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分散型ストレージへの資金調達イノベーションがベンダーに市場競争力をもたらす

Distributed Storage Financing Innovations Give Vendors an Edge in the Market

発行 Navigant Research 商品コード 801088
出版日 ページ情報 英文 23 Pages; 5 Tables, Charts & Figures
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分散型ストレージへの資金調達イノベーションがベンダーに市場競争力をもたらす Distributed Storage Financing Innovations Give Vendors an Edge in the Market
出版日: 2019年02月12日 ページ情報: 英文 23 Pages; 5 Tables, Charts & Figures
概要

当レポートでは、DESS (分散型エネルギーストレージシステム) における資金調達のファンダメンタルズと課題について調査し、革新的なDESSプロジェクトの資金調達のアセットクラス、新規市場参入企業、DESSプロジェクトのバンカビリティを改善する政府政策、太陽光発電プラスストレージの電力購入契約 (PPA) 、および包括的エネルギー管理などについて分析しています。

序文

内容

提言

資金調達イノベーションは分散型エネルギーストレージの成長をサポート

  • 分散型エネルギーストレージの資金調達におけるファンダメンタルズと課題
  • DESS (分散型エネルギーストレージシステム) は公共事業体 (ユーティリティ) とその顧客へクリエイティブなソリューションを示す

DESSプロジェクトにおける資金調達リスクの評価は複雑な仕事

  • 革新的なDESSプロジェクトの資金調達のアセットクラス

DESSコスト削減は資金調達の結果およびステークホルダー価値の改善に重要

  • リーン生産方式コンセプトによって決定されるモジュール方式は資金調達の結果・ステークホルダーの価値を改善
  • フレキシビリティサービスによるROIの創出がDESS部門を新たな高みへと押し上げる
  • 新規のDESS向け市場参入モデルがプラスのメリットを提供
  • 政府の政策はDESSプロジェクトのバンカビリティを改善

太陽光発電プラスストレージの電力購入契約 (PPA) および総合的エネルギー管理はDESSステークホルダーへ機会を提供

  • 太陽光発電プラスストレージ
  • 総合的エネルギー管理

EPG企業は競争力のあるDESSファイナンシング環境にとって不可欠

ステークホルダーの前進に向けたのガイダンス

図表

List of Charts and Figures

  • Services Provided by Energy Storage on the Grid by Stakeholder Groups
  • DESS Project Delivery Value Chain
  • Operation of C&I DESS for Demand Charge Management
  • EaaS - Integrated DER and Energy Management Solutions

List of Tables

  • Overview of DER Project Finance Risks
目次
Product Code: SI-IDSF-19

In today's distributed energy storage system (DESS) market, significant competition is emerging among project developers in search of commercial debt lending and equity investment partners. To seize a competitive edge, DESS developers must ensure their projects have a strong level of guaranteed revenue to increase the likelihood of attracting potential debt and equity companies.

Further, as battery prices and balance-of-system (BOS) costs decline, DESS developers need to focus on operational efficiencies to remain competitive. Consequently, new market participation models that use storage's inherent flexibility to capture multiple value streams are attracting increasing attention. Stakeholders are also focusing on government incentives that enhance the bankability of DESS projects and enable DESS project value chain participants to reduce costs and drive better project performance.

This Navigant Research report explores the fundamentals and challenges of financing DESSs. The study examines innovative DESS project financing asset classes, new market participation and government policies that improve the bankability of DESS projects, and solar PV plus storage power purchase agreements (PPAs) and holistic energy management. It also provides guidance for DESS stakeholders on implementing lean practices, taking advantage of real-time integrated control software, and lowering project costs by partnering with engineering, procurement, and construction (EPC) companies.

Key Questions Addressed

  • What is driving the growth of distributed energy storage?
  • What are the fundamentals and challenges of financing distributed energy storage systems (DESSs)?
  • What innovative financing asset classes exist for DESSs?
  • How are market participation models and government policies improving the bankability of DESSs?
  • What is the long-term potential of DESSs in an evolving electric power industry?
  • How can lean manufacturing concepts improve financing outcomes and stakeholder value?

Who Needs This Report

  • Engineering, procurement, and construction (EPC) companies
  • Energy storage software and technology vendors
  • Energy storage project developers
  • Utilities
  • Electricity industry regulators
  • Finance community
  • Investor community

Table of Contents

Spark

Context

Recommendations

Financing Innovation Is Poised to Support Growth of Distributed Energy Storage

  • Fundamentals and Challenges of Distributed Energy Storage Financing
    • DESS Projects Offer Economic Benefits and Have Low Technological Risk Levels
    • Market and Regulatory Context in North America and Europe
  • DESSs Present Creative Solutions for Utilities and Their Customers

Assessing DESS Project Financing Risks Is a Complex Task

  • Innovative DESS Project Financing Asset Classes
    • Behind-the-Meter Host-Controlled Projects
      • Equipment Lease Financing
      • Demand Charge Shared Savings Agreement
      • Asset Management Service Agreement and Demand Reduction Performance Guarantee
      • BTM Solar Plus Energy Storage Power Purchase Agreement
    • BTM Utility-Controlled Projects
      • DR Energy Services Agreement

Lowering DESS Costs Is Critical to Improving Financing Outcomes and Stakeholder Value

  • Modularity Driven by Lean Manufacturing Concepts Will Improve Financing Outcomes and Stakeholder Value
  • Creating ROI through Flexibility Services Is Propelling DESS Sector to New Heights
  • New Market Participation Models for DESSs Bring Positive Benefits
  • Government Policy Is Improving the Bankability of DESS Projects
    • Federal Solar Investment Tax Credit
    • US State-Level Policy Actions
    • Germany

Solar PV Plus Storage PPAs and Holistic Energy Management Offer Opportunities for DESS Stakeholders

  • Solar PV Plus Storage
  • Holistic Energy Management

EPC Companies Are Vital to a Competitive DESS Financing Environment

Guidance for Stakeholders Moving Forward

  • Stakeholders Must Implement Lean Practices across the Value Chain
  • DESS Stakeholders Need to Focus on the Advantages of Real-Time Integrated Control Software
  • Owners Can Lower Project Costs by Sharing Risk with EPC Contractors
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