逐步实现能源转型.pdf

1、F L EX I ONI CSEnabling the Energy TransitionBit by BitFlexionics Flexibility ConceptJune 2025Investor PresentationConfidentialF L EX I ONI CSF L EX I ONI CS42%of global energy production will be intermittent by 2030.As energy grids needs to be in balance,this drives the need for flexible demand sou

2、rcesChallenge11)Ariadne Analyse:German Energysystem until 204532050062090003006009002020203020402050Fossil overgeneration was the problem of the past;now,uncontrollable renewables cause low inertia,curtailment,and price cannibalizationEurope is facing increasingly volatile electricity prices,includi

3、ng frequent negative ratesGrids urgently need fast,deep,affordable flexibilityRenewable Energy Growth2020-2050,in GWBlackout in Spain has caused economic damage of$1.79 bn1F L EX I ONI CSThe demand for flexibility in electricity consumption is immense with BESS alone not able to keep up with the cha

4、llengeChallenge21)Ariadne Analyse:German Energysystem until 2045BESS dominates headlines,but remains limited to 14 hours of discharge,with high capex and safety risksConventional thermal and hydro plants cannot ramp within sub-second timescalesAncillary services markets like FCR-D,mFRR,and FFR are g

5、rowing at over 30%CAGR across Europe and Asia330864135020212030205011%24%30%Demand for flexible energy consumption in the EU in TWh12021-2050Share of flexibility on total electricity demandF L EX I ONI CSFlexionics has created the“Flexbox”,an efficient,scalable,and flexible alternative to BESS syste

6、ms with higher ROI through low setup costs,no activation limits,and hedged revenue3SolutionFlexbox“in real lifeSweden,2024FlexionicsFlexionics turns interruptible compute into a grid assetBitcoin today,AI tomorrowIts proprietary orchestration enables sub-1-second response,unlimited duration,and zero