Dr. Matthias Leuthold, Head of Storage, RES Deutschland GmbH 27 th July 2018

Transkript

1 A short update on Technologies, Cost and Markets for grid connected utility scale battery storage systems Dr. Matthias Leuthold, Head of Storage, RES Deutschland GmbH 27 th July 2018

2 RES Overview 13 GW 35 PROJECT PORTFOLIO YEARS OF EXPERIENCE 3 GW 2,000 OF OPERATIONAL ASSETS SUPPORTED EMPLOYEES ACTIVITIES TECHNOLOGIES DEVELOP CONSTRUCT OPERATE WIND SOLAR STORAGE TRANSMISSION & DISTRIBUTION 2

3 RES Storage Maximize Revenues Optimize Performance Increase Asset Longevity RES ENERGY STORAGE EXPERTISE 250 MW/290 MWH GLOBAL CONSTRUCTION PORTFOLIO PROJECTS STORAGE FUNCTIONS 9 ELECTRICITY MARKETS (system operators) BATTERY VENDORS FIRST NON-RECOURSE DEBT FINANCING DUE DILIGENCE BY 4 UTILITIES FINANCIAL 5 INVESTORS TOP 2 GLOBAL PLAYER as named by Navigant Research 3

4 Agenda Cost of storage cost of storing Markets Technologies 4

5 Agenda Cost of storage cost of storing Markets Technologies 5

6 Cost of storage cost of storing 6

7 Cost of storage cost of storing 1/ 10 in 10 years 1/ 10 in 10 years 1/ 2 in 10 years Viability of E-mobility *) 10 MW / 10 MWh system, 10 years lifetime, turnkey 7

8 Cost of Storage cost of storing The 101 of Levelized Cost of Electricity Ansatz 1: nur Zellkosten: Kosten der Zelle / Energiedurchsatz 150 /kwh / Vollzyklen 3 ct/kwh Welche Anwendung nutzt Vollzyklen? Ansatz 2: Systemkosten: Kosten System (Projekt) / Energiedurchsatz 500 /kwh / Vollzyklen 10 ct/kwh Zyklenzahl entscheidend, Lebensdauer begrenzt! Ansatz 3: Lebenszyklus: Kosten System (Projekt) / realer Energiedurchsatz Verluste, Lebensdauer, 1 Zykl/Tag >20 ct/kwh (2018) Energie aus dem Speicher kostet min 15 ct/kwh mehr! 8-10 ct/kwh (2025) Woher kommt das Wachstum im Batterie-Speichermarkt? Speicher generieren Mehrwert der über die Bereitstellung von Energie hinausgeht! 8

9 Agenda Cost of storage cost of storing Markets Technologies 9

10 Storage Markets Prognoseabweichung Gradientenunterstützung GWh, 6 GW Flexible steuerbare? Erzeugung! Systemstabilität Pumpspeicher in Deutschland 40 GWh, 5GW Lastverlauf Prognose Wind Windleistung real Anwendungen für Stromspeicher 10

11 Storage Markets Background to the Market Reserve Market Renewable firming Local consumption USV + island systems + diesel supplement + Transmission/Distribution Deferral + local balancing (Peak Shaving, Load Shifting) + FRE-integration in weak grids + others 11

12 Agenda Cost of storage cost of storing Markets Technologies 12

13 Cost of storing as technology driver The Cost of storing Electricity (Levelized Cost of Electricity (LCOE)) Application Capacity / Energy [kwh] Cost for capacity [ /kwh] Cost per kw [ /kw] Energy cost/losses [ ct/kwh] O&M & Warranty[%/year] Power [kw] Cost of Storing Electricity ct/kwh] Cost of Capital / RoI [%] Efficiency [%] Self discharge [%/d] Cycle life DoD [#] Technology Cycles [#/day] maximal discharge (DOD) [%] System life time [Jahre] 13

14 Storage Technology update Technologie Energiedichte ρ E ρ P Wirkungsgrad η Lithium- Ionen- Batterie (heute) Lithium- Ionen- Feststoffbatterien Lithium- Schwefel- Batterie Lithium mit Silizium- Kohlenstoff- Anode analog LIB Innenwiderstand analog LIB n/a Lithium-Luft- Batterie (Metall-Luft) Blei-Säure- Batterie Hochtem- peratur- Batterie Eos Znyth Batterie (Zink Hybrid Kathode) LIB Solid LiS LiSi Metal Pb NaS VRFB EOS Na+ State Air Kosten Lebensdauer zyklisch n/a n/a zyk n/a Redox- Flow- Batterie Natrium- Ionen- Batterie Leistungsdichte Volumenänderung n/a Dendriten Lebensdauer kalendarisch Feststoffelektrolyt n/a n/a n/a n/a kal Sicherheit Safe brennbarer Elektrolyt metallisches Li n/a metallisches Li Gasung Säure brennbar Säuredichtigkeit n/a wässriger Elektrolyt Reifegrad (TtM) TtM verbreitet Laborssystem Laborssystem Laborssystem Laborssystem verbreitet verfügbar verfügbar Demo Demo Verfügbarkeit der Rohstoffe Lithium Lithium Lithium Lithium Lithium Vanadium Roh Herausforderung: Anforderungen erfüllen bei geringen Kosten! Wasserstoff günstig aber extrem ineffizient = Dekade der Lithium-Ionen-Batterie! 14

15 Storage Technology update Lithium Ionen Batterie (Zelle)

16 Storage Technology update Solid-State-Lithium Ion Battery Sodium-Ion-Battery (Aquion) Znyth TM - Battery (EOS) + No liquid electrolyte = safety + less weight + less cost + Higher energy density (2-3 x LIB) + Slow aging / longer lifetime + Potentially low cost High internal resistance High losses Market entry maybe around Water based electrolyte = low cost, long life, safety + Cheap electrode materials Very low energy density (0.1 x LIB) Extremely low power density (0.01 x LIB) Commercially available (starting). Cyclic/calendaric aging to be shown Cost not yet below LIB metal to liquid chemistry + No rare/expensive material + Potentially high energy density Energy density still low Low power density Commercially available (starting). Cyclic/calendaric aging to be shown Cost not yet below LIB /reduction 16

17 Storage Technology update Solid-State-Lithium Ion Battery Sodium-Ion-Battery (Aquion) Znyth TM - Battery (EOS) + No liquid electrolyte = safety + less weight + less cost + Higher energy density (2-3 x LIB) + Slow aging / longer lifetime + Potentially low cost High internal resistance High losses Market entry maybe around Water based electrolyte = low cost, long life, safety + Cheap electrode materials Very low energy density (0.1 x LIB) Extremely low power density (0.01 x LIB) Commercially available (starting). Cyclic/calendaric aging to be shown Cost not yet below LIB metal to liquid chemistry + No rare/expensive material + Potentially high energy density Energy density still low Low power density Commercially available (starting). Cyclic/calendaric aging to be shown Cost not yet below LIB /reduction 17

18 Summary Cost of storage going down to a limit Markets the value is in value added on top of the energy Technologies the age of the Lithium-Ion-Battery until

19 Any questions? RES Group Limited

20 Thank you! Dr. Matthias Leuthold Head of Storage, RES Deutschland GmbH M +49 (0) T +49 (0) E Matthias.Leuthold@res-group.com RES Group Limited

21 Speaker Introductions 2001 PhD High Energy Physics, HU Berlin and DESY 2004 Ohio State University, Columbus OH 2008 Siemens AG, Renewable Energy, Wind 2010 RWTH ISEA Electrochemical Energy Conversion and Storage Systems (Prof. Dr. D.U.Sauer) Head of Grid Integration and Storage System Analysis Energy systems with high shares of renewables Battery systems for ancillary services, PV-home storage systems, Electric cars in grids Dr. Matthias Leuthold VDE ETG Taskforce Storage for the Energy Transition + Storage in the Distribution Grid 2015 RES Germany GmbH Business Development Manager 2017 RES Germany GmbH Head of Storage RES Deutschland 21