News

Committed to providing hydrogen fuel cell systems and power battery energy storage system application solutions

Company News

Industry dynamics

Energy storage information: industry hot spot tracking!

Release time:

2024-10-09

Source:

National Policy and Highlights

The National Standardization Administration issued a notice for public comments on three proposed national standard projects related to energy storage (September 26)
A few days ago, the State Administration of Market Supervision and Administration (National Standardization Management Committee) issued a batch of public announcements of proposed projects. Three of these standards are related to energy storage. They are "Technical Specification for Electrochemical Energy Storage Network Converter", "Guidelines for Safety Evaluation of Electrochemical Energy Storage Power Station" and "Flywheel Energy Storage Converter for Electric Energy Storage".

The General Office of the Ministry of Industry and Information Technology issued a notice on the issuance of the guidelines for the construction of the photovoltaic industry standard system (2024 edition). (September 25)

The document clearly states,Specification of the technical requirements for the combination of photovoltaic and energy storage optical storage system, including optical storage system design, acceptance, operation and maintenance, evaluation and other standards;

Standard for optical storage components. Specification of technical requirements for electrical components used in photovoltaics combined with energy storage systems, includingoptical storage integrated machine,Charge and discharge controllerand other standards.

The National Energy Administration issued a notice on the basic rules for the registration of the electricity market.(September 24)
The document identifies power generation companies, power sales companies, power users, new energy storage, virtual power plants, smart microgrids, and,distributed power supplyThe basic conditions for 8 types of business entities, such as electric vehicle charging facilities, to enter the electricity market.

Basic conditions for new energy storage enterprises:

(I) sign grid-connected dispatching agreements with power grid enterprises and access power dispatching automation systems;

The (II) has the conditions for time-sharing measurement and transmission of power and electricity data, and the accuracy and reliability of the data meet the settlement requirements;

(III) meet the corresponding technical conditions such as maximum charge and discharge power, maximum regulation capacity and continuous charge and discharge time, and the specific values shall be subject to relevant standards or regulations of relevant national and local departments;

(IV) with the construction of new energy storage and affiliated business entities as one, with independent measurement, control and other technical conditions, access to the power dispatch automation system can be monitored and dispatched by the power grid, with legal personality can choose to turn into an independent new energy storage project, as the business entity directly participate in the power market transactions.

The National Development and Reform Commission issued the "Carbon Peak Carbon Neutralization Major Declaration Fourth Anniversary" Top Ten Actions for Carbon Peak Achieving Positive Results "(September 23)
On September 23, the National Development and Reform Commission issued the "Carbon Peak and Carbon Neutralization Major Declares the Fourth Anniversary of the" Top Ten Actions for Carbon Peak "and achieved positive results. Since 2020, the National Development and Reform Commission and various regions and departments have promoted the" Carbon Peak Ten Actions "The progress of the" Top Ten Actions "is described.

Among them, it is pointed out that the construction of new power system is advancing steadily. The ability to allocate power resources across provinces and regions has continued to improve. By the end of 2023, the country's power transmission capacity from west to east will reach 0.3 billion kilowatts, an increase of 40 million kilowatts over the end of 2020. The flexible adjustment capacity of the power system has been continuously enhanced. By the end of 2023, the installed capacity of thermal power with flexible adjustment capacity is nearly 0.7 billion kilowatts. By the end of June this year, the installed capacity of pumped storage was 54.39 million kilowatts,The new energy storage scale reaches 44.44 million kW/99.06 million kWh and the average energy storage time is 2.2 hours.

Local Policy and Highlights

The Guangdong Provincial Development and Reform Commission issued a notice on publicly soliciting opinions on the "Guangdong Province New Energy Storage Power Station Construction and Operation Management Measures (Draft for Solicitation of Comments).(September 24)

The approach appliesNew energy storage power stations connected to the public power grid of 10(6) kV and above in Guangdong Province and providing external servicesThe planning, construction and operation of other new energy storage power stations shall be implemented with reference to these Measures.

Power grid enterprises should reasonably arrange the operation mode of the power grid, optimize the dispatching operation procedures and calling standards of new energy storage power stations, scientifically dispatch new energy storage power stations, encourage new energy storage to participate in the power market, and carry out dispatching operation in accordance with market rules. The new energy storage power station shall be incorporated into the management of the grid-connected main body according to the requirements and subject to the unified scheduling of the power dispatching organization. The secondary systems such as monitoring system and communication information shall be standardized and configured, and the operation status information shall be uploaded to the power dispatching organization according to the requirements, so as to meet the measurable operation data and energy storage status and realize the adjustable and controllable energy storage output.

Encourage the expansion of new energy storage power station application scenarios, in accordance with local conditions, flexible and diverse principles, in the source network storage integration, virtual power plants, microgrids, "multi-station integration", new infrastructure and other fields to promote the integration of new energy storage power station applications.

Zhejiang Provincial Energy Bureau issued the "Notice of the Provincial Energy Bureau on Printing and Distributing the 2024 New Energy Storage Construction Plan" (hereinafter referred to as the "Notice") (September 21)

Recently, the Zhejiang Provincial Energy Bureau issued the "Provincial Energy Bureau on the issuance of the 2024 new energy storage construction plan notice" (referred to as the "notice"). The document disclosed the 2020 new energy storage construction plan in Zhejiang Province, with a total of 19 projects with a scale of 1470MW/2866MWh. It involves three scenarios: fire storage joint FM, grid side and user side. The "Notice" emphasizes that it is necessary to ensure that the project starts before the end of 2024 and is connected to the grid before the end of June 2025.

The number and scale of projects in each scenario are as follows:

3 on power side, 74MW/74MWh

11 on grid side, 1330MW/2660MWh

5 on the user side, 66MW/132MWh

The Development and Reform Commission of Dingxi City, Gansu Province issued an announcement on soliciting opinions on the "Dingxi Electric Power Development Plan (Draft for Solicitation of Comments).(September 19)
The document mentions the Dingxi City energy storage construction program, whichThe minimum scale of the overall planning and energy storage projects under construction is 2080MW/4860MWh.

Among them, during the "14th Five-Year Plan" to the "15th Five-Year Plan" period, the installed capacity of new energy projects in Dingxi City reached 7.3 million kilowatts, and the power side energy storage needs to be at least 730000 kilowatts/1.46 million kilowatt-hours.

Grid-side energy storage, mainly electrochemical energy storage, some projects can be explored.compressed air energy storageand hydrogen storage. The planning proposes to lay out power grid-side energy storage projects in Lintao County, Weiyuan County and Zhangxian County, with a capacity of not less than 200 MW and a recommended charging and discharging duration of not less than 2 hours.

And the document proposed that the current Dingxi city power grid resources are relatively tight, can be in the current planning and construction of public network substation side construction of shared energy storage.

International dynamics

American market:The installed scale is low, and the interest rate cut is expected to promote the growth of industrial and commercial energy storage.

AccordingWood MackenzieAccording to the data, in the first quarter of 2024, the new energy storage installed capacity in the United States was 1.26GW/3.51GWh, of which the industrial and commercial part only added 19.4MW/44.4MWh, down 78% year-on-year. At present, the industrial electricity price in the United States is lower than the commercial electricity price, and the commercial electricity price is lower than the residential electricity price, which makes the economy of industrial and commercial energy storage inferior to household energy storage. In addition, high interest rates have also suppressed the demand for industrial and commercial energy storage. However, the Federal Reserve recently announced a rate cut, a measure that is expected to stimulate demand growth for U.S. industrial and commercial energy storage.

U.S. Department of Energy: More than $3 billion to support the development of the country's battery manufacturing industry

On September 20, the U.S. Department of Energy announced that more than $3 billion will be allocated to 25 selected projects in 14 states to promote the production of more advanced batteries and battery materials in the United States.

European market: industrial and commercial energy storage is growing rapidly, Italy and Germany have broad development prospects

AccordingSolar Power EuropeAccording to the data, the new industrial and commercial energy storage in Europe will reach 1.6GWh in 2023, accounting for 9% of the total new addition. Commercial and industrial energy storage is expected to add 2.7GWh by 2024, and by 2028, this number is expected to increase to 19.5GWh. At present, the market is mainly concentrated in Germany and Italy and other countries, showing a broad space for development.

Swiss investment fund SUSI will build 3.5GWh independent energy storage project in Chile (recently)

Swiss investor SUSI Partners will fund the development of the 860MW/3.5GWh energy storage project in Chile. The deal will invest in 22 independent energy storage projects developed by BIWO Renewable Energy in central and southern Chile through its SUSI Energy Transition Fund (SETF). The first projects are expected to be ready for start-up in the first half of 2025. Each project energy storage time is four hours!

Key words:

Energy storage information: industry hot spot tracking!

Schools and Enterprises Join Hands for Two-way Empowerment | Warmly Welcome Xi 'an University of Science and Technology to Visit and Exchange with Our Company

Energy storage information: industry hot spot tracking!

Schools and Enterprises Join Hands for Two-way Empowerment | Warmly Welcome Xi 'an University of Science and Technology to Visit and Exchange with Our Company