加州为什么要投资长时储能和液流电池.pdf

1、Sunrise From the WestDavid HochschildDavid HochschildChairChairCalifornia Energy CommissionCalifornia Energy CommissionChinese Word for Crisis:Wei JiDangerOpportunity396%of New US Grid Capacity in 2024 Is Clean EnergyData:US Energy Information Administration(EIA)72%Renewables35.5 GW21%Battery storag

2、e 10.4 GW4%Fossil fuels2.2 GW2%Nuclear1.1 GW96%of US Grid Retirements in 2024 Are Fossil FuelsData:US Energy Information Administration(EIA)52%Coal4.0 GW42%Natural gas3.2 GW2%Other fossil fuels 0.2 GW4%All other0.3 GWSince 2023,Renewables Exceed Coal on US GridData:EIA,Ember0%10%20%30%40%50%60%0%10%

3、20%30%40%50%60%Percent of US Energy GenerationCoalWindSolarOther Renewables“The people who say it cant be done should get“The people who say it cant be done should get out of the way of the people who are doing it.”out of the way of the people who are doing it.”-Chinese proverbDesert Sunlight Solar

4、Project550 MWRiverside County,CAPhoto:Jamey Stillings,TIME MagazineWorlds Largest Thin Film Solar PV ProjectWorlds Largest Geothermal Power PlantGeysers Geothermal Power Plant955 MWLake County,CAPhoto:Calpine Corporation&Geysers Power Company,LLC.Alta Wind Energy1550 MWKern County,CAWorlds Third Lar

5、gest Wind ProjectPhoto:Blattner EnergyWorlds Largest Solar RooftopApple HQ17 MWCupertino,CAPhoto:Carles RabadaSource:CAISOEdwards&Sanborn3,287 MWhKern County,CAPhoto:MortensonWorlds Largest Battery Storage ProjectGraphic:Rocky Mountain InstituteData:Ember 2023 Global Electricity Review and Pinto et

6、al.(2023)Global Renewables Have Scaled at Record SpeedBecause Clean Energy Costs Continue to PlungeGraphic:Rocky Mountain InstituteDate:Bloomberg New Energy FinanceNote:LCOE is the levelized cost of energy,or the average cost of generation over assets lifeIn 2004,the world installed a GW of solar ev