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30 October 2025

LDESキャップ・アンド・フロア制度は商業用BESSの収益を損なうのか？

Written by:
Joe Bush

LDESキャップ・アンド・フロア制度は商業用BESSの収益を損なうのか？

長時間蓄電（LDES）プロジェクト29GWが、Ofgemによる最大7.7GWのキャップ・アンド・フロア契約を現在競い合っています。この制度は収益の確実性を提供し、商業的に建設されないプロジェクトの導入を促すことを目的としています。

しかし、蓄電業界は慎重な姿勢を示しています。多くの関係者は、補助金付きLDESが市場シグナルを歪め、商業用バッテリープロジェクトを排除し、「ミッシングマネー」問題、すなわち政府介入によるスプレッド縮小と商業投資の弱体化を招くことを懸念しています。

追加のLDES導入は価格スプレッドを食い潰し、商業プロジェクトの構築や所有の投資意欲を損ないます。

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LDESキャップ・アンド・フロア制度は商業用BESSの収益を損なうのか？

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