透视全球全景，今年海外储能订单为何暴涨

Core Insights - The explosive growth of overseas orders for energy storage companies is driven by unmet electricity demand globally, including issues like aging power grids in the US, photovoltaic consumption challenges in Europe, and electricity shortages in the Middle East and Africa [3][4]. Group 1: European Market - Europe faces significant challenges in integrating distributed solar energy due to traditional grid limitations, leading to supply-demand imbalances and energy waste [5][12]. - Energy storage is seen as a crucial solution, allowing excess solar energy to be stored and used during peak demand periods [7]. - Recent policy changes, such as Germany's dynamic pricing and France's reduction of solar feed-in tariffs, are expected to accelerate the growth of commercial energy storage in Europe, with a projected CAGR of 55% from 2024 to 2029 [9][11]. Group 2: North American Market - The US has experienced remarkable growth in energy storage installations, with an expected addition of approximately 37.1 GWh in 2024, marking a 34% year-on-year increase [13][17]. - The aging power grid and increasing electricity demand from various sectors create a pressing need for energy storage as a stabilizing solution [17]. - In regions like California and Texas, the reliance on energy storage is particularly high due to frequent power outages [17]. Group 3: Australian Market - Australia is facing severe weather impacts, leading to increased electricity prices and infrastructure failures [20][22]. - The government has introduced a significant subsidy program for home battery systems, which is expected to boost the adoption of energy storage solutions [22]. - The subsidy is projected to reduce the payback period for home storage systems, encouraging more installations [22]. Group 4: Middle Eastern Market - The Middle East has seen a surge in energy storage orders, driven by energy crises resulting from geopolitical conflicts [23][27]. - Countries like Iraq and Syria are experiencing severe electricity shortages, making solar plus storage a viable alternative to expensive diesel generators [24][27]. - Governments in the region are beginning to support energy storage initiatives to address immediate power needs and facilitate energy transitions [27]. Group 5: Southeast Asian Market - Southeast Asia is experiencing significant electricity shortages due to underdeveloped infrastructure, creating opportunities for distributed solar and energy storage [28][30]. - Vietnam, in particular, faces high electricity demand and rising prices, prompting a shift towards solar plus storage solutions to stabilize supply [31]. Group 6: African Market - Africa has abundant solar resources but suffers from extreme electricity shortages, with many countries relying on costly diesel generators [33][35]. - The high operational costs of diesel power make solar plus storage an attractive alternative, with governments beginning to recognize its potential [35][39]. - Projections indicate that Africa's energy storage capacity could reach 28 GW by 2030, highlighting the growing importance of storage in the region's energy landscape [42]. Conclusion - The surge in global energy storage orders is primarily driven by the urgent need to meet electricity demands rather than just policy or environmental considerations, marking a shift towards a necessity-based approach in the industry [44].