2025年能源灵活性研究报告（英文版）

FlexibilityReport 2025 Leveraging small-scale flexibility in Europe Executive summary Flexibility is one of the biggest buzzwords in the energy industry - and for good reason. In thisreport, we break down what exactly is meant by flexibility (AKA "flex"), the difference betweenimplicit and explicit flex, and how much end consumers can save or generate by participating indemand response programs and making their household energy assets available on flexibilitymarkets. Demand outpaces reality Flex must match DER growth Rooftop solar and battery storage are scalingrapidly across Europe, driven by new Eudirectives and national targets. To manage theincrease in renewables, such as Germany's planfor half of its 215 GW solar capacity fromrooftopsby2030andupto780GWhofstorageEU-wide, leveraging residential flexibility will beessential. A recent gridX survey of 300 end users revealedthat74%areinterestedinloweringtheircostsorreceiving reimbursements via flexibility useparticipating in energy markets, meaningadoptionistooslow.Overhalftherespondentsnameareputableproviderasthemostimportantproduct feature, highlighting trust is king. Potential in Dutch imbalance Turn s14a into an opportunity With high PV adoption, rising EVs and electrifiedheating, the Dutch grid faces growing imbalanceand congestion. By 2035, 28 TWh of shiftabledemand could help stabilize the system. Theimbalance market rewards households thatsupport grid balance in real time, with potentialearnings around 2.90 per day. s14a EnWG provides a clear path to lower gridcharges by making devices controllable. Addinga HEMs minimizes loss of comfort andmaximizes end user control. Enabling Module 3,which leverages time-variable grid fees, notablyincreases annual savings - up to 750 perhousehold. More volatility = greater savings Challenges to overcome Fragmented standards, constantly changingregulation and varying OEM interfaces make itdifficult to unlock flexibility at scale. The key toovercoming these hurdles lies in a robust HEMsand strong ecosystems - connecting devicesseamlessly, ensuring compliance and unlockingthe full value of flexibility for customers,providers and the grid. A gridx analysis found that a Danish householdequipped with a rooftop PV, battery, dynamictariffs and an advanced HEMs could cut annualenergy costs in 2024 by up to 58%. As energyprices become far more volatile, the savingspotential grows even further - by 2040, thesame household could save an additional 13% bysimply optimizing according to dynamic tariffs. Glossary HEMS - Home energy management systemiMsys - Intelligent measuring systemsOEM - Original equipment manufacturerPV-PhotovoltaicToU - Time of useTsO - Transmission system operatorVPp - Virtual powerplant BEss - Battery energy storage systemDER - Distributed energy resourcesDSR - Demand side responseDsO - Distribution system operatorEMS - Energy management system(B)EV - (Battery) Electric vehicleGCP - Grid connection point INTRODUCTION Flexibility is the new currency for future-proof revenue and loyal customers Margins improve with bundled hardware, customer-first services and digitized supply The days of commodity sales in energy are over. To deal with squeezing margins due to complexregulation and increased competition from innovative new players, traditional utilities and energyproviders must switch to service- and solution-based models. By offering value-added services likefrom increased comfort, cost-efficiency and reliability. Innovationimprovesmargins inthreekeyways: : Outcome-based revenue: Recurring flat fees cover optimization services, resulting in predictablecash flows, while dynamic tariffs give utilities more data-driven insights for improved procurementand trading. End users benefit from lower costs based on grid-friendly consumption. : Digital scaling: Once digital platforms are built, each additional customer has a low marginal cost,resulting in higher contribution to margins.: Cross-selling potential: A customer who starts with one asset and basic optimization can moreeasily be sold additional features or devices later on, compounding margins. The winners will be those who pivot thefastest,from selling kilowatt hours to value-added solutions. It all startsby integrating devices into one flexiblesystem 1. Integrate energy assets into one smart energy managementsystem.2. Aggregate and disaggregate the flexibility of small-scale assets.3. Trade the flexibility on energy markets.4. Tap into new revenue streams and stabilize a more renewable-energy-filled grid, while also empowering your customers andsaving them money. Read on to learn how implicit and explicit flexibility services workand why they will be the key to enabling the energy transition. Small-scale flexibility is here - now itsvalue must be captured In the EU, DERs are on the rise and the trend is set to continue ready"and mandates gradual installation of solar panels on existing public buildings from 2o27,willboost res