Habitat Energy - ERCOT 中的 BESS 收入最大化：黄金年代？.pdf

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1、Dr Benjamin IronsCo-founder and Chief Strategy OfficerMarch 2024BESS revenue maximization in ERCOT:The golden age?AgendaIntroducing Habitat EnergyThe golden age of battery storage?How to maximize revenue from battery storage2Habitat Energy provides an end-to-end optimization service for grid scale s

2、torage and renewablesAlgorithmic trading platform(“software”)Route to market/QSEHuman trader oversight and risk managementAsset intelligenceIntroducing Habitat Energy3Founded in Oxford,England in 2017 with offices also in Austin,Texas and Melbourne Australia 90 employees worldwide including power tr

3、aders,AI/ML data scientists,software engineersOver 2.5 GW of capacity coming under management globally in 2024 Introducing Habitat Energy4Trading and Optimization team of the year2023 Solar Media Awards(UK)Trading and Optimization team of the year2023 Solar Media Awards(UK)Habitat is established as

4、a market leader in the UK5UK optimiser performance Feb 2023-Jan 2024*Top 9(of 20+)optimization service providers based on independent 3rd party data from LCP Enact UK BESS leaderboardOutperforming EDF by 21%Tesla by c.47%6Habitats ERCOT portfolio will soon exceed 1.2 GWGlidepath Energys 50 MW Byrd R

5、anch BESS asset,Sweeney,TX,optimized by Habitat EnergyHabitat Energy assets under management in ERCOT,MWAgendaIntroducing Habitat EnergyThe golden age of battery storage?How to maximize revenue from battery storage7Across ERCOT,average BESS revenue up 56%over previous yearRevenue per available kW pe

6、r yearSource:ERCOT 60 day dataThere are good reasons to believe that high volatility and BESS revenue will persist 23-24 load growth in MW(3%)and MWh(6%)suggest strong fundamentals and a flatter demand profile New summer gen 23-24 is 80+%solar(14 GW-20 GW)ERCOT Probabilistic Reserve Model(PRM)has ne