欧洲电池盛会-欧洲电池储能市场吸引力.pdf

1、BESS Market Attractiveness Across EuropeA European Battery PageantCoen HuttersEnergy Transition Specialist RaboResearch Rabobank has a well-established track record in battery storage project finance and advisory2Corporate/trading clients and Renewable energy projectsCorporate/trading clients and Re

2、newable energy projectsFrance1100MWhUK2900 MWhNL1600 MWhOverview of total project MWhs financed and mandated per countryCurrently mandated for 3 other BESS projectsFinland580 MWh5 GW of capacity across the globe,with various revenue strategies/BESS project financeUndisclosed solar andBESS developerD

3、ebt AdvisorOngoingUndisclosedBuy-Side AdvisorOngoingUndisclosedSell-Side AdvisorOngoingGIGA StorageSale of a majority stake in GIGA Storage to InfraVia Capital Partners2024UndisclosedBESS developerDebt&M&A advisorOngoingGIGA StorageFinancial AdvisorDebt,equity and structuring advice2024Sell Side Adv

4、iceBuy Side AdviceDebt&Equity Structuring Adviceestablished financial advisory suite in the BESS space US6700 MWhAustralia Australia&AsiaAsia2800 MWhEurope 6200 MWhBESS advisory3A European Battery PageantBESS capacityShare of renewablesInterconnectionGrids4A countrys attractiveness is shaped by many

5、 factorsElectricity systemMarketsRegulatory environmentArbitrage opportunitiesAncillary marketsCapacity marketsRevenue stackingGrid tariffsBattery strategiesSix countries,six different electricity system5high share of RES,strong BESS outlook and grid investment plans20242030Jurys verdictAssess the g

6、eneration mix and grid conditions for storage needshigh share of RES,grid congestion issuesBiggest grid-scale BESS capacity,high share of wind,low interconnectionMassive solar buildout,limited interconnection,large BESS pipelineLow share of renewables,well-interconnected,small grid queueMassive sola