Grid side energy storage starts all sides of the enterprise complex mood to meet the challenge
The mentality of the electrochemical energy storage industry towards power grid enterprises is complex.
In 2018, energy storage projects on the power grid came into operation. In the past few years, it has been the wish of many practitioners in the energy storage field to build electrochemical energy storage power station in the whole transmission and distribution system by the power grid.
From the point of view of the functions and characteristics of electrochemical energy storage power station, it is really worth expecting. Compared with conventional generator sets, energy storage has obvious advantages in the field of auxiliary services. It can provide peak frequency modulation, emergency standby, emergency power support, black start and other services for the power grid at the speed of milliseconds.
In a horizontal comparison of different application scenarios, power generation side energy storage is generally used for new energy generation smooth output or combined frequency modulation of thermal power and energy storage units, and user side energy storage is generally used for peak and valley price difference arbitrage and power quality improvement. In these cases, the value of energy storage is relatively simple. However, if the energy storage power station can be built in the transmission and distribution link, the power grid can make full use of the energy storage power station according to its multiple needs, and the value of electrochemical energy storage can be maximized.
So 2018 has been an exciting year for energy storage. Jiangsu, Henan, Hunan and Guangdong have started the electrochemical energy storage construction journey successively. Compared with the scale of several megawatts on the user side and the power generation side, most of the grid side projects have reached the level of 100 megawatts, which provides a lot of opportunities for energy storage enterprises.
However, companies soon realize that technical considerations are only part of the story, and that the competitive landscape among companies also affects the development of an industry.
In many batches of energy storage project equipment procurement bidding, the competition between bidding enterprises is fierce. Some people in the industry expressed concern, from the bidding price, price war has begun to emerge. At the beginning of an industry's development, it makes sense to use the low price strategy to seize the market