FERC 2222 号令：实施计划为市场参与者带来风险、挑战和增长机会

本报告分析了可能影响第 2222 号令实施方式的未决问题，并最终确定第 2222 号令是否将有效地将 DER 整合到批发电力市场。它预测了影响并提供了有关独特商业模式和潜在增长机会的信息建议实施第 2222 号命令的一些利益相关者。

内容

第一章前言

第二章背景

第 3 章建议

第 4 章 2222 号令的全面实施可能会在 DER 中打开新市场并为利益相关者创造新的增长机会

第 5 章实施挑战可能会破坏 2222 号令将 DER 整合到批发市场的能力

• 第 2222 号命令的有效性可能取决于 FERC 是否撤销第 719 号命令的退出条款
• 退出条款可能很快就会被投票
• 撤销退出权可促进市场协调

第 6 章展望：2222 号令实施对主要利益相关者的影响

• DR 资源聚合器
• 分布式电源聚合器
• DER OEM 和软件供应商
• 杜
• 传输级利益相关者
• 可再生能源项目开发商
• 地方政府和大型电动汽车车队的其他所有者

This Guidehouse Insights report analyzes outstanding issues that could impact how Order 2222 is implemented-and ultimately, whether the order effectively integrates DER into wholesale power markets-forecasting the impact on various market sectors. The report also presents some unique business models and potential growth opportunities for some stakeholders suggested by the proposed implementation of Order 2222.

Table of Contents

1. Spark

2. Context

3. Recommendations

4. Fully Implemented, Order 2222 Could Open New Markets to DER and Create New Growth Opportunities for Stakeholders

5. Implementation Challenges Could Undermine Order 2222's Ability to Integrate DER into Wholesale Markets

5.1 Order 2222's Effectiveness May Hinge on Whether FERC Rescinds Order 719's Opt-out Provision

5.1.1 Order 2222-a Clarified Order 719's Opt-out Provision

5.1.2 Order 2222-b Rescinded Order 2222-a

5.2 The Vote on the Opt-out Provision Could be Close

5.3 Rescinding Opt-out Authority Encourages Harmonization of Markets

5.3.1 West Virginia and Vermont Demonstrate Success with Market Harmonization

5.3.2 West Virginia and Vermont Demonstrate the Value of Market Harmonization

6. Over-the-Horizon Outlook: How Order 2222 Implementation Impacts Key Stakeholders

6.1 Aggregators of DR Resources

6.1.1 Benefits of Order 2222 May Rest on the Fate of Opt-out Authority

6.2 Aggregators of Distributed Generation Resources

6.2.1 Utility Net Metering Programs May Inadvertently Limit Participation in Wholesale Energy Markets

6.3 DER OEMs and Software Vendors

6.3.1 Complexity of Implementation Means a Windfall, Particularly if FERC Rescinds Opt-out Authority

6.4 DUs

6.4.1 Greater Grid Balancing Resources and Market Harmonization Outweigh Added Burdens

6.5 Transmission-Level Stakeholders

6.5.1 Order 2222 Means More Load-Balancing Options and Faster Adoption of Innovations

6.6 Renewable Energy Project Developers

6.6.1 Order 2222 Implementation Suggests a Way to Bypass the Transmission Interconnection Queue

6.6.2 FERC's Efforts to Clear the Interconnection Backlog Is Likely to Take Years

6.6.3 Unique Business Model Aggregates Assets No Longer Eligible for Utility Net Metering Programs

6.7 Municipal Governments and Other Owners of Large EV Fleets

6.7.1 Order 2222 Paves the Way for Interconnected EVs-Like School Buses and Other Municipal Fleets-to Generate Revenue While Enhancing Grid Flexibility

List of Tables

N/A

List of Figures

• Relative Support for DERAs by RTO/ISO and State