According to STDC, distributed photovoltaic with energy storage really come!

Recently, "Jinan Nuoneng New Energy Co., LTD." and "Shaneng New Energy (Zaozhuang) Co., LTD." successfully signed a distributed photovoltaic power station shared energy storage lease contract, the lease capacity is 1.5MW, the lease term is 5 years.

The signing of the shared energy storage capacity lease contract not only marks the completion of the "zero" innovation of shared energy storage lease by 2022 in Linyi City, but also plays an active role in promoting the sustainable development of shared energy storage sales market in Jinan and even Shandong distributed photovoltaic power plants.

From the perspective of the development of the photovoltaic industry, the signing of this contract has a more important significance: "Distributed photovoltaic configuration energy storage, really come!"

Inevitable trend

In recent years, under the background of the overall goal of "double carbon" and the establishment of a new power system, the photovoltaic industry has entered a stage of rapid development, and the installed operation scale has increased rapidly. Since the current policy of the whole county, the distributed photovoltaic industry has entered a period of "rapid" growth after the overall high development trend is estimated.

Data from the Bureau of Energy Administration show that in 2021, China's newly installed installed capacity of distributed PV exceeded that of centralized power plants, accounting for 55% of the newly installed capacity. Distributed PV achieved a historic leap of newly installed capacity exceeding centralized power plants for the first time. In the first half of 2022, the installed PV power generation capacity increased by 30.878GW and distributed PV increased by 19.653GW with a share of 63.6%.

Under the premise that distributed photovoltaic sales market has entered the explosive period, the impact on the reliability of its power grid and its own consumption problems should not be ignored. New energy technology all over the country given forecast warning core in the second quarter of 2022 released across the country new energy power given evaluation was mentioned in the study, part of the province of distributed photovoltaic development design given under pressure, the rapid development of distributed photovoltaic scale so that the long-term investment in the project for the record, the rotor is given, several aspects, such as slowly emerge some problems, We must provide further policy guidance.

Thus, the market demand for energy storage technology has entered a "new stage of development", and several incentive distributed photovoltaic storage documents have been issued from the middle to the grassroots.

From the social level, in May 2021, the National Energy Administration's Notice on Matters related to the development and construction of wind power and photovoltaic power generation in 2021 clearly proposed that "under the condition of ensuring safety, if there are conditions to encourage the installation of energy storage technology in new photovoltaic projects for household use. New household photovoltaic power generation projects will be guaranteed by the power grid company."

Areas, according to the big dipper solar photovoltaic (pv) statistical analysis, so far there have been in zhejiang, jiangsu, shandong, hebei, sichuan, gansu, chongqing, shenzhen and other 15 provinces released distributed photovoltaic deserves to store the current policy, zhejiang, jiangsu, shandong only three distributed photovoltaic strong province issued 10 distributed system with the current policy.

With store in Taipei

Although the long-term development of the distributed PV market urgently requires the addition of energy storage, and PV projects are either forced or encouraged to allocate energy storage, there are still many obstacles in the path of "distributed PV + energy storage".

First, whether the photovoltaic project configuration energy storage "economic account" is cost-effective.

In the past two years, while the price of photovoltaic raw materials is rising, the cost of energy storage is also rising. According to the analysis of research institutions, under the dual drive of new energy vehicles and renewable energy demand, the supply of lithium carbonate, the main raw material of battery, an important link of energy storage, is limited, and the cell price has been seriously affected. Raw material price adjusted lithium iron phosphate (LFP) cell costs increased 84% relative to May 2021 levels, peaking at $153 /kWh in March 2022, and have not fallen below $140 /kWh to date. According to Bloomberg New Energy Finance, lithium prices will remain high throughout 2022 and the market is on high tension.

Liu Yong, secretary-general of the Energy Storage Application Branch of China Chemical and Physical Power Industry Association, also said, "The energy storage technology routes are different, and the cost is also different. Due to the rise of electric core and raw materials, the cost of electrochemical energy storage system has risen to 1.6 yuan to 1.9 yuan per watt hour."

According to the calculation of a professional person engaged in the design of photovoltaic power station, the allocation of distributed photovoltaic projects may lead to an increase of 0.2 yuan /W in investment cost, resulting in the extension of investment return cycle, based on the comprehensive accounting of the spontaneous self-use rate of enterprises and the electricity price of enterprises.

To some extent, the rising cost reduces the enthusiasm of power station owners to build energy storage. But in the "economic account" is not very optimistic, the second limitation of distributed photovoltaic distribution storage "security" is also at hand.

Energy storage as one of the effective measures to regulate the stability of electric power system, one of the reasons why the huge consumption of electric power cannot be rapidly developed is that there are many hidden security risks in the battery. According to incomplete statistics based on public information, a total of 32 fires and explosions occurred in energy storage power stations worldwide during the decade from 2011 to 2021.

However, some PV insiders admit that new energy stations are allocated energy storage according to the policy, just to get the grid connection index of power generation projects, without considering the quality and function of energy storage stations. As a result, photovoltaic power stations with energy storage have great security risks and owners are more cautious.

At present, the development of photovoltaic PeiJian energy storage trend has, no doubt, with the shandong zaozhuang distributed photovoltaic power station Shared storage projects fall to the ground, distributed photovoltaic mass storage unfolds already, but the combination of "economy" and "safety", still need a photovoltaic industry and energy storage industry attaches great importance to, hand in hand to solve.

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