Clearly propose the establishment of an energy storage price

On April 30, the National Development and Reform Commission issued the "Opinions on Further Improving the Price Formation Mechanism for Pumped Storage Energy". In May, the National Development and Reform Commission issued the "Notice on the Action Plan for Deepening the Reform of the Price Mechanism during the Fourteenth Five-Year Plan" period. Proposed the action line of "implementing the newly introduced pumped storage price mechanism, establishing a new type of energy storage price mechanism, and promoting the development of new energy and related energy storage industries." This is the first time that a national policy document clearly proposes the establishment of a new type of energy storage price mechanism. Combining the two documents, the establishment of a new energy storage price mechanism with reference to pumped storage electricity prices has a significant impact on the investment and operation of independent energy storage power stations.

 

The "Opinions on Further Improving the Price Formation Mechanism of Pumped Storage" clarifies the value of pumped storage for various auxiliary services of the power system, and clarifies that the electricity price is formed by market competition, and the capacity electricity price is included in the transmission and distribution price for recovery, but not as The principle that the components of the transmission and distribution price are not included in the cost of the transmission and distribution price. At the same time, the "Opinions" proposes that the benefits of pumped-storage power plants in the market should be deducted when the electricity price is approved, and allow pumped-storage power plants to retain 20% of the revenue from participating in the market for incentives, reflecting the orientation of market-oriented reforms. According to standard pumped storage, new power storage can currently participate in the mid- to long-term, spot and ancillary service markets. Although it can be profitable in the ancillary service market in some regions, it is difficult to obtain relatively stable, Reasonable income. Therefore, although the "Opinions" is not yet a pricing method for pumped storage, it has clarified the principles and ideas for the electricity price policy of energy storage. In the future, combined with the reform of the power system and the gradual improvement of the power market, we believe that it will be possible during the 14th Five-Year Plan period. Establish a reasonable price mechanism for portable power station.

 

On May 7, Shandong Provincial Energy Administration initiated the application for energy storage demonstration projects. With reference to the “Energy Storage Implementation Opinions” issued by Shandong in March, energy storage demonstration projects benefited by participating in peak shaving and frequency modulation auxiliary service markets on the one hand, and on the other One aspect is to obtain a priority power generation plan, combined with the principle of building or renting energy storage facilities at a ratio of not less than 10% for new energy stations in Shandong, and can be tilted in terms of priority grid connection and priority deployment of new energy stations. According to the public list of demonstration projects, there are currently 5 peak shaving projects, 2 frequency modulation projects, and energy storage projects with a total scale of 510MW/841MWh are included in the demonstration. According to current policy conditions, the income of peak shaving projects mainly depends on the number of power plant calls. The priority power generation plan needs to be bound with power generation companies. It is difficult for energy storage power stations to independently calculate this part of the income. Therefore, the investor of this demonstration project uses power generation Enterprises are the main ones, and only one is invested by State Grid Shandong Comprehensive Energy. The Alliance has learned through investigations that the current demand for peak shaving in Shandong Province is relatively large. During the 14th Five-Year Plan period, combined with the rapid development of new energy, large-capacity and long-term energy storage is urgently needed as a flexible resource, and it is expected to include system climbing and backup. In the ancillary service market, a compensation mechanism for peak shaving prices during and during non-operating periods of the spot market will be formulated. In the recently released "Fourteenth Five-Year Plan for Energy Development in Shandong Province (Draft for Comment)", energy storage is regarded as a new industry and new business format to cultivate and grow. It is expected that through the continuous improvement of the Shandong power market, it will drive the development of the energy storage industry in Shandong. Scale development.

 

The Zhejiang Provincial Supervision and Administration Office issued the "Zhejiang Third Party Independent Entities Participating in Power Auxiliary Service Market Trading Rules (Trial) (Draft for Comment)", which is the first domestic policy for third party independent entities to participate in the ancillary service market. Compared with previous places in North China and other places According to the policy, independent third-party entities can participate in a variety of auxiliary services such as primary and secondary frequency modulation, peak shaving, and spinning reserve, and various compensation prices have been clarified. Combined with the recent tender announcement of the 50MW/100MWh Phase I of the Energy Storage Power Station of Zheneng Xiaoshan Power Plant, the Xiaoshan Energy Storage Power Station is scheduled to be put into operation in September this year and will participate in the Zhejiang auxiliary service market as an independent entity. This project is to effectively utilize decommissioned power plants to transform energy storage. Power stations explore new business models. The Zhejiang policy has further deepened the reform of the auxiliary service market, clarified the way that market-oriented users share the cost of auxiliary services, and listed them in the bill for settlement expenses, and listed the calculation method of the baseline load of energy storage users.

 

In addition to the above policies, the Ministry of Science and Technology of the People's Republic of China officially issued the "Energy Storage and Smart Grid Technology" Key Special Project Application Guidelines for 2021. Focusing on the key research and development projects of the Ministry of Science and Technology, power grid companies, power generation companies, energy storage companies, and scientific research institutes Formed a team and launched fierce competition, striving to occupy the commanding heights of energy storage technology innovation during the "14th Five-Year Plan" period.

 

The notice issued by the National Development and Reform Commission of the "Implementation Plan for the Promotion of Educational Power in the Period of the 14th Five-Year Plan", combined with the construction of energy storage disciplines, emphasizes the deployment of an innovation platform for the integration of energy storage, production and education, and combined with the construction of "double first-class", since 2021 The central budget will be allocated to provide policy and funding guarantees for the construction of energy storage disciplines. This policy has laid the foundation for the long-term development of energy storage technology and industry.

 

The eight ministries and commissions jointly issued by the Ministry of Ecology and Environment, the Ministry of Commerce, the Development and Reform Commission, the Ministry of Housing and Urban-Rural Development, the People’s Bank of China, the General Administration of Customs, the National Energy Administration, and the National Forestry and Grassland Administration "Guiding Opinions on Quality Development" proposes a pilot application to promote the large-scale and industrialization of energy storage in the free trade zone. It can be combined with source-network-load-storage integration projects, comprehensive energy utilization projects, and infrastructure construction such as transportation and logistics in the free trade zone to promote the application of energy storage in multiple scenarios. It can also cooperate with energy service providers in the free trade zone in combination with the electricity and energy facilities in the newly built free trade zone.

 

At the local level, Ningxia, Gansu, Shanxi, Shandong, Hebei and other places have included energy storage in the national economic and social development plan, energy development plan, power development plan, and the promotion of new energy industry development during the "14th Five-Year Plan" period. Among the policies, Ningxia issued the "Notice on Accelerating the Healthy and Orderly Development of Energy Storage in the Autonomous Region (Draft for Soliciting Comments)" opinions. Renewable energy allocation of energy storage is still a policy hotspot. Guangxi and Fujian have issued allocation policies for various regions. Among them, Guangxi has innovatively adopted a scoring method to give greater weight to the allocation of energy storage.