On August 29th, the “Summer Review of the Energy Storage Market and the CNESA Special Research Report Sharing Meeting” hosted by the Zhongguancun Energy Storage Industry Technology Alliance was held in Beijing.
With the rapid increase in the number of power batteries that have been 'retired' from new energy vehicles, the use of power battery ladders has also provided a more economical 'power' for the development of the energy storage industry. In recent years, indirectly in the vigorous development of China's new energy vehicle industry Next, the energy storage industry also ushered in a rapid development period. On August 29th, the semi-annual review of the energy storage market and the CNESA special research report sharing conference hosted by the Zhongguancun Energy Storage Industry Technology Alliance (hereinafter referred to as the “storage energy alliance”) Held in Beijing. The conference released the statistics of the global and Chinese energy storage market in the first half of 2018, and summarized the market development. At the same time, combined with the recent market hotspots, released the "storage energy business model research" and "power battery Research report on recycling and reuse industry research.
The use of the ladder or recycling and recycling, where to retire the battery?
From 2018 onwards, the power battery will enter the stage of large-scale decommissioning. Whether the decommissioned battery will continue to be used in cascade or directly extract and recycle elements is a new proposition derived from the development of the new energy automobile industry. This year, China has successively issued The Interim Regulations on the Recycling of New Energy Vehicle Power Battery and the Interim Provisions on the Management of the Source of Recycling and Utilization of New Energy Vehicles for Power Battery are designed to regulate the recycling and reuse of used power batteries and protect the environment. According to Li Wei, Senior Research Manager of the Energy Storage Alliance, At this stage, car companies, power battery companies, energy storage system integrators, power users, etc. have increased the use of commercial battery applications for power battery ladders. The energy storage and communication base station backup power supply has become the main field of echelon utilization.
However, Li Wei pointed out: 'Because of the technical difficulty and cost of the reorganization test, the uncertainty of the health and consistency of the battery, the use of battery performance to limit its application scenarios, the new battery cost is rapidly decreasing and the performance is greatly Improvements, as well as factors such as the increased safety risk of high-nickel ternary power batteries that are entering large-scale applications, have led to many controversies in the development of the cascade utilization industry.
Recycling of power battery not only protects the environment, but its economic value is the foundation for the development of the industry. With the increase in the scale of decommissioned batteries and the increasing demand for lithium, cobalt and nickel resources, the economics of element recycling are gradually increasing. Appearance, resource recycling companies, power battery companies, lead-acid battery recycling companies, lithium-cobalt resource companies, electrode material manufacturers, etc. have all joined the development and construction of power battery recycling capacity. Li Wei stressed that facing a large scale In the decommissioned power battery market, how to build a complete and efficient power battery recycling system that involves the participation of all parties to avoid the recurrence of lead-acid battery recycling is a key issue for all parties in the current stage of industry development.
At the sharing meeting, Li Wei on behalf of the Energy Storage Alliance released the report “Research on Power Battery Recycling Industry”. The report made an in-depth analysis of power battery ladder utilization and resource recovery: The first part is for the use of ladders, reporting on key technologies, The status of domestic and foreign projects will be discussed, and the economics of the echelon utilization will be calculated based on the main application scenarios of the industrial and commercial users. The technical and market risks faced by the current development of the echelon utilization industry will be proposed for the enterprise to deploy the echelon utilization business. The second part is the resources for the waste power battery. Recycling and recycling, sorting out the main technical routes and the business models of representative manufacturers at home and abroad, introducing the policies and market conditions of major international countries and China, calculating the market scale and economic value of recycling and recycling of used power batteries in China, and exploring the future system. Design plan and policy development direction.
"Energy Storage Market Data for the First Half of 2018" and "Research on Energy Storage Business Model" Released at the same time
At the sharing meeting, Ning Na, senior research manager of the Energy Storage Alliance, shared with the participants the size and development characteristics of the energy storage market in the first half of the year. She said that electrochemical energy storage has maintained rapid growth in both global and Chinese markets. In the first half of 2018, the installed capacity of newly added electrochemical energy storage projects in the world was 697.1 MW, an increase of 133% year-on-year. Among them, the installed capacity of newly-invested electrochemical energy storage projects in China was 100.4 MW, a year-on-year increase. 127%, accounting for 14% of the global new scale.
Yue Fen, senior research manager of the Energy Storage Alliance, brought a report on the study of energy storage business model. It is reported that the report discusses the grid-side business model and the user-side business model respectively. She said that in China, it is currently the grid scale ( The energy storage project on the power generation side and the transmission side, or the energy storage project on the user side all face a single business model problem. Yue Fen believes that in the context of power market reform, how to store energy and reshape the market and policies Dongfeng, building a mature, diversified energy storage business model, also need to constantly explore and explore, and learn from the experience of foreign liberalization power market. According to Yue Fen, the freedom represented by the United States, Germany, Britain, etc. In the power market, relevant energy storage industry policies and market rules have been promulgated, and some business models that can stand the test of the market have been gradually formed, such as the business model based on various off-take contracts on the grid side, and the user side Leasing, introduction of electricity sales business, creation of revenue overlay channels and other ways to build a diversified model.