Recently, the national ministries and commissions jointly issued the "Guiding Opinions on the Promotion of Energy Storage Technology and Industrial Development" (hereinafter referred to as the "Guiding Opinions"). To further accelerate the development of energy storage industries, the National Development and Reform Commission stated that it will promote storage in two phases in the next 10 years. The first stage (2017-2020) of energy-related industrial development can achieve the transition from R&D and demonstration to the initial stage of commercialization; and the second stage (2020-2025) can realize the transition from large-scale development to early stage of commercialization.
The energy storage industry is already at the tipping point, or it will create a trillion market
The "Guiding Opinions" pointed out that at present, China's energy storage technology is in an important stage of transition from the demonstration application to the early stage of commercialization, and it has initially established a basis for industrialization. According to experts’ predictions, by the end of the 14th Five-Year Plan period, China’s energy storage capacity will reach 50-60 GW, and by 2050 it will reach 200 GW or more, and the market scale will exceed 2 trillion yuan.
The energy storage industry will usher in a decade of development and the energy storage scale will be applied. In this key outlet, enterprises that have pioneered the deployment of energy storage industry will be expected to benefit from this opportunity. It is recommended to pay attention to Nandu Power, Sunshine Power, and Keyland Electronics. Tianchen New Energy and so on.
For the first time explicitly supporting direct access to energy storage systems
The "Guiding Opinions" make it clear that in the aspect of improving the flexibility and stability of the power system, the energy storage system is directly connected to the power grid. At present, most of the large-capacity energy storage projects carried out abroad are directly connected to the power grid through substations. Why does the "Guidance Opinion" propose "direct access to the power grid"?
At present, the location and mode of energy storage system access to the grid can be broadly divided into the power supply side, the grid side and the user side. Different access methods generally mean that the energy storage access capacity, construction specifications, acceptance criteria, and operating modes are not same.
There are relatively few problems encountered in constructing energy storage projects on the user side and the power supply side in China. However, there are still some obstacles to the direct connection of the energy storage system to the grid and commercial operation, including subject qualification certification, acceptance criteria, electricity price policy, etc. One of the main reasons is that China's power law has not yet identified the subject of energy storage technology. According to the practice, it is impossible to make a classification of “power supply†or “user†for energy storage technology.
In this regard, in contrast to the United States, as early as 2007, the Federal Energy Regulatory Commission (FERC) introduced the “Anti-Discrimination and Biasedness in Transmission Services†(the 890 Act), which includes energy storage technologies. The category is "non-traditional power generation," and it explicitly requires the regional power market to allow "non-traditional power generation" to provide auxiliary services.
The "Guiding Opinions" clearly states that "supporting energy storage systems directly connected to the power grid", and pointed out that it is necessary to study the technical content of energy storage capacity, operation control, network protection, and security protection, and believe that it is important to promote energy storage technologies. Commercial scale will have a very positive significance.
Promoting Lead-Carbon Energy Storage but Lithium-Energy Storage for Better Long-Term Industry Development
The lead carbon energy storage technology is relatively mature, and the marketization trend is relatively obvious. However, based on the long-term development of the industry, with the development of the energy storage industry, the cost of energy storage technology is reduced, and the energy density is high, the service life is long, and the lithium battery is more economical. Energy storage technology will be more appropriate.
Lithium batteries are the most common energy storage carriers currently on the market and are widely used in various personal electronic products, mobile devices and even electric vehicles. With the decline in the cost of lithium batteries and the increase in energy density brought about by the battery technology, and the further maturation of the business model of the energy storage industry, the energy storage industry will usher in rapid development and it is expected to continue the business cycle of lithium-electric equipment.
At present, companies involved in the field of energy storage, such as Nandu Power, Sunshine Power, Tianchen New Energy, and other companies, their lithium battery energy technology is not bad. For example, Tianchen New Energy has itself made a fortune with lithium-ion batteries for power, which allows it to have a more solid foundation for the full development of energy storage business, including household, commercial, and public energy storage.
Compared to ordinary lead storage energy storage, lithium battery energy storage basically does not require maintenance, the temperature is more widely applicable range, up to -20 °C -60 °C, and light weight, small size, high energy density, can stabilize the power, improve Power quality, thereby greatly improving the efficiency of the use of electricity, reducing the purchase of electricity grid, saving electricity costs. These excellent properties allow Lithium Energy Storage to go further than lead storage in the future.
Compensatory measures need to be clarified to rely more on market mechanisms to drive development
China's energy storage industry has many technologies and different development stages; the application scenarios are diversified and the degree of commercialization is also uneven. According to the "Guidance Opinion," the introduction of a "one size fits all" subsidy policy or only technical support or application is not the most effective way to address the current state of the industry.
On the contrary, seizing the bottleneck of industrial development, using market-based measures to solve problems, and establishing a long-lasting market mechanism for energy storage to participate in the operation of the power system and construction of the energy Internet is the best way to promote industrial development and ensure the competitiveness and vitality of the industry. . Therefore, emphasizing market-oriented development is also a major feature of the Guiding Opinion.
The current energy storage market is still in the initial stage of commercialization and does not have the economic benefits of large-scale application. If you do not rely on policy subsidies, the energy storage industry wants to be profitable. In addition to continuously improving technology, reducing costs, and strengthening its own level, it can also be used for reference. Foreign energy storage industry profit model.
For example, changing the marketing model, after 2016, photovoltaic systems in Australia, the United Kingdom, and Germany become very popular, because the internal driving force of the market is not to consider economic issues, but to impress customers with “power independenceâ€.
In foreign countries, companies such as Tesla, LG, Panasonic, Orison have successfully launched lightweight energy storage systems.
In the Chinese market, we can also consider starting from this point, especially large-scale enterprises, factories, etc., to gradually get rid of power dependence as an entry point for large-scale energy storage applications.
At present, some forward-thinking enterprises in China are already working on the development of home and commercial backup power technologies, such as Tianchen New Energy, Lunshi, and Kelu Electronics, and China needs more independent users than abroad. The electricity market is also relatively large, changing the marketing model and allowing people to think about the use of electricity. Once people begin to accept the possibility and convenience of using electricity independently, the future market will be unlimited.
Although energy storage as a "last mile" for new energy, "Internet" + smart energy, and new power innovations, I am afraid it will take another period of time, but the introduction of the "Guiding Opinions" has at least clearly defined the state of energy storage. Support attitude, this is a very positive signal, for the future of energy storage industrialization and application of scale combed the policy direction.
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