澳洲的电竟然可以像股票那样玩增值

今天我们来上点干货科普,上一篇文章我们聊到电是怎么来的,这一期大家一起跟着Discover Energy来学学如何投资所谓的“电力资产运营”

澳洲的电费高昂众多周知,但却拥有全球范围内市场化程度的售电市场-NEM,全称为国家电力市场。NEM电力传输至今只覆盖了包括昆士兰,新南威尔士,维多利亚,塔斯马尼亚还有南澳,其他两个州都各自🈶️自己的电力销售网

NEM的作用是平衡电力供给和电力需求,充当国家电力批发商品的交易中心。发电厂就是供给放,负责产电和卖给零售公司好比我们的Discover Energy ,AGL,Origin等,然后我们这些零售商买进电后再卖点顾客.

NEM分为电力批发市场和电力金融市场两个部分,由于电力储存较难,成本不低,电力批发市场采取电力库(POOL)的模式,澳大利亚能源市场运营机构(AEMO)负责调度和交易,所有的电能机构都必须通过这个交易平台进行交易,AEMO每5分钟就会公布一次新的电力市场现货价格,电力零售公司最后根据现货价格进行购买. 除此以外,NEM 在每个州都有单独的现货价格。 不同地区的电量需求和发电厂供应状况的不同是导 致各自电力现货价格波动的主要原因。

由于 NEM 传输网络中直接参与的供需双方有 超过 200 位,电力批发市场能够在维持电力批发价 相对竞争力的同时,最大限度地保证电力供需保持 平衡,有效避免电力过于短缺或是产量过高的状况。

说到NEM(国家电力市场)就不得不提到AEMO(澳大利亚能源市场运营商)其正在澳洲进行的为期12-18个月的虚拟电厂整合实验,通过新的整合实验,将证明虚拟发电厂(virtual power plant, VPP)具有为澳大利亚电网提供容量和频率调节服务能力。随着环境污染,能源紧缺等问题的日益严重,各国都在寻求新的能源类型以及能源利用方式,分布式能源(distributed energy resouse,DRE) 以及灵活,环保,经济等优点被广泛利用和推广。尤其风能和太阳能等新能源发电的电力系统在澳洲所占比例会逐渐增大,澳大利亚已在运行或正在建立若干个虚拟发电厂(vpp). 通过商业,工业和住宅太阳能+储能项目,以及单独的电池储能系统🔋,把这些联系到一起可以从电网获得电力,也可以向电网提供电力,其整合能力可以由电网运营商根据需要调度,比如我们Discover Energy就可以帮助消费者,最大限度地为消费者和系统带来利益,我们鼓励更多的家庭安装家用电池🔋储能,参与vvp计划的最大好处是,用户安装电池储能,可以将电储存起来,在电网需要的时候为电网供电,像发电厂一样为电网支撑,用户可以从中获利,而Discover Energy 将与已安装电池储能并参与虚拟电厂计划的用户签订合同,DE在电网需要的时候可以调度用户的电池🔋储能,同时帮助用户将多余的储能电在电力价格高峰期销售给澳洲国家电力市场,帮助消费者利益最大化.

随着澳洲储能需求将增加2倍,预计澳洲将成为世界最热门的户用储能市场,占全球需求的30%,根据彭博新能源财经(BNFF)的数据,2019年澳洲将有7万用户安装储能电池,这是由于州政府提供了1.47亿美元的补贴以及低息贷款的驱动下的结果。

总体而言,安装在屋顶的太阳能🌞光伏系统的澳大利亚家庭数量已超过200万,随着澳洲政府大力提倡住宅存能市场,以及澳洲高电价和太阳能普及,储能电池🔋系统将会越来越受到广泛的普及.

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