为什么储能需要独立定价.pdf

1、Why Energy Storage Needs Independent PricingChris WelchReporter,Argus Battery Materials24 February 2026 2026 Argus Media group.All rights reserved.1Contents1.Where we are now:ESS production,installations2.Drivers of demand:battery materials and power prices3.Why battery pricing is the next logical s

2、tep 2026 Argus Media group.All rights reserved.2A view of ArgusHeadquartered in the UK,Argus has over 1,300 staff working in 29 offices in the worlds principal commodity trading and production centres.Argus publishes more than 42,000 daily and weekly spot and forward price assessments,along with com

3、mentary,news and analysis for global commodities and energy markets.Coverage includes markets for:Oil,natural gas,power,hydrogen,coal,biomass,asphalt,base oils,emissions and carbonBiofuelsFertilizersAgricultureChemicals,including petrochemicals and oleochemicalsMetals,ferrous,non-ferrous,battery mat

4、erials,and scrapServices:Market reporting,news,and analysisConsulting and forecastingConferencesArgus prices are used as benchmarks worldwide,including for:US crude oilEuropean gasoline and biofuelsAsia-Pacific LPGCoalEuropean steelUS and European environmental markets 2026 Argus Media group.All rig

5、hts reserved.3Multiple products,multiple benchmarks4Four main products,covering ferrous,non-ferrous and scrap metalWidespread indexation:Used in 50%of metallurgical coal contracts30%of China iron ore imports priced on ArgusMajority of new steel futures settle against Argus pricesLME premiums used fo

6、r Class 1 nickel pricingStainless-steel and stainless-steel scrap1.ESS battery shipments have outpaced EVs 2026 Argus Media group.All rights reserved.5 EV Tank05001,0001,5002,0002,50020152016201720182019202020212022202320242025Global annual lithium-ion battery shipments(GWh)ESS LIBEV LIBSmall LIBCAG