伯恩斯坦公用事业日报- 6月4日

www.bernsteinresearch.com announce the winner of the tender in the coming four to eight weeks.Regulatory challenges and uncertainty threaten German energy storage market (Energy Storage News).Germany is a leadingmarket for energy storage, but its regulatory framework poses challenges, as highlighted at the Energy Storage Summit Germany onJune 3 in Stuttgart. A key issue discussed was the BKZ fee, charged by distribution system operators (DSOs) to battery energy storagesystem (BESS) developers for grid infrastructure use. Fees vary widely, with some DSOs charging up to €140 per kW, significantlyimpacting project economics. Aurora Energy Research estimates this can reduce a BESS project’s internal rate of return (IRR) by upto four percentage points. Panelists from Aurora, Fluence, Harmony Energy, and Kyon Energy emphasized the need for regulatoryclarity to support large-scale energy storage development.UKGovernment in danger of missing clean power target, warns Lords Committee (UK Parliament).The House of Lords Industryand Regulators Committee has warned that the UK risks missing its target of decarbonizing the electricity system by 95% by2030 unless it accelerates energy generation and grid infrastructure development. In its latest report, the Committee highlights keychallenges, including the need for strategic planning, enhanced skills, and resources to overcome planning system barriers. Thereport supports Ofgem’s prioritization of strategic projects but calls for clarity on how the Government’s growth agenda aligns withOfgem’s responsibilities. It also critiques grid connection reforms for focusing too narrowly on pre-2030 projects, potentially delayingsolar and battery storage. The Committee recommends regional zonal pricing to optimize grid capacity and reduce electricity costs,provided risks are managed. It urges careful assessment of zonal pricing impacts on generators and consumers unable to adapt toprice changes.Ofgem urged to expand ASTI transmission framework (Utility Week).Ofgem should expand the ASTI framework across moreof its transmission price control regime, a House of Lords committee has recommended. The wide-ranging report on delivering gridinfrastructure, also recommends that the government should publish six monthly progress reports on the delivery of its 2030 cleanpower target. The committee says the ASTI framework has enabled a welcome increase in grid investment ahead of need. It addsthe majority of witnesses, who fed into the publication, backed greater investment ahead of need over reliance on the so-calleduncertainty mechanism that allows network owners to re-open price control periods to bring additional projects forward. As well asrecommending that Ofgem expands the ASTI framework the report says Ofgem should reduce the proportion of investment paidthrough uncertainty mechanisms in future price control periods.Wait for REMA decision suggests government will stick with National Pricing (Utility Week).The UK government’s decisionon adopting zonal power pricing remains delayed, raising concerns about its feasibility, according to Adam Bell, director of policyat Stonehaven. Bell suggests that ministers are likely to stick with national pricing, as the prolonged delay leaves little time forimplementing zonal pricing effectively. Reporting from Politico indicate the decision, initially expected alongside the government’sspending review, will come later in the month. Bell warns that further delays could disrupt the seventh Contracts for Difference(AR7) allocation round, with standard terms due in July. If zonal pricing is chosen, it could expose bidders to significant risks withoutmitigation measures, potentially delaying the round.DESNZ pushes through Capacity Market termination fee (Utility Week).The UK government will introduce a termination feefor unproven entrants in the Capacity Market who fail to deliver their agreed Demand Side Response (DSR) capacity. Starting withauctions in 2026, participants missing the DSR Test Certificate deadline will face a £5,000/MW fine, in addition to losing their £5,000/MW credit. DESNZ implemented this rule despite mixed industry feedback, citing a rise in unproven DSR participants failing to meetdeadlines. As the DSR Test Certificate deadline is just one month before the delivery year, failed tests leave no time to replace lostcapacity, causing gaps in the system. The fee will be applied to all DSR participants in relation to agreements secured from auctionsin 2026.Water Sector Suffering From 'Deep-Rooted' Failures, Review Warns (PA Reporters).The Independent Water Commission'sinterim report highlights "deep-rooted, systemic" failures in the UK water sector, calling for fundamental reforms in laws, regulation,and infrastructure. Tasked by the UK and Welsh governments, the review comes amid public outrage over pollution, high bills, andexecutive bonuses, as well as financial instability in water companies. Key recommendations include strengthening O