SunGrid - 能源存储的开发者机会与挑战.pdf

1、March 19,2024Presented By:Christopher FinleyChief Commercial OfficerDeveloper Opportunities&Challenges for Energy StorageAgenda 2 ESS Market TrendsUS Market GrowthChallengesOpportunitiesEPiC Value PropositionESS Market Trends 3 Global Energy Storage Capacity 4 TextGlobal energy storage installs,with

2、 2023 expected figures and 2024 forecasts,broken out by market segment.Image:EnergyTrend/TrendforceGlobal Energy Storage Capacity 5 TextGlobal energy storage installs,with 2023 expected figures and 2024 forecasts,broken out by market segment.Image:EnergyTrend/TrendforceMassive YOY GrowthLed by Utili

3、tyGlobal Battery Pack Price Trend 6 US Market Growth 7 Energy Storage Deployment Forecast 8 Targets By State 9 California15 GW by 2032New York6 GW by 2030Texas5 GW by 2030Michigan4 GW by 2040Virginia3.1 GW by 2035New Jersey2 GW by 2030Nevada1 GW by 2030Massachusetts1 GW by 2026Connecticut1 GW by 203

4、0Maine0.5 GW by 2030U.S.Market OutlookEnergy Storage Policy Drivers 10 Procurement TargetsRegulatory AdaptationDemonstration ProgramsFinancial IncentivesConsumer ProtectionsChallenges 11 AVG BESS Lead Time(Weeks)EPiC Development Cycle 12 AVG BESS Cost Breakdown(%)Supply Chain Volatility 13 Lead time

5、Cost VariationsDesignShared Risk ApproachLithium Supply Chain Balance 14 Domestic capacity will grow to over 630 GWh!Environmental,Social&Governance-Greenhouse gases-Air pollution-Water pollution-Radioactive pollution-Child or forced labor-Discrimination and harassment-Protecting Indigenous rights-C

6、ustomer health and safety-Anticompetitive practices-Sustainable supplier management-Corruption and bribery 15 Regional Queues for Battery Storage 16 Unlocking the domestic content bonus tax credit 17 40%+Boost domestic production and supply chainsDevelopers actively seek&prioriti