1. |
EXECUTIVE SUMMARY |
1.1. |
Energy storage: A Li-ion battery led market |
1.2. |
Global Li-ion BESS market headlines and key commentary |
1.3. |
Advantages and disadvantages of battery storage technologies |
1.4. |
Li-ion battery storage deployments by country 2023 vs 2021 |
1.5. |
Na-ion batteries for stationary energy storage |
1.6. |
Li-ion BESS players technology benchmarking analysis |
1.7. |
Li-ion BESS players flagship grid-scale technology benchmarking |
1.8. |
Li-ion battery chemistry outlook - % split 2016-2035 |
1.9. |
Li-ion battery chemistries for residential storage - LFP vs NMC |
1.10. |
CATL zero degradation BESS and options enabling this claim |
1.11. |
Li-ion battery safety and thermal management summary (1) |
1.12. |
Li-ion battery safety and thermal management summary (2) |
1.13. |
BESS safety systems overview |
1.14. |
Forced air cooling vs liquid cooled BESS summary |
1.15. |
The impact of RES on the electricity grid |
1.16. |
Regional RES and battery storage targets |
1.17. |
Renewable energy targets and energy storage targets by country |
1.18. |
US states storage and targets overview map |
1.19. |
Australia storage policy, funding, and renewables targets |
1.20. |
Business models and revenue streams overview |
1.21. |
Revenue streams description |
1.22. |
Overview of ancillary services |
1.23. |
Li-ion BESS grid-scale / C&I market summary |
1.24. |
Leading FTM and C&I BESS integrators / players |
1.25. |
FTM and C&I BESS integrator / player pipelines by GWh |
1.26. |
Key BESS integrator / player pipelines by region |
1.27. |
Residential battery storage market overview |
1.28. |
Residential battery storage market commentary |
1.29. |
Global residential battery storage market forecasts by country 2016-2035 (GWh) |
1.30. |
Regional analysis summary |
1.31. |
Longer duration Li-ion BESS projects on the rise (1) |
1.32. |
Longer duration Li-ion BESS projects on the rise (2) |
1.33. |
Global Li-ion battery installations forecast by country 2016-2035 (GWh) |
1.34. |
Global Li-ion battery installations forecast by sector [Grid-scale, C&I, residential] 2016-2035 (GWh) |
1.35. |
Global Li-ion BESS market value by sector [Grid-scale, C&I, residential] 2016-2035 (US$B) |
1.36. |
Regional commentary (1) |
1.37. |
Regional commentary (2) |
1.38. |
Regional commentary (3) |
1.39. |
Regional commentary (4) |
1.40. |
Regional commentary (5) |
1.41. |
Access More with an IDTechEx Subscription |
2. |
INTRODUCTION |
2.1. |
Consumption of electricity is changing |
2.2. |
Renewables are leading the power source changes |
2.3. |
The advantage of energy storage in the power grid (1) |
2.4. |
The advantage of energy storage in the power grid (2) |
2.5. |
Stationary storage position in the power grid |
2.6. |
Different battery sizes for different uses |
2.7. |
Where can energy storage fit in? |
2.8. |
Battery storage systems |
2.9. |
Battery storage designed for self-consumption |
3. |
BATTERY STORAGE TECHNOLOGIES |
3.1. |
Li-ion Batteries |
3.1.1. |
Summary: Batteries for stationary energy storage |
3.1.2. |
More than one type of Li-ion battery |
3.1.3. |
A family tree of Li-based batteries |
3.1.4. |
Differences between cell, module, and pack |
3.2. |
Li-ion cathode materials |
3.2.1. |
Cathode materials - NMC, NCA, and LMO |
3.2.2. |
Cathode materials - LCO and LFP |
3.2.3. |
Cathode suitability for stationary Li-ion battery storage |
3.2.4. |
CAM price trend |
3.2.5. |
LFP or NMC for stationary energy storage? |
3.3. |
Li-ion anode materials |
3.3.1. |
Anodes compared (1) |
3.3.2. |
Anodes compared (2) |
3.3.3. |
Where will LTO play a role? |
3.3.4. |
IDTechEx wider reports on batteries for stationary energy storage |
3.4. |
Other batteries for stationary energy storage |
3.4.1. |
Na-ion batteries introduction |
3.4.2. |
Appraisal of Na-ion (1) |
3.4.3. |
Appraisal of Na-ion (2) |
3.4.4. |
Na-ion batteries for stationary energy storage |
3.4.5. |
Na-ion grid-scale battery storage deployments |
3.4.6. |
Redox flow batteries for stationary energy storage |
3.4.7. |
Metal-air batteries introduction |
3.4.8. |
Metal-air battery options for LDES |
3.4.9. |
Lead-acid batteries |
3.4.10. |
Thermal batteries introduction |
3.4.11. |
Thermal batteries working principles |
3.4.12. |
Advantages and disadvantages of battery storage technologies |
4. |
LI-ION BESS SAFETY AND THERMAL MANAGEMENT |
4.1. |
Summary |
4.1.1. |
Executive summary: Li-ion battery safety and thermal management (1) |
4.1.2. |
Executive summary: Li-ion battery safety and thermal management (2) |
4.2. |
Li-ion BESS fire incidents |
4.2.1. |
BESS fire in Arizona, US (2019) |
4.2.2. |
Battery fires in South Korea |
4.2.3. |
Reasons for battery fires in South Korea |
4.2.4. |
Victoria Big Battery fire and new mitigations for fire protection (2021) |
4.2.5. |
Global BESS failure incidents |
4.2.6. |
Root causes of BESS failures 2018-2023 (1) |
4.2.7. |
Root causes of BESS failures 2018-2023 (2) |
4.2.8. |
Root causes of BESS failures 2018-2023 (3) |
4.2.9. |
BESS age at failure |
4.3. |
Causes and stages of thermal runaway and battery fires |
4.3.1. |
Causes of battery failure |
4.3.2. |
Stages of thermal runaway (1) |
4.3.3. |
Stages of thermal runaway (2) |
4.3.4. |
Stages of thermal runaway (3) |
4.3.5. |
LiB cell temperature and likely outcome |
4.3.6. |
Thermal runaway propagation |
4.3.7. |
Summary of LiB failure events at different temperatures |
4.3.8. |
Cell chemistry and stability |
4.3.9. |
Cell chemistry impact on fire protection |
4.3.10. |
Cell form factor and chemistry impact on fire protection |
4.3.11. |
Na-ion battery safety |
4.3.12. |
0 V capability of Na-ion systems |
4.3.13. |
Summary of Na-ion safety |
4.4. |
Systems and materials for BESS fire protection and thermal runaway mitigation |
4.4.1. |
Methods to prevent battery fires |
4.4.2. |
BESS safety systems overview |
4.4.3. |
Large containerized BESS designs |
4.4.4. |
Examples of fire protection agents |
4.4.5. |
Opportunities to use fire protection materials used in EV batteries |
4.4.6. |
Other product and material opportunities: polymers |
4.4.7. |
Megapack thermal management and thermal runaway mitigation |
4.4.8. |
Fluence BESS Gridstack Pro Safety Features |
4.4.9. |
Fluence Cube Safety Features |
4.4.10. |
Johnson Controls gas detection and fire suppression systems for BESS (1) |
4.4.11. |
Johnson Controls gas detection and fire suppression systems for BESS (2) |
4.4.12. |
Key conclusions for Li-ion battery safety |
4.5. |
BESS thermal management: Air cooled vs liquid cooled BESS, technologies & players |
4.5.1. |
Forced air cooled BESS |
4.5.2. |
Liquid cooled BESS (1) |
4.5.3. |
Liquid cooled BESS (2) |
4.5.4. |
Key comparisons between forced air cooled and liquid cooled BESS |
4.5.5. |
Key BESS cooling solution players |
4.5.6. |
Envicool cooling technologies for BESS |
4.5.7. |
Tongfei BESS cooling technologies |
4.5.8. |
Bergstrom cooling technologies for BESS |
4.5.9. |
Pfannenberg cooling technologies for BESS |
4.5.10. |
Example cooling technologies summary |
4.5.11. |
Forced air cooling vs liquid cooled BESS summary |
4.6. |
Thermal runaway and battery fire tests and regulations |
4.6.1. |
The nail penetration test |
4.6.2. |
UL 9450A thermal runaway testing |
4.6.3. |
UL 9450A - a need for more stringent BESS safety testing? (1) |
4.6.4. |
UL 9450A - a need for more stringent BESS safety testing? (2) |
4.6.5. |
BESS Safety in the EU Battery Regulation |
5. |
STATIONARY ENERGY STORAGE: DRIVERS, BUSINESS MODELS AND REVENUE STREAMS |
5.1. |
Business models and revenue streams |
5.1.1. |
Introduction to energy storage drivers |
5.1.2. |
ESS for every position in the value chain |
5.1.3. |
Power capacity vs discharge duration |
5.1.4. |
Business models and revenue streams overview |
5.1.5. |
Revenue streams overview |
5.1.6. |
Revenue streams description |
5.1.7. |
Capacity Market (CM) |
5.1.8. |
Power Purchase Agreements (PPA) |
5.1.9. |
Battery storage and flexibility optimization PPAs (1) |
5.1.10. |
Battery storage and flexibility optimization PPAs (2) |
5.1.11. |
Battery storage and flexibility optimization PPAs (3) |
5.1.12. |
Battery storage and flexibility optimization PPAs (4) |
5.1.13. |
Battery storage and flexibility optimization PPAs (5) |
5.2. |
Behind-the-Meter Applications |
5.2.1. |
BTM summary: values provided by battery storage - customer side |
5.2.2. |
Virtual power plants |
5.2.3. |
Virtual power plant players |
5.3. |
Front-of-the-Meter Applications |
5.3.1. |
FTM: Values provided by battery storage in ancillary services |
5.3.2. |
Ancillary services provision and revenue stacking |
5.3.3. |
Ancillary service requirements |
5.3.4. |
Frequency regulation |
5.3.5. |
Levels of frequency regulation |
5.3.6. |
Load following |
5.3.7. |
Spinning and non-spinning reserve |
5.3.8. |
Dynamic Containment (DC) (1) |
5.3.9. |
Dynamic Containment (DC) (2) |
5.3.10. |
Stacking revenues for battery storage asset owners (1) |
5.3.11. |
Stacking revenues for battery storage asset owners (2) |
5.3.12. |
FTM: values provided by battery storage in utility services |
5.3.13. |
Arbitrage volatility |
5.3.14. |
Negative electricity prices |
5.3.15. |
Gas peaker plant deferral |
5.3.16. |
Off-grid and remote applications |
5.3.17. |
Other utility applications |
6. |
RESIDENTIAL BATTERY STORAGE MARKET AND TECHNOLOGIES |
6.1. |
Summary |
6.1.1. |
Executive summary: residential battery storage |
6.1.2. |
Residential battery storage regional developments |
6.1.3. |
Global residential battery storage market forecasts by country 2016-2035 (GWh) |
6.2. |
Market drivers and key player activity |
6.2.1. |
Market drivers for residential BESS |
6.2.2. |
Key residential BESS player activity updates |
6.2.3. |
Tesla Powerwall Installations for Residential Applications |
6.3. |
Market overview and data analysis |
6.3.1. |
Residential battery storage market overview |
6.3.2. |
Residential battery storage market - demand in Germany |
6.3.3. |
Residential battery market players |
6.3.4. |
Residential battery player market share by revenues (US$M) |
6.3.5. |
Residential battery player market share by GWh installed |
6.3.6. |
Li-ion battery chemistries for residential storage - LFP vs NMC |
6.3.7. |
Battery chemistries for residential storage - undisclosed chemistries |
6.3.8. |
Residential battery capacities |
6.3.9. |
Modular residential battery designs |
6.3.10. |
Residential battery price/kg and energy density |
6.3.11. |
Outlier explanations |
6.3.12. |
Cycle life of residential batteries |
6.3.13. |
Residential battery warranties |
6.3.14. |
Redox flow batteries for residential battery storage? |
7. |
FRONT-OF-THE-METER AND C&I BESS MARKET |
7.1. |
Front-of-the-Meter and C&I BESS Market Overview |
7.1.1. |
Executive summary: FTM and C&I BESS players and technologies |
7.1.2. |
Front-of-the-meter players in the BESS value chain |
7.1.3. |
Energy storage integrators |
7.1.4. |
Companies in the BESS value chain |
7.1.5. |
Large Li-ion BESS assembly costs |
7.1.6. |
Leading FTM and C&I BESS integrators / players |
7.1.7. |
FTM and C&I BESS integrator / player pipelines by GWh |
7.1.8. |
Key BESS integrator / player pipelines by region |
7.1.9. |
FTM and C&I BESS integrator raw data (BESS deployed 2021 - 2023 and project pipelines (by GWh) |
7.1.10. |
Li-ion BESS players analysis notes |
7.1.11. |
Li-ion BESS grid-scale / C&I market summary |
7.1.12. |
BESS player summary - revenues, deployments, pipelines, etc. |
7.1.13. |
Li-ion BESS players technology benchmarking notes |
7.1.14. |
Li-ion BESS players technology benchmarking analysis |
7.1.15. |
Li-ion BESS players flagship grid-scale technology benchmarking |
7.2. |
Front-of-the-Meter and C&I BESS Players, Technologies, and Market Activity |
7.2.1. |
Tesla BESS installations and revenues overview (2021- 2023) |
7.2.2. |
Tesla BESS products overview |
7.2.3. |
Megapack pricing and delivery factors |
7.2.4. |
Megapack pricing (US$/kWh vs capacity installed) |
7.2.5. |
Megapack pricing (US$/kWh vs number of units) |
7.2.6. |
Tesla grid-scale BESS revenues estimation (1) |
7.2.7. |
Tesla grid-scale BESS revenues estimation (2) |
7.2.8. |
Tesla "Generation and Other Services" revenues |
7.2.9. |
Key trends for Tesla's BESS development |
7.2.10. |
Tesla key BESS developments and projects (1) |
7.2.11. |
Tesla key BESS developments and projects (2) |
7.2.12. |
Tesla key projects summary |
7.2.13. |
Tesla Megapack and cell manufacturing developments |
7.2.14. |
Megapack thermal management and thermal runaway mitigation |
7.2.15. |
Victoria Big Battery fire and new mitigations for fire protection |
7.2.16. |
Key conclusions - Tesla in the BESS Market |
7.2.17. |
Fluence overview |
7.2.18. |
Fluence BESS technologies / products |
7.2.19. |
Fluence Cube |
7.2.20. |
Fluence key BESS projects (1) |
7.2.21. |
Fluence key BESS projects (2) |
7.2.22. |
Storage-as-a-Transmission Asset (SATA) |
7.2.23. |
Fluence key upcoming projects summary |
7.2.24. |
Fluence manufacturing developments |
7.2.25. |
Fluence pack manufacturing developments - IRA ITC and PTCs |
7.2.26. |
Fluence BESS Gridstack Pro Safety Features |
7.2.27. |
Fluence Cube Safety Features |
7.2.28. |
Sungrow overview |
7.2.29. |
Sungrow grid-scale BESS technologies |
7.2.30. |
Sungrow BESS technology advantages and disadvantages |
7.2.31. |
Sungrow key BESS projects (1) |
7.2.32. |
Sungrow key BESS projects (2) |
7.2.33. |
Sungrow key BESS projects (3) |
7.2.34. |
Sungrow key projects summary |
7.2.35. |
Wärtsilä overview |
7.2.36. |
Wärtsilä BESS technology |
7.2.37. |
Wärtsilä BESS safety features |
7.2.38. |
Wärtsilä new BESS technologies: Quantum High Energy and Quantum2 |
7.2.39. |
Wärtsilä technology summary |
7.2.40. |
Wärtsilä key installed BESS projects |
7.2.41. |
Wärtsilä key upcoming BESS projects and supply agreement |
7.2.42. |
Wärtsilä key upcoming BESS projects summary |
7.2.43. |
Powin overview |
7.2.44. |
Powin BESS technology and safety features |
7.2.45. |
Powin 5 MWh BESS technology |
7.2.46. |
Powin key upcoming BESS projects summary |
7.2.47. |
Powin battery cell supply agreements summary |
7.2.48. |
Powin commercial activity, partnerships, and supply agreements (1) |
7.2.49. |
Powin commercial activity, partnerships, and supply agreements (2) |
7.2.50. |
Powin commercial activity, partnerships, and supply agreements (3) |
7.2.51. |
HyperStrong overview |
7.2.52. |
HyperStrong BESS technologies |
7.2.53. |
HyperStrong BESS technology technical specifications |
7.2.54. |
HyperStrong commercial activity and key projects (1) |
7.2.55. |
HyperStrong commercial activity and key projects (2) |
7.2.56. |
BYD overview (1) |
7.2.57. |
BYD overview (2) |
7.2.58. |
BYD battery energy storage technologies |
7.2.59. |
BYD grid-scale BESS technical specifications |
7.2.60. |
BYD C&I and residential BESS technologies |
7.2.61. |
BYD technology and commercial strategy |
7.2.62. |
BYD key BESS projects (1) |
7.2.63. |
BYD key BESS projects (2) |
7.2.64. |
Narada Power overview |
7.2.65. |
Narada Power BESS technologies |
7.2.66. |
Narada Power BESS technology technical specifications |
7.2.67. |
Narada Power 305Ah and 690Ah zero-degradation battery cells |
7.2.68. |
Advantages of larger cell formats and capacities |
7.2.69. |
Narada Power commercial activity and key projects (1) |
7.2.70. |
Narada Power commercial activity and key projects (2) |
7.2.71. |
CATL overview |
7.2.72. |
CATL zero-degradation BESS |
7.2.73. |
What underpins CATL's zero degradation ESS battery |
7.2.74. |
Pre-lithiation likely to play key role in 'zero-degradation' claim |
7.2.75. |
Cathode pre-lithiation additives |
7.2.76. |
Data highlights the possibility for claiming zero-degradation |
7.2.77. |
CATL additive related patents |
7.2.78. |
CATL pre-lithiation additive patent example (1) |
7.2.79. |
CATL pre-lithiation additive patent example (2) |
7.2.80. |
CATL pre-lithiation additive patent example (3) |
7.2.81. |
CATL electrolyte additive patent example |
7.2.82. |
"Zero-degradation" battery highlights multiple design levers |
7.2.83. |
Concluding remarks on zero degradation batteries |
7.2.84. |
CATL other BESS technologies |
7.2.85. |
CATL BESS technology benchmarking |
7.2.86. |
CATL 314Ah cells |
7.2.87. |
CATL key BESS projects |
7.2.88. |
LG Energy Solution Vertech overview |
7.2.89. |
LG ES technology benchmarking |
7.2.90. |
LG ES (Vertech) market activity |
7.2.91. |
Samsung SDI overview |
7.2.92. |
Samsung SDI technology benchmarking |
7.2.93. |
Samsung SDI market activity and cell manufacturing updates |
7.2.94. |
Samsung SDI solid-state battery developments |
8. |
REGIONAL ANALYSIS |
8.1. |
Summary |
8.1.1. |
Executive summary: regional analysis |
8.1.2. |
Longer duration Li-ion BESS projects on the rise (1) |
8.1.3. |
Longer duration Li-ion BESS projects on the rise (2) |
8.2. |
Regional Analysis 2022-2024 Key Updates and Regional Summaries |
8.2.1. |
Australia commentary: 2024 and future outlook |
8.2.2. |
Australia 2022-2024 key updates |
8.2.3. |
Australia storage policy, funding, and renewables targets |
8.2.4. |
Key upcoming large-scale BESS in Australia |
8.2.5. |
Japan commentary: 2024 and future outlook |
8.2.6. |
South Korea commentary: 2024 and future outlook |
8.2.7. |
India commentary: 2024 and future outlook |
8.2.8. |
India 2022-2024 key updates |
8.2.9. |
Indian Li-ion battery gigafactory development |
8.2.10. |
China commentary: 2024 and future outlook |
8.2.11. |
China energy storage by technology split |
8.2.12. |
US commentary: 2024 and future outlook |
8.2.13. |
United States 2022-2024 key updates |
8.2.14. |
US States storage and targets overview map |
8.2.15. |
World's largest BESS: Edwards & Sanborn solar-plus-storage project |
8.2.16. |
US electricity costs |
8.2.17. |
Inflation Reduction Act: Section 45X Advanced Manufacturing Production Tax Credit (PTC) |
8.2.18. |
Inflation Reduction Act: Section 48 Investment Tax Credit (ITC) |
8.2.19. |
Germany commentary: 2024 and future outlook |
8.2.20. |
Germany 2022-2024 key updates |
8.2.21. |
Italy commentary: 2024 and future outlook |
8.2.22. |
Italy 2022-2024 key updates |
8.2.23. |
Residential battery storage in Italy |
8.2.24. |
Existing situation of grid-scale battery storage in Italy |
8.2.25. |
New storage tenders and Italian TSO's expected battery storage requirements in Italy |
8.2.26. |
UK commentary: 2024 and future outlook |
8.2.27. |
UK 2022-2024 updates |
8.2.28. |
UK capacity market timeline |
8.2.29. |
Battery storage de-rating factors in recent UK capacity market auctions |
8.2.30. |
How do de-rating factors and capacity market contracts impact the covering of Li-ion BESS project cost? (1) |
8.2.31. |
How do de-rating factors and capacity market contracts impact the covering of Li-ion BESS project cost? (2) |
8.2.32. |
Chile commentary: 2024 and future outlook |
8.2.33. |
Chile ESS developments |
8.3. |
Australia |
8.3.1. |
Australia introduction |
8.3.2. |
Australia 2022-2024 key updates |
8.3.3. |
Australia storage policy, funding, and renewables targets |
8.3.4. |
Key upcoming large-scale BESS in Australia |
8.3.5. |
Other Australian energy storage targets, policies, and rules |
8.3.6. |
Other state policies, schemes, and targets |
8.3.7. |
Victoria's Neighbourhood Battery Initiative (1) |
8.3.8. |
Victoria's Neighbourhood Battery Initiative (2) |
8.3.9. |
Australia's Li-ion gigafactory and supply chain |
8.3.10. |
Victoria Big Battery |
8.3.11. |
Australia commentary: 2024 and future outlook |
8.3.12. |
Australia Li-ion battery storage forecast 2016-2035 (GWh) |
8.4. |
Japan |
8.4.1. |
Japan introduction |
8.4.2. |
Japan electricity supply status |
8.4.3. |
Japan's multiples approached toward energy resiliency |
8.4.4. |
A trend shift in Japan's BESS landscape |
8.4.5. |
Phase out of Feed-in-Tariffs |
8.4.6. |
Private households investing in solar and batteries |
8.4.7. |
Peer-to-peer (P2P) residential energy trading |
8.4.8. |
Tesla entering Japanese home battery market |
8.4.9. |
Other approaches besides home batteries |
8.4.10. |
Vehicle-to-grid (V2G) |
8.4.11. |
Japan's grid-scale battery situation and project examples. |
8.4.12. |
Grid-scale batteries in Hokkaido |
8.4.13. |
The "Basic Hydrogen Roadmap" |
8.4.14. |
10 MW Fukushima electrolyser |
8.4.15. |
Japan commentary: 2024 and future outlook |
8.5. |
South Korea |
8.5.1. |
South Korea introduction |
8.5.2. |
South Korea energy supply status |
8.5.3. |
Government approach towards ES systems |
8.5.4. |
South Korea market drivers |
8.5.5. |
South Korean Renewable Energy Certificate (REC) |
8.5.6. |
South Korea's state of electricity generation and battery storage |
8.5.7. |
South Korea: ESS developer and market share |
8.5.8. |
Reduced battery installations after 2018 |
8.5.9. |
Battery fires in South Korea |
8.5.10. |
Causes of battery fires |
8.5.11. |
Utility scale battery storage projects |
8.5.12. |
South Korea commentary: 2024 and future outlook |
8.6. |
India |
8.6.1. |
India introduction |
8.6.2. |
India 2022-2024 key updates |
8.6.3. |
A lead-acid dominated industry |
8.6.4. |
Battery storage and solar capacity trajectory |
8.6.5. |
Battery storage tenders and government push |
8.6.6. |
Challenges and developments in battery storage in India |
8.6.7. |
Indian Li-ion battery gigafactory development |
8.6.8. |
India's rooftop solar PV market and residential batteries market |
8.6.9. |
India commentary: 2024 and future outlook |
8.6.10. |
India Li-ion battery storage forecast 2022-2035 (GWh) |
8.7. |
China |
8.7.1. |
China introduction |
8.7.2. |
Chinese power grid upgrade |
8.7.3. |
China's historic energy storage deployments |
8.7.4. |
Recent regulation and target developments |
8.7.5. |
China energy storage by technology split |
8.7.6. |
China commentary: 2024 and future outlook |
8.7.7. |
China Li-ion battery storage forecast 2016-2035 (GWh) |
8.8. |
United States |
8.8.1. |
United States introduction |
8.8.2. |
United States 2022-2024 key updates |
8.8.3. |
US States storage and targets overview map |
8.8.4. |
US retail electricity prices |
8.8.5. |
US key developments: Inflation Reduction Act |
8.8.6. |
Inflation Reduction Act: Section 45X Advanced Manufacturing Production Tax Credit (PTC) |
8.8.7. |
Inflation Reduction Act: Section 48 Investment Tax Credit (ITC) |
8.8.8. |
US older developments: American Energy Innovation Act |
8.8.9. |
US older developments: FERC Order 2222 |
8.8.10. |
FERC 2222 advantages for ES market |
8.8.11. |
US older developments: FERC Order 841 |
8.8.12. |
US older key anecdotes (1) |
8.8.13. |
US older key anecdotes (2) |
8.8.14. |
US older key anecdotes (3) |
8.8.15. |
US commentary: 2024 and future outlook |
8.8.16. |
US Li-ion battery storage forecast 2016-2035 (GWh) |
8.8.17. |
California |
8.8.18. |
California overview |
8.8.19. |
World's largest BESS: Edwards & Sanborn solar-plus-storage project |
8.8.20. |
Moss Landing Project - California, US |
8.8.21. |
Large utility battery projects (2) |
8.8.22. |
Bellefield Solar and Energy Storage Farm |
8.8.23. |
California residential battery policies: SGIP |
8.8.24. |
California residential battery policies: NEM |
8.8.25. |
California residential battery storage players |
8.8.26. |
Texas |
8.8.27. |
Texas overview |
8.8.28. |
Key grid-scale battery and energy storage projects in Texas |
8.8.29. |
Hawaii |
8.8.30. |
Hawaii introduction |
8.8.31. |
Hawaii clean energy initiative |
8.8.32. |
Renewables + storage competitive with fossil fuels |
8.8.33. |
Large utility battery project in O'ahu |
8.8.34. |
Net Energy Metering (NEM) and upgrades |
8.8.35. |
New York |
8.8.36. |
New York state energy storage roadmap |
8.8.37. |
Utility-scale BESS project in New York |
8.8.38. |
New York grid-scale and C&I battery summary |
8.8.39. |
Virginia |
8.8.40. |
Virginia Clean Economy Act (1) |
8.8.41. |
Virginia Clean Economy Act (2) |
8.8.42. |
South Carolina |
8.8.43. |
South Carolina: Energy Freedom Act |
8.9. |
Germany |
8.9.1. |
Germany introduction |
8.9.2. |
Germany 2022-2024 key updates |
8.9.3. |
Structure and targets of the 'Energy Concept' |
8.9.4. |
Germany overview and residential storage subsidies |
8.9.5. |
German electricity generation |
8.9.6. |
Electricity grid upgrade |
8.9.7. |
FTM battery storage in Germany |
8.9.8. |
Innovation auctions |
8.9.9. |
Arbitrage opportunities for utility-scale BESS in Germany |
8.9.10. |
BigBattery Lausitz |
8.9.11. |
RWE large batteries with hydropower |
8.9.12. |
BTM: home batteries as a solution |
8.9.13. |
Solar plus storage costs in Germany |
8.9.14. |
KfW bank subsidy |
8.9.15. |
Further options after the FiT |
8.9.16. |
Sonnen in residential battery VPP market |
8.9.17. |
Residential battery market in Germany |
8.9.18. |
Germany commentary: 2024 and future outlook |
8.9.19. |
Germany Li-ion battery storage forecast 2016-2035 (GWh) |
8.10. |
Italy |
8.10.1. |
Italy introduction |
8.10.2. |
Italy 2022-2024 key updates |
8.10.3. |
Italian Feed-in-Tariff and RES Decree |
8.10.4. |
Italian historical Feed-in-Tariff |
8.10.5. |
VPP development in Italy |
8.10.6. |
Residential battery storage in Italy |
8.10.7. |
Growing solar installations in Italy |
8.10.8. |
Existing situation of grid-scale battery storage in Italy |
8.10.9. |
New storage tenders and Italian TSO's expected battery storage requirements in Italy |
8.10.10. |
Energy Dome: Liquefied CO2 energy storage |
8.10.11. |
Energy Dome commercial activity |
8.10.12. |
Italy commentary: 2024 and future outlook |
8.10.13. |
Italy Li-ion battery storage forecast 2016-2035 (GWh) |
8.11. |
United Kingdom |
8.11.1. |
UK introduction |
8.11.2. |
UK key updates 2022-2024 |
8.11.3. |
FTM and BTM overview |
8.11.4. |
A step forward for clean energy sources |
8.11.5. |
Capacity Markets (CM) (1) |
8.11.6. |
Capacity Markets (CM) (2) |
8.11.7. |
UK capacity market timeline |
8.11.8. |
Battery storage de-rating factors in the capacity market |
8.11.9. |
Battery storage de-rating factors in older UK capacity market auctions |
8.11.10. |
Battery storage de-rating factors in recent UK capacity market auctions |
8.11.11. |
How do de-rating factors and capacity market contracts impact the covering of Li-ion BESS project cost? (1) |
8.11.12. |
How do de-rating factors and capacity market contracts impact the covering of Li-ion BESS project cost? (2) |
8.11.13. |
Revenue stacking (1) |
8.11.14. |
Revenue stacking (2) |
8.11.15. |
Revenue stacking (3) |
8.11.16. |
Large UK BESS project developments 2022 |
8.11.17. |
UK residential battery market |
8.11.18. |
UK commentary: 2024 and future outlook |
8.11.19. |
UK Li-ion battery storage forecast 2016-2035 (GWh) |
8.12. |
Chile |
8.12.1. |
Chile electricity supply status |
8.12.2. |
Chile ESS developments |
8.12.3. |
Chile commentary: 2024 and future outlook |
8.12.4. |
Chile Li-ion battery storage forecast 2022-2035 (GWh) |
8.13. |
Africa |
8.13.1. |
Africa overview |
9. |
LI-ION BESS MARKET FORECASTS |
9.1.1. |
Global Li-ion BESS market headlines and key commentary |
9.1.2. |
Market forecast assumptions and methodology |
9.1.3. |
Global Li-ion battery installations forecast by country 2016-2035 (GWh) |
9.1.4. |
Global Li-ion battery installations forecast by sector [Grid-scale, C&I, residential] 2016-2035 (GWh) |
9.1.5. |
Global Li-ion battery installations forecast by sector [FTM, BTM] 2016-2035 (GWh) |
9.1.6. |
Global Li-ion BESS market value by sector [Grid-scale, C&I, residential] 2016-2035 (US$B) |
9.1.7. |
Global residential battery storage market forecasts by country 2016-2035 (GWh) |
9.1.8. |
Global Li-ion battery storage market by chemistry split % across sectors 2016-2035 |
9.1.9. |
China Li-ion battery storage forecast 2016-2035 (GWh) |
9.1.10. |
US Li-ion battery storage forecast 2016-2035 (GWh) |
9.1.11. |
Australia Li-ion battery storage forecast 2016-2035 (GWh) |
9.1.12. |
India Li-ion battery storage forecast 2022-2035 (GWh) |
9.1.13. |
Italy Li-ion battery storage forecast 2016-2035 (GWh) |
9.1.14. |
Germany Li-ion battery storage forecast 2016-2035 (GWh) |
9.1.15. |
UK Li-ion battery storage forecast 2016-2035 (GWh) |
9.1.16. |
Chile Li-ion battery storage forecast 2022-2035 (GWh) |
10. |
COMPANY PROFILES |
10.1. |
Aggreko (Energy Storage) |
10.2. |
BSL Battery |
10.3. |
BYD Energy Storage |
10.4. |
BYD: Residential Batteries |
10.5. |
CATL - Battery Energy Storage Systems (BESS) |
10.6. |
E3/DC GmbH |
10.7. |
Electric Era |
10.8. |
Engie Storage |
10.9. |
Fluence Energy |
10.10. |
Fluence — Battery Energy Storage Systems (BESS) |
10.11. |
HyperStrong — Battery Energy Storage Systems (BESS) |
10.12. |
Kokam (2020) |
10.13. |
Leclanché (2019) |
10.14. |
LG Energy Solution Vertech |
10.15. |
Narada Power - Battery Energy Storage Systems (BESS) |
10.16. |
Powin — Battery Energy Storage Systems (BESS) |
10.17. |
Samsung SDI - Battery Energy Storage Systems (BESS) |
10.18. |
Schneider Electric (Energy Storage) |
10.19. |
Sungrow |
10.20. |
Tesla — Battery Energy Storage Systems (BESS) |
10.21. |
Wärtsilä — Battery Energy Storage Systems (BESS) |