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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No. 20,000! China’s Largest V2G Demonstration Project Completed

China’s largest V2G microgrid demo project and GAC’s 20,000th charging pile are now put into operation. As the first centralized 10kV V2G system in China, the project enables EVs (electric vehicles) to interact with the grid and earn revenue.

On Sep. 26, the launch ceremony for China’s largest V2G microgrid project and GAC (Guangzhou Automobile Group Co., Ltd.)’s 20,000th charging pile was held at the GAC Aion Park. Reportedly, this newly implemented V2G microgrid project is not only the largest V2G demonstration project in China, but also the first centralized V2G system integration project to achieve 10kV medium-voltage grid connection.

V2G (“Vehicle-to-Grid”), also known as “vehicle-grid interaction”, enables bidirectional energy exchange between electric vehicles and the power grid. In April this year, 124 V2G microgrid energy stations at the GAC Aion Park was successfully included in China’s first batch of approved vehicle-grid interaction demonstration projects, laying a solid foundation for this large-scale implementation. With the future expansion of the industry, electric vehicles equipped with V2G capabilities are expected to gain price-differential revenue by participating in grid charging and discharging. Since its launch, the V2G Demonstration Center of the GAC Group has offered users a discharge reward of 3 RMB/kWh during the pilot phase.

Focusing on the growing demand in integrated energy fields such as V2G, the 14th Energy Storage International Conference and Expo (ESIE 2026) will build upon the smart energy ecosystem of “wind-solar-electricity-hydrogen” and center on integrated energy application scenarios such as V2G (vehicle-grid interaction) and PV-storage-charging integrated stations, connecting upstream and downstream industry resources and creating a one-stop industry platform that combines “technology showcases, policy insights and market connections” to facilitate full-spectrum collaboration and communication.

ESIE 2026 will invite representatives from national energy authorities, power grid enterprises, charging and swapping infrastructure providers, and research institutions to discuss key topics including industry ecosystem, business models, international expansion and technological innovation of the charging and swapping industry. Leading companies such as Star Charge, Bull Group, Gresgying, UUGreenPower, Xinling Electrical, and Tonhe Electronics will showcase their latest charging pile products, services, and technologies, demonstrating industry innovation and helping participants grasp the pulse of the charging and swapping sector’s development.


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Investment of 98.8 Billion RMB! Supporting Energy Storage of 5 GWh! Inner Mongolia’s “Desert-Gobi-Arid” Wind and Solar Power Base in China Commences Construction

On Sep. 29, construction officially began on the large-scale new energy base in the central and northern areas of the Kubuqi Desert, Inner Mongolia, China, which is scheduled to be completed and put into operation by the end of 2027.

On the morning of Sep. 29, construction officially began on the large-scale new energy base in the central and northern areas of the Kubuqi Desert, Inner Mongolia, China. This project marks the first 10-million-kilowatt-level “Desert-Gobi-Arid” wind and solar power base in Inner Mongolia to fully commence construction.

With a total investment of 98.8 billion RMB, the project plans to build 8 million kW of photovoltaic capacity and 4 million kW of wind power, supported by 4 million kW of coal power and 5 kWh of new-type energy storage.

At the same time, a supporting ultra-high-voltage (UHV) power transmission line -- the “Ordos, Inner Mongolia to Cangzhou, Hebei” project -- is being constructed, of which the total designed length is 699 km and the voltage level is ±800 kV.

The base is scheduled to be completed and put into operation by the end of 2027. Once operational, it will deliver approximately 36 billion kWh of electricity annually to the North China power grid centered around the Beijing-Tianjin-Hebei region, with renewable energy accounting for about 60% of the total. Each year, it is expected to reduce standard coal consumption by around 6.4 million tons and cut carbon dioxide emissions by about 16 million tons, strongly promoting the green transformation of the North China energy structure, advancing energy conservation and emission reduction, and further enhancing the cross-regional optimal allocation of high-quality power resources.

As the largest “Desert-Gobi-Arid” wind and solar power base planned under China’s 14th Five-Year Plan, the Kubuqi Desert Base has already built 13.06 million kW of new energy capacity. Through pioneering the “photovoltaics + desertification control” model, about 300,000 mu (roughly 20,000 hectares) of desertified land in the Kubuqi Desert has been effectively rehabilitated.

As of now, the Inner Mongolia Autonomous Region has received approval for construction of six large-scale “Desert-Gobi-Arid” wind and solar power bases, with a planned total new energy installed capacity of 72 million kW. Once completed, these bases will transmit about 216 billion kWh of electricity annually to the North China, East China, and Central China power grids, with green electricity accounting for roughly 60% of the total. This will help reduce standard coal consumption by approximately 38.4 million tons and cut carbon dioxide emissions by nearly 100 million tons. At the same time, the projects will contribute to the ecological restoration of millions mu (hundreds of thousands of hectares) of desertified land in the Kubuqi, Ulan Buh, and Tengger Deserts, achieving an integrated approach that combines desert ecosystem rehabilitation with the green transformation of the energy structure.


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Trina Solar’s 2 GWh Energy Storage Project in Australia Gains Approval

Recently, the 500 MW / 2,000 MWh (2 GWh) battery energy storage system (BESS) project developed by Trina Solarhas passed fast-track approval under the Victorian Labor Government’s Development Facilitation Program. The project, with a total investment of AUD 453 million (approximately RMB 2.18 billion), is expected to be completed by the end of 2027. Once operational, it will provide Victoria with cleaner and more cost-effective energy.

The 500 MW energy storage project is located near a high-voltage substation in northeastern Victoria. The system will store low-cost renewable energy during the day and feed power back to the grid during peak demand hours. It is estimated that the system will supply enough electricity annually to meet the needs of 172,000 households, while also creating approximately 86 local jobs.

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The Largest User-Side Energy Storage Power Station in Jiangsu Province Successfully Connected to the Grid

On September 18, the largest user-side energy storage power station in Jiangsu Province — a 240 MWh user-side energy storage project at Jiangsu Jingjiang Special Steel Co., Ltd. — was officially connected to the grid.

Jingjiang Special Steel Plant

Jingjiang Special Steel Plant

The project, located within Jiangsu Jingjiang Special Steel Co., Ltd., adopts grid-forming energy storage technology, featuring flexible operation, rapid start-up, and significant dynamic benefits. It can enhance the stability of the power system. According to estimates, when operating at full capacity, it can deliver 120 MW of power output and store 240 MWh of electricity, equivalent to meeting the daily electricity demand of 30,000 households.This energy storage station, together with other operational projects in Jiangsu — such as those at New Yangzi Shipbuilding and Changqiang Iron & Steel — will create a cluster effect, raising the total user-side energy storage capacity in Jiangsu to 157.2 MW.

 

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Sep.25, 2025 | President Xi Jinping Announces Major Energy Target: Wind and Solar Power Capacity to Reach 3.6 Billion kW by 2035

Wednesday, September 24, 2025,Chinese President Xi Jinping delivered a video address at the United Nations Climate Change Summit.

Xi noted that this year marks both the 10th anniversary of the Paris Agreement and a crucial moment for submitting a new round of Nationally Determined Contributions (NDCs), with global climate governance entering a critical stage.

He stressed three key points:

1. Strengthening confidence. Green and low-carbon transformation is the trend of the times. Despite some countries moving against the tide, the international community should stay on the right course, remain unwavering in confidence, continue action, and maintain strong momentum, injecting more positive energy into global climate cooperation through the formulation and implementation of NDCs.

2. Taking responsibility. Fairness and equity must be upheld, with full respect for the development rights of developing countries. The global green transition should help narrow, not widen, the North-South gap. All countries should adhere to the principle of common but differentiated responsibilities. Developed countries must fulfill their obligation to take the lead in emissions reduction and provide greater financial and technological support to developing countries.

3. Deepening cooperation. International collaboration in green technology and industry should be strengthened to fill the gap in green capacity, ensure the free flow of high-quality green products worldwide, and allow green development to truly benefit every part of the world.

President Xi announced China’s new round of NDC commitments:

• By 2035, China’s net greenhouse gas emissions across the entire economy will fall by 7%–10% from peak levels, with efforts to achieve even deeper cuts.

• Non-fossil energy will account for over 30% of total energy consumption.

• Total installed capacity of wind and solar power will exceed six times the 2020 level, aiming to reach 3.6 billion kW.

• Forest stock volume will surpass 24 billion cubic meters.

• New energy vehicles (NEVs) will become the mainstream of new car sales.

• The national carbon emissions trading market will cover all major high-emission industries.

• A climate-resilient society will be basically established.

On September 24, President Xi Jinping delivered a video address at the United Nations Climate Change Summit. (Photo by Huang Jingwen, Xinhua News Agency)

Xi emphasized that these targets were formulated with maximum effort in line with the requirements of the Paris Agreement. Achieving them will require tremendous domestic efforts as well as a favorable and open international environment. China has the determination and confidence to deliver on its promises. He called on all parties to take active steps to realize the vision of harmony between humanity and nature and safeguard the shared home of our planet.

Aug. 2025 | New Energy Storage Installations: Reached 2.9 GW/7.97 GWh; Power-Side Base Projects Record 285%/354% YoY Growth

The China Energy Storage Alliance has always adhered to standardized, timely, and comprehensive information collection criteria, continuously tracking the dynamics of energy storage projects. Relying on the solid data accumulated over the long term and in-depth professional analysis, the alliance regularly publishes objective market analysis articles on energy storage installations, providing industry peers with valuable market decision-making references. Since June 2025, the monthly energy storage project analysis has been refined into two sections: 'Generation-Grid Market' and 'User-Side Market.' This issue focuses on the analysis of the Source-Grid Market in August.


Overall Analysis of New Energy Storage Projects of August

According to incomplete statistics from CNESA, in August 2025, the newly commissioned installed capacity of new energy storage projects in China totaled 2.90 GW/7.97 GWh, a year-on-year increase of +30%/+43%, and a month-on-month decrease of -11%/-10%. The newly installed capacity continued to decline in August, but the month-on-month decrease was smaller than the same period last year.

Figure 1: Newly Installed Capacity of New Energy Storage Projects in China from January to August 2025

Data Source: CNESA DataLink Global Energy Storage Database [https://www.esresearch.com.cn/](https://www.esresearch.com.cn/)

Note: Year-on-year (YoY) compares with the same period in the previous year; month-on-month (MoM) compares with the previous adjacent statistical period.


Analysis of New Energy Storage Projects on the Generation-Grid Side

In August, newly added grid-side energy storage installations reached 2.50GW/7.08GWh, representing a 22%/36% year-on-year increase but a 17%/15% month-on-month decline. The grid-side new energy storage projects demonstrated the following characteristics:

Independent energy storage accounted for more than half of the total newly added capacity.

• In August, newly added independent energy storage installations totaled 1.39GW/3.98GWh, marking a 21%/12% year-on-year decrease. Projects with a capacity of 100MW and above represented 88% of the total. Newly added power-side installations reached 1.10GW/3.09GWh, showing a 285%/354% year-on-year surge. These projects covered a wide range of application scenarios, including large-scale energy bases, integrated generation-grid-load-storage projects, solar-storage integration, ultra-high-voltage (UHV) DC supporting projects, and desertification control initiatives.Among these, projects with capacities of 100MW and above accounted for 38%, an increase of 25 percentage points compared with July.

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

Data Source: CNESA DataLink Global Energy Storage Database [https://www.esresearch.com.cn/](https://www.esresearch.com.cn/)

Note: "Other" includes distribution network side and transformer station energy storage.


Figure 3: Distribution of Subdivided Application Scenarios for Newly Commissioned New Energy and Storage Projects in August 2025 (MW%)

Data Source: CNESA DataLink Global Energy Storage Database [https://www.esresearch.com.cn/](https://www.esresearch.com.cn/)


Northwest Region Accounts for 65% of New Installations, Xinjiang Leads in Scale

In August, newly added grid-side installations in Xinjiang exceeded 0.8GW, with independent energy storage accounting for 68%. As a key national energy base, Xinjiang’s new energy capacity has continued to expand rapidly. According to State Grid Xinjiang Electric Power, by the end of July the total installed capacity of the Xinjiang power grid had reached 219 million kW, of which 128 million kW came from new energy, accounting for about 60%. This represented an increase of around 10 percentage points compared with the same period last year, further driving the sustained growth in demand for grid-side new energy storage installations.

In addition, on July 11, 2025, Xinjiang issued detailed rules for ancillary services, allowing independent energy storage to generate revenue through peak shaving, frequency regulation, and reserve services, thereby expanding income sources. Starting from August 1, 2025, independent energy storage enterprises in Xinjiang, which had previously only been allowed to participate in monthly bilateral transactions, were permitted to take part in provincial medium- and long-term transactions with cycles of annual, monthly, and multi-day trading, including bilateral negotiated trading, centralized bidding, and rolling matching mechanisms. These changes have made trading methods more flexible.

Moreover, Xinjiang’s high curtailment rates have also been a major driver of the rapid increase in new energy storage installations. According to data from the National Renewable Energy Consumption Monitoring and Early Warning Center, in the first half of 2025, Xinjiang’s wind curtailment rate reached 10.1%, and the solar curtailment rate reached 12.9%, both falling below the national red line requiring 90% utilization of renewable energy.


Figure 4: Distribution of New Energy Storage Projects on the Source Network Side in China's Provinces in August 2025

Data source: CNESA DataLink Global Energy Storage Database

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


More Than Half of New Installations Attributed to the ‘Big Five and Little Six’

From the perspective of project owners, power generation groups such as Huadian, China Three Gorges, and China National Nuclear Corporation (CNNC) — collectively known as the “Big Five and Little Six” — accounted for more than half of the newly added installation market share. Among them, Huadian held the largest market share, with key projects such as the Huadian Xinjiang Changji Mulei Kaisheng Wind-Solar-Storage Base and the Urumqi Photovoltaic Base 1GW/4GWh Independent New Energy Storage Demonstration Project achieving phased grid connection.

In addition, state-owned enterprises including Aluminum Corporation of China (CHALCO), China Green Development Group, and various local energy groups together represented 38% of the market share, underscoring the comprehensive advantages of large-scale energy enterprises in investment scale, construction coordination, and operational managementof energy storage projects.

Figure 5 :Distribution of owners of new energy storage projects on the grid side of newly added operating sources in China in August 2025 (MW%)

Data source: CNESA DataLink Global Energy Storage Database https://www.esresearch.com.cn/



Average Storage Duration Up 12% YoY, Core Function Shifts to Long-Duration Supply Security.

Since May this year, the average storage duration of grid-side projects has exceeded the levels of the same period last year each month. In August, the average storage duration reached 2.84 hours, representing a 12% year-on-year increase.

Among the regions, Xinjiang recorded the longest average duration, at around 4.0 hours. This is mainly due to the seasonal mismatch between new energy generation and grid demand: Xinjiang’s renewable output is typically high in spring and autumn but low in summer and winter, while grid load is highest in summer and winter. Additionally, within a single day, there is a sharp contrast between midday peaks in wind and solar output and morning/evening peaks in electricity demand. Combined with the fact that large energy bases are located far from load centers, this results in significant spatial and temporal mismatches between renewable output and demand, driving higher requirements for storage system duration.

Qinghai followed with an average of 2.7 hours, while other provinces maintained an average storage duration of around 2 hours.


The average storage duration of generation-grid-side projects increased by 12% year-on-year, with the core function of energy storage shifting toward long-duration supply security.

Since May this year, the monthly average storage duration of generation-grid-side projects has consistently exceeded that of the same period last year. In August, the average storage duration reached 2.84 hours, representing a 12% year-on-year increase. Among provinces, Xinjiang recorded the longest average storage duration, at around 4.0 hours. This is primarily due to the mismatch between the seasonal characteristics of Xinjiang’s renewable generation—“large in spring and autumn, small in winter and summer”—and the grid’s demand profile of “higher loads in summer and winter.” In addition, the pronounced intra-day contradiction between midday renewable peaks and morning/evening load peaks, coupled with the long distance between energy bases and load centers, highlights the issue of spatiotemporal mismatch between renewable output and load demand, resulting in higher requirements for storage duration. Qinghai ranked second, with an average of 2.7 hours, while other provinces generally averaged 2 hours.


Acceleration in Deployment of Non-Lithium Technologies

From a technology perspective, in August, all newly commissioned generation-grid-side storage projects adopted lithium iron phosphate (LFP) battery technology. Furthermore, grid-forming storage systems achieved gigawatt-hour–scale demonstration applications again in large-base projects, with a total station capacity of 1.05 GWh.

On the planning and construction side, the deployment of non-lithium technologies such as compressed air energy storage (CAES) and hybrid storage is accelerating. In CAES, construction has begun on the 300 MW advanced CAES project at Longquanshan, Yueyang, Hunan, as well as the 400 MW/1600 MWh artificial-cavern CAES project in Yongchuan District, Chongqing.In hybrid storage, projects under construction include a comprehensive demonstration project that integrates five technologies—lithium iron phosphate batteries, sodium-ion batteries, solid-state batteries, supercapacitors, and organic aqueous batteries—as well as a hybrid storage plant combining flywheels and lithium iron phosphate batteries for joint frequency regulation.

Figure 6: Technical distribution of new energy storage projects under construction on the source network side in China in August 2025 (unit: MW%)

Data source: CNESA DataLink Global Energy Storage Database

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

The World’s First 600Ah+ Large Energy Storage Battery Project Successfully Delivers Power

On 8 September, the world's first 400MWh energy storage power station based on 628Ah large energy storage batteries achieved successful one-time power delivery.

Located in Lingxiu County, Shijiazhuang, east of the Taihang Mountains, the 200MW/400MWh stand-alone energy storage station has officially begun operation. This marks the world's first large-scale deployment of a 600Ah+ large energy storage battery in a 100MWh project, signifying that the energy storage industry has entered the era of “2 kWh per battery cell”.

Storage project at Hebei, with EVE 628Ah+ Cell

Large batteries are widely regarded as the key pathway to reducing the levelized cost of storage (LCOS). By increasing single-cell capacity and reducing system integration complexity, these batteries can significantly lower the total lifecycle cost of energy storage systems. In 2024, global energy storage shipments surpassed 300 GWh, marking the final sprint before the industry enters the TWh era. As policy subsidies gradually phase out, market competition now increasingly depends on technological strength and product performance.

EVE Energy has achieved three major technological leaps in the large energy storage battery sector - from concept unveiling to mass production and pioneering engineering applications - driving the industry into a new phase of high-quality development fueled by innovation. In October 2022, the company introduced the LF560K concept large energy storage battery, ushering in the “500Ah+” era. In January 2024, it globally premiered the 628Ah “Mr. Big” large energy storage battery, achieving a single-cell energy capacity exceeding 2 kWh. By September 2025, EVE commissioned the world’s first 400MWh-scale power station using these batteries, transitioning from lab to grid in just 20 months.

The value of large energy storage batteries is backed by solid data. Operational data from the Jingmen demonstration project in Hubei Province showed system energy efficiency consistently above 95.5%, while maintenance components were reduced by 50% and operational costs lowered by 30%. In July 2025, EVE’s 600Ah+ battery became the world’s first to be fully certified under China's new national standards. The following month, the company secured a 154MWh order from China Electrical Equipment Group - the world’s first commercial order for 600Ah+ large energy storage batteries.

Behind this technological leadership lies EVE’s philosophy of “long-termism”. Chairman Liu Jincheng emphasizes, “A battery is a living entity. We approach each one with reverence, ensuring every cell is crafted to perfection.” This reverence for technology is reflected in the company's sustained R&D investment: the company’s sustained R&D commitment is reflected in its team of over 6,000 researchers, cumulative R&D investment exceeding RMB 10 billion since 2020, more than 10,000 patents, and involvement in 25 national-level projects. At its 60GWh super factory in Jingmen, extreme manufacturing principles enable production of 1.5 batteries per second with defect rates controlled at the PPB level, ensuring exceptional consistency and reliability.

With production bases advancing in Malaysia and Hungary, EVE Energy continues to optimize its global capacity layout. The company aims to reach 328GWh production capacity by 2027, supporting the worldwide energy transition. It has established deep partnerships with leading enterprises such as State Grid, China Southern Power Grid, Huaneng, Huawei, and Sungrow, while also making breakthroughs in overseas markets including Australia.

Industry analysis indicates that the first half of 2026 will witness a concentrated release of 500Ah+ batteries. Through its Lingshou project, EVE Energy demonstrates that large batteries are not a future concept but an ongoing reality. The deployment of this world-first 600Ah+ energy storage power station is not only a technological milestone but also an industry signal: the era of large batteries for energy storage has arrived.


CENSA Upcoming Events:

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2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

Register Now to attend, free before Oct 31, 2025.

Read more: https://en.cnesa.org/new-events-1/2026/4/1/apr-1-apr3-the-14th-energy-storage-international-exhibition-amp-expo