On March 21, the National Development and Reform Commission and the National Energy Administration jointly issued the "14th Five-Year Plan" New Energy Storage Development Implementation Plan (hereinafter referred to as the "Plan"). The "Plan" pointed out that by 2025, new energy storage will enter the stage of large-scale development from the initial stage of commercialization, and will have the conditions for large-scale commercial application. By 2030, new energy storage will be fully market-oriented.

"The "Plan" focuses on the guiding ideology and basic principles of my country's new energy storage development during the '14th Five-Year' period, and defines the main goals and key tasks, which is the guidance for promoting the high-quality development of the new energy storage industry during the '14th Five-Year' period. The document is also an important basis for carrying out demonstrations of new energy storage technologies and industrial innovations, and optimizing the development layout of new energy storage, pointing out the direction for industry innovation and sustainable development." Liu Yong, Secretary General of Energy Storage Application Branch of China Chemical and Physical Power Industry Association In an interview with a 21st Century Business Herald reporter, he said that the key goals proposed by the "Plan" are from the perspective of overall scale, cost, technology and development direction, and from the perspective of making up for the shortcomings of the current situation and meeting potential future needs, expounding the industry "14th Five-Year Plan". "Engineering applications, product development priorities and innovation directions that should be focused on during the period.

However, the 21st Century Business Herald reporter noticed that compared with previous documents, the "Plan" announced this time did not mention specific installation targets. In this regard, industry analysts said that it will be conducive to the full development of energy storage capacity and ratio of renewable energy.

Emphasize the rhythm of large-scale development

In October 2021, the State Council issued the Action Plan for Carbon Peaking by 2030 (hereinafter referred to as the Action Plan). One of the key tasks proposed in the Action Plan is to speed up the construction of a new power system. Among them, it is required to actively develop "new energy + energy storage", the integration of source, network, load and storage, and multi-energy complementarity, and to support the rational allocation of energy storage systems for distributed new energy. Accelerate the demonstration, promotion and application of new energy storage.

As an important organic part of the realization of my country's "dual carbon" goal, the large-scale and market-oriented development of new energy storage is of great significance.

"With the rapid development of new energy installed capacity, the demand for long-term energy storage of more than four hours is more and more urgent." Liu Yong believes that for this reason, the "Plan" requires combining the resource conditions of various regions and the demand for different forms of energy to promote The construction of new energy storage projects such as long-term electric energy storage, hydrogen energy storage, and thermal (cold) energy storage will promote the development of various forms of energy storage and support the construction of a comprehensive smart energy system.

According to statistics released by the National Energy Administration, by the end of 2021, the installed capacity of renewable energy in my country will exceed 1 billion kilowatts, and the installed capacity of wind power and photovoltaic power generation will exceed 300 million kilowatts. However, due to the intermittent and unstable resource characteristics of wind power and photovoltaic power generation, the energy structure will inevitably need the support of energy storage technology in the future when large-scale new energy is connected, so as to improve the friendliness of new energy power generation on the power supply side. It promotes the coordinated and optimized operation of new energy and the power grid on the grid side, and expands the terminal application mode of new energy on the user side.

The 21st Century Business Herald reporter noticed that for the power supply side, the grid side and the user side, the "Plan" puts forward different development requirements-intensify efforts to develop new energy storage on the power supply side, develop new energy storage on the grid side according to local conditions, and develop flexibly and diversely User-side new energy storage.

Among them, on the power supply side, the "Plan" requires to promote the construction of system-friendly new energy power stations, support the delivery of a high proportion of renewable energy bases, promote the development and consumption of large-scale wind power photovoltaic bases in the desert and Gobi desert, and promote the development and consumption of large-scale offshore wind power. and improve the conventional power regulation capability.

"In terms of applications, the power supply side is one of the main development directions." Guosheng Securities analyzed that considering the rapid development of new energy in my country, in order to promote the construction of system-friendly new energy power stations and support the delivery of a high proportion of renewable energy bases It is necessary to intensify efforts to develop new energy storage on the power supply side, and at the same time to ensure the economic conditions of new energy + energy storage, combined with energy storage technology level and system benefits, it can be used in competitive configuration, project approval, grid connection sequence, and guaranteed utilization hours. Priority will be given to aspects such as data, electricity service compensation assessment, etc.

In fact, realizing the large-scale development of new energy storage will play a supporting role in the future new power system. To this end, the "Plan" proposes that by 2025, new energy storage will enter the stage of large-scale development from the initial stage of commercialization, and meet the conditions for large-scale commercial application.

Accelerate the pace of market development

CITIC Securities predicts that according to the policy requirements and allocation and storage needs of different application scenarios, from 2021 to 2025, the global energy storage market is expected to release 20.1GW, 32.7GW, 52.5GW, 65.3 The energy storage construction demand of GW and 93.2GW, and the capacity demand under the comprehensive backup time are expected to be 38.8GWh, 68.5GWh, 108.1GWh, 158.8GWh and 235.7GWh, respectively.

The huge market demand provides a broad space for the development of new energy storage. However, at present, the industrialization and market-oriented development of the entire new energy storage still needs to continuously overcome technical and cost bottlenecks in order to truly realize commercialization.

The "Plan" pointed out that by 2025, the performance of electrochemical energy storage technology will be further improved, and the system cost will be reduced by more than 30%; Energy technology has been applied in engineering; mechanical energy storage technologies such as megawatt-scale flywheel energy storage have gradually matured; long-term scale energy storage technologies such as hydrogen energy storage and thermal (cold) energy storage have made breakthroughs. By 2030, new energy storage will be fully market-oriented. The core technology and equipment of new energy storage is independently controllable, and its technological innovation and industrial level are at the forefront of the world. The market mechanism, business model, and standard system are mature and sound, and it is deeply integrated with all aspects of the power system. It basically meets the needs of building a new power system and provides comprehensive support The goal of carbon peaking in the energy sector was achieved as scheduled.

"In the stage of promoting the large-scale development of energy storage, technological breakthroughs and breakthroughs are the key, including diversified technology, whole-process safety technology, smart regulation technology, innovative smart regulation technology and other fields, accelerate the autonomy of core technologies, and improve the new energy storage field. Innovation ability." Guosheng Securities believes.

In fact, in recent years, the safety and cost of energy storage have been the focus of heated discussions in the industry.

In this regard, the "Plan" proposes to increase the research and development of key technical equipment, and requires the promotion of diversified technology development, breakthroughs in whole-process safety technology, and innovation of intelligent control technology. Among them, in terms of safety technology, the "Plan" requires breakthroughs in battery intrinsic safety control, electrochemical energy storage system safety early warning, system multi-level protection structure and key materials, efficient fire extinguishing and re-ignition prevention, and overall safety design of energy storage power stations, etc. Key technologies to support the safe operation of large-scale energy storage power stations.

And cost reduction is also related to the process of commercialization of energy storage.

The "Plan" proposes to rationalize the cost of new energy storage. Models on different application sides include: increasing the support of "new energy + energy storage" on the power supply side, and actively guiding new energy power stations to be deployed in a market-oriented manner in areas where the proportion of new energy installed capacity is high and the system is under great pressure for peak-shaving operation. New energy storage. Establish an independent energy storage power station capacity price mechanism on the grid side, and gradually promote energy storage power stations to participate in the power market. On the user side, speed up the implementation of the time-of-use electricity price policy, establish a peak electricity price mechanism, widen the peak-to-valley price difference, guide the transmission of electricity market prices to the user side, establish a demand-side response compensation mechanism connected with the electricity spot market, and increase the energy storage capacity of the user side. revenue channel. At the same time, actively explore and promote the shared energy storage model, and encourage new energy power stations to configure energy storage in the form of self-construction, lease or purchase, and play the sharing role of energy storage "multiple uses in one station".

"Generally speaking, the role of new energy storage is still in its infancy, and there are still bottlenecks in planning and construction, dispatching operation, power market, safety management, etc." Liu Yong told the 21st Century Business Herald reporter, for this reason, the "Plan" It is proposed to promote the coordinated and optimized operation of new energy storage, new energy and conventional power sources, rationally distribute new energy storage on the grid side, and focus on improving the level of power security and overall system efficiency; realize the flexible and diverse development of new energy storage on the user side, and explore the integrated development of energy storage. New scenarios, expanding new energy storage application fields and application models.

Article source: 21st Century Business Herald

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