Gridmatic - 风险回报权衡：来自2023年ERCOT存储报告的见解.pdf

1、David MillerVice President,Business DevelopmentRisk-reward trade-offsThis presentation contains preliminary findings from our analysis of storage systems in ERCOT in 2023,based on available ERCOT disclosure data.The insights presented are subject to change as our research progresses.A comprehensive

2、report with deeper and more extensive findings will be published upon completion of our analysis.Readers are advised that the information provided herein should not be used as the sole basis for making decisions without additional sources of information.Insights from the Gridmatic 2023 ERCOT Storage

3、 Report2About GridmaticAI-Enabled Power MarketerMission DNA AI EnergyMarketsTo enable and accelerate the ascent of clean energy in the worlds electricity marketsWe supply standard and advanced energy productsSuppliers We buy energy from wind and solar farmsWe operate batteries and optimize revenueBu

4、yers StorageWe use AI to optimize outcomes for energy stakeholdersCumulative Profit in DAM TradingOur AI engine made us the#1 trader in ERCOT in 20233ERCOTMISOCumulative Profit2016201820202022Cumulative Profit in DAM Trading2023Annual Gridmatic Storage ReportPurposeShare storage insights more broadl

5、yScopeERCOT commercial batteriesData Sources60 day ERCOT disclosure data2021(n=19)2022(n=47)2023(n=72)42023 was quite the year!DecJunJanFebMarAprMayJulJanAugSepOctNovDecThe year started with a pessimistic outlookdue to expected AS saturation and stricter operational constraints6DecJunJanFebMarAprMay

6、JulJanAugSepOctNovDecBut the introduction of ECRS changed the outlookalong with a very hot summer7SOC policy was hotly contestedending with a retraction in Jan 2024DecJunJanFebMarAprMayJulJanAugSepOctNovDec8So what did this mean for 2023 ERCOT results?20232022Average$/kW-month$17.58$10.90Average rev