With the rapid increase of wind power, photovoltaic and other volatile and poor renewable energy power generation capacity, new loads such as electric vehicle charging piles continue to increase, and the imbalance of grid load in different time periods is increasing, energy storage as a flexible adjustment resource between energy production and demand, its importance is getting higher and higher, and energy storage system will also become an important part of the energy Internet. If the shared energy storage model has a certain economy and can reduce the burden of new energy distribution and storage, investment is expected to usher in a peak under the advocacy of policies in many places. At present, the profit methods of shared energy storage power stations mainly include capacity leasing fees, ancillary services (peak regulation, frequency regulation) compensation, traditional peak-to-valley price difference, capacity electricity price, preferential power generation rights, etc.
The first is the traditional peak-to-valley price difference profit, which is currently 044 yuan kWh. Relying on the existing time-of-use electricity price mechanism, the energy storage power station can be charged as a user during the trough period, and discharged during the peak hour as a power generation enterprise, and the profit margin of the energy can be increased to 0 at most44 yuan kWh, which can basically meet the needs of energy storage operation. For example, a 100MW 200MWh shared energy storage station has an annual on-grid electricity of 54,000MWh and an annual income of about 23.76 million yuan. The second is to participate in the market for auxiliary services such as peak shaving to subsidize profits, and the power auxiliary services are based on the scale and number of calls for each call, and the power grid company pays the energy storage power station. Assuming that the call is 180 days for 1 year, charging and discharging once a day, and the call fee is 200 yuan MWh each time, it is estimated that the power auxiliary service income (including tax) of the 100MW 200MWh energy storage power station is about 7.2 million yuan per year. Clause.
3. Capacity leasing fee is one of the most important benefits of shared energy storage at present, and it is the most critical factor in determining the economics of shared energy storage projects. The current lease fee is roughly about 300 yuan kW per year, and if calculated according to a 100MW 200MWh energy storage power station, the one-year lease fee means a stable income of about 30 million yuan. Fourth, the capacity price will be established to establish a phased capacity price incentive mechanism, and shared energy storage projects can enjoy capacity price compensation. The maximum capacity electricity price is 100 yuan kW per year, which is the same as the electricity price for coal-fired power capacity that will be implemented from January 1, 2024, reflecting the characteristics of "equal pay for equal work". The 100MW 200MWh energy storage power station can receive an additional 10 million yuan of capacity electricity per year, effectively alleviating the initial operating pressure of independent energy storage construction.
The shared energy storage power station has adopted a variety of transaction methods such as capacity leasing, ancillary services, and preferential power generation rights trading. It is estimated that the total dynamic investment of 100MW 200MWh shared power station is 3600 million yuan. After fully considering the initial infrastructure, equipment, and operating costs, and superimposing the triple income, the annual income of the shared energy storage power station is about 71 million yuan, and the static ** period of the project is 816 years, based on a 20-year operating period, the pre-tax internal rate of return is 1032%。Shared energy storage power stations have initial commercial value.
As an innovative business model, shared energy storage has shown a strong momentum of development in the power industry. With the rapid development of new energy and the transformation and upgrading of the power system, shared energy storage is expected to become an important means of new energy consumption and peak shaving. In the future, shared energy storage will continue to be driven by policy support and market demand, and the industry will develop in a more mature and large-scale direction.