The necessity and breakdown of energy storage for new energy development
The Necessity and Breakdown of Energy Storage for New Energy Development
Energy is the power source of national economic development. At present, the energy consumption structure is undergoing a profound change, photovoltaic and wind power are rapidly entering the historical stage, and all countries in the world have put forward the carbon emission target to "carbon neutral" development. What's more, the proportion of renewable energy target has been adjusted upward and advanced globally.
Three examples
First, China, which recently proposed a target of 25% non-fossil energy consumption by 2030, and expects the 20% non-fossil energy consumption target to be achieved by 2025;
Two, is the European Union. The European Commission formally released the 2030 Climate Target Program and the Policy Impact Assessment Report, proposing to raise the 2030 greenhouse gas emissions target, from 40% to 55%, and the demand for renewable energy as a percentage of energy consumption in 2030 will be raised again;
Third, is the United States, the implementation of 20,000 new energy plan, the provisions of the United States in 2050 to achieve carbon neutrality, while returning to the Paris agreement.
Therefore, the entire new energy industry certainty is not only extremely high, but also accelerating. Among them, new energy vehicles, photovoltaic, and energy storage all have great room for development. Although the global installed capacity of energy storage is still dominated by pumped storage, pumped storage has the disadvantages of geographic limitation, excessive investment and long construction period, so the increment is very few.
In 2021, the global electrochemical energy storage cumulative installed capacity of 21.1 GW. Among them, lithium-ion battery energy storage technology installed capacity of 19.85 GW, the power size of 93.9%; the proportion of 93.9%; the proportion of 93.9%; the proportion of 93.9%.
The installed scale of lithium-ion battery energy storage technology is 19.85 GW, accounting for 93.9% of the total power scale; the installed scale of lead storage battery energy storage technology is 457.0 MW, accounting for 2.2% of the total power scale; the installed scale of sodium-based battery energy storage technology is 431.7MW, accounting for 2.0% of the total power scale; the installed scale of liquid current battery energy storage technology is 257.1 MW, accounting for 1.2% of the total power scale; the installed scale of supercapacitor is 39.8 MW, accounting for 0.2% of the total power scale; and other electrochemical energy storage technologies account for 21.1 GW of the total installed scale in 2021. The installed capacity of electrochemical energy storage technology is 93.1 MW, accounting for 0.5% of the power scale.
China's new energy storage market trend from 2020-2030 is forecasted. By 2025, the incremental installed capacity of electrochemical energy storage is expected to reach 12GW, and the cumulative installed capacity will reach about 40GW, more than 90% of which will be dominated by lithium-ion batteries; after 2025, taking into account the ambitious goal of realizing the carbon peaking in 2030, the annual installed capacity of new energy power generation will maintain the annual incremental capacity of 100GW, on average. The annual installed capacity of electrochemical energy storage increment will remain at 12-15GW, and it is expected that by 2030, the installed capacity of electrochemical energy storage will reach about 110GW.
The application of energy storage technology in the power system can make up for the missing function of storage and discharge in the power system, making the "rigid" power system with real-time balance more flexible, especially in smoothing out the volatility brought about by large-scale clean energy power generation access to the power grid. From the perspective of power system segmentation, energy storage is indispensable in the power generation side, transmission and distribution side, and power consumption side.
Then, it also means that the energy storage will follow the growth of new energy generation such as photovoltaic and other high-speed growth, and because the development of photovoltaic earlier, the base has been cumulatively higher than the storage of energy a lot, so the end of the next few years the development of energy storage battery is likely to be more explosive.