市場調查報告書
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1447061
2030 年熔鹽電池市場預測:按電池類型、應用、最終用戶和地區進行的全球分析Molten Salt Battery Market Forecasts to 2030 - Global Analysis By Battery Type (Liquid Metal Batteries, Sodium-Sulphur Battery, Sodium-Nickel Chloride Batteries, Thermal Batteries and Other Battery Types), Application, End User and By Geography |
根據Stratistics MRC預測,2023年全球熔鹽電池市場規模將達24億美元,預計2030年將達到128億美元,預測期內年複合成長率為26.9%。
熔鹽電池是一種具有高功率輸出和能量密度的電池系統,採用熔鹽作為電解質。熔鹽電池儲存太陽能和風電場產生的能量並將其供應給網路。電池在充電和放電時會自熱,從而維持熔鹽電池系統運作的高溫。
根據EIA的數據,2018年中國在亞太地區新型電動車銷量位居全球第一。根據國際能源總署的報告,挪威、德國和法國等國家的電動車新銷量成長強勁。
對能源儲存方案的需求增加
隨著世界向太陽能和風能等可再生能源發電過渡,有效儲存和利用高峰期產生的能源的需求越來越大。熔鹽電池因其高能量密度、長循環壽命以及有效儲存大量能量的能力而提供了一種有前景的解決方案。此外,這些電池可以在可再生能源發電中儲存多餘的能量,並在需求高或可再生能源發電低時將其釋放。
初期投資成本高
熔鹽電池系統需要複雜的設計、專用材料和高溫操作,導致初始成本較高。與多年來成本大幅降低的鋰離子電池等成熟能源儲存技術不同,熔鹽電池仍需要大量資本投資。這些高成本可能會阻止潛在買家,特別是在預算有限或資本投資優先事項競爭的行業和地區。此外,由於投資收益的不確定性以及與高初始成本相關的較長投資回收期,投資者和計劃開發商可能會對投入熔鹽電池計劃猶豫不決。
技術進步
隨著研究和開發的進步,旨在提高熔鹽電池技術的效率、性能和成本效益的創新不斷湧現。與其他能源儲存解決方案相比,材料科學、電池化學和製造流程的突破有助於提高熔鹽電池的整體競爭力。這些進步提高了能量密度、更長的循環壽命、更快的充電/放電速率和更高的安全性,使熔鹽電池對各種應用更具吸引力。
與現有技術的競爭
尤其是鋰離子電池,由於其廣泛採用、經過驗證的性能以及隨著時間的推移成本不斷下降,在能源儲存佔據主導地位。熔鹽電池面臨著與這些已經擁有巨大市場佔有率和投資者信心的現有技術競爭的挑戰。然而,鋰離子電池的熟悉度和成熟的供應鏈使其成為許多能源儲存應用的首選。
最初,封鎖和監管擾亂了供應鏈和製造業務,擾亂了生產和分銷。結果,計劃進度和安裝被推遲,影響了熔鹽電池在各種應用中的採用率,包括能源儲存系統和電網穩定。然而,疫情也凸顯了可靠能源儲存解決方案的重要性,特別是在確保關鍵基礎設施和醫療設施不間斷供電方面。
液態金屬電池領域預計將在預測期內成為最大的領域
液態金屬電池領域在預測期內佔據最大的市場佔有率。這些電池採用液態金屬電極和熔鹽電解質,具有卓越的能量密度、長循環壽命和高效率,使其成為大規模能源儲存應用的理想選擇。它們儲存大量能量並快速釋放的能力使其特別適合電網級能源儲存、可再生能源併網以及風能和太陽能等間歇性能源來源的穩定。
預計聚光型太陽光電產業在預測期內的年複合成長率最高。
預計聚光型太陽光電產業將在整個預測期內保持良好的成長。 CSP 發電廠使用鏡子和透鏡將陽光聚焦到一個小區域並產生高溫熱量。即使沒有陽光,這些儲存的能量也可以按需發電。此外,熔鹽電池透過提供高效且經濟高效的能源儲存方案來補充 CSP 技術,使 CSP 發電廠無論天氣或一天中的時間如何提供穩定的電力輸出。
估計期間,北美地區所佔佔有率最大。在環境問題和政府獎勵的推動下,該地區正在迅速轉向可再生能源。熔鹽電池在這一轉變中發揮關鍵作用,透過提供高效的能源儲存解決方案,將可再生能源整合到電網中,提高電網的穩定性和可靠性。此外,這樣的生態系統正在促進熔鹽電池技術的開發和普及,並吸引國內外投資進入市場。
由於能源需求不斷增加以及對永續能源解決方案的日益關注,預計亞太地區在整個陰天期間將顯著成長。熔鹽電池為能源儲存提供了一種可行的選擇,特別是在太陽能潛力巨大的地區,例如澳洲、印度和中國,這些地區越來越重視太陽能整合。此外,旨在促進可再生能源和減少碳排放的政府措施和政策正在推動對能源儲存基礎設施的投資,並為熔鹽電池創造有利的市場環境。
According to Stratistics MRC, the Global Molten Salt Battery Market is accounted for $2.4 billion in 2023 and is expected to reach $12.8 billion by 2030 growing at a CAGR of 26.9% during the forecast period. With a high power and energy density, molten salt batteries are a type of battery system that uses molten salts as electrolytes. Melted salt batteries store the energy generated by solar and wind power plants and feed it into the networks. The battery self-heats during charging and discharging, maintaining the high temperature at which the molten salt battery system operates.
According to the EIA, China led the world in new electric car sales in the Asia Pacific area in 2018. According to the reports of the International Energy Agency, countries like Norway, Germany, and France reported a significant growth in the new sales of electric vehicles.
Increasing demand for energy storage solutions
With the global transition towards renewable energy sources like solar and wind power, there is a growing need to effectively store and utilize the energy generated during peak production periods. Molten salt batteries offer a promising solution due to their high energy density, long cycle life, and ability to store large amounts of energy efficiently. Furthermore, these batteries can store excess energy when renewable sources are generating power and discharge it when demand is high or during periods of low renewable energy production.
High initial investment costs
The complex design, specialized materials, and high-temperature operation required by molten salt battery systems contribute to elevated upfront expenses. Unlike established energy storage technologies, such as lithium-ion batteries, which have undergone significant cost reductions over the years, molten salt batteries still require substantial capital investment. These high costs can deter potential buyers, particularly in industries or regions with budget constraints or competing priorities for capital expenditure. Additionally, investors and project developers may be hesitant to commit to molten salt battery projects due to uncertainties surrounding the return on investment and the longer payback periods associated with these high initial costs.
Technological advancements
As research and development efforts progress, innovations aimed at enhancing the efficiency, performance, and cost-effectiveness of molten salt battery technology are continually emerging. Breakthroughs in materials science, battery chemistry, and manufacturing processes contribute to improving the overall competitiveness of molten salt batteries compared to other energy storage solutions. These advancements lead to increased energy density, longer cycle life, faster charging and discharging rates, and improved safety features, making molten salt batteries more attractive for various applications.
Competition from established technologies
Lithium-ion batteries, in particular, have dominated the energy storage landscape due to their widespread adoption, proven performance, and declining costs over time. Molten salt batteries face the challenge of competing with these well-established technologies, which have already secured significant market share and investor confidence. However, the familiarity and established supply chains associated with lithium-ion batteries make them a preferred choice for many energy storage applications.
Initially, disruptions in supply chains and manufacturing operations due to lockdowns and restrictions led to a slowdown in production and distribution. This resulted in delayed project timelines and installations, affecting the adoption rate of molten salt batteries in various applications such as energy storage systems and grid stabilization. However, the pandemic also highlighted the importance of reliable energy storage solutions, particularly in ensuring uninterrupted power supply for critical infrastructure and healthcare facilities.
The liquid metal batteries segment is expected to be the largest during the forecast period
Liquid Metal Batteries segment commanded the largest market share over the projection period. These batteries, characterized by their use of liquid metal electrodes and molten salt electrolytes, offer exceptional energy density, long cycle life, and high efficiency, making them ideal for large-scale energy storage applications. Their ability to store and release large amounts of energy quickly makes them particularly suitable for grid-level energy storage, renewable energy integration, and stabilizing intermittent energy sources like wind and solar power.
The concentrated solar power segment is expected to have the highest CAGR during the forecast period
Concentrated Solar Power segment is expected to hold lucrative growth throughout the estimation period. CSP plants use mirrors or lenses to concentrate sunlight onto a small area, generating high-temperature heat that can be stored in molten salt as thermal energy. This stored energy can then be used to generate electricity on-demand, even when the sun is not shining. Additionally, molten salt batteries complement CSP technology by providing efficient and cost-effective energy storage solutions, enabling CSP plants to deliver consistent power output regardless of weather conditions or time of day.
North America region dominated the largest share during the extrapolated period. The region is witnessing a rapid transition towards renewable energy sources, spurred by environmental concerns and government incentives. Molten salt batteries play a crucial role in this transition by providing efficient energy storage solutions that enable the integration of renewable energy into the grid, thereby enhancing grid stability and reliability. Moreover, this conducive ecosystem fosters the development and deployment of molten salt battery technologies, attracting both domestic and international players to invest in the market.
Due to increased energy demand and a greater focus on sustainable energy solutions, Asia Pacific region is estimated to witness substantial growth throughout the overcast period. Molten salt batteries offer a viable option for energy storage, particularly in regions with high solar potential, such as Australia, India, and China, where there is a growing emphasis on solar energy integration. Moreover, government initiatives and policies aimed at promoting renewable energy and reducing carbon emissions are driving investments in energy storage infrastructure, creating a favorable market environment for molten salt batteries.
Key players in the market
Some of the key players in Molten Salt Battery market include EnSync Energy Systems Inc, Fluence Energy LLC, General Electric Company, NGK Insulators Ltd, Primus Power Corporation, Robert Bosch GmbH, SolarReserve LLC, Sumitomo Electric Industries Ltd, Tesla, Inc, UniEnergy Technologies LLC and ZBB Energy Corporation.
In April 2023, Robert Bosch GmbH announced plans to buy TSI Semiconductors, a major maker of silicon carbide chips. However, Bosch did divulge that it plans to spend $1.5 billion on upgrading TSI's production lines. The company said that the investment will depend on federal funding opportunities and state-level economic development initiatives.
In December 2022, NGK Insulators, Ltd. (hereinafter "NGK") hereby announces that NGK has invested in Japan Green Investment Corp. for Carbon Neutrality (JICN), a public-private fund newly established by the Ministry of the Environment.