Intensive implementation of policies is conducive to the development of energy storage
The state and local governments have issued a number of relevant policies to support the development of energy storage, take the new energy storage as an important link to improve the regulation capacity, comprehensive efficiency and safety guarantee capacity of the power system, create a good development environment from the perspective of market design and price mechanism, and promote the large-scale application of advanced energy storage technology. Relevant policies clarify the dominant position of independent energy storage market, improve the compensation mechanism of “pay for results” for power auxiliary services, explore and practice a new shared energy storage mode, and support the implementation of the project. Overseas Europe and the United States have released the development roadmap related to energy storage technology, accelerated the establishment of a globally competitive energy storage industry chain, promoted energy storage applications, reduced costs and increased efficiency, and catalyzed the rapid growth of the energy storage industry.
The status of green energy transformation and energy storage is clear, and the long-term plan plays a key role
The continuous increase in the proportion of new energy such as wind power and photovoltaic will bring great challenges to the power system. Advanced energy storage technology can play an important auxiliary role in power and ensure the consumption of renewable energy and the stability of the power system. At the present stage, the installed structure of energy storage in China is mainly pumped storage, and the energy storage of lithium battery is growing rapidly. However, with the frequent occurrence of extreme weather, relying on medium and short-term energy storage system may not be able to meet the demand for a higher proportion of new energy access in the future. In order to stabilize the fluctuation of new energy for several weeks and even seasonally, it is necessary to adopt larger capacity energy storage technology to realize longer-term energy storage. The long-term energy storage technology council predicts that the energy storage capacity will reach 85-150twh in 2040, requiring an investment of US $1.5-3 trillion. Major countries in the world have launched a number of R & D plans and funding guidelines to promote the demonstration and application of long-term chemical energy storage technology, focusing on key technological innovation. Long term energy storage system plays an increasingly critical role in the context of the increasing proportion of new energy.
Long term chemical energy storage has broad prospects and opens the era of “hydrogen energy 2.0”
As a clean and high energy density secondary energy, hydrogen energy is an excellent long-term chemical energy storage method. Major countries in the world have raised hydrogen energy to the height of energy strategy. At present, the preparation of green hydrogen is also limited by renewable energy power cost and electrolytic efficiency of electrolytic cell. Paying attention to technology R & D and application promotion is conducive to reducing the cost of green hydrogen. According to the world Hydrogen Energy Council, the cost equivalent to that of grey hydrogen can be initially realized by 2028. Japan has put into operation the world’s largest photovoltaic hydrogen production project (fh2r). In addition, hydrogen energy has broad application prospects in chemical industry, metallurgy, construction and other fields. Ammonia energy and liquid sunlight open the main long-term energy storage direction of hydrogen energy 2.0 era, and it is planned to focus on solving the problems of hydrogen energy storage and transportation. Japan took the lead in promoting the ammonia energy strategy, joined hands with many countries to establish an ammonia energy industry chain, and took the lead in applying gas turbine power generation to replace traditional fossil fuels. China actively promotes the liquid sunlight scheme, uses photovoltaic to produce hydrogen, and prepares green methanol through efficient catalytic hydrogenation of carbon dioxide, so as to realize efficient negative carbon long-term energy storage, and promote deep decarbonization in transportation, chemical industry, construction and other fields. Improving the system conversion efficiency and reducing the cost of photovoltaic power are the key to realize the parity of green methanol.
Risk tips
1. The implementation of the policy is less than expected; 2. Impact of epidemic changes; 3. Energy storage investment is less than expected; 4. The progress of energy storage technology is less than expected; 5. There are safety accidents and environmental risks in energy storage technology.
