What are the “new desserts” in energy storage technology?

Recently, the seminar on energy storage technology development and innovation application was held in Beijing. The seminar was hosted by Zhihui Energy Industry Alliance and hosted by Hangzhou Zhongheng Cloud Energy Internet Technology Co., Ltd. The participating experts exchanged views on current hot energy topics such as energy storage industry policy, energy storage market environment energy storage application case analysis and development prospects.

In October 2017, the National Development and Reform Commission and the National Energy Administration jointly issued the “Guiding Opinions on Promoting Energy Storage Technology and Industrial Development”, which clarified the development path and application prospects of energy storage. With the continuous decline in energy storage costs, the introduction of this policy has greatly promoted the development of energy storage. During the peak summer season this year, due to the steady economic development, the “coal to electricity” project continued to advance, and the high temperature weather continued, the power shortage in each province expanded sharply, and energy storage became another new target for competing companies after PV. .

Energy storage system auxiliary thermal power frequency modulation in the three north area business opportunities

Energy storage systems are widely used in power system transmission, transmission, distribution, and use. Typical application areas include: power generation side, auxiliary service, power grid side renewable energy field and user side. According to the data of Zhongguancun Energy Storage Technology Alliance, as of the end of 2017, from the application distribution of the globally-operated electrochemical energy storage projects, the cumulative scale of auxiliary services is the largest, accounting for about 34%, and centralized renewable energy. The network and user side fields are ranked second and third, accounting for 28% and 18% respectively.

Experts attending the meeting pointed out that the current investment recovery period of energy storage is relatively long, generally 7~10 years, and the economy is not very good, but the current energy storage in the FM field is very good, and its frequency modulation capacity is equivalent to 20 times that of thermal power frequency modulation. . Taking the demonstration project of the energy storage and frequency-modulated power station of Shanxi Power Grid operated by the China Electric Power Research Institute as an example, the annual income of 15 million to 20 million yuan can be increased. Transforming abandoned thermal power plants as energy storage power stations is an effective way.

If you want to make a profit, the experts believe that you should also pay attention to the following points: First, select the right unit, generally more than 300 MW of thermal power units; second, choose the right place, such as the selection of the northeast and north China frequency modulation policy rules The third is that after the energy storage participates in FM, the revenue sharing ratio is more common than 3:7. Secondly, the “light storage integration” project in the field of new energy power generation is also effective. Adding energy storage system can smooth photovoltaic power output, track planned output, reduce abandoned light, and improve photovoltaic grid-connected power quality.

Technical economics of lithium iron phosphate and lead carbon batteries have commercial turning points

Among all energy storage technologies, in addition to pumped storage, electrochemical energy storage is the fastest growing and relatively mature energy storage technology. According to the data of Zhongguancun Energy Storage Technology Alliance, as of 2017, the cumulative installed capacity of energy storage projects put into operation worldwide was 175.4 GW, and the cumulative installed capacity of electrochemical energy storage reached 2926.6 MW, of which 96% was pumped storage and chemical energy storage. It accounts for 1.7% and heat storage accounts for 1.5%. Among electrochemical energy storage, lithium-ion batteries and sodium-sulfur batteries accounted for the largest proportion, 76% and 13%, respectively. Followed by lead batteries, flow batteries, super capacitors, respectively, 7%, 3%, 0.2%. As of 2017, the cumulative installed capacity of China's commissioned energy storage projects was 28.9 GW, and the cumulative installed capacity of electrochemical energy storage projects was 389.8 MW; the newly added electrochemical energy storage project was 121 MW, and the planned and under construction electrochemical energy storage projects. 705.3 MW. At present, China's energy storage is mainly pumped storage, accounting for 99%. Among the electrochemical energy storage, lithium-ion batteries and lead batteries are the main ones, lithium-ion batteries account for 58%, lead batteries account for 36%, followed by flow batteries account for 4%, super capacitors for 2%, and a small number of sodium-sulfur batteries. It is estimated that by 2020, the cumulative installed capacity of electrochemical energy storage will reach 1.78 GW. Experts believe that the current technical economics of lithium iron phosphate and lead carbon batteries have already had a commercial turning point. Secondly, battery ladder utilization and post-recycling can be considered for early layout.

User-side energy storage technology application starts with business model

On the user side energy storage application, experts mainly include: first, cutting peaks and filling valleys, reducing electricity bills; second, controlling the maximum demand to reduce basic electricity bills; third, participating in government demand side management to increase value-added income; Power compensation to improve power quality. At present, Hangzhou Zhonghengyun Energy Internet Technology Co., Ltd. participates in the Qianjiang Lithium Power Smart Park Distributed Energy Storage System, Jiangsu Shuyang Electric Vehicle Retired Battery Energy Storage System, Intel Data Center Energy Storage Solution, Hangzhou Fuyang Smart Factory Microgrid Project, The Wenzhou Beijiao Island off-grid micro-network project and the Guangzhou Power Supply Bureau Huadu Optical Storage Charging Station project have all reached the ground. The main business models are EMC, EPC and BOT. Experts said that the current user-side energy storage application field has certain economics. The business model of “investment + operation” is more common, that is, the property rights returning party is responsible for the whole life cycle operation. When the peak-valley price difference is greater than 0.75 yuan, it has the profit condition, and the current user-side energy storage potential profit point is mainly the participation demand. Respond to and participate in peaking and frequency modulation.

The field of energy storage has spawned new investment hotspots

In addition, the participating experts also pointed out several investment hotspots in the field of energy storage, including: First, auxiliary thermal power frequency modulation. For example, the US 9 MW flywheel energy storage FM demonstration project, storage energy accounted for 3.3% of the entire grid frequency modulation capacity, but completed the entire grid 23.8% of the frequency modulation task. Shijingshan, Shanxi and other demonstration projects, through the cooperation of energy storage systems and thermal power units, the unit Kp value has been greatly improved. The second is the integration of optical storage power stations. For example, their new energy optical storage power station project in Golmud works well. Compared with the independent photovoltaic power generation, after adding the energy storage system, the optical storage joint tracking and scheduling error is significantly reduced, and the energy storage system improves the ability of the photovoltaic power generation tracking scheduling plan; the probability of optical storage tracking error less than 5% in a certain period of time Basically reached more than 90%. The third is a large independent energy storage power station, such as abandoned thermal power transformation project. The fourth is the use of power battery ladders. Wang Si revealed that the relevant state departments are planning to introduce measures to support the use of automotive power battery ladders, which indicates that the state's support policies for new energy vehicles have begun to pay attention to the "rear market." Moreover, the current utilization of power battery ladders is already feasible in terms of technology, economy and standards. The fifth is the use of backup power for the communication base station. Six is ??a square cabin carrier. Due to the severe wind and sand weather in the photovoltaic wind power resource enrichment area, the salt spray corrosion in the eastern coastal load concentration area is serious, which brings commercial opportunities for the cabin type mobile energy storage system. This energy storage system has the characteristics of strong sand control ability, salt spray resistance, short installation period and small floor space, which solves the previous drawbacks.

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