In the context of carbon neutrality, the new energy industry has ushered in unprecedented development opportunities, and a trillion market is about to explode.
On March 21, the Implementation Plan for the Development of New Energy Storage in the 14th Five-year Plan issued by the National Development and Reform Commission and the National Energy Administration proposed that in 2025, new energy storage will step into the stage of large-scale development from the initial stage of commercialization, and have the conditions for large-scale commercial application. By 2030, new-type energy storage will be fully marketized, basically meeting the needs of constructing new-type power system and fully supporting the realization of carbon peak in the energy sector as scheduled.
The release of this weighty policy once again pushes the energy storage track to the tuyere. According to the technical characteristics, the main energy storage methods can be divided into mechanical energy storage, electrochemical energy storage, electromagnetic energy storage. From the perspective of new energy storage, electrochemical energy storage has become the energy storage technology with the widest application range and the greatest development potential. At present, Lithium Batteries are the main energy storage technology. By 2021, more than 88% of the new electrochemical energy storage projects in China are Lithium ion Batteries, and new battery systems are gradually increasing.
It is worth noting that since the optimization and adjustment of business sectors in April last year, petrochina, China's largest oil giant and the world's third largest oil company, has also started the acceleration of low-carbon transformation, building four business sectors (sub-groups) : oil and gas and new energy, refining and chemical sales and new materials, support and services, and capital and finance. Among them, in the field of new energy, China Petroleum has repeatedly made moves to further explore the field of energy storage.
China Petroleum one day 3 bidding, targeting a number of energy storage battery technology
On April 2nd, China's oil, according to the tendering and bidding network China petroleum issued three consecutive storage related tender documents, respectively is sodium ion batteries and energy storage device, lithium iron phosphate battery technology development and application of project and battery testing system development project, the electrochemical energy storage Battery Management System of high power and energy management system development.
In terms of energy storage battery technology, CNPC chooses the current battery route with higher economic and safety, and has diversified layouts, including sodium ion battery technology, Lithium Iron Phosphate Battery technology, and lithium titanate battery technology.
In terms of sodium ion battery, CNPC mainly has three layout priorities. One is the layout of positive and negative electrode materials testing and development, etc., requiring materials to meet the cycle of more than 5000 times, temperature tolerance of -20℃~60℃; Second, research and development of 100 kilowatt-hour sodium ion battery energy storage equipment and battery energy management software; Third, the performance evaluation of the energy storage demonstration system is studied.
A sodium-ion battery, like a lithium-ion battery, consists of a positive electrode, a negative electrode, an electrolyte and a diaphragm. They have similar physical and chemical characteristics and storage mechanism, and can use the existing materials, cell production processes and production equipment of Lithium Ion Batteries, which is relatively easier to industrialization. At present, ningde Times, Penghui Energy, Xinwangda, Zhongna Energy, Zhongkehai Sodium and other battery enterprises have the layout of the technology, the material side rongbai Technology, Putailai, Baichuan Shares, Dow Technology and so on.
In terms of Lithium Iron Phosphate Batteries, the main objective of CNPC is to study the adaptation scheme of modified lithium iron phosphate energy storage equipment and multi-load energy use, develop the oil zone energy comprehensive management module based on energy storage terminal, and carry out evaluation method research on the applicability of different types of electrochemical energy storage technology and equipment in oil fields.
The battery is currently the most widely used, relatively mature technology, stable supply chain, has entered the industrial development. The main representative enterprises are Ningde Times, Guoxuan High-tech, Rip Energy and so on.
In terms of lithium titanate battery, the main purpose of CNPC is to complete a lithium titanate battery module PACK process plan together with the partner. A kind of high power lithium titanate Battery BMS software and hardware is formed. Form an EMS scheme based on large-scale electrochemical energy storage; Lithium titanate battery module model set.
Lithium titanate battery has broken the traditional battery technology route with graphene as the negative electrode, and changed to lithium titanate as the negative electrode material. The cycle life of lithium titanate battery is high, which can reach 10,000 to 20,000 times under normal temperature environment, which is three times of lithium iron phosphate and ternary Lithium Battery. At present, the main layout of enterprises have Gree Titanium, Shandong Chapter drum and so on.
It is worth noting that the above bidding documents of CNPC show that CNPC and the winning bidder will jointly apply for patents, and all the technological achievements and intellectual property rights obtained by the winning bidder in the service process will be owned by CNPC, which can authorize a third party to use them. This also means that CNPC's layout is deepening, and will further explore the upstream field of energy storage.
International oil and gas giants are piling up on new energy sources
In the context of carbon neutrality, the new energy industry has ushered in unprecedented development opportunities, and a trillion market is about to explode. In addition to petrochina, other international oil and gas majors have also entered the game.
Shell, for example, struck 10 green energy deals last year, making it the most active new energy dealmaker among oil and gas producers. In the fourth quarter alone, Shell struck four new deals, two of them in US solar services. Shell first acquired Cleantech solar services company Cleanloop through a U.S. solar subsidiary and then Savon LLC, a large utility-scale solar and storage developer, from Macquarie's Green Investments Group.
In the field of energy storage lithium batteries, it acquired all shares of German energy storage company Sonnen in February 2019. Sonnen, a German start-up founded in 2010 that makes lithium-ion batteries for storing wind and solar energy, has grown into the largest household energy storage company in Germany and the world, as well as Tesla's biggest competitor in home energy storage.
Notably, other oil and gas majors such as ExxonMobil (XOM), Chevron (CVX), Total, and BP (BP) are also in the new energy market.
According to statistics, Total Energy completed six new energy deals last year; Eni, Italy's largest integrated oil and gas company, struck nine new energy deals last year, six of them involving wind and solar; Chevron made two investments in new energy in the U.S. last year.
It is expected that with the two-way drive of "new energy + energy storage" power, more industry giants will cross over to grab food.
