Orennia - 评估储能平台的分析路线图.pdf

1、OrenniaOrenniaMarch 2024An Analytical Roadmap to Evaluating Energy Storage Platforms17131191819454530630255075100125150Arizona Public ServiceERCOT-North HubERCOT-West HubTucson Electric PowerTennessee ValleyERCOT-South HubFPLCAISO-ZP26CAISO-NP15CAISO-SP15Capacity Added to Queue(GW)SolarWindStorageNu

2、mber of Projects2New Interconnection Queue ApplicationsTypeTotal New Capacity(GW)Solar140Storage249Wind34250 GW of new storage capacitySource:OrenniaProject Size(MW)3TypeTotal New Capacity(GW)Solar69Storage54Wind23254207181846666816001020304050Southern CoCAISO-SP15NYISO-Zone A-WestTucson Electric Po

3、wer CoPublic Service Co of ColoradoNYISO-Zone K-Long IslandSPP-SPP South HubNorthWestern EnergySalt River ProjectArizona Public Service CoWithdrawn Capacity(GW)SolarWindStorageNumber of ProjectsWithdrawal Activity Speculation is going to get more expensiveProject Size(MW)Source:OrenniaTime Spent in

4、the Interconnection Queue4Source:OrenniaAt odds with decarbonization and investment targetsCAISOERCOTISO-NEMISONYISOPJMSPPSERCWECC(Other)5.92.94.96.06.54.66.44.43.918%20%8%7%9%14%16%15%14%024681012141618Years Spent in QueuePre-StudyStudies UndergoingIA ExecutedIn ConstructionMedian for IA Executed P

5、rojectsAverage Chance of Success for Projects Without Interconnection Agreements5Transmission is Getting Tight 150 MW of new capacitySource:Orennia6Transmission Upgrade CostsSource:OrenniaWide dispersion,material impactWECC(Other)SPPSERCMISONYISOPJMISO-NE20%7%25%13%10%21%$0$100$200$300$400$500$600$7

6、00System Upgrade Cost($/kW)Pre-StudyStudies UndergoingIA ExecutedIn ConstructionP10 Cost as a Percentage of New-Build CapexP10P50P90Portfolio Deep DivePortfolio Deep Dive78Source:OrenniaEvolved Storage PortfolioLarge,early-stage with diverse market exposure 05001,0001,5002,0002,5003,0003,500CAISOERC