There are various modes of industrial and commercial energy storage development, including owner-to-owner, energy contract management, and financial leasing. The owner's self-investment model has a large capital investment but a quick return on investment, contract energy management can reduce the financial pressure, and financial leasing can solve the problem of capital shortage. Investors pay more attention to the safety of energy storage systems, peak-to-valley electricity price differences, enterprise electricity consumption and stability of electricity consumption, transformer capacity and installation sites. These factors will have a direct impact on the profitability and reliability of the project.
The owner self-casts
In the current energy market, there is an investment model that has attracted much attention - owner self-investment. This model mainly refers to the industrial and commercial owners investing in the construction of industrial and commercial storage power stations to achieve the effective use and conservation of energy. At present, the peak-valley arbitrage method of two charges and two releases is mainly used in China to achieve profitability. In the factory, the load is relatively stable during the day, and the discharge of the energy storage can be completely absorbed. At the same time, the transformer capacity can also meet the charging needs of energy storage. For owners, although the capital investment of this model is the largest, the payback cycle is the fastest. Therefore, it is a very attractive option for those owners who have sufficient funds. The construction of industrial and commercial storage power stations can not only meet the energy needs of the factory itself, but also obtain additional income through peak-to-valley arbitrage. The emergence of this model provides a new investment direction for industrial and commercial owners, and also injects new vitality into the development of the energy market.
In the investment decision-making process, owners need to fully consider their own financial situation, risk tolerance and other factors. At the same time, it is also necessary to conduct in-depth research and analysis on the maturity of energy storage technology and market development trends. Only in this way can we obtain greater benefits in the energy market and achieve long-term steady development of investment.
Energy contract management.
The Energy Management Contract (EMC) model is like a behind-the-scenes hero, taking on the role of third-party investment. When the owner is unable to do it himself due to a lack of funds and other reasons, the industrial and commercial owners can safely bring in this hero and work together to create a better future. By introducing investors, owners can not only reduce financial pressure, but also achieve the goal of reducing energy consumption and saving electricity costs.
There are various ways to share profits, which can be broadly divided into three forms:
1.The investor builds an energy storage power station for the owner and pays a fixed rent on a regular basis. While the owner enjoys the rental income, he can still purchase electricity at the original price, and the investor can obtain income through the first energy storage.
2.The investor and the owner share the income according to the agreed proportion. This ratio is usually determined based on the proportion of capital contributed by both parties, ensuring that both parties can share the profits fairly.
3.The investor provides enterprises with preferential discounts on peak electricity prices, and valley hours are settled at normal electricity prices. This flexible settlement method not only saves electricity bills for enterprises, but also brings stable income to investors.
Under the EPC model, the rate of return can be as high as 10-15%, and the investor can pay for itself in just 7-8 years. This not only brings long-term economic benefits to the enterprise, but also provides a reliable return guarantee for investors.
Financial leases
In the business sector, some business owners are eager to get involved in the field of energy storage power stations, however, the lack of funds has become a stumbling block for them to take this step. At this time, the financial leasing company has become a powerful assistant to solve this problem. They can act as lessors of energy storage power stations to reduce the financial pressure on business owners. During the lease period, the ownership of the energy storage power station is owned by the financial leasing company, and the right to use it is handed over to the business owner. When the lease expires, the business owner can take ownership of the energy storage plant.
Typically, the financing amount of user-side energy storage projects accounts for 70%-80% of the total investment, which can ensure that the cash flow of the project can fully cover the rent. However, it is important to note that the financing period of user-side energy storage projects is generally not more than 6 years, and at the same time, this period cannot exceed the number of cycles under the charging and discharging strategy of the energy storage battery during its expected life. Through this cooperation, business owners can smoothly realize their energy storage power station dreams, and financial leasing companies can also obtain stable income returns while supporting the project. This mutually beneficial and win-win model has injected new vitality into the development of the energy storage industry.
Focus on the essentials
The difference between industrial and commercial PV is that industrial and commercial energy storage investors pay more attention to the following points:
The safety of the energy storage system
In the face of the characteristics of the current mainstream lithium iron phosphate batteries, we must face up to their potential safety risks. Once a safety problem occurs, the fire is difficult to control, which will bring huge economic losses to the investor. Therefore, investors will pay special attention to the certification process of energy storage products and the operation and maintenance capabilities of integrators in the design stage to ensure the safety and reliability of products. This is not only a guarantee of self-interest, but also a social responsibility.
Peak-to-valley electricity price spread
Regardless of the development model, most of the current earnings are dependent on peak-to-valley price differentials. In those provinces with large peak-to-valley electricity price differences, the investment advantages of industrial and commercial energy storage projects are particularly prominent. It's like in the autumn of a good harvest, when the fruitful trees attract more farmers to come and pick them. Similarly, in areas with large peak-to-valley electricity price differences, investors are also targeting industrial and commercial energy storage projects"Fruit-bearing fruit trees"and look forward to getting more bang for your buck.
The stability of the electricity consumption and electricity consumption of the enterprise
Because the energy storage system can provide stable power for enterprises, help enterprises reduce electricity expenses and create greater economic benefits for enterprises. Therefore, investors tend to prefer those enterprise projects with large and stable electricity consumption. Like a generous rich man, the energy storage system continuously injects energy into the enterprise, allowing the enterprise to stand tall in the highly competitive market.
Transformer capacity
At present, in the two-charge and two-discharge strategy implemented in most provinces in China, a charge often needs to be completed during the day. This means that during the day, the grid not only needs to meet the load demand for business operations, but also needs to provide additional energy to recharge the batteries. This situation puts forward higher requirements for the original transformer capacity of the enterprise, which brings a lot of challenges. In the design stage, the capacity of the transformer has become one of the key factors for investors. In this context, how to ensure the stability and safety of the power grid to deal with this challenge has become a problem worthy of in-depth research.
Installation site
Considering the large footprint of the industrial and commercial energy storage system and the need to meet the requirements of fire safety distance, the company needs to provide sufficient space to install the system. Companies need to provide enough space for energy storage systems to ensure that they are up and running to maximize their benefits.