为澳大利亚高质量储能的未来提供确定性.pptx

1、Confidential information of EVE,no spreading without permission.,EVE Energy Storage International Marketing Center,Vera Ren,Delivering Certainty for Australias High-Quality Energy Storage Future,1.1 We Are Witnessing a Historic Moment for Australias Energy Storage Sector,Within a single national mar

2、ket,Australia is emerging as a dark horse,challenging for a top-three global position and establishing itself as the“third pole”in energy storage,following China and the United States.,*,Rho Motion SEIA Sunwiz,9.8GWh,162GWhChina,47GWhUSA,European Union,Large-Scale Storage,According to Rho Motion dat

3、a,Australias newly installed capacity for large-scale storage ranked third globally in 2025,with an additional 9.8 GWh,a year-on-year increase of 216%,making it one of the fastest-growing markets worldwide.,3.1GWh,4.6GWhAustralia,9.8GWh,Residential Storage,According to Sunwiz data,Australias residen

4、tial storage market experienced explosive growth in 2025,with an annual increase of 4.3 GWh,a year-on-year surge of 260%,ranking second globally.,Structural Drivers,Economic Drivers,Subsidy Drivers,Technological Drivers,Large-Scale Storage,Residential Storage,Coal Retirement and Grid Stability Requi

5、rementsCountdown:Over 11GW coal to retire in 10 years.Replacing 1GW needs 3GW RE+12GWh storage,unlocking 100GWh+market.Vulnerability:Worlds longest“island”grid.With RE penetration 75%in S.A.,storage is essential for stability.,Mature Market,Multiple Revenue StreamsFCAS:Frequency Control Ancillary Se

6、rvices currently contribute 30-40%of project revenue.Energy Arbitrage:Volatile spot prices create a prime environment for arbitrage,now accounting for 60-70%of large-scale storage revenue in Australia.,Capacity Investment Scheme(CIS)IncentivesTender Size:14 GWCore Terms:Government covers 90%of reven