德国大储市场重磅利好！2037年大型电池装机容量约为24GW

Core Viewpoint - The article discusses the opening of the inertia service market to battery energy storage systems (BESS) in Germany starting in 2026, which will provide an additional revenue stream for these systems through fixed-price contracts for inertia services [2][3]. Summary by Sections Inertia Service Market - From 2026, German transmission system operators (TSOs) will pay BESS for providing inertia services, crucial for maintaining frequency stability in the power grid [2]. - The compensation will be based on fixed price contracts lasting between 2 to 10 years, with initial pricing set by TSOs and valid for two years [2][3]. - The first procurement window's pricing details will be announced by January 28, 2026 [2]. Technical Requirements and Costs - BESS must be equipped with inverters capable of providing inertia services, potentially increasing capital expenditures [4]. - Inertia service providers must meet specific technical requirements and obtain valid certifications throughout the contract duration, although the exact standards and procedures are yet to be disclosed [4]. Transmission Fee System Reform - The Federal Network Agency of Germany has initiated a review process for restructuring the current grid fee mechanism, which currently only charges end-users [5]. - Proposed reforms may include expanding the fee structure to include power generation sources, thereby distributing network construction costs among more market participants [5]. - Storage facilities currently enjoy a fee exemption until 2029, and the agency aims to create a long-term framework that integrates storage technology into the grid [5]. Future Storage Goals - The Federal Ministry for Economic Affairs and Climate Action emphasizes that climate protection goals can only be achieved with a high installed capacity of storage systems [6]. - Current grid development plans project that by 2037, small battery storage capacity will reach approximately 67 GW, and large battery capacity will reach about 24 GW [6]. Large-Scale Storage Projects - The article lists several planned large-scale storage projects in Germany, detailing their capacities, locations, and statuses [8]. Subsidy Policies for Storage - Various subsidy policies are outlined, including low-interest loans and capital expenditure compensations for battery storage systems, with specific conditions and statuses for each program [9][10].