세계의 에너지 저장 가격 동향 - 에너지 저장 시장 영향요인, 가격 동향, 향후 혁신 : 세계 시장 분석 및 예측(2025-2034년)

Global demand for battery energy storage systems (BESS) is accelerating, driven by the rapid growth of electric vehicles (EVs), increasing renewable energy penetration, and the need for greater grid flexibility. As a result, developers and utilities are scaling deployments across residential, commercial and industrial (C&I), and

utility-scale segments. At the same time, advances in battery chemistry, automation, and system integration are contributing to steady cost declines particularly for Li-ion systems, which remain the dominant technology.

However, the path forward is not without challenges. In the U.S., regulatory uncertainty and tariffs are slowing price reductions, while globally, overcapacity and supply chain volatility may limit further cost improvements. This report explores these dynamics in depth, providing scenario-based pricing forecasts for Li-ion BESS through 2034. Forecasts are segmented by region (U.S., Europe, and global markets), customer type, and system duration, with detailed breakdowns of cost components such as battery packs, power conversion systems, and installation.

In addition to Li-ion systems, the report includes a theoretical analysis of sodium-ion (Na-ion) and flow battery technologies, assessing their potential to compete on cost if scaled. It also examines the structure of the Li-ion value chain, highlighting regional competition, vertical integration strategies, and the role of raw material access in shaping long-term competitiveness. This report is designed to help stakeholders across the energy storage ecosystem understand pricing trends, evaluate investment opportunities, and navigate an increasingly complex market landscape.

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Drivers
  • 2.1.1 Technological Advances
    • 2.1.1.1 LFP Adoption
    • 2.1.1.2 Liquid Cooling Systems
    • 2.1.1.3 Increased Cell and Container Size
    • 2.1.1.4 Automation of BESS Production
    • 2.1.1.5 Solid-State Batteries
  • 2.1.2 Increased Competition and Vertical Integration
  • 2.1.3 Declining Lithium Prices
• 2.2 Barriers
  • 2.2.1 U.S. Regulations and Tariffs
  • 2.2.2 New Manufacturers in the Market
  • 2.2.3 Overcapacity from Increased Competition
• 2.3 Pricing

3. Industry Value Chain

• 3.1 Li-ion Battery Production
  • 3.1.1 Regional Competition
  • 3.1.2 Vertical Integration and Competitive Dynamics

4. Market Forecasts

• 4.1 Assumptions and Methodology
• 4.2 Forecast Definitions
• 4.3 Global Forecasts for BESS Pricing
  • 4.3.1 Utility Scale
• 4.4 Regional Forecasts for Li-ion BESS Pricing
  • 4.4.1 U.S.
    • 4.4.1.1 Residential
    • 4.4.1.2 C&I
    • 4.4.1.3 Utility Scale
    • 4.4.1.3.1 1-Hour Duration
    • 4.4.1.3.2 2-Hour Duration
    • 4.4.1.3.3 4-Hour Duration
  • 4.4.2 Europe
    • 4.4.2.1 Utility Scale

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Cell Manufacturers
  • 5.2.2 End Users
  • 5.2.3 U.S. Regulators

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources, Methodology and Notes