2022澳洲儲(chǔ)能市場介紹

AustraliaBatteryEnergyStorageMarketAustraliaBatteryEnergyStorageMarket澳洲電池儲(chǔ)能市場介紹150000戶基于虛擬電網(wǎng)連接的分布式光伏儲(chǔ)能項(xiàng)目2BESSDeploymentbyin2017澳洲是全球儲(chǔ)能市場增長速度最快的國家之一3LargeScaleBESS55LargeScaleBESS55is4個(gè)項(xiàng)目，共4GWh4戶用及商用電池儲(chǔ)能系統(tǒng)預(yù)計(jì)到2020年將增至450000個(gè)以及3GWh5Nationalpolicy:50%REby2030EnergyPolicyisStatesPolicyinNationalpolicy:50%REby2030EnergyPolicyisStatesPolicyinAustralia,SetEnergy澳洲政府對巴黎協(xié)定十分重視SouthAustralia:TargetZeroNetEmissionby2050,Currentlyusing50%RenewableEnergy南澳州目標(biāo)為到2050年前達(dá)到0凈排放，現(xiàn)可再生能源使用率為50%6–政府光伏支持政策FederalGovernmentSupportSolarthroughCarbonTaxScheme聯(lián)邦政府通過收取碳排放稅支持光伏能源發(fā)展–政府光伏支持政策FederalGovernmentSupportSolarthroughCarbonTaxScheme聯(lián)邦政府通過收取碳排放稅支持光伏能源發(fā)展Large-scalegenerationcertificate（大規(guī)模發(fā)電許可）Solarinstallation100裝機(jī)總功率大于100KWAnnualbase政策每年調(diào)整priceisAU$34atcurrentequalto1MWhsolarpowerperyear相當(dāng)于1年周期內(nèi)每發(fā)電1MWh的補(bǔ)貼，現(xiàn)市場價(jià)格1LGC=34澳元Forexample,install1MWSolarcanreceive$49,640Governmentin2018,如2018年，每1兆瓦的光伏電廠可獲取聯(lián)邦政府49640澳元的政策補(bǔ)貼Small-scaleRenewableEnergycertificates（小規(guī)?？稍偕茉丛S可）Solarinstallation100KW裝機(jī)總功率小于100KWOnetime一次性補(bǔ)貼政策1=AU$37Forexample,install6.5SolarPVcanreceive$4,088fromGovernment如安裝6.5KW的光伏板可獲得聯(lián)邦政府4088澳元的政策補(bǔ)貼7-政府電池儲(chǔ)能支持政策各州戶用電池儲(chǔ)能系統(tǒng)補(bǔ)貼政策Scale-政府電池儲(chǔ)能支持政策各州戶用電池儲(chǔ)能系統(tǒng)補(bǔ)貼政策ScaleandARENAfunding大規(guī)模儲(chǔ)能電站各州及ARENA補(bǔ)貼SouthAustralia$50millionlargescalefundGSSF南澳州補(bǔ)貼基金5000萬澳元ARENAR$110millionARPfundSouthAustraliaARENA針對南澳州的1.1億澳元補(bǔ)貼基金8State/TerritoryPolicy/IncentiveSouthAustraliaHomeBatteryScheme(HBS):$100millionrebateand$100millionCEFCloan,$500/WKhupto$6000(12WKh)perhomeVictoriaSolarHomesPackage:50%ofBatteryinstallationcost,upto$4,835perhome,for100,000homeswhichannualincomeless$180,000QueenslandUpto$3000rebateand$10,000interestfreeloan,for1000homesACT$825/KWhinstalledbatteryrebate,upto5,000homebatterysystemFederalGovtIfLabourgovernmentelected,$200millionfundforhomebatteryrebate,for100,000homes,upto$2000perhome9LargeScaleBESSprojectinstalledinNov2017,allofotherprojectsinstalledin201810ProjectnameBESSSizeSystemTeslaHornsdalePowerReserve,SA100MW/129MWhTeslaLakeBonneyWindFarm,SA25MW/52MWhTeslaDalrymple,SA30MW/8MWhSamsungGannawarra,Vic25MW/50MWhLargeScaleBESSprojectinstalledinNov2017,allofotherprojectsinstalledin201810ProjectnameBESSSizeSystemTeslaHornsdalePowerReserve,SA100MW/129MWhTeslaLakeBonneyWindFarm,SA25MW/52MWhTeslaDalrymple,SA30MW/8MWhSamsungGannawarra,Vic25MW/50MWhTeslaBallarat,Vic30MW/30MWhFluence–Siemens&AESTheTheintheworldTheProjectof–Neoen–SAGovernmentNov2017commissioned,builtin1002017年11月投運(yùn)，100日內(nèi)建成Capex:$90millionin$54million總投資9000萬澳元，其中電池5400萬Netincomein12month:$25-26million(ABCreport))1年內(nèi)凈收益：25-26萬澳元11Supplier:Samsung'scellsSupplier:Samsung'scells100MW/129MWhnormalC0.53SAGovernmentwhenPriceinSAhitscapof>$14,000/MWhNeoenWinduses:30MW/99MWh(0.303C)span:1512輔助調(diào)頻表現(xiàn)AEMOconfirmedthe輔助調(diào)頻表現(xiàn)AEMOconfirmedtheBESShasFCASperformanceAEMO助調(diào)頻表現(xiàn)優(yōu)異Chart:TherespondedaccidentaltripofinNSW項(xiàng)目在2017年1218的調(diào)頻調(diào)度需求的表現(xiàn)13HPRNetIncomesin12TeslaHPR項(xiàng)目前12個(gè)月凈收益來源拆分ABCNewReport:The$90million,netincome$25.5million;SmartEnergyCouncilReport:theprojectpaybackperiodis2.8years根據(jù)ABC報(bào)告：項(xiàng)目總投資9000萬澳元，第一年凈利潤HPRNetIncomesin12TeslaHPR項(xiàng)目前12個(gè)月凈收益來源拆分ABCNewReport:The$90million,netincome$25.5million;SmartEnergyCouncilReport:theprojectpaybackperiodis2.8years根據(jù)ABC報(bào)告：項(xiàng)目總投資9000萬澳元，第一年凈利潤2550萬澳元根據(jù)澳洲智慧能源協(xié)會(huì)估算：項(xiàng)目回本周期為2.8年14IncomeStreamActualIncome,AU$millionFCASService輔助調(diào)頻服務(wù)15.7EnergyArbitrage峰谷套利3.3GovernmentContract政府合約4.0Others其他2.5Total25.5HPRHPR*Source:Greenpower15GreenpowerInvestmentProjectinSouthAustralia200MW/100MWhGridConnectBESSGreenpower位于南澳州的200MW/100MWhGreenpowerInvestmentProjectinSouthAustralia200MW/100MWhGridConnectBESSGreenpower位于南澳州的200MW/100MWh的電網(wǎng)側(cè)儲(chǔ)能項(xiàng)目16inSouthAustralia南澳的儲(chǔ)能市場機(jī)會(huì)EnergyMix–48.5%7DaysActual:7/14April2019SolarandWindarebecomingmajorenergysourceininSouthAustralia南澳的儲(chǔ)能市場機(jī)會(huì)EnergyMix–48.5%7DaysActual:7/14April2019SolarandWindarebecomingmajorenergysourceinSA光伏及風(fēng)能正成為南澳州的主要電力來源SAGovernmentsupportstheScaleEnergyprovide$50millionGSSF+ARENA$110millionsupportingfunds南澳州政府支持政策較好，政府5000萬+ARENA1.1億澳元基金支持HPRprojecthastheboththescaleBESStechnicalperformanceandfinancialreturnsHPR例證70MWsolarand150MWhBESSprojectinSA17istheprojectdeveloper為此項(xiàng)目的開發(fā)商ProjectissupportedbySAistheprojectdeveloper為此項(xiàng)目的開發(fā)商ProjectissupportedbySAGovernment項(xiàng)目已獲得南澳州政府支持ProjectScope:200MW/100MWhLFP2CLocation:directconnect275KVgrid直聯(lián)275KV電網(wǎng)onAEMOwholesaleNationalEnergy在AEMO國家能源批發(fā)平臺(tái)運(yùn)營交易MajorIncome:FCASandEnergyArbitrage主要收入來源為輔助調(diào)頻及峰谷套利交易18 Highvolatility不穩(wěn)定性高$15millionper4in平均每4周1500萬澳元FCAS/Spot Highvolatility不穩(wěn)定性高$15millionper4in平均每4周1500萬澳元FCAS/Spot=1.8%19YearFCASMarketValue,$million201612320172142018217Average185ArbitrageAveragedailynetearningpriceof6x5mins(30mins)dispatch右圖為按照6×5分鐘的調(diào)度模式，平均每天的凈收益情況Basedonpast19yearsdataanalysis基于過往ArbitrageAveragedailynetearningpriceof6x5mins(30mins)dispatch右圖為按照6×5分鐘的調(diào)度模式，平均每天的凈收益情況Basedonpast19yearsdataanalysis基于過往19年的數(shù)據(jù)分析AverageDailyEarning(2Cand30mins):$400/MWh/Day按照2C系統(tǒng)及30分鐘模式計(jì)算，平均收入為400澳元/MWh/天2CBatteryhashigherdailyearningthan1CBattery2C電池每天獲利表現(xiàn)優(yōu)于1C電池0.5C1C2CSource:Greenpower20TheCapitalExpenses(Capex)項(xiàng)目預(yù)算*CostbudgedRMB4000/21AU$millionNoteSystemCost80IncludeBESSsystemandInverterin40ftcontainer&shipment包括40尺集裝箱式電池、逆變器等設(shè)備（含運(yùn)輸）Equipment&EngineeringCost,Connectionto275KV17TransformerPCSto33KVand33KVto275KV,SwitchGear,Connection變壓器，開關(guān)設(shè)備，連接設(shè)備等SystemInstallation&EngineeringCost8Sitecost,installationandconnectionto11KVtransformerSystemCommissioningCost7Modellingtest,tradingplatformdevelopingandCommissioning模型測試、平臺(tái)開發(fā)、認(rèn)證等TheCapitalExpenses(Capex)項(xiàng)目預(yù)算*CostbudgedRMB4000/21AU$millionNoteSystemCost80IncludeBESSsystemandInverterin40ftcontainer&shipment包括40尺集裝箱式電池、逆變器等設(shè)備（含運(yùn)輸）Equipment&EngineeringCost,Connectionto275KV17TransformerPCSto33KVand33KVto275KV,SwitchGear,Connection變壓器，開關(guān)設(shè)備，連接設(shè)備等SystemInstallation&EngineeringCost8Sitecost,installationandconnectionto11KVtransformerSystemCommissioningCost7Modellingtest,tradingplatformdevelopingandCommissioning模型測試、平臺(tái)開發(fā)、認(rèn)證等Contingency8Total120*CEFC:lowinterestloan–3.5%interestrate22SourceofFundsAU$millionSAGSSFandARENAARPFunds州政府及ARENA補(bǔ)貼20CEFC(ClearEnergyFinancialCorporation),Loan*清潔能源基金會(huì)低息貸款30CommercialBank,Loan商業(yè)銀行貸款20*CEFC:lowinterestloan–3.5%interestrate22SourceofFundsAU$millionSAGSSFandARENAARPFunds州政府及ARENA補(bǔ)貼20CEFC(ClearEnergyFinancialCorporation),Loan*清潔能源基金會(huì)低息貸款30CommercialBank,Loan商業(yè)銀行貸款20PEInvestment私募股權(quán)投資50Total120oBaseontheCapitalStructureandIncomeEstimation,theprojectpaybackperiodwillbewithin3years根據(jù)資本結(jié)構(gòu)及收入預(yù)計(jì)，項(xiàng)目回報(bào)周期會(huì)在3年以內(nèi)Greenpowerwelcomespotentialinvestorsandsystemproviderstoparticipateproject我司歡迎國內(nèi)潛在的投資者及系統(tǒng)供應(yīng)商參與項(xiàng)目o收入預(yù)計(jì)及回報(bào)周期23IncomeStreamAU$millionoBaseontheCapitalStructureandIncomeEstimation,theprojectpaybackperiodwillbewithin3years根據(jù)資本結(jié)構(gòu)及收入預(yù)計(jì)，項(xiàng)目回報(bào)周期會(huì)在3年以內(nèi)Greenpowerwelcomespotentialinvestorsandsystemproviderstoparticipateproject我司歡迎國內(nèi)潛在的投資者及系統(tǒng)供應(yīng)商參與項(xiàng)目o收入預(yù)計(jì)及回報(bào)周期23IncomeStreamAU$millionFCACService輔助調(diào)頻12EnergyArbitrage套利交易10Others其他5Total27ProjectScopeofSupplyEPC andmanagementContainer(40ft)PCSEMSooGreenpowerwillconsignthereputableinstitutiontomanagetheEOIandTenderprocessGreenpowerwillrecruitqualifiedprojectmanagersandengineerstojointheproject,willworkinAustraliafor2years,potentially,employernominationProjectScopeofSupplyEPC andmanagementContainer(40ft)PCSEMSooGreenpowerwillconsignthereputableinstitutiontomanagetheEOIandTenderprocessGreenpowerwillrecruitqualifiedprojectmanagersandengineerstojointheproject,willworkinAustraliafor2years,potentially,employernomination24ProjectMilestone DateFiletheProjectApplication Feb2019GSSFandARENAFundAnnouncement 2019Invitation-ExpressionofJune2019Invitationforofsupply Aug2019CloseFinancing Sept2019CommercialContractofSupply Nov2019Assemblyandpreshipment Mar2020SitePreparationandconstruction Mar2020Installation June2020Commissioning Aug2020ConnecttoGrid Sept2020Handovertooperation Dec2020劃 產(chǎn)品及服務(wù)需求EPC電池系統(tǒng)40尺集裝箱系統(tǒng)PCSEMS將會(huì)委托權(quán)威機(jī)構(gòu)負(fù)責(zé)EOI及投標(biāo)事宜洲工作兩年，并有機(jī)會(huì)獲得雇主提名辦理澳洲綠卡25項(xiàng)目里程碑 時(shí)間節(jié)點(diǎn)遞交項(xiàng)目申請 2019.2劃 產(chǎn)品及服務(wù)需求EPC電池系統(tǒng)40尺集裝箱系統(tǒng)PCSEMS將會(huì)委托權(quán)威機(jī)構(gòu)負(fù)責(zé)EOI及投標(biāo)事宜洲工作兩年，并有機(jī)會(huì)獲得雇主提名辦理澳洲綠卡25項(xiàng)目里程碑 時(shí)間節(jié)點(diǎn)遞交項(xiàng)目申請 2019.2SA及ARENA補(bǔ)貼的落實(shí) 2019.5項(xiàng)目意向邀請 2019.6投標(biāo)邀請 2019.8CloseFinancing 2019.9簽訂供貨合同 2019.11系統(tǒng)預(yù)組裝及出貨前測試 2020.3場地準(zhǔn)備及建設(shè) 2020.3系統(tǒng)安裝 2020.6系統(tǒng)認(rèn)證 2020.8系統(tǒng)并網(wǎng) 2020.9系統(tǒng)移交運(yùn)營 2020.12TheFuturewillbeDistributed分布式能源的未來VirtualPowerPlant(VPP)虛擬電網(wǎng)TheFuturewillbeDistributed分布式能源的未來VirtualPowerPlant(VPP)虛擬電網(wǎng)Greenpower’sProjectinSouthAustraliaVPPfor50,000Homes50000戶基于虛擬電網(wǎng)連接的分布式光伏儲(chǔ)能項(xiàng)目26SouthAustraliahasthehighestresidentialretailelectricitypriceintheworld南澳為全球戶用電費(fèi)最貴的地區(qū)27SouthAustraliahasthehighestresidentialretailelectricitypriceintheworld南澳為全球戶用電費(fèi)最貴的地區(qū)27Teslasignedthe2018Teslasignedthe2018100homestrialsuccessful100戶測試已經(jīng)成功1000homestrialisonthe正在做1000戶的測試28Australiahasrichsunlight1KWSolarPVcanproduce4KWhelectricityperday–AUAustraliahasrichsunlight1KWSolarPVcanproduce4KWhelectricityperday–AUSTRALIAHASHIGHSOLARIRRADIATION澳洲光伏資源豐富，1KW的光伏板每天可產(chǎn)出4KWh的電力29aa–澳洲擁有全球最高的戶均屋頂面積，澳洲共有950萬戶家庭，80%的人口是生活在獨(dú)棟房屋里，世界最高的戶均面積-214平方米。30By2040,SolarandDER52GWSolarPVwillbeinstalled,By2040,SolarandDER52GWSolarPVwillbeinstalled,anditup38%ofpower預(yù)計(jì)光伏組件的市場容量將達(dá)到52GW，占澳洲總能源供給的38%37GWsolarpowerwillbeDER(Home&Commercial)其中37GW的光伏將會(huì)是分布式戶用或商用系統(tǒng)40GWh儲(chǔ)能電池市場規(guī)模搭40GWhSource:BloombergNewEnergyFinance來源：彭博社新能源財(cái)經(jīng)31GreenpowerInvestingGreenpowerInvesting6.5kwrooftopsSolarPV14KWhbatteryeachhomeasDER投資6.5KW光伏板+14KWh電池SaletheelectricityfromDERtohomeowners,atadiscountprice(10%ormore)以-10%的折扣向用戶售電ThroughVPPplatformtradeEnergyatwholesaleenergy通過VPP平臺(tái)，加入AEMO平臺(tái)售電TheprojectissupportedbySAgovernment,HBSprovides$6000perhomerebate,projectwillberolledoutwithin4/5years南澳政府提供每戶6000澳元的補(bǔ)貼，此項(xiàng)目將在4-5年內(nèi)完成solarPVtobeinstalled:325MW總光伏組件功率batterytobeinstalled:700MWhLFPhomebattery總磷酸鐵鋰家庭儲(chǔ)能系統(tǒng)容量investmentwillbeAUS1billion,40%fromgovernmentand60%fromPEinvestmentandbankfinance總投資10億澳元，40%來自政府補(bǔ)貼，60來自私募股權(quán)投資及銀行融資ItwouldbetheVPP50,000homesintheworld全球首個(gè)萬戶規(guī)模的戶用分布式虛擬電網(wǎng)儲(chǔ)能項(xiàng)目32VPPTechnologyPartnerSwitchDinistechuponVPPdevelopment.OneVPPTechnologyPartnerSwitchDinistechuponVPPdevelopment.OneofthebestVPPontheDin主要針對虛擬電網(wǎng)開發(fā)。是市場上最好的虛擬電網(wǎng)系統(tǒng)開發(fā)商之一。intheVPPthroughpartnershipwithSwitchDin我司通過投資與Din略合作伙伴協(xié)議SwitchDinVPPisbothresidentialandscaleBESSVPP儲(chǔ)能電站均可使用33 Capital$5.5million,實(shí)際資本投資550澳元Itcouldbeintheoflease Capital$5.5million,實(shí)際資本投資550澳元Itcouldbeintheoflease式投資Periodis4.2回報(bào)周期為4.2年P(guān)