Accumulations electric | Energy storage lease, landing in the face of numerous difficulties!

In the energy storage power market, STDC has observed that there is a special bidding announcement in the market recently: the bidding announcement of energy storage leasing service procurement project of Shandong Guorui Energy Group Co., LTD. 's new energy wind power plant (Jieyuan Plain, Qingfeng Plain).

According to the announcement, Shandong Guorui Energy Group Co., Ltd. will tender the energy storage systems to be leased for its Guorui Jieyuan Plain 50MW wind farm project and Guorui Qingfeng Plain 50MW Wind Farm project, respectively, leasing two sets of energy storage systems with an energy storage capacity of 10MW/20WMh.

According to the energy storage and electricity market tracker, this is the first capacity lease tender contract that can be observed through open channels in China. The results may give the leasing prices of storage capacity for actual black box projects a chance to be publicly observed.

This paper tries to discuss the current energy storage capacity leasing market with readers from the bidding of capacity leasing.

Independent energy storage power stations, driven by capacity leasing as the main revenue point, are the absolute star products in the energy storage market in 2022. However, as 2022 approaches, capacity leasing is in trouble.

Energy storage lease comes from the strong combination of new energy and energy storage

When new energy power generation enterprises allocate energy storage, which brings high investment cost, but the actual utilization rate of energy storage system is very low, the mode of building large energy storage power stations and leasing capacity to new energy enterprises requiring energy storage quota appears.

For new energy power generation companies, leasing energy storage can meet the energy storage ratio requirements of the scale of new energy generation. On the one hand, it can reduce the cost, and on the other hand, it does not have to bear the operation and maintenance management of the power station. So this model quickly spread across the country. By the first half of 2022, under the shared lease story, the construction scale of independent energy storage power stations has reached 9.24 GW/18.55 GWh.

This form of energy storage power station, with its own independent access point, can act as an independent market subject to the power grid management and participate in various power markets. Therefore, not long after its birth, it has attracted more attention from new energy power generation enterprises, power grids, investors and local governments.

New energy power generation enterprises choose this mode mainly because of its low investment cost and easy management. Other parties also have their own practical considerations:

For the power grid, energy storage power stations built by capacity leasing are usually large in scale and convenient for scheduling and management. According to energy storage and electricity market tracking, 100MW/200MWh has become the most common configuration scale for independent energy storage stations, with the single unit scale growing rapidly. Compared with dispersed resources, these large power stations are easier to dispatch and provide the grid with flexible adjustment services such as peak regulation. In some places (such as Hunan), integrated energy companies directly enter the investment and operation field of energy storage power stations.

For investors, independent energy storage power stations are no longer scenic power stations, but can be independently developed, invested and operated, which is clear to the investors. Therefore, it is easier to innovate the investment and construction mode of power stations and tell a clear and complete story in the capital market.

For the local government, the 100MW/200MWh power station will drive the investment of nearly 400 million yuan, in addition, some investment and plant construction resources are needed, which can help the local government achieve the purpose of attracting investment, so as to get more support from the local government.

But being noticed doesn't mean being easy. From the start, capacity leasing was a bit of a success.

The actual rental rate is low, relying on electricity generation group consumption demand

In the first batch of peak regulating energy storage power station demonstration projects in Shandong Province, some owners said that the energy storage capacity leased through market channels is about 10-20%. Shandong Trading Center also said that in order to promote energy storage leasing, it will arrange capacity leasing on a monthly basis.

?

Behind the dealmaking is the fact that capacity leasing is difficult to implement. In shandong province at the end of August of the interconnection of wind power, photovoltaic power generation project security guidance (trial) ", after considering the energy storage capacity configuration of wind power, photovoltaic power station, parallel sorting, lease meet the energy storage capacity of the sorting capacity in the ranking (priority is: the power generation group self-built large independent energy storage power station & gt; Self-built Energy storage of New Energy Station > Lease energy storage project). Apparently, Shandong also wants power generation groups to build their own storage to meet the energy storage of their new energy projects.

With the development of more and more energy storage stations, the smooth realization of capacity leasing has become a key factor in investment decision, and investors are willing to continue the project development even if they see the capacity leasing contract. As a result, projects led by power generation groups may make it easier for investors to commit. The energy storage capacity consumed by the leased generation group is the current situation.

Over the past 13 years, STJC has focused on the quality of lithium batteries, integrated the three core links of energy storage lithium battery research and development, BMS research and development, and system integration. With high-performance energy storage lithium batteries and advanced BMS technology as the core, STJC is oriented to market demand.

Disclaimer:

1. Some articles and pictures come from the Internet;

2. Due to editing needs, there is no necessary connection between the text and the picture. It is only for readers' reference and does not represent the views of the platform, nor does it constitute investment advice or decision-making advice, nor does it provide material for any user transaction.

3. We have reproduced all the articles, pictures, audio video file information such as copyright belongs to the copyright shall belong to the original people, because of the original articles and pictures, etc can't contact and copyright, such as the author or editor that work should not be access to the Internet for everyone to browse, or should not be used free of charge, or involve copyright issues, please inform us in time, to take appropriate measures to quickly Avoid causing unnecessary economic losses or copyright disputes to both parties;

4. If this website infringes the intellectual property rights of media or individuals unintentionally, please contact us within 30 days after the publication of the article. We will delete the content as soon as possible, thank you.