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1、RENEWABLE PROJECTS QUARTERLY REPORT-Q1 20231RENEWABLE PROJECTS QUARTERLYREPORTQ1 2023RENEWABLE PROJECTS QUARTERLY REPORT-Q1 2023We respectfully acknowledge Aboriginal and Torres Strait Islander people as the Traditional Custodians of the lands and waters on which we work and live.We commit to collab
2、orate with First Nations communities,to promote sustainable practice,protect ancient sites and culture with equitable access to the benefits of clean energy.Sovereignty has never been ceded.We acknowledge Elders,past and present,and their continuing culture and connection to Country.Clean Energy Cou
3、ncil,May 2023ContentsHighlights.3Q1 2023 Project Tracker.4Generation .5Quarterly Generation Project Figures.6Generation Project Tally In Australia Since 2017.6Quarterly Capacity By Development Stage.6Annual Capacity By Development Stage*.6Investment.8Quarterly Investment Figures By Development Stage
4、.8Annual Investment Figures By Development Stage*.8Projects by State.9Storage Projects.11Quarterly Energy Storage Project Figures.11Quarterly Generation Of Energy Storage Projects.11Total Energy Storage Projects In Australia Since 2015*.12RENEWABLE PROJECTS QUARTERLY REPORT-Q1 20233HIGHLIGHTS The fi
5、rst quarter of 2023 saw over$1.3 billion worth of projects begin construction,nearly double compared to Q4 2022.Despite this being the first uptick seen since Q2 2022,the rolling 12-month quarterly average dipped slightly to$1.8 billion.The largest among the seven generation projects that began cons
6、truction was the Wollar Solar Farm,with a total capacity of 290 MW.The Blyth Battery (300 MW/800 MWh)was the only storage project to commence construction over the same period.The total capacity for the eight generation and storage projects combined was 1,014 MW.Quarterly investment in financially c
7、ommitted generation and storage projects reached$400 million,the second lowest quarterly result since data collection began in Q1 2017.This was a far cry from the$4.3 billion seen in Q4 2022,and as a result,the rolling 12-month quarterly average investment of financially committed projects dipped to
8、$1.6 billion(-8.0%).The one project to reach financial commitment was the Rangebank Battery Energy Storage System(BESS)in Cranbourne West,Victoria,holding a size of 200 MW/400 MWh.In terms of new installed capacity added,this was 2,023 MW less(-91.0%)compared to Q4 2022,and 1,379 MW less(-87.3%)comp
9、ared to the same quarter 12 months ago.In terms of storage,this quarters 400 MWh was half of what was seen in Q4 2022,and 2,490 MWh less(-86.2%)compared to the same quarter 12 months ago.For the first time since we began recording data in 2017,zero generation projects reached the critical stage of f
10、inancial commitment.Western Australia boasted the most projects to begin construction in Q1 with three,reaching a total of 286 MW,and$822 million worth of investment.Victoria and New South Wales followed with two apiece,while South Australia had one.Two projects were commissioned in Q1:the New Engla
11、nd Solar Farm(Stage 1)in NSW with an installed capacity of 400 MW,and the Pilbara Generation Project BESS located in WA,with a storage capability of 13 MWh.There are currently 108 generation and storage projects that have either reached financial commitment or begun construction.This equates to 16.7
12、 GW of installed capacity,as well as 13.9 GWh of storage.In total,this equates to nearly$23.6 billion worth of investment in these two development stages.193 generation and storage projects have been commissioned since 2017,contributing 15.5 GW of installed capacity,1.7 GWh of storage,and over$27 bi
13、llion worth of investment.Clean Energy Council definitionsFinancial commitment:publicly available information stating that a project financially closed or achieved debt financing.Under construction:publicly available information that a project started construction work.Commissioned:publicly availabl
14、e information that a project is fully completed and commissioned(a project that is currently operational and not commissioned falls under the category under construction).Note:Some minor adjustments and reclassifications have been made to the project data since the Q2 2022 Renewable Projects Quarter
15、ly Report due to new information becoming available.RENEWABLE PROJECTS QUARTERLY REPORT-Q1 20234NameOwnerTypeStateMW(MWh)Blyth BatteryNeoenStorageSA300(800)Cunderdin Solar FarmNaturgySolarWA128Girgarre Solar ProjectEnel Green PowerSolarVIC93Moora MicrogridMoora EnergyHybridWA8Pilbara Generation Proj
16、ectFortescue Metals GroupSolarWA150Raywood Solar FarmAceEnergySolarVIC5Riverina Solar FarmSuntechSolarNSW40Wollar Solar FarmBeijing Energy InternationalSolarNSW290Q1 2023 PROJECT TRACKERTable 1.Projects Commencing Construction in Q1 NameOwnerTypeStateMW(MWh)New England Solar Farm(Stage 1)UPC/ACEN Re
17、newablesSolarNSW400Pilbara Generation Project BESSFortescue Metals GroupStorageWA42(13)Table 2.Projects Reaching Commission in Q1RENEWABLE PROJECTS QUARTERLY REPORT-Q1 20235GENERATION PROJECTS The first quarter of 2023 didnt see any generation projects reach financial close;however,seven projects co
18、mmenced construction,which represented 714 MW of installed capacity.The rolling 12-month quarterly average of under construction generation projects fell only slightly to 1,016 MW(-0.8%).Because no projects reached financial close this quarter,the rolling 12-month average for installed capacity fell
19、 to 767 MW,a drop of 160 MW(-17.3%).One generation project was commissioned,stage 1 of the New England Solar Farm,adding another 400 MW into the network.RENEWABLE PROJECTS QUARTERLY REPORT-Q1 20236Quarterly generation project figures 0financially committed 7started Construction 1commissioned Generat
20、ion project tally in Australia since 2017 257financially committed 220 under Construction 179commissioned Quarterly Capacity by Development Stage 0 MWcapacity of newly financially committed projects714 MWcapacity of newly under construction projects 400 MW capacity of newly commissioned projects Ann
21、ual capacity by development stage*1194MWcapacity from financially committed projects 3745MW capacity from under construction projects 2042MWcapacity from completed(commissioned)projects*Projects that reached multiple stages over the last 12 months are only included in their most recent stageRENEWABL
22、E PROJECTS QUARTERLY REPORT-Q1 20237Number of ProjectsCapacity of Financially Committed Projects(MW)Rolling Average Quarterly Capacity(L12M)Number of ProjectsCapacity(MW/AC)units500025003000005101520Q22018Q42018Q22019Q42019Q22020Q42020Q22021Q42021Q22022Q42022Chart 1.Financially committed
23、generation projects and capacity,quarterly.Chart 2.Total capacity of generation projects by development status,quarterlyTotal Capacity by Project Status,QuarterlyFinancially Committed ProjectsUnder Construction ProjectsCommissioned ProjectsCapacity(MW/AC)002000Q22018Q42018Q22019Q42019Q220
24、20Q42020Q22021Q42021Q22022Q42022RENEWABLE PROJECTS QUARTERLY REPORT-Q1 20238INVESTMENT Investment in projects which commenced construction in Q1 2023 totalled$1.3 billion.The rolling 12-month quarterly average investment fell slightly to$1.7 billion(-5.6%)for new capacity projects that commenced con
25、struction compared to the previous quarter.More encouragingly,when compared to the same rolling average 12 months ago,this has increased by 30.8%.Financially Committed Renewable Generation ProjectsNumber of ProjectsTotal Investment($M)Rolling Average Investment of Last 12 Months($M)Number of Project
26、sInvestment($M)05000005101520Q218Q418Q219Q419Q220Q420Q221Q421Q222Q422Quarterly investment figures by development stage$0investment in financially committed projects$1.3Binvestment in under construction projects$768minvestment in commissioned projects Annual investment figures by developme
27、nt stage*$2.2Binvestment in financially committed projects$6.2B investment in under construction projects$3.7Binvestment in commissioned projects Chart 3.Financially committed generation projects and investment,quarterly.*Projects that reached multiple stages over the last 12 months are only include
28、d in their most recent stageRENEWABLE PROJECTS QUARTERLY REPORT-Q1 20239PROJECTS BY STATE Only one project reached financial close across Australia in Q1 2023.Financially committed renewable projects by state,Quarterly Project Count024680Q22018Q42018Q22019Q42019Q22020Q42020Q22021Q42021Q22
29、022Q42022NSWNTQLDSATASVICWAChart 4.Total financially committed renewable projects by state,quarterlyACTNSWNTQLDSATASVICWA24%15%10%46%6%Chart 5.Share of total financially committed capacity by state,last 12 monthsRENEWABLE PROJECTS QUARTERLY REPORT-Q1 202310StateProject countCapacity(MW)Capital cost(
30、$M)QLD00.00.0NSW2330.0490.0VIC298.012.0SA1300.00.0WA3286.0821.8TAS00.00.0NT00.00.0ACT00.00.0TOTAL81014.01323.8StateProject countCapacity(MW)Capital cost($M)QLD00.00.0NSW1400.0768.0VIC00.00.0SA00.00.0WA142.0250.0TAS00.00.0NT00.00.0ACT00.00.0TOTAL2442.01018.0Table 3.Projects commencing construction in
31、 Q1 2023 Table 4.Projects commissioned in Q1 2023 View our project tracker for further details on all projects.RENEWABLE PROJECTS QUARTERLY REPORT-Q1 202311STORAGE PROJECTS The Rangebank BESS in Victoria was the only storage project and indeed the only renewable energy project to reach financial clo
32、se in Q1 2023,adding 400 MWh of storage.This was half of what was seen in Q4 2022,and nearly 2,500 MWh less than what was seen 12 months ago in Q2 2022.As a result,the rolling 12-month quarterly average has fallen heavily for the second quarter in a row to 1,221 MWh.Additionally,one storage project,
33、the Blyth Battery(300 MW/800MWh),began construction during the quarter,while one project,the Pilbara Generation Project BESS(42MW/13 MWh)was commissioned.Quarterly energy storage project figures1financially committed 1started Construction 1commissioned Quarterly generation of energy storage projects
34、 400 MWhgeneration from financially committed energy storage projects 800 MWh generation from under construction energy storage projects13 MWh generation from completed(commissioned)energy storage projectsRENEWABLE PROJECTS QUARTERLY REPORT-Q1 202312Total energy storage projects in Australia since 2
35、015*54reached financial commitment 41began construction 20reached commission7.7 GWhGeneration from current financially committed energy storage projects 4.3 GWh Generation from current under construction energy storage projects1.4 GWh Generation from current commissioned energy storage projects*Incl
36、udes projects that have a storage component(i.e.hybrid wind and solar projects)RENEWABLE PROJECTS QUARTERLY REPORT-Q1 202313Financially Committed ProjectsUnder Construction ProjectsCommissioned ProjectsQuarterlyTotal Number of Projects036912Q22018Q42018Q22019Q42019Q22020Q42020Q22021Q42021Q22022Q4202
37、2Chart 7.Total project count of energy storage projects by development stage,quarterlyChart 6.Financially committed storage projects by energy,quarterly Total ProjectsQuarterly GenerationRolling Average Generation of Last 12 MonthsNumber of ProjectsGeneration(MWh)0,01000,02000,03000,04000,086420Q220
38、18Q42018Q22019Q42019Q22020Q42020Q22021Q42021Q22022Q42022RENEWABLE PROJECTS QUARTERLY REPORT-Q1 202314Quarterly Financially Committed ProjectsQuarterly Financially Committed Investment(AU$m)Rolling Average Investment of Last 12 MonthsNumber of ProjectsInvestment($M)0,0200,0400.00800.0600.01000.01200.
39、01400.076543210Q22018Q42018Q22019Q42019Q22020Q42020Q22021Q42021Q22022Q42022Generation(MWh)Investment($M)0500025006005004002001003000Investment($M)Generation(MWh)Q12017Q32017Q12018Q32018Q12019Q32019Q12020Q32020Q12021Q32021Q12022Q32022Q12023Chart 8.Financially committed storage projects by
40、investment,quarterlyChart 9.Financially committed storage energy and investment,quarterly average L12MRENEWABLE PROJECTS QUARTERLY REPORT-Q1 202315StateProject countCapacity(MW)Energy(MWh)Total investment($M)ACT1100.0200.00.0NSW122276.06486.01062.8NT241.0w38.538.3QLD2150.0300.0185.0SA71187.02864.010
41、06.2TAS00.00.00.0VIC5798.01852.0663.0WA5242.0247.0283.8Total344794.011987.53239.220020202120222023Number of projects1342541Investment($M)90.0128.971.6131.6373.886.9250.0Capacity(MW)100.090.0155.0163.0431.769.042.0Energy(MWh)129.0115.0185.0198.0693.0101.013.0Table 5.Financially committed and under construction energy storage projects by stateTable 6.Commissioned energy storage projectsRENEWABLE PROJECTS QUARTERLY REPORT-Q1 202316Level 20,180 Lonsdale Street Melbourne VIC Australia 3000+61 3 9929 4100 infocleanenergycouncil.org.aucleanenergycouncil.org.au