储能在电力市场中的角色转变（ESS2026）.pdf

1、The changing role of storage in power marketsESS,2026Ed PorterDirector,EMEA,APACWhen weve spoken at ESS,its gone like this.Batteries are coming.For Germany,8GW by start of 2028?When they do,markets saturateIn a saturated market,supply and demand dynamics are keyKeep a focus on the fundamentals for i

2、nvestments But the future is hard to predictAnd this can be in a few ways We havent touched a line of code since DecemberGustav Sderstrm,SpotifyThe AI Analyst,trained on Modo Energys dataOr,in Demand growthFew GB charts are more important than this one.Or in ERCOT,given these revenues settling under

3、$30k/MW/yrWhat peak demand will we see in ERCOT?Energy-only markets,without volatility or demand growth,can be low revenueBut the core theme of supporting renewables remains,here in CAISOSolar needs to be de-risked,the sudden change in SpainBut the challenge varies by reigonIn Australia,weve seen li

4、thium compete to 11.5 hoursConsistent themes drive the storage business case,but where can we see additional value?Looking at 5 case studies,more on the Terminal1)Voltage control is a growing requirement,Red Elctrica CCGT activations2)Or locational actions to reduce grid build out3)Were doing it,but not being paid-24/7 certification.4)How offtake is one in todays marketUsing Indices to de-risk battery storage products5)Inertia,effectively 30 GW of batteries in 2027 in Germany,10k/MW/yr?We have not finished working out how to get the most from the storage fleet