太阳能2021年全球存储容量将增长两倍
根据Wood Mackenzie的分析，到2021年底，全球能源存储部署将达到1200万千瓦，同比增长近两倍。
尽管 Covid-19 大流行造成了中断，伍德麦肯齐的《全球储能展望》预测 2021 年至 2030 年的总需求将接近 1 太瓦时。
高级研究分析师徐乐表示：“到2030年，美国和中国将主导全球存储市场，共同占据全球总装机容量的70%以上。
到 2030 年，电表前端 领域的部署将达到 700 吉瓦时 ，占全球总部署的 73%。
徐补充说：“加速美国和中国电力行业脱碳的举措正在加快步伐，并为我们的全球市场预测奠定了基础。
中国正在推动我们对下半年的展望市场升级，使我们之前的预测翻了一番。
中国新设立的到 2025 年目标为 30GW 的储能对区域 FTM 市场产生了巨大影响。
到 2021 年，中国 FTM 存储的年安装量将增加两倍以上，并在 2021-2030 年提供 260GWh 的新容量。
Wood Mackenzie 预测亚太市场将增长 20 倍，到 2030 年总存储容量将达到 400GWh，其中 FTM 部门占该需求的 82%。
在北美，美国对储能和太阳能应用的投资税收抵免 增加了需求，到 2021 年，每年的 FTM 部署将增加 4.5。
预算对账和能源税改革导致独立存储应用的新 ITC 将为当前的 10 年市场前景提供上行空间。
欧洲的存储市场也将激增，Wood Mackenzie 预计到 2030 年累计安装量将超过 100GWh，其中以德国和意大利为首。
高电价将推动欧洲非住宅部分从 2020 年的 11% 到 2030 年的 19%，而住宅市场到 2030 年将超过 27GWh。
为支持全球需求扩张，报告指出，未来两年全球锂离子电池产能将翻番。
原文阅读：
Annual global energy storage deployments will nearly triple year-on-year, reaching 12GW by the end of 2021, according to analysis from Wood Mackenzie.
Despite disruptions from the Covid-19 pandemic, Wood Mackenzie’s Global Energy Storage Outlook forecasts nearly one terawatt hour of total demand from 2021-2030.
Xu Le, senior research analyst, said: “The US and China will dominate the global storage market, together commanding over 70% of total global installed capacity through 2030.”
Deployments in the front-of-the-meter segment will hit 700 gigawatt hour , 73% of total global deployment, by 2030.
Xu added: “Moves to accelerate the decarbonisation of the US and Chinese power sectors are gaining pace and provide the foundation of our global market forecast.
China is driving our H2 outlook market upgrade, doubling our previous forecast. China’s newly instituted 30GW of energy storage by 2025 target has an outsized impact on the regional FTM market.”
China FTM storage annual installations will more than triple in 2021 and deliver 260GWh of new capacity for 2021-2030.
Wood Mackenzie forecasts the Asia Pacific market to grow 20-fold, reaching 400GWh of total storage capacity by 2030, with the FTM sector accounting for 82% of that demand.
In North America, the US investment tax credit for storage plus solar applications has supercharged demand, with a 4.5 increase in annual FTM deployments on tap for 2021.
Budget reconciliation and energy tax reform resulting in a new ITC for standalone storage applications would provide upside to the current 10-year market outlook.
Europe’s storage market is also set to surge, with Wood Mackenzie expecting cumulative installs to exceed 100GWh by 2030, led by Germany and Italy.
High power prices will push the European non-residential segment from 11% in 2020 to 19% in 2030, while the residential market will exceed 27GWh by 2030.
In support of global demand expansion, the report noted that global lithium ion battery capacity will double in the next two years.
本文译自renews.biz
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