English

  • Critical Market Design: Industry experts highlight that Germany's upcoming capacity market design is essential for the viability of Battery Energy Storage Systems (BESS).
  • Avoiding Past Models: Elisabeth Giesemann (Fluence) warned against modeling future energy security on outdated systems, advocating for a design that reflects modern, digital technological capabilities.
  • Technological Neutrality Concerns: Sonja Risteska (SolarPower Europe) noted that supposedly "technology-neutral" auctions often inadvertently disadvantage batteries due to complex, biased criteria.
  • De-rating Factor Hurdles: Current market mechanisms often use "de-rating factors" that restrict the revenue potential of batteries, undermining the business case for new storage investments.
  • Lessons from Poland: Poland's capacity market serves as a cautionary tale; BESS contract awards dropped significantly from 2.5GW in 2024 to 685MW in 2025 due to restrictive policy changes.
  • Investment Security: Experts argue that a well-structured capacity market is necessary to provide the investment security needed to replace traditional fossil-fuel energy sources.

中文

  • 关键的市场设计： 行业专家强调，德国即将出台的容量市场设计对于电池储能系统（BESS）的生存能力至关重要。
  • 摒弃过时模式： Fluence公司的Elisabeth Giesemann警告称，不应以过时的系统来构建未来的能源安全，应制定能够反映现代数字技术能力的机制。
  • 技术中立的担忧： SolarPower Europe的Sonja Risteska指出，所谓的“技术中立”拍卖往往因复杂的偏见标准而不经意间使电池处于不利地位。
  • 降容系数（De-rating Factor）障碍： 现行市场机制中使用的降容系数限制了电池的收入潜力，损害了储能新投资的商业案例。
  • 波兰的前车之鉴： 波兰的容量市场是一个警示案例；由于政策限制性调整，其电池合同授予量从2024年的2.5GW大幅下降至2025年的685MW。
  • 投资安全性： 专家认为，构建一个良好的容量市场对于提供必要的投资安全感至关重要，这有助于取代传统的化石燃料能源。