South Korea Lifts Grid Restrictions to Add 52 GW Renewable Capacity by 2030 — Eter News

Enriched Analysis 深度解析

South Korea Lifts Grid Restrictions to Add 52 GW Renewable Capacity by 2030韩国放宽电网限制,计划2030年新增52 GW可再生能源容量

South Korea's Ministry of Climate, Energy and Environment is removing regional restrictions on new renewable connections and reforming its queue system to integrate more than 50 GW of additional capacity by 2030. The plan uses energy storage as a substitute for new transmission lines in saturated areas and shifts grid allocation from first-come, first-served to competitive bidding starting in 2027.韩国气候、能源和environment部正取消对新建可再生能源接入的区域限制,并改革排队制度,计划在2030年前整合50多吉瓦的额外容量。该方案在饱和区域使用储能替代新建输电线路,并自2027年起将电网分配机制从先到先得转变为竞争性招标。

pv magazine Global 1 Oct 2026 2026年10月1日

171171

Transmission-Level Hosting Capacity输电层容纳容量

1010

Honam Recovery Target湖南收回目标

33

Solar via Distribution Network Storage经配电网储能的太阳能

01The Story新闻事实

South Korea's Ministry of Climate, Energy and Environment is removing regional restrictions on new renewable connections and reforming its queue system to integrate more than 50 GW of additional capacity by 2030. The plan uses energy storage as a substitute for new transmission lines in saturated areas and shifts grid allocation from first-come, first-served to competitive bidding starting in 2027.韩国气候、能源和environment部正取消对新建可再生能源接入的区域限制,并改革排队制度,计划在2030年前整合50多吉瓦的额外容量。该方案在饱和区域使用储能替代新建输电线路,并自2027年起将电网分配机制从先到先得转变为竞争性招标。

  • The ministry projects raising national transmission-level renewable hosting capacity from 119 GW to 171 GW by 2030.该部预计2030年将全国输电层可再生能源容纳容量从119吉瓦提升至171吉瓦。
  • A flexible connection regime will raise solar connection limits on distribution lines from 14 MW to 16 MW and at substations from 50 MW to 60 MW, adding 2.6 GW of solar in Honam without new grid construction.灵活接入机制将输配电网太阳能接入上限从14兆瓦提高至16兆瓦,变电站从50兆瓦提高至60兆瓦,在湖南地区无需新建电网即可增加2.6吉瓦太阳能。
  • From January 2027, grid connection rights will be allocated to projects selected through competitive bidding under a reformed renewable portfolio standard, replacing the first-come, first-served model.自2027年1月起,电网接入权将分配给经竞争性招标选定的项目,取代先到先得模式,并依据改革后的可再生能源配额标准。
  • Connection studies will assume renewables are dispatched first, a change the ministry estimates will allow 20 GW of additional renewable capacity nationwide by 2030.接入研究将假设可再生能源优先调度,该部估计此项调整将使2030年全国可额外增加20吉瓦可再生能源容量。
  • The Korea Power Exchange opened a tender on September 22 for 1,100 MW/6,600 MWh of six-hour battery storage with winners due in November and commissioning by February 2029.韩国电力交易所9月22日启动招标,招标标的为1,100兆瓦/6,600兆瓦时六小时电池储能,11月公布中标,项目须于2029年2月前投运。

South Korea is unblocking a congested grid queue to nearly double national transmission-level renewable hosting capacity by 2030, pairing storage and dispatch rule changes with competitive allocation to accelerate clean energy adoption without equivalent new line construction.韩国通过疏通拥堵的电网接入队列,计划在2030年将近乎全国输电层可再生能源容纳容量翻倍,同时结合储能部署、调度规则调整与竞争性分配机制,以加速清洁能源采用。

023 Dimensions维度分析

Future signal前瞻信号

Capacity Expansion Targets容量扩张目标

The ministry targets a 52 GW increase in national transmission capacity and a 26 GW increase in distribution capacity by 2030, with specific regional boosts in the southwest Honam region.该部目标2030年前全国输电容量增加52吉瓦、配电容量增加26吉瓦,并在西南地区湖南实现具体增长。

Transmission-Level Hosting Capacity输电层容纳容量

20302030年171 GW

20302030年110 GW

  • In Honam, transmission capacity is projected to rise from 37 GW to 64 GW and distribution capacity from 18 GW to 30 GW.在湖南地区,输电容量预计从37吉瓦升至64吉瓦,配电容量从18吉瓦升至30吉瓦。
Stakeholder impact利益相关方

Grid Queue Decongestion Strategy电网队列疏通策略

The ministry is recovering over 10 GW of stalled connection rights in Honam by 2030 by pushing back dates for delayed projects and applying a 67.2% actual on-time completion rate for post-2031 capacity, addressing criticism that a first-come, first-served system blocks viable projects.该部将通过推迟延迟项目接入日期并对2031年后容量采用67.2%的实际按时完成率,在2030年前收回湖南地区10吉瓦以上的搁置接入权,以解决先到先得系统阻碍可行项目的问题。

Honam Recovery Target湖南收回目标

10 GW10吉瓦

20302030年

Actual On-Time Completion Rate实际按时完成率

67.2 %67.2%

2031+2031年后

  • A Seoul-based think tank argued in a June 2026 paper that the first-come, first-served queue allowed stalled projects to hold scarce grid capacity.一家首尔智库在2026年6月发表的论文中提出,先到先得队列使搁置项目占用了稀缺的电网容量。
Comparison对比

Storage as a Grid Substitution储能作为电网替代

The ministry plans to add 4.6 GW of solar in saturated areas by 2030 using energy storage on distribution networks and substations as an alternative to building new lines, while a separate tender seeks 1.1 GW of utility-scale battery storage.该部计划到2030年通过配电网和变电站储能作为新建线路的替代方案,在饱和区域增加4.6吉瓦太阳能,同时另一项招标寻求1.1吉瓦公用事业级电池储能。

Solar via Distribution Network Storage经配电网储能的太阳能

3 GW3吉瓦

20302030年

Solar via Substation Storage经变电站储能的太阳能

1.6 GW1.6吉瓦

20302030年

Battery Storage Tender电池储能招标

1,100 MW1,100兆瓦

20262026年

  • The 1,100 MW/6,600 MWh battery storage tender requires projects to be commissioned by February 2029 under 15-year contracts.1,100兆瓦/6,600兆瓦时电池储能招标项目须在15年合同期内于2029年2月前投运。

03Timeline时间线

  1. 2026-09-22 Korea Power Exchange opens tender for 1,100 MW/6,600 MWh battery storage韩国电力交易所启动1,100兆瓦/6,600兆瓦时电池储能招标
  2. 2026-11 Winners for battery storage tender due to be announced电池储能招标中标者预计公布
  3. 2027-01 New flexible connection framework takes effect with competitive bidding for grid rights新的灵活接入框架生效,电网接入权改为竞争性招标
  4. 2029-02 Battery storage projects to be commissioned电池储能项目投运
  5. 2030 National transmission renewable capacity projected to reach 171 GW; Honam recovery target of 10 GW met全国输电可再生能源容量预计达171吉瓦;湖南10吉瓦收回目标达成

Key takeaway核心结论

South Korea’s grid reform combines storage, revised dispatch assumptions, and competitive allocation to unlock roughly 70 GW of new renewable hosting capacity by 2030 without proportional new transmission buildout.韩国的电网改革通过储能、修订调度假设和竞争性分配相结合,在无需按比例新建输电线路的情况下,到2030年释放约70吉瓦的新可再生能源容纳容量。

04What to Watch后续关注

  1. Announcement of winners for the 1,100 MW battery storage tender in November 2026 and their commissioning status by February 2029.2026年11月公布1,100兆瓦电池储能招标中标者,并跟踪其在2029年2月前投运情况。
  2. Implementation of the competitive bidding system for grid connection rights under the reformed renewable portfolio standard starting January 2027.2027年1月起改革后的可再生能源配额标准下电网接入权竞争性招标制度的实施。
  3. Progress on the high-voltage direct current line from the east coast to Singapyeong, with the first phase completed in the first half of 2027.东海岸至新平院高压直流线路的建设进度,一期工程于2027年上半年完工。

05Uncertainties不确定因素

  • The ministry did not specify the total battery capacity required to achieve the 4.6 GW solar integration targets in saturated areas.该部未说明实现饱和区域4.6吉瓦太阳能整合目标所需的总电池容量。
  • It remains to be seen whether the 67.2% actual on-time completion rate assumption will accurately predict the volume of connection rights recovered for capacity entering from 2031.采用67.2%实际按时完成率假设是否准确预测2031年后容量接入权收回量尚待观察。
  • Actual curtailment outcomes under the new flexible connection regime where output is curtailed when generation exceeds network limits have not yet been measured.新的灵活接入机制下当发电量超过电网限制时进行削减的实际结果尚未得到测量。

06Sources信息来源

  1. South Korea grid overhaul to connect more than 100 GW of renewables - pv magazine GlobalSouth Korea grid overhaul to connect more than 100 GW of renewables - pv magazine Global pv magazine Global · 2026-10-01

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