ใ€SMM Analysisใ€‘Clearway Energy Group signed an exclusive power purchase agreement for a 3GWh energy storage project to address the delay in the energy storage project grid connection

๊ฒŒ์‹œ๋จ: Nov 30, 2024 12:37
ใ€SMM Analysisใ€‘Clearway Energy Group has signed an exclusive offtake agreement with a California utility company, involving a 3GWh battery energy storage system (BESS). This agreement was signed against the backdrop of delays in energy storage installations and grid connections in the US, aiming to ensure smooth sales channels for the project's electricity.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
์œˆ๋‚œ ์—๋„ˆ์ง€, 100MW/400MWh ๋ฐ”๋‚˜๋“ ๋ ˆ๋…์Šค ํ”Œ๋กœ ๋ฐฐํ„ฐ๋ฆฌ ์ €์žฅ ํ”„๋กœ์ ํŠธ ์ˆ˜์ฃผ
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์œˆ๋‚œ ์—๋„ˆ์ง€, 100MW/400MWh ๋ฐ”๋‚˜๋“ ๋ ˆ๋…์Šค ํ”Œ๋กœ ๋ฐฐํ„ฐ๋ฆฌ ์ €์žฅ ํ”„๋กœ์ ํŠธ ์ˆ˜์ฃผ
๋” ๋ณด๊ธฐ
์œˆ๋‚œ ์—๋„ˆ์ง€, 100MW/400MWh ๋ฐ”๋‚˜๋“ ๋ ˆ๋…์Šค ํ”Œ๋กœ ๋ฐฐํ„ฐ๋ฆฌ ์ €์žฅ ํ”„๋กœ์ ํŠธ ์ˆ˜์ฃผ
์œˆ๋‚œ ์—๋„ˆ์ง€, 100MW/400MWh ๋ฐ”๋‚˜๋“ ๋ ˆ๋…์Šค ํ”Œ๋กœ ๋ฐฐํ„ฐ๋ฆฌ ์ €์žฅ ํ”„๋กœ์ ํŠธ ์ˆ˜์ฃผ
์œˆ๋‚œ์—๋„ˆ์ง€๋Š” ์ค‘๊ตญ ์œˆ๋‚œ์„ฑ ๋ฆฌ์žฅ์— ์œ„์น˜ํ•œ 100MW/400MWh ๊ทœ๋ชจ์˜ ๋‹๋ž‘ ๋…๋ฆฝํ˜• ๊ณต์œ  ์—๋„ˆ์ง€ ์ €์žฅ ํ”„๋กœ์ ํŠธ ๊ฐœ๋ฐœ ์‚ฌ์—…์ž๋กœ ์„ ์ •๋˜์—ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ์œˆ๋‚œ์„ฑ์˜ 2026๋…„ ์‹ ๊ทœ ๊ณต์œ  ์—๋„ˆ์ง€ ์ €์žฅ ํ”„๋กœ์ ํŠธ ๋ชฉ๋ก์— ํฌํ•จ๋˜์—ˆ์œผ๋ฉฐ, ๊ทธ๋ฆฌ๋“œ ํฌ๋ฐํ˜• ๋ฐ”๋‚˜๋“ ๋ ˆ๋…์Šค ํ๋ฆ„ ์ „์ง€(VRFB) ์—๋„ˆ์ง€ ์ €์žฅ ์‹œ์Šคํ…œ์„ ๋„์ž…ํ•ด 2๋…„ ๋‚ด์— ์ค€๊ณต๋  ์˜ˆ์ •์ด๋‹ค. ํšŒ์‚ฌ ์ธก์€ ์ด ํ”„๋กœ์ ํŠธ๊ฐ€ ์‹ ์žฌ์ƒ ์—๋„ˆ์ง€ ์‚ฌ์—…์„ ๊ฐ•ํ™”ํ•  ๊ฒƒ์ด๋ผ๊ณ  ๋ฐํ˜”์ง€๋งŒ, ๊ทœ์ œ ๋‹น๊ตญ์˜ ์Šน์ธ์„ ๋ฐ›์•„์•ผ ํ•œ๋‹ค๊ณ  ๋ง๋ถ™์˜€๋‹ค.
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์žฅ์‘ค ํ™”์ฒœ, 2์–ต 2,100๋งŒ ์œ„์•ˆ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ์žฅ๋น„ ๊ณ„์•ฝ ์ฒด๊ฒฐ
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์žฅ์‘ค ํ™”์ฒœ, 2์–ต 2,100๋งŒ ์œ„์•ˆ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ์žฅ๋น„ ๊ณ„์•ฝ ์ฒด๊ฒฐ
๋” ๋ณด๊ธฐ
์žฅ์‘ค ํ™”์ฒœ, 2์–ต 2,100๋งŒ ์œ„์•ˆ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ์žฅ๋น„ ๊ณ„์•ฝ ์ฒด๊ฒฐ
์žฅ์‘ค ํ™”์ฒœ, 2์–ต 2,100๋งŒ ์œ„์•ˆ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ์žฅ๋น„ ๊ณ„์•ฝ ์ฒด๊ฒฐ
์žฅ์‘คํ™”์ฒœ์€ ๋‹์ƒค ํ†ˆํ‘ธ์‹  ๊ธฐ์ˆ ์œ ํ•œํšŒ์‚ฌ์™€ ์—๋„ˆ์ง€ ์ €์žฅ์šฉ PCS ๋ฐ ์Šน์•• ์ผ์ฒดํ˜• ์žฅ์น˜์— ๋Œ€ํ•œ ์„ค๋น„ ํŒ๋งค ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ์œผ๋ฉฐ, ์ด ๊ณ„์•ฝ ๊ธˆ์•ก์€ 2์–ต 2,100๋งŒ ์œ„์•ˆ์ด๋‹ค. ํšŒ์‚ฌ ์ธก์€ ์ด๋ฒˆ ๊ณ„์•ฝ์˜ ์„ฑ๊ณต์ ์ธ ์ดํ–‰์ด ์˜ฌํ•ด์™€ ํ–ฅํ›„ ๊ฒฝ์˜ ์‹ค์ ์— ๊ธ์ •์ ์ธ ์˜ํ–ฅ์„ ๋ฏธ์น  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€๋œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.
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LG์—๋„ˆ์ง€์†”๋ฃจ์…˜-ํ˜ผ๋‹ค ๋ฏธ๊ตญ ๋ฐฐํ„ฐ๋ฆฌ ํ•ฉ์ž‘๋ฒ•์ธ, ESS ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์–‘์‚ฐ ์‹œ์ž‘
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LG์—๋„ˆ์ง€์†”๋ฃจ์…˜-ํ˜ผ๋‹ค ๋ฏธ๊ตญ ๋ฐฐํ„ฐ๋ฆฌ ํ•ฉ์ž‘๋ฒ•์ธ, ESS ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์–‘์‚ฐ ์‹œ์ž‘
๋” ๋ณด๊ธฐ
LG์—๋„ˆ์ง€์†”๋ฃจ์…˜-ํ˜ผ๋‹ค ๋ฏธ๊ตญ ๋ฐฐํ„ฐ๋ฆฌ ํ•ฉ์ž‘๋ฒ•์ธ, ESS ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์–‘์‚ฐ ์‹œ์ž‘
LG์—๋„ˆ์ง€์†”๋ฃจ์…˜-ํ˜ผ๋‹ค ๋ฏธ๊ตญ ๋ฐฐํ„ฐ๋ฆฌ ํ•ฉ์ž‘๋ฒ•์ธ, ESS ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์–‘์‚ฐ ์‹œ์ž‘
LG์—๋„ˆ์ง€์†”๋ฃจ์…˜๊ณผ ํ˜ผ๋‹ค์˜ ๋ฏธ๊ตญ ํ•ฉ์ž‘๋ฒ•์ธ์ธ L-H Battery Company๋Š” 7์›” 3์ผ, ์˜คํ•˜์ด์˜ค์ฃผ ํŒŒ์˜ˆํŠธ ์นด์šดํ‹ฐ ์ œํผ์Šจ๋นŒ ๊ณต์žฅ์—์„œ ํ˜„์ง€ ์‹œ๊ฐ 7์›” 2์ผ๋ถ€ํ„ฐ ESS์šฉ ๋ฆฌํŠฌ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์–‘์‚ฐ์„ ๊ฐœ์‹œํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค.
2026๋…„ 7์›” 3์ผ 12:39
ใ€SMM Analysisใ€‘Clearway Energy Group has signed an exclusive offtake ag - Shanghai Metals Market (SMM)