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A new market breakthrough for lithium iron phosphate batteries is the explosion of grid energy storage. Lithium iron phosphate batteries will benefit greatly from the growth in grid energy storage demand. The growing demand for grid energy storage has driven domestic demand for lithium iron phosphate batteries. At present, domestic power grid energy storage is still in the stage of being dominated by power grid groups. When it comes to choosing lithium battery suppliers, the top domestic lithium iron phosphate battery companies are their mainstream choice.
A new market breakthrough for lithium iron phosphate batteries—the explosion of grid energy storage
According to the survey, in line with the national power reform and the power grid group to ease its own power supply pressure, the demand for grid energy storage projects, mainly transmission (distribution) side energy storage at the transformer end and user-side energy storage at the industrial and commercial end, has increased. According to multiple power grids this year Judging from energy storage bidding and implementation projects, energy storage systems using lithium iron phosphate batteries have become the mainstream choice for power grid groups and operators.
At present, the lithium batteries used in energy storage in China are still mainly lithium iron phosphate series. This time, the demand for energy storage in the domestic power grid has exploded, which will directly drive the demand for lithium iron phosphate batteries. The main reasons are: first, the explosion of grid energy storage demand provides a way to reduce overcapacity for lithium iron phosphate batteries that cannot meet the new subsidy policy for new energy vehicles; second, in recent years, power battery companies have improved in technology, cost and other aspects. Development, lithium iron phosphate batteries have cost-effective advantages over lead-acid and lead-carbon batteries.
Grid energy storage is driving demand for lithium iron phosphate batteries. Currently, many lithium battery companies that have signed energy storage projects are "too busy" to start construction of power and energy storage capacity at the same time. Small and medium-sized lithium battery companies in the industry are seeking OEM cooperation. . It is foreseeable that domestic grid energy storage will win a new market breakthrough for lithium iron phosphate batteries.
In the past month, CATL, Lishen, Zhongtian Energy Storage, Kelu, etc. have all won orders in the grid energy storage market, which has opened up a new world for lithium iron phosphate batteries. Nowadays, lithium iron phosphate batteries have become the mainstream of domestic energy storage, especially grid energy storage applications. Energy storage will achieve a truly large-scale explosion in one or two market segments by 2020 at the latest. It is estimated that by 2020, the total demand for lithium battery energy storage on the power generation side and the grid side will be 8GWh.
From the perspective of the entire energy storage application environment, lithium battery energy storage is mainly used in communication base stations, user-side peak shaving and valley filling, off-grid power stations, microgrids, rail transit, UPS, home energy storage, big data centers and other projects. However, combined with the main domestic environment, communication base stations leave little market space for lithium battery companies; some lithium iron phosphate battery companies have begun to dominate UPS backup power supply; home energy storage is subject to the electricity price mechanism in China and the land intensiveness is still blank. ;The big data center market is large, but it is still in the development stage.
On the one hand, the heating up of the grid energy storage market has found a way out for overcapacity lithium iron phosphate batteries; on the other hand, the technology of lithium battery companies has improved, and lithium iron phosphate batteries can basically meet the auxiliary services of existing grid energy storage; at the same time, in recent years, Lithium battery companies have reduced costs, and the unit price of lithium iron phosphate batteries has dropped. From a long-term economic perspective, it has a comparative advantage.
Advantages of using lithium iron phosphate battery energy storage power station for peak shaving:
1. Use lithium iron phosphate battery as the energy storage medium, which has the advantages of strong safety and reliability, high energy density, fast charge and discharge rate, and long service life; SVG is used to replace the traditional reactive power compensation device, and through real-time tracking of the current, Instantaneous dynamic compensation of reactive power and harmonics.
2. Adopting "decentralized layout and centralized control", the eight grid-side energy storage power stations are uniformly controlled by the provincial power grid, making full use of the existing substation resources of the grid for construction.
3. The primary and secondary equipment are highly integrated and adopt standard prefabricated cabin layout to achieve modularization of design scheme, universal equipment foundation, standardization of construction, shortening the construction cycle and saving construction costs.
4. The energy storage power station is connected to the source-grid-load system, and uses the ability of energy storage equipment to quickly transform the operating status to realize the millisecond-level transformation of energy storage equipment from "load" to "power supply", thus establishing a "large-scale source-grid-load-storage friendly environment". System" lays the foundation.
5. Optimize the main electrical wiring, optimize the one-to-one correspondence between the incoming cabinet and the PCS cabin into "one-to-four, one-to-three", connect the multi-faceted PCS cabins to each other and then connect to one incoming cabinet, greatly reducing equipment costs. , effectively reducing the floor space.
At present, lithium iron phosphate batteries have become the mainstream of domestic energy storage, especially grid energy storage applications. According to multiple grid energy storage bidding and implementation projects this year, energy storage systems using lithium batteries have become a priority for grid groups and operators. Mainstream choice. Lithium iron phosphate batteries have cost-effective advantages over lead-acid and lead-carbon batteries.
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