NEM储能系统在高峰日的运行情况以及如何成为一名精明的运营商.pdf

1、How the NEM BESS fleet is operating on peak days,&how to be a savvy operatorMATT GROVER|26 AUG 2025 Fluence Energy LLC.All rights reserved.|2 219GW OF RENEWABLE AND STORAGE ASSETS UNDER MANAGEMENTNISPERA15GW OF AI-OPTIMIZED BIDDING OF RENEWABLES AND STORAGEMOSAICENERGY STORAGE SOLUTIONS(1)41TOTAL GW

2、hOUR MISSIONTransform the way we power our world to create a more sustainable future.PURPOSE-BUILTPURPOSE-DRIVEN265PROJECTSOPTIMIZATION SOFTWARE(2)SERVICES(2)10TOTAL GW(1)Deployed or contracted as of June 30,2025(2)Contracted or assets under management as of June 30,2025Two key questions for today F

3、luence Energy LLC.All rights reserved.|3 31)How is the NEMs fleet of BESS trading and operating,on key days?2)What tools does a BESS trader need in the toolkit,to navigate key days?Key themes we will explore today4 4 Fluence Energy LLC.All rights reserved.|1.BESS have diverse objectives and diverse

4、operations2.BESS are trading using a combo of algorithmic bidding+human direction3.Benchmarking or quantifying a BESS trading performance requires nuance Fluence Energy LLC.All rights reserved.|4 4Deep dive on 3 days in JuneChart:NEM BDU fleet total daily wholesale revenue,last 365 days to 23 Aug Fl

5、uence Energy LLC.All rights reserved.|5 512 June:11%of annual revenues18 June:1%of annual revenues26 June:10%of annual revenuesChart orientation:each BESS MW are normalised,as if each BESS were the same size(in MW)Fluence Energy LLC.All rights reserved.|6 6Energy RRP(black line)1=BESS operating at m

6、ax power(full nameplate)9 operational Scheduled BDUs in VICIndividual BESS are overlaid(not stacked)Today well just focus on each evening peak periodDay one:12 June 20257 7 Fluence Energy LLC.All rights reserved.|12 June 20258 8 Fluence Energy LLC.All rights reserved.|2 Hours of prices at$10,000foll