歐洲能源市場的監(jiān)測機(jī)構(gòu)Delta-ee公司受歐洲儲能協(xié)會(EASE)的委托進(jìn)行了一個調(diào)查，調(diào)查報告預(yù)測意大利的用戶側(cè)儲能部署將在2021年之后可能會飆升。歐洲儲能協(xié)會(EASE)通過每年發(fā)布兩次儲能市場監(jiān)測報告 來追蹤市場發(fā)展?fàn)顩r。

這份調(diào)查報告的作者之一，Delta-ee公司能源存儲研究服務(wù)產(chǎn)品經(jīng)理Valts Grintals表示，歐洲能源市場將會受到當(dāng)?shù)匮a(bǔ)貼以及強(qiáng)勁的太陽能市場推動。

與往年只是單一地關(guān)注歐洲儲能市場的報告不同，這個市場監(jiān)測報告擴(kuò)展到泛歐的范圍，涵蓋德國、英國、意大利、法國、西班牙、北歐、中歐、東歐以及其他大陸。

例如，報告表明北歐國家對商業(yè)和工業(yè)儲能系統(tǒng)的市場需求強(qiáng)勁，此外，北歐地區(qū)數(shù)據(jù)中心也得到了更多的增長。這項研究還對補(bǔ)貼和非補(bǔ)貼驅(qū)動的市場進(jìn)行了比較。

德國和意大利是補(bǔ)貼驅(qū)動儲能市場的好例子。另一方面，英國的儲能量和市場成本正在下降，就像太陽能上網(wǎng)電價被逐步淘汰一樣。

在英國，用戶側(cè)儲能仍然沒有太大的經(jīng)濟(jì)意義。但是，無論如何，其儲能市場規(guī)模正在開始上升，其部分得益于宜家公司于今年8月推出的太陽能和存儲產(chǎn)品。

宜家公司估計，這套儲能系統(tǒng)每年將為業(yè)主節(jié)省高達(dá)560英鎊(741美元)，比單獨(dú)使用太陽能電池板所節(jié)省的成本要多67%，從而為典型的客戶提供12年的投資回報，或每年6%的投資回報。

英國用戶側(cè)儲能量的增長反映了對歐洲電網(wǎng)側(cè)部署重要性的預(yù)測將會下降。

調(diào)查結(jié)果再次肯定了以往研究的趨勢，例如彭博新能源金融(Bloomberg New Energy)2016年的研究報告預(yù)測，全球的儲能部署量將在2020年和2021年之間超過公用事業(yè)規(guī)模。

美國也具有同樣的趨勢。調(diào)研機(jī)構(gòu)GTM Research公司預(yù)計到2021年，用戶側(cè)儲能系統(tǒng)將占據(jù)美國儲能市場的一半份額。

Delta-ee公司強(qiáng)調(diào)的一個更令人驚訝的趨勢是，已經(jīng)出現(xiàn)沒有獲得大量補(bǔ)貼的太陽能儲能市場。

根據(jù)SolarPower Europe的2017-2021年全球市場展望表明，根據(jù)2016年底的裝機(jī)容量，德國，意大利和英國成為歐洲三大太陽能市場(全球名列第四、第五、第六)。將蓄電池連接到屋頂?shù)奶柲苁沁@些國家采用儲能技術(shù)的一大動力。而在未來，愛爾蘭和挪威等國太陽能市場將加快發(fā)展。

在報告中，在這里，Delta-ee公司認(rèn)為電動車的普及將有助于儲能的采用。電動汽車可以單獨(dú)作為電池儲存單元工作。然而，隨著“車輛到電網(wǎng)”(vehicle-to-grid)技術(shù)的成熟，Delta-ee公司預(yù)計住宅的業(yè)主將購買額外的電池，以便車輛充電方面具有更多的靈活性。

Grintals表示，目前用戶側(cè)儲能和電動車充電市場將會得到更大的發(fā)展。“儲能廠商除了提供電池產(chǎn)品之外，還將提供充電器，由于其作為電池裝置的一部分，都為同一個住戶提供產(chǎn)品和服務(wù)。”

Grintals認(rèn)為，歐洲儲能市場的第二波發(fā)展浪潮應(yīng)該在2021年開始出現(xiàn)。 “而在此之前，還有幾個監(jiān)管問題需要解決。”他說。

Europe’s Energy Storage Market Is in Transition

The region shifts from a reliance on subsidies and solar to install batteries, to market signals and EVs.

Jason Deign December 21, 2017

Italy could be poised to overtake Germany as Europe’s top energystoragemarket after the turn of the decade, a new report predicts.

The European Market Monitor on Energy Storage, compiled by Delta-ee on behalf of the European Association for Storage of Energy (EASE), forecasts Italian behind-the-meter installations could soar after 2021.

The market will be driven by local subsidies, coupled with a strong solar market, said report author Valts Grintals, product manager for the energy storage research service at Delta-ee.

Unlike previous reports, which tended of focus on single European energy storage markets, this market monitor has a pan-European scope, covering Germany, the United Kingdom, Italy, France, Iberia, the Nordics, Central and Eastern Europe, and the rest of the continent.

It shows, for example, that the Nordic countries could see strong demand for commercial and industrial energy storage systems, coupled to the growth of data centers in the region. The research also allows for comparisons between subsidy- and non-subsidy-driven markets.

Germany and Italy are good examples subsidy-driven markets. Alternatively, the U.K. has scaled purely on the back of decreasing costs for energy storage and market signals, just as solar feed-in tariffs are phased out.

In the U.K., behind-the-meter storage still does not really make much economic sense. But the market is starting to take off regardless, in part thanks to off-the-shelf solar-plus-storage offerings such the one launched by Ikea in August.

Ikea estimates the systems will save homeowners up to £560 ($741) per year, or about 67 percent more than the savings from solar panels alone, allowing for a 12-year payback for a typical customer, or a 6 percent annual return on investment.

The growth in behind-the-meter storage in Britain reflects a predicted decline in the importance of front-of-meter installations across Europe.

The finding reaffirms a trend revealed in previous studies, such as 2016 research by Bloomberg New Energy finance that forecasted worldwide behind-the-meter storage would overtake utility-scale installations between 2020 and 2021.

The same trend is underway in America. GTM Research projects that behind-the-meter systems will make up half of the U.S. storage market by 2021.

A more surprising trend highlighted in the European monitor is the emergence of energy storage markets that have not experienced substantial subsidy-based solar buildouts.

Germany, Italy and the U.K. were Europe’s top three solar markets (and fourth, fifth and sixth worldwide) by installed capacity at the end of 2016, according to SolarPower Europe’s 2017-2021 Global Market Outlook.

Tying batteries to rooftop solar is a big driving force for energy storage adoption in these countries. But in the future, Europe will see capacity installed in countries such as Ireland and Norway.

Here, Delta-ee believes energy storage adoption will be helped by the spread of electric vehicles.

Electric vehicles can potentially work as battery storage units on their own. However, until vehicle-to-grid technology matures, Delta-ee predicts homeowners may want to buy additional batteries to have more flexibility in vehicle charging.

Currently, said Grintals, behind-the-meter storage and electric vehicle charging are being considered together. "Storage players in the market are offering chargers in addition to the battery, so it’s part of the package. They would both work within the same household.”

Overall, the story is about a transition from markets linked to subsidies or solar to ones that are less dependent on government support and where factors such as electric vehicle ownership are propping up battery adoption.

This second wave of European energy storage markets should begin to emerge from 2021 onward, said Grintals. Before then, “there’s a few regulatory issues that need to be sorted out,” he said.

EASE is aiming to track developments by publishing the market monitor twice a year.

https://www.greentechmedia.com/articles/read/europe-energy-storage-market-growth-subsidies-solar-batteries-electric-cars#gs.VEmaRXQ