English

  • Policy Volatility: Industry experts at The Battery Show Europe highlight that the German battery energy storage system (BESS) sector has suffered from six years of inconsistent "pendulum"-like legislation.
  • Regulatory Challenges: Historically, BESS faced double taxation issues as they were classified as both consumption and production, complicating grid fee structures.
  • Welcome Clarity: Recent government confirmation regarding grid fee exemptions until 2029 has provided much-needed, though belated, relief to market players.
  • Investment Hurdles: Investors compare the repetitive nature of policy uncertainty to the movie Groundhog Day, noting that while business cases are strong, the lack of market consolidation remains a barrier.
  • Flexible Connection Agreements (FCAs): While currently lacking standardized practices, FCAs are essential for grid integration. However, banks remain cautious, requiring clear pricing models to finance projects.

中文

  • 政策波动： 在德国电池展（The Battery Show Europe）上，行业专家指出，德国电池储能系统（BESS）行业在过去六年里一直饱受“钟摆式”不连贯政策的困扰。
  • 监管挑战： 历史上，储能系统被同时归类为“消费”和“生产”，导致双重征税问题，加剧了电网费用结构的复杂性。
  • 政策明确性： 政府近期确认将电网费用豁免期延长至2029年，尽管姗姗来迟，但为市场参与者提供了急需的缓解空间。
  • 投资障碍： 投资者将持续的政策不确定性比作电影《土拨鼠之日》（不断重复同一天），并指出尽管商业案例具有吸引力，但缺乏市场整合仍是主要障碍。
  • 灵活连接协议（FCA）： 目前FCA尚缺乏标准化操作，但其对电网集成至关重要。银行对此持谨慎态度，要求在项目融资前具备明确的定价模型。