储能系统——市场概览.pdf

1、Energy Storage Systems a market overviewMoustafa RamadanHead of Market Research-PV Tech ResearchMoustafa.RPV CellTech USA 2025Company&Speaker-IntroductionPV Tech,Solar Media&InformaPV Tech,Solar Media&InformaPV Tech is a well-known brand within Solar Media.Solar Media has been part of Informa Market

2、s since 2024,a division within Informa PLC.Informa PLC is an events,digital services&academic research group,LON:INF,FTSE 100,market cap.ca.$12B*PV Tech have been covering bankability of suppliers since 2019 in the PV Space and we released the Battery StorageTech Bankability Ratings Report to do a s

3、imilar thing in the ESS Space.2Moustafa Ramadan,PhDMoustafa Ramadan,PhDHead of Market Research,PV Tech.Joined PV Tech in 2025 and worked on the PV Bankability and Manufacturing report.Qualified in Energy Engineering(BEng,MEng),Energy Finance(MSc,PhD),Energy Law(LLM).Worked in large-scale solar devel

4、opment in the UK and Ireland,consulted on renewable energy projects across Africa and the Middle East.Completed Acquisition Due Diligence on over 100 renewable energy projects and portfolios.*As of 7 Nov.2025PV CellTech USA 20253ContentsMarket OverviewMarket Overview Raw Materials Global Production

5、ESS vs PV ESS Supply chain is a lot more complex Bankability PyramidPV CellTech USA 20254MARKET OVERVIEWPV CellTech USA 20255Quick history of ESS Systems PV CellTech USA 20256Raw material and battery pricesShipments in this graph are in MW,while prices are indexed Jan 2015=100 for batteries and inde

6、xed Jan 2017=100 for all raw materialsPV CellTech USA 20257China manufactures who buys?Source:PVTech Q3 2025 Battery Bankability ReportPV CellTech USA 20258Solar Vs Batteries Solar:Solar:Energy producerOversupply guarantees low prices reaching commoditisation