English

  • Key Finding: Policy and market frameworks in ASEAN must evolve to unlock the full value of battery energy storage systems (BESS), essential for the region's energy transition
  • Current Status: Only 1.4GW of BESS in operation across ASEAN, with approximately 400MW of operational projects — a fraction of potential despite a near-90% reduction in BESS costs since 2013
  • Primary Barrier: Regulatory readiness, not technology, is the main impediment — BESS's unique characteristics (ultra-fast response, revenue stacking) do not fit existing regulatory classifications
  • Philippines Potential: Co-located solar and BESS could deliver US$2.25 billion in yearly revenues by 2030, with BESS as cornerstone of ancillary services market cutting system costs by up to US$275 million annually
  • Vietnam Investment: Could attract over US$750 million in battery storage investment in 2026, scaling to US$5.7 billion by 2030
  • Revenue Stacking: Essential for unlocking full value — strengthens project economics, improves investment certainty, and reduces exposure to market volatility
  • Report Publisher: FESSIA (Future Energy Storage & System Integration Alliance) in collaboration with DNV

中文

  • 主要发现：东盟的政策和市场框架必须演进，以释放电池储能系统（BESS）的全部价值，这对区域能源转型至关重要
  • 现状：东盟仅有1.4吉瓦BESS投入运营，约400兆瓦的运营项目——尽管自2013年以来BESS成本降低近90%，但这仅是潜力的一小部分
  • 主要障碍：监管准备度而非技术是主要障碍——BESS的独特特性（超快速响应、收入叠加）不符合现有监管分类
  • 菲律宾潜力：共址太阳能和BESS到2030年可带来22.5亿美元年收入，BESS作为辅助服务市场的基石可每年削减系统成本高达2.75亿美元
  • 越南投资：2026年可吸引超过7.5亿美元电池储能投资，到2030年可扩展至57亿美元
  • 收入叠加：释放全部价值的关键——强化项目经济性、提高投资确定性、降低市场波动风险
  • 报告发布方：未来储能与系统集成联盟（FESSIA）与DNV合作