World's Largest Photovoltaic and Energy Storage Project Launched, Multiple Chinese Companies Involved

Recently, the world's largest photovoltaic (PV) and energy storage project was awarded to a consortium including several Chinese companies. The USD6 billion project in Abu Dhabi is being developed by Masdar Clean Energy, also known as Abu Dhabi Future Energy.


Chinese firms Jinko Solar and JA Solar have been selected as preferred suppliers for solar panels, each providing PV modules with a capacity of 2.6 GW, utilizing the latest TopCon technology for maximum efficiency and a 30-year production lifespan. Additionally, Contemporary Amperex Technology (CATL) will supply the battery energy storage system (BESS) with its leading Tener technology, totaling 19 GWh in capacity, ensuring safe, long-lasting, and highly integrated operation.


Power Construction Corporation of China and India's Larsen & Toubro have been chosen as the preferred engineering, procurement, and construction contractors for the project. The combined solar and BESS facility, capable of delivering up to 1 GW of baseload power 24/7, will include a 5.2-GW solar plant and a 19-GWh BESS, making it the largest such project globally.


Abdulaziz Alobaidli, chief operating officer of Masdar, expressed his enthusiasm for working with these top-tier partners to set a new global benchmark in clean energy innovation. The project, announced during the Abu Dhabi Sustainability Week, represents a significant step forward in the development of round-the-clock gigascale combined solar and energy storage systems.

40-GWh annual capacity Tesla Megafactory in Shanghai to begin production in 2025

First of its kind factory built by Tesla outside the US

Tesla's 40-GWh Megafactory in Shanghai, covering 200,000 sqm, is set to commence operations in Q1 2025. The factory will mass-produce Megapacks, starting with 10,000 units annually (40 GWh). As Tesla's first energy storage facility outside the US, it represents a $201.76M investment and a milestone in China. Adjacent to the Gigafactory Shanghai, which produces over 950,000 EVs annually, the Megafactory will be a key export hub.

Megapack is a powerful battery

Tesla introduces its Megapack, a formidable battery manufactured at the Shanghai Megafactory. This battery serves as a reliable source of energy storage and support, playing a pivotal role in grid stabilization and outage prevention. By bolstering Tesla's sustainable energy infrastructure, the Megapack aids in establishing a cleaner grid that safeguards communities and the environment.

The Megapack reliably and safely stores energy for the grid, mitigating the need for gas peaker plants and reducing the risk of outages. Each unit boasts a storage capacity of over 3.9 MWh, sufficient to power approximately 3,600 homes for an hour.

Tesla facilitates easy deployment with fully assembled and operational Megapack units, simplifying installation and minimizing complexity. These systems necessitate minimal maintenance and are backed by warranties up to 20 years.

Throughout its lifespan, the Megapack offers enhanced power, reliability, and cost-effectiveness. Each battery module is equipped with its own inverter, enhancing efficiency and safety. Tesla asserts that with over-the-air software updates, the Megapack's performance improves over time.

Cornex and its Indian Partner Sign Cooperation Agreement for 5GWh Energy Storage Project

Cornex and its Indian partner have signed a cooperation agreement for a 5GWh energy storage project at Cornex's Global Headquarters. The agreement entails in-depth collaboration on the CORNEX M5 energy storage system, a 5MWh battery energy storage container. This milestone signifies Cornex's official foray into the Indian market, paving the way for future global market expansion.

Under the agreement, Cornex and its Indian partner will initially cooperate on the 5GWh project, offering the Indian market the self-developed 20-foot 5MWh battery energy storage container, the CORNEX M5 series. Two projects, with capacities of 220MWh and 750MWh respectively, are scheduled to commence in 2025. This project is crucial for stabilizing the local power supply and enhancing India's energy structure optimization.

This cooperation represents a significant step in Cornex's internationalization strategy. Cornex remains committed to green development and aims to provide top-notch new energy solutions to global clients, contributing to the establishment of a clean, low-carbon, safe, and efficient global energy system.

Malaysia's First Large-Scale Electrochemical Energy Storage Project Connected to Grid

On December 23, local time, Malaysia's first large-scale electrochemical energy storage project, the Sejingkat 60 MW Energy Storage Station, successfully connected to the grid. This milestone represents a significant achievement in China-Malaysia green energy cooperation. The project was implemented by China Energy Engineering Group Jiangsu Institute under an EPC (Engineering, Procurement, and Construction) contract.

The 60 MW/80 MWh project, situated in Kuching, the capital of Sarawak, employs a prefabricated, cabin-style, air-cooled lithium iron phosphate (LiFePO4) battery storage system. It comprises 22 battery cabins and 11 PCS (Power Conversion Systems) for grid connection, simplifying control logic and enhancing operation and maintenance efficiency.

Incorporating advanced battery storage technology and an intelligent management system, the project offers high automation levels, effectively supporting the integration and optimization of renewable energy. Once operational, it will be capable of performing two charge-discharge cycles daily and providing a 100-millisecond frequency regulation response. This will significantly contribute to optimizing energy distribution and enhancing grid reliability in the region.

Webinar with FBE: Exploring the Asia-Pacific Policy Landscape on Flow Batteries

On November 22, 2024, following the release of the Flow Batteries Europe (FBE) publication, Reports on Regions – Asia Pacific, FBE, in collaboration with the China Energy Storage Alliance (CNESA), VSUN Energy, and Sumitomo Electric, organized a webinar titled "Asia-Pacific Policy Landscape on Flow Batteries: Insights and the Way Forward." The event attracted nearly 100 participants eager to delve into the key insights from the report.

This webinar marks the first in the Flow Batteries Europe Reports on Regions series, which aims to provide a comprehensive overview of the global flow battery industry and the policies shaping it. The Asia-Pacific Report, developed through a collaborative effort with CNESA, VSUN Energy, and Sumitomo Electric, offers a detailed analysis of the region's policy environment and market dynamics.

During the webinar, distinguished experts from China, Japan, and Australia shared their insights and key findings from the report. The speakers included:

⭐️Dr. Changkun Zhang(CNESA)

⭐️Zamien Sumich (VSUN Energy)

⭐️Arata Doi (Sumitomo)

⭐️Beata Virsumirska(FBE)

⭐️Daniela Pöhl (FBE)

The discussions highlighted the significant advancements in Long-Duration Energy Storage (LDES) within the Asia-Pacific region, driven by robust policy frameworks and ambitious targets. The region's commitment to renewable energy and energy storage has set a high bar for innovation and deployment, presenting both opportunities and challenges for other regions, including Europe.

Europe, in particular, must refine its strategies to ensure it does not fall behind in the global race for LDES technology. The insights shared during the webinar underscored the importance of policy alignment, research and development investments, and international collaboration to foster a competitive and sustainable energy storage ecosystem.

The webinar concluded with a call to action for policymakers, industry leaders, and researchers to work together to address the challenges and capitalize on the opportunities presented by the evolving energy landscape in the Asia-Pacific region.

Source:https://flowbatterieseurope.eu/news/discover-fbes-webinar-recording-on-the-asia-pacific-policy-landscape-on-flow-batteries/

CATL and Stellantis to Invest Up to €4.1 Billion in 50-50 Joint Venture for Large-Scale LFP Battery Plant in Spain

On Dec.10th, 2024, announced by Stellantis group, Contemporary Amperex Technology Co. Limited (CATL) and Stellantis have unveiled a landmark agreement to establish a joint venture, committing up to €4.1 billion towards the construction of a state-of-the-art, large-scale lithium iron phosphate (LFP) battery manufacturing facility in Zaragoza, Spain. This venture is meticulously designed to achieve complete carbon neutrality, with its implementation unfolding through multiple phases and investment strategies.

Scheduled to commence operations by the close of 2026 at Stellantis' Zaragoza site, this cutting-edge facility aims to attain a maximum capacity of 50 gigawatt-hours (GWh), contingent upon the evolving landscape of the European electric vehicle market and ongoing backing from both Spanish and European Union authorities. This 50-50 joint venture will significantly enhance Stellantis' leading position in the European LFP market, empowering the automotive giant to introduce a broader range of high-quality, robust, and cost-effective battery-electric vehicles (BEVs) in the B and C segments, featuring mid-range capabilities.

Building on the foundation laid by a non-binding Memorandum of Understanding (MOU) signed in November 2023, CATL and Stellantis have solidified their commitment to the localized supply of LFP battery cells and modules for European electric vehicle production. This strategic alliance encompasses two pivotal areas: the development of a forward-thinking technology roadmap to propel Stellantis' advanced BEVs and the exploration of opportunities to fortify the battery value chain.

“Stellantis is committed to a decarbonized future, embracing all available advanced battery technologies to bring competitive electric vehicle products to our customers,” said Stellantis Chairman John Elkann. “This important joint venture with our partner CATL will bring innovative battery production to a manufacturing site that is already a leader in clean and renewable energy, helping drive a 360-degree sustainable approach. I want to thank all stakeholders involved in making today’s announcement a reality, including the Spanish authorities for their continued support.”

“The joint venture has taken our cooperation with Stellantis to new heights, and I believe our cutting-edge battery technology and outstanding operation knowhow combined with Stellantis’ decades-long experience in running business locally in Zaragoza will ensure a major success story in the industry,” said Robin Zeng, Chairman and CEO of CATL. “CATL’s goal is to make zero-carbon technology accessible across the globe, and we look forward to cooperating with our partners globally through more innovative cooperation models.”

CATL is bringing state-of-the-art battery manufacturing technology to Europe through its two plants in Germany and Hungary, which are already in operation. The Spanish facility will enhance its capabilities to support customers’ climate goals, further underscoring its commitment to advancing e-mobility and energy transition efforts in Europe and the global market.

Stellantis is employing a dual-chemistry approach – lithium-ion nickel manganese cobalt (NMC) and lithium iron phosphate (LFP) – to serve all customers and exploring innovative battery cell and pack technologies. Stellantis is on track to becoming a carbon net zero corporation by 2038, all scopes included, with single-digit percentage compensation of remaining emissions. 

The transaction is expected to close in the course of 2025 and is subject to customary regulatory conditions.

About Stellantis 

Stellantis N.V. (NYSE: STLA / Euronext Milan: STLAM / Euronext Paris: STLAP) is one of the world’s leading automakers aiming to provide clean, safe and affordable freedom of mobility to all. It’s best known for its unique portfolio of iconic and innovative brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, FIAT, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Stellantis is executing its Dare Forward 2030, a bold strategic plan that paves the way to achieve the ambitious target of becoming a carbon net zero mobility tech company by 2038, with single-digit percentage compensation of the remaining emissions, while creating added value for all stakeholders.  

About CATL

Contemporary Amperex Technology Co., Limited (CATL) is a global leader in new energy technology innovation, committed to providing premier solutions and services for new energy applications worldwide. In June 2018, the company went public on the Shenzhen Stock Exchange with stock code 300750. In the year 2023, CATL’s EV battery consumption volume has ranked No.1 in the world for seven consecutive years, and it has ranked first in the market share of global energy storage battery shipment for three straight years. CATL also enjoys wide recognition by global EV and energy storage partners. Committed to making outstanding contribution to energy transition of mankind, CATL in 2023 announced its strategic goals of achieving carbon neutrality in core operations by 2025 and across the battery supply chain by 2035.

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China Energy Alliance Signs EPC Contract for Mega Solar and Storage Project in the Philippines

On November 18, a consortium comprising China Energy International Engineering (Energy China) and the Guangdong Electric Power Design Institute inked an EPC (Engineering, Procurement, and Construction) contract with Manila Electric Company (Meralco) for the Terra Phase I West District Integrated Photovoltaic and Energy Storage Project. This project marks a significant milestone as Terra is poised to become the largest integrated photovoltaic and energy storage power station in Southeast Asia.

 

Strategically located in the Philippines, the comprehensive development is designed to harness substantial renewable energy resources, boasting a total planned capacity of 3.5 gigawatts (GW) of photovoltaic (PV) power and 4.5 gigawatt-hours (GWh) of energy storage. The Phase I project, which was recently contracted, encompasses 1.4 GW of PV capacity and 3.3 GWh of energy storage capacity. Construction activities are scheduled to commence in November 2024, with the facility expected to enter commercial operation by 2026.

 

This ambitious project underscores the commitment of both Chinese and Philippine entities to advance renewable energy infrastructure and promote sustainable development in the region. By integrating advanced solar technology with robust energy storage solutions, the Terra project aims to enhance grid stability, reduce carbon emissions, and ensure a reliable and sustainable power supply for the local community and beyond.

NSW approves 2 GWh battery energy storage system

AGL has secured planning approval from the New South Wales (NSW) government to develop a 500 MW / 2,000 MWh battery energy storage system, named the Tomago battery, near Newcastle on the Central Coast. The $1 billion (USD 650 million) project will be situated next to two Transgrid-owned substations within the Hunter-Central Coast Renewable Energy Zone.

 

The NSW Department of Planning, Housing and Infrastructure highlighted that the battery will facilitate the state's transition to renewable energy sources, enhance regional and statewide benefits, and improve energy security and reliability through frequency and system restart auxiliary services. Travis Hughes, AGL's General Manager of Power Development, noted that this approval is a significant milestone in AGL's broader renewable energy strategy.

 

AGL’s 500 MW, four-hour grid-scale battery, the Tomago project, has the potential to provide additional firming capacity for the company’s New South Wales (NSW) customers and contribute to AGL’s goal of adding 12 GW of renewables and firming to its portfolio by 2035. The project, estimated to cost $1.068 billion, is slated for a final investment decision in 2025, with construction expected to begin in 2026, creating around 200 jobs during the construction phase.

 

The Tomago battery is part of NSW’s expanding network of 57 large-scale batteries approved to aid the transition to clean energy. NSW Planning Minister Paul Scully emphasized the importance of battery energy storage systems in providing firming capacity, enhancing the reliability of the network, and supporting the shift to renewable energy sources.

 

This project will complement AGL’s existing grid-scale battery assets, including the 250 MW / 250 MWh Torrens Island battery in South Australia and the 50 MW / 50 MWh Broken Hill battery in western NSW, both operational since August 2023 and August 2024, respectively. Additionally, AGL is developing a 500 MW, two-hour duration battery at the former Liddell coal-fired power plant site in the NSW Hunter Valley, with operations set to commence in mid-2026.

Summary of Global Energy Storage Market Tracking (Q3 2024)

China market: Pumped Hydro Storage share falls below 50% for the first time. Non-hydro Storage accumulative installations surpass 50GW for the first time.

According to CNESA DataLink's Global Energy Storage Database, as of the end of September 2024, the cumulative installed capacity of operational energy storage projects in China reached 111.49 GW. This includes pumped hydro storage, molten salt thermal storage, and other non-hydro storage technologies, marking a year-on-year increase of 48% and a 29% rise since the end of 2023. The share of pumped hydro storage in the total installed capacity fell below 50% for the first time. Among these, the cumulative installed capacity of non-hydro energy storage surpassed 50 GW for the first time, reaching 55.18 GW/125.18 GWh. Power capacity grew by 119% year-on-year, while energy capacity surged by 244% year-on-year. 

Fig 1: Cumulative installed capacity distribution of total energy storage projects in China (as of the end of Sep 2024), unit: MW%

In the first three quarters of 2024, newly operational non-hydro energy storage installations reached 20.67 GW/50.72 GWh, representing year-on-year growth of 69% in power capacity and 99% in energy capacity. In Q3 alone, newly installed capacity amounted to 6.79 GW/16.89 GWh, showing year-on-year increases of 62% and 99%, but quarter-on-quarter declines of 29% and 26%, respectively. 

Fig 2: Cumulative Installed Capacity of Operational Non-hydro Energy Storage Projects in China (as of Sep 2024)

China EPC bidding update of 2024 Q3: Bidding reaches record high, energy storage system bid prices hit historic lows

In the first three quarters of 2024, the bidding volumes for battery systems, energy storage systems, and EPC projects all exceeded the same period of 2023 in terms of energy capacity. Among these, EPC bidding reached its highest-ever quarterly volume in Q3, approaching 50 GWh. Large-scale projects, particularly those exceeding 500 MWh and even GWh-level, saw a significant increase in EPC bidding announcements. State Power Investment Corporation (SPIC) led with a bidding volume exceeding 7 GWh.

Fig 3: Distribution of Typical Bidding Types (Jan–Sep 2024) (Unit: GWh)

Fig 4: Top 10 EPC Bidders by Scale (Jan–Sep 2024) (Unit: GWh)

Energy storage system bid prices hit a record low

In the first three quarters, the average bid price for domestic non-hydro energy storage systems (0.5C lithium iron phosphate systems) was 622.90 RMB/kWh, a year-on-year decline of 50%. While bid prices remained relatively stable in the first half of the year, they reached a historic low of 578.11 RMB/kWh in Q3, particularly in September. This marks a 42% year-on-year decrease, a 4% quarter-on-quarter decline, and a 26% drop compared to early 2024. For the first time, prices fell below 500 RMB/kWh. 

This downward trend was partly driven by falling upstream lithium carbonate prices, which fluctuated around 100k–110k RMB/ton in the first half of the year. Since late June, prices declined steadily, dropping below 80,000 RMB/ton in September due to inventory reductions and weakened downstream demand.

Note: 0.5C lithium iron phosphate battery energy storage system, excluding user side application; The average bid price is the arithmetic average of the bid price of each project in the statistical period. 

Fig 5: Trends in Energy Storage System and EPC Bid Prices (Jan 2023–Sep 2024) (Unit: RMB/kWh)

United States: the new installed capacity is 6.5GW+ in the first three quarters. Q3 installation declines after record Q2

As of September 2024, the U.S. added 27.1 GW of cumulative operational battery storage, a year-on-year growth of 70% and a 34% increase from the end of 2023. Newly operational installations (≥1 MW) in the first three quarters reached 6,807.4 MW, a 57% year-on-year increase. After achieving a record high in Q2, Q3 installations fell to 2,578.8 MW, a 14% quarter-on-quarter decline but a 0.4% year-on-year increase. Regionally, California continued to lead with over 40% of new installations, followed by Texas and Arizona. Independent storage projects dominated, accounting for two-thirds of the total.  

United Kingdom: Q3 Marks Installation Peak for 2024

As of September 2024, the U.K. reached 4.3 GW/5.8 GWh in cumulative operational battery storage, with an average duration of 1.33 hours. In the first three quarters, 19 new battery projects totaling 579 MW were added, a year-on-year decline of 52%. After two quarters of declining installations, Q3 achieved a new 2024 high at 259 MW, up 90% quarter-on-quarter but down 38% year-on-year. New projects in Q3 ranged from 10–50 MW with durations between 1–2.4 hours. 

Additionally, 4.3 GW of battery capacity is expected to sign capacity market agreements by October 2024. By the end of Q3, 1.4 GW of battery capacity for the 2024/25 market had yet to connect, with an estimated 280–780 MW to come online in Q4. 

Germany: Slowing Growth in Monthly Installations

In the first three quarters of 2024, Germany added 2,672.5 MW/3,965.3 MWh of battery storage, a slight year-on-year decline of 3%/5%. Q3 installations reached 716.9 MW/1,138.7 MWh, down 28%/25% year-on-year and 23%/16% quarter-on-quarter. 

Residential storage accounted for 88% of new installations in both Q3 and year-to-date figures (by energy capacity). By September 2024, Germany's cumulative battery storage installations totaled 10.3 GW/15.9 GWh, with residential systems making up 85% of the total. Over 1.5 million residential systems have been installed, with over 400,000 added in the first three quarters of 2024.

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Summary of Global Energy Storage Market Tracking (Q2 2023)

Pumped hydro accounted for less than 70% for the first time, and the cumulative installed capacity of new energy storage(i.e. non-pumped hydro ES) exceeded 20GW.

According to incomplete statistics from CNESA DataLink Global Energy Storage Database, by the end of June 2023, the cumulative installed capacity of electrical energy storage projects commissioned in China was 70.2GW, with a year-on-year increase of 44%. The cumulative installed capacity of pumped hydro dropped to 69.1% by the end of June this year, which was below 70% for the first time after it was below 80% for the first time at the end of last year. The cumulative installed capacity of new energy storage projects is 21.1GW/44.6GWh, and the power and energy scale have increased by more than 225% year-on-year.

Figure 1: Cumulative installed capacity (MW%) of electric energy storage projects commissioned in China (as of the end of June 2023)

Figure 2: Cumulative installed capacity of new energy storage projects commissioned in China (as of the end of June 2023)

In the first half of 2023, China's new energy storage continued to develop at a high speed, with 850 projects (including planning, under construction and commissioned projects), more than twice that of the same period last year. The newly commissioned scale is 8.0GW/16.7GWh, higher than the new scale level last year (7.3GW/15.9GWh). The newly-added projects were mainly put into operation in June, and the capacity reached 3.95GW/8.31GWh, accounting for 50% of the total increased capacity of operarting projects in the first half of the year. It is expected that it will continue to maintain a rapid growth in the second half of the year, and the installed capacity will increase by 15-20GW in 2023.

Figure 3: Installed capacity of new energy storage projects newly commissioned in China (2023.H1)

In the first half of the year, the capacity of domestic energy storage system which completed procurement process was nearly 34GWh, and the average bid price decreased by 14% compared with last year.

In the first half of 2023, a total of 466 procurement information released by 276 enterprises were followed. The bidding volume of energy storage systems (including energy storage batteries and battery systems) was 33.8GWh, and the average bid price of two-hour energy storage systems (excluding users) was ¥1.33/Wh, which was 14% lower than the average price level of last year and 25% lower than that of January this year.

Figure 4: Capacity of main types of energy storage bidding in the first half of 2023

Figure 5: Trend of average bid price in energy storage system and EPC (2023.H1, unit: CNY/kWh)

About Global Energy Storage Market Tracking Report

Global Energy Storage Market Tracking Report is a quarterly publication of market data and dynamic information written by the research department of China Energy Storage Alliance (CNESA).

About CNESA Data Link Global Energy Storage Database

Independently built by CNESA, CNESA DataLink Global Energy Storage Database is an intelligent data service platform for energy storage industry, providing important data support for government agencies, power generation groups, power grid companies, energy storage enterprises, industry organizations, investment and financing institutions, etc. to understand the market status, judge future trends, assist decision-making, and make plans.

You can visit the website of CNESA, www.esresearch.com.cn, to learn more about research products on energy storage industry.

Please contact CNESA if you have any questions:

Tel.: 010-65667066

Email: jing.chen@cnesa.org

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10MW for the First Phase! The World's First Salt Cavern Compressed Air Energy Storage Power Station Officially Enters Commercial Operation

On September 23, Shandong Feicheng Salt Cave Advanced Compressed Air Energy Storage Peak-shaving Power Station made significant progress. The first phase of the 10MW demonstration power station passed the grid connection acceptance and was officially connected to the grid for power generation. This marked the world’s first salt cave advanced compressed air power station. The energy storage power station has entered a state of formal commercial operation. The Feicheng Salt Cave Compressed Air Energy Storage Power Station technology was developed by the Institute of Engineering Thermophysics, Chinese Academy of Sciences. This technology has the advantages of large scale, low cost, long life, and environmental friendliness. It is one of the most promising large-scale energy storage technologies.

该项目利用肥城地下丰富的盐穴资源。当电网负荷较低时,空气经压缩机压缩后进入盐穴储存。当电网负荷达到峰值时,释放高压空气驱动膨胀机做功,带动发电机发电。实现电力系统调峰、调相、旋转备用、应急响应、黑启动等功能。该项目正式并网发电。这是我国盐穴压缩空气储能领域的一个重要里程碑,将我国压缩空气储能技术提升到一个新的水平,具有划时代的意义。

项目实施和试运行过程中,得到了泰安市委市政府、肥城市委市政府、肥城市经济开发区、泰安能源局、国网泰安的大力支持供电公司和肥城供电公司为项目的正式商业运营提供了条件。强有力的保证。

该项目负责人表示,肥城压缩空气储能国家示范电站正式投运,将有力推动电力系统运行管理发生重大变革,有力支持能源革命,提高发电比重可再生能源发电,助力“碳中和”目标的实现,带动相关产业发展,服务肥城经济发展。

Guangxi’s Largest Peak-Valley Electricity Price Gap is 0.79 yuan/kWh, Encouraging Industrial and Commercial Users to Deploy Energy Storage System

9月7日广西发改委发布《关于完善广西谷分时电价公众机制征求意见的公告》,鼓励企业用户降低峰值用电——提高谷地利用、配置能源、能源能源综合利用。电力,通过改变用电时间段来降低用电成本。

文件提出在电价持平的基础上高度聚合最大50%,形成峰谷电价,在峰谷电价上浮20%,形成峰谷电价。据北极星网恢复,广西政策峰谷差价达到0.7932元/千瓦时,形成同时,广西单日电价十二峰分别对应谷两个谷,有用户仰峰侧支撑项目的发展。

此外,文件还了低谷蓄热电锅和冷库电动汽车充电桩、农业冷链物流等的电价政策,从而实现了高峰设备期。

广东、广东、浙江感应发出分时电价政策,包括:

广东的峰谷比由现在的1.65:1:0.5调整为1.7:1:0.38。高峰电价在上述峰谷分时电价的高峰电价基础上调25%。峰谷间最大峰谷差价达到1.1735元/千瓦时,峰谷价也为0.8877元/kWh。将于2021年10月1日开始实施。

浙江峰谷峰谷差价与谷电价超过0.82元/电价电价时。其中,大工业电价与电价工商业电价存在差异。低大工业电价电价1、7、8月份。将于2021年10月15日日起实施。

Shandong Revises the Operating Rules of the Power Auxiliary Service Market

9月3日,山东省能源整合办公室引用发布了《山东省电力服务辅助市场规则运行》(2021年修订)(征求稿)。经验从6元/兆瓦改为8元/兆瓦,再降6元/兆瓦,重上调至8元/兆,增加了用户付费调峰辅助服务和虚拟设备紧急辅助服务,还有最小化用户调整时间不小于2小时最小响应能力,不小于1兆瓦。

文件备份,辅助设备作为个人参与的电力服务,充电功率可以不小于5MW,连续充电时间不小于2小时,即恢复容量不小于5MW/10MWh。

调峰:参与有偿调峰交易的设备,包括独立能源设备和集中式新站配套设施。设备提前提供次日充电能力、可调用能源(调用时长电池)11小时)、交易价格。可以声明3个生命周期。

当火电机组调峰低速运行通知时,参与充电调调峰应用服务为400元/瓦时。充电宝示范项目有偿调交易时,不收费,200/200/瓦时通知。于最大时间出力的50% ,电力调度机构将优先使用启动启动应用项目。

AGC调频:试运行,AGC调频辅助服务监控价暂定执行8元/MW,下限0元/MW。的,提前调用综合调节性能指标的或功能。

The National Energy Board Solicits Opinions on the new version of the "Two Rules", and the New Type of Energy Storage is Listed as a Market Entity

On August 31, the Comprehensive Department of the National Energy Board issued an announcement on the public solicitation of opinions on the "Administrative Regulations on Grid-connected Entity and Operation (Draft for Comments)" and "Administrative Measures for Auxiliary Services of the Power System (Draft for Comments)". The "Regulations" and "Measures" will be implemented from the date of promulgation, with a validity period of 5 years.

The "Administrative Regulations on Grid-Connected Operation of Grid-connected Entities" apply to the thermal power, hydropower, nuclear power, wind power, photovoltaic power generation, pumped storage, new energy storage and other grid-connected entities that are directly dispatched by provincial-level and above power dispatching agencies, and can respond to provincial-level and adjustable loads ordered by the above power dispatching agencies (including those aggregated through aggregators, virtual power plants, etc.), self-supplied power plants, and conditionally participating grid-connected entities that can be indirectly dispatched by municipal-level and below power dispatching agencies (Collectively referred to as grid-connected entities).

The “Regulations” point out that the grid-connected entities on the power generation side should work with grid companies in accordance with the principles of equality and mutual benefit, consensus and ensuring the safe operation of the power system, with reference to the "Grid-connected Dispatching Agreement (Model Text)" and "Power Purchase and Sale Contract (Model Text) 》Sign the grid-connected dispatch agreement and the electricity purchase and sale contract in time, and must not connect to the grid without agreement. Other grid-connected entities shall sign relevant agreements and contracts in accordance with relevant regulations.

When a grid accident or network security incident occurs, the grid-connected entities on the power generation side shall not be connected to the grid until the cause has been identified, and other grid-connected entities shall not participate in grid regulation before the cause has been identified.

The "Administrative Measures for Power System Auxiliary Services" apply to the provision, invocation, assessment, compensation, settlement and supervision and management of power auxiliary services within the dispatching jurisdiction of power dispatch agencies at the provincial level and above. The main power auxiliary service providers include thermal power, hydropower, and nuclear power. Grid-connected entities (collectively referred to as “grid-connected entities,” such as wind power, photovoltaic power generation, pumped storage, new energy storage, etc., as well as user-adjustable loads that can respond to dispatch instructions (including adjustable loads aggregated through aggregators, virtual power plants, etc.) "). The grid-connected resources and qualified self-provided power plants dispatched by electric power dispatching agencies at the municipal level and below may be included in the local electric power auxiliary service management implementation rules or market transaction rules.

The "Measures" pointed out that when the agencies dispatched by the National Energy Board formulate the implementation rules for the management of auxiliary power services, in principle, they mainly stipulate the relevant mechanisms for the types of auxiliary power services obtained through voluntary provision and fixed compensation; in formulating the auxiliary power service market When trading rules, it mainly stipulates the relevant mechanisms of primary frequency modulation, secondary frequency modulation, peak shaving, standby, moment of inertia, climbing and other electric auxiliary service varieties obtained through marketization.

Power users participate in the ancillary service are involving in a sharing mechanism. According to the principle of “ provides, benefits, and bears” principle, gradually establish an ancillary service sharing and sharing mechanism in which power users participate, and differentiate the sharing of different types of power users according to local conditions. Power users can participate in power auxiliary services through independent participation and entrusted-agent participation.

Cross-province and cross-regional power transmission supporting power supply units, "point-to-grid" units, "point-to-point" units, and "network-to-grid" units shall be included in the management of auxiliary power services in accordance with these measures, and be connected to the receiving end or the transmitting end according to actual operation conditions. The power grid participates in auxiliary power services, in principle, it does not repeatedly participate in the transmission and management of auxiliary power services at both ends.

The new version of the "Two Rules" expands the new main body of grid-connected operation management and auxiliary services, adds new types of power auxiliary services, improves the new mechanism for sharing and sharing auxiliary services, reduces the increasing auxiliary service costs of power system operation, and improves more flexibility. The market-based price competition mechanism further reduces system operating costs. The new version of the document lays a new foundation for the construction of my country's auxiliary service market, improves the deficiencies of the original mechanism under the new situation, conforms to the new changes and new needs of my country's energy structure transformation, and matches the reform and construction of my country's power market, which will be effective stimulate the vitality of the market and promote the continuous emergence of new business models.

The new version of the "Two Rules" covers all key elements such as new grid-connected entities, new types of auxiliary services, technology access, participation mechanisms, demand determination, invocation mechanisms, assessment mechanisms, compensation mechanisms, and apportionment mechanisms, indicating that the country will give full play to The determination of the market mechanism, only through the formation of transaction prices through the market mechanism, reducing the cost of system auxiliary services, and optimizing system operation efficiency, can the decisive role of the market in resource allocation be better played, and new energy storage, virtual power plants, etc. can be better played The value and role of new technologies.

After the release of the new "Two Rules", it will be able to better guide the construction and implementation of the local auxiliary service market. In this process, we believe that energy storage as a new technology and new entity will fully participate in the construction and competition of the market Play its role and value. In this process, the China Energy Storage Alliance is preparing to establish an auxiliary service committee, which will provide think tank support for all parties in the industry, and jointly promote energy storage to participate in related work in the auxiliary service market.

The First Domestic Commercial Power Station with Compressed Air Energy Storage Connected to the Grid

On August 4, Shandong Tai'an Feicheng 10MW compressed air energy storage power station successfully delivered power at one time, marking the smooth realization of grid connection of the first domestic compressed air energy storage commercial power station. The Feicheng 10 MW compressed air energy storage power station equipment was developed by the Chinese Academy of Sciences. Taking full advantage of the natural advantages of good airtightness and high stability of underground salt caverns in the bordering yard of Feicheng, Tai'an, the air is compressed into the salt cavern cavity when the grid load is low, and the exhaust gas is used to drive the generator to generate electricity when the grid load peaks, so as to realize auxiliary grid reduction. The smooth implementation of the project will play a demonstrative and leading role in enhancing system regulation capabilities, ensuring the safe and stable operation of the power grid, and improving new energy load support capabilities.

China 's First Regional Frequency Regulation Auxiliary Service Market Operates

With the approval of the Southern Regulatory Bureau of the National Energy Administration, the country's first regional ancillary service market with FR services as trading product-the Southern China Regional FR Auxiliary Service Market will be officially put into operation on July 1. Since it started in Guangdong in September 2018, the southern regional FR auxiliary service market has expanded to four provinces: Guangdong, Guangxi, Yunnan, and Hainan. The market has "distributed orders" (frequency regulation mileage instructions) more than 48 million times, and market compensation costs amounted to RMB2.82 billion, allowing more participants to earn the dividends of market-oriented reforms.

Industry insiders have vividly compared the southern regional FR auxiliary service market to an online car-hailing platform. Power dispatch agencies are similar to online car-hailing platform operators, which issue system adjustment requirements (frequency regulation mileage instructions) based on the real-time load, operating conditions, and frequency fluctuations of the power system, similar to the “order dispatching” of online car-hailing platforms; Each power generation unit is similar to a "driver" who grabs orders, and submits an adjustment application to the dispatching agency based on its own adjustment performance and market quotation; after the order is successfully grabbed (confirmed as the winning unit), it is responsible for the system frequency adjustment according to the frequency control instruction issued by the dispatching agency, and receives the order perform the tasks required by the order. "Drivers" who take orders quickly and run orders on time (fast adjustment rate) and good service attitude (accurate adjustment) can often receive more system orders (frequency regulation instructions) and get more "commissions" (compensation benefits for auxiliary services) ).

Through the market-oriented model of “delivering orders”, “grabbing orders”, “acquiring orders” and “settlement”, the four provinces of Guangdong, Guangxi, Yunnan, and Hainan competed in the frequency modulation service market in the southern region. Provide FR auxiliary services to bring substantial market compensation returns to participants. A thermal power plant in Guangdong Province that has been in operation for many years has greatly improved its output performance by installing energy storage devices. By participating in the competition of frequency regulation auxiliary services, the annual service revenue exceeds 30 million yuan, exceeding its power generation revenue.

CATL Released 58.2 billion Yuan for Fixed Increase Plan

On the evening of August 12, CATL issued a series of announcements including the "Preplan for Issuing Shares to Specific Objects". According to the announcement, CATL will determine the number of shares to be issued to specific targets based on the total amount of funds raised divided by the issue price, and at the same time, it will not exceed 10% of the company's total share capital before the issuance, that is, not more than 232,900,780 shares (including the amount), and The number of registrations approved by the China Securities Regulatory Commission shall prevail. The total amount of funds raised from the issuance of shares does not exceed RMB58.2 million (including the amount). After deducting the issuance expenses, it is planned to be used for all projects such as battery production, advanced technology research, development and application, and to supplement working capital.

This fundraising is used to expand the power and energy storage battery production capacity to 137GWh. It is expected that CATL's production capacity is expected to exceed 200/600GWh by the end of 2022, and promote the industry to accelerate into the "TWh" era. The supply chain of related lithium battery equipment and lithium battery materials is expected to benefit. In addition, CATL has increased investment in energy storage capacity and technology. As an industry leader, the company is expected to promote the development of the energy storage industry through innovation, and the progress has exceeded expectations.

National Development and Reform Commission Released Policy on Time-of-use Power Prices: Perfect Peak-valley Electricity Prices and Establish Peak Electricity Prices

On July 29, the NDRC issued the "Notice on Further Improving the Time-of-Use Electricity Price Mechanism", requesting to further improve the peak-valley electricity price mechanism, establish a peak electricity price mechanism, and improve the seasonal electricity price mechanism.

1. Improve the peak-valley price mechanism.

l  Scientifically divide peak and valley periods. All localities should consider the local power supply-demand status, system power load characteristics, the proportion of new energy installed capacity, system adjustment capabilities, and other factors. Determine the period of tight system supply with high marginal power supply costs as peak hours, and guide users to save electricity, shift and avert peak hours. Determine the period when the system supply and demand are loose and the marginal power supply cost is low as the valley period to promote the consumption of new energy and guide users to adjust the load. Where the proportion of installed renewable energy power generation capacity is high, full consideration should be given to the fluctuation of new energy power generation output and the changing characteristics of the net load curve.

l  Reasonably determine the peak-valley price. All localities should consider the local power system peak-valley ratio, the proportion of new energy installed capacity, system adjustment capacity, and other factors, and reasonably determine the peak-valley price gap. When the peak-valley ratio is expected to exceed 40% in the previous year or the current year, in principle, the electricity price difference should not be less than 4:1; and it should not be less than 3:1 in other places.

2. Establish a peak electricity price mechanism.

l   All localities should implement a peak electricity price mechanism based on actual peak and valley electricity prices conditions. The peak period should be reasonably determined according to when the highest load of the local power system is 95% or more of the electricity load in the previous two years and should be flexibly adjusted in consideration of the power supply and demand of the year, weather changes, and other factors; the peak power price rises on the basis of the peak power price in principle not less than 20%. Where cogeneration units and renewable energy have a large proportion of installed capacity, and where the contradiction between phased oversupply and demand in the power system is prominent, a deep valley electricity price mechanism can be established concerning the peak electricity price mechanism. Strengthen the coordination of peak-valley electricity price mechanism and power management policies, and fully tap the demand side adjustment capabilities.

3. Improve the seasonal electricity price mechanism.

l  Where there are obvious seasonal differences in daily power load or power supply and demand, it is necessary to further establish and improve the seasonal power price mechanism, divide the peak and valley periods by seasons, and set the seasonal peak and valley price difference reasonably; where the proportion of renewable energy such as hydropower is significant. It is necessary to comprehensively consider the complementary factors of wind and water, and further establish and improve the high and low electricity price mechanism. The high and low periods should be reasonably divided according to the characteristics of water and wind and solar output over the years, and the floating rate of electricity price should be set reasonably according to the supply and demand of the system. Encourage the northern regions to study and formulate seasonal electricity heating price policies, and promote the further reduction of clean heating electricity costs by appropriately extending the trough period and reducing the valley section of the electricity price, and effectively guaranteeing residents' demand for clean heating in winter.