Nowadays, the industry has reached a broad consensus that the world will deploy more grid-level energy storage systems in the next few years, but few people know how much capacity to deploy.
In a recent survey released by industry media GTM Research, a new forecast is proposed: The deployment capacity of global lithium-ion battery energy storage systems will increase by 55% annually in the next five years. In other words, lithium-ion battery energy storage systems will be 2017. The increase of 2 GWh to 18 GWh in 2022 will increase by more than 8 times.
This growth began on a small scale. In contrast, electric vehicle sales generated 112 GWh of battery demand in 2017 alone. However, with an annual growth rate of 55%, the grid A graded energy storage system will be sufficient to improve and change the performance of the global electrical system.
The United States will continue to be a leader in the deployment of battery energy storage systems, followed by China, Japan and Australia. Investments in the US states include early battery energy storage projects, market reforms and energy storage regulations, and will be generated in the coming years. Bigger results.
Although US grid planning varies widely across states, this groundbreaking work enables US states to follow up faster and more efficiently. Concentrated policies developed by countries such as China and South Korea allow battery energy storage systems to Rapid development.
A series of interrelated trends have made it possible to accelerate the deployment of battery energy storage systems. The market demand for electric vehicle batteries has stimulated a large-scale expansion of battery production facilities, thereby reducing the battery cost of grid applications.
At the same time, laboratory research in related technologies continues to increase energy density by using the best combination of anode, cathode and electrolyte materials. Once electric vehicles have been on the road for many years, the waste batteries they produce will become cheap second-hand fixed battery energy storage devices. .
So far, the cost of energy storage systems has limited their use on the grid, except in a few special cases. As costs fall sharply, their wider use cases will become attractive. During the same period, wind and solar energy The growth trend will increase the asset value of the energy storage system.
Then the problem becomes the impact of the influx of battery energy storage system on the rest of the grid.
For example, Australia's first large-scale battery energy storage system has reduced the price of its key grid service market. According to a research report released last year, by 2025, battery energy storage systems deployed in Australia will begin to replace new and existing ones. The natural gas power plant will then begin to challenge natural gas power plants that can generate large amounts of electricity by 2035.
California lawmakers plan to completely eliminate fossil fuel production in 2045. In this case, battery energy storage system manufacturers will certainly become the main supplier of flexible capacity.
Whether the deployment and cost reduction of battery energy storage systems can help decarbonization without costly is another matter, but this trend at least indicates the right direction.
