2022年全球储能市场回顾

The report provides an insight into the Global EnergyStorage market. The findings of the report are based onresearchconducted by CleanBridge and its researchpartnerAlchemy Research and Analytics.The reportprovidesan overview of the Global Energy Storageindustry with insights on prevailing market conditionsencompassing recent trends and drivers, challenges, andoutlook in major countries across Europe and Americas.The report starts with a high-level view on the dynamicsof the industry, touching upon the regional variations andanalysing the implications of the same. It then profiles themajor markets country-wise, to provide a holistic view ofthe state of the industry in these countries, highlightingthe growth opportunities, demand drivers and prevalentchallenges.Macroeconomic data was sourced fromthe publications of multilateral institutions such as theInternational Monetary Fund (IMF). The industry-specificdata is attributed to industry associations, Governmentauthorities/statistical departments,Bloomberg NewEnergy Finance (BNEF) and International Energy Agency(IEA). This was supplemented by news reports, tradejournals and related sources.About The report is an outcome of a collaboration betweenCleanBridgeand its research partner Alchemy Researchand Analytics and was completed between Septemberand November 2022. Wewould like to thank the following executives fortheir contribution in preparing the report: •L. Warren Pimm, Partner and Sr. Managing Director -CleanBridge•Jeffrey Safford, Managing Director - CleanBridge•Tapas Bhowmik, Senior Manager - Alchemy Researchand Analytics•SouradeepBasu,Associate Manager–AlchemyResearch and Analytics•Ankan Banerjee, Senior Analyst - Alchemy Researchand Analytics•Maurya Mukherjee, Senior Analyst – Alchemy Researchand Analytics The global energy markets face significant volatilitiesdue to a rise in energy demand and the geopoliticalrisks. At the same time, there are pressing concerns ofclimate change mitigation, for which governments andbusinesses have committed to steep decarbonizationtargets. The requirements are much higher than thissincethe ongoing measures are now somewhatconfirmed to fall short of the 1.50C global warmingthreshold. The scenario projections thus must factor-in drastic shifts in the energy systems. side response among others. Market prices will playan important part to signal incentives for potentialinvestors. Power markets pricing-in the demand formajor attributes like flexibility, emissions, and reliabilitycould make the difference in attracting investments. Introduction The purpose ofCleanBridge’sAnnual Primer seriesis to provide a high-level view of demand drivers,opportunities,challenges and outlook in majormarkets. In doing so, the reports aim to put togetherthesalient points of global industry trends andcountry-specific market factors critical to success forall potential market entrants. One such clear trend is the shift of global energyconsumption mix towards electrification or the powersector. Electricity demand will thus rise manifold,while its supply-side heads for a 80%-90% renewableenergypenetration(~2050 projection).Manycountries, especially those of the developed andmature energy markets, are in a transitory phase ofadjusting the power systems – in effect creating roomfor the flexibility needed in managing intermittent anddistributed power generation. We hope you will enjoy reading our report on theGlobal Energy Storage Market, and we look forwardto briefing you on other industries and technologies inclean energy space in the time to come. The US and European region together could contributeto retiring about 125GW of coal and nuclear powercapacity over the next 10-15 years. Renewable energywill fill-in for the gap. In most of the countries, theconventional energy generation is likely to be relegatedto the role of grid support and backup against the risein intermittent generation in the grid. The transitionto a decarbonized power sector will depend on atimely and adequate provision of options of flexibilityin grid supply, such as in terms of interconnectors,energy storage, peaking hydropower and demand- L. Warren Pimm, CFAPartner, & Sr. Managing DirectorCleanBridge Contents01Pg - 05Executive Summary02Pg - 07Flexible Generation03Pg - 10Energy Storage in a Flex Environment04Pg - 13Global Energy Storage Capacity05Pg - 16Storage Capacity by Application06Pg - 20Storage Market by Technology07Pg - 24The Revenue Stack08Pg - 28Trends and Drivers09Pg - 34Outlook10Pg - 39Key Regional MarketsEurope- 40North America - 70South America - 8511Pg - 94About CleanBridge 01 Executive Summary 02Flexible Generation03Energy Storage in a Flex Environment04Global Energy Storage Capacity05Storage Capacity by Application06Storage Market by Technology07The Revenue Stack08Trends and Drivers09Outlook10Europe, N. America and S. America11About CleanBridge Executive Summary more than three times between 2018and 2021. An even faster growth couldhave been ac