编者按:分析人士表示,在新的十年里,电池和电池技术将在把更多电动汽车和可再生能源推向市场方面发挥越来越重要的作用,储能市场将蓬勃发展。
据今日油价1月6日报道,锂离子电池的开发者获得了2019年诺贝尔化学奖,以表彰他们为我们的手机、笔记本电脑和电动汽车提供动力的科学成就。
瑞典皇家科学院(Royal Swedish Academy of Sciences)指出,锂离子电池在过去十年创造了一个可再充电的世界,还可以储存大量来自太阳能和风能的能源,使无化石燃料社会成为可能。
分析人士表示,在新的十年里,电池和电池技术将在把更多电动汽车和可再生能源推向市场方面发挥越来越重要的作用。迅速下降的成本,以及扩大和挖掘现有电池和储能解决方案的潜力,将在未来十年内极大地改变全球电网和移动市场。
在全球电力需求持续增长的情况下,扩大新兴电池和储能技术的规模,进一步发展锂离子电池和替代电池技术,以支持清洁能源转型,将需要大量投资。
2019年,彭博社在一份报告中表示,电池成本不断下降,清洁能源的储量和使用量不断增加,将导致未来20年全球固定能源存储蓬勃发展,这将需要高达6620亿美元的总投资。
瑞士联合银行(UBS)表示,能源存储将是全球向可再生能源转型的下一个关键催化剂。瑞银在11月的一份报告中称,目前的储能能力仅占太阳能和风能总装机容量的17%。过去5年,能源储存成本几乎下降了一半,但总体而言,对于大规模的应用而言,成本仍然过高。
这家投资银行预计,到2025年,能源储存成本将不到现在的三分之一。这些较低的成本将刺激对可再生能源、电池以及相关材料和化学品的额外需求。
瑞银分析师指出,未来10年,由于电池制造商的扩张计划、电动汽车电池的经验的积累,以及可再生能源的材料成本削减,电力系统成本降低,储能成本将下降66% - 80%。
到2030年,储能市场价值可能高达4260亿美元。
王佳晶 摘译自 今日油价
原文如下:
2020: The Decade For Energy Storage
The developers of the lithium-ion battery won the Nobel Prize in Chemistry 2019, in recognition of a scientific achievement that has helped power our mobile phones, laptops, and electric vehicles (EVs).
“It can also store significant amounts of energy from solar and wind power, making possible a fossil fuel-free society,” The Royal Swedish Academy of Sciences said, noting that lithium-ion batteries have created a rechargeable world over the past decade.
In the new decade, batteries and battery technology are set to play an increasingly important role in bringing more electric vehicles and renewable energy to the market, analysts say.
Rapidly declining costs and the potential to scale up existing and breakthrough battery and energy storage solutions are set to dramatically change the global mobility market and the power grid over the next ten years.
A lot of investments will be necessary in scaling up emerging battery and energy storage technology, as well as in the further development of lithium-ion batteries and alternative battery tech, to support the clean energy transition while global demand for electricity continues to rise.
Continuously falling battery costs, and rising capacity and usage of clean energy are set to result in booming global stationary energy storage over the next two decades, which will require total investments of as much as US$662 billion, BloombergNEF (BNEF) said in a report last year.
According to UBS, energy storage will be the next critical catalyst for a global shift towards renewable energy. Current energy storage capacity represents just 17 percent of total installed solar and wind capacity, UBS said in a report in November.
“Energy storage cost has almost halved in the past five years but generally remain too pricey for scale-up applications,” UBS says.
The investment bank expects that by 2025, energy storage cost will be under a third of what it is now. These lower costs would spur additional demand for renewables, batteries, and related materials and chemicals.
In the coming decade, energy storage costs are set to fall by 66-80 percent, driven by battery makers’ expansion plans, experience from EV batteries, and material cost cuts in renewables lowering power system costs, UBS’s analysts note.
The energy storage market could be worth up to US$426 billion by 2030.
原标题:未来十年全球储能市场将蓬勃发展