Recently, the official website of the National Energy Administration issued the "Interim Administrative Measures for the Development and Construction of Distributed Wind Power Projects" (hereinafter referred to as the "Administrative Measures"), which released a strong and clear signal to encourage the development of decentralized wind power. From the perspective of the general environment and general trend of the energy revolution, decentralized wind power is in line with the development route of clean, low-carbon, and decentralized production of energy in my country. The current development environment and market timing of decentralized wind power are basically mature. The introduction of the "Administrative Measures" will Further clear the obstacles of the system and mechanism, and promote the development of decentralized wind power to become the next outlet for wind power development.
According to the clear line of non-water renewable energy subsidies, all wind power projects will achieve grid parity by the end of 2020, and the benchmark price of wind power will inevitably be gradually lowered during this period. Therefore, for investors, from now to the end of 2020 is the best window for decentralized wind power development. How to seize the tuyere and realize the high-efficiency and high-quality development of decentralized wind power? The key is to accurately grasp the difference between decentralized and centralized wind power, jump out of the inherent mode of centralized wind power development, and adopt suitable development methods. If the centralized wind power development model is completely copied, it will be twice the result with half the effort, or even go the opposite direction. Specifically, we must grasp the following six key points.
Key 1: The method of site selection is changed from "looking for wind" to "looking for net load"
Centralized wind power has always adopted the macro-site selection method of “finding the wind first”, that is, first looking for a site with development value according to the wind energy resources, and then demonstrating whether the site has key conditions such as network connection, environmental protection, and land. Due to its small capacity, decentralized wind power cannot afford excessive line investment, and the construction site must be close to the grid access point. According to the regulations, decentralized wind power must be absorbed at voltage levels of 110 kV and below, and "fake" decentralized projects that reverse power transmission to the grid with a higher voltage level of 110 kV will be subject to strict supervision and punishment. For wind power projects, the project capacity must be matched with the power load as much as possible, otherwise it will cause serious power cuts and affect the project income.
Therefore, the site selection of decentralized wind power should first "find the grid load", and the consumption capacity of the distribution network or direct power supply users is the primary factor to determine whether the project has development value. Developers should have a comprehensive understanding of the architecture, load capacity and load characteristics to be connected to the distribution network. For distributed wind power projects with "self-generated and self-consumption, surplus power grid-connected", it is necessary to grasp the load and characteristics of direct power supply users. Most of these key data are in the hands of power grid companies. Ensuring that grid-related information is accurate, open, and transparent is the primary prerequisite for the healthy and rapid development of decentralized wind power.
From the perspective of geographical scope, the economically developed central and eastern plains are ideal areas for developing decentralized wind power. Most of these areas have high wind shear and better wind energy resources, and will be the key areas for decentralized wind power development. In terms of load characteristics, various industrial parks, development zones and large factories with stable power loads are ideal users of distributed wind power.
Key 2: The development mode has changed from "enclosure of resources" to "enclosed land"
Centralized wind power is mostly developed in the way of "circling resources", that is, in areas with excellent wind resources, after signing an agreement with the government to occupy the resources, set up towers to measure the wind and go through the approval procedures. This method has been subject to increasingly strict land and ecological restrictions in the central and eastern regions, especially in the load center area, it is actually difficult to find a large area of usable land. In order to solve the problem of land restrictions, the "Administrative Measures" clearly stated for the first time that, in addition to the common construction land approval and agreement transfer channels for conventional wind power development, investors can use their own construction land or lease construction land from other units to build decentralized wind power projects . This move is of great significance and is expected to release a large amount of idle construction land. In the future, the decentralized wind power development in the central and eastern regions will adopt the method of leasing idle construction land in industrial parks, development zones and large industrial enterprises. Especially for distributed wind power projects with "self-generated and self-consumption, surplus power on-grid", directly renting user-owned or adjacent construction land can not only save road and line investment, but also make full use of the user's existing electrical facilities, reduce network connection investment, and reduce grid connection costs. Obtaining a higher electricity price level through negotiation is an ideal development model, and it is also the largest market space for decentralized wind power development.