电池和储能 Reports and Subscriptions

Demand for battery storage in commercial and industrial applications will increase across a breadth of industries including data centers, telecommunication, electric vehicle charging, construction, agriculture, and mining. BESS players across a range of both Li-ion and non-Li-ion technologies will be looking to play and take market share from incumbent Li-ion BESS giants. This IDTechEx reports provides forecasts and analyses on C&I BESS applications, players, projects, technology trends, costs, and benchmarking.

Direct lithium extraction (DLE) provides sustainable and efficient lithium production and affords countries greater supply chain security, leading to its significant growth. Commercial adsorption technologies will be accompanied by ion exchange, solvent extraction, membranes, and electrochemical process, while DLE also creates opportunities for geothermal and oilfield brine extraction. IDTechEx provides analyses on DLE technologies, players, projects, regulations, and their impact on global lithium supply through 10-year forecasts out to 2036.

Redox flow batteries (RFB) will be used for emerging applications including data center decarbonization and long duration energy storage (LDES) amid the growth of variable renewable energy. Vanadium, organic and iron-based RFB chemistries' performance and cost should improve through development in cell stack components, electrolyte manufacturing, and energy storage policy. This IDTechEx report provides forecasts and analysis on RFB technologies, players, projects, policies, components, materials, applications, economics and business opportunities.

This report characterizes the lithium-ion battery market, covering technologies, players and applications. Coverage across four major sectors (battery electric cars, electric vehicles, consumer electronics and stationary energy storage), with historic data from 2020-2024 and market forecasts from 2025 to 2036. It is the most comprehensive and up-to-date study compiled for this product area. It reveals significant opportunity, with the lithium-ion battery market forecast to grow to over US$300bn by 2036.

Unlock the potential of solid-state batteries with IDTechEx's in-depth report. Covering market forecasts, cutting-edge technologies, electrolyte innovations, safety features, and regional activities, this report offers unparalleled insights. It also dives into cell-to-system design, manufacturing, recycling, and regulatory trends. With profiles of 49 key players, it's an ultimate guide to navigating the US$10 billion solid-state battery market up to 2036.

This report identifies the key and emerging thermal management and fire protection materials and systems used for BESS safety. Analysis of the regulatory landscape, along with assessment of market players, helps to formulate granular ten-year forecasts for the global BESS fire safety market.

This report covers the supercapacitor market, covering three main technologies, a broad range of players and products and seven distinct market sectors. The market is forecast from 2026 to 2036, providing comprehensive analysis of growth trends across the different sectors. It reveals a healthy market with a CAGR of 15.3% and a total market size of nearly US$5 billion by 2036.

This report provides critical insight into the extensive Li-ion battery additives industry. IDTechEx's reports highlights critical trends in additive materials, including binders, conductive additives, and electrolyte additives. Analysis includes key player and material benchmarking, wider industry trends, breakdowns of emerging material and processing technologies, and the prospect of PFAS remediation in Li-ion cells. Granular 10-year forecasts provide greater detail on how the battery additives market will grow into an US$18 billion opportunity by 2036.

This report characterizes the advanced battery pack sensors market and analyses trends in remote monitoring of battery packs. Coverage across eight sensor types and review of regulation and previous trends. It is the most comprehensive analysis of advanced sensor deployments in battery packs to date and reveals opportunities in the short and medium term, with the battery pack sensor market set to exceed US$220 million by 2036 and see widespread adoption across electric vehicles and energy storage system users.

未来二十年间，锂离子电池回收市场有望迎来显著增长。回收企业与汽车原始设备制造商（OEM）力求从日益增多的退役锂离子电池中高效提取高价值及关键性原材料。此举是稳定材料供应、创造收入和实现监管目标的关键。IDTechEx最新报告涵盖技术趋势、经济动态、政策导向以及主要市场参与者的商业布局分析，及相关市场预测。

本报告深入剖析了先进及下一代锂离子技术的趋势与进展，旨在清晰界定硅阳极、锂金属阳极、固态电解质、富锰阴极材料、超高镍含量NMC（镍锰钴）材料、替代性阴极合成途径、添加剂应用、新型及优化后的电极与电池结构设计，以及电池组与电池管理系统（BMS）的发展态势。

钠离子电池报告（2025年-2035年）全面概述了钠离子电池市场，参与者和技术趋势。该报告还提供了电池性能基准、材料和成本分析，列出了主要参与者的专利，并提供了未来10年的钠离子电池需求量（GWh）和价值（美元）预测。

本报告揭示了锂离子电池关键材料需求趋势的演变，并全面概述了矿物提取与加工技术的进步，同时展望了五种关键矿物—锂、钴、铜、镍和天然石墨的市场供应前景。全球矿产供应前景的分析基于超过649个陆基矿山运营和项目的数据点。此外，该报告还探讨了深海采矿的潜力，并评估了其作为未来矿产关键来源所面临的机遇与挑战。

本报告深入探讨锂金属电池市场，并评估技术、参与者和应用市场。报告中涉及四种技术（固态、液体电解质、锂硫和锂空气），且根据应用可行性和制造能力对未来部署进行了预测。在锂金属电池预测中，展望了2025年至2035年的容量部署和市场规模，到2035年，整体市场（规模）预计将超过130亿美元。

电动汽车的兴起催生了对多种材料的需求。本报告讨论制造电池及电池组的关键材料需求，剖析电池化学、设计创新、能量密度、成本控制以及材料利用的最新趋势，针对汽车、货车、卡车、公交车、两轮车、三轮车及微型车等电动汽车细分市场提供29种不同的材料预测。

通过赋予电动汽车电池第二次生命，我们可以最大限度地提升其价值，延长回收前的使用寿命，促进电池循环经济的发展。IDTechEx的这份报告深入预测并分析了第二生命电动汽车电池的再利用者与商业模式、汽车原始设备制造商（OEM）的活动与合作伙伴关系、寿命终结（EOL）电池诊断的参与者、关键市场、再利用成本及自动化水平、B2B市场状况、法规、电动汽车电池技术发展趋势，并提供了与第一生命锂离子电池储能系统（BESS）的技术经济对比分析。

本报告全面概述了硅阳极市场的情况。它不仅剖析了材料与技术解决方案的演进、市场与参与者的动态发展、以及硅阳极的成本影响因素，还提供了硅阳极的生产前景展望，并根据材料类型（低硅、中硅、高硅）、应用领域及地理区域进行了详细的需求预测。

本报告剖析了人工智能在电池行业的五大应用领域，涵盖技术革新、供应链中断及参与者创新等多个方面。同时，报告提供了未来十年的市场预测定量与定性分析。这是迄今为止对电池行业中机器学习应用的最全面概述，揭示了其在电池开发、制造及使用过程中的巨大颠覆力与加速潜力。

在未来十年内，对锂离子电池储能系统的需求将持续攀升，这不仅将加速可再生能源的普及，还将为房主带来更高的能源独立性。本IDTechEx报告深入分析并预测了锂离子电池储能系统的多个方面，包括市场参与者、项目管道、供应与战略协议、住宅及电网规模市场、技术趋势与基准、电池储能安全及热管理、应用领域、创收潜力，以及各区域的规划、电池储能系统的激励措施与目标。

本报告深入剖析了柔性电池相关市场、技术和参与者，覆盖13大应用市场和6项核心电池技术，并预测了2025年至2035年的市场情况，是该产品领域最全面的研究报告。报告中不仅展现了柔性电池市场蓬勃发展、机遇不断的盛况，更预见到至2035年，柔性电池市场规模将增长到5亿美元以上。

本报告深入剖析了电力建筑、农业和采矿（CAM）车辆电池市场的核心要点。并通过全面分析交钥匙电池供应商的200余款产品以及200款CAM电动汽车，洞悉了汽车市场的需求、供应商的核心技术以及电池技术在电动CAM机器中的适用性。报告涵盖了10种电池技术，包括LTO、钠离子、锂金属等，并评估了这些技术如何满足15种不同车型的需求。此外，报告还提供了按地区、行业以及化学分类的GWh电池需求和收入（美元）的十年预测。

全球25%的能源污染源于工业热生产。但是，新兴的热能储存（TES）技术正逐步商业化，其采用低成本且资源丰富的材料，如熔盐、混凝土和耐火砖，为工业过程提供清洁的脱碳热量。在国家层面资金的大力扶持下，加之关键地区天然气价格的持续上涨，工业TES市场将迎来迅猛增长。这份由IDTechEx精心编制的报告，深入剖析了TES技术的发展现状、市场参与者、重点项目以及政府所采取的积极措施，并对未来趋势进行了预测和全面分析。

到 21 世纪 30 年代，对长时间储能 (LDES) 技术的需求将会增加，以推动增加可变可再生能源 (VRE) 渗透率。针对 LDES 开发的关键技术，在更长的存储时间内提供比锂离子电池更低的资本成本 ($/kWh)，若要帮助增加 VRE 渗透率，则需该技术。这份 IDTechEx 报告提供了对 LDES 技术、参与者、项目、应用、创收、电网灵活性和 VRE 部署的预测和分析。

本报告通过研究汽车 OEM 和非汽车市场电池组制造商的发展，分析了电动车锂离子电池和电池组技术的趋势和发展。电池管理系统的参与者和发展也包括在内。预计电动汽车、货车、卡车、两轮车和公共汽车对锂离子电池有需求。