4 田丽娜-澳洲储能市场介绍——Green Power Investment 案例分析.pdf-solarbe文库

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Australia Battery Energy Storage MarketGreenpower Projects in South Australia澳洲电池储能市场介绍及Greenpower南澳项目概览Greenpower Investment Pty Ltd24 April 2019 Hangzhou 1 AgendaØAustralia Energy Storage Market 澳洲储能市场ØGovernment Policy and Supports 政府政策及支持ØGreenpower Energy Storage Projects in South Australia SA Greenpower公司位于南澳的储能项目üGrid Connected BESS 200MW/100MWh ü200MW/100MWh电网侧储能系统üResidential Virtual Power Plant VPP for 50,000 Homesü5 0 0 0 0户基于虚拟电网连接的分布式光伏储能项目 2 Australia Battery Energy Storage BESS Marketis one of the fastest growing markets in the world 3 BESS Deployment by market in 2 0 1 7澳洲是全球储能市场增长速度最快的国家之一 Large Scale BESS Current Project List 4 Ø5 5 ProjectsØTotal BESS is 4 GWhØ现有5 5个项目，共4 GWh Residential and Commercial BESS could be up to 4 5 0 ,0 0 0 units and 3 GWh in total by 2 0 2 0 5户用及商用电池储能系统预计到 2020年将增至 450000个以及 3GWh Australian Government committed to Paris AgreementNational policy 5 0 RE target by 2 0 3 0Energy Policy is States Policy in Australia, States Set Renewable Energy target澳洲政府对巴黎协定十分重视国家政策 2030年前达到 50可再生能源占比澳洲各州亦有各州的能源政策，如右图所示 6South Australia Target Zero Net Emission by 2 0 5 0 , Currently using 5 0 Renewable Energy 南澳州目标为到 2050年前达到 0净排放，现可再生能源使用率为 50 Government Support – Solar政府光伏支持政策 Federal Government Support Solar through Carbon Tax Scheme 联邦政府通过收取碳排放税支持光伏能源发展ØLGC – Large-scale generation certificate（大规模发电许可）üSolar installation 1 0 0 KW 装机总功率大于1 0 0 KWüAnnual base rebate 政策每年调整ü1 LGC price is AU 3 4 at current market, equal to 1 MWh solar power generated per year 1 LGC相当于1年周期内每发电1 MWh的补贴，现市场价格1 LGC3 4澳元üFor example, install 1 MW Solar farm can receive 4 9 ,6 4 0 Federal Government rebate in 2 0 1 8 , 如2 0 1 8年，每1兆瓦的光伏电厂可获取联邦政府4 9 6 4 0澳元的政策补贴ØSTC – Small-scale Renewable Energy certificates（小规模可再生能源许可）üSolar installation 1 4 ,0 0 0 /MWhØNeoen Wind Farm uses 3 0 MW/9 9 MWh 0 .3 0 3 CØPowerpack life span 1 5 years 1 2 Tesla’s system FCAS Performance辅助调频表现ØAEMO Report confirmed the BESS has excellent FCAS performanceØAEMO报告确认储能系统的辅助调频表现优异ØChart The Battery responded accidental trip of generation in NSWØ左图为 Tesla项目在 2017年 12月18日响应一次来自新南威尔士州的调频调度需求的表现 1 3 Income Stream breakdown1 2 month, 2 0 1 8Income Stream Actual Income, AU millionFCAS Service 辅助调频服务 1 5 .7Energy Arbitrage 峰谷套利 3 .3Government Contract政府合约 4 .0Others 其他 2 .5Total 2 5 .5 1 4ABC New Report The total investment was 9 0 million, net income was 2 5 .5 million; Smart Energy Council Report the project payback period is 2 .8 years 根据ABC报告项目总投资9 0 0 0万澳元，第一年净利润2 5 5 0万澳元根据澳洲智慧能源协会估算项目回本周期为2 .8年HPR Net Incomes breakdown, in first 1 2 monthTesla HPR项目前 12个月净收益来源拆分 HPR FCAS Income Analysis Tesla HPR项目辅助调频收入分析 1 5* Source Greenpower Investment Greenpower Investment’s Project in South Australia2 0 0 MW/1 0 0 MWh Grid Connected BESS 1 6Greenpower Investment Project in South Australia2 0 0 MW/1 0 0 MWh Grid Connect BESSGreenpower Investment位于南澳州的2 0 0 MW/1 0 0 MWh的电网侧储能项目 The BESS Opportunities in South Australia 南澳的储能市场机会ØSolar and Wind are becoming major energy source in SA 光伏及风能正成为南澳州的主要电力来源 ØSA Government supports the Large Scale Energy Storage system investment, provide 5 0 million GSSF ARENA 1 1 0 million supporting funds 南澳州政府支持政策较好，政府5 0 0 0万ARENA1 .1亿澳元基金支持ØTesla’a HPR project has proved the both the large scale BESS technical performance and financial returns Tesla HPR项目已经为大型储能项目于当地的技术及财务表现提供了例证Ø北控清洁能源 - 7 0 MW solar farm and 1 5 0 MWh BESS project in SA Energy Mix – Renewable 4 8 .5 7 Days Actual 7 /1 4 April 2 0 1 9 1 7 The BESS ProjectØGreenpower is the project developer Greenpower为此项目的开发商ØProject is supported by SA Government 项目已获得南澳州政府支持ØProject Scopeü2 0 0 MW/1 0 0 MWh LFP Battery, 2 C system üLocation Templers West Switch Yard, direct connect to 2 7 5 KV grid 直联 275KV电网üOperate on AEMO wholesale National Energy Marketü在 AEMO国家能源批发平台运营交易 üMajor Income FCAS and Energy Arbitrageü主要收入来源为辅助调频及峰谷套利交易 1 8 FCAS MarketØHigh volatility 不稳定性高Ø 1 5 million per 4 weeks in average 平均每 4周 1500万澳元ØFCAS/Spot Market 1 .8 1 9 Year FCAS Market Value, million2 0 1 6 1 2 32 0 1 7 2 1 42 0 1 8 2 1 7Average 1 8 5 Arbitrage峰谷套利交易ØAverage daily net earning price of 6 x 5 mins 3 0 mins dispatchØ右图为按照65分钟的调度模式，平均每天的净收益情况ØBased on past 1 9 years data analysisØ基于过往1 9年的数据分析ØAverage Daily Earning 2 C and 3 0 mins 4 0 0 /MWh/Day Ø按照2 C系统及3 0分钟模式计算，平均收入为4 0 0澳元/MWh/天Ø2 C Battery has higher daily earning than 1 C Battery Ø2 C电池每天获利表现优于1 C电池2 0Source Greenpower Investment 0 .5 C 1 C 2 C CAPEX Estimation AU million NoteSystem Cost 80 Include BESS system and Inverter in 40ft container shipment 包括 40尺集装箱式电池、逆变器等设备（含运输）Equipment Engineering Cost, Connection to 275KV 17 Transformer PCS to 33KV and 33KV to 275KV, Switch Gear, Connection 变压器，开关设备，连接设备等System Installation Engineering Cost 8 Site cost, installation and connection to 11KV transformerSystem Commissioning Cost 7 Modelling test, trading platform developing and Commissioning 模型测试、平台开发、认证等Contingency 8 Total 120 2 1* System Cost budged RMB 4 0 0 0 / KWh The Project Capital Expenses Capex Budget项目预算 Capital Structure of the Project项目资本结构 2 2 Source of Funds AU millionSA GSSF and ARENA ARP Funds 州政府及ARENA补贴2 0CEFC Clear Energy Financial Corporation, Loan*清洁能源基金会低息贷款3 0Commercial Bank, Loan 商业银行贷款2 0PE Investment 私募股权投资5 0Total 1 2 0*CEFC low interest loan – 3 .5 interest rate Income Estimation and Payback Period收入预计及回报周期 2 3Income Stream AU millionFCAC Service 辅助调频 1 2Energy Arbitrage 套利交易 1 0Others 其他5Total 2 7oBase on the Capital Structure and Income Estimation, the project payback period will be within 3 years 根据资本结构及收入预计，项目回报周期会在 3年以内oGreenpower welcomes potential investors and system providers to participate project 我司欢迎国内潜在的投资者及系统供应商参与项目 Project ScheduleØScope of SupplyüEPC and project managementüBattery SystemüContainer System 4 0 ftüPCS SystemüEMS System 2 4 Project Milestone Key DateFile the Project Application Feb 2 0 1 9SA GSSF and ARENA Fund Announcement May 2 0 1 9Invitation - Expression of Interests June 2 0 1 9Invitation for Tender of supply Aug 2 0 1 9Close Financing Sept 2 0 1 9Commercial Contract of Supply Nov 2 0 1 9System Assembly and Test pre shipment Mar 2 0 2 0Site Preparation and construction Mar 2 0 2 0System Installation June 2 0 2 0System Commissioning Aug 2 0 2 0System Connect to Grid Sept 2 0 2 0System Handover to operation Dec 2 0 2 0oGreenpower will consign the reputable institution to manage the EOI and Tender process oGreenpower will recruit qualified project managers and engineers to join the project, will work in Australia for 2 years, potentially, employer nomination 项目进度计划Ø产品及服务需求üEPC 及项目管理ü电池系统ü40尺集装箱系统üPCSüEMS 2 5 项目里程碑时间节点递交项目申请 2 0 1 9 .2SA及 ARENA补贴的落实 2 0 1 9 .5项目意向邀请 2 0 1 9 .6投标邀请 2 0 1 9 .8Close Financing 2 0 1 9 .9签订供货合同 2 0 1 9 .1 1系统预组装及出货前测试 2 0 2 0 .3场地准备及建设 2 0 2 0 .3系统安装 2 0 2 0 .6系统认证 2 0 2 0 .8系统并网 2 0 2 0 .9系统移交运营 2 0 2 0 .1 2oGreenpower将会委托权威机构负责 EOI及投标事宜 oGreenpower将会在国内招聘有经验的项目经理及工程师参与我司项目，相关人员将在澳洲工作两年，并有机会获得雇主提名办理澳洲绿卡 The Future will be Distributed分布式能源的未来Virtual Power Plant VPP 虚拟电网Distributed Energy Resource DER分布式能源Greenpower’s Project in South AustraliaVPP for 5 0 ,0 0 0 Homes 50000户基于虚拟电网连接的分布式光伏储能项目 2 6 South Australia has the highest residential retail electricity price in the world 南澳为全球户用电费最贵的地区 2 7 Tesla signed the VPP project with SA Government2 0 1 8Tesla与南澳政府于 2018年签订了虚拟电网的项目Ø 1 0 0 homes trial was successful Ø1 00户测试已经成功 Ø1 0 0 0 homes trial is on the wayØ正在做 1000户的测试 2 8 Australia – abundant sunshineAUSTRALIA HAS HIGH SOLAR IRRADIATION 2 9Australia has rich sunlight1 KW Solar PV can produce 4 KWh electricity per day澳洲光伏资源丰富， 1KW的光伏板每天可产出 4KWh的电力 q Australia has a highest roof top space per capita in the worldAustralia has 9 .5 million households, 8 0 people lives in houseLargest house space per households – 2 1 4 m2 in average new home澳洲拥有全球最高的户均屋顶面积，澳洲共有 950万户家庭， 80的人口是生活在独栋房屋里，世界最高的户均面积 -214平方米。 3 0