在不断增长的市场中应对储能系统过度建设问题.pdf

1、Timera Energy Proposal February 26Timera Energy1Timera EnergyLevel 1230 Crown PlaceLondon EC2A 4EStimera-+44(0)207 965 4541February 26Navigating BESS overbuild in a growing marketEnergy Storage Summit 2026Timera Energy Proposal February 26Timera Energy2Timera offers expertise on value&risk in energy

2、 marketsSpecialist energy consultancySpecialist energy consultancyFocus on LNG and European gas&power assetsExtensive industry expertiseExtensive industry expertisePractical knowledge from senior industry rolesPragmatic commercial focusPragmatic commercial focusInvestment,value monetisation&market a

3、nalysisStrong client baseStrong client baseleading energy companies(producers,utilities,funds)Leading industry blog Leading industry blog 30,000+regular readers,publications,conferencesOur clients includeOur clients includeTimera Energy Proposal February 26Timera Energy30510152020262027202820292030G

4、WPipeline rangeFCRaFRR010203020262027202820292030GWCM pipelineTotal ancillary demandNewer BESS markets to follow GB precedentNewer BESS markets to follow GB precedentBESS pipeline to outstrip ancillary demandBESS pipeline vs ancillary demandBESS pipeline vs ancillary demand1.Early BESS entrants have

5、 captured scarcity&ancillary driven upside2.Pipelines are scaling fast across Europe:50-70GW BESS projected in NW&Central Europe across next 5 yrs3.Ancillary demand is finite oversupply set to drive value compression(as in GB)Ancillary-driven returns are temporary.Long-term value must tap deeper mar

6、ketsSource:Timera,NESO,ENTSOETimera Energy Proposal February 26Timera Energy4GB GB 2hr BESS DA margin distribution2hr BESS DA margin distributionRES growth drives widening margin distributionRES growth drives widening margin distributionWholesale value supported by growing volatility1.DA outcomes wi