Wärtsilä to deliver ‘Australia’s largest DC-coupled hybrid battery system’ for the NEM

Source: Energy Storage News


Finnish marine and energy technology group Wärtsilä will deliver what it claims is “Australia’s largest DC-coupled hybrid battery energy storage system (BESS)” for the National Electricity Market (NEM).

The project will be Wärtsilä’s ninth BESS site in Australia, expanding the company’s local footprint to 1.5GW/5.5GWh of capacity. The battery storage system is expected to be operational in 2028. The order will be booked by Wärtsilä in Q4 2025.

The announcement builds on Wärtsilä’s previous DC-coupled project in Australia, the 64MW/128MWh Fulham Solar Battery Hybrid project for Octopus Australia. Announced in April 2025, the project represented one of the first large-scale DC-coupled hybrid battery systems in the NEM.

Wärtsilä has not disclosed what project or developer it will supply the battery storage system for. However, the largest announced DC-coupled hybrid battery storage system in the NEM at the time of writing is Lightsource bp’s 49MW/562MWh Goulburn River solar-plus-storage site, which recently started construction.


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China-UK Hydrogen and Energy Storage Cooperation Forum Successfully Held

Source: CNESA


On October 23, 2025, during the International Forum on Energy Transition, the China-UK Hydrogen and Energy Storage Cooperation Forum was held in Suzhou. The event brought together representatives from energy authorities of both countries, the British Embassy in Beijing, and institutions such as the China Energy Storage Alliance (CNESA) and the China Hydrogen Alliance, along with experts, scholars, and business leaders from the hydrogen and energy storage industries. Participants engaged in in-depth discussions on technological innovation and industrial collaboration in promoting the global energy transition.

Liu Deshun, Director-General of the Department of Energy Conservation and Science & Technology Equipment of China’s National Energy Administration, and Rachel Kyte, the UK Special Representative for Climate, attended the forum and delivered remarks. Other distinguished guests included Greg Dyke, Deputy Director for International Affairs at the UK Department for Energy Security and Net Zero, and Jonathan Bacon, Minister Counsellor (Economic) at the British Embassy in Beijing. They shared insights into the UK’s energy sector development and international cooperation strategies under its net-zero goals.

Experts and representatives from University College London (UCL), the Faraday Institution, CNESA, and the China Hydrogen Alliance, as well as leading companies such as GoodWe, HyperStrong, Trina Solar, bp China, and Johnson Matthey, participated in the forum. Through open dialogue, they contributed professional expertise and practical perspectives to strengthen bilateral cooperation in the energy sector.

In his speech, Liu Deshun emphasized that the global energy landscape is undergoing profound transformation, and developing clean energy and tackling climate change have become a shared international priority. As strategic emerging industries, hydrogen and energy storage play crucial roles in driving energy transition and achieving carbon neutrality. He noted that China’s National Energy Administration remains committed to high-level opening-up. In March 2025, China and the UK signed a Memorandum of Understanding on the Clean Energy Partnership, identifying clean hydrogen and battery energy storage as key cooperation areas. Moving forward, both sides will deepen practical collaboration in hydrogen and energy storage, enhance policy dialogue, advance joint technology innovation and standards development, and promote project implementation and investment - jointly contributing to global energy transition and climate governance.

Rachel Kyte, the UK Special Representative for Climate, stressed that hydrogen and energy storage are strategic enablers of clean, secure, and affordable energy. The UK looks forward to deepening cooperation with China under the Clean Energy Partnership framework to promote the global deployment of hydrogen and energy storage technologies, advancing the global shift toward green, low-carbon development.

Representing Chinese institution, Nina Ning, Senior Research Manager of the CNESA, delivered a keynote speech titled “Latest Developments and Prospects of China’s Energy Storage Market”. Her presentation provided an in-depth overview of China’s energy storage progress, technological breakthroughs, and future trends, offering valuable insights for UK participants.

Aurore Mallon, Head of Battery Market and Investment at the UK Department for Energy Security and Net Zero, introduced the UK’s policy and regulatory framework for battery energy storage. Lu Huan, Dean of GoodWe Solar Academy, shared project experiences of Chinese storage companies entering the UK market. Professor Michael Grubb from University College London discussed the UK’s policy roadmap for commercializing energy storage. Their perspectives offered practical guidance for deepening bilateral industrial cooperation.

A panel discussion moderated by Alex Way, Counsellor for Net Zero and Sustainable Development at the British Embassy in Beijing, explored key topics such as the complementarity of China-UK technology roadmaps, compliance and localization challenges for overseas operations, and market mechanism design. Chinese participants - including Dr. Wang Jinsong, Chief Scientist at the Big Data Center of HyperStrong, and Ge Yufang, Director of Strategy and Operations at Trina Solar’s Overseas Power Plant Division - shared practical insights, while representatives from UK firms such as Arup and Wood Mackenzie provided professional recommendations to enhance China-UK industrial collaboration and support Chinese energy storage enterprises going global.

After the forum, the China-UK Hydrogen and Energy Storage Cooperation Reception was held as scheduled, providing a relaxed business networking platform for guests from both sides. The reception helped participants further connect resources and discuss cooperation in an informal setting, continuing the collaborative momentum of the forum.

The successful convening of the China-UK Hydrogen and Energy Storage Cooperation Forum marks a new stage of deepened collaboration between the two countries in the hydrogen and energy storage fields. As a leading industry service platform, CNESA remains committed to promoting the international development of China’s energy storage industry. Going forward, CNESA will continue to leverage international cooperation mechanisms, integrate industry resources, and provide diversified platforms for policy dialogue, technology exchange, and project collaboration - helping Chinese energy storage companies seize global market opportunities, manage compliance risks, and strengthen localization efforts, while contributing Chinese expertise and strength to the global energy transition.


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5.2 GW Solar + 19 GWh Storage! World’s Largest Solar-Storage Project Breaks Ground

Source: Xinhua Net


The groundbreaking ceremony for the UAE All-Day Power Supply Solar-Storage Project, co-built by Power Construction Corporation of China (POWERCHINA), was recently held in Abu Dhabi, the capital of the United Arab Emirates.

Jointly developed by Abu Dhabi Future Energy Company (Masdar) and the Emirates Water and Electricity Company (EWEC), the project marks a major step forward in the region’s renewable energy ambitions. Sultan Al Jaber, UAE Minister of Industry and Advanced Technology and Chairman of Masdar, said at the ceremony that the completion of the project will drive the local digital and industrial energy transition.

Mohamed Jameel Al Ramahi, CEO of Masdar, noted that by addressing the intermittency challenges of renewable energy, the project will deliver stable and sustainable clean power for the era of artificial intelligence and emerging technologies.

Peng Gang, Deputy General Manager of PowerChina and General Manager of its Middle East and North Africa Regional Headquarters, said the company will continue to advance global cooperation in clean energy projects.

According to reports, the project includes a photovoltaic power station with an installed capacity of 5.2 gigawatts, supported by a battery system with a total storage capacity of 19 gigawatt-hours. It is one of the largest integrated solar and storage projects of its kind in the world and is expected to begin operation in 2027.


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CRRC Zhuzhou Institute Helps the Nationwide Largest User-Side Grid-Forming Energy Storage Connect to the Grid!

Source: CRRC Zhuzhou Institute


Recently, the “Wind-PV-Storage” Green Low-Carbon Energy Supply Project of Jingjiang Special Steel Co., Ltd., a National Low-Carbon Metallurgy Technology Research Pilot Project invested by Xinli Era under the CITIC Pacific Energy Co., Ltd., was successfully connected to the grid.

 

As the general contractor for the 120 MW / 240 MWh grid-forming high-voltage direct-connected energy storage system, CRRC Zhuzhou Institute Co., Ltd. applied high-speed rail-grade grid-forming converter technology and system integration expertise to successfully help Jingjiang Special Steel Co., Ltd. create China’s first near-zero-carbon steelmaking demonstration plant, providing an effective model for intelligent, green, and low-carbon transformation in the steel industry.

The project’s completion marks the beginning of a strong partnership between CITIC Pacific Energy and CRRC Zhuzhou Institute in the industrial and commercial energy storage sector.

To meet the project’s fast grid connection requirements, CRRC Zhuzhou, after confirming the technical specifications, completed the full delivery of the 120 MW / 240 MWh grid-forming high-voltage direct-connected energy storage system within 45 days. Working with China Energy Engineering Group Jiangsu Power Design Institute Co., Ltd., they integrated a 36 MW distributed PV system and a 16.8 MW onshore wind power system to provide a comprehensive energy supply. Through the system’s grid-forming energy storage stability and fast-response capability, the project overcame challenges from high-impact steelmaking loads and the strong intermittency of renewable energy, optimizing energy matching in time and space, improving energy coordination efficiency, reducing carbon emissions, and achieving both high-efficiency stable production and green low-carbon goals.

01 Establish a zero-carbon industrial park

Building a resilient microgrid to ensure stable renewable energy supply

 

Upon completion, it will become China’s first grid-forming wind-PV-storage integrated microgrid demonstration project in the steel industry, expected to provide 75 million kWh of green electricity annually, reducing carbon emissions by 62,400 tons. By coordinating wind, solar, and storage with electric furnace loads, the project offers a full-process energy solution, helping Jingjiang Special Steel build a new green and low-carbon brand.

Focusing on continuous short-process electric furnace production, the project deploys grid-forming energy storage at the park level with three main objectives: stabilize power quality, increase the share of green electricity, and ensure continuous production. The park’s grid is structured to be autonomous, grid-connected, and switchable, transforming green electricity from “uncertain supply” to “stable, controllable, and high-quality supply”.

 

02 Technical Highlights

Power quality and renewable energy utilization have become key

challenges for zero-carbon industrial parks

teelmaking, as a typical high-load and high-impact process, demands high grid stability and reliability. Addressing the intermittency and fluctuations of renewable energy is key to achieving high-proportion green power supply. The mismatch between PV, wind power, and load limits renewable utilization, while the energy storage’s power and energy regulation capabilities effectively solve this problem. Grid-forming energy storage becomes an indispensable part of high-quality, high-utilization renewable microgrids.

 

High-voltage direct-connection architecture: breaking the “shackles” of efficiency and cost

 

The high-voltage direct-connected architecture developed independently by CRRC Zhuzhou uses H-bridge module cascades to synthesize 35 kV on the AC side, eliminating transformers, shortening energy paths, reducing system current and line losses, and enabling system cycle efficiency to exceed 92%, which is 6% higher than conventional low-voltage storage. This also reduces civil and equipment investment, adding about RMB 48 million in revenue over the 240 MWh storage system lifecycle.

 

Grid-forming energy storage: microgrid stabilizer

 

Grid-forming energy storage actively generates stable voltage and frequency, effectively combining “stabilizer + independent power supply”. The system provides 3×10-second grid-forming capability, and under high-impact steelmaking load conditions, its direct connection to the grid allows rapid response within 20 ms, providing instantaneous power support and bus voltage stability, ensuring power quality and production continuity.

 

Performance leap: millisecond-level grid connection/disconnection and 10-second black start

 

High-voltage cascaded direct-connected grid: shorter electrical distances and greater overload capacity. The system’s single-unit capacity reaches up to 45 MW. In the event of an external grid outage, it can achieve millisecond-level smooth grid connection / disconnection within 100 ms, forming an independent and stable high-voltage microgrid. It also features a 10-second rapid black start, requiring no external grid support, allowing the system to autonomously establish a stable high-voltage microgrid and restore power within seconds, ensuring uninterrupted, loss-free operation of high-load steel production lines.

 

Integrated source-grid-load-storage platform, unlocking 100% potential of grid-forming energy storage

 

The integrated source-grid-load-storage platform provides a framework that is observable, measurable, adjustable, and controllable, optimizing charging and discharging strategies based on weather and output forecasts. Local green electricity utilization is increased from below 70% to over 95%, with annual additional green power benefits exceeding RMB 10 million. In abnormal conditions, the platform triggers safety mode for rapid grid-forming switching. Full-state awareness and strategic dispatch of the storage system reduce manual intervention by over 90%, simplifying operations and maintenance.

03 Multiple Benefits and Industry Breakthroughs

Grid-forming energy storage releases multiple values including capacity,

regulation, and power quality

 

The revenue structure is clear: it can increase green power utilization by 168 million kWh annually, reduce downtime and equipment wear, and generate additional benefits through green power trading and certificates, turning electricity from a cost center into an asset operation.

The next step is to integrate the park into virtual power plants for power market participation, releasing value in capacity, regulation, and power quality in a new-type power system that emphasizes system stability.

 

The Jingjiang Special Steel model: grid-forming energy storage empowers high-energy-consumption parks for zero-carbon transformation

 

In the near future, the Jingjiang Special Steel experience will be replicated across more industrial parks to strengthen capabilities in “park autonomy + multi-energy coordination + carbon accounting”. High-energy-consumption parks will be efficiently and reliably served through the “three-piece delivery suite” of standardized hardware combinations, scenario-based control strategies, and park-level dispatch interfaces. With more advanced energy storage system architectures and technologies, power quality and system resilience will be developed into tradable resources. Grid-forming energy storage helps microgrids reduce dependence on the main grid and, through the source–grid–load–storage–carbon coordination, enables dynamic capacity expansion, local autonomy, and high renewable energy utilization, becoming key infrastructure for industrial zero-carbon transformation and power grid modernization.

 

Pioneer of Grid-Forming Energy Storage: CRRC Zhuzhou Institute’s Experience and Vision

 

CRRC Zhuzhou Institute has successfully leveraged its extensive expertise in high-voltage converter design, multi-level converter topology development, and over 20 years of engineering experience with high-voltage conversion equipment in the rail transit sector to the energy storage field. This led to the launch of the grid-forming high-voltage direct-connected energy storage system, achieving seamless technological integration from the “heart of rail transit” to the “backbone of energy storage”.

As of September 2025, CRRC Zhuzhou’s grid-forming energy storage systems have reached a cumulative grid-connected capacity of 3 GWh and a contracted capacity of 5 GWh. Landmark projects such as the world’s first high-altitude grid-forming storage station in Ali, Tibet, and China’s first user-side high-voltage cascaded grid-forming storage station in Jingjiang, Jiangsu, have successfully demonstrated the company’s ability to provide highly reliable grid-forming energy storage solutions in extreme environments and complex industrial scenarios.

Looking ahead, CRRC Zhuzhou Institute will continue to advance innovation and application of grid-forming energy storage technologies, contributing more key technologies to drive the energy transition and industrial zero-carbon development.


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Guangdong’s First New Energy Storage Power Station Connected to an Offshore Wind Grid Node Started Construction in Xuwen County

Source: Southern Daily


On October 18, construction officially began on the 200 MW / 400 MWh Independent Shared Energy Storage Power Station Project in Xuwen County, Zhanjiang City, Guangdong Province. This marks Guangdong’s first new-type energy storage station connected to a large-scale offshore wind power grid node. The project adopts advanced grid-forming technology to enhance the consumption and flexible regulation of renewable energy, supporting the creation of a system-friendly renewable power station and the development of a new-type power system.

 

Jointly invested by China Energy Engineering Group Guangdong Electric Power Design Institute Co., Ltd. and Xuwen County Infrastructure Construction Co., Ltd., the project will build a 200 MW / 400 MWh high-voltage cascade all-liquid-cooled lithium iron phosphate (LiFePO₄) energy storage station.

 

This independent shared energy storage station functions like a massive “shared power bank”, capable of serving multiple users. On one hand, it will support the consumption of wind and solar power, coordinating the power transmission needs of offshore wind farms in southern Zhanjiang. On the other hand, it will supply green and zero-carbon electricity for local industrial and residential use. Additionally, it can participate in grid emergency regulation and provide ancillary services, improving the safety and flexibility of the new-type power system.

 

Notably, the project will also strengthen Xuwen’s ability to cope with extreme weather and ensure energy security. Located in a coastal area frequently hit by typhoons and thunderstorms, Xuwen’s power facilities often face severe challenges. The independent storage system will enhance the grid’s resilience, emergency response, and self-healing capabilities, safeguarding lives, property, and the stable operation of the local economy and society.

 

The project is also Xuwen’s first “land-acquisition-to-construction” fast-track project. To ensure efficient implementation, the county government coordinated relevant departments to conduct parallel approvals, expediting the entire project process. On the same day, it issued four key permits - the Land Ownership Certificate, Land Use Planning Permit, Construction Planning Permit, and Construction Permit - and achieved financing disbursement, pressing the “fast-forward button” for project delivery and construction.


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China-UK Electricity Market Reform Seminar Held in Suzhou

Source: National Energy Administration


On October 22, 2025, the China-UK Electricity Market Reform Seminar was held in Suzhou. Representatives from energy authorities of both countries, the British Embassy in Beijing, and relevant research institutions attended the meeting. The participants engaged in in-depth discussions on topics such as power system and market reform and innovation.

During the seminar, the two sides signed a Memorandum of Understanding on the China-UK Electricity Market Reform Advisory Group, officially launching the joint advisory group established by China’s National Energy Administration (NEA) and the UK’s Department for Energy Security and Net Zero (DESNZ). The group will bring together leading research institutions from both countries to conduct collaborative studies and exchanges, providing professional consultation and policy recommendations on electricity market reform for the two governments.


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User-side Energy Storage Installation Declines Month-on-Month, Return on Investment Faces Increasing Uncertainty

Source: CNESA


Latest Data on User-Side Energy Storage Released: Year-on-Year Growth, Month-on-Month Decline

According to the latest CNESA DataLink statistics, user-side energy storage installations in September recorded year-on-year growth but a month-on-month decline. However, registration data shows that both the installed capacity and the number of new user-side storage projects exceeded the same period last year — up 28% and 80% year-on-year, respectively — indicating a clearer market structure emerging for user-side energy storage.

The report reveals that over 70% of installations came from high-energy-consuming industries, such as metallurgy, chemicals, and textiles, where “carbon reduction and power security” have become essential demands. In parts of Guangdong Province, the peak-to-valley electricity price gap remains around RMB 1.0/kWh, allowing for more than 600 charge/discharge cycles per year, offering strong potential for energy arbitrage. This correlates with the province’s filing data, which shows a 359% year-on-year increase in registered energy capacity. However, frequent adjustments to time-of-use (TOU) electricity pricing policies have also introduced greater uncertainty in investment returns.


September Analysis of User-Side Energy Storage Projects

According to incomplete statistics from the CNESA DataLink Global Energy Storage Database, in September 2025, newly installed user-side energy storage capacity reached 243.56 MW / 488.22 MWh, representing a year-on-year increase of 38% and 18%, but a month-on-month decline of 41% and 46%, respectively.The newly commissioned user-side energy storage projects in September exhibited the following characteristics:

Application: Over 70% of installations came from high-energy-consuming enterprises

  • The industrial and commercial sector dominated the market, making up more than 95% of total new capacity — 236.86 MW / 479.66 MWh, a year-on-year increase of 37% and 19%.
    Projects owned by enterprises in the metallurgy, chemical, and textile industries represented 73% of newly installed capacity, indicating that carbon reduction and energy reliability needs have become major drivers of user-side energy storage adoption.

  • Technology:
    All new operational projects adopted electrochemical energy storage technologies, with lithium iron phosphate (LFP) batteries accounting for 99.96% of total power capacity.
    In terms of non-lithium technologies, a 90 kW / 180 kWh sodium-ion battery storage system for an industrial and commercial user was also completed and put into operation.

Figure 1. Application Distribution of Newly Commissioned User-Side Energy Storage Projects in September 2025 (MW%)
Source: CNESA DataLink Global Energy Storage Databasehttps://www.esresearch.com.cn/
Note: “Commercial and Industrial” includes industrial parks and commercial buildings.

New installations: Jiangsu had the largest capacity, while Zhejiang recorded the most projects

From a regional perspective, newly commissioned projects in September were mainly concentrated across 15 provinces, including Jiangsu, Zhejiang, Jiangxi, Henan, and Sichuan.
The East China region dominated the month’s new installations, accounting for 71% of total capacity and 43% of total project count, ranking first nationwide in both metrics.

At the provincial level, Jiangsu recorded the largest new installed capacity, representing nearly half of the national total, followed by Zhejiang, which led the country in the number of newly commissioned projects, accounting for over 20% of all projects.

Figure 2. Provincial Distribution of Newly Commissioned User-Side Energy Storage Projects in China, September 2025
Source: CNESA DataLink Global Energy Storage Databasehttps://www.esresearch.com.cn/

New filings: Zhejiang, Guangdong, and Jiangsu saw a 9% year-on-year decline, while Anhui, Henan, and Sichuan recorded a 150% increase

According to project filing data, both the total capacity and the number of newly registered user-side energy storage projects in September exceeded those of the same period last year — up 28% and 80% year-on-year, respectively.

In Zhejiang, Guangdong, and Jiangsu, over 740 new user-side storage projects were registered, representing a 9% year-on-year decline in project count but a 68% increase in total capacity. Among them, Zhejiang recorded the highest number of new filings, with capacity rising 80% year-on-year and 144% month-on-month. Guangdong saw growth in both capacity and project count, up 359% and 25% year-on-year, respectively. Jiangsu had the largest total registered capacity, up 38% year-on-year, though its project count dropped 32%, indicating a clear trend toward larger-scale single projects.

Beyond these leading regions, Anhui, Henan, and Sichuan each registered over 80 projects, totaling more than 380 combined, marking a 150% year-on-year increase — signaling their emergence as new growth markets for user-side energy storage.

Figure 3. Monthly Distribution of Newly Registered Energy Storage Projects in Zhejiang, Guangdong, and Jiangsu (January–September 2025)
Source: CNESA DataLink Global Energy Storage Databasehttps://www.esresearch.com.cn/

Peak–valley price gap: In some parts of Guangdong, the gap continues to remain above 1.0 CNY/kWh

From the perspective of the maximum peak–valley price gap, 15 provinces and cities have a difference exceeding 0.7 CNY/kWh, and 7 of them exceed 1 CNY/kWh. Guangdong maintains the largest gap, with areas such as the Pearl River Delta’s five cities, Jiangmen, and Huizhou continuing to record a maximum gap of over 1.0 CNY/kWh.

Given that Guangdong allows for over 600 charge–discharge cycles per year, the province’s user-side energy storage projects demonstrate strong potential for price-difference arbitrage. This trend aligns with the sharp 359% year-on-year increase in Guangdong’s newly registered user-side storage capacity in September, underscoring its position as a key growth region for user-side energy storage in the future.

Figure 4. Distribution of Peak-to-Valley Electricity Price Differences by Regional Power Grids, September 2025
Source: Provincial Power Grid Companies; compiled and analyzed by CNESA

Investment returns: The frequent adjustments to time-of-use (TOU) electricity pricing policies have increased uncertainty

However, the recent frequent adjustments to time-of-use (TOU) electricity pricing policies have increased the uncertainty of investment returns for user-side energy storage projects. Overall, market participants remain cautious toward new investments in this segment.

For example, in Zhejiang, the latest TOU pricing consultation draft raises the peak–valley price ratio, but since the pricing base (such as transmission and distribution fees, government funds, and surcharges) is excluded from the floating portion, the actual arbitrage margin has narrowed, leading to a decline in investment returns.

In Jiangsu and Guangdong, although the widened peak–valley gap could increase arbitrage potential, the ongoing adjustments in TOU policy require investors to recalculate returns, adding further uncertainty to the overall profitability of user-side energy storage projects.

Overall Analysis of New Energy Storage Projects in September

According to incomplete statistics from the CNESA DataLink Global Energy Storage Database, as of September 2025, China’s newly commissioned new-type energy storage projects reached a total installed capacity of 3.08 GW / 9.08 GWh, representing a year-on-year increase of 166% and 200%, and a month-on-month increase of 7% and 15%.

In the third quarter, newly added installations totaled 9.16 GW / 25.52 GWh, marking a year-on-year growth of 10% and 24%. Cumulatively, installations in the first three quarters have already reached 74% of last year’s full-year total, indicating that 2025’s new installations are expected to surpass last year’s overall figure.

Figure 5. Installed Capacity of Newly Commissioned New Energy Storage Projects in China (January–September 2025)
Source: CNESA DataLink Global Energy Storage Databasehttps://www.esresearch.com.cn/
Note: Year-on-year (YoY) compares with the same period of the previous year; month-on-month (MoM) compares with the immediately preceding period.


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2.1 GWh! e-STORAGE Secures Major New Order in the North American Market

Source: Canadian Solar Inc.


On October 1, 2025, Canadian Solar Inc. (stock name: CSI Solar, stock code: 688472.SH), a global leader in solar and energy storage integrated solutions, announced that its energy storage subsidiary, e-STORAGE, has signed a Battery Supply Agreement (BSA) and Long-Term Service Agreement (LTSA) with Aypa Power, a renewable energy developer under Blackstone Group. The agreement covers the Elora and Hedley battery energy storage projects located in Ontario, Canada.

One of the World’s Largest Energy Storage Stations - Canadian Solar’s Crimson 350 MW / 1,400 MWh Project (pictured)

The Elora and Hedley projects together feature a total installed capacity of 420 MW / 2,122 MWh, adding substantial new storage capacity to Ontario’s power grid. They will become among the largest energy storage facilities currently under development in the province. This collaboration further strengthens Ontario’s leadership in large-scale energy storage deployment and highlights the deepening partnership between Canadian Solar’s e-STORAGE and Aypa Power in advancing key energy infrastructure across North America.

Both projects will utilize Canadian Solar’s SolBank, a large-scale energy storage system. According to the plan, equipment delivery will begin in Q1 2026, and commercial operation is expected to start in the first half of 2027.

Upon completion, e-STORAGE will provide comprehensive 20-year operations and maintenance (O&M) services under the signed Long-Term Service Agreement (LTSA). These services include continuous monitoring, preventive maintenance, and performance assurance, ensuring the system’s safe, reliable, and efficient operation throughout its lifecycle while securing long-term, stable service returns.


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107.12 MW / 428.48 MWh! China’s Largest User-Side Energy Storage Project Expected to Be Completed by Late November

Source: Guangyuan Economic and Technological Development Zone


Recently, construction of China’s largest user-side energy storage project - the 107.12 MW / 428.48 MWh Guangyuan Zhongfu & Guangyuan Linfeng User-Side Lithium Battery Energy Storage Project in Sichuan Province - has entered its final phase. Since construction began on July 30, 2025, all work has proceeded steadily according to plan, with full efforts now focused on achieving the completion target of November 30.

The project is jointly developed by Great Power, a leading company in the energy storage industry, and Henan Zhongfu High Precision Aluminum Co., Ltd (Zhongfu Aluminum), a top enterprise in the aluminum sector. Located only 210 meters from Zhongfu Aluminum’s plant, the project directly connects to the 10 kV power distribution system, significantly reducing transmission losses and improving energy efficiency. It is linked via cables to two 220 kV substations in the industrial park and operates on a “charging during off-peak, discharging during peak” model, with a maximum charge/discharge power of 107 MW and a total capacity of 428.48 MWh, allowing for 4 hours of full charge and discharge per cycle.

Once operational, the project will not only reduce electricity costs and enhance power reliability for Zhongfu Aluminum, but also help the power grid with peak shaving and load balancing. According to plans, Phase II of the project construction will expand the system to 400 MW / 1,000 MWh, along with the construction of a new 220 kV substation, wind and solar power facilities, and EV charging stations. Ultimately, the project aims to establish an integrated “generation - grid - load - storage - charging” regional microgrid in Guangyuan, Sichuan province, providing a practical model for China’s power market reform and carbon neutrality goals, while injecting green momentum into the city’s economic and social development.


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A 100-Billion-Yuan Market for Power Battery Recycling Is on the Horizon!

Source: Xinhua News Agency


At a press conference on the standardization of power battery recycling held by the State Administration for Market Regulation (SAMR), it was revealed that China is about to enter the large-scale retirement phase of power batteries, based on their service life projections. The domestic market for power battery recycling is expected to exceed 100 billion yuan by 2030. According to statistics, in 2024, China’s total volume of recycled power batteries surpassed 300,000 tons, corresponding to a market size of over 48 billion yuan.

Liu Hongsheng, Director-General of the Department of Standards and Technology under the SAMR, stated that SAMR, together with the Ministry of Industry and Information Technology and other relevant departments, has been actively advancing the formulation and release of national standards covering the entire industrial chain of power battery recycling. These standards provide strong technical support for the development of the recycling industry.

To date, 22 national standards have been issued in China for power battery recycling and utilization. These cover areas such as general requirements, management specifications, dismantling procedures, residual energy testing, regeneration and reuse, lithium-ion waste recycling, and recycled black mass, effectively supporting and guiding the high-quality development of the industry.

Xie Zaichun, Deputy Director-General of the Fujian Provincial Administration for Market Regulation, noted that Fujian Province, as a key production base for power batteries in China, has achieved deep integration of technological innovation and standard development, forming a replicable and scalable model for standardization demonstration.

Brunp Recycling, a subsidiary of CATL, has transformed its self-developed DRT directional recycling technology into an advanced industrial standard, achieving 99.6% recovery rates for nickel, cobalt, and manganese, and 96.5% for lithium. In 2024, the company processed over 120,000 tons of used batteries and produced 17,100 tons of regenerated lithium salts.

Quanzhou Qingneng New Energy Technology Company has established a comprehensive standard system and, in 2024, processed 238 tons of retired batteries, achieving 238 tons of carbon reduction and generating 23 million yuan in output value.

Liu Hongsheng added that SAMR will accelerate the construction of a standard system for power battery recycling and utilization, focusing on areas such as green design, residual energy detection, discharge, storage, and directional recycling. The goal is to further enhance the role of standards in supporting and leading the sustainable development of China’s power battery recycling industry.


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2025 5th International Conference on Energy Storage Safety Technology and National Key R&D Program Workshop Successfully Held

Source: CNESA


On October 16, 2025, the 2025 5th International Conference on Energy Storage Safety Technology and the workshop on the National Key R&D Program project “Collaborative Research on Key Technologies for International Lithium-Ion Battery Energy Storage Safety Evaluation” was opened at the Crowne Plaza Tianjin Meijiangnan by IHG.

The forum was co-organized by the China Energy Storage Alliance (CNESA), the Tianjin Fire Science and Technology Research Institute of MEM, and the National Industry-Education Platform for Energy Storage (Tianjin University). Coinciding with the 130th anniversary of Tianjin University and the 60th anniversary of the Tianjin Fire Science and Technology Research Institute of MEM, the event carried special significance in bridging past achievements and future developments. It brought together more than 600 participants on-site from government, industry, academia, and research, with over 40,000 online viewers, collectively contributing ideas for the safety and sustainable development of the energy storage industry.

The successful convening of the seminar was also strongly supported by Kehua Digital Energy, Envision Energy, Trina Storage, Pylontech, Syi Tsing Energy Tech, Robestec Energy, Sermatec, Shell China, Potisedge, Risen Energy, CSA Group, and UL Solutions.

 

Opening:

Gathering Industry Leaders to Outline a Safety Blueprint

The opening ceremony brought together senior officials from regulatory authorities, distinguished experts, and industry elites. Attendees included leaders from the Safety Department of the National Energy Administration and the Electronics Information Department of the Ministry of Industry and Information Technology, as well as Zhang Laibin, academician of Chinese Academy of Engineering and professor of China University of Petroleum (Beijing) and Sun Jinhua, academician of European Academy of Sciences and professor of University of Science and Technology of China, alongside representatives of the organizing institutions.

Sun Zhengyun

Vice Chairman and Secretary-General, China Energy Research Society

The opening ceremony was hosted by Sun Zhengyun, Vice Chairman and Secretary-General of the China Energy Research Society.

Li Bin

Member of the CPC Party Committee, Vice President, and Professor, Tianjin University

Professor Li Bin, member of the Party Committee and Vice President of Tianjin University, delivered the opening remarks. He noted that electrochemical energy storage is a core element for ensuring the stable operation of new power systems, but recent frequent safety incidents involving lithium-ion battery storage have posed systemic risks. He emphasized that energy storage safety is a critical issue for national energy security, and it is essential to develop a scientifically grounded, internationally recognized safety evaluation standard system through multidisciplinary collaboration and coordination among industry, academia, research, and application. By doing so, the “key variable” of energy storage safety can be transformed into the “greatest driver” for advancing the construction of new power systems.

Chen Haisheng

Chairman, China Energy Storage Alliance (CNESA); Director, Institute of Engineering Thermophysics, Chinese Academy of Sciences

In his speech, Chen Haisheng, Chairman of CNESA and Director of the Institute of Engineering Thermophysics at the Chinese Academy of Sciences, stated that while the energy storage industry is thriving, safety remains its lifeline for sustainable development. He noted that frequent global energy storage incidents in recent years have sounded an alarm for the industry. To meet these challenges, the entire sector is systematically building safety defenses:

● Policy level: The government has introduced top-level designs to strengthen energy storage safety management.

● Standards: The industry is entering a new phase of mandatory safety regulations, with the first compulsory national standard implemented domestically, while both domestic and international regulations are tightening.

● Technology level: Full-scale combustion testing has become a crucial method to verify safety and gain market trust.

 

Frontline Insights:

Academicians and Experts Discuss Key Technological Challenges

The main forum reports focused on safety technologies across the entire chain, from materials and batteries to systems and evaluation standards.

Zhang Laibin

Academician, Chinese Academy of Engineering; Professor, China University of Petroleum (Beijing)

In his report, “Safety and Emergency Assurance Technologies for Deep Underground Energy Storage”, Professor Laibin Zhang, Academician of the Chinese Academy of Engineering and Professor at China University of Petroleum (Beijing), discussed the advantages and challenges of using deep underground spaces for physical energy storage. He systematically presented the five key technologies - deep gas storage, hydrogen storage, carbon sequestration, compressed air energy storage, and helium storage - along with their associated risks and challenges, emphasizing that only by effectively addressing safety issues can the application of deep energy storage spaces achieve sustainable development.

Sun Jinhua

Academician, European Academy of Sciences; Professor, University of Science and Technology of China

Professor Sun Jinhua, Academician of the European Academy of Sciences and Professor at the University of Science and Technology of China, systematically presented his report on “Fundamentals and Technological Advances in Fire Prevention and Control for Electrochemical Energy Storage”. He pointed out that fire safety is a core challenge amid the rapid development of electrochemical energy storage, and proposed a systematic solution based on three lines of defense: intrinsic safety, process safety, and fire protection safety. This approach includes developing high-safety materials to enhance intrinsic battery safety, using intelligent monitoring and hazard mitigation to suppress faults at an early stage, and developing precise firefighting technologies to prevent small fires from escalating. Finally, Professor Sun emphasized the need to strengthen industry self-discipline and eliminate irrational price competition, warning that such competition inevitably leads to declining product quality, increased safety incidents, and a damaged industry ecosystem. He called for standards and innovation to jointly safeguard the safe and high-quality development of the industry.

Xie Jia

Professor, Huazhong University of Science and Technology

In his report, “Thermal Runaway Mitigation Strategies and Key Materials for Lithium Batteries”, Professor Xie Jia from Huazhong University of Science and Technology revealed the safety risks of electrochemical energy storage through quantitative analysis. Using a 20-foot 314Ah energy storage container as an example, he noted that it contains up to 100 GJ of energy, equivalent to 24 tons of TNT. He emphasized that energy storage safety must start from the battery itself: preventing thermal runaway, minimizing energy release if it occurs, avoiding chain-fire incidents, and combining these measures with emergency response to enhance overall safety. Based on a deep understanding of the three key stages of the thermal runaway chain reaction, he proposed constructing “three lines of defense” within the battery itself and highlighted that developing intrinsic thermal runaway mitigation strategies and key materials is the core approach to achieving stage-wise precise intervention and fundamentally improving safety.

Chen Haosen

Professor, Beijing Institute of Technology

In his report, “Intelligent Battery Technologies for Intrinsic Safety”, Professor Chen Haosen from Beijing Institute of Technology highlighted that achieving intrinsic battery safety requires leveraging AI technologies to overcome the traditional sensing and management limitations of battery cells. Currently, his team focuses on AI for Service, using intelligent methods to enable precise battery state prediction and efficient management. To this end, they developed embedded chip sensors capable of real-time, multidimensional monitoring of temperature, strain, pressure, and five types of characteristic gases. This technology transforms the battery’s internal state from a ‘black box” into a “white box”, creating a unique “battery fingerprint” that provides essential data for early prediction, early warning, and early intervention. The approach has already facilitated the large-scale industrial application of domestically developed intelligent sensing technologies through industry collaborations.

Li Jin

Deputy Director and Researcher, Tianjin Fire Science and Technology Research Institute of MEM

In his report, “Safety Evaluation Technologies for Lithium-Ion Battery Energy Storage Systems”, Researcher Li Jin, Deputy Director of the Tianjin Fire Research Institute, highlighted that in response to the serious challenge of frequent fires at energy storage facilities worldwide, the institute is leading the National Key R&D Program project “Collaborative Research on Key Technologies for International Lithium-Ion Battery Energy Storage Safety Evaluation”. The project has developed a comprehensive safety evaluation system covering all levels from cell, module, cluster, system, to entire power station. This system introduces a composite evaluation method integrating dynamic and static indicators, establishing quantitative safety performance grading techniques. The project outcomes have been applied in domestic and international energy storage safety assessments, and have supported the development of multiple national and international standards, providing a key “China approach” and technological support to improve energy storage safety and promote high-quality industry development.

Wang Fang

Chief Scientist, China Automotive Technology & Research Center Co., Ltd.

In her report, “Research and Evaluation of Energy Storage Battery Safety Technologies”, Wang Fang, Chief Scientist at the China Automotive Technology & Research Center, emphasized that energy storage battery safety is a systemic engineering challenge, requiring a comprehensive safety evaluation system covering all application scenarios, the full life-cycle, and all product levels. She noted that safety is the fundamental “veto line” in both energy storage and new energy vehicle sectors. Based on extensive accident analysis, Wang highlighted that battery safety must extend beyond the individual cell to a full-chain, system-level approach, closely integrated with specific application scenarios and real-world operating conditions. By implementing a full-chain framework encompassing design, application, usage, and management, the industry can continuously advance safety technologies.

 

Major Release:

“Self-Regulation Practice Guidelines” for the Energy Storage Industry

At the event, the “Self-Regulation Practice Guidelines for Containerized Lithium-Ion Battery Energy Storage Systems” was unveiled, which is a milestone achievement critical to the healthy development of the energy storage industry. Led by the China Energy Storage Alliance (CNESA) and jointly initiated by 25 leading industry enterprises from the CNESA Executive Council, this document is the industry’s first normative guidance specifically for containerized lithium-ion battery energy storage systems. It also marks the first time the industry has translated collective consensus into a systematic set of practical standards.

Representatives from 16 leading companies including HyperStrong, CATL (Contemporary Amperex Technology), Sungrow, CERI (Huaneng Clean Energy Institute), CRRC Zhuzhou Institute, Envision Energy, Soaring Electric Technology, XYZ Storage, Sineng Electric, Kehua Digital Energy, ZTT Storage, Trina Storage, Sunwoda, Gotion High-Tech, TBEA (formerly Tebian Electric Apparatus), and EVE Energy jointly took the stage to sign and witness this important moment.

 

In-Depth Discussions:

Three Parallel Sub-Forums Spark Innovative Ideas

In the afternoon, three parallel sub-forums were held, with topics of greater depth and specificity:

 

Sub-Forum 1: “Energy Storage Safety Technologies and Application Innovation” focused on the cutting-edge safety technology practices and challenges in the industry. It was chaired by Kong Depeng, Associate Dean and Professor at the School of Mechanical and Electrical Engineering, China University of Petroleum (East China). Experts from University of Science and Technology of China, Kehua Digital Energy, Pylon Technologies, Shell China, and CSA Group shared frontline results on topics including large-scale energy storage fire testing methods and innovations, full-stack safety technology solutions, industrial and commercial energy storage safety practices, and applications of immersion cooling fluids.

Following this, the “Large-Scale Fire Test” roundtable discussion, chaired by Researcher Wang Qingsong from the University of Science and Technology of China, brought together experts and leaders from Institute of Building Fire Research of China Academy of Building Research, Sungrow, Trina Storage, Envision Energy, and UL Solutions’ Energy & Industrial Automation Division. They engaged in in-depth debates on the necessity of extreme testing, differences in standards, certification costs, and how these factors translate into market competitiveness, providing the industry with practical technical pathways and market insights.

 

Sub-Forum 2: “Energy Storage Fault Diagnosis and Safe Operation & Maintenance” focused on how to prevent risks through refined management and advanced technologies.

The session was chaired by Professor Zhu Li, Deputy Director of the National Industry-Education Platform for Energy Storage (Tianjin University). Experts from Tianjin University, Southern Electric Power Research Institute, Robestec Energy, Pinggao Group, and AlphaESS shared cutting-edge solutions to enhance the reliability of energy storage systems, covering topics such as core protection technologies for lithium systems, full life-cycle battery management, immersion cooling technology, online early-warning systems, and digital twin applications.

The subsequent roundtable discussion, themed “Reliability Assessment of Energy Storage Systems and Cross-Industry Insights”, was chaired by Associate Professor Li Chao from Tianjin University. Experts from the Tianjin Fire Science and Technology Research Institute of MEM, CATARC Certification, CALB, Kehua Tech Data Center, and Huawei Digital Power explored how reliability practices from data center UPS and automotive-grade BMS systems could be applied to the energy storage sector. They also systematically analyzed the key role of advanced assessment methods such as FMEA and FTA in building a comprehensive life-cycle safety evaluation framework for energy storage systems.

 

Sub-Forum 3: “AI Empowering Energy Storage Safety” showcased the immense potential of cutting-edge technology in enhancing the intrinsic safety of energy storage.

The session was chaired by Associate Researcher Chu Yuxi from the Tianjin Fire Science and Technology Research Institute of MEM. Experts from Huazhong University of Science and Technology, Shenyang Fire Science and Technology Research Institute of MEM, Syi Tsing Energy Tech, Potisedge, Sermatec, and TEPDI (China Energy Engineering Group Tianjin Electric Power Design Institute Co., Ltd.) shared innovative AI-based practices in battery state sensing, intelligent early warning, health assessment, and thermal management.

The following roundtable discussion, themed “Responding to Energy Storage Incidents: Design + Fire Protection + Emergency Management”, was moderated by Tang Liang, Deputy Secretary-General of the China Energy Storage Alliance (CNESA). Experts and leaders from State Grid Jiangsu Electric Power, Huaneng Clean Energy Institute, China University of Mining and Technology (Beijing), and HyperStrong conducted in-depth discussions on the necessity and controversies surrounding fire suppression system configurations in energy storage systems, concepts of emergency response, and forward-looking goals for energy storage safety. The discussion provided a systematic framework for building a safety defense line covering the entire chain - from design and early warning to emergency handling.

In addition, on October 15, the conference hosted a closed-door seminar on the National Key R&D Program “International Cooperative R&D on Key Technologies for Lithium-Ion Battery Energy Storage Safety Assessment”, as well as a CNESA Energy Storage Safety Committee working meeting. On October 17, participants visited the TEDA Power 20.1 MW / 40.2 MWh grid-side energy storage project, achieving a close integration of theory and practice.

 

Summary and Outlook:

Building Consensus to Safeguard Steady and Sustainable

Industry Growth

2025 5th International Conference on Energy Storage Safety Technology was a high-standard, high-level, and high-impact industry event. It not only showcased China’s latest research achievements and technological advancements in the field of energy storage safety but also, through the release of the Self-Regulation Practice Guidelines, demonstrated the sector’s firm commitment to self-regulation and healthy development.

The forum forged a strong consensus that “safety is the cornerstone and lifeline of large-scale energy storage development”. It emphasized that only by reinforcing the safety bottom line can the energy storage industry unlock its full potential and play a greater role in driving the energy transition.


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EASE Rebrands as Energy Storage Europe Association for Era of ‘Unprecedented Growth’

Source: Energy Storage News


Energy Storage Europe Association secretary general Patrick Clerens, speaking at the 2025 Energy Storage Summit EU. Clerens' consulting company formed the group with industry stakeholders in 2011. Image: Solar Media.

European Association for Storage of Energy (EASE), which represents 70 member organisations across the industry value chain, has undergone a rebrand.

Now called Energy Storage Europe Association, the change marks “a new chapter for our organisation and the entire sector,” said Patrick Clerens, the group's secretary general, whose consulting group was tasked with launching EASE back in 2011.

“Europe's energy future depends on energy storage. Our new identity will amplify this message to ensure we are at the heart of policy debates,” Clerens said.

Its activities include advocacy in the decision-making processes of European policymakers and regulators; direct participation in European Union (EU) research projects; providing market intelligence, including the European Market Monitor on Energy Storage (EMMES) reports; and networking and media engagement.

EMMES is published annually by the trade association and research consultancy LCP Delta. The most recent edition, EMMES 9.0, found that 11.9GW/21.1GWh of energy storage was deployed across Europe in 2024, including 4.9GW/12.1GWh of front-of-the-meter storage.

Meanwhile, the organisation's advocacy and education efforts include a recent call for common safety standards across European markets and a best practice guide to fire safety for outdoor utility-scale lithium-ion battery energy storage system (BESS) installations.

“In 2025, Europe added new energy storage power capacity at a scale 15 times greater than just five years ago. With this unprecedented growth, a more visible identity was essential to the Association,” Energy Storage Europe Association president David Post said.

“We will continue to represent the entire value chain and all storage technologies, advocating for policies that enable the needed flexibility and strongest deployment across Europe,” said Post, who is also Enel X head of energy storage solutions.

Energy Storage Association Europe's rebrand this week reflects a broader push for increased visibility and stronger representation among industry bodies of late.

The energy storage association is itself part of Europe's Energy Storage Coalition, formed alongside counterparts in the wind and solar PV industry to advocate for a Europe-wide policy action plan on storage.

SolarPower Europe, while a member of the coalition alongside EASE, WindEurope and Bill Gates's VC group Breakthrough Energy, also founded the Battery Storage Europe Platform earlier this year.

That said, Battery Storage Europe Platform is less of a trade association and more of a direct initiative to engage policymakers and regulators, SolarPower Europe said at the July launch.

In the US, the country's only national Energy Storage Association (ESA) merged with a wind industry group in 2021, becoming part of the American Clean Power Association (ACP).

However, ACP then launched its own separate energy storage effort a few weeks ago, called, confusingly enough, the US Energy Storage Coalition.


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Naturgy launches Construction on First Portion of Ten-site, 160MW BESS Portfolio in Spain

Source: Energy Storage News


One of Naturgy’s solar and BESS sites in Spain. Image: Naturgy.

Utility and power firm Naturgy has started building its first BESS projects in Spain, at a ten-site portfolio in Almeria and the Canary Islands.

The company announced groundbreaking on the first four of a ten-site portfolio on 16 October, saying the whole portfolio will total 160MW of power and 342MWh of energy storage capacity, an average duration of 2.13 hours.

The projects will be combined with four solar PV systems. The first battery energy storage systems (BESS) are being added to the Tabernas I and II PV plants in the province of Almería, and the El Escobar and Piletas I in Las Palmas (Canary Islands).

Naturgy plans to have launched construction on all ten by 2026, nine of which are hybridised with PV with one standalone project in Vigo (Pontevedra). It didn’t reveal the size of the four initial projects, which will come online in 2026.

The lithium-ion BESS will reinforce the electricity market in Spain and help to integrate more intermittent renewable energy, and Naturgy is investing €80 million (US$94 million) in them.

The projects are recipients of funding under Spain’s energy storage capex support scheme funded by the EU’s Recovery and Resilience framework, which is funding up to 3.5GWh of projects.

Naturgy’s peer Galp similarly announced the start of construction on BESS projects in Spain (and Portugal) earlier this year, as did Iberdrola in August.

Spain aims to be 81% powered by renewables by 2030, according to the country’s National Energy and Climate Plans (NECP), and energy storage will be key to helping to maintain system reliability and dampen price volatility. The government forecasts that 22.5GW of BESS will be needed by that date.

Spain and Portugal suffered a near country-wide blackout in April this year, which commentators have suggested could have been better mitigated with more grid-supporting and grid-forming technologies, including energy storage.

Naturgy is based in Spain but its first major large-scale activity was in Australia, bringing online the 128MW Cunderdin hybrid solar PV and 55MW/220MWh BESS in Western Australia in early 2025.


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Renalfa switches on 260 MWh battery storage system in Bulgaria

Source: pv magazine


The battery energy storage system is the first phase of a 315 MW/760 MWh system that is being developed alongside 238 MW of solar under Bulgaria’s largest hybrid power project to date, due for completion next year.

Vienna-based independent power producer Renalfa IPP has commissioned the first phase of a large-scale battery energy storage system (BESS) in Bulgaria.

The company has brought online 65 MW/260 MWh of a planned 315 MW/760 MWh battery energy storage system (BESS) as part of the Tenevo Hybrid Renewable Project.

Located in southeastern Bulgaria, the hybrid project is being developed by Tenevo Solar Technology, a joint venture company between Renalfa IPP and Danish developer Eurowind Energy. Chinese energy storage company Hithium and Chinese power solutions provider Kehua are supplying the BESS technology, while Bulgarian developer Solarpro is acting as project manager.

Once completed, the Tenevo project will encompass a 238 MW solar site alongside the 315 MW/760 MWh BESS and 250 MW of wind turbines, making it Bulgaria’s largest and most complex hybrid energy storage project to date. It is due for completion early next year. 

The project is financed by The European Bank for Reconstruction and Development and Raiffeisen Bank International AG. 

In August, Eurowind Energy announced the first 69 MW of the 238 MW solar farm had come online.

According to a statement from Renalfa, the first phase of the BESS is already one of the largest co-located battery storage systems in Europe and takes its energy storage capacity in operation to in excess of 1 GWh.

The company, which is active in Bulgaria, Hungary, North Macedonia and Romania, also claims to have over 1 GW of projects in the late stages of development, as well as a wider project pipeline in excess of 4 GW.

Bulgaria inaugurated a 124 MW/496.2 MWh BESS in May, billed as the largest in the European Union to date. The country’s Ministry of Energy has since launched a public consultation on a new subsidy program targeting 1.9 GWh of standalone storage capacity.


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China’s First Grid-Forming Wind-Solar-Storage Integrated System for Substations Put into Operation!

Source: Shenzhen Hopewind Electric Corporation Limited

 

Recently, China’s first grid-forming wind-solar-storage integrated system applied in substations for real-time power supply assurance -- the Houhai No. 3 (Chunhui Substation) Demonstration Project -- was successfully put into operation. Led by Shenzhen Power Supply Bureau and jointly developed by Hopewind Electric, Tsinghua University and other partners, the project marks a significant breakthrough in the integration of grid-forming energy storage technology with urban distribution networks.

Relying on the Guangdong Provincial Major Flagship Project “Research on Key Technologies and Equipment for Grid-Forming Energy Storage Converters”, the project carries out demonstration and verification of innovative solutions centered on grid-forming converters. As the Shenzhen Grid-Forming Energy Storage Engineering Research Center, Hopewind Electric provided independently developed string-type grid-forming energy storage converters, which, with advanced power electronics and control technologies, offer strong technical support for the application of grid-forming technology in high-load-density urban receiving-end power grids.

Urban Microgrid: Setting a New Benchmark for Power Supply Reliability and Innovation in Distribution Networks

 

The Houshai No. 3 (Chunhui Substation) Demonstration Project is a carbon-neutral urban substation located in the core area of the “Science and Technology Innovation Axis” in Nanshan District, Shenzhen, the Houhai Financial Base, and the middle section of the Shenzhen Bay Coastal Leisure Belt, adjacent to Shenzhen’s landmark buildings such as the Shenzhen Bay Sports Center, China Resources Tower, Shenzhen Metro Group Headquarters Tower, and Shenzhen Bay Area.

The substation deeply integrates wind energy, solar power, and energy storage technologies with its exhibition hall’s power supply system, forming a localized intelligent energy microgrid with active grid-supporting capability. Driven by grid-forming technology, it achieves integrated intelligent regulation and optimized operation among wind, solar, storage, and the substation’s internal loads. This project breaks away from the traditional model in which substations rely solely on the external power grid or a single energy source. By leveraging local renewable energy and energy storage systems, it provides the substation with a highly reliable, green, low-carbon, and cost-effective power supply solution.

Shenzhen Power Supply Bureau has also established an exhibition hall within the substation, featuring demonstrations of wind, solar, and energy storage technologies, as well as advanced technologies such as grid-forming energy storage. With the theme of promoting the gradual transition of local power grids toward carbon neutrality, the hall is designed as an attractive science popularization base for power culture. Inside the exhibition, Hopewind Electric’s grid-forming energy storage converters are on display, highlighting the company’s innovative capabilities.

 

Technological Core: Paradigm Shift from Grid-Following to Grid-Forming

 

In urban central districts, where high-end industries are concentrated and load density is high, requirements for power supply reliability and power quality are extremely stringent. In addition to scenarios such as wind, solar, energy storage, and virtual power plants, emerging demands and new applications continually arise, placing greater challenges on grid stability and flexibility. Grid-forming energy storage technology is a powerful solution to this challenge. By introducing this technology, microgrids upgrade from the traditional “grid-following” passive response mode to a “grid-forming” mode capable of actively establishing and maintaining voltage and frequency, providing a solid and reliable foundation for the entire power system.

As the core equipment of grid-forming energy storage systems, Hopewind Electric’s independently developed grid-forming energy storage converters play a crucial role. With features such as fast autonomous voltage and frequency regulation, strong transient overload capacity, and seamless grid-connected/islanded switching, they strengthen the safety barrier for stable operation of the power system.

Upon completion, the project will realize multiple key functions and value improvements:

1. Seamless Integration of Grid Power and Clean Distributed Energy

The system enables seamless switching between the utility grid and clean distributed energy sources, actively supporting the smooth transition of local power grids toward carbon neutrality. It helps the substation achieve zero-carbon, intelligent, and high-end development, while also optimizing power quality.

2. High-Reliability Power Supply through Millisecond-Level Response

Leveraging the millisecond-level response capability of grid-forming energy storage combined with advanced grid-connected/islanded control strategies, the system can seamlessly switch in the event of grid outages, providing stable power to various devices within the region and ensuring highly reliable electricity supply.

3. Autonomous and Self-Healing Capabilities

The system possesses autonomous operation and self-healing capabilities, allowing it to operate independently from the main grid. It can intelligently coordinate distributed energy sources such as solar PV and wind with energy storage to achieve internal energy self-balancing and optimized scheduling. In the event of internal or external grid faults, the system can automatically detect and isolate the fault, switch the energy storage system on or off, and fully function as an emergency power source without human intervention, rapidly restoring supply and significantly improving power reliability.

4. Scalability for Future Demands

The system is designed with excellent scalability, able to accommodate new scenarios and additional loads in the future without impacting existing grid operation.

 

The successful commissioning of the grid-forming wind-solar-storage demonstration project at the substation highlights the strength and achievements of multi-party collaboration in the wave of the energy revolution, writing a new chapter in China’s energy technology innovation. Looking ahead, Hopewind Electric will continue to deepen industry-academia-research cooperation, advance the R&D and application of grid-forming technology, and support the integrated development of “source-grid-load-storage” in distribution networks. Through more innovative products and solutions, it aims to strengthen the safety barrier of the new power system and contribute to China’s energy transition.

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China’s Ministry of Commerce: The General Administration of Customs Imposes Export Controls on Lithium Batteries with an Energy Density of ≥300 Wh/kg

Source: Ministry of Commerce of the People’s Republic of China

Announcement No.18 of 2025 of The Ministry of Commerce and The

General Administration of Customs of The People’s Republic of China

Announcing the Decision to Implement Export Control on Lithium

Batteries and Artificial Graphite Anode Materials Related Items

[Issuer] Bureau of Industry, Security, Import and Export Control

[Issuance Document Number] Announcement No.18 of 2025 of The Ministry of Commerce and The General Administration of Customs of The People’s Republic of China

[Date of Issuance] October 9, 2025

 

According to the relevant provisions of the Export Control Law of the People’s Republic of China, the Foreign Trade Law of the People’s Republic of China, the Customs Law of the People’s Republic of China and the Regulations on Export Control of Dual-Use Items of the People’s Republic of China, in order to safeguard national security and interests and fulfill international obligations such as non-proliferation, with the approval of the State Council, a decision is made to implement export control on the following items:

 

I. Lithium Battery Related Items

(1) 3A001 -- Rechargeable lithium-ion batteries (including cells and battery packs) with a gravimetric energy density ≥ 300 Wh/kg (Reference HS Code: 85076000).

(2) 3B901.a -- Equipment used for manufacturing rechargeable lithium-ion batteries:

1. Winding machines (Reference HS Code: 84798999);

2. Stacking machines (Reference HS Code: 84798999);

3. Electrolyte Filling machines (Reference HS Code: 84798999);

4. Hot-pressing machines;

5. Formation and Aging & Grading systems;

6. Capacity Grading cabinets.

(3) 3E901.a -- Technologies used for producing items controlled under 3A001.

II. Cathode Material Related Items

(1) 3C901.a.1 -- Lithium iron phosphate (LFP) cathode materials with a compacted density ≥ 2.5 g/cm3 and specific capacity ≥ 156 mAh/g (Reference HS Code: 28429040).

(2) 3C901.a.2 -- Precursors for ternary cathode materials:

a. Nickel cobalt manganese hydroxides (Reference HS Code: 28539030);

b. Nickel cobalt aluminum hydroxides (Reference HS Code: 28539050).

(3) 3C901.a.3 -- Lithium-rich manganese-based cathode materials.

(4) 3B901.b -- Equipment used for manufacturing cathode materials for rechargeable lithium-ion batteries:

1. Roller kilns;

2. High-speed mixers;

3. Sand mills;

4. Jet mills.

III. Graphite Anode Material Related Items

(1) 3C901.b.1 -- Artificial graphite anode materials.

(2) 3C902.b.2 -- Mixed anode materials composed of artificial graphite and natural graphite.

(3) 3B901.c.1 -- Granulation equipment used in the production of graphite anode materials:

a. Vertical granulation reactors with a volume ≥ 5 m³;

b. Continuous granulation reactors with a volume ≥ 5 m³.

(4) 3B901.c.2 -- Graphitization equipment used in the production of graphite anode materials:

a. Box furnaces;

b. Acheson furnaces;

c. Internal string furnaces;

d. Continuous graphitization furnaces.

(5) 3B901.c.3 -- Coating and modification equipment used in the production of graphite anode materials:

a. Fusion coating equipment with a volume ≥ 300 L;

b. Spray drying equipment with a volume ≥ 60 m³;

c. Chemical vapor deposition (CVD) rotary kilns with a drum diameter ≥ 0.5 m.

(6) 3E901.b -- Processes and technologies used for producing graphite anode materials:

1. Granulation processes;

2. Continuous graphitization technology;

3. Liquid-phase coating technology.

Exporters of the above-listed items shall apply for a license from the Ministry of Commerce and its subordinate units under the State Council in accordance with the Export Control Law of the People’s Republic of China and the Regulations of the People’s Republic of China on Export Control of Dual-Use Items.

The exporter shall identify the items and indicate in the Remarks section whether the goods for export are controlled items when making customs declarations. For controlled items, its dual-use item control number shall be specified. For any doubt about the declared information, the customs authorities will question it in accordance with the law, and the goods for export will not be released during the questioning period.

This announcement shall come into effect on the date of issuance. The Export Control List of Dual-Use Items of the People’s Republic of China is updated accordingly.

 

Ministry of Commerce

General Administration of Customs

October 9, 2025

(This announcement is authentic in Chinese. The English version is for reference only.)

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Beyond the “Five Major and Six Minor”, Third-Party Enterprises Accelerate Their Entry into the Energy Storage Market -- Analysis of the New Grid&Source-Side Energy Storage Projects in September

Source: CNESA

The China Energy Storage Alliance (CNESA) has consistently adhered to standardized, timely, and comprehensive information collection practices to continuously track developments in energy storage projects. Leveraging its long-term data accumulation and in-depth professional analysis, CNESA regularly publishes objective market analyses on installed energy storage capacity, providing valuable references for industry decision-making. Since June 2025, the monthly energy storage project analysis has been divided into two sections: “Grid&Source-Side Market” and “User-Side Market”. This issue focuses on interpreting the grid&source-side market in September.

● Market Continues to Rise: In September, grid&source-side energy storage installations grew by over 180% year-on-year, with independent storage capacity increasing by nearly 340%.

● Regional Highlights: Jiangsu Province contributed the largest share of new installations, with an average duration of 3.84 hours.

● Changing Landscape: Beyond the “Five Major and Six Minor” power generation groups, third-party enterprises are accelerating their entry, capturing 40% of the market share.

● Technological Breakthroughs: Long-duration energy storage is being rapidly deployed, with compressed air energy storage projects accounting for one-fourth of the total.

Overall Analysis of New Energy Storage Projects in September

According to incomplete statistics from the CNESA Datalink Global Energy Storage Database, in Sep. 2025, newly commissioned new energy storage projects in China reached a total installed capacity of 3.08 GW / 9.08 GWh, representing a YoY increase of 166% and 200%, and a MoM growth of 7% and 15%, respectively. New installations totaled 9.16 GW / 25.52 GWh in the third quarter, marking a YoY increase of 10% and 24%. The cumulative new installed capacity for the first three quarters has already reached 74% of the total added capacity for the entire year of 2024, indicating that the total new installations in 2025 are likely to surpass last year’s level.

Figure 1: Installed Capacity of Newly Commissioned New Energy Storage Projects in China, Jan.-Sep. 2025

Data Source: Global Energy Storage Database  of the CNESA DataLink

https://www.esresearch.com.cn/

Note: YoY (year-on-year) increase compares with the same period last year; MoM (month-on-month) decrease compares with the previous reporting period

September Analysis of Grid&Source-Side Energy Storage Projects

In September, newly commissioned grid&source-side energy storage installations reached 2.84 GW / 8.50 GWh, representing a YoY increase of 189% and 226%, and a MoM growth of 15% and 21%, respectively. The new grid&source-side energy storage projects showed the following characteristics:

01. New Installations of Independent Energy Storage Accounts for Over 80%, with Capacity Up Nearly 340% YoY

In September, newly added independent energy storage installations totaled 2.31 GW / 6.73 GWh, marking a YoY increase of 340% and 576%. Projects of 100 MW and above accounted for 64% of the total. Newly added source-side installations reached 492.2 MW / 1,610.9 MWh, up 7.6% / down 0.3% YoY, covering a wide range of application scenarios such as supporting ultra-high-voltage (UHV) DC transmission projects, prevention and control of desertification, and integrated fishery-solar and agrivoltaic projects.

Figure 2: Application Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in Sep. 2025 (MW%)

Data Source: CNESA DataLink Global Energy Storage Database

https://www.esresearch.com.cn/

Note: “Others” include empirical research, etc.

02. East China Accounts for Over 35% of New Installations, with Jiangsu Leading in Scale

 

In September, the East China region added more than 1 GW of grid&source-side energy storage capacity, accounting for 38% of the national total -- the highest among all regions. Among them, Jiangsu Province recorded the largest increase, with independent energy storage projects making up 99% of its new installations. As one of China’s major provinces in both economic output and energy consumption, Jiangsu faces growing challenges in power system regulation. According to State Grid data, the province’s maximum daily power load this summer exceeded 150 million kW (150 GW), and by the end of May, its installed wind and solar capacity had surpassed 100 million kW (100 GW).

On one hand, the high penetration of renewable energy has intensified grid load fluctuations, creating an urgent need to enhance system flexibility. On the other hand, Jiangsu’s power resources and demand are geographically mismatched -- wind and solar generation are concentrated in northern Jiangsu, while electricity consumption is mainly centered in the southern cities of Suzhou, Wuxi, and Changzhou. This regional imbalance between power supply and demand has further exacerbated pressure on power supply during peak demand periods.

In addition, Jiangsu’s average energy storage duration reached 3.84 hours, 0.85 hours longer than the national average for September, reflecting the province’s higher requirements for peak-shaving capability. Nationally, the average energy storage duration in September was 2.99 hours, up 13% YoY and 5% MoM, marking the highest level since 2025. The East China, Northwest China, and Southwest China regions all recorded average durations exceeding 3 hours.

Figure 3: Regional Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in China, Sep. 2025 (MW%)

Data Source: CNESA DataLink Global Energy Storage Database

https://www.esresearch.com.cn/

Figure 4: Provincial Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in China, Sep. 2025 (MW%)

Data Source: CNESA DataLink Global Energy Storage Database

https://www.esresearch.com.cn/

03. Increasingly Evident Diversification of Energy Storage Investors

From the perspective of project ownership, major power generation groups such as China Huaneng, China Three Gorges Corporation (CTG), and China Huadian -- collectively known among the “Five Major and Six Minor” state-owned power enterprises -- continued to maintain a leading position in the energy storage installation market. However, their combined market share declined by 10 percentage points compared with August. Among them, China Huaneng held the largest market share, with several projects such as the Huaneng Energy Base in Gansu Province’s Energy Storage Project Supporing for New Energy and the Huaneng Jintan Phase II Compressed Air Energy Storage Project succeeded in power transmission, contributing a total installed capacity exceeding 1 GW. These large energy groups possess comprehensive advantages in investment scale, project coordination, and operational management.

At the same time, the diversification of investment entities in the energy storage market has become increasingly apparent. In September, third-party enterprises including energy storage and new energy manufacturing companies such as Ganfeng Lithium, Weiteng Electric, and Jinko Power, along with private equity-controlled enterprises, accelerated the deployment of energy storage projects invested and constructed. Projects funded by third-party enterprises accounted for nearly 40% of new installations, an increase of 28 percentage points from August. This growth is mainly driven by the continued expansion of demand in the new energy storage market, government policies encouraging diversified participation in project investment and construction, the emergence of multiple technological pathways, and the decline in energy storage technology costs. With these favorable factors, the market potential of new energy storage has been fully unleashed, attracting a wider range of participants into the sector.

Figure 5: Ownership Distribution of Newly Commissioned Grid&Source-side New Energy Storage Project in China, Sep. 2025 (MW%)

Data Source: CNESA DataLink Global Energy Storage Database

https://www.esresearch.com.cn/

Note: Third-party enterprises refer to those other than large state-owned power generation groups, State Grid, China Southern Power Grid, Power China, Energy China, and local energy groups.

Statistic Analysis by CENSA

04. Long-Duration Energy Storage Technologies Accelerate Deployment

From a technological perspective, lithium iron phosphate (LFP) batteries remain the dominant technology, while long-duration storage technologies such as compressed air energy storage (CAES) are being deployed at an accelerating pace. The CAES Demonstration Project in Huade County, Three Gorges supported with leading technologies by the Tsinghua University (EEA) - Anhui USEM Technology Co., Ltd., and the Huaneng Jintan Phase II CAES Project supported by Tsinghua University and the Xi’an Thermal Power Research Institute, have both been succeeded in power transmission. Together, their installed power capacity accounted for nearly 25% of all new installations in September. In terms of hybrid energy storage, the first grid-side hybrid energy storage station in Fengxian District, Shanghai, integrating four technologies of flow batteries, sodium-ion batteries, semi-solid-state batteries, and lithium iron phosphate batteries was officially put into operation.

Figure 6: Technological Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in China, Sep. 2025 (MW%)

Data Source: CNESA DataLink Global Energy Storage Database

https://www.esresearch.com.cn/


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Power Consumption Exceeds 1 Trillion kWh for Consecutive Periods -- What Does It Mean?

People’s Daily Overseas Edition

In July and August of this year, China’s total electricity consumption

reached 1,022.6 billion kWh and 1,015.4 billion kWh, respectively -- 

surpassing 1 trillion kWh for two consecutive months.

What does this indicate?

Wind turbines in the Beibu Gulf sea area of the Suping district within the Comprehensive Experimental Zone in Pingtan County, Fujian Province. Photo by Xie Guiming (People Visual)

The Pingtan Comprehensive Experimental Zone in Fujian Province is focusing on the development of the wind power industry, leveraging its abundant offshore wind resources to create a complementary model of “green energy + offshore farms”, delivering clean electricity and supporting carbon reduction efforts.

Recently, residents of Leshan City, Sichuan Province, were shopping for home appliances in a large shopping mall. Photo by Li Huashi (People Visual)

Contestants participating in the distribution network live-line operation competition. Photo by Lu Junyuan (People Visual)

Recently, Wuhu Electric Power Company in Anhui Province under the State Grid, together with the Wuhu Fanchang District Federation of Trade Unions, held the Fanchang District 2025 Power Emergency Supply and Service Skills Competition, supporting the development of local skilled talent and power emergency guarantee.

Total electricity consumption in China has consecutively exceeded 1 trillion kWh! Recently, the National Energy Administration released electricity consumption data for July and August. In July, total electricity consumption reached 1,022.6 billion kWh, up 8.6% year-on-year; in August, it reached 1,015.4 billion kWh, up 5% year-on-year.

What does it mean for a single month’s consumption to surpass 1 trillion kWh? What economic development trends does this reflect?

How should we understand 1 trillion kWh?

-- Horizontally, 1 trillion kWh is roughly equivalent to the total annual electricity consumption of Japan; Vertically, this figure has doubled over the past 10 years.

Electricity consumption is regarded as a “barometer” and “weathervane” of economic and social activity. By observing changes in this data, one can gain a relatively direct insight into the underlying momentum of economic development.

In July this year, China’s total electricity consumption reached 1,022.6 billion kWh, marking the first time monthly consumption exceeded 1 trillion kWh, a milestone also unprecedented globally. In August, total electricity consumption reached 1,015.4 billion kWh, crossing the 1 trillion kWh threshold once again.

What does 1 trillion kWh mean? Horizontally, 1 trillion kWh is roughly equivalent to the total annual electricity consumption of Japan or that of the ASEAN countries; Vertically, compared with July 2015, when electricity consumption first exceeded 500 billion kWh, this figure has doubled over the past 10 years.

By industry, in July, electricity consumption in the primary sector reached 17 billion kWh, up 20.2% year-on-year, with a growth rate 15.3 percentage points higher than the previous month. The secondary sector consumed 593.6 billion kWh, up 4.7% year-on-year, with a growth rate 1.5 percentage points higher than last month. electricity consumption in the the tertiary sector used 208.1 billion kWh, up 10.7% year-on-year, 1.7 percentage points higher than June. Urban and rural household electricity consumption reached 203.9 billion kWh, up 18.0% year-on-year.

It is evident that the secondary sector accounted for the largest share of total electricity consumption in July. As a fundamental factor of industrial production, the stable growth in electricity use indicates the steady development of industrial economy.

“In July, electricity consumption in the secondary sector continued to grow, with high-tech and equipment manufacturing leading the increase”, analyzed by Jiang Debin, Deputy Director of the Statistics and Digital Intelligence Department at the China Electricity Council (CEC). Specifically, in July, electricity consumption in the four high-energy-consuming industries grew 0.5% year-on-year, an increase of 1.2 percentage points compared to the previous month, turning positive after two months of decline. Additionally, most consumer goods manufacturing sectors saw rising electricity usage. In July, electricity consumption in food manufacturing, tobacco products, and agricultural and sideline food processing increased 7.3%, 5.3%, and 5.1% year-on-year, respectively.

In August, electricity consumption in the primary sector grew 9.7% year-on-year, 5.1 percentage points higher than the same period last year, with livestock and fisheries leading at 12.3% and 10.9%, respectively. Electricity consumption in the secondary sector increased 5% year-on-year, 0.3 percentage points higher than July and 1 percentage point higher than August 2024. Within this, the four high-energy-consuming industries grew 4.2% year-on-year, 3.7 percentage points higher than last month. Growth in the tertiary sector slightly declined month-on-month but remained robust at 7.2%. Meanwhile, urban and rural household electricity consumption reached 196.3 billion kWh, up 2.4% year-on-year.

What factors are driving electricity consumption?

-- Rapidly rising power loads under sustained high temperatures; Macroeconomic recovery supporting continued capacity release across industries

What explains the monthly electricity consumption exceeding 1 trillion kWh?

Firstly, sustained high temperatures have driven demand. Since the start of summer, many regions nationwide have experienced hot and humid weather, causing electricity loads to climb rapidly and boosting urban and rural household electricity consumption. On July 4, the national peak load reached 1.465 billion kW, approximately 200 million kW higher than the end of June, setting a historic record (compared with 1.451 billion kW in 2024) and nearly 150 million kW higher than the same period last year. Provinces including Jiangsu, Anhui, Shandong, Henan, and Hubei saw their grids load reach all-time highs. In Jiangsu, the grid load exceeded 150 million kW for the first time, with the peak load rising nearly 40 million kW above the spring average, about 90% of the incremental load used for air conditioning.

“According to the National Climate Center, many places across the country experienced multiple rounds of high temperatures in July, with the national average temperature reaching a historical high for the same period since 1961, driving urban and rural household electricity consumption up 18% year-on-year. Under the sustained hot and humid weather, multiple regions reached record loads. In July, household electricity consumption in Henan, Shaanxi, Shandong, Sichuan, Anhui, and Hubei all rose more than 30% year-on-year”, said Jiang Debin.

Secondly, macroeconomic recovery and industrial production expansion have boosted electricity demand. A series of policies promoting consumption through the “Two New” (large-scale equipment renewal and trade-in of consumer goods) and “Two Majors” (the implementation of major national strategies and the construction of security capabilities in key areas) measures, along with efforts to stabilize industrial growth and curb over-competition, have maintained a recovering economic trend, releasing industrial capacity and further driving total electricity consumption.

“In August, nationwide manufacturing electricity consumption grew 5.5% year-on-year, the highest monthly growth this year. Electricity use in raw material industries such as steel, building materials, non-ferrous metals, and chemicals showed clear recovery, with total consumption up 4.2% year-on-year, 3.7 percentage points higher than July. High-tech and equipment manufacturing demonstrated strong resilience, with total electricity consumption up 9.1% year-on-year, about 4.6 percentage points above the average manufacturing growth rate”, Jiang Debin said. Importantly, all sub-sectors of high-tech and equipment manufacturing saw positive growth, with new energy vehicle production and photovoltaic industry manufacturing maintaining rapid growth, reflecting the robust development of new-quality productivity, creating new economic growth points, and driving electricity consumption upward.

Rising consumption has also contributed to higher electricity use. The consumer market has maintained steady growth this year, and service consumption policies have taken effect, sustaining rapid growth in the service sector. For example, in Jiangsu Province, host of the popular “Jiangsu Football City League” summer events, electricity consumption in fitness and leisure venues increased 23% year-on-year in July. During the same month, catering industry electricity use rose 10.1% year-on-year, while tourist attractions and accommodation electricity consumption increased 10.3% and 5.3% year-on-year, respectively.

What Ensures Stable Power Supply Amid Soaring Electricity

Consumption?

-- Strong energy self-sufficiency, stable operational regulation, and robust emergency response capabilities are key

From the consumption side, China’s record-breaking monthly electricity use -- exceeding 1 trillion kWh -- not only highlights the vitality of economic and social development but also reflects the steady reliability of the power supply.

According to Wang Hongzhi, Director of the China’s National Energy Administration, during the summer peak period (from the second half of July to the first half of August), China experienced extensive high temperatures, heavy rainfall, floods, and typhoons. Meanwhile, the country’s steadily recovering economy posed even greater demands on energy security. Despite these challenges, China’s power supply remained stable and orderly throughout the summer. “Our energy system withstood the peak and safeguarded the bottom line”, said Wang. Overall, China’s energy supply security and resilience have reached a high level.

Stable electricity use is underpinned by a high degree of energy self-sufficiency. Since the start of the 14th Five-Year Plan, China has taken multiple measures to strengthen the stability and security of its energy supply chain. Over 90% of the increase in energy consumption has been met through domestic production. New energy sources have played a major role, achieving two “50%” milestones: The increase in renewable power generation accounts for nearly 50% of total new generation capacity nationwide; Non-fossil energy sources have contributed nearly 50% of the total increase in energy supply. As of the end of August, China’s total installed power generation capacity reached 3.69 billion kW, up 18.0% year-on-year, with wind and solar power combined totaling around 1.7 billion kW. This demonstrates that China’s energy self-sufficiency “base” has become more solid, while the share of green energy continues to rise.

Stable electricity use also relies on robust operational coordination. China has established a comprehensive energy production, supply, storage, and marketing system and a sound mechanism to ensure supply and stabilize prices. Energy storage capacity has been steadily enhanced, while the nationwide oil and gas pipeline network has been expanding rapidly. The large-scale power grid’s capacity to allocate and balance resources across regions has been fully utilized. Before this summer’s power demand peak, several cross-provincial transmission projects, including the Longdong-Shandong and Hami-Chongqing lines, were completed and put into operation. These channels have delivered stable power to many cities, ensuring smooth electricity use during high-demand periods.

Stable power supply also relies on strong emergency support capabilities. When electricity demand surges sharply, power grids face serious challenges, particularly amid increasingly frequent global extreme weather events and natural disasters. To address this, China has established a national-level emergency power support system, consisting of four regional emergency bases in Sichuan-Chongqing-Tibet, South China, North China, and East China. These facilities aim to strengthen the country’s emergency response capacity for coal, oil, and gas, ensuring the long-term stability and reliability of the national energy and power systems. Therefore, no large-scale blackouts have occurred nationwide.

Looking ahead, the National Energy Administration will take the 15th Five-Year Plan for the new-type power system as a guiding framework, adhering to the principle of moderately advanced power development. Efforts will focus on promoting rational and green energy consumption, supporting both economic and social development as well as the public’s growing demand for a better life, moving from “having access to electricity” toward “using electricity efficiently and intelligently.”

(By Liao Ruiling)

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The Largest Independent Energy Storage Power Station for Frequency Regulation and Peak Shaving in the Guangdong–Hong Kong–Macao Greater Bay Area Commences Operation

China Gezhouba Group Co., Ltd under the Energy China

 

On October 1, the largest grid-side independent energy storage power station for frequency regulation and peak shaving in the Guangdong-Hong Kong-Macao Greater Bay Area -- the Grid-Side Independent Energy Storage Power Station in Maba Town, Qujiang District, Shaoguan City, Guangdong Province -- was officially put into operation. The project, undertaken by China Gezhouba Group Co., Ltd of the Energy China under an EPC contract, adds strong momentum to Guangdong Province’s efforts to build a trillion-yuan-level industry cluster of new energy storage.

The Grid-Side Independent Energy Storage Power Station in Maba Town, Qujiang District, Shaoguan City

Located in Qujiang District, Shaoguan City, Guangdong Province, the project covers an area of approximately 48.99 mu (3.27 hectares) and consists of 70 sets of lithium iron phosphate battery containers, each with a single-unit capacity of 6 MWh. It is the largest grid-side independent energy storage power station for frequency regulation and peak shaving in the Guangdong-Hong Kong-Macao Greater Bay Area. As the first independent energy storage power station in Shaoguan City, the project has been included in Guangdong Province’s list of key projects for 2025.

Site of the energy storage power station

The project includes a 208 MW / 416 MWh electrochemical energy storage system and a 12-kilometer outgoing transmission line, along with a supporting 220 kV booster station. Once in operation, the power station can store up to 416,000 kWh of electricity at full capacity and deliver approximately 298 million kWh of electricity annually, meeting the power needs of nearly 140,000 households while reducing carbon dioxide emissions by about 208,000 tons each year. At the same time, leveraging its grid regulation technology advantages, the project will effectively smooth out fluctuations in wind and solar power generation and help ease frequency regulation and peak-shaving pressures on the regional power grid.

Site of the energy storage power station

In addition, leveraging the “energy storage + computing power” collaborative model, the power station provides stable electricity support for the data center cluster in Shaoguan City, Guangdong Province -- a core hub of the national integrated computing power network in the Guangdong-Hong Kong-Macao Greater Bay Area. This effectively supports the implementation of China’s “East Data, West Computing” project, promotes the deep integration of green energy and the digital economy in the Greater Bay Area, and provides a solid guarantee for power consumption in northern Guangdong and the safe, stable operation of the power grid system.

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Installed Capacity Doubles! August Analysis of User-Side Energy Storage Projects

According to the CNESA Global Energy Storage Database, newly commissioned user-side projects in China reached 408.3 MW / 894.3 MWh in August 2025 -- a 124% / 137% YoY increase and 66% / 73% MoM growth.

The China Energy Storage Alliance (CNESA) has always adhered to standardized, timely, and comprehensive information collection practices to continuously track developments in energy storage projects. Leveraging its long-term accumulated data and in-depth professional analysis, CNESA regularly publishes objective articles on the energy storage installed capacity market, providing industry peers with valuable references for market decision-making. Due to the typical differences between grid&source-side energy storage markets and user-side energy storage markets, CNESA’s monthly energy storage project analysis has been split into two separate reports since June 2025: “Grid&Source-Side Market” and “User-Side Market”. This issue focuses on the user-side market in August.

The analysis of grid&source-side energy storage projects for August has already been published. Details can be found here:

http://en.cnesa.org/latest-news/2025/9/24/aug-2025-new-energy-storage-installations-reached-29-gw797-gwhv797gwh-power-side-base-projects-record-285354-yoy-growth

 

Overall Analysis of New Energy Storage Projects in August

According to incomplete statistics from the Global Energy Storage Database of the CNESA DataLink, in August 2025, newly commissioned new energy storage projects in China totaled 2.90 GW / 7.97 GWh, representing a YoY increase of +30% / +43%, but a month-on-month decrease of -11% / -10%. While the newly added installed capacity in August continued to decline, the MoM drop was smaller than in the same period last year.

Figure 1: Installed Capacity of Newly Commissioned New Energy Storage Projects in China, Jan.-Aug. 2025

Data Source: CNESA DataLink Global Energy Storage Database

https://www.esresearch.com.cn/

Note: YoY (year-on-year) increase compares with the same period last year; MoM (month-on-month) decrease compares with the previous reporting period.

 

August Analysis of User-Side Energy Storage Projects

 In August, newly installed user-side energy storage capacity reached 408.3 MW / 894.3 MWh, representing a YoY increase of +124% / +137% and a MoM increase of +66% / +73%.

The newly commissioned user-side energy storage projects showed the following characteristics:

 

01. Commercial and industrial storage dominatesdeployment of long-duration technologies accelerates

 

In August, the user-side energy storage market was dominated by commercial and industrial (C&I) applications, accounting for over 90% of the total. Newly installed capacity in commercial and industrial scenarios reached 376.63 MW / 828.85 MWh, up +115% / +131% year-on-year.

All newly commissioned projects adopted electrochemical energy storage technologies, among which the installed power scale of lithium iron phosphate (LFP) battery technology accounted for 98.7%. Regarding non-lithium technologies, two all-vanadium flow battery energy storage projects and one solid-state lead battery energy storage project were commissioned, with an average storage duration of 4.19 hours.

Figure 2: Application Distribution of Newly Commissioned User-Side New Energy Storage Projects in August 2025 (MW%)


Data Source: CNESA DataLink Global Energy Storage Database

https://www.esresearch.com.cn/

Note: “Commercial and Industrial” includes industrial districts, industrial parks and commercial buildings; “Others” include EV charging stations, municipal districts, and oil fields in mining areas.

 

02. Regional Distribution: Guangdong Accounts for 35% of Newly Installed Capacity

 

In terms of regional distribution, newly commissioned projects in August were mainly concentrated in 14 provinces, including Guangdong, Sichuan, Jiangsu, Anhui, and Zhejiang. By project count, the East China region accounted for half of the new projects nationwide, holding the largest market share. Jiangsu led the country with over one-fifth of the total project count.

By installed capacity, Guangdong had the largest increase, representing 35% of the national total, followed by Sichuan. In August, in Shenzhen’s Guangming District, Guangdong, newly upgraded user-side energy storage projects connected to virtual power plants were eligible for grants of up to 1 million yuan, equivalent to 20% of the actual retrofit investment. The municipal government of Guangzhou City, Guangdong Province, has launched the application of municipal-level virtual power plants, with annual municipal financial incentives of up to 10 million yuan.

Figure 3: Provincial Distribution of Newly Commissioned User-Side New Energy Storage Projects in China, August 2025

Data Source: CNESA DataLink Global Energy Storage Database 

https://www.esresearch.com.cn/

Note: Data provided by provincial grid companies, compiled and analyzed by CNESA.

 

Based on filed projects, the user-side market maintained a low-growth trend. Traditional user-side energy storage markets in Zhejiang, Guangdong, and Jiangsu showed insufficient growth momentum, while user-side projects in Jiangsu overly pursued large-scale operations. In these three provinces, over 620 newly filed user-side energy storage projects were recorded, representing a 32% YoY decline.

In Zhejiang, both the number of projects and energy capacity decreased year-on-year by 38% and 34%, respectively. In Guangdong, the number of filed projects remained stable compared with the same period last year, while energy capacity fell by 6% year-on-year. Jiangsu saw the largest decline in project count at -50% year-on-year, but its energy capacity increased sharply by +341% year-on-year.

User-side energy storage projects in Jiangsu are increasingly “moving toward large-scale”. For example, in the Xinyi Economic Development Zone industrial park in Jiangsu province, 350 MW / 700 MWh user-side projects and other projects above the 100 MW scale accounted for over 10% of total projects, showing a substantial increase compared with the same period last year. Projects above the 100 MW scale collectively represented 40% of the newly filed capacity in Jiangsu for August.

Figure 4: Monthly Distribution of Newly Filed Energy Storage Project Capacity in Zhejiang, Guangdong, and Jiangsu (Jan.-Aug. 2025)

Data Source: CNESA DataLink Global Energy Storage Database 

https://www.esresearch.com.cn/


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