10GWh低价采购引发热议！15个储能项目合同将于2028年开始

Core Insights - The article summarizes the industry's reaction to Italy's MACSE auction, where Terna procured 10 GWh of long-term energy storage capacity at a notably low price [1][5] - The auction concluded on October 1, with Terna acquiring capacity from 15 large lithium-ion battery storage systems, totaling 1,491.392 MW and 9,968 MWh, with an average duration of 6.6 hours [1] - The contracts are set for 15 years, starting in 2028, with Terna expected to provide load-shifting services for intermittent renewable energy producers [1] Auction Results - Terna will pay approximately €129.6 million annually for the 10 GWh capacity, raising concerns about the operators' ability to achieve high internal rates of return [5] - Enel won about half of the total capacity, with other companies including ACL Energy, ZE Energy, Eni Plenitude, Greenvolt, Whysol, and Natpower sharing the remaining capacity [2][10] Market Dynamics - The low auction prices have shifted focus towards arbitrage, intraday trading, and ancillary service revenue channels in the free market [8] - E-CUBE strategic consulting noted that battery projects often generate the highest revenue during extreme events, which are unpredictable but likely to increase with higher renewable energy penetration [8] Cost Management - Commentators emphasized the necessity for operators to secure competitive contracts from BESS suppliers and EPC service providers to manage costs effectively [8] - Achieving competitive procurement prices similar to those in China could enhance internal rates of return by 3% to 6% [9] Project Withdrawals - One project, "ACL SPV 2," a 5 MW/32 MWh storage project, withdrew from the auction, leaving 14 remaining projects [11]