ESTAC

The combination of research from CRU, Exawatt and Kiwa PVEL offers subscribers a unique outlook on technology, price, cost, policy, and commodity analysis. This multidisciplinary team of technical experts is located across the globe, including a long-standing presence in China, Europe, and North America.
We combine a detailed understanding of raw materials with unparalleled battery cell and system cost modelling, along with technical expertise in policy and solar, carbon and energy markets. Together we understand both the granular details and the broader context, of what is driving energy storage markets. With extensive insight into technology, meticulous data accuracy, transparent research methods and in-depth knowledge of manufacturing costs, we offer unparalleled data and analysis capabilities, empowering businesses to make strategic decisions in the battery energy storage space.

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Key Features of the Energy Storage Technology and Cost Service

  • A five-year forecast of battery energy storage systems and battery costs and prices, supported by detailed analysis of cost and price drivers.
  • Global battery energy storage systems supply and demand forecasting.
  • Detailed manufacturing cost breakdowns, with analysis of key input costs including lithium, cathode materials, anode materials, separators, conductive foils and electrolytes​.
  • Detailed analysis of policy and trade developments, initiatives, and regulations.
  • Technology comparisons of existing and emerging energy storage technologies, including manufacturing cost, energy density, cycle life and other relevant metrics.

Our Energy Storage Technology and Cost Service drills into each step of the supply chain.

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ESTAC Contents

Global BESS supply and demand forecasting
  • A global demand forecast across 2023- 2030 for battery energy storage systems (BESS) supported by detailed bottom-up demand analysis of key regions including China, the US and Europe
  • The demand forecast is supported by solar PV and wind generation forecasts across 2023-2030 supplied by Exawatt and CRU teams
  • Scenario analysis, examining trends such as the continued build out of co-located solar and storage (S&S)
  • Deep dive on upstream trends, such as US policy, battery production capacity and demand outlook
Five-year forecast of BESS with battery costs and prices
  • Granular bottom-up analysis of BESS system cost and price drivers
  • This includes extremely detailed breakdowns of LIB cells and how much they contribute to the whole system costs
  • Deep dives into other key cost drivers, such as inverter costs
LIB cell and price outlooks between 2023-2028
  • Cell-level price forecasts and comparisons between Chinese, European and US made LIB cells, informed by CRU’s Battery Cost Model and extensive battery materials pricing data and forecasts
  • Detailed manufacturing cost breakdowns of LIB cells, with analysis of key input costs including lithium, cathode materials, anode materials, separators, conductive foils and electrolytes
  • Margin forecasts informed by Exawatt’s extensive analysis of large-scale battery makers and companies throughout the industry
Detailed analysis of global policy and trade developments
  • Initiatives and regulations, including the US Inflation Reduction Act (IRA) and Bipartisan Infrastructure Law (BIL) and EU Critical Raw Materials Act
  • Coverage of key policy updates and their likely impacts on BESS stakeholders
  • Critique of current policy developments informed by deep understanding of the upstream supply chain
Technology outlook
  • Comparisons of existing and emerging energy storage technologies, including manufacturing cost, energy density, cycle life and other relevant metrics
  • Comparisons of pricing and manufacturing cost forecasts for sodium-ion battery (SIB) cells and lithium-ion batteries
  • Detailed breakdowns of commercialization efforts and core technologies deployed by global SIB companies
  • Coverage of key stories from the SIB battery industry
  • Global supply and demand forecasts for SIBs

About CRU and Exawatt

Founded in 1969, CRU has a reputation for integrity and independence, delivering business intelligence across mining, metals and fertilizers markets. The authority of CRU’s market intelligence is built on a commitment to quality primary research and transparent methodologies. CRU’s global team gains and maintains a real understanding of hard-to-reach markets such as China, providing insight that is essential.

In 2023, CRU acquired Exawatt, renowned as a global provider of strategic consulting and research in solar PV, energy storage, power electronics, and electric vehicles. As a result, this acquisition provides customers with a holistic, joined-up view that better informs key decisions and progress around energy transition technologies and infrastructure. This is underpinned by a shared commitment to technical expertise, high-quality data, a rigorous approach to methodologies, and best-in-class cost analysis.

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