原标题:能源储存将加速全球能源转型
中国石化新闻网讯 据能源新闻2月25消息称,根据Wood Mackenzie的说法,全球存储市场的发令枪已经响起,到2024年,全球存储市场的年部署能力将从2019年的约4GW增长到超过15GW。成本下降,直接激励和清洁能源目标激增,竞争激烈的市场和垂直一体化电力供应商开始认识到能源存储的潜力。
在未来10年,已经整合的制造商、开发商、投资者和集成商将在这个蓬勃发展的行业中争夺自己的份额,开辟成熟的供应链,推动成本削减。与此同时,持续的政策和监管努力将是推动市场上行的关键。
本世纪末将受益于稳定的供应链和成熟而有经验的参与者,但新技术和新政策带来的影响甚至更大。
Finn-Foley表示:“能源存储行业处于一个令人羡慕的地位,它能够从多个方向应对增长的变化。”
与所有可再生能源技术一样,能源储存在能源转型中发挥着重要作用。
今年早些时候,石油巨头道达尔和汽车制造商欧宝宣布了一项关于电动汽车电池制造的合作计划,潜在的投资高达55亿美元,生产能力高达47吉瓦时。
Finn-Foley称:“道达尔已经投资于固定存储应用,欧宝显然将电池视为未来的关键元素。”
曹海斌 摘译自 能源新闻
Energy storage to accelerate global energy transition in 2020s
The starting gun has sounded for the global storage market, which is set to grow from approximately 4GW of annual deployments in 2019 to more than 15GW in 2024, according to Wood Mackenzie. Costs have fallen, direct incentives and clean energy targets are proliferating and competitive markets and vertically-integrated electricity providers are beginning to recognise the potential of energy storage.
In the next decade, the already consolidating web of manufacturers, developers, investors and integrators will compete for their slice of this burgeoning industry, carving out mature supply chains and propelling cost reductions. As they do, continued policy and regulatory efforts will be key to driving upside in the market.
The end of the decade will benefit from stabilising supply chains and mature and experienced players, however there will be even more potential for disruption from new technologies and policies.
Finn-Foley said: “The energy storage industry is in the enviable position of juggling growth gamechangers from multiple directions.”
As with all renewable energy technologies, energy storage has an important role to play in the energy transition.
“Oil major Total and automaker Opel announced a collaboration on electric vehicle (EV) cell manufacturing earlier this year, potentially investing as much as $5.5 billion in up to 47 GWh of manufacturing capacity.
“Total, already investing in stationary storage applications, and Opel clearly see batteries as a key element of the future,” said Finn-Foley.
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