According to data from the National Energy Administration, the new installed capacity of wind and light in 2020 will hit a record high of 120GW.
State Power Investment Corporation, National Energy Group, State Grid...
According to data from the National Energy Administration, the new installed capacity of wind and light in 2020 will hit a record high of 120GW. As of the end of 2020, my country's wind power and photovoltaic grid-connected installed capacity reached 280 million kilowatts and 250 million kilowatts respectively. And under the macro background of the national “30·60” carbon emission reduction, the installed capacity of new energy is still full of imagination.
However, as the penetration rate of photovoltaic and wind power in the entire power system continues to increase, how to adapt new energy to the grid has become a top priority. Among them, the importance of energy storage is self-evident.
As a result, at the beginning of the "14th Five-Year Plan", Shanxi, Ningxia, Qinghai, Inner Mongolia, Guizhou and other provinces have released new energy configuration energy storage plans, and photovoltaic + energy storage will also become the mainstream mode of future photovoltaic power station development.
However, it should be noted that the current economics of energy storage are still not perfect, and the rigid requirements for energy storage in photovoltaic power plants will inevitably bring additional costs to developers. According to calculations by industry insiders, at present, although the winning unit price of energy storage EPC has dropped by 23% from the beginning of 2020, based on the 20% installed capacity of the photovoltaic project and the energy storage time of 2 hours, the supporting energy storage will increase the initial investment cost of the enterprise by 8%- 10%.
1. Datong, Shanxi
On January 13, the People’s Government of Datong City, Shanxi Province issued the “Implementation Opinions of Datong City on Supporting and Promoting the High-Quality Development of the Energy Storage Industry”. The allocation ratio of energy facilities is not less than 5%; the existing new energy projects encourage enterprises to allocate appropriate amounts in phases, and prioritize the allocation of qualified users such as microgrids, incremental power distribution, and independent parks. At the same time, the document also specifies that the starting standard for energy storage products should reach a single cell capacity of 280Ah and above, and a cycle life of ≥8000 times (25℃, 0.5C charge and discharge, capacity>80%).
On January 11, the Ningxia Autonomous Region Development and Reform Commission's "Guiding Opinions on Accelerating the Healthy and Orderly Development of Energy Storage in the Autonomous Region (Draft for Solicitation of Comments)" clearly stated that the construction of energy storage facilities should be carried out in Ningdong, Wuzhong, and Zhongwei regions rich in new energy. . Build a "new energy + energy storage" demonstration application project, and promote its application in the whole region; during the "14th Five-Year Plan" period, the proportion of energy storage allocation for new energy projects will not be less than 10%, and the continuous energy storage will last for more than 2 hours. In principle, new energy storage facilities will be put into operation simultaneously with new energy projects, and existing projects will be put into operation before the end of 2021. From 2021, new energy companies that meet the above requirements will be given priority to obtain the right to develop wind and solar resources under the same conditions; for energy storage projects that meet the above requirements, support for participating in the auxiliary power service market.
On January 18th, Qinghai Province issued the "Notice on Issuing Several Measures to Support the Development of the Energy Storage Industry (Trial)". The trial draft clearly stated that it is necessary to actively promote the coordinated development of energy storage and renewable energy, and implement the integration of "new energy + energy storage" Development mode. The proportion of new energy projects with energy storage equipment is not less than 10%, and the energy storage time is more than 2 hours. And give priority support to integrated projects with a high energy storage ratio and a long time. Implement the "Hydropower + New Energy + Energy Storage" coordinated development model. New energy and energy storage systems are simultaneously configured for newly built and newly put into operation hydropower stations, so that the ratio of newly added hydropower to new energy and energy storage capacity reaches 1:2:0.2. Balance in place. In addition, the trial draft clarifies that the province’s power grid electricity sold by the self-generated and self-storage facilities in the "new energy + energy storage" and "hydropower + new energy + energy storage" projects will be given an operating subsidy of RMB 0.10 per kilowatt hour. The Ministry of Information Technology has identified projects that use more than 60% of the energy storage batteries produced in the province, and an additional subsidy of 0.05 yuan per kilowatt-hour will be added. The subsidy targets are electrochemical energy storage projects that will be put into production in 2021 and 2022. The subsidy time limit is tentatively set for January 2021. From 1st to December 31st, 2022.
Mongolia On January 25, the Energy Administration of Inner Mongolia Autonomous Region issued the "Inner Mongolia Autonomous Region Renewable Energy Power Consumption Guarantee Implementation Plan". The "Plan" calls for vigorously developing new energy and further increasing the capacity of renewable energy power consumption. The total amount of renewable energy power consumption will be more than 25%, and the high-quality development of renewable energy in the autonomous region will be promoted. In the district’s renewable energy power consumption safeguard measures, it is pointed out that the Autonomous Region Energy Bureau, together with the Autonomous Region’s Ministry of Industry and Information Technology, urge various market entities to participate in peak shaving through supporting energy storage facilities, adjustable loads, self-provided units, and thermal power flexibility transformation, etc. Measures to improve the power consumption capacity of renewable energy. Load regulation power, peak-shaving power of self-provided units, power generation of energy storage projects under the unified dispatch and operation management of the power grid, and power consumption of wind power heating projects are all recognized as consuming renewable energy power.
On November 24, 2020, the Guizhou Provincial Energy Administration issued a document requiring cities (prefectures) to report photovoltaic power generation project plans in 2021, document requirements; the declared project is a centralized photovoltaic power station, and the scale of a single project is not limited. The project site selection cannot overlap with basic farmland, nature reserve, ecological red line, etc. It must have the ability to send and consume, and it is economically feasible. Encourage the joint delivery of wind and solar, fire and light, water and light, and encourage multiple project units in the region to bundle multiple projects to improve the absorption capacity; encourage the integrated development of projects such as agriculture and light, forest and light, and fish and light. , Encourage photovoltaics to carry out control of rocky desertification and coal mining subsidence areas, make full use of various slopes, side ditches, ash yards, landfills, etc., and fully tap the land use space. Encourage project configuration to introduce photovoltaic upstream and downstream industry chain enterprises to our province. Projects submitted by project units that do not have the grid connection conditions on December 30, 2020 for photovoltaic bidding projects in 2020 will not be included in the plan; there is not enough support for photovoltaic project construction, Regional projects that are difficult for enterprises to go through and whose land costs are seriously higher than the average level of our province are not included in the plan. In the restricted areas of delivery and consumption, the planned project needs to be equipped with 10% energy storage facilities.
At the end of December 2020, Hunan took power curtailment measures due to the huge increase in power load and made it into the hot search. Subsequently, State Grid Hunan Electric Power Co., Ltd. stated that during the "14th Five-Year Plan" period, the province's electric power department will comprehensively implement policies from various aspects such as power supply, power grid, energy storage construction and load transfer to ensure that the province's economic and social development receives solid energy. support.
Among them, in terms of new energy construction, we will accelerate the promotion of the "new energy + energy storage" model, configure energy storage according to 20% of installed capacity for newly added wind power, and configure energy storage according to 10% of installed capacity for newly added photovoltaic power, so as to alleviate the contradiction between electricity supply and demand in the province.
On February 19, 2021, Shandong Provincial Energy Bureau issued the "Guiding Opinions on Provincial Energy Work in 2021", which proposes to establish independent energy storage sharing and energy storage priority participation in peak shaving dispatching mechanism, and the allocation of new energy stations is not low in principle. At 10% energy storage facilities. The scale of new energy storage facilities in the province has reached about 200,000 kilowatts.
On the power supply side, focus on promoting the construction of Laizhou Tushan Haoyang "Photovoltaic + Energy Storage", Guoneng Penglai Power Plant Thermal Energy Storage, and Huaneng Huangtai Power Plant Electrochemical Energy Storage Project; on the power grid side, accelerate the promotion of Yimeng, Wendeng, Weifang and Taian Construction of the second-phase pumped storage power station; on the user side, focus on promoting the “energy storage +” emergency power supply, power demand response and other scene demonstration applications in the coal field, and build 1-2 demonstration projects.
In fact, starting from 2020, local provinces have gradually strengthened their policy support for the deployment of energy storage for photovoltaic and other new energy projects.