AFRY：2026长时储能（LDES）市场全景报告：欧洲创新型 LDES 发展前景（英文版）（122页）.pdf

1、LDES market overviewWhat is the outlook for innovative LDES in Europe?June 2026An AFRY Report for Eurelectric1Introductory noteEXECUTIVE SUMMARYJune 20262 This report focuses exclusively on innovative Long-Duration Energy Storage(LDES)technologies and does not cover Pumped Hydro Energy Storage(PHES)

2、,which is a mature and widely deployed technology across Europe and a significant contribution to meeting the underlying flexibility needs.All monetary values presented in this report are in real 2025 money terms,unless otherwise stated.Copyright AFRY AB|LDES Market AnalysisChanges in demand pattern

3、s and the expansion of intermittent renewable generation result in increased flexibility needs EXECUTIVE SUMMARYJune 20263123456789101112Notes:1)Data for Germany TYNDP scenario 2040Daily1Related to solar PV production variabilitySeasonal1Related to demand,RES and temperature variability0246810121416

4、18202224Surplus of RES generation within day because of the large solar PV penetrationHigher electricity demand in the winter periods due to large penetration of heat pumpsBy 2040,an increase in demand during RES generation hours is due to electrolysers and flexible EVsSurplus generation of RES in s

5、pring due to large wind penetration and in summer due to large solar generationAnnual hourly average of electricity demandAnnual hourly average of RES generationMonthly electricity demandMonthly RES generationRES generation cannot meet the demand in the evening hoursSurplus of RES generationDemand n

6、ot met by RESCopyright AFRY AB|LDES Market Analysis with new and innovative solutions emerging to meet theseEXECUTIVE SUMMARYEXISTING FLEXIBILITY SOLUTIONSJune 2026Notes:1)Compressed Air Energy System.2)Liquid CO2 Energy System.3)Carbon Capture and Storage.LDES TECHNOLOGIESLOW-CARBON THERMAL GENERAT