編者按:分析人士表示,在新的十年里,電池和電池技術(shù)將在把更多電動汽車和可再生能源推向市場方面發(fā)揮越來越重要的作用,儲能市場將蓬勃發(fā)展。
據(jù)今日油價1月6日報道,鋰離子電池的開發(fā)者獲得了2019年諾貝爾化學(xué)獎,以表彰他們?yōu)槲覀兊氖謾C(jī)、筆記本電腦和電動汽車提供動力的科學(xué)成就。
瑞典皇家科學(xué)院(Royal Swedish Academy of Sciences)指出,鋰離子電池在過去十年創(chuàng)造了一個可再充電的世界,還可以儲存大量來自太陽能和風(fēng)能的能源,使無化石燃料社會成為可能。
分析人士表示,在新的十年里,電池和電池技術(shù)將在把更多電動汽車和可再生能源推向市場方面發(fā)揮越來越重要的作用。迅速下降的成本,以及擴(kuò)大和挖掘現(xiàn)有電池和儲能解決方案的潛力,將在未來十年內(nèi)極大地改變?nèi)螂娋W(wǎng)和移動市場。
在全球電力需求持續(xù)增長的情況下,擴(kuò)大新興電池和儲能技術(shù)的規(guī)模,進(jìn)一步發(fā)展鋰離子電池和替代電池技術(shù),以支持清潔能源轉(zhuǎn)型,將需要大量投資。
2019年,彭博社在一份報告中表示,電池成本不斷下降,清潔能源的儲量和使用量不斷增加,將導(dǎo)致未來20年全球固定能源存儲蓬勃發(fā)展,這將需要高達(dá)6620億美元的總投資。
瑞士聯(lián)合銀行(UBS)表示,能源存儲將是全球向可再生能源轉(zhuǎn)型的下一個關(guān)鍵催化劑。瑞銀在11月的一份報告中稱,目前的儲能能力僅占太陽能和風(fēng)能總裝機(jī)容量的17%。過去5年,能源儲存成本幾乎下降了一半,但總體而言,對于大規(guī)模的應(yīng)用而言,成本仍然過高。
這家投資銀行預(yù)計,到2025年,能源儲存成本將不到現(xiàn)在的三分之一。這些較低的成本將刺激對可再生能源、電池以及相關(guān)材料和化學(xué)品的額外需求。
瑞銀分析師指出,未來10年,由于電池制造商的擴(kuò)張計劃、電動汽車電池的經(jīng)驗的積累,以及可再生能源的材料成本削減,電力系統(tǒng)成本降低,儲能成本將下降66% - 80%。
到2030年,儲能市場價值可能高達(dá)4260億美元。
王佳晶 摘譯自 今日油價
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.
原標(biāo)題:未來十年全球儲能市場將蓬勃發(fā)展