Storage

Commercial energy storage economics will be attractive in 19 US State markets by 2021

Published by

Greentech Media

In its latest report, The Economics of Commercial Energy Storage in the U.S., GTM Research analyzed rate structures across 51 utilities to determine the opportunity for demand charge management for commercial energy storage customers. According to the report, commercial energy storage economics are attractive today in seven U.S. states. And that number is expected to grow to 19 states by 2021.

U.S. commercial energy storage deployments grew fourteenfold between 2013 and 2015, making it the fastest-expanding segment of the U.S. energy storage market. While that growth rate is very high, it’s important to note that the commercial storage market is expanding from a small base. Adoption today is limited to a handful of states with local incentives and high retail electricity rates. However, as storage costs continue to decline, more markets will emerge as offering attractive economics.

The report models the internal rate of return (IRR) for 1-hour and 2-hour storage systems for both the small/medium-sized and large commercial customer segments. It found that demand-charge rates of at least $15 per kilowatt per month are necessary to achieve favorable economics for energy storage today. By 2021, commercial storage economics will be favorable for certain utility tariffs with demand charges as low as $11 per kilowatt per month.

Large commercial customers in 17 U.S. states will have an internal rate of return of 5 percent or higher, which GTM Research identifies as “in the money.” For small/medium-sized systems, 14 states will be economically attractive. Taken together, there will be 19 states primed for commercial storage adoption in 2021. Under GTM Research’s aggressive-cost-reduction case, storage costs are forecasted to fall 15 percent annually over the next five years. In this scenario, there could be as many as 26 states where commercial storage is economically attractive by 2021.

Source: The Economics of Commercial Energy Storage in the U.S.
Source: The Economics of Commercial Energy Storage in the U.S.

Energy storage can provide multiple benefits across the grid. However, most of the commercial storage deployed today is used to provide demand-charge-related bill savings.

“In this report, we wanted to provide an outlook for demand-charge-based economics of commercial storage, treating storage as a one-trick pony,” said Ravi Manghani, GTM Research’s director of energy storage and lead author of the report. “In reality, policy and market structures are evolving to help storage owners capitalize on other value streams as well. Effectively, this analysis should be viewed as the floor for commercial storage potential. The results establishing attractive economics in over a third of the states by 2021 is a promising sign for the future of commercial storage in the U.S.”

Source: Greentech Media. Reproduced with permission.

Share
Published by

Recent Posts

Plibersek delays call on controversial Tasmania wind project again, as local division deepens

Fate of huge wind farm proposed off north-west Tasmania remains stuck in limbo, after a…

7 March 2025

Green hydrogen production plant taps 100 pct renewable grid using cutting edge electrolyser

Tasmania’s first renewable hydrogen production plant launches north of Hobart, where it will produce 262kg…

7 March 2025

Andrew Forrest-backed wind and battery project could be first to drop off federal CIS winners list

One of the winners of the federal government's first giant wind and solar auction is…

7 March 2025

New manganese-heavy battery material could lead to dramatic increase in EV range

A UK company says its newly-developed, manganese-rich cathode material could increase battery energy density by…

7 March 2025

Energy Insiders Podcast: The low down on grid and EV batteries

Battery expert Iola Hughes from Rho Motion on the latest trends, developments and date on…

7 March 2025

WA punches above its weight in a big February for wind and solar generation

It might have much fewer grid-connected renewable assets than other states, but February data once…

7 March 2025