台湾24小时清洁能源电力领域的电力行业与政策格局

CONTACT: Shailesh TelangAPAC Directorshailesh@energytag.org Annie WongAPAC Market Analystannie@energytag.org ACKNOWLEDGEMENTS The author is grateful for the Taiwan Institute of Economic Research (TIER) and its support throughout thedevelopment of this report. TIER's insights into Taiwan's energy market and policy landscape substantiallystrengthened the analysis. We also thank Fluence Energy for taking the time to share their expertise through an interview, whichprovided a valuable perspective on energy storage. The views expressed in this report, along with any errors or omissions, remain the sole responsibility of theauthors and do not necessarily reflect the positions of the organizations acknowledged above. TABLE OF CONTENTS Executive Summary071:Electricity Market Overview151.1.Market Structure161.4.1.Ancillary Services181.2.Time-Based Market Signals171.3.Corporate Renewable Demand171.4.Storage Participation181.4.2.Solar-Plus-Storage Feed-in Tariff191.4.3.Storage in Large User Renewable Obligation202:Why Round-the-Clock Renewable Procurement Matters in Taiwan212.1.Role of Round-the-Clock Renewables for Energy Security222.2.Role of RTC in Corporate Procurement262.3.International Compliance Drivers273:Taiwan's Readiness for RTC Procurement293.1.Data Granularity and Accessibility303.2.Assessment of the ESS Market303.3.Procurement Pathways for RTC Renewable313.3.1.Power Purchase Agreements (PPAs)313.3.2.RTC Products in Small-Scale Green Power Auction323.3.3.Solar-Plus-Storage Wheeling333.4.The Design of Taiwan Renewable Energy Certificate (T-REC)333.5.The Reforms: The Flexibility Allocation Programme343.5.1.Design and Scope343.5.2.Operational Design343.5.3.Overall Assessment36Terminology13 4 | Taiwan Power Sector and Policy Landscape for Round-the-Clock Clean Power TABLE OF CONTENTS 3.6.The Reform: Electricity-Certificate Separation363.6.1.Design and Scope363.6.2.Impact on Renewable Supply364:The Road Towards RTC Procurement374.1.Building Certification Infrastructure on Flexibility Allocation Schemes384.2.Enabling Storage T-RECs to Recognise Time-Shifted Generation from ESS384.3.Enabling Firm and Storage-Backed PPA Products384.4.Portfolio-Based Firming Through Load Aggregation384.5.Creating a Spot Market for More Time-Based Signals394.6.How Can Corporations Perform Hourly Matching Today?394.7.Concluding remarks41 LIST OF FIGURES Figure 1.1:Current Taiwan power market structure16 Figure 1.2:Structure of the Energy Trading Platform (ETP)17 Figure 1.3:Renewable power generation by sales channel (2019–2025)18 Figure 2.2:% change in LNG and renewable generation before and afterthe closure of nuclear23 Figure 2.6:Time-of-Use tariff (2018–2024)26 Figure 2.7:CBAM-induced cost increase per tonne (euro) underbusiness-as-usual scenario27 Figure 3.1:Oversupply of ESS capacity in the dReg and eReg market 30 Figure 3.2:Total traded volume of renewable electricity through wheeling inTaiwan (2020–2024) Figure 3.3:Price comparison between Taipower's small-scale green power pricerange and solar PPA32 Figure 3.5:Intraday price settlement of Flexibility Allocation Scheme inDecember 2025 35 Table 1:Summary of actions to enable RTC procurement 40 EXECUTIVESUMMARY Transition Zero modelling demonstrates thatachieving an 80% hourly matched renewableportfolio for 5% of total electricity demandgenerates approximately US$1 billion per year insystem fuel savings through the directdisplacement of gas and coal generation. Forcorporates, behind-the-meter (BTM) batterystorage is becoming more economically viable withthe growing time-of-use (ToU) tariff price spreadbetween evening peak and midday trough, anddeclining battery cost. EXECUTIVE SUMMARY Clean energy procurement is entering a newphase. As renewable penetration grows, thequestion is no longer simply how much cleanenergy a company buys, but whether that energywas actually available when consumptionoccurred. Most corporate procurement has notkept pace with this shift: annual matchingframeworks allow a company to claim "100%renewable" while running on coal or gas duringevening peaks. Hourly matching is designed toclose that gap by ensuring that for every hour ofthe day, a buyer's consumption corresponds torenewable generation at that same moment. Thisgave rise to a new norm of corporate renewableprocurement. Round-The-Clock (RTC) renewableprocurement means structuring a buyer's cleanenergy supply so that renewable generation isavailable and dispatchable across all hours of theday. This method encourages corporations toemploy diverse clean technologies to match theirloads and achieve deep decarbonisation. Taiwan corporate procurement, grounded inphysical delivery, enables sub-hourly matchedprocurement today. The vast majority of T-REC issuance is bundledwith delivered electricity. With the availability of 15-minute metering and accessibility of interval dataagainst matched renewable supply, consumerscan already conduct the practice of hourlymatching by E