SPECIAL REPORT · ENERGY & POWER
Understand value distribution across cells, system integration, grid connection and operations through applications and project economics.
Analyze energy storageDon’t just look at the battery price. Different application scenarios have different revenue sources, operating strategies, and technical constraints, and the project economics will also change accordingly.
Differentiate application scenarios
firstDistinguish between grid side, industrial and commercial and supporting new energy scenarios., clarify where the revenue comes from, who bears the investment, and how the number of charges and discharges, efficiency and lifespan affect cash flow. When assumptions change, there may be significant differences in project feasibility.
Dismantling the value of the industrial chain
Secondly, dismantle the industrial chain. The battery cost affects the system quotation, butSystem integration, safety design, grid connection adaptation, operation and maintenance and financing capabilitiesIt also determines whether the project can be implemented. Vendor selection should evaluate technology, delivery and responsibility boundaries simultaneously.
Build scenario model
at lastBuild scenario model, rather than using a single cost curve to infer the future pattern. Use equipment price, utilization rate, price mechanism, operation and maintenance costs and financing costs as variables to observe the sensitivity of different solutions.
Research boundaries and subsequent verification
Price and income judgments need to be based on specific market and project conditions, analyzed based on policy terms, project samples and data sources, and the sensitivity of key assumptions must be tested.