세계의 에너지 저장 가격 동향 : 고정형 그리드 스케일과 BTM 배터리 저장 예측(2023-2032년)

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