Energy storage is an important support for landscape to become the main energy source

In order to promote the development of key technologies supporting the construction of new power systems, the China Energy Research Society and the Natural Resources Defense Council (NRDC) jointly launched the "New Power System Salon" series of events, inviting senior experts in the industry to share their views and exchange ideas. On October 31st, focusing on the challenges and development paths of energy storage development, Its new energy holdings co., LTD. Pumped storage technology institute of economic planning review center office actually, zhongguancun Li Zhen, deputy secretary-general of energy storage industry technology alliance, energy research institute, vice President of the Internet in Beijing zhigao jian-hua bai, Wan Lizhi library, a senior researcher wang, senior energy expert Xu Jiang wind, China energy research energy policy research center director Lin Weibin and NRDC Clean power senior consultant Wang Wanxing and other experts conducted the discussion.

Zhang Yunfei said that since the "double carbon" goal and the goal of building a new type of power system were put forward, the country's pumped energy storage construction has begun to flourish. The new power system is a systematic project, which needs to deal with the orderly withdrawal of thermal power units, the orderly penetration of renewable energy such as wind power, and the reasonable allocation of flexible resources. China has set a target of more than 1.2 billion kilowatts of installed power in 2030. At a scale of 15 percent, at least 180 gigawatts of storage would be required. At present, the development scale of new energy storage and pumped storage is relatively backward, so it is necessary to promote the coordinated development of pumped storage and new energy storage. By the end of 2021, China's installed capacity of pumped storage had reached 36.93 million kW, ushering in a new stage of comprehensive and rapid development of pumped storage. In addition, attention should be paid to the diversified development of pumped storage, and three aspects should be strengthened: the development of small and medium-sized pumped storage, the development of mixed pumped storage according to local conditions, and the exploration of the development and application of seawater pumped storage.

According to Li, energy storage market will enter a truly large-scale development in 2021. Among them, the cumulative scale of new energy storage market reached 5.73 million kW, and the newly increased scale exceeded 2 million kW, with a year-on-year growth of 74.5%. However, there are two challenges to the development of new energy storage. First, supply chain price fluctuations are transmitted to the downstream energy storage market. Driven by upstream raw material prices, energy storage battery costs have risen more than 20% since 2021. The initial investment of the project has increased correspondingly, the project yield has decreased, and many projects are not commercially viable, resulting in the suspension of the execution of some energy storage projects that have been bid. Second, the new energy storage market has not yet formed the stable revenue mode. The development of new energy storage is greatly influenced by the policy, the business model is not clear, and the profit is difficult. At present, the United States, Australia, the European Union and other countries and regions have taken new energy storage as one of the new driving forces of economic development, and have provided various support measures in terms of research and development funds, market mechanisms, electricity price subsidies, tax rebates and other aspects.

According to Bai Jianhua, changes in the power supply side and demand side of the power system require the development of energy storage. Access to a large number of solar power generation resources that depend on the sky at the power supply side, as well as the replacement of electric energy by terminal departments on the demand side, have greatly changed the load curve. It is necessary to comprehensively consider the total amount of power demand, characteristics, regional distribution and other characteristics to adjust and analyze the load curve adaptively, so as to determine the required scale of energy storage.

Wang Ziqiang said that from the perspective of the capital market, we must use market means to develop energy storage, especially new energy storage, to produce economic benefits. In the process of development, we need to focus on two issues. First, in order to cooperate with the development of new energy, it is necessary to match energy storage according to local conditions to avoid blindly building new infrastructure, which will cause unnecessary waste. Second, to avoid excessive protection of energy storage technology, it is necessary to enhance the market competitiveness of energy storage technology through market means.

Lin Weibin believes that according to the construction of "three steps", it is expected that the electricity generation of scenery new energy will exceed 20% in 2030, reach about 35% in 2040, and overtake coal power to become the first major power source in 2040. Energy storage is one of the most important supporting conditions to move from 12 percent today to more than 20 percent, 35 percent, and even 60 percent in a carbon-neutral scenario in the future.

According to Wang Wanxing, energy storage is an important part of meeting the flexibility needs of new power systems. In order to support the healthy and orderly development of energy storage, the role of government and market should be fully brought into play. In the early stage, the government introduced policies to mobilize the enthusiasm of the society and realize the rapid development of energy storage. We will strengthen government planning and make unified plans for the installed capacity of new energy, delivery projects and the construction of energy storage facilities from a regional perspective. The healthy development of energy storage needs reasonable market mechanism and feasible business model. Although the cost of new energy storage technology has dropped a lot, it has not reached the stage of fair competition with other technologies from the perspective of economy and safety. At the same time, due to the different positions of the market players, the understanding of the level and structure of the two-part electricity price system is not consistent, so it is necessary to strengthen the in-depth communication with enterprises and market players, and explore the solution with the minimum cost of social transformation.

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