourage both distributed and centralized storage. European markets emphasize grid flexibility, congestion management, and cross-border market participation, driving sophisticated market products for frequency and capacity. In parts of the Middle East and Africa, storage is deployed to support rapid electrification, off-grid resilience, and integration of utility-scale solar, often with hybridized generation assets. Asia-Pacific is characterized by aggressive renewables build-out and a wide variance in manufacturing scale. Several jurisdictions prioritize domestic manufacturing, vertically integrated supply chains, and behind-the-meter incentives, which accelerates deployment of containerized and ground-mounted systems for utility and commercial applications alike. These regional distinctions inform technology selection, financing structures, and partnership models, making localized strategies essential for successful project delivery.

Key competitive differentiators highlighting integrated hardware-software solutions, lifecycle services, and innovative contracting that shape vendor leadership

Competitive positioning among manufacturers, integrators, and service providers is increasingly defined by the ability to deliver integrated hardware-software solutions, reliable lifecycle support, and transparent safety credentials. Leading technology suppliers are differentiating through cell chemistry diversification, second-life and recycling programs, and partnerships that secure cathode and anode feedstock. System integrators are building capabilities in controls, telemetry, and firmware to enable stacked revenue streams and to assure grid operators of predictable performance. Financing platforms and third-party owners that offer innovative contracting structures, such as availability-based or performance-based agreements, are attracting asset owners who seek to minimize operational complexity while capturing value from multiple grid services.

Service differentiation also extends to commissioning practices, warranty structures, and data-driven maintenance. Companies that provide established O&M protocols, predictive analytics for degradation, and transparent safety validation gain trust with procurement teams and utilities. Strategic alliances between technology vendors and EPC contractors streamline deployment timelines and reduce integration risk, particularly for large-scale projects. Intellectual property portfolios around battery management systems, thermal management, and modularization contribute to competitive moats, while adaptive business models that incorporate leasing, energy-as-a-service, and guaranteed performance contracts broaden addressable customer segments. As a result, market leaders will be those that combine technical robustness with service-oriented commercial constructs and demonstrable lifecycle economics.

Actionable, high-impact recommendations for industry leaders to align technology, procurement, and operational strategies for resilient and value-accretive storage deployments

Industry leaders should prioritize actionable steps that align technology selection with operational objectives, regulatory expectations, and financing constraints. First, adopt a multi-service valuation framework when specifying assets so that procurement decisions reflect the full range of potential revenue streams, including ancillary services, capacity payments, and behind-the-meter benefits. Second, accelerate supplier qualification processes to include assessments of supply chain transparency, material sourcing, and manufacturing footprint to mitigate tariff and logistics exposures. Third, incorporate controls interoperability and open-standards compliance into procurement specifications to enable aggregation and future-proof participation in evolving market products.

Further, sponsors should evaluate ownership and contracting permutations-self owned, third party owned, or hybrid models-against tax, balance sheet implications, and operational competency. Planning should also incorporate lifecycle strategies for end-of-life management, battery recycling, and potential second-life use cases to address regulatory requirements and circularity expectations. Finally, invest in analytics and forecasting capabilities to optimize dispatch strategies and to quantify stacked-service value. Organizations that execute these recommendations will enhance asset utilization, reduce procurement and operational risk, and position themselves to capture new value streams as market rules evolve.

Transparent and rigorous research methodology combining primary stakeholder interviews, technical validation, and scenario analysis to underpin actionable insights

The research approach employed a layered methodology combining primary stakeholder interviews, comprehensive technical literature review, and quantitative data triangulation to ensure robust insights. Primary research involved structured interviews with utility planners, independent power producers, system integrators, technology vendors, and financial sponsors to capture experiential perspectives on deployment drivers, technology trade-offs, and contractual practices. Secondary research encompassed public regulatory filings, patent databases, conference proceedings, and vendor technical datasheets to validate performance claims and to map manufacturing footprints.

Analytical processes included scenario-driven sensitivity analysis around procurement cost pressures, supply chain disruption, and regulatory changes, paired with technology readiness assessments that evaluated cycle life, depth-of-discharge characteristics, and safety profiles. Segmentation logic was applied to distinguish use-case driven requirements across technology, end use, application, capacity range, ownership, installation type, and power rating to derive actionable insights. Limitations of the methodology include variability in proprietary performance data and evolving policy environments; these were mitigated through cross-validation and recurrent stakeholder engagement to maintain relevance and accuracy.

Conclusive synthesis emphasizing storage as a systemic enabler and the imperative of coordinated strategies across technology, policy, and finance

The convergence of technology maturation, regulatory adaptation, and evolving commercial models is repositioning energy storage from a niche solution to a systemic enabler for power system decarbonization and resilience. Storage technologies now offer flexible options across power-duration needs, enabling operators to address an expanding set of grid and behind-the-meter services. Policy and procurement developments are catalyzing domestic manufacturing and supply diversification, while commercial innovation in ownership and contracting expands adoption pathways for asset owners with differing risk appetites and capital structures.

Looking ahead, sustainable deployment will depend on the ability of stakeholders to coordinate across the value chain-aligning technology selection, grid planning, and financing mechanisms-to capture stacked services and to manage lifecycle obligations. Entities that invest in interoperability, supply chain transparency, and analytics-driven operations will be better positioned to realize the strategic benefits of energy storage and to contribute meaningfully to resilient, decarbonized power systems.

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Definition
• 1.3. Market Segmentation & Coverage
• 1.4. Years Considered for the Study
• 1.5. Currency Considered for the Study
• 1.6. Language Considered for the Study
• 1.7. Key Stakeholders

2. Research Methodology

• 2.1. Introduction
• 2.2. Research Design
  • 2.2.1. Primary Research
  • 2.2.2. Secondary Research
• 2.3. Research Framework
  • 2.3.1. Qualitative Analysis
  • 2.3.2. Quantitative Analysis
• 2.4. Market Size Estimation
  • 2.4.1. Top-Down Approach
  • 2.4.2. Bottom-Up Approach
• 2.5. Data Triangulation
• 2.6. Research Outcomes
• 2.7. Research Assumptions
• 2.8. Research Limitations

3. Executive Summary

• 3.1. Introduction
• 3.2. CXO Perspective
• 3.3. Market Size & Growth Trends
• 3.4. Market Share Analysis, 2025
• 3.5. FPNV Positioning Matrix, 2025
• 3.6. New Revenue Opportunities
• 3.7. Next-Generation Business Models
• 3.8. Industry Roadmap

4. Market Overview

• 4.1. Introduction
• 4.2. Industry Ecosystem & Value Chain Analysis
  • 4.2.1. Supply-Side Analysis
  • 4.2.2. Demand-Side Analysis
  • 4.2.3. Stakeholder Analysis
• 4.3. Porter's Five Forces Analysis
• 4.4. PESTLE Analysis
• 4.5. Market Outlook
  • 4.5.1. Near-Term Market Outlook (0-2 Years)
  • 4.5.2. Medium-Term Market Outlook (3-5 Years)
  • 4.5.3. Long-Term Market Outlook (5-10 Years)
• 4.6. Go-to-Market Strategy

5. Market Insights

• 5.1. Consumer Insights & End-User Perspective
• 5.2. Consumer Experience Benchmarking
• 5.3. Opportunity Mapping
• 5.4. Distribution Channel Analysis
• 5.5. Pricing Trend Analysis
• 5.6. Regulatory Compliance & Standards Framework
• 5.7. ESG & Sustainability Analysis
• 5.8. Disruption & Risk Scenarios
• 5.9. Return on Investment & Cost-Benefit Analysis

6. Cumulative Impact of United States Tariffs 2025

7. Cumulative Impact of Artificial Intelligence 2025

8. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by Technology Type

• 8.1. Electrochemical Storage
  • 8.1.1. Lithium Ion Batteries
    • 8.1.1.1. LFP
    • 8.1.1.2. NMC
  • 8.1.2. Sodium Sulfur Batteries
  • 8.1.3. Sodium Ion Batteries
  • 8.1.4. Lead Acid Batteries
    • 8.1.4.1. Flooded Lead Acid
    • 8.1.4.2. Valve Regulated Lead Acid
  • 8.1.5. Flow Batteries
    • 8.1.5.1. Vanadium Redox Flow
    • 8.1.5.2. Zinc Bromine Flow
• 8.2. Mechanical Storage
  • 8.2.1. Pumped Hydro Storage
  • 8.2.2. Compressed Air Energy Storage
    • 8.2.2.1. Conventional CAES
    • 8.2.2.2. Adiabatic CAES
  • 8.2.3. Flywheel Storage
  • 8.2.4. Gravity Storage
• 8.3. Thermal Storage
  • 8.3.1. Molten Salt Storage
  • 8.3.2. Phase Change Material Storage
  • 8.3.3. Sensible Heat Storage
• 8.4. Chemical Storage
  • 8.4.1. Hydrogen Energy Storage
    • 8.4.1.1. Power To Gas To Power
    • 8.4.1.2. Power To Hydrogen To Industrial Use
  • 8.4.2. Synthetic Fuels Storage
• 8.5. Hybrid Storage Systems
  • 8.5.1. Battery Plus Supercapacitor
  • 8.5.2. Battery Plus Hydrogen

9. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by Capacity Range

• 9.1. Above 10MWh
• 9.2. Below 1MWh
• 9.3. One to 10MWh

10. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by Installation Type

• 10.1. Container Mounted
• 10.2. Ground Mounted
• 10.3. Wall Mounted

11. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by Power Rating

• 11.1. 100 to 1000kW
• 11.2. Above 1000kW
• 11.3. Below 100kW

12. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by Application Category

• 12.1. Frequency Regulation And Ancillary Services
  • 12.1.1. Primary Frequency Control
  • 12.1.2. Secondary And Tertiary Reserve
  • 12.1.3. Voltage Support And Reactive Power
  • 12.1.4. Black Start Capability
• 12.2. Energy Arbitrage And Price Management
  • 12.2.1. Day Ahead And Intraday Arbitrage
  • 12.2.2. Real Time And Spot Market Arbitrage
• 12.3. Capacity And Resource Adequacy
  • 12.3.1. Peaker Plant Replacement
  • 12.3.2. Firming Of Variable Generation
• 12.4. Transmission And Distribution Asset Optimization
  • 12.4.1. Transmission Congestion Relief
  • 12.4.2. Transmission Upgrade Deferral
  • 12.4.3. Distribution Upgrade Deferral
  • 12.4.4. Substation Support
• 12.5. Renewable Integration
  • 12.5.1. Solar PV Firming And Shifting
  • 12.5.2. Wind Power Firming And Shifting
  • 12.5.3. Hybrid Renewable Power Plants
• 12.6. Microgrids And Islanded Systems
  • 12.6.1. Utility Owned Microgrids
  • 12.6.2. Industrial Microgrids
• 12.7. Emergency Backup And Resilience

13. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by Application

• 13.1. Black Start
• 13.2. Frequency Regulation
• 13.3. Load Shifting
• 13.4. Peak Shaving
• 13.5. Renewable Integration

14. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by End Use

• 14.1. Commercial
• 14.2. Residential
• 14.3. Utility

15. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by Region

• 15.1. Americas
  • 15.1.1. North America
  • 15.1.2. Latin America
• 15.2. Europe, Middle East & Africa
  • 15.2.1. Europe
  • 15.2.2. Middle East
  • 15.2.3. Africa
• 15.3. Asia-Pacific

16. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by Group

• 16.1. ASEAN
• 16.2. GCC
• 16.3. European Union
• 16.4. BRICS
• 16.5. G7
• 16.6. NATO

17. Grid-side Energy Storage & Power Supply Side Energy Storage Market, by Country

• 17.1. United States
• 17.2. Canada
• 17.3. Mexico
• 17.4. Brazil
• 17.5. United Kingdom
• 17.6. Germany
• 17.7. France
• 17.8. Russia
• 17.9. Italy
• 17.10. Spain
• 17.11. China
• 17.12. India
• 17.13. Japan
• 17.14. Australia
• 17.15. South Korea

18. United States Grid-side Energy Storage & Power Supply Side Energy Storage Market

19. China Grid-side Energy Storage & Power Supply Side Energy Storage Market

20. Competitive Landscape

• 20.1. Market Concentration Analysis, 2025
  • 20.1.1. Concentration Ratio (CR)
  • 20.1.2. Herfindahl Hirschman Index (HHI)
• 20.2. Recent Developments & Impact Analysis, 2025
• 20.3. Product Portfolio Analysis, 2025
• 20.4. Benchmarking Analysis, 2025
• 20.5. ABB Ltd
• 20.6. BYD Company Limited
• 20.7. Contemporary Amperex Technology Co., Limited
• 20.8. Enphase Energy, Inc.
• 20.9. Fluence Energy, Inc.
• 20.10. GE Vernova Inc.
• 20.11. Hitachi Energy Ltd.
• 20.12. Huawei Digital Power Technologies Co., Ltd.
• 20.13. LG Energy Solution, Ltd.
• 20.14. NextEra Energy Resources, LLC
• 20.15. Panasonic Holdings Corporation
• 20.16. Powin, LLC
• 20.17. Samsung SDI Co., Ltd.
• 20.18. Sungrow Power Supply Co., Ltd.
• 20.19. Tesla, Inc.
• 20.20. The AES Corporation
• 20.21. Wartsila Oyj Abp