南方能源建设 (Dec 2022)
Suggestions on Supporting Policies for New Energy Storage in Guangdong
Abstract
[Introduction] New energy storage is one of the important means to improve the system's adjustment ability, and it is an important part of building a new power system. It is necessary to clarify the market positioning of new energy storage, and to study and improve the cost allocation and price mechanism of new energy storage, which will help guide its health, orderly and efficient development. [Method] The relevant policies and operation of new energy storage at home and abroad were sorted out, the function and role of new energy storage in the power system was analyzed. Combined with the actual situation of Guangdong power system, the scale demand of new energy storage construction before 2030 was studied. Based on the current price mechanism in Guangdong, the energy storage economy of power generation, power grid (independent), user-side was estimated, the current situation and existing problems of Guangdong's new energy storage policies were analyzed. Guangdong's new energy storage supporting policies and mechanism suggestions were comprehensively put forward. [Result] From the perspective of peak shaving and frequency regulation, there is no urgent need for new energy storage in Guangdong before 2030, there is no clear cost recovery mechanism for new energy distribution and energy storage, and photovoltaics and onshore wind power have a small amount of cost digestion space for strong distribution of energy storage, offshore wind power does not have the cost digestion space for strong distribution of energy storage. The business model of grid-side (independent) energy storage is not yet clear, and benefits can be obtained through ancillary services and spot electricity price difference, but the operating rules need to be further clarified, and it is not yet economical. The user-side energy storage business model is relatively clear. According to the current peak-valley electricity price policy, it has certain economic benefits, but the investment recovery period is long and it faces the risk of policy changes. [Conclusion] The new energy storage is divided into two types: market-oriented and non-market-oriented. The former is invested by various market entities other than the power grid. Under reasonable prices and operating mechanisms, profits are obtained through market-oriented channels, and a reasonable new energy storage system is formed by market regulation. energy scale and layout; the latter is invested by the grid company, and the cost is recovered through the transmission and distribution price.
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