95% consumption red line liberalization, PV good days are coming?


2024-03-20

From an economic point of view, car owners do not have to pay highway tolls on holidays, but the owners of other costs greatly elevated, such as the hidden cost of time, and even "a tank of gas a year," the owners of this car on the road, resulting in the probability of vehicular accidents cost.

From an economic point of view, car owners do not have to pay highway tolls on holidays, but the owners of other costs greatly elevated, such as the hidden cost of time, and even "a tank of gas a year," the owners of this car on the road, resulting in the probability of vehicular accidents cost.

This is the power, the systemic decision of the traffic, the so-called system is "pulling one hair moves the whole body", the system of a link of the constraints canceled, naturally in another link to bring greater constraints to maintain the stability of the system.

New energy consumption red line, is essentially a means of planning, such as roadblocks, power generation plan limitations, and other methods to solve the problem of grid line blockage.

In the higher level of power marketization, in fact, there is no need for red line, everything with the price signal to speak.

In the transmission and distribution chain, transmission and distribution prices will definitely be raised for lines where blockage occurs, which means that the landed retail tariff rises to compete with non-blocked lines or local generator prices.

At the same time, in the electricity energy market, when new energy is concentrated in the hours of power generation, the price of electricity will surely fall, or even zero and negative electricity prices, so that new energy investors can not make money.

Since it can not make money, naturally used to reduce investment, or adjust the direction of investment, which is the most effective allocation of resources using price signals to guide.

From the point of view of the development constraints of the photovoltaic industry, divided into three stages of constraints:

Stage I, technical bottlenecks, such as the constraints of power generation efficiency.

Stage two, capacity bottlenecks, after improving power generation efficiency, new PV technology capacity is limited, it is difficult to quickly replace, while the old capacity is facing elimination.

Stage III, consumption constraints, after excess capacity, PV power how to access the Internet, how to sell, how to trade off the grid, the carrying capacity of the entire system has become a bottleneck, in the past, with the plan to limit, the future with the market price signal constraints.

So, 95% of the red line liberalization, serious overcapacity of photovoltaic days, as usual, no more than a number of short-term restrictions on the project can be connected to the grid.

The focus of the game at this time, not the grid VS investors, but market-based competition VS power producers.