当前储能市场和储能经济性分析

储能科学与技术 ›› 2012, Vol. 1 ›› Issue (2): 103-111.

当前储能市场和储能经济性分析

金虹¹, 衣进²

1 北京低碳清洁能源研究所储能中心,北京 102209;
2 凯旋创投,北京 100005

收稿日期:2012-10-17 出版日期:2012-11-19 发布日期:2012-11-19
通讯作者: 衣进,博士,毕业于麻省理工学院,凯旋创投副总裁,负责清洁技术领域的投资以及已投项目的项目管理,曾任美国应用材料公司(Applied Materials)储能产品部门创始团队成员及产品市场经理,在技术研发领域具有丰富的经验,拥有多项美国发明专利,E-mail:jinyi@keytonevc.com.
作者简介:金虹(1983--),女,博士,高级工程师,毕业于麻省理工学院,现于神华集团北京低碳清洁能源研究所从事新材料与新工艺在清洁能源特别是储能方面的研究,曾任德国默克公司(Merck KGaA)高级科学家,已发表10余篇高影响因子国际知名期刊文章并获多项国际发明专利,E-mail:jinhong@nicenergy.com

Analysis of the current energy storage market and energy storage economy

JIN Hong¹, YI Jin²

1 Energy Storage Center,National Institute of Clean-and-Low-Carbon Energy,Beijing 102209,China;
2 Keytone Ventures,Beijing 100005,China

Received:2012-10-17 Online:2012-11-19 Published:2012-11-19

摘要/Abstract

摘要： 储能在未来电网以及可再生能源的应用中将起到至关重要的作用.它的应用范围涉及发电,传输,分配乃至终端用户.本文简要分析并总结了储能市场的经济性,重点阐述了储能应用的主要瓶颈问题----成本.通过分析与计算,确定了储能产品的目标成本,并且以历史上光伏产业规模效应的经验曲线为基础分析了能够降低储能成本的可行途径.储能应用市场将为传统能源结构带来根本性的变化,给社会经济带来巨大的福利,它的应用势在必行.但是,要实现储能的大规模应用还有诸多艰巨的任务与挑战,其中最重要的是要降低储能系统的成本,而实现这个目标需要多方面的共同努力.

关键词: 储能市场, 储能经济性, 规模效应, 储能成本分析, 均化能源成本, 平价上网, 电力价值链, 成本目标

Abstract: Energy storage will play a pivotal role in the next generation power grid and is the key enabler for renewable energy. Its potential applications widely spread within the domain of electricity generation, transmission, distribution and power end user. We briefly summarized and analyzed the energy storage market economics in this paper, focusing on the key bottleneck of the energy storage adoption, i.e., cost. The cost target of general energy storage product is identified, and viable cost reduction pathways are thoroughly analyzed, with the historical development of PV product as the reference. We concluded that the energy storage market is expecting high growth with high economical and societal value with large challenges, especially in China. The cost reduction remains the critical cornerstone in this challenge.

Key words: energy storage market, energy storage economics, scale economies effect, energy storage cost analysis, levelized cost of energy, grid parity, power value chain, cost target

中图分类号:

F416.2

金虹, 衣进. 当前储能市场和储能经济性分析[J]. 储能科学与技术, 2012, 1(2): 103-111.

JIN Hong, YI Jin. Analysis of the current energy storage market and energy storage economy[J]. Energy Storage Science and Technology, 2012, 1(2): 103-111.