In April 2019, the energy storage power station of Luneng Haixi state multi energy complementary integration and optimization national demonstration project carried out the trial operation of shared energy storage transaction.
Referring to the analysis of relevant policies and the operation of energy storage power stations in the past two years, under the future market conditions, the profit points of shared energy storage will mainly focus on shared leasing, capacity electricity charge and electricity charge.
It should be reminded that the current domestic demand for shared energy storage is mainly concentrated on the power supply side and the power grid side, and the user side is mainly profitable by using the peak valley price difference.
In the energy storage trading market, the general principle is to conduct relevant fees in accordance with the rule of “who benefits, who pays”.
At present, the profit models of shared energy storage are mainly new energy quota leasing, spot market and capacity compensation.
In the future, as the cost of system integration decreases and demonstration projects increase, the market will also breed more business opportunities..
In recent years, with the increase of new energy grid connection, the problem of wind and light abandonment has become increasingly serious due to the poor flexibility, intermittence and strong volatility of new energy power generation regulation.
China energy storage network news: under the goal of “double carbon”, shared energy storage, as a new business model of the concept of shared economy, plays an important role in the scenario of new energy consumption.
For new energy power generation projects supporting the construction of new energy storage or the implementation of new energy storage in a shared mode, in combination with the technical level of energy storage and system benefits, priority can be given to consideration in terms of competitive configuration, project approval, grid connection sequence, guaranteed utilization hours, power service compensation assessment, etc.
” From the perspective of business model, shared energy storage fully takes into account the needs of all parties.
For new energy enterprises, it reduces the construction cost of supporting energy storage of new energy, saves the daily operation and maintenance cost of energy storage facilities, and can fully enjoy the income of peak valley electricity price difference of energy storage on the power grid side in the future.
Based on practical problems and huge market potential, all parties have focused on the application of new energy storage technology.
The latest project progress according to the incomplete statistics of the industrial policy research center of the energy storage application branch of China chemical and physical power industry association, from January to mid May, the planned construction and bidding projects of shared energy storage in China reached 109, including 25 in Shaanxi, 24 in Henan, 14 in Ningxia and 11 in Shandong, and other provinces and cities were in single digits.
Under the framework of “top-level design”, more than 20 local energy authorities in Qinghai, Hunan, Shandong, Zhejiang, Henan and Inner Mongolia have also successively issued supporting policies, taking shared energy storage as an important direction for the development and construction of energy storage power stations, and taking the allocation and construction of energy storage as a prerequisite for the integration or approval of new energy.
In order to solve the above problems, in July 2021, the national development and Reform Commission and the National Energy Administration jointly issued the guiding opinions on accelerating the development of new energy storage, defined the subject status of the independent market of new energy storage, encouraged energy storage to participate in the auxiliary service market as an independent market subject, and encouraged exploration and construction of shared energy storage.
At the same time, it is required to increase the support of “new energy + energy storage”.
The scale of the energy storage power station project reached 50MW / 100mwh, which is the first shared energy storage power station connected to the large power grid in China.
It is worth noting that the three application scenarios are independent and scattered, with low utilization, and lack of mature commercial operation mechanism after energy storage participates in the market as the main body.
The policy requires that the proportion of energy allocation and storage of new energy should be basically quantified at 10% left and right, and the duration should not be less than 1-2 hours.
Policy support and guidance on March 21, 2022, the national development and Reform Commission and the National Energy Administration jointly issued the implementation plan for the development of new energy storage in the 14th five year plan, which clearly explored and promoted the shared energy storage mode.
According to the statistics of the industrial policy research center of the energy storage application branch of China chemical and physical power industry association, at present, 25 provinces, cities and autonomous regions in China have issued relevant policies for the allocation and construction of energy storage facilities for new energy projects.
For power grid enterprises, multi-point centralized energy storage power stations will be conducive to the reinforcement of distribution network and the scientific consumption of new energy by power grid.
In contrast, the pressure of energy storage investment under the lease energy storage mode will be greatly reduced.
“Practice shows that the shared energy storage mode can not only provide services for the power supply and users themselves, but also flexibly adjust the operation mode to realize the shared energy storage of the whole network, so as to provide a strong guarantee for the consumption of new energy, power and electricity balance and the operation safety of the power grid.” The relevant person in charge of Qinghai power dispatching control center of State Grid said in an interview with the media.
As an innovative form of energy storage, shared energy storage is an important means to support the large-scale development of new energy.
In areas with a high proportion of new energy installed capacity and high pressure of system peak shaving operation, actively guide new energy power stations to allocate new energy storage in a market-oriented manner.
Some experts estimate that domestic shared energy storage can probably reduce the cost by as much as 30%.
Encourage new energy power stations to allocate energy storage in the form of self construction, lease or purchase, and give play to the sharing role of “one station for multiple purposes” of energy storage.
The shared energy storage business model can promote the maximization of economic and social benefits of the energy storage industry.
Taking a 20MW / 40mwh shared energy storage power station project in Hunan as an example, “Assuming that the bid winning price of the annual rent of the project’s energy storage batteries and other core equipment is 13 million yuan, the cost of renting the energy storage power station by the new energy developer is about 8 million yuan / year, and the operation costs of the other energy storage power stations, such as equipment transportation and maintenance costs and power consumption costs, are borne by a comprehensive energy service company; if the new energy developer allocates a 20MW / 40mwh energy storage capacity by itself, in addition to paying the initial construction investment of the energy storage power station of about 80 million yuan In, it also needs to pay an additional 700000 yuan for the operation and maintenance of energy storage power station, 1.6 million yuan for overhaul and technical transformation and 1.5 million yuan for power loss.
At present, the application scenarios of domestic new energy storage technology include power supply side, load side and power grid side.