2024储能报告：欧洲和美国储能市场盘点（英文）

TheEnergyStorageReport TakingstockoftheenergystoragemarketinEuropeandtheUSasthebuildoutaccelerates energy-storage.news MarketAnalysisTrackingtheUKandEuropeanbatterystoragemarkets,pp.8&10 FinancialandLegalWhatyouneedtoknowabouttheIRAandtaxequity, p.23 DesignandEngineering Batteryaugmentationstrategiestomanagedegradation,p33 ExperienceSungrow’s EnergyStorageSystems Ourcommitmenttodeliveringworld-classintegratedenergystoragesolutionstoourcustomersisbuiltuponemployingcutting-edgerenewableenergyconversionandbest-in-classbatterytechnology. Sungrow’senergystoragesystemsleadthefutureofrenewableenergy,offeringexceptionalefficiencyandthehighestsafetystandards. Proudsponsorof FindoutmoreaboutourPowerTitan2.0andrequestyouroffertoday! LearnmoreaboutSungrowat www.sungrowpower.com Introduction W elcometothefirsteditionof TheEnergyStorageReport,thesupplementalpublicationforSolarMedia’s EnergyStorageSummitEUandUSAevents. Init,you’llfindthebestofourenergystoragecontentfromEnergy-Storage.newsPremiumandPVTechPower,aswellasnewarticlesproducedforthispublication,includinganoverviewofwhereweareuptowithbatterystoragedeploymentsintheUKandcontinentalEurope. Energystoragecontinuestogofromstrengthtostrengthasasector,withtheUKandCalifornia/TexascontinuingtoleadoneithersideoftheAtlanticbutneighbouringmarketsclosebehind. TheboomingUKgrid-scalemarketshowsnosignofslowingdownasyoucanseeinanoverviewonpage8,usingthelatestUKfiguresfromSolarMedia’sMarketResearchteam. Forthenextyearortwo,ItalyisaparticularonetowatchinEurope.Seehowgrid-scaledeploymentstherewillsoarin2024inafeatureonpages10and11lookingatcontinentalEurope’ssevenkeymarkets,drawingondatafromLCPDelta. ForUK-focusedreaders,seeinterviewsandanalysisontheimplicationsoffallingBESSrevenues(page12),the governments’long-durationenergystorage(LDES)consultation(page16),gridinterconnectionandnewmarketmechanisms(page18)andBESS’roleinamajorfrequencyevent(page21). TheGermangrid-scalemarketalsocontinuestoreboundafteraquietfewyears-readourcoverageofthereleaseofitsEnergyStorageStrategyonpage20. Moreinterestedinengineering?Frompages33to41youcanreadtechnicalarticlesfromWärtsilä,Burns&McDonnellandItalianengineeringfirmBennyEnergiaonaugmentation,energydensityanda200MW/800MWhBESSprojectdesignedforEnelGreenPower,respectively. ForourUSaudience,seedeep-divesintotherecentproject“M&Amania”(page27),virtualpowerplants(page43),localplanningforstorageprojects(page14),long-termprojectupgradesandretrofits(page42)andalawyer’sdigestoneverythingyouneedtoknowabouttheInflationReductionActandtaxequity(page23). Andfinallyontheupstreamside,wehearfromBloombergNEFonitsrecently-launchedTier1BESSproviderlistandtalktoFreyr’sCEOabouthowEurope’snascentlithium-iongigafactoryecosystemisatriskfromcompetitionelsewhere. So,frommyself,Energy-Storage.newseditorAndyColthorpeandthewholeteamatSolarMedia,thankyouforreadingourcontent,supportingoureventsandmostofallforbeingpartofthisexciting,game-changingindustry. CameronMurray,seniorreporter RheEnergiseisaUKbasedcompanybringinginnovationtopumpedenergystorage,withagrid-scalesolutioncalled High-DensityHydro®,providing2to16hoursofenergystorageinthe10MWto50MWpowerrange. HDHydroworkslikestraditionalpumpedhydrobutinsteadofķĮðĊæw­ĴÐīș­ĊÐĊvðīďĊĉÐĊĴ­llřÅÐĊðæĊŦķðÌðĮķĮÐÌwðĴìǡ.ǤŘthedensityofwaterinaclosedloopsystem. Itisaglobalsolutionforthepredicted$4trillionenergystoragemarket,thatturnsthesupplyofintermittentrenewableenergyintostableelectricitygrids. Investinthefuture Lowcost,scalablelongdurationstorage Investinginearlystagebusinessesinvolvesrisks,includingilliquidity,lackofdividends,lossofinvestment ­ĊÌÌðlķĴðďĊ­ĊÌðĴĮìďķlÌÅÐÌďĊÐďĊlř­ĮĨ­īĴďĴ­ÌðvÐīĮðfiÐÌĨďīĴåďlðď.AĴðĮĴ­īæÐĴÐÌÐŘclķĮðvÐlř­ĴðĊvÐĮĴďīĮwìď­īÐĮķŨcðÐĊĴlřĮďĨìðĮĴðc­ĴÐÌĴďķĊÌÐīĮĴ­ĊÌĴìÐĮÐīðĮāĮ­ĊÌĉ­āÐĴìÐðīďwĊðĊvÐĮĴĉÐĊĴÌÐcðĮðďĊĮ.šďķwðllďĊlřÅЭÅlÐĴďðĊvÐĮĴďĊcÐřďķì­vÐcďĊfiīĉÐÌřďķ­īÐĮķŨcðÐĊĴlřĮďĨìðĮĴðc­ĴÐÌ. www.RheEnergise.com Contents 06-07News Thelatestfromthegloabalstoragesector,powerbyEnergy-Storage.news 08-15MarketAnalysis 08-09Utility-scaleenergystoragesystemsintheUKremainonstronggrowthtrajectory ThelatesttrendfromtheUKmarket 10-11Grid-scaleenergystoragesettosoarinEuropeinthecomingyears ContinentalEurope’sstorageleaders 12UKBESSprojectpremiums,valuationsdownasrevenueexpectationsdrop RisingfinancecostsandfallingrevenueshitUKbatterystoragemarket 14-15Makinglocalplannerscomfortablewithenergystorageintheircommunities Evaluatingenergystorageprojectproposals 16-22PolicyandRegulation 16-17UK:DeveloperswelcomeLDEScapandfloorbutcautionagainst‘gaming’andlithium-ionexclusion InsidetheUK’slong-durationenergystoragestrategy 18-19Fieldongridandmarketmechanisms:‘totallydifferentpicturetoayearago’ TheUKdeveloperongridconnectionsandmarketmechanisms 20Germany’sElectricityStorageStrategy‘putsstorageonpoliticalagendaforthefirsttime’Germanygetsseriousonstorage 21-22‘Letbatterieshelp’saysArenkoCTOafterfrequencyeventthreatensBritain’sgridstabilityHowbatteriescouldhelpstabilisetheUKgrid 23-27FinancialandLegal 23-26WhatyouneedtoknowabouttheIRAandtaxequity WhattheIRAmeansforen