To curb carbon emissions and build a beautiful home together, the new energy revolution is the general trend. At the same time, super-large enterprises, especially traditional energy companies like BP, Shell, National Energy Group, and Shanghai Electric are also accelerating their green strategic transformation. In this context, traditional energy companies are accelerating their transition to new energy companies, and energy storage has also become the focus of the industry. In the next 20 years, a clear technological route indicates that mankind must get rid of fossil energy dependence. For the first time in human history, mankind has a real chance to achieve energy freedom. New energy will also become the cheapest energy source. This will extend a lot of opportunities of the times. Give birth to a group of great companies. Typical high-energy consumers such as automobiles, construction machinery, ships, etc., are all fully transforming to electrification.
Realize low-cost photovoltaic + low-cost energy storage, and the overall cost is lower than that of thermal power. This is the reason for the high warehouse. The cost of the photovoltaic system has been reduced to 3 rmb/W. I think that the system cost will reach 60 rmb/W in 2007. In 13 years, the cost will be reduced to 5%; the lithium iron phosphate energy storage system will be reduced to 1.5 rmb/wh, and the number of charging and discharging is OK. Reached 5000 times. The cost of the photovoltaic system is expected to drop to 2.2 rmb/W in 2025, and it will be depreciated and financial costs for 25 years. 1500 hours/year of power generation hours, the cost of electricity is 0.1 rmb per kilowatt-hour; the cost of energy storage system is 1 rmb/WH, charging The number of releases is 10,000 times and is depreciated for 15 years. The storage cost per kilowatt-hour is 0.1 rmb per kilowatt-hour, and the financial cost is 0.13 rmb per kilowatt-hour; the cost of photovoltaic + energy storage system is 0.23 rmb/kw, and the cost is expected to drop to 0.15 rmb per kilowatt-hour in 2030 Within, sweep all fossil energy.
Under the trend of electrification, the total global demand for electricity in 2020 will be about 30 trillion kWh, and the demand in 2030 will be about 45 trillion kWh, which will stretch to about 70 trillion kWh in 2040.
Post time: Sep-17-2021