澳洲跃居全球储能前三甲，市场剧烈波动催生万亿储能商机

Group 1 - Battery investors are significantly entering Australia, aiming to profit from the volatile electricity market through a "buy low, sell high" storage strategy [1] - Australia has surpassed the UK to become the third-largest large-scale battery storage market globally, with installed capacity only behind the US and China [1] - BloombergNEF predicts that utility-scale battery storage capacity in Australia will surge eightfold by 2035 compared to 2024, as coal-fired power plants are phased out [1] Group 2 - The country plans to increase the share of renewable energy generation to over 82% by 2030, making it a testing ground for global energy transition [1] - The explosive growth of rooftop solar has led to excess power during midday, creating arbitrage opportunities for large batteries to store low-cost electricity and sell it at higher prices [1] - In 2023, investment in large battery projects in Australia reached a record AUD 6.9 billion (USD 4.6 billion), with an additional AUD 3.7 billion committed [4] Group 3 - The Australian electricity market has experienced unprecedented volatility, with negative prices occurring frequently during midday, creating significant arbitrage opportunities [4] - The revenue from arbitrage for utility batteries connected to the national electricity market reached AUD 12.08 million last quarter, more than tripling year-on-year [6] - The business model is shifting fundamentally, with arbitrage becoming the primary revenue source for batteries, as noted by industry experts [6] Group 4 - Akaysha Energy, backed by Blackstone, emphasizes that the market is underestimating the opportunities presented by volatility, predicting that price differentials will persist or even expand over the next five to ten years [4] - AGL Energy, Australia's largest coal operator, is investing in large battery projects to hedge risks, with expectations that battery revenues will cover rising costs of coal and gas procurement by 2028 [6] - Akaysha's operational super battery, valued at AUD 1 billion, has a capacity eight times that of Tesla's project in South Australia, showcasing a new pure storage business model [7]