세계의 장기 에너지 저장(LDES) 시장(-2032년) : 기간별, 에너지 용량별, 기술별, 용도별, 최종 사용자별, 지역별 분석

According to Stratistics MRC, the Global Long-Duration Energy Storage (LDES) Market is accounted for $5.54 billion in 2025 and is expected to reach $14.39 billion by 2032 growing at a CAGR of 14.6% during the forecast period. Long-Duration Energy Storage (LDES) describes solutions capable of holding electricity for many hours or even days, providing dependable backup when renewable power supply varies. By storing surplus wind or solar energy and releasing it during shortages, LDES strengthens grid stability and ensures continuous power availability. Technologies including thermal systems, hydrogen storage, compressed air, and flow batteries are increasingly being deployed worldwide. These systems help limit fossil-fuel dependence, lower power costs, and support carbon-reduction goals. With global renewable energy capacity rising, LDES has become a key technology for achieving clean-energy targets while improving the reliability and flexibility of modern electricity networks.

According to data from the U.S. Department of Energy (DOE), the U.S. aims to reduce the cost of LDES by 90% by 2030 under its Energy Earthshots Initiative. The "Long Duration Storage Shot" targets storage systems that can deliver 10+ hours of discharge duration at significantly lower cost, enabling deep decarbonization of the grid.

Market Dynamics:

Driver:

Growing integration of renewable energy

The acceleration of wind and solar deployment is one of the strongest factors boosting the Long-Duration Energy Storage (LDES) market. Because these energy sources fluctuate with weather conditions, longer storage systems are needed to capture surplus electricity and deliver it back to the grid when production drops. This prevents renewable energy waste and makes clean power more dependable. Governments and utility companies are increasingly adopting LDES to limit the use of fossil-fuel backup generators and maintain grid balance during peak demand or low generation hours. With decarbonization and net-zero targets rising worldwide, renewable integration combined with long-duration storage is becoming essential for power sector transformation.

Restraint:

High capital costs and slow cost reduction

A significant challenge limiting the LDES market is the large financial investment needed to build and operate long-duration storage projects. Systems like hydrogen, thermal storage, and compressed air require considerable spending on equipment, installation, and land, making them costlier than conventional battery options. Many companies hesitate because revenue returns are slow and long-term financial benefits are still evolving. Since the technology is relatively new, production volume is low, keeping system prices high. Emerging nations struggle further due to limited financing support and higher borrowing costs. Until manufacturing expands and innovations make these systems cheaper, high upfront expenses will continue to restrict long-duration storage adoption.

Opportunity:

Replacement of fossil-fuel peaker plants

The shift away from fossil-fuel peaker plants offers a strong growth pathway for the LDES market. Traditional peaker stations burn diesel or gas to meet temporary demand surges, but they are costly to operate and contribute heavily to emissions. Long-duration storage can supply the same backup power by storing surplus renewable electricity and releasing it during peak hours. This approach cuts pollution, reduces fuel dependence, and supports cleaner air. With more countries planning to phase out outdated peaker plants, utilities are searching for green, cost-efficient alternatives. LDES technologies present a scalable replacement option, enabling a modern, sustainable solution for managing peak energy requirements.

Threat:

Competition from short-duration battery technologies

One major risk for the LDES sector is the expanding popularity of lithium-ion batteries, which are becoming cheaper, efficient, and widely available. These systems have strong industrial backing, well-established supply chains, and long commercial track records, encouraging utilities to adopt them instead of newer long-duration technologies. Improvements in battery lifespan and cost continue to strengthen lithium-ion's position in the market. As a result, many grid operators prefer these familiar solutions for balancing renewable power and managing peak demand. Without stronger economic benefits and better performance results, LDES may struggle to compete, leading to reduced investment and slower deployment across energy markets.

Covid-19 Impact:

COVID-19 affected the LDES market with both setbacks and future opportunities. Supply-chain interruptions, factory shutdowns, and travel restrictions slowed system manufacturing and delayed project commissioning. Budget limitations and uncertainty forced several utilities and industries to pause or downsize storage investments. However, as energy usage shifted during lockdowns, the need for dependable and flexible electricity systems became clearer. Many governments included renewable expansion and clean-energy storage in economic recovery programs, strengthening long-term market prospects. Despite short-term hurdles, the pandemic increased awareness of energy reliability, encouraging fresh interest in LDES as a key solution for future grid resilience and sustainable power development.

The electrochemical segment is expected to be the largest during the forecast period

The electrochemical segment is expected to account for the largest market share during the forecast period due to its flexibility, reliability, and growing use across renewable-heavy power networks. Flow batteries and emerging battery designs offer long operating durations, stable performance, and efficient charge-discharge cycles, making them attractive for large utilities. These systems are modular, easy to scale, and capable of supporting critical functions such as grid balancing, peak power supply, and renewable energy firming. Businesses and power operators choose electrochemical storage as a cleaner alternative to fuel-based backup technologies. Continuous research, falling manufacturing costs, and successful commercial installations further expand the role of electrochemical systems in long-duration storage.

The renewable load shifting segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the renewable load shifting segment is predicted to witness the highest growth rate, driven by rapid growth of solar and wind capacity worldwide. By storing surplus green power and releasing it during low-generation periods or evening peaks, it enables continuous and predictable renewable supply. This minimizes energy wastage, enhances grid stability, and improves the efficiency of renewable projects. Energy providers favor long-duration solutions because they can handle longer fluctuations that short-duty storage cannot. With grids becoming increasingly dependent on clean power, load shifting plays a crucial role in balancing demand, reducing fossil-fuel reliance, and enabling long-term renewable reliability.

Region with largest share:

During the forecast period, the North America region is expected to hold the largest market share, supported by large investments in clean-power integration and next-generation grid technologies. The region's utilities are rapidly adding renewable capacity, which increases demand for storage systems capable of managing multi-hour energy shifts. Federal and state-level policies promote energy-storage deployment through incentives and sustainability commitments. Research centers and technology companies across the U.S. and Canada are actively developing advanced battery, thermal, and mechanical storage solutions, strengthening commercial adoption. With strong infrastructure, innovation, and regulatory backing, North America continues to be the primary region driving large-scale, long-duration energy storage to improve grid reliability and support renewable expansion.

Region with highest CAGR:

Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to increasing renewable installations and the need for stable energy supply. Solar and wind capacity are growing quickly, encouraging utilities to adopt long-duration storage that can deliver power when generation drops. Many countries in the region are launching incentives, policy frameworks, and demonstration projects to support advanced storage technologies and reduce dependence on fossil-fuel backup systems. Rising industrial activity, population growth, and electrification trends make reliable grid performance a priority. As renewable power continues to spread across national energy systems, Asia Pacific is becoming the most dynamic and rapidly growing market for long-duration storage solutions.

Key players in the market

Some of the key players in Long-Duration Energy Storage (LDES) Market include ESS, Inc., Highview Power, Energy Dome, Antora Energy, Energy Vault, Sumitomo Electric Industries, Ltd., Eos Energy Enterprises, Invinity Energy Systems, Fluence Inc, NextEra Energy Resources, Form Energy, Ambri, Zenobe Energy, Storelectric and CMBlu.

Key Developments:

In September 2025, Highview Power project set to deliver liquid air energy storage to the UK. An engineering-led collaboration between Sulzer and Highview Power will help provide long-duration energy storage at Highview Power's new facility at Carrington, Manchester, which will be the first project to deliver commercial-scale liquid air energy storage to the UK. The signed agreement will see Sulzer supply eight molten salt pumps, five cryopumps and a selection of auxiliary services for the project.

In July 2025, Energy Dome has announced a global commercial partnership with Google using Energy Dome's CO2 Battery technology to enable carbon-free energy for the grids that power Google's operations. Alongside the commercial agreement, Google has made a strategic investment in Energy Dome.

In March 2025, Sumitomo Electric Industries, Ltd. and 3M announce an assembler agreement enabling Sumitomo Electric to offer variety of optical fiber connectivity products featuring 3M(TM) Expanded Beam Optical (EBO) Interconnect technology, a high-performance solution to meet scalability needs of next-generation data centers and advanced network architectures.

Durations Covered:

• Short-LDES (4-12 hours)
• Mid-LDES (12-24 hours)
• Ultra-LDES (>24 hours)

Energy Capacities Covered:

• Small-scale (<100 MWh)
• Mid-scale (100-500 MWh)
• Large-scale (>500 MWh)

Technologies Covered:

• Electrochemical
• Mechanical
• Hydro-based
• Thermal
• Chemical
• Hybrid Systems

Applications Covered:

• Renewable Load Shifting
• Grid Infrastructure Optimization
• Emergency Backup & Resilience
• Micro grid Stabilization
• Industrial Demand Management
• Energy Arbitrage & Peak Shaving

End Users Covered:

• Regulated Utilities
• Commercial & Industrial Enterprises
• Residential Aggregators
• Public Sector & Defense

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Technology Analysis
• 3.7 Application Analysis
• 3.8 End User Analysis
• 3.9 Emerging Markets
• 3.10 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Long-Duration Energy Storage (LDES) Market, By Duration

• 5.1 Introduction
• 5.2 Short-LDES (4-12 hours)
• 5.3 Mid-LDES (12-24 hours)
• 5.4 Ultra-LDES (>24 hours)

6 Global Long-Duration Energy Storage (LDES) Market, By Energy Capacity

• 6.1 Introduction
• 6.2 Small-scale (<100 MWh)
• 6.3 Mid-scale (100-500 MWh)
• 6.4 Large-scale (>500 MWh)

7 Global Long-Duration Energy Storage (LDES) Market, By Technology

• 7.1 Introduction
• 7.2 Electrochemical
• 7.3 Mechanical
• 7.4 Hydro-based
• 7.5 Thermal
• 7.6 Chemical
• 7.7 Hybrid Systems

8 Global Long-Duration Energy Storage (LDES) Market, By Application

• 8.1 Introduction
• 8.2 Renewable Load Shifting
• 8.3 Grid Infrastructure Optimization
• 8.4 Emergency Backup & Resilience
• 8.5 Micro grid Stabilization
• 8.6 Industrial Demand Management
• 8.7 Energy Arbitrage & Peak Shaving

9 Global Long-Duration Energy Storage (LDES) Market, By End User

• 9.1 Introduction
• 9.2 Regulated Utilities
• 9.3 Commercial & Industrial Enterprises
• 9.4 Residential Aggregators
• 9.5 Public Sector & Defense

10 Global Long-Duration Energy Storage (LDES) Market, By Geography

• 10.1 Introduction
• 10.2 North America
  • 10.2.1 US
  • 10.2.2 Canada
  • 10.2.3 Mexico
• 10.3 Europe
  • 10.3.1 Germany
  • 10.3.2 UK
  • 10.3.3 Italy
  • 10.3.4 France
  • 10.3.5 Spain
  • 10.3.6 Rest of Europe
• 10.4 Asia Pacific
  • 10.4.1 Japan
  • 10.4.2 China
  • 10.4.3 India
  • 10.4.4 Australia
  • 10.4.5 New Zealand
  • 10.4.6 South Korea
  • 10.4.7 Rest of Asia Pacific
• 10.5 South America
  • 10.5.1 Argentina
  • 10.5.2 Brazil
  • 10.5.3 Chile
  • 10.5.4 Rest of South America
• 10.6 Middle East & Africa
  • 10.6.1 Saudi Arabia
  • 10.6.2 UAE
  • 10.6.3 Qatar
  • 10.6.4 South Africa
  • 10.6.5 Rest of Middle East & Africa

11 Key Developments

• 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 11.2 Acquisitions & Mergers
• 11.3 New Product Launch
• 11.4 Expansions
• 11.5 Other Key Strategies

12 Company Profiling

• 12.1 ESS, Inc.
• 12.2 Highview Power
• 12.3 Energy Dome
• 12.4 Antora Energy
• 12.5 Energy Vault
• 12.6 Sumitomo Electric Industries, Ltd.
• 12.7 Eos Energy Enterprises
• 12.8 Invinity Energy Systems
• 12.9 Fluence Inc
• 12.10 NextEra Energy Resources
• 12.11 Form Energy
• 12.12 Ambri
• 12.13 Zenobe Energy
• 12.14 Storelectric
• 12.15 CMBlu