User-side energy storage has its moment of glory
2023-08-11
The "Several Measures in Guangdong Province to Promote the Development
of New Energy Storage Power Stations" (hereinafter referred to as the "Measures") recently issued
by the Guangdong Provincial Development and Reform Commission proposes to
strongly encourage the development of user-side energy storage. Support industrial and
commercial enterprises, industrial parks, etc. in building new energy storage power stations
in accordance with the principles of adapting measures to local conditions and being flexible and diverse.
This "Measure" is called "the strongest user-side energy storage support policy".
The "Measures" point out that it is necessary to accelerate the deployment of
new energy storage power stations in distributed new energy and microgrids,
and promote the development of comprehensive energy services for cooling, heating,
electricity and storage in industrial parks and commercial buildings. At the same time,
it is clarified that if the products used in user-side energy storage projects are found
to meet the standards and specifications of advanced high-quality products,
the electricity consumption of their energy storage facilities will be measured separately,
and the electricity price will be implemented in accordance with the Guangdong Province cold storage electricity price policy.
In the view of industry insiders,
the above-mentioned "Measures" are only a microcosm of the rapid development of
user-side energy storage in my country. User-side energy storage may usher in explosive growth this year.
Energy storage is divided into power supply side energy storage, grid side energy storage, new energy energy storage, and user side energy storage. Due to the low electricity prices for residents in my country and the small difference between peak and valley electricity prices, the economics of user-side energy storage are limited. There was no room for vigorous development before and it was not taken seriously. With the continuous advancement of achieving the goal of carbon peak carbon neutrality and building a new power system, user-side energy storage is gradually ushering in its "highlight" moment.
In an interview with a reporter from China Energy News, many industry insiders said, “Since the beginning of this year, my country’s user-side energy storage installation volume has increased much more than before.” “In the past, only some large energy-consuming customers paid attention to energy storage. This year, many small industrial and commercial customers have paid attention to energy storage. Users are also beginning to pay attention to energy storage. "As the peak-to-valley gap widens, user-side energy storage is gaining more and more attention and market popularity."
Statistics from the China Electricity Council show that in 2022, the total new energy for industrial and commercial energy storage deployment nationwide will reach 0.76 GWh, a year-on-year increase of 106.29%, of which major industrial and commercial provinces such as Guangdong, Jiangsu, and Zhejiang account for more than 80%. Take Guangdong as an example. It has rich industrial and commercial resources, is at the forefront of the country's power market reform, and has diverse application scenarios for user-side energy storage. In particular, the "Measures" make it clear that power users such as precision manufacturing, communications, and finance who consume large amounts of electricity and have high requirements for power supply reliability and power quality can configure new energy storage power stations on demand. User-side energy storage in Guangdong will usher in A wave of installations.
"With the arrival of peak electricity consumption in summer, many companies in Zhejiang, the Pearl River Delta and other places are very motivated to install energy storage in order to maintain production and orders." Yue Fen, deputy secretary-general and research director of the Zhongguancun Energy Storage Industry Technology Alliance, told A reporter from China Energy News said that in addition, various places are now undergoing industrial transformation, and energy storage and new energy are the directions encouraged by the state. The main driving force for promoting user-side energy storage in various places is to attract investment and introduce industrial chains to stimulate the local economy and enable It forms a closed loop.
New energy and energy storage expert Peng Kuankuan told a reporter from China Energy News that compared with grid-side and power generation-side energy storage, the significance of user-side energy storage is that for the power grid, it is mainly for peak regulation; for users, Mainly to save electricity bills. "User-side energy storage was the earliest to develop. In 2016, some projects were invested in batches, and projects have been implemented one after another over the years. The number of installations this year is more than in previous years. The main reason for the popularity of user-side energy storage this year is the peak The price difference between off-peak and off-peak electricity prices has widened and peak and off-peak periods have been optimized.”
User-side energy storage mainly relies on the construction of industrial and commercial enterprises. The business model mainly relies on the peak-valley electricity price difference, supplemented by direct or indirect benefits such as demand-side response, demand electricity charges, distributed photovoltaic consumption, emergency backup, etc. Contract energy management is generally adopted. Or user-created method. At present, it is developing rapidly in areas with large peak-to-valley electricity price differences, such as Zhejiang, Guangdong, and Jiangsu.
"The main limitation on the development of user-side energy storage lies in the payment mode of basic electricity charges. The basic electricity fee payment modes include payment based on capacity and payment on demand. Payment on demand has a greater impact on the economics of user-side energy storage." Peng Kuankuan told reporters bluntly. , the biggest threshold for the development of user-side energy storage is the selection of basic electricity charges, and the second constraint is the selection of user-side energy storage sites. Factories have high land utilization requirements and there will not be a lot of open space for installing energy storage devices.
User-side energy storage mainly relies on the construction of industrial and commercial enterprises. The business model mainly relies on the peak-valley electricity price difference, supplemented by direct or indirect benefits such as demand-side response, demand electricity charges, distributed photovoltaic consumption, emergency backup, etc. Contract energy management is generally adopted. Or user-created method. At present, it is developing rapidly in areas with large peak-to-valley electricity price differences, such as Zhejiang, Guangdong, and Jiangsu.
"The main limitation on the development of user-side energy storage lies in the payment mode of basic electricity charges. The basic electricity fee payment modes include payment based on capacity and payment on demand. Payment on demand has a greater impact on the economics of user-side energy storage." Peng Kuankuan told reporters bluntly. , the biggest threshold for the development of user-side energy storage is the selection of basic electricity charges, and the second constraint is the selection of user-side energy storage sites. Factories have high land utilization requirements and there will not be a lot of open space for installing energy storage devices.
A reporter from China Energy News learned from an interview that user-side energy storage and distributed photovoltaic application models are similar. They both reduce electricity costs through the construction of industrial and commercial enterprises. There are many similarities in market channels and construction models. However, user-side energy storage has higher requirements on the company's operating conditions, power load curve, site conditions, power consumption, etc. Compared with distributed photovoltaics, the profitability of user-side energy storage faces more uncertainty.
"The biggest threshold that user-side energy storage needs to solve is the basic electricity fee." Peng Kuankuan said that on-demand payment may increase the basic electricity fee. In this case, the company's energy storage project income will be affected. "The risk of user-side energy storage is quite high, and future development faces uncertainty. It is recommended to learn from the development experience of distributed photovoltaics in terms of investment risk control."
In Wei Qiong's view, Shandong's negative electricity price phenomenon has attracted much attention, and industry insiders believe that this is a big step forward in the reform of the electricity market. As the proportion of new energy power continues to increase, only when power is fully marketized can power costs be truly optimized. Time-of-use price fluctuations in the future power market will create room for imagination in the benefits of user-side energy storage.
Industry insiders believe that the exploration of user-side energy storage as an independent energy storage to participate in the power market is one of the future development models, and it still needs to continue to be improved in terms of policy support, market price mechanism, and power calling mechanism.
Contact information ｜0571-86015700
