FERC 2222 號令：實施計劃為市場參與者帶來風險、挑戰和增長機會

本報告分析了可能影響第 2222 號令實施方式的未決問題，並最終確定第 2222 號令是否將有效地將 DER 整合到批發電力市場。它預測了影響並提供了有關獨特商業模式和潛在增長機會的信息建議實施第 2222 號命令的一些利益相關者。

內容

第一章前言

第二章背景

第 3 章建議

第 4 章 2222 號令的全面實施可能會在 DER 中打開新市場並為利益相關者創造新的增長機會

第 5 章實施挑戰可能會破壞 2222 號令將 DER 整合到批發市場的能力

• 第 2222 號命令的有效性可能取決於 FERC 是否撤銷第 719 號命令的退出條款
• 退出條款可能很快就會被投票
• 撤銷退出權可促進市場協調

第 6 章展望：2222 號令實施對主要利益相關者的影響

• DR 資源聚合器
• 分佈式電源聚合器
• DER OEM 和軟件供應商
• 杜
• 傳輸級利益相關者
• 可再生能源項目開發商
• 地方政府和大型電動汽車車隊的其他所有者

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5.1.2 Order 2222-b Rescinded Order 2222-a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