Some views on energy storage

The National Development and Reform Commission, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the National Energy Administration jointly issued the "Guiding Opinions on Promoting energy storage Technology and Industrial Development", which ignited the circle of friends for a time, and the opinions and interpretations of all parties followed. Come. Some people cheered that "the spring of energy storage is coming", and some people have a lot of cold because of "no subsidies." So how do you view such an authoritative document? What should be the participants in the development of the energy storage industry? What we can do? As an ordinary "driver" in the energy storage industry, I also talk about my own views for your reference.

First, high-rise building, insight into the overall situation

Through reading the full text of the policy, I think that it can be described as “high-rise building and insight into the overall situation”. The “Guiding Opinions” clarify that energy storage can “provide technical support and industrial guarantee for China’s transformation from an energy power to an energy power and economic efficiency and efficiency”. This gives the storage capacity a very high level of recognition and positioning. From the perspective of the economics of energy storage, the policy is also a direct pain point. It proposes to “support the direct storage of energy storage systems into the power grid”, “establish and improve the market mechanism of energy storage participation in auxiliary services”, and “explore the establishment of energy storage capacity and energy storage capacity. The solution to the market's rules and regulations. As the author's previous article analysis, energy storage technology can support the grid, but the development of the energy storage industry is inseparable from the support of the grid. If the grid does not allow access to the energy storage station, the energy storage function is not realized, and the economy Nature can't talk about it. The development of the energy storage industry still needs to take the market as the main body and direction. On the basis of functional realization, it will form a reasonable market compensation mechanism for economic compensation and settlement. Who will benefit from the purchase of the order, so that all participants can Can get a reasonable return.

Second, the level is clear, and strive to be cautious

At present, the energy storage technology route in the market can be described as a hundred flowers, and hundreds of schools contend. In the "Guidance Opinions", various technical routes are involved. From the point of view of the technical route, it is a demonstration and demonstration of energy storage technology and equipment with industrial potential, including 100 megawatts of compressed air, flywheel, lithium battery energy storage system, application and promotion of energy storage technology and products with independent intellectual property rights. , including all-vanadium flow battery, high-performance lead carbon battery energy storage system. Lead-carbon battery technology is safe and stable, and the price is close to the people. At present, the household side energy storage has more than tens of megawatts of applications, participate in peak shaving and demand management, power backup and other services, the marketization trend has become more and more Obviously, lithium battery, flywheel and other system energy storage technologies may be safe or at high cost. Obtaining reliable real technical indicators and economic indicators data through scale demonstration is conducive to the long-term healthy development of system technology industrialization. Therefore, guidance The analysis and positioning of the technical route is serious, pragmatic and clear-cut, and long-term vision. It is also prudent and therefore unbiased.

Third, knowing what to do, go and pass

As the author's previous article, the current development of the energy storage industry has been deeply rooted in people's minds, and "storage energy" has become a "hot word" in the development of industrial industries. Everyone has various technical routes and various application scenarios derived therefrom. The functionality and economy give a multi-level, multi-dimensional and full-view analysis, but the analysis analyzes it, and the data is only on paper. The economics of cutting the peaks and filling the valleys will not work. The energy storage in the new energy power station to solve the new energy consumption, the policy and technical difficulties? The lead carbon battery allows the data center to have the dual functions of energy storage and standby. How to ensure the safety of backup power? How to manage and deploy the power and capacity of each energy source in a multi-energy complementary project? There are many problems, and these are all things that need to be solved in the process of doing. Rather than just thinking and imagining how to solve it in your mind. "Knowledge is not hesitant, and all night," as long as you let go of your hands and feet, the problem will be solved. In the process of solving the problem, it is actually the formation process of the market mechanism, the innovation process of technological progress and equipment upgrading, and the inexhaustible driving force to promote the development of the industry.

Fourth, each time, each has a good time

Then, if such a "Guidance Opinion" comes out, does the "spring" of energy storage come in the end? Personally, if we do not consider the possibility of policy subsidy assistance, energy storage as a new energy source, "Internet" + smart energy and new The "last mile" of power innovation, I am afraid it will take another period of time. This period of time is the time left for technological progress, and it is also the time to reduce costs due to technological progress and scale, but also to the knowledge and strength. The time when the policy breaks the barriers of interest and creates a fair and just business environment. "Everything is different, each has a good time." The development of anything requires a process, long or short, but as long as the functionality of energy storage is not lost and can be recognized and embodied in practical applications, industry colleagues work together. Hard work, the best period of energy storage can come!

Objectively speaking, after the introduction of the "Guiding Opinions", there is still a lot of work to be done in the follow-up. One point is deployed and nine points are implemented. The five ministries and commissions can make persistent efforts to ensure the implementation of the policy and effectively guide the development of the energy storage industry. To create a policy environment and business environment for industrial development. As a participant in the development of the industry, we must also let go of the project and use the actual projects to promote the development of the industry. The completion of the energy powerhouse requires you and me to participate.

The page contains the contents of the machine translation.