Investor Presentation
3-RENEWABLES REVOLUTION - STORAGE MARKETS
Grenergy main markets early position and core business
PV + Storage, Spain
New Capacity market regulation
PROS:
At least 5 GW Storage Objective 2030
• Lowest LCOS in Europe
CONS:
• Capacity market regulation in process
Stand Alone regulation in process
Grenergy
renovables
PV + WIND + Storage, Chile
Defining new Energy storage needs
PROS:
•
At least 4 GW Storage Objective 2030
• Lowest LCOS worldwide
CONS:
•
Marginal cost and Nodal prices
PV + Storage, UK
Mature Energy storage markets
PROS:
• High potential of minimum 9 GW storage
market on track
•Most Advanced regulation in Europe
CONS:
Energy market complexity
Grenergy Forecast of 5-10% Revenue in 2025
CAPEX
FOM
Energy
Markets
•
Mature energy market & Complexity
Missing
money
Energy Storage key points and future services
1. Curtailment avoidance
2. RES Penetration enabler
3. Plant capacity factor up to 50% additional
4. Electrical grid balance element
5. Smart Grids enabler
6. New long term Energy PPA
Pros and Cons scenario for a PV + Storage 50 MW / 200 MWh system in Spain, 50 MW / 250 MWh system un Chile and PV + Storage up to 50 MW / 100 MWh in the UK or Stand-alone system with Export/Import
up to 50 MW. 1,5 cycles/day, and time life 15Y for a BOL system. Electrochemical BESS systems Lithium ion LFP.
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