From the construction of integrated wind and solar power farms to the innovative "new energy vehicles + energy storage" business model, as new energy vehicles accelerate the popularity of new energy vehicles, the relevant market space is further opening up. It is predicted that from 2021 to 2025, the compound growth rate of the global energy storage market is expected to reach 50%, and new energy-related companies will usher in a bigger stage. Photo courtesy of Visual China
According to Zhang Tianren, a representative of the National People’s Congress and chairman of Tianneng Group, the “14th Five-Year Plan” is a strategic and critical period for implementing the national goal of “carbon peaking and carbon neutrality” and is the key to my country’s clean and low-carbon energy transformation. , an important window period for high-quality development, and also a rare opportunity period for the development of energy storage technology and industry. The picture shows Tianneng Group’s 0.4 kV energy storage power station project in Damaiyuan Village, Huiping Township, Quzhou, Zhejiang.
As the first Olympic Games to achieve "carbon neutrality", the 2022 Beijing Winter Olympics has left many green footprints for the world. Among them, the new energy vehicles that are showing their talents have brought energy storage, wind power, photovoltaics, ultra-high voltage and other related industries into people's vision.
According to the reporter’s understanding, among the transportation service vehicles for this Winter Olympics, energy-saving and clean energy vehicles accounted for 100% of passenger cars and 85.84% of all vehicles, which is the highest in previous Winter Olympics. Among them, more than 1,000 hydrogen energy vehicles were demonstrated and operated during the Beijing Winter Olympics and were equipped with more than 30 hydrogen refueling stations. This is the largest centralized demonstration operation of hydrogen fuel cell vehicles in the world.
As the popularity of new energy vehicles accelerates and related new energy industries such as hydrogen energy and wind power gradually grow, the market space for energy storage will further open up. Data shows that global electricity consumption in 2020 is approximately 26.8 trillion kilowatt-hours, with an average daily electricity consumption of 73.4 billion kilowatt-hours. Assuming that 20% of global electricity consumption requires supporting energy storage every day, the energy storage scale will reach 15,000 GWh.
By measuring the size of the energy storage market in various global segments, Founder Securities predicts that from 2021 to 2025, the compound growth rate of the global energy storage market is expected to reach 50%. At the same time, the concentration of the battery industry is gradually increasing. In the future Developing toward high safety, long life, and low cost, new energy-related companies will usher in a bigger stage.
Favorable policies are welcomed frequently, and the energy storage industry has become a hot topic.
Recently, Xin Baoan, secretary of the party group and chairman of the State Grid Corporation of China, published a signed article in the media, "Resolutely shoulder the responsibility of the power grid and actively promote carbon peak and carbon neutrality" to clarify the future of the State Grid. We will intensify the construction of ultra-high voltage and supporting power grids, and vigorously promote the construction of new energy supply and consumption systems. The article points out that promoting the energy revolution and achieving the "double carbon" goal will bring about profound changes in the development pattern and functional form of the power grid, which will be a long-term dynamic evolution process.
In response to the realistic requirements for improving the power system's regulating capabilities for the development of energy storage, the State Grid will vigorously strengthen the construction of technologically mature pumped storage power stations and actively support the large-scale application of new energy storage. By 2030, State Grid will strive to increase the installed capacity of pumped-storage power stations in the company's operating areas from the current 26.3 million kilowatts to 100 million kilowatts, and the electrochemical energy storage capacity from 3 million kilowatts to 100 million kilowatts.
Previously, the National Development and Reform Commission and the National Energy Administration issued the "Implementation Plan for the Development of New Energy Storage during the 14th Five-Year Plan" (hereinafter referred to as the "Plan"), proposing that by 2025, new energy storage will move from the early stage of commercialization to large-scale development. stage and has the conditions for large-scale commercial application. Among them, the performance of electrochemical energy storage technology has been further improved, and the system cost has been reduced by more than 30%. By 2030, new energy storage will be fully market-oriented and basically meet the needs of building a new power system.
Xin Baoan proposed in his signed article that through the efforts of the "14th Five-Year Plan" and "15th Five-Year Plan" periods, the State Grid's inter-regional and inter-provincial power transmission capacity will be increased from the current 240 million kilowatts to more than 370 million kilowatts in 2030. Serve the construction of large-scale wind power and photovoltaic bases in the Gobi desert and provide strong grid support for the development of various clean energy sources.
In addition, State Grid will implement the scientific and technological innovation action plan in depth in response to the major technical problems faced by the development and safe operation of the "dual carbon" power system, and vigorously carry out flexible DC transmission, virtual power plants, large power grid safety and stability control, and UHV tap-changers. and other major technological breakthroughs, strengthen basic research and cutting-edge technology layout, and strive for more "from 0 to 1" innovative breakthroughs.
"The latest statement from the State Grid is obviously a positive response to relevant policies. If it can be promoted smoothly, it will more effectively promote the construction of my country's new power system." Some analysts believe that the development of new energy storage is an important step in the construction of new power systems. The foundation is to achieve coordinated and optimized operation of new energy storage systems, new energy sources, and conventional power sources, which will help enhance the power system's regulation and capacity support capabilities, and promote the improvement of the power consumption level of wind and solar renewable energy.
As application scenarios continue to enrich and economics gradually emerge, the development of new global energy storage will usher in a period of rapid development. Soochow Securities believes that considering that new energy sources such as wind power and photovoltaic power generation are unpredictable and difficult to control, developing energy storage and improving power system regulation capabilities will be the main focus of power grid construction.
To improve the "new energy vehicle + energy storage" chain, invisible barriers still need to be broken
According to Zeng Yuqun, a member of the National Committee of the Chinese People's Political Consultative Conference and chairman of CATL, with the clear goal of "carbon peaking and carbon neutrality", the proportion of new energy will increase. Gradually increase, and new energy storage and pumped hydro storage are important supports to increase the adequacy of power generation capacity and ensure the safe and stable operation of new power systems. It is worth noting that Zeng Yuqun has provided advice and suggestions on the development of China's energy storage industry in CPPCC member proposals for four consecutive years.
He suggested that a new energy storage capacity electricity price mechanism should be established with reference to pumped hydro energy storage. "Due to the large scale of investment and long recovery period, capacity electricity price is an important measure and means to promote the healthy development of the energy storage industry and improve the comprehensive benefits of energy storage power stations."
According to reports, new energy storage technologies based on electrochemical energy storage have The advantages of millisecond-level rapid response and two-way adjustment are not limited by geographical conditions and have a short construction period. It can improve the ability to quickly recover from power grid accidents and reduce load losses. It can be flexibly deployed according to demand on the source, grid and load sides of the power system, and can be deployed at any time. With the rapid progress of technology, it is considered to be the most promising energy storage technology route.
At present, the country has introduced a capacity electricity price mechanism for pumped hydro energy storage. However, new energy storage with greater development space cannot enjoy the same capacity electricity price policy, and the development speed and quality are seriously limited. “All kinds of obstacles and hidden barriers that restrict market competition should be broken down, and a capacity electricity price policy that is suitable for the characteristics of new energy storage should be established with reference to pumped hydro energy storage, so as to form a stable and reasonable profit space, build a market development environment for fair competition, and promote all types of energy storage. healthy development,” Zeng Yuqun reminded.
Zhang Tianren, deputy to the National People's Congress and chairman of Tianneng Group, said that the "14th Five-Year Plan" is a strategic and critical period to implement the national goal of "carbon peaking and carbon neutrality" and an important step for my country's clean and low-carbon energy transformation and high-quality development. The window period is also a rare opportunity period for the development of energy storage technology and industry.
In the "Recommendations on Accelerating the Establishment of Safe and Efficient New Energy Storage Facilities to Help Achieve the "Double Carbon" Goal", Representative Zhang Tianren reminded that new energy storage has changed from the early stage of commercialization to large-scale development, and safety has always been the life of energy storage. Bottom line. After research, he found that there are currently some problems in the energy storage industry that need to be solved urgently.
"First, energy storage facilities are not safe enough, and second, technical standards are not perfect enough." He told reporters that there is currently a lack of authoritative technical standards for energy storage batteries, energy storage equipment, energy storage system integration, etc., which has also increased invisibly. Safety risks in the rapid development of the new energy storage industry. Representative Zhang Tianren of
suggested that in order to speed up the establishment of safe and efficient new energy storage facilities and help achieve the country's "double carbon" goal, the safety regulations for new energy storage systems should be accelerated and the development of energy storage batteries with multiple technical routes should be encouraged.
"Energy storage system safety is a system engineering. It is recommended that relevant departments pay attention to the full life cycle risk analysis and lower risk control methods of energy storage systems, strengthen system design safety research and development, and focus on conquering electrochemical energy storage batteries, energy storage equipment, storage A standard system for energy system integration, inspection and construction. "He said that on the basis of comprehensive consideration of battery cycle life, scale, safety, economy and energy efficiency, the development of energy storage batteries with multiple technical routes should be encouraged. Build more safe and efficient energy storage power stations.
In fact, the "New Energy Vehicle Industry Development Plan (2021-2035)" has clearly stated that it is necessary to promote the transformation of new energy vehicles from simple means of transportation to mobile intelligent terminals, energy storage units and digital space. At the same time, it is necessary to promote the efficient coordination of new energy vehicles and renewable energy, encourage the construction of "distributed photovoltaic power generation-energy storage system-charging and discharging" multi-functional integrated stations, and strengthen the energy interaction between new energy vehicles and the power grid.
Although most new energy vehicles currently do not have the function of two-way interaction with the power grid system, there is no unified technical standard for the integration of electric vehicles and the power grid, and the economic benefits for users are not very clear, but in the long term, "new energy vehicles" The "energy vehicle + energy storage" model still has a lot of room for exploration.
reporters noticed that some car companies have made active arrangements in the field of energy interaction between new energy vehicles and the power grid. For example, in 2020, Weilai launched in-depth cooperation with State Grid Electric Vehicle Company, and car-network interaction is the focus of the cooperation. According to NIO’s plan, the company will encourage users to charge during low periods of electricity consumption, and discharge peaks to the grid during peak periods of electricity consumption to achieve peak shaving and valley filling, and improve grid capacity efficiency.
Correction of "Sports-based Carbon Reduction"
As the world's largest developing country, China will complete the world's largest reduction in carbon emissions in a short period of time, which is undoubtedly a huge challenge. Especially when the energy structure is "short of oil and gas", promoting the realization of the goal of "carbon peaking and carbon neutrality" is both a challenge and an opportunity for many industries.
"With the gradual resolution of issues such as energy structure adjustment, battery service life, and energy storage network construction, new energy vehicles have considerable potential to promote 'carbon peaking and carbon neutrality.'" Ma Jun, director of the Public Environmental Research Center, believes that, At present, there is still much room for improvement in the proportion of domestic renewable energy power generation. "The greater the proportion of renewable energy power generation, the more conducive it is for electric vehicles to help achieve carbon neutrality."
In his view, electric vehicles can be regarded as Some kind of energy storage tool becomes part of the entire power grid and energy network, thereby making full use of wind power, photovoltaic power and other renewable energy sources that are not suitable for storage. He said freely: "If every electric vehicle can be turned into an electric energy storage device in the future, many energy storage problems can be solved."
The relevant person in charge of the New Energy and Renewable Energy Department of the National Energy Administration has previously said that by By the end of the "14th Five-Year Plan", it is expected that renewable energy will account for about two-thirds of the increase in electricity consumption in the whole society, and will account for more than 50% of the increase in primary energy consumption. Renewable energy will become the main component of the incremental energy and electricity consumption from the incremental supplement of the original energy and electricity consumption.
During the "14th Five-Year Plan" period, by accelerating the construction of new power systems with new energy as the main body, and improving new energy consumption and storage capabilities, we can not only achieve large-scale development of renewable energy, but also achieve high-level consumption and utilization.
What cannot be ignored is that in the process of advancing work related to "carbon peaking and carbon neutrality", some places, industries and companies are eager to "grab the top spot", set goals that are too high, and launch "movements that are not consistent with reality" "Carbon reduction"; some places are showing the momentum of launching "two high" projects in a big, fast, rushing, and random manner, treating the carbon peak as a "carbon charge"; some institutions are chasing the hot spots and are keen on Labeling, "carbon neutral" hats were flying all over the place for a while.
In this regard, the meeting of the Political Bureau of the CPC Central Committee clearly requested that the work of "carbon peaking and carbon neutrality" should be coordinated and orderly, and an action plan for carbon peaking before 2030 should be introduced as soon as possible. "Carbon", we must first establish and then destroy, and we must also resolutely curb the blind development of "two high" projects.
In the process of promoting the goal of "carbon peaking and carbon neutrality", the new energy storage market is gaining momentum and is expected to open up a market space of hundreds of billions. At the same time, due to the rapid increase in the penetration rate of new energy vehicles on a global scale, it will also promote the massive development of electrochemical energy storage.
China Youth Daily·China Youth Daily reporter Xu Yajie Source: China Youth Daily
Source: China Youth Daily·Travel Weekly
