Following the provinces of Henan, Shandong and Anhui, on October 9, the Energy Bureau of Hebei Province issued a supplementary notice on the declaration of wind power and photovoltaic power generation market-based grid-connected projects in 2021, clearly requiring that "in principle" the southern and northern networks market-based projects are equipped with a certain amount of peaking capacity. This also marks the latest province of Hebei to propose new wind power projects with storage requirements.
1. Lack of profit model
According to incomplete statistics, since the beginning of 2020 to October this year, the country has more than a dozen provinces have been issued a new energy mandatory equipped with storage requirements. From the perspective of the documents released so far, the requirements of the provinces equipped with energy storage include roughly "energy storage scale in the project capacity of 10%-15%" "continuous energy storage length of 2-3 hours" The provisions, also requires the provision of energy storage equipment need to have the ability to regulate peaks, and with the market project completed synchronized with the grid.
The "tide" of mandatory storage for new energy projects has basically swept the country, but the active response of wind power developers is "few and far between". "Now the approved onshore wind power grid-connected projects, if there is no pre-requirement, developers are basically not actively equipped with energy storage facilities." A wind power industry insiders who do not want to be named said in an interview with reporters.
As of October 14, the reporter checked the wind power market project public notice issued by Gansu, Guangxi and other provinces and regions, which shows that the projects equipped with energy storage still account for only a few, storage is also equipped with the scale of most only in the project capacity of 5%-10%.
"Why not with storage? Not with certainly because of the increased cost. This year, the onshore wind power industry has been fully parity, developers have mostly lowered profit expectations accordingly." The wind power industry insiders told reporters.
Chen Yong Chong, a professor at the Institute of Electrical Engineering of the Chinese Academy of Sciences, told reporters, "From the current cost, the current mainstream application of battery storage systems generally cost more than 0.5 yuan / kWh, the cost is high, coupled with the lagging construction of domestic market mechanisms, the vast majority of the lack of profit model, the owner of the investment in energy storage income can not be guaranteed, and therefore lack of enthusiasm for voluntary installation. "
2. Wind power with storage more difficult
According to market research institutions Tianfeng Securities calculations, a wind resource is relatively good, the relatively low cost of electricity wind power projects, the cost of storage will increase by 30%-60%, and for its own higher cost of electricity wind power projects, the cost of electricity after storage is likely to double.
In fact, in the industry experts, wind power as a volatile renewable energy, its equipped with storage and photovoltaic energy storage is also different. According to Chen Yong Chong, unlike photovoltaic power generation due to day and night differences and short term fluctuations in the existence of more obvious peak and valley characteristics, wind power consumption matching poor, there may be several days of windy or windless weather conditions. The key to the application of wind storage combination should be to suppress the system impact caused by volatility and intermittency through a reasonable capacity configuration and appropriate operating strategy.
It is understood that in order to ensure relatively stable power output, the domestic mainstream machine manufacturers also use the wind turbine pitch system, using high power batteries or super capacitors as a power-type energy storage system to ensure that the wind turbine in the case of wind speed fluctuations to maintain a relatively stable power output, as well as in the wind is too large to allow the fan blade to return to neutral, to achieve safe shutdown. However, the power-based energy storage system has certain frequency regulation function, but does not have peak regulation capability.
In this case, Chen Yongchong pointed out that, compared to photovoltaic storage, the ideal wind power storage peaking requirements for storage length longer, continuous storage length or need to reach 4-10 hours, this requirement for energy storage system power cost requirements will be more demanding.
3. Expect policy breakthrough
In the face of storage requirements and relatively high storage costs, in the industry, the establishment of a sound energy storage price mechanism and an effective "new energy + storage" project incentive mechanism will become the key to the future breakthrough. As early as July this year, the National Energy Board has issued a "guidance on accelerating the development of new energy storage", the document proposed to 2025, to achieve new energy storage from the early stages of commercialization to large-scale development, including "the establishment of grid-side independent energy storage power plant capacity tariff mechanism, research to explore the grid alternative energy storage facilities cost revenue into the transmission and distribution price recovery "The expression once cheered the market.
A number of industry experts pointed out that the current wind power with storage is still mainly mandatory by local governments and power grid companies. To build a new power system with new energy as the main body, but also need the corresponding policy support, but also need to change the concept of the stakeholders, and jointly explore a viable business model.
It is worth noting that, with the arrival of renewable energy parity era, a number of industry experts also pointed out that the continuous innovation and progress of technology will also bring new market space for wind power distribution and storage.
The wind power industry sources pointed out that "since this year, fan equipment prices are falling rapidly, onshore fan single power is also continuing to improve, part of the previous calculation can not account for the project to replace the large unit, now also count over the account, developers also have a certain amount of profit space."
Chen Yong Chong also said that as renewable energy sources equipped with electrochemical energy storage technology gradually mature, safety, cost and sustainable development of resources continue to progress, the next 5-10 years the cost of electricity for battery storage systems will be expected to drop to 0.2-0.3 yuan / kWh level.
