Modo Energy - 美国德克萨斯州电力可靠性委（ERCOT）员会的电池储能系统介绍.pdf

1、The ERCOT BESS LandscapeQuentin Scrimshire Co-Founder and CEODisclaimer:This presentation includes lots of charts and colors.The USA is deploying BESS at record pace.02468101214161820102011201220132014201520162017201820192020202120222023Installed Capacity(GW)USANow,lets look at Texas.024681012141618

2、20102011201220132014201520162017201820192020202120222023Installed Capacity(GW)TXCAOther3.4 GWWeve gotten here quickly.012342020202120222023Installed Capacity(GW)12xWho made it happen?012342020202120222023Installed Capacity(GW)OtherJupiter PowerEngieKey Capture EnergyEnel Green PowerVistraEolianIts a

3、ll getting much bigger.012342020202120222023Installed Capacity(GW)10(DGR)11-4950+Status quo=1h012342020202120222023Installed Capacity(GW)1.5Batteries are being built across Texas.012342020202120222023Installed Capacity(GW)HoustonNorthSouthWestWhats coming next?Lets ask ERCOT.024681012202020212022202

4、32024Installed capacity(GW)Modo Energy Installed capacityERCOT Planned Capacity7.5GWgrowth7.5GW in one year.Can we build that fast?02004006008001,0001,2001,400Lag Time from Signing of Interconnection Agreement to COD(Days)Each Bar is an AssetMedian of 710 days 5,749 days So,whats really going to hap

5、pen?0246810121420202021202220232024Installed capacity(GW)Modo Energy Installed capacityModos ERCOT-Based ProjectionDelayed buildout3.5GWgrowth in 2024Whats it going to cost?0123456720202021202220232024Installed capacity(GW)Modo Energy Installed capacityModos ERCOT-Based Projection$2B+CapExNow,lets t

6、alk revenues.Introducing the Modo Index.02,0004,0006,0008,00010,00012,00014,00016,000JanFebMarAprMayJunJulAugSepOctNovDecAverage Revenues($/MW/day)What were average earnings in 2023?02,0004,0006,0008,00010,00012,00014,00016,000Jan 2023Mar 2023May 2023Jul 2023Sep 2023Nov 2023Average Revenues($/MW/day