【电新】甘肃发布容量电价征求意见稿，保障调节性电源盈利水平——碳中和领域动态追踪（一百五十九）（殷中枢/和霖/宋黎超）

Core Viewpoint - The article discusses the implementation of a capacity pricing mechanism for power generation in Gansu Province, which aims to enhance the economic viability of coal power and energy storage systems while promoting marketization in the electricity sector [3][4][5]. Summary by Sections Capacity Pricing Mechanism - The Gansu Provincial Development and Reform Commission released a draft notification outlining the capacity pricing standards and implementation scope, focusing on compliant coal power units and new energy storage systems [3][4]. - The initial capacity price for coal power units and energy storage is set at 330 yuan per kilowatt per year for a duration of two years, with adjustments based on market conditions thereafter [4]. Market Pricing Boundaries - The notification establishes price boundaries for the spot market, with a lower limit of 0.04 yuan per kilowatt-hour and an upper limit of 0.5 yuan per kilowatt-hour for bidding prices, while the clearing price limits are set at 0.04 yuan and 1 yuan per kilowatt-hour respectively [4]. Economic Impact on Coal Power - With the increase in capacity subsidies to 330 yuan per kilowatt per year, the compensation for coal power in Gansu is projected to rise to 0.080 yuan per kilowatt-hour, an increase of 0.056 yuan compared to the previous subsidy level [5]. - The article suggests that the profitability of coal power generation will not be overly concerning due to its regulatory capabilities amidst the rise of renewable energy installations [5]. Enhancement of Energy Storage Viability - The implementation of this notification is expected to significantly improve the economic feasibility of energy storage stations, with broader application and stronger compensation measures compared to previous policies in other provinces [6]. - Gansu's status as a major renewable energy province adds to the significance of this policy, potentially serving as a model for other regions [6].