Table of Content

Strategic Imperatives
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Battery Energy Storage Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Key Findings
Scope of Analysis
Trend Analysis
Key Trends in Battery Energy Storage
Key Trends in Battery Energy Storage (continued)
Trend 1. R&D for New Chemistries Continues, but the Market is Still Not Diversified
Trend 2. Merchant BES Is on the Rise
Trend 3. Lithium, is it the Limiting Factor?
Trend 3. Lithium, is it the Limiting Factor? (continued)
Trend 4. Solar plus Storage Is the Perfect Match
Trend 5. Flow Batteries, How Much Longer Should We Wait?
Trend 6. AI-based Software Platforms for BES
Trend 7. Circular Economy is Benefitting BES
Trend 7. Circular Economy is Benefitting BES (continued)
Trend 8. Transport Electrification is Driving Stationary BES Businesses
Trend 9. Supply Chain Localization
Trend 10. 24-7 Clean Electricity
Trend 11. Beyond MW and MWh Counts, Innovative Business Models to Drive Higher Revenue from BES
Trend 12. Co-located BES
Trend 12. Co-located BES (continued)
Growth Opportunities Snapshot
Growth Opportunity Analysis
BES Use Cases
Market Attractiveness Assessment by Segment and Region
What do Attractive Markets for BES Have in Common?
What do Attractive Markets for BES Have in Common? (continued)
Value Chain Analysis—Front-of-the-Meter BES
Key Competitors—Front-of-the-Meter BES
Value Chain Analysis—Behind-the-Meter BES
Key Competitors—Behind-the-Meter BES
Growth Metrics
Growth Drivers
Growth Restraints
Forecast Assumptions
Cumulative Power Capacity Forecast
Annual Power Capacity Forecast
Annual Energy Capacity Forecast
Revenue Forecast
Capacity and Revenue Forecast Analysis
Segment Analysis—Residential BES
Growth Metrics—Residential
Annual Energy Capacity Forecast—Residential
Unit Forecast—Residential
Forecast Analysis—Residential
Segment Analysis—Commercial and Industrial BES
Growth Metrics—Commercial and Industrial
Annual Energy Capacity Forecast—Commercial and Industrial
Power Capacity Forecast—Commercial and Industrial
Forecast Analysis—Commercial and Industrial
Segment Analysis—Grid-scale BES
Growth Metrics—Grid-scale
Annual Energy Capacity Forecast—Grid-scale
Cumulative Annual Power Capacity Forecast—Grid-scale
Forecast Analysis—Grid-scale
Regional Analysis—Europe
Cumulative Power Capacity Forecast by Segment—Europe
Cumulative Power Capacity Forecast by Country—Europe
Forecast Analysis—Europe
Regional Analysis—North America
Cumulative Power Capacity Forecast by Segment—North America
Cumulative Power Capacity Forecast by Country—North America
Forecast Analysis—North America
Regional Analysis—Asia
Cumulative Power Capacity Forecast by Segment—Asia
Cumulative Power Capacity Forecast by Country—Asia
Forecast Analysis—Asia
Regional Analysis—Latin America, Middle East and Africa
Cumulative Power Capacity Forecast by Segment—Latin America, Middle East and Africa
Cumulative Power Capacity Forecast by Region—Latin America, Middle East and Africa
Forecast Analysis—Latin America, Middle East and Africa
Key Country Snapshots
Key Country Analysis—Germany
Key Country Analysis—Italy
Key Country Analysis—United Kingdom
Key Country Analysis—United States
Key Country Analysis—Canada
Key Country Analysis—China
Key Country Analysis—India
Key Country Analysis—Australia
Key Country Analysis—Japan
Growth Opportunity Universe
Growth Opportunity 1: Energy Storage-as-a-Service for C&I Customers
Growth Opportunity 1: Energy Storage-as-a-Service for C&I Customers (continued)
Growth Opportunity 2: Mobile Energy Storage Rentals for Grid Enhancement
Growth Opportunity 2: Mobile Energy Storage Rentals for Grid Enhancement (continued)
Growth Opportunity 3: Optimization and Trading Platforms to Maximize Value for Merchant Storage
Growth Opportunity 3: Optimization and Trading Platforms to Maximize Value for Merchant Storage (continued)
Growth Opportunity 4: EV’s Second-life Batteries for Stationary Storage
Growth Opportunity 4: EV’s Second-life Batteries for Stationary Storage (continued)
Growth Opportunity 5: Grid-Interactive Low-Carbon Data Centers
Growth Opportunity 5: Grid-Interactive Low-Carbon Data Centers (continued)
Growth Opportunity 6: Gas Turbines/Generators + Storage Retrofits
Growth Opportunity 6: Gas Turbines/Generators + Storage Retrofits (continued)
List of Exhibits
List of Exhibits (continued)
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