Opportunities and challenges of energy storage industry development and dynamic lithium battery recycling

　　Author ：Iflowpower – Hordozható erőmű szállítója

1. According to the latest data of the statistics of my country's Battery Alliance. In the next 10 years, the global energy storage area will witness strongly, and the scale of 2026 will reach unimaginable 50 GW.

Among them, global utility scale energy storage capacity will increase from 1159 MW in 2017 to 30473 MW in 2026, while the annual increase in distributed energy storage system increased from 684 MW to 19700 MW. Important application areas of the energy storage industry: family, commercial energy storage, mobile power storage, grid energy storage, distributed power generation. From the perspective of rising data, the 5th countries in 2017 are the United States, my country, India, United Kingdom and Australia.

This 5 countries occupy 51% of global energy storage increments. In the utility scale and distributed field, the energy storage is highly deployed in countries in policy favorable conditions. In 2017, the top 5 countries will account for 70% of the new distributed storage capacity, accounting for 57% of the new public utility scale storage capacity.

Source: my country's Battery Alliance Data Source: my country Battery Alliance 2, my country's energy storage industry is in policy guiding period, the energy storage industry has a large development space my country's storage industry status is still in policy guiding period, and the energy storage industry is piloted Mainly. Since 2011, the Ministry of Industry and Information Technology, the National Energy Administration has issued a number of policies related to the development of energy storage industry. And promote the construction of multiple energy storage pilot projects, so far, my country has built Beijing Fangshan District Photovoltaic Charger Charging Station, Beijing Yanqing District Guanggu Community Project, Beijing Gao'an Cunning power station, Shanghai Linang integrated charge Multiple pilot projects such as power-saving stations and multiple projects.

In May, the National Development and Reform Commission and the National Energy Bureau jointly announced 28 new energy microgd grid demonstration projects. However, these items have not commercialized, which are pilot projects that are guided by government policy. Source: my country's Battery Alliance my country Battery Alliance Analysis Technology development and practical application of equipment.

From the content published by the "Guidance Opinions on Promotion Energy Alternative", the country's task of energy storage industry is important to adjust the electricity consumption of the overall power grid, and will be used at night. When you store a part of the electricity, reduce the electric pressure during the daytime. Thus, it is clear that the energy storage industry is important in domestic tasks and applications.

"Notice on Promoting Electrochemical Participation in" Three-North "Pilot Auxiliary Service Compensation (Market) Mechanism Pilot Work" is the implementation of the country's hope to further promote the development of distributed energy storage technology and industries; On the one hand, there is no mature method that is limited to the current stage, whether it is a storage technology or distributed energy storage in the entire grid. Therefore, further pilot demonstrations, explore suitable energy storage technology and operational model, establish a good foundation for future business promotion and technical standards. In order to achieve the development goal of "135" planned heat-electricity in northern large and medium-sized cities ".

Development, perfecting the energy storage technology and operation mode will be more than an indispensable. my country's Battery Alliance believes that in the next 1-2 years, the state will increase the policy support of the energy storage industry, and the policy of promoting some pilot sample projects based on pilot operations. 3, the energy storage industry, the lithium-ion battery has rapidly rises, and the multi-battery manufacturers layout energy storage industry in the field of energy storage industry, the lithium-ion battery rapidly increase.

According to my country's Battery Alliance, my country has an electrochemical energy storage 500MW in 2016. The installed size of the new investment and power saving chemical energy storage project is 101.4MW, which rises by 299% year-on-year.

In the newly transported electrochemical energy storage project, the lithium-ion battery is mainly 62%, and the battery is ranked second, accounting for 37%. In 2016, my country's new planning, the construction of electrochemical energy storage project installed up to 845.6MW.

Lithium-ion battery will occupy an important position in the energy storage area and get rapid rise. The capital market is also gradually paying attention to the domestic energy storage industry, and many battery manufacturers layout energy storage industry. In the first half of 2017, the global energy storage battery has been accumulated with a wind investment of 480 million yuan.

One of the biggest funds is a $ 400 million investment obtained by Micro-macro. This shows that the international investment agency has seen a huge rise in my country's energy storage, and hopes to obtain huge benefits through investment. In addition to micro-macro power, BYD, Watma, Yipi Lithium, Swalls Technology, Guoxuan High-class, etc.

, domestic well-known battery manufacturers are layout energy storage industry, and established corresponding power lithium-ion battery ladder utilization pilot projects. Source: my country's Battery Alliance my country's Battery Alliance Analysis, At present, the rise of energy storage industry is important in the guidance of government pilot projects. Whether it is energy storage technology or operational models in a bud phase.

Therefore, at this time, enter the energy storage industry, even if the technology or the corresponding product is relatively immature, the overall market impact is not large. During this period, relevant companies can constantly accumulate technology and operation related experience, thus forming thresholds earlier than other companies. Moreover, according to the trend of the new energy vehicle industry, once the pilot project has successfully and forms a more mature business model.

Then, the government's policy will enter the industry promotion period. Not only will the relevant subsidies or preferential policies, but the successful pilot project will also be promoted throughout the country; the corresponding company will also participate in the formulation of relevant industry standards, thus obtaining the franchise development stage of the energy storage industry. Of course, since energy storage technology still needs high security and high stability battery technical support, the relevant company should invest a large number of human, technical and funding for technical research and development, and the construction of pilot projects.

At the same time, there is a lack of mature commercial models at this stage, making the company difficult to obtain higher profits through energy storage projects. These factors form funds and technical barriers that enter the energy storage industry. Battery companies that lack technology and capital accumulation will be difficult to enter the energy storage industry.

Companies that have the ability to enter the energy storage industry will launch their own energy storage pilot project projects. Therefore, the energy storage industry will appear "Hundred Flowers". 4.

For these power lithium-ion battery manufacturers, the layout of participating in the energy storage industry is more than just the market that can get energy storage industry. At the same time, it is also a good opportunity to develop a dynamic lithium-ion battery recovery ladder. As the first batch of energy electric vehicles have gradually reached the limit of service life, the recycling demand for dynamic lithium-ion batteries will gradually appear.

According to my country Battery Alliance forecast, by 2020, a total of 120,000 to 170,000 tons of power lithium-ion batteries should be recovered. The ladder utilization of the dynamic lithium-ion battery is the best bridge that connects the power lithium-ion battery recovery requirements and energy storage industry battery demand. Although the dynamic lithium-ion battery has not been used in the use period, it is impossible to meet the requirements of 80% of the new energy vehicle battery energy storage capacity.

However, from the battery itself, there is still at least 40% to 60% capacity available. If this part can be used, the module is screened by the power lithium ion battery ladder, and the battery is used to renew the battery or other field, and the consumption of the corresponding resources will be effectively reduced, and the efficiency of resources is improved. This is also the development trend of new energy industries.

However, the ladder utilization of the power lithium-ion battery is still facing a large problem, the biggest problem is cost. Taking a 3MW * 3H energy storage system as an example, after considering investment costs, operating costs, charging costs, financial expenses, such as the use of a dynamic lithium-ion battery using a ladder as an energy storage system battery, the system's full life cycle cost In 1.29 yuan / kWh.

The newly produced lithium-ion battery is used as the battery of the energy storage system, and the full life cycle cost of the system is 0.71 yuan / kWh. It can be seen that the ladder uses the power lithium ion battery costs than the new battery.

Its important reason is that the ladder is not yet mature, resulting in a high cost of the decision of the retired dynamic lithium-ion battery, the detection, selection, and recombination of the option, and recombination. At the same time, due to the poor consistency of the ladder, a part of the cost is added to the purchase of strengthening system stability when purchasing related equipment. These costs are important factors that restrict the development of ladder dynamic lithium-ion batteries in the development of energy storage industry.

If the government subsidizes 1200 yuan / kWh to the ladder battery energy storage system, the system's full life cycle cost will fall to 0.70 yuan / kWh. Source: my country's Battery Alliance, my country's Battery Alliance believes that such as the government can introduce the subsidy policy of the powerful lithium-ion battery, then the ladder can be effectively reducing the cost of the ladder, promoting the use of the ladder and reserves.

The common development of the industry can also help improve the utilization efficiency of social resources. At the same time, the government can also introduce the corresponding policy to encourage the ladder to use the battery energy storage system to some abandoned winds, the abandoned area is high, and these power resources are effectively utilized. The future is bright, the road is twisted.

In the face of the high-speed development of the energy storage industry, the dynamic lithium-ion battery recycling ladder uses the industry to seize this development opportunity. To relevant government departments, powerful lithium-ion battery manufacturing companies, new energy automobile manufacturing companies, powerful lithium-ion battery recycling companies, energy storage industry companies, jointly discuss, explore a good industrial closed loop mode. .