鈉硫電池市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

在 2022 年至 2027 年的預測期內，鈉硫 (NAS) 電池市場預計將以 13% 左右的複合年增長率增長。

COVID-19 大流行對市場產生了負面影響，因為它導致電力需求減少，並直接影響了世界各地的儲能項目。 NAS 電池製造商在 2020 年的收入數字直線下降。 例如，日本行業領導者 NGK Battery Manufacturers 在 2020 年的收入約為 4419.56 億日元，低於其 2019 年收入的近 5%。 由於可再生能源項目的使用增加以及高能量密度和長循環壽命等技術優勢，預計全球 NAS 電池市場在不久的將來將進一步走強。 然而，多硫化鈉的高腐蝕性和不適合便攜式移動應用等許多限制限制了市場增長。

主要亮點

• 由於可再生能源和儲能係統組合的上升趨勢，預計可再生能源穩定部門在預測期內將出現顯著增長。
• 研究和創新工作為市場發展創造了大量機會。 例如，研發專業人員目前正在解決最熱門的問題，即金屬硫化物電沉積在 NAS 電池功能中的效率。 他們開發了一種 Mo5N6 電催化劑溶液，用於在室溫 NAS 電池中進行高效的 Na2S 電解沉積。
• 由於電池產量高，預計亞太地區在預測期內將主導市場。

鈉硫電池市場趨勢

由於可再生能源的穩定，預計將出現顯著增長

• 由於可再生能源的供應斷斷續續，隨著可再生能源的引入，電力公司已開始採用儲能係統。 鈉硫電池屬於高溫產品，非常適合電網規模的應用。 為此，很多企業開始採用NAS電池做可再生能源+儲能係統。
• 根據《BP 世界能源統計評論》，2020 年可再生能源發電量將為 3,147 TWh，較 2019 年的數字（約 2,789.2 TWh）呈上升趨勢。 近年來，發電行業見證了眾多與儲能係統相輔相成的可再生能源發電項目。 許多項目正準備加入許多擁有鈉硫電池系統的國家的國家電網。
• 例如，2021 年，JGC Holdings 與 NGK 簽署了蒙古 Zavkhan 省正在開發的太陽能發電 + 儲能項目的 NAS 電池供應合同。 這個 5MW/3.6MWh 太陽能加儲能項目預計將於 2022 年投入運營。
• 此外，這種電池最近在製氫項目中發揮了作用。 2020 年 9 月，巴斯夫新業務 (BNB) 宣布計劃向 G-Philos 即將開展的風電供氣項目供應 NGK NAS 電池。 G-Philos 和 BNB 已簽署諒解備忘錄，在全球範圍內開展 P2G 項目合作，初步目標是到 2022 年供應高達 19.2MWh 的 NAS 電池。 儲存在電池中的能量將用於製氫。
• 隨著這些發展，可再生能源穩定部門預計將在預測期內以最快的速度增長。

預計亞太地區將主導市場

• 亞太地區以其高度發達的電池製造市場而聞名。 可再生能源發電的增長勢頭和政府的支持導致對電池儲能係統的高需求，無論是與風能和太陽能等可再生能源項目相結合，還是作為獨立的儲能項目，它已成為最有影響力的擴展因素.
• 中國、印度和日本等國家/地區的可再生能源和儲能項目增長最快。 2020年，中國儲能新增容量同比增長超過一倍。 中國已宣布計劃到 2025 年安裝超過 30GW 的儲能係統。 因此，許多項目正在該國排隊以實現這一目標。
• 此外，2021 年 4 月，日本惠那市宣布計劃將可再生能源 + 儲能項目引入該市的電網。 可再生能源發電生產商愛知縣已與 NGK 簽署協議，為將於 2022 年在該市開始運營的地面和屋頂太陽能發電設施採購 NAS 電池。
• 同樣在印度，政府在儲能領域的努力預計將為 NAS 電池市場提供動力。 印度固定電池市場正處於持續增長階段。 2020 年，大約 25 GWh 的電池安裝在表前和表後應用中。 表前儲能市場處於早期階段，2021年約為28MW/20MWh，而表後應用預計到2037年將增長至約30GWh，有望佔據很大份額。
• 新興市場的發展有望在不久的將來振興本地 NAS 電池市場。

鈉硫電池市場競爭者分析

鈉硫電池市場正在整合。 市場上的主要參與者包括 NGK Insulators Ltd、BASF SE 等。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查範圍
• 市場定義
• 調查假設

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

• 介紹
• 到 2027 年的市場規模和需求預測（單位：十億美元）
• 近期趨勢和發展
• 政府法規和政策
• 市場動態
  • 司機
  • 約束因素
• 供應鏈分析
• 波特的五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 申請
  • 穩定可再生能源
  • 備用電源
  • 負載均衡
  • 其他應用
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 南美洲
  • 中東和非洲

第六章競爭格局

• 併購、合資、合作、協議
• 主要參與者採用的策略
• 公司簡介
  • NGK Insulators Ltd
  • BASF SE

第7章 市場機會未來動向

The sodium sulfur (NAS) battery market is expected to record a CAGR of around 13% during the forecast period, 2022-2027. The COVID-19 pandemic had a negative impact on the market as it resulted in the reduction of power demand which directly impacted the energy storage projects across the world. The NAS battery manufacturing companies witnessed plummeted figures in their revenue in 2020. As an example, NGK Battery Manufacturers, the Japan-based industry leader, recorded a revenue of around JPY 441,956 million in 2020, down from almost 5% of 2019 revenues. The global NAS battery market is expected to bolster more in the near future due to its increasing usage in renewable energy projects and its technical benefits like high energy density and long cycle life. However, the market growth is restricted by a number of limitations, like the highly corrosive nature of sodium polysulfides, which does not make them suitable for portable mobile applications.

Key Highlights

• The renewable energy stabilization segment is expected to witness significant growth during the forecast period due to the growing trend of the combination of renewables and energy storage systems.
• The research and innovation endeavors create ample opportunities for market development. For instance, the R&D professionals are currently working on the most highlighted issue, the efficiency of metal sulfides electrodeposition in the NAS batteries' functioning. They have come up with a solution in the form of Mo5N6 electrocatalyst for efficient Na2S electrodeposition in the room temperature NAS batteries.
• The Asia-Pacific region is expected to dominate the market during the forecast period due to the high volume of battery production in the region.

Sodium Sulfur Battery Market Trends

Renewable Energy Stabilization Expected to Witness Significant Growth

• Due to the intermittent nature of renewable power supply, the power producers have started the adoption of energy storage systems, along with renewable power installations. The sodium-sulfur batteries are high-temperature products that are highly suitable for grid-scale applications. Thus, many companies have begun the usage of NAS batteries in renewable plus energy storage systems.
• According to the BP Statistical Review of World Energy, renewable power generation stood at 3147TWh in 2020, which was an uptrend from the 2019 figures, which was around 2789.2TWh. In recent years, the power generation industry has witnessed umpteen number of renewable projects complemented with energy storage systems. Many projects are still on the way to getting added to the national grid of many countries, equipped with sodium sulfur battery systems.
• As an example, in 2021, JGC Holdings contracted NGK Insulators to supply NAS batteries for its solar plus storage project, which is currently being developed in Mongolia's Zavkhan Province. The 5 MW/3.6 MWh solar-plus-storage project is expected to be operational by 2022.
• Furthermore, the battery has recently carved out its utility in a hydrogen production project. In September 2020, BASF New Business (BNB) announced plans to supply NGK made NAS batteries for the wind power-based power-to-gas projects to be developed by G-Philos in the coming years. The MoU signed between G-Philos and BNB to co-operate in P2G projects around the world initially covers the supply of up to 19.2MWh of NAS batteries up to 2022. The stored energy in the batteries will be utilized for hydrogen production.
• Owing to such developments, the renewable energy stabilization segment is expected to grow at the fastest rate during the forecast period.

Asia-Pacific Expected to Dominate the Market

• The Asia-Pacific region is well-known for its highly developed battery manufacturing market. The shifting momentum toward renewable energy generation sources and the government support for it is the most compelling factors for the high deployment of battery energy storage systems, either in combination with renewable power projects (like wind, solar, etc.) or standalone energy storage projects.
• Countries like China, India, and Japan have witnessed an upsurge in renewable plus energy storage projects to the greatest extent. In 2020, the energy storage capacity additions in China were more than double as compared to the previous year. China has announced plans to install over 30GW of energy storage systems by 2025. Thus, many projects are queued up in the country to reach the goal.
• Furthermore, in April 2021, Japan's Ena city announced plans to install renewable plus energy storage projects for the city grid. The renewable power generator, Aichi Prefecture, has entered an agreement with NGK Insulators to purchase NAS batteries for ground-mounted and rooftop solar power installations coming online in the city in 2022.
• In India, too, the initiatives taken by the government in the field of energy storage are expected to give an impetus to the NAS battery market. India's stationary storage market is in the continuous growth phase. Around 25GWh of batteries were installed in 2020 across front-of-the-meter and behind-the-meter applications. The front-of-the-meter energy storage market stood at around 28MW/20MWh as of 2021 and is at a nascent stage, whereas the behind-the-meter applications are expected to have a major share in the future, around 30GWh by 2037.
• Such developments are expected to give a thrust to the regional market of NAS batteries in the near future.

Sodium Sulfur Battery Market Competitor Analysis

The sodium sulfur battery market is consolidated. Some of the key players in the market include NGK Insulators Ltd, and BASF SE.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Application
  • 5.1.1 Renewable Energy Stabilization
  • 5.1.2 Back-Up Power
  • 5.1.3 Load levelling
  • 5.1.4 Other Applications
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 South-America
  • 5.2.5 Middle East & Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 NGK Insulators Ltd
  • 6.3.2 BASF SE

7 MARKET OPPORTUNITIES AND FUTURE TRENDS