Enverus - 创建未来的网格-存储机会.pdf

1、Creating the Grid of the Future|Opportunities for Storage|ENVERUS.COM|1zMarch 20th,2024 Opportunities for StorageCreating the Grid of the Future|Opportunities for Storage|ENVERUS.COM|2Juan Arteaga,PhDSenior ACreating the Grid of the Future|Opportunities for Storage|ENVERUS.COM|3Interconnection Queue

2、 PredictionsLong-Term Load ForecastLMP VolatilityEnergy Storage Strategies Creating the Grid of the Future|Opportunities for Storage|ENVERUS.COM|4Interconnection Queue PredictionsLong-Term Load ForecastLMP VolatilityEnergy Storage Strategies Creating the Grid of the Future|Opportunities for Storage|

3、ENVERUS.COM|5Total Queued Capacity by ISOSource|Enverus Intelligence Research-50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000 450,000CAISOERCOTSPPMISOPJMNYISOISO-NECapacity(MW)OtherOilHydroNatural GasOnshore WindOffshore WindSolar PVStorageCreating the Grid of the Future|Opportunities

4、 for Storage|ENVERUS.COM|6Source|Enverus IntelligenceResearchHistorical Project Completions and Suspensions73%54%75%77%81%80%72%84%84%-20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 180,000 200,000201520162017201820192020202120222023Capacity(MW)OperatingSuspendedCreating the Grid of the

5、 Future|Opportunities for Storage|ENVERUS.COM|7Source|Enverus IntelligenceResearchEnverus IntelligenceResearch(EIR)View on Project ViabilityProbability of Completion0-40%60-80%80-100%40-60%15%29%7%1%1%-50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000CAISOERCOTMISOPJMISO-NECapacity(MW)C

6、reating the Grid of the Future|Opportunities for Storage|ENVERUS.COM|8Source|Enverus IntelligenceResearchDeveloper Queue Capacity Grouped by Probability of SuccessProject Developer0-40%60-85%80-100%40-60%-500 1,000 1,500 2,000 2,500 3,000 3,500 4,000Capacity(MW)Creating the Grid of the Future|Opport