新型储能规模今年将突破1000万千瓦!新能源消纳山东路径：“以储调绿”

Core Viewpoint - Shandong is focusing on enhancing the consumption of renewable energy through new energy storage solutions, aiming for a storage capacity of over 10 million kilowatts by 2025, as part of its green low-carbon transformation initiative [1][3]. Group 1: New Energy Storage Initiatives - Shandong has included new energy storage as one of its eight major actions, with a target to exceed 10 million kilowatts of new storage capacity by 2025 [1]. - The province is actively developing compressed air energy storage, with several projects underway, including a 300-megawatt project that is expected to generate 420 million kilowatt-hours annually, equivalent to saving 120,000 tons of standard coal [2][3]. - By 2030, the installed capacity of salt cavern storage in Tai'an is projected to exceed 3.5 million kilowatts, establishing it as a national base for salt cavern energy storage [3]. Group 2: Market Dynamics and Challenges - As of the end of 2024, the total installed capacity of new energy storage projects in China reached 73.76 million kilowatts, a 130% increase from the end of 2023, indicating a rapidly expanding market [4]. - Despite the growth, the energy storage sector faces profitability challenges, with the cost of electrochemical storage being higher than the peak-valley price difference in Shandong [5][6]. - The government is pushing for market-driven reforms to enhance the economic viability of energy storage, including widening the price gap for energy storage to improve market returns [6]. Group 3: Future Development Plans - Shandong plans to accelerate the integration of energy sources, grids, loads, and storage, along with the establishment of green electricity industrial parks and renewable hydrogen production [7]. - The province aims to establish around 10 green electricity industrial parks this year to enhance the use of green electricity and promote industrial transformation [7]. - The development of 25 "vehicle-grid interaction" charging and swapping stations is also planned to facilitate peak shaving and promote local consumption of renewable energy [7].