Many companies in the power grid energy storage market to take orders for lithium iron phosphate batteries to open a new world

In the past month, Ningde era, Lishen, Zhongtian Storage Energy, and Kelu have all won orders in the power grid storage market, which has opened a new world for lithium iron phosphate batteries.

The Gaogong Li-electric survey found that in conjunction with the national power reform and the power grid group's efforts to ease its own power supply pressure, the demand for power grid energy storage projects based on the transformer's side energy storage and the user side energy storage of industrial and commercial terminals has increased. According to several power grid energy storage bidding and implementation projects this year, the application of lithium battery(mainly lithium iron phosphate battery) supporting energy storage system has become the mainstream choice of power grid groups and operators.

Judging from the application of the entire energy storage environment, lithium electric storage energy is mainly used for communication base stations, user-side peak filling, off-grid power stations, micropower grids, rail transit, UPS, home energy storage, and large data centers. However, combined with the main environment in China, the communication base station leaves less market space for lithium battery companies; UPS backup power supply has already begun to dominate some lithium battery companies; Domestic energy storage is subject to the electricity price mechanism and land intensity is still in blank; The large data centre market is large, but it is still in the reclamation stage.

Power grid energy storage projects, including peak filling, off-grid power stations, and micro-power grids, are the main breakthroughs in domestic energy storage outbreaks. In particular, the transformer side of the transmission(with) electric energy storage, industrial and commercial side of the user side energy storage project as the main force, the largest demand. Among them, the power transmission(distribution) side storage energy mainly cooperates with the power generation units of the power grid group to perform auxiliary services(mainly peak adjustment functions); User side energy storage is mainly based on large-scale factories in industrial areas or high-level office commercial energy storage projects in some first-tier cities.

Including mainstream lithium battery companies such as Ningde, Zhongtian Storage Energy, and Lishen, the consensus judgment in the industry is that lithium batteries have become the mainstream of domestic energy storage, especially power grid storage, compared to 2015. By 2020, energy storage will achieve a truly large-scale explosion in one or two segments of the market. It is estimated that by 2020, the total demand for lithium energy storage on the power generation side and the power grid side will be 8GWh.

According to the statistics and related projections of the Institute of Lithium Power Research and Production(GGII), the output of lithium power storage market in 2017 was about 3.5 GWh, an increase of 13 % year-on-year. It is expected that capacity in the domestic lithium battery application energy storage field will reach 4-5 GWh in 2018.

At present, lithium batteries used in energy storage in China are still dominated by lithium iron phosphate. This time, the domestic power grid energy storage demand burst, which will directly boost the demand for lithium iron phosphate batteries. The main reason is that: First, the explosion of power grid energy storage needs provides a way out for lithium iron phosphate batteries that can not meet the new energy vehicle subsidy policy; Second, with the development of power battery companies in technology and cost in recent years, lithium iron phosphate batteries have a cost-effective advantage over lead-acid and lead-carbon batteries.

Electricity grid energy storage demand growth rate of lithium iron phosphate batteries benefit

The demand for energy storage in the power grid has increased the demand for lithium iron phosphate batteries in China. At present, the domestic power grid energy storage is still in the leading stage of the power grid group. In the choice of lithium battery suppliers, the domestic ranking of lithium iron phosphate battery companies is its mainstream choice.

The use of lithium-ion batteries instead of lead-acid, lead-carbon and other batteries is accelerating this year's grid energy storage projects led by power grid groups such as guo-net and nan-net, according to representatives of several lithium-ion battery companies and related energy storage projects. For example, the large-scale energy storage project in Jinjiang, Fujian Province, participated in the era of Ningde, is clearly equipped with lithium batteries.

In addition, for example, in the near future, the 42MW Zhenjiang East Power Grid(Dagang and Jianshan), which has won the bid by the Zhongtian Reserve, has won two major EPC projects; The National Power Grid Pinggao Group fully invested in the 100MW battery energy storage demonstration project of Henan Power Grid, and Lishen won the bid for eight of the Huanglong variable energy storage power station container complete energy storage equipment(9.6 MW/9 .6 MWh). The two lithium battery companies will also be equipped with lithium iron phosphate batteries.

On the one hand, the power grid energy storage market warming for excess capacity of lithium iron phosphate batteries to find a way out; On the other hand, the technology of lithium battery enterprises has been upgraded, and lithium iron phosphate batteries can basically meet the auxiliary services of existing power grid energy storage; At the same time, in recent years, the cost of lithium battery enterprises has been reduced, and the unit price of lithium iron phosphate batteries has dropped. From the long-term economic point of view, it has a comparative advantage.

At present, the cost of investing in a lithium-ion battery storage system is about 2000 yuan(excluding labor costs), according to an insider in the energy storage division of a lithium-ion battery company. The cost of lithium-iron phosphate batteries is 1.5 yuan / W. Cooperating with the power plant to implement the required revenue adjustment, coupled with subsidies for auxiliary services in various provinces and cities, the economic benefits are not poor, and the pure business model of industrial and commercial peaks and valleys is about to emerge.

The upgrade of lithium iron phosphate battery technology in China has also been able to meet the existing auxiliary services for power plants. For example, BYD, Ningde era, Zhongtian energy storage, Lishen and other lithium battery companies have rich technological accumulation.

As a pioneer of domestic energy storage applications, BYD established its first energy storage power station in Pingshan as early as 2009 and won several power grid energy storage projects in China. At present, the container system supporting BYD lithium iron phosphate batteries focuses on overseas markets. For example, in the first half of this year, BYD has already won a total of 111MW container energy storage projects from the United Kingdom.

At present, lithium iron phosphate batteries for energy storage in Ningde era are mainly divided into power type and energy type, and can be selected according to the different scenarios of energy storage applications. One of the most common uses of iron lithium batteries with a single energy density of 150 Wh / kg. Gaogong Li-power learned from insiders in the era of Ningde that the 2.4 billion large-scale energy storage project built in Jinjiang, Fujian Province, was applied to the 110,000 Volt substation on the power grid side during the Ningde era, and was mainly used in conjunction with the joint dispatch of the Quanzhou Power Grid to carry out local power grid. Peak adjustment auxiliary services.

Looking at the Jiangsu Zhenjiang area power grid storage project, this is the National Network Jiangsu Electric Power Co., Ltd. to ease the power supply pressure during the peak period of this summer, under the background of the retired traditional thermal power units, plans to build the 101MW/202 MWh power grid side energy storage project in the entire Zhenjiang area, with a total investment of 687 million yuan.

According to industry insiders, the project was mainly independently bid by the three major holding subsidiaries of the Guomin Group. In addition to the official announcement of Zhongtian Storage, Ningde and Lixin Energy also won the bid. (Specifically according to each announcement)

At the CIBF Battery Exhibition in May, Jinchengyou, the dean of the Zhongtian Energy Research Institute, introduced Gaogong Lithium, and the company's main energy storage field is the 50Ah lithium iron phosphate battery. This year's energy storage order is simply too busy. Projects from Jiangsu, Henan, Shandong and other places, The production line has all turned to energy storage and has been in full production.

Li-shen energy storage department, said to the company li-power, the power grid side storage capacity to improve the balance of the power grid regulation and safety and security capabilities have a positive role. Lishen has 8 years of technological precipitation, more than 100 megawatt hours of project application experience, and 20 years of experience in the lithium industry. At the end of this year, a new generation of long-lived, low-cost, high-security energy storage core production will be completed. In the future, energy storage will form the three major business sectors together with power and CE, and the rapid development of the power God.

Power grid energy storage is driving the demand for lithium iron phosphate batteries. At present, many lithium battery companies that have obtained energy storage projects are limited to power and energy storage capacity at the same time to start "busy", and the industry's small and medium-sized lithium battery companies have sought contract cooperation. Predictably, domestic grid energy storage will lead to a new market breakthrough for lithium iron phosphate batteries.

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