Yuav Ua Li Cas Lub Zog Cia Siv Hauv EU Los ntawm 2026 txog 2028?

 

 

EU Energy Storage Tripartite Daim Ntawv Pom Zoo Ua kom nrawm nrawm: Hnub ci zog cia roj teeb ua tus tsav tsheb tseem ceeb

 

EU Thawj Lub Zog Cia Lub Zog Tripartite Daim Ntawv Pom Zoo Pom Zoo Pom Zoo

 

Lub Rooj Sab Laj ntawm European Union tau pom zoo ib qho kev pom zoo ntawm kev cia khoom hluav taws xob uas xav kom cov tswv cuab hauv lub xeev kom nce lawvlub zog ciaKev xa tawm muaj peev xwm tsawg kawg yog 20% ​​piv rau 2025 qib. Qhov no yog lub EU thawj tripartite daim ntawv cog lus mob siab rau lub zog cia, aiming kom nce txhua xyoo nruab muaj peev xwm los ntawm kwv yees li 12 GW nyob rau hauv 2025 mus rau ze li ntawm 45 GW ntawm 2026 thiab 2028. European Commission kwv yees tias cov lus cog tseg no yuav tsav qhov ntxiv ntawm 30 mus rau 35 GW ntawm tshiab cia peev. Daim ntawv cog lus coj los ua ke rau pej xeem lub cev, cov tuam txhab nyiaj txiag, cov neeg tsim hluav taws xob huv, thiab cov neeg siv khoom siv hluav taws xob loj los tsim kom muaj kev nqis peev zoo rau kev hloov pauv hluav taws xob. EU ua haujlwm xav tau kwv yees li 200 GW ntawm qhov chaw cia khoom los ntawm 2030, qhov muaj peev xwm sawv ntawm qis dua 55 GW thaum pib xyoo 2026. Daim ntawv cog lus tau teeb tsa lub hom phiaj rau lub zog cia kom them txog 10% ntawm qhov xav tau siab tshaj plaws los ntawm 2028- nce li ntawm 5% hauv 2025-kom txo qis kev siv hluav taws xob tshiab thiab ua kom zoo dua qub. Lwm lub hom phiaj muaj xws li: nce kev sib txuas ntawm Kev Sib Txuas Hluav Taws Xob (PPA) muaj peev xwm ntawm 1.5 GW hauv 2026 txog 4.5 GW hauv 2028; nce kev lag luam thiab kev lag luam thermal cia muaj peev xwm ntawm 0.5 GWh txog 1.5 GWh; nce qhov sib piv ntawm lub zog tauj dua tshiab ua ke nrog kev cia ntawm 5% mus rau 20%; thiab txhawb kev lag luam thiab kev lag luam roj teeb muaj peev xwm ntawm 9 GWh txog 24 GWh.

 

 

 

Kos npe thiab siv cov txheej txheem ntawm Daim Ntawv Pom Zoo

 

Cov neeg kos npe rau daim ntawv cog lus suav nrog 22 EU cov tswv cuab nrog rau cov neeg sawv cev ntawm kev lag luam,renewable zog, thiab lub zog ciakev loj hlob sectors. Cov tswvcuab hauv lub xeev yuav tsum xa "kev xav zoo" lub hom phiaj kev xa tawm lub zog rau lub tebchaws rau xyoo 2026-2028, thaum cov tuam txhab ntiag tug yuav tsum tshaj tawm cov haujlwm tshwj xeeb, rov tsim dua tshiab. European Investment Bank Group tab tom tshawb nrhiav kev hloov kho rau nws € 500 lab tus neeg ua haujlwm PPA pilot project los koom ua ke lub zog cia thiab tab tom nrhiav kom nthuav dav nws € 1.5 billion kev txhawb nqa cov phiaj xwm rau cov khoom siv hluav taws xob tsim los muab cov txee- lav rau lub zog cia khoom tiv thaiv cov tuam txhab. Lub Tuam Txhab Nyiaj Txiag European rau Kev Txhim Kho thiab Kev Txhim Kho Kev Lag Luam tau npaj los txhawb nqa kev nqis peev ntawm lub zog thiab pab cov tswvcuab hauv kev tsim cov txheej txheem kev tswj hwm ntawm 2026 thiab 2028. Lub koom haum kev lag luam European Association for Storage of Energy (EASE) tau qhuas qhov no yog qhov kev lees paub zoo tshaj plaws ntawm lub zog cia; Tus Tuav Haujlwm General Patrick Clerens tau hais tias qhov kev pom zoo muab lub hauv paus muaj zog rau kev xa mus nrawm dua tab sis tau hu rau EU los tsim cov tswv yim sib koom tes los txhawb kev txhim kho lub zog cia. Cov kev ntsuas no tau txais txiaj ntsig ncaj qha rau qhov loj - daim ntawv thov ntawm cov roj teeb cia rau hnub ci zog, tshwj xeeb tshaj yog nyob rau hauv kev tswj hwm hnub ci intermittency.

 

 

Surging Demand rau hnub ci zog cia thiab kev lag luam ntsiab lus

 

Raws li kev nkag mus ntawm lub zog tauj dua tshiab hauv EU tseem nce ntxiv, covhnub ci vaj huam sib luag zog cia roj teebtau dhau los ua qhov kev daws teeb meem tseem ceeb rau kev hais txog kev sib cuam tshuam. Qhov tsis sib haum xeeb ntawm nruab hnub hnub ci lub hnub ci siab tshaj plaws thiab yav tsaus ntuj xav tau peaks tau ua rau muaj kev cuam tshuam tseem ceeb ntawm lub hnub ci zog. Qhov kev nce ntau ntawm cov peev txheej khaws cia tau teev tseg hauv daim ntawv cog lus yog qhov tseeb los hloov lub hnub ci zog dhau mus rau hauv hluav taws xob xa mus. Cov koom haum xws li SolarPower Europe tau sau tseg tias EU yuav xav tau kev nce ntxiv hauv electrochemical cia los ntawm 2030 los txhawb kev nthuav dav ntxiv ntawm hnub ci thiab cua zog. Cov xov xwm cuam tshuam qhia tau hais tias kev xa tawm ntawm lub zog khaws cia los ntawm Suav thiab lwm cov tuam txhab Esxias mus rau Tebchaws Europe tau nce siab heev hauv thawj ib nrab xyoo 2026, pab ua kom muaj peev xwm hauv zos. Nyob rau hauv lub sij hawm ntev, qhov kev pom zoo yuav txhawb nqa tus qauv thiab kev tsim khoom hauv cheeb tsam ntawm cov roj teeb lithium ion zoo rau hnub ci zog cia thaum txo cov nqi tag nrho.

 

Cov lus sib piv ntawm Cov Ntsiab Lus EU Lub Zog Cia Lub Hom Phiaj:

 

Qhov taw qhia	2025/2026 Lub hauv paus	2028 Sib	2030 Xav tau
Txhua xyoo tshiab muaj peev xwm cia	Kwv yees . 12 GW	Ze li ntawm 45 GW (ntxiv tshiab)	-
Tag nrho cov ntsia muaj peev xwm	Kwv yees . 55 GW (thaum ntxov 2026)	-	Kwv yees . 200 GW
Peak xav tau kev pab	5%	10%	-
Cia- txuas nrog PPA peev xwm	1.5 TSI (2026)	4.5 GW	-
C&I roj teeb muaj peev xwm	9 gvh	24 GWh	-
Lub zog tauj dua tshiab + khaws cia sib piv	5%	20%	-

 

 

 

Tam sim no Trends nyob rau hauv hnub ci zog cia roj teeb nqi

 

Lub hnub ci zog cia roj teeb tus nqi tau poob qis heev hauv xyoo tas los no. Raws li BloombergNEF cov ntaub ntawv, lub ntiaj teb qhov nruab nrablithium-ion roj teeb pob nqipoob rau $ 108 / kWh hauv 2025, nrog rau cov pob khoom khaws cia hauv chaw nres tsheb txawm tias qis dua mus rau kwv yees li $ 70 / kWh - 45% xyoo - ntawm - xyoo txo. Hauv Suav teb LFP (lithium hlau phosphate) tus nqi ntawm tes sawv ntawm ib ncig ntawm $ 0.052–0.058 / Wh nyob rau nruab nrab-2026. European kev lag luam system installation nqi tseem siab dua nyob rau hauv Tuam Tshoj vim hais tias tariffs thiab logistics yam, tab sis tag nrho cov downward trend txuas ntxiv mus. Tus nqi nruab rau hauv vaj tse muaj li ntawm $ 700 txog $ 1,450 rau ib lub kWh siv tau, nyob ntawm qhov muaj peev xwm thiab hom. Cov kev txo nqi no ncaj qha txhawb nqa qhov ua tau kom ua tiav qhov kev pom zoo cov hom phiaj.

 

Cov lus sib piv ntawm Ntiaj Teb Lithium-Ion roj teeb nqi thiab khoom siv hauv Suav:

 

Qeb	Tus nqi ntau (2025-2026)	Sau ntawv
Ntiaj teb no nruab nrab lithium{0}}ion roj teeb pob	$108/kWh	BNEF 2025 data
Cov roj teeb cia ruaj khov	Kwv yees li. $70/kWh	45% xyoo-rau- xyoo poob
Suav LFP hlwb (hauv tsev)	$0.052–0.058/Wh	Mid-2026
Suav system theem (tenders)	Kwv yees li. $50–52/kWh	Xaiv tej yaam num loj
European teeb tsa tsev nyob	Kwv yees li. $700–1,450 per usable kWh	Xws li installation

 

 

Lub luag haujlwm tseem ceeb ntawm Tuam Tshoj Lithium Ion roj teeb hauv hnub ci zog cia

 

Tuam Tshoj lithium ion roj teeb rau hnub ci zog ciatwb dominates ntiaj teb no mov. Suav tuam txhab xws li CATL, BYD, thiab EVE tuav feem ntau ntawm lub ntiaj teb no lub zog cia cell ua lag luam qhia. Los ntawm thawj peb lub hlis twg ntawm xyoo 2026, Tuam Tshoj cov teeb tsa lithium-ion zog cia muaj peev xwm nce mus txog 150 GW, suav txog ntau dua li ib nrab ntawm lub ntiaj teb tag nrho. Suav hnub ci loj heev (xws li JinkoSolar, LONGi, thiab Trina Solar) tau nthuav dav mus rau hauv qhov chaw cia khoom, muab kev sib xyaw "hnub ci- ntxiv rau- khaws cia" cov kev daws teeb meem. Ntawm txoj cai sab xub ntiag, Tuam Tshoj tau tshem tawm qee qhov yuav tsum tau koom ua ke- qhov chaw cia khoom nyob rau hauv kev pom zoo ntawm kev ua lag luam- tau tsav kev siv thaum teeb tsa lub hom phiaj ntawm 300 GW ntawm lub zog tshiab los ntawm 2030. Rau Tebchaws Europe, kev xa khoom ntawm Tuam Tshoj lithium ion roj teeb rau hnub ci zog cia tseem yog txoj hauv kev tseem ceeb kom ua tau raws li daim ntawv cog lus luv luv ntawm kev txhawb nqa ntawm EU{13} txawm tias kev tsim khoom hauv zos tiv thaiv- kev pab nyiaj pab.

 

 

Cov khoom thiab cov kev daws teeb meem los ntawm BLOO POWER thiab lwm yam Tuam Tshoj Hoobkas

 

Ntawm ntau tus neeg muag khoom hauv Suav teb, BLOO POWER (Zhengde Hanyuan Technology, Shenzhen) yog cov chaw tsim khoom tshwj xeeb hauv LiFePO4 roj teeb rau cov chaw nyob thiab kev lag luam kev lag luam. Nws cov khoom lag luam suav nrog 12V txog 512V series, suav nrog phab ntsa-mounted, khib-mounted, thiab containerized systems, nrog lub neej voj voog ntawm 8,000-10,000 cycles (ntawm 80% DOD) thiab ntse BMS. Cov khoom lag luam muaj xws li 15 kWh tawm - kab sib chaws thiab 200 kWh siab -voltage lag luam tshuab uas txhawb nqa kev nthuav dav thiab sib xws nrog cov hnub ci vaj huam sib luag. Lub tuam txhab koom tes nrog cov khoom lag luam sab saum toj -tier cell xws li CATL, BYD, thiab EVE, nrog rau txhua xyoo muaj peev xwm ncav cuag 2 GWh, thiab tau ua haujlwm ntau dua 90,000 cov neeg siv khoom thoob ntiaj teb. Xws li cov roj teeb lithium ion zoo rau lub hnub ci kev daws teeb meem, paub txog kev nyab xeeb thiab muaj zog sib tw nqi, tau dhau los ua kev xaiv rau European C&I thiab cov haujlwm hauv vaj tse. Hais txog ntev-tail xav tau, suav nrog "muaj peev xwm hnub ci zog cia roj teeb tshuab rau siv nyob hauv tsev" thiab "modularhigh voltage hnub ci zog cia roj teebkev daws teeb meem," kuj tseem loj hlob sai.

 

Piv txwv Table ntawm BLOO POWER Hom Khoom Siv Khoom Siv:

 

Qauv Qauv	Rated Voltage	Rated Zog	Lub neej voj voog	Daim ntawv thov Scenario
Phab ntsa-mounted tsev nyob	51.2 V	5-15 kWh	8,000-10,000 cycles (80% DOD)	Solar vaj tsev + cia
High -voltage lag luam system	256–716.8 V	50-200 kWh	8,000-10,000 cycles (80% DOD)	C&I ncov-valley arbitrage
Tag nrho -hauv-ib qhov system	Ntau-voltage	1-5 kWh chav	8,000-10,000 cycles (80% DOD)	Tawm -grid / thaub qab

 

 

Kev cuam tshuam tshwj xeeb ntawm Daim Ntawv Pom Zoo ntawm European Hnub Ci Zog Cia Kev Lag Luam

 

Daim ntawv cog lus qhia meej yuav tsum tau nce qhov sib piv ntawm lub zog tauj dua tshiab nrog kev khaws cia rau 20%, uas yuav ncaj qha txhawb kev sib koom ua ke- cov phiaj xwm qhov chaw uas muaj hnub ci vaj huam sib luag zog cia roj teeb. Lub hom phiaj ntawm kev nce kev lag luam thiab kev lag luam roj teeb muaj peev xwm ntawm 9 GWh mus rau 24 GWh txhais tau hais tias ntau tus C&I qhov xwm txheej yuav siv cov roj teeb cia rau hnub ci zog rau qhov siab tshaj - hav arbitrage thiab lub zog thaub qab. Cov nyiaj pab txhawb nqa los ntawm cov koom haum xws li European Investment Bank yuav txo cov nqi peev nyiaj txiag. Nyob rau tib lub sijhawm, "tus nqi ntawm cov roj teeb muaj peev xwm khaws cia rau hnub ci zog hauv Tebchaws Europe" tau dhau los ua qhov tseem ceeb rau cov neeg tsim khoom, nrog rau cov khoom siv hauv Suav teb tseem muab cov nqi tseem ceeb.

 

 

Related Xov Xwm Ntiaj Teb thiab Hauv Cheeb Tsam Kev Txhim Kho

 

Cov xov xwm tsis ntev los no qhia tau hais tias Tuam Tshoj lub zog cia roj teeb xa tawm yuav tsum loj hlob ntau dua 30% hauv 2026, ncav cuag 150 GWh; ntau lub tebchaws nyob sab Europe (xws li Spain, Poland, thiab Hungary) tau xa cov lus cog tseg tshwj xeeb, nrog rau Hungary npaj yuav pab txhawb 700 MW ntawm lub peev xwm tshiab; SolarPower Europe tau hais ntxiv tias qhov kev pom zoo yog lub teeb liab tseem ceeb rau kev ua kom nrawm nrawm tab sis tau thov kom muaj kev sib koom tes ntxiv kom ua tiav 2030 lub hom phiaj. Cov ntawv ceeb toom ntxiv qhia tias Lazard kev tshuaj xyuas qhia tau hais tias qhov nce ib ntus hauv LCOS (tus nqi khaws cia) hauv qee thaj tsam vim yog cov nqi se thiab lwm yam, txawm hais tias qhov ntev - lub sij hawm tag nrho cov qauv tseem qis. Cov kev tsim kho no tseem qhia txog kev lag luam tus nqi ntawm "zoo tshaj lithium hlau phosphate roj teeb rau hnub ci vaj huam sib luag cia" thiab "Suav manufacturers ntawm lithium ion roj teeb rau hnub ci zog cia."

 

 

Ntev -Lub Sijhawm Outlook thiab Kev Xav Tau rau Txoj Cai Tswjfwm

 

Txawm hais tias qhov kev pom zoo muab lub hauv paus rau luv luv - lub sijhawm nrawm, cov koom haum xws li EASE tau hais tias EU tseem yuav tsum tsim kom muaj kev sib koom ua ke ntev dua - lub tswv yim, suav nrog kev tsim qauv kev lag luam, cov txheej txheem sib txuas yooj yim, thiab kev tsim cov saw hlau hauv zos. Kev sib txuas cov nqi zoo ntawm Tuam Tshoj cov tuam txhab ntawm lithium ion roj teeb rau hnub ci zog cia nrog cov teb chaws Europe cov kev cai hauv zos, cov xyoo tom ntej yuav yog lub sijhawm tseem ceeb ntawm kev siv tshuab, nqi, thiab kev sib tw txoj cai. Los ntawm qhov loj - kev xa tawm ntawm cov roj teeb cia rau hnub ci zog, EU xav tias yuav txo qis nws txoj kev vam khom rau cov roj av thiab txhim kho kev ruaj ntseg thiab nqi zog.