KETEP 세계에너지시장정보

Contents 1

About 2

Key highlights 3

Executive summary 4

Chapter 1: Solar shapes the grid – uncertainty tests it 8
 1.1 Variable renewable's share of demand is significant and rising 9
 1.2 Variability – solar forces coal to ramp deeper every year 12
 1.3 Uncertainty – when solar doesn't deliver what was scheduled 14
 1.4 Three reserve layers absorb every solar deviation – from seconds to the next dispatch cycle 16

Chapter 2: Coal flexibility is reaching its limits 17
 2.1 The grid was built around coal's flexibility. That flexibility is no longer enough 17 
 2.2 Coal has limited headroom to absorb more renewables while also providing down reserves 18
 2.3 Coal's limited flexibility is already resulting in significant curtailment 20
 2.4 The grid needs around 10 GW of storage to complement coal flexibility 24 

Chapter 3: Storage can unlock the next phase of RE growth 25
 3.1 Storage is becoming essential for the next phase of RE growth 25
 3.2 BESS can be deployed quickly, but connectivity is becoming the bottleneck 26 
 3.3 The connectivity framework and why it matters for how BESS operates 27 

Supporting materials 30
 Methodology 30
 Acknowledgements 31