欧洲储能经济学.pdf

1、Energy Storage Economics in EuropeLondon Energy Storage Summit 2026Sonia GrunenwaldFebruary 25,20261Energy Storage Economics EuropeSource:BloombergNEF.Note:Pricing based on usable capacity.Prices in 2023-25 show all durations and are global volume-weighted averages of survey pricing data based on BN

2、EFs annual regional installation forecast;2023 price was updated in 2024.Prices between 2017 and 2022 are only for 4-hour systems.Historical prices have been adjusted using June to June inflation rates based on the US Consumer Price Index(CPI).Prices converted using exchange rates at the end of Octo

3、ber each year.Historical prices for turnkey energy storage systems6304373853012903662831691170100200300400500600700201720182019202020212022202320242025$per kilowatt-hour,usable(real 2025)-31%Turnkey energy system costs drop once againFalling costs drive competition2Energy Storage Economics EuropeFal

4、ling costs drive competitionFive forces behind the decline3Energy Storage Economics EuropeSource:BloombergNEF.Note:BEV stands for battery electric vehicle.Volume-weighted average pack prices,by sector01002003004005006002016201920222025$per kilowatt-hour(real 2025)E-bus and commercial(excludingChina)

5、Two-and three-wheelersE-bus and commercial(China)Stationary storagePassenger BEV1:Battery pack prices are falling further45%drop year-on-yearFalling costs drive competition4Energy Storage Economics EuropeSource:BloombergNEF,company announcements.Note:Data as of June 2025.MWh is megawatt-hour.Selecte

6、d companies energy storage battery cell and system size02004006008001,0001,2001,400EVE EnergyREPT BATTEROCornexHithiumHithiumNaradaHithiumCATLCornexBYDREPT BATTEROCALBBYDSvoltSvoltSvoltSunwodaCATLSvoltGotionAmpere-hours5MWh+6MWh+7MWh+2:Battery cells and storage systems are becoming largerFalling cos