1.三峡国际能源投资集团有限公司,北京 101100
2.中国石油大学(北京),北京 102249
刘子玉(2001—),男,硕士研究生,从事储能、氢能等研究,E-mail:liu_ziyu2@ctg.com.cn;
尹立坤,高级工程师,从事新型储能、氢能等研究,E-mail:yin_likun@ctg.com.cn。
收稿:2026-09-14,
修回:2026-10-26,
网络首发:2026-10-31,
移动端阅览
刘子玉, 徐泉, 尹立坤. 海外新能源项目储能并网适配与价值实现分析[J]. 储能科学与技术, XXXX, XX(XX): 1-13.
LIU Ziyu, XU Quan, YIN Likun. Analysis of grid connection compatibility and value realization of energy storage in overseas renewable energy projects[J]. Energy Storage Science and Technology, XXXX, XX(XX): 1-13.
刘子玉, 徐泉, 尹立坤. 海外新能源项目储能并网适配与价值实现分析[J]. 储能科学与技术, XXXX, XX(XX): 1-13. DOI: 10.19799/j.cnki.2095-4239.2026.0807.
LIU Ziyu, XU Quan, YIN Likun. Analysis of grid connection compatibility and value realization of energy storage in overseas renewable energy projects[J]. Energy Storage Science and Technology, XXXX, XX(XX): 1-13. DOI: 10.19799/j.cnki.2095-4239.2026.0807.
针对海外新能源项目储能配置与收益评价衔接不足的问题,本文选取美国等六个代表性市场,梳理储能政策与商业机制。本文结合公开案例,分析并网要求与合同责任对储能方案的影响,并通过简化的全寿命现金流算例说明其经济影响。不同应用场景对持续时长和控制能力的要求有所差异,储能配置应与所承担的服务相匹配。分析表明,市场准入规则决定储能可参与的服务,接入限额与合同容量预留共同限定可交易规模。长期合同能够提高收入可预见性,同时要求项目满足持续交付和可用率考核,必要时通过补容维持履约能力。算例表明,接入限额可能减少收入,并网改造则增加投资,投运延期则会推迟资金回收。辅助服务等市场收益可能随竞争加剧而回落,首年收入不宜固定外推至全寿命。评价时应区分市场收益随日历年的变化和设备随运营年的衰减,以反映投运延期对收入起点和资金回收时点的影响。项目开发应在设备选型阶段开展接入研究,以实际可交付能力衔接技术配置与收益测算,并结合属地政策和合同条款,采用与当地市场交易及结算规则相匹配的电价序列开展时序运行校核。
To address the insufficient alignment between energy storage configuration and revenue assessment in overseas renewable energy projects
this paper reviews energy storage policies and commercial mechanisms in six representative markets
including the United States. Drawing on publicly available project cases
it analyzes the effects of grid connection requirements and contractual obligations on energy storage design and illustrates their economic implications using a numerical example based on simplified lifetime cash flows. Different applications require different storage durations and control capabilities
and storage configuration should therefore match the services provided. The analysis indicates that market access rules determine service eligibility
while grid connection limits and capacity reserved for contractual obligations jointly constrain the power and energy available for trading. Long-term contracts can improve revenue predictability but impose sustained delivery and availability requirements
potentially necessitating capacity augmentation to maintain contractual performance. The numerical example illustrates how grid connection limits may reduce revenue
connection upgrades increase capital expenditure
and commissioning delays postpone investment recovery. Revenues from ancillary services and other market activities may decline as competition intensifies
and first-year revenue should therefore not be extrapolated unchanged over the operating life. Revenue assessment should distinguish calendar-year changes in market revenue from equipment degradation by operating year to capture the effects of commissioning delays on initial revenue levels and the timing of investment recovery. Grid connection studies should begin during equipment selection
with actual deliverable capability linking technical configuration to revenue estimation; project assessments should also account for local policies and contract terms and verify operational feasibility using electricity price time series at a temporal resolution consistent with local market trading and settlement rules.
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