Stem - 储能资产经济优化的最佳实践.pdf

1、Best Practices for Economic Optimization of Energy Storage Assets 2023 Stem,Inc.Stem is a global leader in AI-driven clean energy solutions&servicesWe maximize the value of energy assets and portfolios.30+MillionRuntime hours of leveraged data83,000+Grid services site dispatches75+Permitting jurisdi

2、ctions across 260+cities and 40+utilities50+CountriesWorldwide with assets under management5+GWhStorage assets under management across 1,000+sites operating or contracted25+GWSolar assets under management across 200,000+sites worldwideMatt TappinPresident,Technology&Services 2023 Stem,Inc.AgendaEmpl

3、oying holistic approaches to the management of storage assets Understanding impacts of emerging financing structuresUnderstanding impacts of OEM warranties on operations Balancing operational risk and business objectives effectively3 2023 Stem,Inc.4Interdependencies of technical and market operation

4、s create new dynamicsUnlike traditional renewables,storage achieves attractive returns by stacking revenues across complex market opportunities doing this well is key to asset management.Technical operations and market optimization are related in complex,dependent ways dispatch requires forecasting

5、and technical availability while optimization strategies can impact asset health.Source:Stems Benchmarking ERCOT Performance of Stems Athena Optimization Platform Whitepaper December 2023Energy MarketDay-Ahead Energy MarketReal-Time Energy MarketReservesRegulationVoltage SupportBlackstartAncillary S

6、ervice MarketWholesaleElectricityMarket 2023 Stem,Inc.5Emerging contract structures support investment but contribute to complexityRisk is being moved from asset owners to traditional risk-bearing balance sheets Merchant optimization Managed service optimizersFinancial hedgesPhysical tollsRevenue fl