CNESA Admin

November 26, 2025

International Markets

Germany BESS ‘Firsts’: Integrated Software, Multi-Party Optimisation, Privileged Permitting

CNESA Admin

November 26, 2025

International Markets

Source: Energy Storage News

Germany BESS ‘firsts’: Integrated software, multi-party optimisation, privileged permitting

A week of claimed first-of-their-kind advances in Germany’s BESS market, including the combination of monitoring, diagnostics and energy trading on one platform, an optimisation deal allowing multiple companies to trade one asset virtually, and a law change accelerating permitting.

In summary:

· Investor Dynamic is deploying a BESS where digital monitoring, battery analytics and diagnostics, and energy trading are combined into one single, coordinated system: an industry-first according to the analytics provider Volytica

· Optimisation platform Terralayr has enabled three optimisers – Entrix, Suena and The Mobility House – to virtually trade portions of one single BESS asset

· The German Federal Parliament (Bundestag) has passed a law simplifying the development of energy storage projects, and expressly granting them privileged status

Dynamic’s Tangermünde project’s ‘first-of-its-kind’ integration

Investor Dynamic has partnered with digital monitoring and asset management solutions firm Amperecloud, battery analytics and diagnostics provider Volytica and optimiser Enspired for a 15.8MW/32MWh battery energy storage system (BESS) in Tangermünde, Saxony-Anhalt.

Volytica said it is the first project to “…combine monitoring, battery diagnostics, and energy trading into a single, coordinated system. These features are integrated to simplify operations and ensure competitiveness in today’s energy market”.

The analytics provider said the initiative addresses the common BESS industry challenge of fragmented digital tools for operational control, battery condition monitoring, and commercial optimisation. By integrating their platforms, the partners aim to enable continuous, data-driven system management, from performance monitoring to market participation, it said.

A spokesperson for Volytica said that, normally, you have individual software tools for asset management to operate and maintain the BESS, one tool for trading, one tool to access BMS data and one tool for analytics and monitoring, with no connection between providers.

Volytica CEO Claudius Jehle posted in more detail on his LinkedIn about the concept when Volytica announced the project.

The spokesperson said the integrated approach saves time and money, improves efficiency and competitiveness, and erases blind spots and increase transparency.

The project appears to already be operational, with a photo provided showing BESS units from Trina Storage, though the release did not refer to this.

Terralayr’s multi-optimiser BESS arrangement

BESS optimisation and virtual aggregation platform Terralayr has also claimed an industry-first, software-related asset management breakthrough.

It said its latest commercialisation model creates the “world’s first, risk-adjusted portfolio-effect for storage operators”.

The firm’s virtualisation set up allows multiple optimisers to trade a slice of one or multiple physical assets. The solution is live on Terralayr’s assets, will be rolled out to all future ones as well and available to asset owners in Germany.

Every asset owner has one contract per physical asset and that asset would be disaggregated into virtual batteries. Each virtual battery is then optimised by one different optimiser. As a result, one physical asset is optimised by multiple optimisers in parallel, a spokesperson explained.

A hypothetical arranagement is visualised in the infographic the firm provided below, with the BESS sliced into three virtual assets, 50MW each for Entrix and Suena and 100MW for The Mobility House (for example).

The model is called ‘Enhanced Trading of Flexibility – ETF’, and Terralayr claimed that it drives market efficiency, lowers revenue volatility, and creates a more stable risk-return profile for operators.

It also described an additional benefit called the “netting-off effects”, which regularly occurs when optimisers’ dispatch schedules offset each other, saving battery cycles and reducing degradation.

Terralayr’s platform bundles all optimiser dispatch and ancillary service signals and allocates them to the physical asset, while guaranteeing adherence to all technical restrictions and manufacturer specifications.

The firm launched in 2022, and has onboarded big-name energy firms in Germany including RWE and Vattenfall to its virtual BESS aggregation and optimisation platform as offtakers. Terralayr is deploying its own, smaller grid-scale BESS projects, at least partially to provide capacity for, and prove out, its platform.

Parliament in Germany adopts faster permitting for storage

In related BESS industry news, the German Federal Parliament (Bundestag) passed an amendment to the Energy Industry Act and the Federal Building Code which significantly simplifies the development of energy storage projects, law firm Evershed Sutherlands said in a note.

In a nutshell, the reform elevates legal certainty regarding the privileged treatment of thermal storage facilities, hydrogen storage facilities, and large-scale BESS in outside areas (Außenbereich), the firm explained: such projects are now expressly granted privileged status. The reform aims to accelerate energy storage permitting and deployment.

It creates a major simplification of future permit procedures, whereas previously energy storage was subject to considerable legal uncertainty.

Most grid-scale development in Germany is currently focused around projects that will come online before August 2028, when a three-year exemption from grid fees for charging and discharging ends. The government is discussing a more long-term solution, but whether this new change will benefit projects that can be deployed within the next three years is unclear.

(By Cameron Murray)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 25, 2025

Industry Analysis

NVIDIA's 800V Architecture Reshapes AI Data Centers: 31 Core Industry Chain Companies Unveiled

CNESA Admin

November 25, 2025

Industry Analysis

Source: CNESA

“How big is AI's appetite? The power consumption of a large AI data center is comparable to that of a small-to-medium-sized city. More challenging is its power usage pattern, which is like a ‘roller coaster’: one moment it computes at full capacity, and power spikes to its peak; the next moment it exchanges data, and power consumption drops sharply.” Such drastic fluctuations overwhelm traditional power grids and backup power sources represented by UPS (Uninterruptible Power Supply).

Against this backdrop, NVIDIA's recently released 800V DC architecture white paper has significance beyond a simple technical upgrade. It explicitly proposes a key requirement for future AI data centers: the integration of advanced energy storage systems capable of fast response, instantaneous charge/discharge, and intelligent scheduling. This forward-looking guidance signals that the energy storage industry is poised for an AI-driven explosive growth opportunity.

The Energy Bottleneck of Computing Power and Architectural

Breakthroughs

To address this challenge, industry leaders led by NVIDIA have laid out a clear vision, outlining a “three-step” evolution roadmap for the entire sector, aiming to steadily move toward the ultimate 800V DC architecture.

The first step is a transitional solution, innovatively adopting a “side-mounted power cabinet” to physically separate power modules from the core computing area.

The second step, the mid-term solution, promotes the architecture from “distributed” toward “centralized.”

The third step, the ultimate solution, uses SST to achieve a “one-step” conversion from the grid's 10kV medium-voltage AC to 800V DC.

To enable this new architecture to effectively handle power fluctuations, “hybrid energy storage” becomes an inevitable technical core. By organically combining supercapacitors (responding to millisecond-level surges), high-rate batteries (addressing second-to-minute demands), and large-scale energy storage systems, it forms a multi-layered, fast-response backup power system.

However, the new architecture also raises the technical threshold comprehensively.

Traditional silicon-based power chips, like inefficient old engines, can no longer meet the stringent requirements of 800V high voltage. Consequently, third-generation semiconductors represented by silicon carbide (SiC) and gallium nitride (GaN) have emerged.

In this new architecture, SiC acts as the “strongman,” stabilizing high-voltage conversion of tens of thousands of volts in components such as solid-state transformers (SST), while GaN, like a “sprinter,” delivers precise low-voltage power to GPUs inside servers at extremely high speed. They are not just a performance upgrade but the cornerstone enabling the entire new architecture.

The ultimate form of this technological revolution is embodied in the disruptive product, the solid-state transformer (SST). It uses a “high-speed direct route” approach to efficiently convert medium-voltage grid power directly into 800V DC required by data centers, eliminating energy losses from multiple intermediate conversions, saving tens of millions of kWh annually for a large data center.

Under light load, SST efficiency is 5% higher than traditional transformers

Meanwhile, SST replaces heavy copper coils with advanced chips, achieving “silicon in, copper out,” reducing the power supply system footprint by more than half and freeing valuable space for core computing equipment. More importantly, it functions as an intelligent “energy router,” seamlessly integrating photovoltaics, energy storage, and other new energy sources, becoming an indispensable intelligent core for building future AI factories.

Technological and product transformation will ultimately lead to a reshaping of business models. Future competition will no longer be a battle of hardware parameters but a contest of “intelligence,” with suppliers required to evolve into solution providers “understanding computing power.”

This means energy systems must have predictive capabilities, anticipating computing load changes and proactively scheduling resources; simultaneously, they must coordinate intelligently, directing supercapacitors, batteries, and other energy storage units to work efficiently together.

In this transformation, true value is shifting from hardware itself to the control algorithms and software behind it. Future winners will no longer be mere equipment manufacturers but service providers capable of delivering integrated hardware-software intelligent energy solutions.

The Blue Ocean Emerges: “Consensus and Competition” in a

Trillion-Yuan Track

With the surge in computing power and data center energy demand, relevant companies in the energy storage industry chain have actively responded, and a strategic competition over technical routes and market positioning has fully unfolded. From UPS suppliers to thermal management solution providers to energy storage system integrators, numerous market participants are showcasing their core technologies and solutions, forming a vibrant competitive landscape. The following outlines the main market players in this field.

1. Sungrow Power: A leading new energy company entering the AI data center power foundation

As a global leader in PV inverters and energy storage, Sungrow is actively deploying AI data center power solutions. In May 2025, the company announced the establishment of the AIDC division, with related products expected in 2026. The team is positioned at a high starting point, focusing on overseas markets, planning comprehensive solutions including cabinet power, high-voltage side, and low-voltage side DC microgrid solutions.

2. Huawei: A system-level player building AI data centers with full-stack energy digital capabilities

Huawei places great emphasis on future data center trends. In January 2024, it released the Top 10 Trends of Data Center Facility 2024 White Paper, proposing that future data centers should achieve three features: “safe and reliable, ultra-simple integration, low-carbon and green.” Huawei, alongside Schneider and Emerson, is a leading domestic company in data center power distribution, emphasizing high integration and green transformation.

3. Kehua Data: Pioneer in self-built data centers and HVDC solutions

As a leading domestic and the world's fourth-largest modular UPS supplier, Kehua Data focuses on data centers. In China, it has independently built more than 20 data centers, and its efficient liquid cooling, UPS, and power distribution products are deeply adopted by top clients such as Tencent Yangtze River Delta data center, ByteDance data center, and Alibaba Cloud.

4. Shuangdeng Group: The “invisible champion” of data center energy storage

As one of China's earliest companies in communication and data center energy storage, Sundeng is hailed as an “invisible champion.” According to the China Energy Storage Alliance (CNESA) ranking, the company topped the 2024 global market for base station/data center battery shipments.

5. ZTT: Empowering AI data center infrastructure with “communication + power” dual engines

Focused on lithium battery energy storage systems, ZhongTian Energy Storage Technology Co., Ltd. aims to fully develop in communication and power energy storage. Its products are widely used in new energy vehicles, communication backends, and grid-side energy storage systems. Annual capacity has reached billions of ampere-hours, with investment in a top domestic lithium battery R&D center, laying the foundation for integrated product R&D and application.

6. Narada Power: Deep development in energy storage technology, winning overseas AI projects

With over 30 years of energy storage expertise, Zhejiang Narada Power Source Co., Ltd. ranked second in the 2024 global base station/data center battery shipment ranking. In October 2025, it successfully won a lithium battery storage project for a massive AI data center campus in Texas, USA. Its self-developed high-voltage, high-power lithium-ion backup power system is containerized, high-rate, and capable of evolving to HVDC, gradually applied in global top data center projects.

7. Hithium Energy Storage: Dedicated energy storage solutions for AI data centers

Specializing in long-duration and high-density storage, Xiamen Hithium Energy Storage Technology Co., Ltd. launched a comprehensive energy storage solution for AI data centers at the U.S. data center exhibition in September 2025.

8. Potisegde: Focused practitioner of AIDC intelligent energy solutions

In September 2025, iPotisEdge Co., Ltd. launched a new-generation data center solution overseas, including the PotisBank-L6.25-AC energy storage system and intelligent energy management system (EMS).

9. Ampace: Semi-solid batteries safeguarding data centers

Xiamen Ampace Technology Limited has integrated this battery of high rate and high safety into the latest “PU200” data center power supply and “PR-S4” UPS systems for financial, communication, and other critical backup scenarios, featuring multiple safety measures like liquid detection and cell-level fire prevention.

10. CLOU: Next-generation liquid-cooled storage systems empowering data centers

Shenzhen CLOU Electronics Co. Ltd launched the Aqua-C3.0 Pro liquid-cooled storage system globally in September 2025, providing integrated EMS for cloud-edge collaboration.

11. Hopewind: Core supplier in the 800V HVDC supply chain

As a supplier of power electronics and energy storage systems, Shenzhen Hopewind Electric Corporation Limited plays a significant role in the supply chain of NVIDIA's 800V DC architecture. The company is the key subcontractor for Vertiv's 800V HVDC system, providing cabinet-level power modules and dynamic load adapters.

12. Chint Electrics: “Source-Grid-Load-Storage-Charge” integrated solutions empowering green data centers

As a globally renowned comprehensive service provider in new energy and power intelligence, Zhejiang Chint Electrics Co., Ltd. actively promotes the integration of "source-grid-load-storage-charging" and microgrid technology, offering comprehensive energy solutions for scenarios such as industrial parks and data centers. Its "integrated" microgrid architecture can operate in coordination with DC bus technology to optimize energy from the source.

13. Kstar: Winning overseas national AI data center projects

Shenzhen Kstar Science & Technology Co.,Ltd is a leading domestic provider of UPS and energy storage overall solutions. Recently, it successfully won the bid for the National AI Data Center project in Malaysia with its independently developed high-power VRLA lead-acid battery system.

14. Vertiv: Global leader in critical data center infrastructure

As a leading global provider of critical infrastructure, Vertiv Group Corp. closely collaborates with industry partners such as NVIDIA to drive the upgrade of power architectures in AI data centers. The company announced in October 2025 the plan to launch a complete 800V DC (HVDC) product line in 2026 to support NVIDIA's Rubin Ultra platform.

15. Delta Electronics: Author of the 800V DC technical white paper

As a global leader in power supply and cooling solutions, Delta Electronics, Inc. is one of the key power module suppliers in NVIDIA's 800VDC ecosystem. Delta Electronics co-developed the “Panama” medium-voltage DC power solution with Alibaba and released China's first Data Center 800V DC Power Technology White Paper.

16. Eaton: New 800V DC reference architecture for AI data centers

As a global intelligent power management company, Eaton Corporation plc closely collaborated with NVIDIA to launch a brand-new 800V DC reference architecture for AI data centers in October 2025. This solution integrates innovative technologies such as supercapacitors as fast backup power and bus distribution supporting the Open Rack V3 standard.

17. Shenzhen Center Power Tech. Co., Ltd.: Full-range backup power solutions

Shenzhen Center Power Tech. Co., Ltd. has clearly identified data center UPS as its core strategic direction and launched the "REVO 3.0" AI computing center backup power solution that supports 5 to 60 minutes of backup power.

In March 2025, the company provided over 14,000 high-power VRLA lead-acid batteries (model HFS12-710WS) for the second phase of the Shanghai Songjiang Big Data Computing Center project, meeting the backup power demand of this ultra-large-scale autonomous computing infrastructure for up to tens of minutes.

18. Shenzhen Sinexcel Electric Co., Ltd.: Power quality expert for HVDC systems

Shenzhen Sinexcel Electric Co., Ltd. is a provider of core equipment for the energy Internet, specializing in power electronics and power quality management. In 800V DC and HVDC scenarios, its active power filter (APF) and static reactive power generator (SVG) can smooth out harmonics and voltage fluctuations. The company has reached a cooperation with Vertiv to provide a corresponding power quality solution for its HVDC power supply system.

19. JST: Leading SST exporter

As a global supplier of power equipment, JST Power Equipment not only has the delivery capacity for medium and low voltage switch cabinets, transformers and other products, but also has successfully independently developed a 10kV/2.4MW solid-state transformer (SST) prototype specially designed for 800V DC power supply architecture, and is actively promoting customer certification.

20. VNET: Nasdaq-listed IDC cornerstone and green computing pioneer

As the first third-party neutral data center operator in China to be listed on the Nasdaq in the United States, VNET Group is one of the pioneers of China's IDC industry. In 2023, the company will fully focus on the coordinated development of "green electricity + computing power". VNET Group operates over 50 data centers and more than 52,000 cabinets in over 30 cities across the country, and focuses on building projects such as the "10GW Green DC" ultra-large-scale intelligent computing base in Ulanqab and the AIDC node in Huailai, Hebei Province.

21. Sinnet: AWS core operator in China and cloud-network integration service provider

As a digital infrastructure integrated service provider listed on the Growth Enterprise Market of the Shenzhen Stock Exchange, Beijing Sinnet Technology Co., Ltd. has over 12 self-built data centers in core regions such as the Beijing-Tianjin-Hebei area and the Yangtze River Delta, with more than 70,000 operational cabinets. It also actively responds to the "East Data West Computing" strategy and is accelerating the layout of large-scale computing power bases in places like Hohhot and Ulanqab in Inner Mongolia.

22. Aofei Data: “PV + IDC” zero-carbon computing explorer

As an important computing power leasing provider for Alibaba Cloud in South China, Guangdong Aofei Data Technology Co., Ltd. promises to provide it with a cumulative total of tens of thousands of PFlops of AI computing power. The company has established over 13 large-scale data centers across the country and completed a private placement of 1.69 billion yuan in the first half of 2025, which was invested in the Langfang Smart Computing Park project.

23. @hub: State-backed green IDC leader

Shanghai @hub Co.,Ltd. has been operating 35 data centers in seven core markets across the country, with a total installed power of 371.1MW. Dataport is renowned for its outstanding technological and operational capabilities. Not only has it provided security guarantees for Alibaba's "Double 11" promotion for 16 consecutive years, but its Heyuan Data center, in collaboration with Alibaba, has also been rated as a "National Green Data Center of 2025" with a PUE of 1.19.

24. Range Technology: Park-level ultra-large-scale AIDC operator

Range Technology Development Co., Ltd. has in-depth cooperation with operators such as China Telecom and China Unicom. We have completed the layout of seven AIDC computing power clusters across the country, with a planned number of 320,000 racks, covering core regions such as the Beijing-Tianjin-Hebei area, the Yangtze River Delta, the Greater Bay Area, the Chengdu-Chongqing region, Gansu and Hainan, and initially established an "integrated computing power center system".

25. Alibaba Cloud: Absolute leader in China's public cloud market

As a core business under Alibaba Group, Alibaba Cloud is not only the largest public cloud service provider in China in terms of market size, but also a leading global provider of cloud infrastructure. Its infrastructure covers 29 regions and 92 availability zones around the world.

26. Tencent Cloud: Global cloud service provider backed by top ecosystem

By the end of 2024, Tencent Cloud's infrastructure had covered 21 regions and 58 availability zones worldwide, and its international business had become a new growth engine. In February 2025, Tencent Cloud announced an investment of 150 million US dollars to build its first Middle East data center in Riyadh, Saudi Arabia, marking an important step in its global layout.

27. TONGFEI: Industrial temperature control crossing over to AIDC liquid cooling

Sanhe Tongfei Refrigeration Co., Ltd. has launched a complete set of solutions covering both plate and immersion liquid cooling, including core products such as CDU, Manifold, outdoor dry coolers, and immersion boxes. The company has successfully expanded its customer base to include Kehua Data and has products for CPU/GPU cooling scenarios. With the surging demand for efficient heat dissipation in AIDC, TONGFEI is expected to transform its advantages in industrial temperature control into a new growth point in the data center field.

28. Envicool: Leader in full-chain liquid cooling solutions

In 2021, Shenzhen Envicool Technology Co., Ltd. was the first to launch the "Coolinside" full-chain liquid cooling solution, covering the entire architecture from CPU/GPU cold plates to coolants. It has provided a large number of highly efficient and energy-saving cooling products for large-scale Internet data centers such as Tencent, Alibaba, and Chindata.

29. Goaland: “Special forces” in data center liquid cooling

In recent years, Guangzhou Goaland Energy Conservation Tech. Co., Ltd. has successfully extended its technological advantages to the data center field and has formed a complete liquid cooling solution covering cold plate and immersion types. Its immersion liquid cooling technology has reached the international advanced level. The company has established stable cooperative relationships with leading enterprises in the industry such as ByteDance, Alibaba, Tencent and GDS.

30. Shenling: “Tech faction” in energy-saving data center environment control

In 2024, the revenue of the company's data services segment increased by 75.4% year-on-year, and new orders from leading clients such as ByteDance, Tencent, and Alibaba nearly doubled. Since 2011, Guangdong Shenling Environmental Systems Co., Ltd. has been engaged in the research and development of liquid cooling technology and holds over 68 related patents. Its technology has been appraised by the Ministry of Industry and Information Technology as being at the "international leading level".

31. Haiwu: Digital energy and critical infrastructure solutions expert

Beijing Haiwu Technology Co., Ltd. is committed to presenting innovative achievements in thermal management across all scenarios, from air cooling to liquid cooling, and from equipment to systems, providing reliable and efficient intelligent temperature control solutions for data centers. Meanwhile, as a director unit of the China Association of Communication Enterprises and a vice chairman unit of the China Association for Engineering Construction Standardization, the company, relying on its profound technological accumulation, provides innovative products and services for the industry to respond to the global demand for low-carbon transformation.

The 2025 China Energy Storage CEO Summit, held on December 4 in Xiamen, Fujian, will set up a “Energy Storage + Data Center” forum, providing an in-depth discussion and precise matching platform for industry peers to seize new market opportunities. Details: 2025 China Energy Storage CEO Summit & The 10th “International Energy Storage Innovation Competition”

Additionally, the upcoming 14th Energy Storage International Conference and Expo (ESIE 2026) will focus on hot scenarios like data centers, with specialized forums, ecosystem salons, and featured matching events, exploring innovative applications and development trends of energy storage technology in data centers.

Looking forward to your attendance!

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 24, 2025

Projects

3,200 MWh New Energy Storage Projects Reach Key Milestones

CNESA Admin

November 24, 2025

Projects

Source: CNESA

Recently, multiple new energy storage projects across China have reached important milestones. In Shandong, Xinjiang, Hebei, Qinghai, and Inner Mongolia, several 100-MW-level projects have either started construction or successfully connected to the grid. Technologies involved include flywheel storage, lithium iron phosphate (LFP) batteries, hydrogen storage, and more - together painting a rapidly emerging panorama of diversified and large-scale storage development.

Breakthrough in Grid Frequency Regulation: World's First 100-MW

Flywheel Storage Demonstration Project Commissioned

The world's first 100-MW independent flywheel frequency-regulation demonstration plant - the Boding Energy 100 MW Vacuum Magnetic Suspension Flywheel Independent Frequency Regulation Project (Phase I) - has officially been commissioned in Rushan, Weihai, Shandong. Sungrow's energy storage PCS integrated system introduced multiple hardware and software innovations tailored for flywheel storage, achieving key breakthroughs in response speed and operational reliability, and setting a new benchmark for frequency-regulation applications.

Phase I of the Rushan Bodin flywheel project was grid-connected in July, and Phase II has already been included in Shandong's 2025 New Energy Storage Demonstration Program. The project's successful commissioning verifies Sungrow's PCS stability and rapid system response in flywheel-based frequency regulation, enhances overall operational efficiency, and lays a strong foundation for large-scale deployment of flywheel energy storage in grid applications.

CGN's 200 MW / 800 MWh Independent Energy Storage Project in

Lop County, Xinjiang Breaks Ground

On November 16, CGN (China General Nuclear Power Group Co., Ltd.)'s 200 MW / 800 MWh independent energy storage project in Lop County, Hotan Prefecture, Xinjiang officially started construction. Located about 20 km from Luopu County, the project is invested in and developed by CGN New Energy Lop Co., Ltd., and constructed by China Energy Engineering Xinjiang Electric Power Construction Co., Ltd.. The project will build a centralized electrochemical storage station with a planned total capacity of 200 MW / 800 MWh.

Hebei Zhuozhou 200 MW / 800 MWh Independent Energy Storage

Project Starts Construction

On November 18, construction officially began on the 200 MW / 800 MWh independent energy storage station in Zhuozhou, Hebei. As a key pilot project supported by Hebei Province, it carries a total investment of over 1 billion RMB. Jointly developed by DURIA TECH, CORUN, CALB, and Guoxia Technology, the project establishes a full-chain closed-loop system from upstream materials to mid-stream equipment and downstream operations - advancing integrated “project development + supply chain security + full-cycle services.”

The project adopts a hybrid “lithium iron phosphate + nickel-metal hydride” storage technology route. Once completed, it will significantly enhance peak-shaving and frequency-regulation capability for the Beijing-Tianjin-Hebei grid, supporting efficient renewable-energy consumption and improving grid safety and stability.

150 MW / 600 MWh: SPIC Qinghai Haixi Grid-Side Storage Project

Breaks Ground

On November 13, Huanghe Hydropower Development Co., Ltd. Under the SPIC (State Power Investment Corporation Ltd.) held a groundbreaking ceremony for the Qinghai Haixi Tuosu grid-side electrochemical storage project at the Yixuan PV power station. The project is part of the supporting storage facilities for the first phase of the company's 2.2 GW multi-energy complementary project in Delingha. With a planned capacity of 150 MW / 600 MWh, the station will significantly enhance the grid's peak-shaving ability and its capability to absorb PV and other renewable generation.

The project includes a 100 MW / 400 MWh centralized storage system and a 50 MW / 200 MWh high-voltage cascaded storage system, both designed to provide reliable power support during peak demand periods.

300 MW / 600 MWh: Xinjiang's First Immersed Energy Storage

System Commissioned

On November 9, the energy storage project invested by Xinjiang Weilan New Energy Technology Development Co., Ltd. - the first large-scale electrochemical energy storage station in the Xinjiang Production and Construction Corps (XPCC) and the first immersed energy storage system in Xinjiang - successfully completed all equipment commissioning and was energized and put into operation.

The project turns “technological firsts” into “industry benchmarks,” adopting a mature immersed-system design paired with high-safety LFP batteries. As Xinjiang's first immersed-system energy storage project, it can control battery operating temperature differences within ≤2 °C. Combined with its large 300 MW / 600 MWh configuration, the project fills the technical gap for large-scale electrochemical storage within the XPCC.

100 MW / 400 MWh: Independent Grid-Side Storage Demonstration

Project in Huade, Ulaanqab (Inner Mongolia) Successfully Connected

On November 13, the electrochemical portion of the Huade County grid-side independent energy storage demonstration project in Ulaanqab, Inner Mongolia, was successfully connected to the grid. The project includes a total planned capacity of 100 MW / 400 MWh, adopting a hybrid “electrochemical + hydrogen storage” configuration:

Electrochemical storage: 90 MW / 360 MWh, providing second-level frequency regulation and short-term peak-shaving;

Hydrogen storage: 10 MW / 40 MWh, serving long-duration storage (scheduled for completion and grid connection in 2026).

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 23, 2025

Projects

World's Highest-Altitude Operating Wind Power Project Now Connected to the Grid

CNESA Admin

November 23, 2025

Projects

Source: China Electric Power News

On November 17, against the backdrop of the majestic Yarlha Shampo Snow Mountain, the China Huadian Corporation’s Wind Power Project in Qonggyai County - whose highest turbine installation point sits at an altitude of 5,370 meters - was officially connected to the grid. The project is not only the largest single-unit-capacity wind power project in the Tibet Autonomous Region, but also the world's highest-altitude operating wind power project, injecting new momentum into green and low-carbon development on the Tibetan Plateau.

Located in Zhongdui Village, Qonggyai County, Shannan City, the Huadian Qonggyai Wind Power Project has a total installed capacity of 60 MW. It is equipped with eleven 5.0 MW turbines and one 6.25 MW turbine, along with a supporting 12 MW/48 MWh grid-forming energy storage system. Once in operation, the project is expected to supply clean electricity sufficient for about 120,000 households annually, equivalent to reducing carbon dioxide emissions by 128,700 tons per year.

Constructing a wind farm at an altitude of 5,370 meters requires overcoming conventional engineering limitations. Facing extreme conditions - oxygen levels at only 57% of those in lowland areas, day-night temperature variation exceeding 20°C, and cumulative road elevation gain of 1,670 meters - the project team tackled challenges with innovative practices:

they planned logistics routes in advance, optimized the allocation of equipment and personnel, and ensured efficient material transportation; they improved concrete mix designs and pioneered a “film + quilt + tarpaulin” layered insulation method, combined with an intelligent temperature-control curing system, to ensure concrete strength and durability in low-temperature environments. These solutions enabled continuous one-time pouring of large-volume concrete under high-altitude, low-oxygen conditions, providing replicable technical experience for ultra-high-altitude wind power construction worldwide. The team also innovated construction methods by applying single-blade hoisting technology for the first time ever at altitudes above 5,000 meters - saving about 66% of the working area compared with traditional whole-rotor hoisting and increasing the upper limit of operable wind speed to 10 m/s - laying a solid foundation for the project's high-quality commissioning.

Throughout construction, the company fully upheld the principles of being “system-friendly, eco-friendly, and community-friendly.” The project incorporates a “equipment selection + energy storage + intelligent control” technical system with a grid-forming storage facility to effectively smooth wind power fluctuations and enhance grid reliability. It strictly followed the four-step method of “lifting, preserving, nurturing, restoring” for high-altitude meadow protection and adopted high-performance substrate ecological spraying technology, restoring a total of 360,000 square meters of vegetation and installing 120,000 square meters of protective mesh, ensuring coordinated progress between engineering development and ecological conservation.

Meanwhile, through land leasing, local employment, construction participation, and skills training, the project directly increased local residents' income by more than 3.6 million yuan and boosted local industries by over 11 million yuan, ensuring that the benefits of clean energy development are shared by people of all ethnic groups in the region.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 23, 2025

Events

COP30 Sends a Strong Signal: Trillions of Dollars Flowing In, Marking the “Acceleration Moment” for Global Energy Storage Deployment

CNESA Admin

November 23, 2025

Events

Source: CNESA

The 30th UN Climate Change Conference (COP30), formally the 30th Conference of the Parties to the UN Framework Convention on Climate Change (UNFCCC), was held from November 10-21, 2025, in Belém, the capital of Pará in Brazil’s Amazon rainforest region. It is also the first multilateral climate governance conference since the signing of the Paris Agreement ten years ago.

Against the backdrop of an increasingly severe global climate crisis, COP30 clearly established the strategic importance of energy storage technologies in the global energy transition. The conference not only reaffirmed emissions-reduction goals but also provided institutional and financial recommendations to support the large-scale deployment of energy storage, strengthen international cooperation, and address key development barriers.

Bottlenecks in the Clean Energy Transition and the Urgent Need for

Energy Storage

At the “World Climate Action Leaders Summit,” held on November 6-7, UN Secretary-General António Guterres emphasized that achieving the core mission of “accelerating the phase-out of fossil fuels” requires implementing five priority actions. Among them, “expanding investments in grids, storage, and efficiency to ensure infrastructure keeps pace with the rapid growth of renewable energy” was identified as a critical component. This elevated energy storage from a mere technological option to an indispensable prerequisite for achieving global climate goals.

This strategic consensus was quickly reinforced with concrete technical elaboration in subsequent sessions. On Friday, November 14, Brazil's Secretary of State for Energy Transition and Planning, Gustavo Ataíde, stressed that expanding grid and energy storage capacity is essential for global electrification: “The growth in demand is outpacing grid expansion. Without transmission, there is no transition.”

From the Secretary-General's macro-level call to the host country minister's technical articulation, COP30 formed a high-level consensus early in its first week: Energy storage is the key solution to the biggest bottleneck in integrating renewable energy and unlocking the global energy transition.

Breakthrough Mechanisms: Paving the Way for Global Energy Storage

Deployment

November 14 (Friday), the fifth day of COP30, became a pivotal moment for the energy storage agenda. During the High-Level Ministerial Meeting on Grids and Storage, participants reached several major agreements:

(1) Grids and Storage Implementation Coordination Council

COP30 formally announced the launch of the Grids and Storage Implementation Coordination Council, a new international mechanism aimed at accelerating global action on power grids and energy storage, and advancing the “COP30 Action Plan on Accelerating Grid Expansion and Resilience,” led by the Green Grids Initiative (GGI).

For years, countries have pursued storage deployment independently, lacking unified technical standards, interoperability rules, and cross-border coordination mechanisms. This has hindered seamless integration of storage systems with large-scale grids and limited the potential for regional power balancing and optimization.

The new Council is expected to provide a high-level international platform to coordinate policies, technical standards, market mechanisms, and cross-regional energy storage projects, ultimately helping build more resilient, intelligent, and efficient global energy systems - making energy storage a true “core enabler” of large-scale renewable integration.

(2) Investable Project Framework

To address financing challenges in developing countries, COP30 released the Investable Project Framework, designed to translate national climate goals into investment-ready projects, especially in emerging markets.

Energy storage - particularly large grid-scale storage, pumped hydro, and long-duration systems - generally requires high capital investment and sophisticated commercial and risk assessment models. Many developing countries have strong demand and ambition for storage deployment but lack the ability to design “bankable” storage projects that meet international financing standards.

The Framework is expected to significantly enhance the bankability of storage projects, channeling trillions of climate-related dollars into the “last mile” of the global storage market, enabling large-scale storage infrastructure in emerging economies, and making storage a key destination for global climate finance flows.

Trillions in Investment Commitments: Strong Momentum for Energy

Storage

On November 18, 2025, COP30 delivered its strongest financial signal yet as governments, development banks, and industry representatives announced tens of billions of dollars in new commitments for grids and storage.

The Utilities for Net Zero Alliance (UNEZA) confirmed an annual expenditure plan of USD 148 billion, opening a USD 1 trillion investment pathway for grid and storage expansion. By 2030, members aim to more than triple their renewable power capacity compared to 2023 levels, while undertaking major grid expansion, upgrades, and storage deployment.

Other significant commitments included:

— The Asian Development Bank, World Bank Group, and ASEAN jointly pledged over USD 12 billion under the ASEAN Power Grid Financing Initiative.

— Germany committed EUR 15 million through the Inter-American Development Bank Group to establish a new Transmission Acceleration Platform for Latin America and the Caribbean.

— UK utility SSE plc announced a fully funded GBP 33 billion, five-year investment plan to modernize national power infrastructure.

— The Global Grids Catalyst initiative, launched this year, secured USD 50 million in initial funding plus USD 2 million for an innovation incubation fund.

These commitments underscore that global financial institutions and governments have shifted their investment focus squarely toward energy storage and grid modernization - removing bottlenecks that impede the clean energy transition.

Industry Voice at Side Events: Chinese Companies Showcase

Technologies and Cooperation

Beyond the main agenda, numerous side events highlighted the dynamism of the energy storage industry and China's technological contributions.

On November 13, CATL (Contemporary Amperex Technology) held a side event titled “Driving System Transformation: Co-Creating a Zero-Carbon Future” at the COP30 China Pavilion. Gustavo Ataíde, Brazil's Secretary of State for Energy Transition and Planning, noted in his remarks: “Energy storage is strategic infrastructure for today's energy transition - critical for enhancing flexibility, stability, efficiency, and enabling large-scale renewable integration.”

During the event, CATL and IRENA released their report Solar PV and Storage for Energy Transition, which identified lithium-ion battery storage as the most cost-effective storage technology and “solar + storage” as the most economical clean energy combination.

On the same day, the China Investment Association and several partners hosted a side event titled “Driving Global Low-Carbon Development through Renewable Energy under Climate Change.” In a roundtable session, Hithium Energy Storage delivered a speech titled Innovation and Local Practice for Joint Global Green Transition, reaffirming its commitment to innovation, localization, open collaboration, and global partnership in advancing energy transition.

Diverse Technology Pathways and Global Cooperation Outlook

Throughout COP30, various technological routes and international cooperation models were also showcased.

FTXT Energy Technology Co.,Ltd. under the China Great Wall AMC (International) Holdings Co., Ltd. presented its “Explorer H1” hydrogen-powered research vessel - the first deployment of China's hydrogen fuel cell technology in marine applications in Latin America.

Thiago Prado, President of Brazil's Energy Research Office (EPE), told Sina Finance that as wind and solar continue to grow, pumped hydro and battery storage have become critical issues for Brazil's power system. He expressed hope to learn from China's leading experience in both technologies to accelerate storage integration into Brazil's grid.

In addition, State Grid Corporation of China, Trina Solar, LONGi Green Energy, and others held exhibitions showcasing renewable energy and storage technologies.

Energy Storage: The “Engine of Acceleration and Implementation” at

COP30

The clearest message emerging from COP30 is that global climate governance has shifted from abstract commitments to concrete actions focused on “acceleration and implementation.” At this turning point, energy storage has become the key element enabling the rapid rollout of renewables and the realization of climate goals.

The Grids and Storage Implementation Coordination Council and the Investable Project Framework together provide the institutional and financial foundation needed for global storage deployment.

After COP30, energy storage will no longer be a supporting component of the energy system - it will become the core strategic engine of the global energy transition, driving humanity toward a cleaner, more stable, and more sustainable future.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 13, 2025

Industry Analysis

User-side Newly Commissioned Capacity Down 34% YoY, Henan Leads in New Additions — Analysis of User-side Energy Storage Projects in October

CNESA Admin

November 13, 2025

Industry Analysis

Source: CNESA

The China Energy Storage Alliance (CNESA) continues to adhere to standardized, timely, and comprehensive information collection criteria, tracking energy storage project developments on an ongoing basis. Leveraging its long-accumulated solid database and in-depth industry expertise, CNESA regularly publishes objective analytical reports on the energy storage installation market, providing valuable references for industry stakeholders. Given the distinct differences between grid-side and user-side energy storage markets, CNESA has, since June 2025, divided its monthly project analysis into two separate reports: grid-side market and user-side market. This edition focuses on the user-side market performance in October.

According to CNESA’s preliminary statistics, in October 2025, newly commissioned new-type energy storage capacity in China reached 1.70 GW / 3.52 GWh, representing a year-on-year decline of 35% and 49%, and a month-on-month decline of 51% and 66%, respectively.

Although new installations in the first month of Q4 decreased, cumulative new user-side installations from January to October have reached 35.8 GW, a year-on-year increase of 36%. Following a mini-peak of project commissioning in September, October saw a decline due mainly to project construction cycle constraints.

Figure 1: Installed Capacity of Newly Commissioned New-type Energy Storage Projects in China (January–October 2025)
Data Source: CNESA DataLink Global Energy Storage Database
Website: https://www.esresearch.com.cn/
Note: “Year-on-year (YoY)” compares with the same period last year; “month-on-month (MoM)” compares with the immediately preceding statistical period.

In October, user-side new installations reached 193.45 MW / 474.64 MWh, representing a year-on-year decline of 34% and 48%, and a month-on-month decline of 30% and 17%, respectively. User-side new-type energy storage installations in October demonstrated the following characteristics:

(1) C&I storage dominates; non-lithium technologies are accelerating their deployment.

In October, the user-side storage market was dominated by commercial and industrial (C&I) applications, accounting for over 90% of total new installations.

C&I scenarios added 178.00 MW / 445.19 MWh, down 39% and 51% year-on-year.

From a technology perspective, all newly commissioned projects adopted electrochemical energy storage technologies. LFP (lithium iron phosphate) batteries accounted for 99% of the newly installed power capacity. In terms of non-lithium technologies, a 2 MW / 8 MWh C&I all-vanadium flow battery project was completed and commissioned, alongside a hybrid LFP + vanadium flow battery demonstration project that also came online.

Figure 2 : Application Breakdown of Newly Commissioned User-side New-type Energy Storage Projects in October 2025 (MW%)
Data Source: CNESA DataLink Global Energy Storage Database
Website: https://www.esresearch.com.cn/

(2) Central China accounts for over 50% of new installations, with Henan leading in total capacity.

From a regional perspective, newly commissioned user-side projects in October were mainly distributed across 11 provinces, including Henan, Shandong, Guangdong, Jiangsu, and Jiangxi. Central China accounted for 50% of the newly added capacity, dominating the October installation market. East China recorded the largest number of newly commissioned projects, making up 38% of the national total. At the provincial level, Henan posted the largest new installed capacity, exceeding 40% of the national total, followed by Shandong. Guangdong ranked first nationwide in terms of the number of newly commissioned projects, contributing over 20%.

As a major industrial province, Henan has a strong presence of high-energy-consuming sectors such as steel, chemicals, and coal-fired power. The province also has a large electricity consumption base, with multiple energy-intensive industries—including steel and cement—facing increasing pressure related to renewable power consumption requirements. Driven by China’s push for green and low-carbon energy transition and industrial enterprises’ needs for carbon reduction, cost reduction, and supply security, user-side storage demand in Henan has expanded rapidly. At the same time, as a major agricultural province, Henan is tapping emerging application scenarios—especially in rural areas—under strong government support. The “green power + energy storage” model is accelerating demand growth in these new sectors, becoming an important new driver for user-side storage development in the province.

Moreover, Henan is one of the earliest provinces in China to advance integrated generation–grid–load–storage projects (source–grid–load–storage integration). As of October 2025, the province had released 14 batches of such projects, with over 650 projects included in the implementation scope. These projects span more than 10 application scenarios, including industrial facilities, rural areas, and data centers, providing broad opportunities for user-side C&I energy storage deployment.

In terms of energy storage revenue performance, following the adjustment of Henan’s C&I time-of-use electricity tariffs in 2024, the number of daily charge–discharge cycles decreased; however, the peak–valley price spread widened, and the duration of peak periods increased significantly—conditions that favor long-duration energy storage. Additionally, with strong demand for emergency support and peak shaving across various scenarios in Henan, C&I users aggregated through virtual power plants (VPPs) can participate in grid peak regulation and receive corresponding compensation.

Figure 3&4: Provincial Distribution of Newly Commissioned User-side New-type Energy Storage Projects in China, October 2025
Data Source: CNESA DataLink Global Energy Storage Database
Website: https://www.esresearch.com.cn/

Based on project filings, national user-side market demand in October showed growth compared with the same period last year. Nationwide, both the scale and number of newly filed user-side projects in October exceeded last year’s levels, rising 91% and 4% year-on-year respectively. In traditional core markets, the number of newly filed projects in Zhejiang, Guangdong, and Jiangsu all fell compared with the same period last year. Together, the three provinces recorded 430 new filings, a 41% year-on-year decline, while total energy capacity increased by 37% year-on-year. In October, Guangdong had the highest number of newly filed projects nationwide, but still registered an 8% year-on-year decrease. Jiangsu recorded a 36% decline, while Zhejiang saw the steepest drop, down 64% year-on-year. From the perspective of project scale, Zhejiang’s newly filed energy capacity decreased 26% year-on-year, and Guangdong saw a 52% decline. Jiangsu, however, continued to lead the country in the scale of newly filed projects, with a 60% increase in energy capacity, reflecting a clear trend toward larger average project sizes. In October, Jiangsu’s market scale continued to expand, mainly driven by the rigid demand of C&I enterprises for energy storage to secure power supply and reduce operating costs. Nationwide, Anhui, Henan, and Sichuan collectively recorded 300 new filings, accounting for one-third of all newly filed user-side projects in October. These three provinces demonstrated strong market demand and significant growth potential for user-side energy storage, positioning them as emerging markets likely to drive national user-side storage expansion in the coming years.

Figure 4 : Monthly Trend of Newly Filed Energy Storage Projects in Zhejiang, Guangdong, and Jiangsu (January–October 2025)
Data Source: CNESA DataLink Global Energy Storage Database
Website: https://www.esresearch.com.cn/

Based on the maximum peak–valley electricity price spread, 15 provinces and municipalities recorded spreads above 0.70 RMB/kWh, and 7 regions exceeded 1.0 RMB/kWh. Guangdong had the largest peak–valley price spread nationwide. In parts of the Greater Bay Area—including the five core cities of the Pearl River Delta, as well as Jiangmen and Huizhou—the maximum spread remained above 1.0 RMB/kWh, mainly due to the continued implementation of critical-peak pricing in the province. In October, many regions discontinued the critical-peak and deep-valley tariff mechanisms that were implemented during the summer peak period. Only five regions—Guangdong, Shandong, North Hebei (Jibei), South Hebei, and Hubei—continued to apply critical-peak pricing, while Shandong, Zhejiang, and Jiangxi maintained deep-valley tariffs. Considering both the maximum peak–valley price spread and the high achievable charge–discharge cycling frequency of user-side storage systems (which can exceed 600 cycles per year), the arbitrage potential in Guangdong remains substantial. Therefore, Guangdong is likely to remain one of the most important and active markets for user-side energy storage in the foreseeable future.

Figure 5: Distribution of Peak–Valley Electricity Price Spreads for Utility Power Purchases Across Regions, October 2025
Data Source: Provincial Grid Companies; compiled and analyzed by CNESA

CENSA Upcoming Events:

1.Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 11, 2025

Industry Analysis

Down 35% Year-on-Year! CNESA Analysis of Installed Capacity of the New Grid&Source-Side Energy Storage Projects in October

CNESA Admin

November 11, 2025

Industry Analysis

Source: CNESA

After a small installation peak in September, China's new energy storage market saw a temporary decline in October 2025. According to incomplete statistics from the CNESA Datalink Global Energy Storage Database, both the month-on-month and year-on-year growth of newly commissioned capacity declined in October, mainly due to project cycle factors. Meanwhile, profound structural changes are taking place in the market:

● Short-term decline while long-term growth:

Although October's installed capacity declined, the cumulative capacity in the first ten months of 2025 still maintained a robust 36% growth, and 7-9 GW of projects are expected to come online before year-end, suggesting a record-breaking annual installation.

● Independent storage takes the lead:

In October, independent energy storage projects accounted for more than three-quarters of total installations, becoming the absolute main force.

● Third-party enterprises surpass state-owned giants:

A landmark shift occurred - “third-party enterprises”, represented by equipment manufacturers, accounted for over half of the newly installed capacity for the first time, surpassing traditional large energy groups and highlighting a clear trend toward diversified investment.

● Diverse technologies and accelerated non-lithium deployment:

In addition to mainstream lithium-ion systems, technologies such as compressed air, flow batteries, and flywheels are being accelerated in planning and construction, injecting new momentum into the industry's long-term development.

Overall Analysis of New Energy Storage Projects in October

According to incomplete statistics from the CNESA Datalink Global Energy Storage Database, in October 2025, China added 1.70 GW / 3.52 GWh of newly commissioned new energy storage capacity - down 35% and 49% YoY, and 51% and 66% MoM, respectively. Although the first month of Q4 saw a decrease, total new capacity from January to October reached 35.8 GW, up 36% YoY. Following the September commissioning surge, the October decline mainly reflected the influence of construction cycles.

As of the end of October, about 7-9 GW of new energy storage projects were under commissioning or scheduled for grid connection by year-end. If these projects proceed as planned, China's new commissioned capacity in 2025 could reach 42-45 GW. This estimate is based solely on currently known under-construction/commissioned project data and does not represent a final forecast.

Figure 1. Installed Capacity of Newly Commissioned New Energy Storage Projects in China, Jan-Oct 2025
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/
Note: Year-on-year (YoY) compares the same period last year; month-on-month (MoM) compares the previous statistical period.

Analysis of Grid&Source-side New Energy Storage Projects in October

In October, newly commissioned grid&source-side new energy storage capacity totaled 1.51 GW / 3.04 GWh, representing year-on-year declines of 35% and 49%, and month-on-month declines of 53% and 69%.

Key trends included:

Independent storage accounts for over 75%, with capacity down 30% YoY

Independent energy storage added 1.18 GW / 2.31 GWh, down 30% and 48% YoY, with 78% of projects above 100 MW.

On the source side, new installations totaled 327.5 MW / 735 MWh, representing a YoY growth of -47%/-52%, all paired with renewable energy projects, involving various specific application scenarios including UHV DC transmission and solar-grazing hybrid application.

Figure 2. Application Distribution of Newly Commissioned Grid&Source-Side Energy Storage Projects in Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/
Note: “Others” include substations and similar facilities.

Western China accounts for over 50% of new installations; Ningxia and

Shanxi lead in scale

By region, western China contributed over half of October's new capacity, with the northwest region alone accounting for nearly 30%, the highest nationwide.

By province, Ningxia and Shanxi province ranked joint first in new power capacity, while Ningxia topped in new energy capacity.

As a key national new energy demonstration zone, Ningxia's renewable capacity had exceeded 50 GW by August 2025, representing 60% of total power installations - with solar surpassing coal to become the largest power source.

High proportions of wind and solar have created growing demand for storage to smooth grid fluctuations and enhance renewable integration. In addition, large-scale national initiatives such as the “Desert, Gobi and Wasteland” renewable base and UHV DC transmission projects have further expanded the application space for energy storage in Ningxia.

Figures 3. Regional Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in China, Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/

Figures 4. Provincial Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in China, Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/

Third-party enterprises drive growth, highlighting diversification of

investors

Driven by rising market demand, national policy incentives, technological diversification, and declining costs, the energy storage market's investment ecosystem is becoming increasingly diverse.

In October, projects invested by private power companies such as Fuguang New Energy and Yunsheng New Energy and energy storage/new energy manufacturers such as PotisEdge and Natrium Times (NTEL) accounted for over 50% of new installations - up 18 percentage points from September.

Nevertheless, large state-owned energy groups remain key players due to their advantages in project investment scale, construction coordination, and operational management.

In October, China's “Five Major and Six Minor” and “Two Grid and Two Engineering” state-owned power enterprises contributed 46% of newly installed capacity. Among them, “Five Major and Six Minor” and “Two Grid and Two Engineering” including CHN Energy, SPIC, and China Three Gorges Corporation accounted for 31%, down 10 percentage points from September, while the “Two Grid and Two Engineering” increased their share by 4 points.

Figure 5. Ownership Distribution of Newly Commissioned Grid&Source-side New Energy Storage Project in China, Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/
Note: “Third-party enterprises” refer to entities other than large state-owned generation groups, the two grid companies, two construction groups and local energy companies.

Acceleration in non-lithium technology deployment

From a technical perspective, newly commissioned grid&source-side projects were dominated by lithium iron phosphate batteries, accounting for 98.5% of capacity, with sodium-ion batteries representing 1.5%.

In terms of planned and under-construction projects, deployment of non-lithium technologies such as compressed air and hybrid storage is accelerating, signaling faster diversification of technology pathways.

Compressed air: Multiple 100 MW-level compressed air projects have completed filing and entered the planning stage; the 350 MW Anning (Yunnan) compressed air project has begun construction.
Hybrid storage: Hebei Province announced a pilot list including 97 hybrid projects totaling 13.82 GW; construction of two 100 MW lithium + flow battery projects began in Weifang, Shandong; the 100 MW flywheel-lithium hybrid station is under construction in Heishan, Liaoning; the 300 MW / 1200 MWh independent power-side storage project using lithium + flow battery hybrid technology has entered the grid-commissioning stage at Gushanliang, Ordos, Inner Mongolia.

Figure 6: Technological Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in China, Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/

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 October.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 10, 2025

Industry Analysis

Thirtyfold Growth in Five Years! From China to the World, New Energy Storage Unlocks a Trillion-Yuan Market

CNESA Admin

November 10, 2025

Industry Analysis

Source: China Electric Power News

From China to the World

New Energy Storage Unlocks a Trillion-Yuan Market

As the “China International Import Expo 2025” unfolds, a green revolution driving the global energy transition is simultaneously taking shape.

On November 5, as a key session of the 8th Hongqiao International Economic Forum, the Parallel Forum on “Promoting High-Quality Development of New Energy Storage to Accelerate the Global Energy Transition” attracted global attention.

According to information shared at the forum, by the end of September 2025, China’s new energy storage installed capacity had reached 103 GW, over 30 times higher than at the end of the 13th Five-Year Plan, accounting for more than 40% of the global total, ranking first in the world.

As China’s new energy storage industry moves from initial commercialization to large-scale development, what opportunities and challenges lie ahead? And how will the acceleration of the “China Program” reshape the global energy storage ecosystem?

Balancing domestic demand with global expectations, this “Shanghai dialogue” on new energy storage is writing the next chapter of the world’s energy transition story.

China’s New Energy Storage Drives Trillion-Yuan Industrial Investment

New energy storage is a key technology in building a new energy system and a modern power system, and an essential driver of global green transformation. From being written into China’s 2024 Government Work Report to continuous new project commissioning in 2025, the industry’s growth has clearly accelerated.

“By the end of September this year, China’s new energy storage capacity exceeded 100 GW, becoming an integral part of the new power system.”
—— Song Hongkun
Member of the Party Leadership Group and Deputy Director of the NEA

By province, Inner Mongolia and Xinjiang both exceeded 10 GW, ranking first nationwide. By region, North China accounted for 31.18 GW, or 30.4% of the national total. In terms of scale, installations above 100 MW made up over two-thirds, showing a strong trend toward large-scale development.

As installed capacity rises, China’s energy storage dispatch and operational performance continues to improve. NEA data show that during the first three quarters of 2025, average utilization hours reached 770, up by 120 hours year-on-year, with strong performance in provinces such as Yunnan, Zhejiang, and Jiangsu.

During the peak summer months of July and August - when electricity demand repeatedly surpassed 1 trillion kWh - new energy storage played a vital role. In the State Grid operating area, the maximum dispatchable storage power exceeded 64 GW, with real-time discharge peaking at 44 GW, providing robust support for power supply security.

At the industrial level, China’s innovative practices in new energy storage have also driven significant upgrades across the supply chain. By September, lithium-ion batteries remained dominant, accounting for 96.1% (98 GW) of total capacity. Compared with 2022, EPC tender prices fell by 40% and cell prices by 60%, significantly reducing costs and accelerating exports.

In 2024, Chinese-made storage batteries accounted for over 93.5% of global shipments, with the world’s top eight suppliers all from China. Laureano Ortega Murillo, Adviser to the President of Nicaragua, revealed that the country had begun preliminary cooperation with Huawei in energy storage.

“China has become the world’s largest producer and exporter of lithium batteries. High-quality Chinese energy storage products are now exported to the Americas, Europe, the Middle East, and Oceania, earning widespread recognition from overseas users.”
—— Xiao Lu
Deputy Director-General of the Department of Foreign Trade, Ministry of Commerce

China is now using its technological innovation and manufacturing strength to provide high-performance products to the world - injecting “Eastern Contribution” into the global energy transition.

Unlocking the Full Value of New Energy Storage

With the rapid integration of renewable energy, balancing electricity supply and maintaining grid stability have become key challenges. Diverse storage technologies are now serving as flexible resources that can handle intraday, inter-day, seasonal, and regional energy transfers.

Since 2024, multiple 300 MW compressed air, 100 MW flow battery, and MW-class flywheel storage projects have entered operation. Several grid-forming energy storage projects have also been implemented, and innovative technologies such as gravity storage and CO2 compression storage are being rapidly deployed.

Lithium-ion storage continues to evolve toward high-capacity cells and large-scale integration. Flow battery installations have reached 1.15 GW, about 30 times higher than in 2020, while compressed-air storage achieved a “zero-to-one” breakthrough during the 14th Five-Year Plan, now reaching 830 MW. Solid-state and hydrogen storage technologies are also progressing rapidly, marking the rise of a diversified storage landscape.

In January 2025, China’s landmark Policy Document No. 136 (Notice on Deepening Market-Based Pricing Reform for Renewable Energy and Promoting High-Quality Development) provided a clearer market pathway for monetizing storage services such as peak shaving and frequency regulation.

By June, 194 new energy storage power stations (totaling 20.59 GW) in the State Grid area had participated in market transactions, accounting for 27% of total installations - mainly in peak regulation - showing steady growth in both scale and impact.

However, many experts at the forum noted that the full market value of new energy storage remains underdeveloped.

“Currently, standalone storage only participates in the day-ahead market; access to the real-time market remains limited. Ancillary service markets lack diversity and sufficient compensation, which fails to reflect the full value of storage in fast frequency response, ramping, capacity, inertia, and black-start services.”

— Meng Qingqiang, Chief Engineer of the State Grid Corporation of China

“China has yet to introduce a capacity compensation mechanism for energy storage or policies allowing utilities to recover alternative storage costs through transmission and distribution tariffs. This reflects a lag in both understanding and technical capability amid the increasing complexity of the power system.”

— Wang Shaowu, Deputy General Manager of China Southern Power Grid

“When pricing systems can better reflect true value, market forces will play their proper role.”

— Xia Qing, Professor at Tsinghua University

Meng Qingqiang also pointed out that China has yet to introduce a capacity compensation mechanism for energy storage or policies allowing utilities to recover alternative storage costs through transmission and distribution tariffs.

Strengthening Technological and Industrial Cooperation

How can China and the world further accelerate the high-quality development of new energy storage and achieve carbon-peak goals on schedule? Forum participants reached a common consensus: “Accelerate innovation and strengthen international cooperation.”

The recently released 15th Five-Year Plan Proposals emphasize the need to “build a new energy system, continuously increase renewable energy’s share, advance the safe and orderly replacement of fossil fuels, and vigorously develop new energy storage.”

“The next phase will involve coordinated planning for the 15th Five-Year period, accelerating the improvement of market mechanisms, advancing technology R&D, and deepening international collaboration. We will strengthen enterprises’ roles in innovation, improve lithium-ion storage quality and performance, and promote breakthroughs in promising emerging technologies. Meanwhile, following the principles of complementarity and mutual benefit, we will enhance bilateral and multilateral cooperation to jointly advance technological progress and industrial development.”
—— Bian Guangqi
Deputy Director of the Department of Energy Conservation and Technology Equipment, NEA

“Continuing institutional reforms to strengthen storage’s role as an independent market entity, enabling participation in energy, ancillary service, and cross-province trading markets, while fostering new business models such as leasing and capacity compensation.”
—— Wang Shaomin
Deputy General Manager of State Power Investment Corporation (SPIC)

“By 2030, China’s new energy storage capacity could reach 260 GW, continuing to lead global development.”
—— Steven Chu
Nobel Laureate in Physics and former U.S. Secretary of Energy

According to the China Energy Storage Industry White Paper 2025, under a conservative scenario, China’s cumulative new energy storage capacity will reach 236.1 GW by 2030, representing a 20.2% CAGR (2025–2030); under an optimistic scenario, it could reach 291.2 GW, with a 24.5% CAGR.

“After the rapid growth of the 14th Five-Year period, the new energy storage sector will accelerate again during the 15th Five-Year Plan, expanding applications, innovating business models, and unleashing new momentum.
China’s energy storage business model has shifted toward value-driven growth. Products with superior technical performance, higher safety, and optimized costs will gain stronger competitiveness, steering the industry toward high-quality development - from ‘price competition’ to ‘value competition.”
—— Yu Zhenhua
Founder and Executive Vice Chairman of the CNESA (China Energy Storage Alliance)

(By Yi Yuntong)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 9, 2025

International Coperation

Two Industry Giants Join Forces! SINOPEC and LG Chem to Jointly Develop Core Materials for Sodium-Ion Batteries

CNESA Admin

November 9, 2025

International Coperation

Source: Yonhap News Agency

On November 4, South Korea’s chemical giant LG Chem announced that it had recently signed a joint development agreement with China Petroleum & Chemical Corporation (SINOPEC) to cooperate on the development of core materials for sodium-ion batteries.

According to the agreement, the two companies will jointly develop cathode and anode materials, which are key components of sodium-ion batteries, and work together to build a stable supply chain while enhancing cost competitiveness. The partnership will focus on promoting the diversified development of sodium-ion battery businesses targeting both global energy storage system (ESS) and electric vehicle (EV) markets, including China. The two sides also plan to expand their cooperation into clean energy and high value-added materials in the future.

LG Chem Vice Chairman Shin Hak-Cheol stated that the company will collaborate closely with SINOPEC to accelerate the development of next-generation battery materials and further strengthen its business portfolio aligned with customers’ future strategies.

SINOPEC Chairman Hou Qijun noted that the cooperation on sodium-ion battery materials will enhance both sides’ technological and market competitiveness, contributing to energy transition and sustainable development.

A signing ceremony for the joint development agreement between LG Chem and SINOPEC was held recently. (Photo by LG Chem)

CENSA Upcoming Events:

1.Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 9, 2025

Projects

CLOU Electronics’ Indonesia Energy Storage Base Set for 2026 Commissioning, Targets 3GWh Capacity

CNESA Admin

November 9, 2025

Projects

Source: CNESA

On November 6, CLOU Electronics announced key progress in its global manufacturing expansion, revealing that its energy storage production base in Indonesia is currently under construction and scheduled to commence operation in 2026. The facility has an initial planned capacity of 3GWh per year, with flexibility for future expansion based on market demand and business growth.

CLOU Electronics is a national high-tech enterprise in China with a number of national and provincial technical centers and laboratories. Focusing on two major fields including new electrochemical energy storage and new power system, CLOU Electronics has long accumulated deep technological expertise and extensive project experience in the energy storage sector. The company has achieved full in-house research, development, and manufacturing capabilities for core system components - including PCS, BMS, EMS, DC/DC converters, and O&MS platforms - enabling it to deliver comprehensive integrated energy storage solutions.

The Indonesia Energy Storage Base marks a strategic milestone in CLOU Electronics’ globalization roadmap. The site will focus on research, development, and large-scale production of key products such as lithium-ion battery energy storage systems and energy storage inverters (PCS). It will also include intelligent production lines, R&D and testing centers, and warehousing and logistics facilities.

Leveraging Indonesia’s abundant nickel and cobalt resources, the project aims to establish a fully integrated overseas industrial ecosystem of “resources-R&D-manufacturing-application.” This approach is expected to reduce supply chain costs and mitigate geopolitical risks, while enhancing production efficiency and responsiveness to regional demand.

As one of the world’s fastest-growing energy storage markets, Southeast Asia has seen rapid expansion driven by the rise of renewable energy installations and urgent power grid upgrades. The commissioning of CLOU’s Indonesian base will enable the company to provide localized products and solutions for utility-scale, industrial, commercial, and off-grid energy storage applications across ASEAN countries, the Middle East, and beyond.

CLOU Electronics has already implemented multiple energy storage projects in Southeast Asia, building a strong reputation and customer network that will support future market development once the new base becomes operational.

The relevant person in charge of CLOU Electronics stated that the Indonesian energy storage production base is a vital component of the company’s globalization strategy. The release of 3GWh annual capacity will significantly enhance the company’s global supply capability and competitiveness. Going forward, CLOU will use the Indonesian base as a hub to deepen its international market presence, accelerate technological innovation, and provide efficient, reliable, and cost-effective energy storage solutions that support global energy transition under the “dual-carbon” goals.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 5, 2025

Events

The 8th Hongqiao International Economic Forum’s Parallel Forum on New Energy Storage Held in Shanghai

CNESA Admin

November 5, 2025

Events

"Those who share the same aspirations will not be kept apart by mountains and seas."

On November 5, 2025, the 8th China International Import Expo (CIIE) opened as scheduled. As one of its key supporting events, the Hongqiao International Economic Forum focuses on major global economic issues. This year, a Parallel Forum on New Energy Storage was held, reflecting the world’s shared attention to energy transition and sustainable development.

On the afternoon of November 5, the Parallel Forum on “Promoting High-Quality Development of New Energy Storage to Accelerate the Global Energy Transition”, jointly hosted by the National Energy Administration (NEA) and the Ministry of Commerce (MOFCOM), was successfully held at the National Exhibition and Convention Center (Shanghai). The event was co-organized by the Institute of Science and Development, Chinese Academy of Sciences (CASISD), the Institute of Engineering Thermophysics, CAS, The Paper, and the China Energy Storage Alliance (CNESA).

The forum brought together high-level guests from across China and abroad. Notable participants included Mr. Song Hongkun, Member of the Party Leadership Group and Deputy Director of the NEA; Ms. Xiao Lu, Deputy Director-General of the Department of Foreign Trade, MOFCOM; Mr. Zheng Deyan, Deputy Secretary of the Party Leadership Group and Deputy Director of the Shandong Provincial Development and Reform Commission, and Director of the Provincial Energy Bureau; Mr. Yang Yang, Director of the Xinjiang Uygur Autonomous Region Energy Bureau; Mr. Meng Qingqiang, Chief Engineer of the State Grid Corporation of China; Mr. Wang Shaowu, Deputy General Manager of China Southern Power Grid; Mr. Wang Shaomin, Deputy General Manager of State Power Investment Corporation (SPIC); Prof. Xia Qing from Tsinghua University; Mr. Pan Jiaofeng, President of CASISD; Mr. Yu Zhenhua, Executive Vice Chairman of CNESA; and Mr. Chen Xiang, Senior Vice President of EVE Energy and Head of EVE Energy Storage.

International guests included Mr. Laureano Ortega Murillo, Advisor to the President of the Republic of Nicaragua for Investments, Trade and International Cooperation, and Mr. Adam Bralczyk, Consul General of the Republic of Poland in Shanghai.
Dr. Steven Chu, Nobel Laureate in Physics and former U.S. Secretary of Energy, joined the event via video link.

The forum attracted extensive participation across the energy storage ecosystem, highlighting a shared commitment to high-quality development and open collaboration.
Leaders from the National Development and Reform Commission, the Ministry of Industry and Information Technology, and provincial energy authorities from Liaoning, Hebei, Jiangxi, Guangdong, Sichuan, Yunnan, Inner Mongolia, Hunan, Guangxi, and Gansu attended.
Executives from major state-owned enterprises such as State Grid, China Southern Power Grid, Huaneng, Datang, Huadian, SPIC, China Three Gorges Corporation, China Energy, POWERCHINA, Energy China, CGN, Inner Mongolia Energy Group, and Guangxi Energy Group were also present.
Representatives from leading enterprises, research institutes, and financial institutions participated, alongside international delegates from the Embassy of the French Republic, the Consulate General of the Republic of Finland in Shanghai, and the German Chamber of Commerce Abroad – Greater China (AHK), reflecting strong global consensus and cooperation toward energy transition.

The session was moderated by Mr. Liu Deshun, Director-General of the Department of Energy Conservation and Science & Technology Equipment at the NEA.

In his opening address, Deputy Director Song Hongkun emphasized that, marking the 10th anniversary of the Paris Agreement, the NEA continues to implement the “Four Revolutions, One Cooperation” energy security strategy, building the world’s largest and fastest-growing renewable energy system and a complete new energy industry chain.
As a key enabler of China’s new power system, new energy storage has achieved remarkable progress — reaching over 100 GW of installed capacity by September 2025 — and has become essential for renewable integration and energy security.

Since the start of the 14th Five-Year Plan, China’s new energy storage has directly driven over 200 billion yuan in project investment and over 1 trillion yuan across the industrial chain, supplying high-performance products globally and contributing to the energy transition. Looking ahead to the 15th Five-Year Plan, the NEA will continue promoting innovation, improving market mechanisms, and fostering new productivity in the energy sector to ensure the carbon peak goal is met on schedule.

Mr. Laureano Ortega Murillo stated that Nicaragua is accelerating industrialization and energy diversification to meet growing power demand.
With abundant solar, wind, and geothermal resources, Nicaragua has already partnered with CCCC, POWERCHINA, and Huawei in renewable and storage projects. He welcomed further Chinese investment and cooperation to jointly advance global energy transition.

Ms. Xiao Lu, Deputy Director-General of MOFCOM’s Department of Foreign Trade, noted that Chinese energy storage enterprises are rapidly expanding abroad, leveraging technological and supply chain advantages to power the global green transition.
She highlighted three major trends:

Continuous expansion of trade volume;
Strengthened role as a global supply chain hub;
Steady growth in outbound investment.
Looking ahead, China will further support two-way openness — encouraging foreign enterprises to establish R&D centers in China and supporting domestic companies to “go global” — while enhancing international standards cooperation and alignment.

Mr. Bian Guangqi, Deputy Director-General of NEA’s Department of Energy Conservation and Science & Technology Equipment, delivered a keynote titled “Vigorously Developing New Energy Storage to Support New Power Systems.”
He highlighted that NEA continues to advance innovation and comprehensive policy measures, creating favorable conditions for technology progress, industrial growth, and improved commercial models in the new energy storage sector.

Dr. Steven Chu, Nobel Laureate and former U.S. Secretary of Energy, stressed via video that the world faces an urgent decarbonization challenge. While renewable energy costs have fallen sharply, he noted that achieving deep decarbonization requires multiple complementary technologies.
He praised China’s global leadership in large-scale wind turbines, battery storage, and nuclear cost control, and emphasized that efficient, affordable energy storage, next-generation nuclear, and carbon capture and storage (CCUS) will be crucial to achieving climate goals.

Mr. Meng Qingqiang, Chief Engineer of State Grid, analyzed challenges such as planning mismatches, insufficient market value recognition, and incomplete safety standards. He proposed coordinated planning, diversified market mechanisms, and accelerated innovation to support new power system construction.

Mr. Wang Shaowu of China Southern Power Grid emphasized that energy storage, as a strategic technology for new power systems, faces both opportunities and challenges in achieving high-quality development. He outlined the company’s strategy to strengthen value creation, system integration, and platform-based innovation.

Mr. Wang Shaomin of SPIC reported that China’s cumulative new energy storage capacity reached 114 GW by October 2025, marking a shift from policy-driven to market-driven growth. SPIC now operates 279 projects totaling 8.74 GW (20.94 GWh), ranking first nationwide, and will continue promoting global collaboration and innovation.

Mr. Zheng Deyan from Shandong Energy Bureau shared Shandong’s leadership in energy storage, noting 9.74 GW of operational capacity, ranking among the top three provinces in China for three consecutive years. The province aims to establish a “predictable, sustainable, and scalable” market mechanism to ensure reasonable returns and reduce investment risk.

Prof. Xia Qing from Tsinghua University analyzed China’s policy evolution from early mandatory installation to market-based incentives such as capacity compensation and spot trading, enabling rapid capacity growth and cost reductions exceeding 50% since 2022.

Mr. Pan Jiaofeng, President of CASISD, reviewed China’s progress in wind, solar, EVs, and hydrogen, and called for faster development of a non-fossil energy–dominated, innovation-driven power system to balance energy security and low-carbon transition.

Mr. Yu Zhenhua, Executive Vice Chairman of CNESA, outlined trends in technology and industrial development — from pumped storage to battery-dominated systems — and highlighted growing diversification (e.g., sodium-ion and flow batteries) and enhanced safety standards.

Mr. Chen Xiang, Senior VP of EVE Energy, noted that global markets show significant diversity in development stages and demand structures. He emphasized localization, long-duration storage innovation, and multi-technology approaches (solid-state, sodium-ion, etc.) to support a clean, resilient global energy system.

The Parallel Forum on New Energy Storage at the 8th Hongqiao International Economic Forum served as a vital platform for global dialogue and collaboration.
Participants exchanged insights on technological innovation, market mechanisms, and international cooperation, forming broad consensus on the future of the energy storage industry.
As one of the key achievements of this year’s Hongqiao Forum, the event will inject strong momentum into optimizing the global energy structure and advancing sustainable development and carbon neutrality worldwide.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 5, 2025

Projects

Victoria Approves 2,200MWh of Battery Storage through Streamlined Pathway in Australia

CNESA Admin

November 5, 2025

Projects

Source: Energy Storage News

The Tramway Road BESS will be built near Eku Energy’s operational 150MW/150MWh Hazelwood BESS in Victoria (pictured). Image: Eku Energy

The Victoria government in Australia has approved a 300MW/1,200MWh battery energy storage system (BESS) in Gippsland and a 332MW solar PV power plant with integrated storage in the state’s northeast region, via the Development Facilitation Program.

Victoria’s planning minister, Sonya Kilkenny, announced the approvals for Eku Energy’s Tramway Road standalone BESS and the Meadow Creek Solar Farm, which combines a 332MW solar PV plant with a 250MW/1,000MWh battery system.

The projects represent approximately AU$1.2 billion (US$780 million) in combined investment and will create over 650 construction jobs across both developments.

Eku Energy’s 1,200MWh Tramway Road BESS

The Tramway Road BESS will deliver a 4-hour duration storage capacity of 300MW, positioning the facility to provide grid stability services and energy arbitrage opportunities across Victoria’s transmission network.

Located in Hazelwood North, the project will be constructed adjacent to existing transmission infrastructure where developer Eku Energy already operates the 150MW/150MWh Hazelwood BESS at the former Hazelwood Power Station coal-fired power plant.

Eku Energy has numerous projects under development in Australia, while also maintaining a presence in several other international markets. The company, which is jointly owned by Macquarie Asset Management and British Columbia Investment Management Corporation, aims to achieve 9GWh of storage capacity by 2028 and has recently expanded into the New Zealand market.

The Tramway Road facility will connect directly to the transmission network, enabling participation in the National Electricity Market (NEM) ancillary services while supporting the integration of renewable energy across southeastern Australia.

The 1,000MWh Meadow Creek solar-plus-storage site

Meanwhile, the Meadow Creek Solar Farm, located 27km southeast of Wangaratta, is being pursued by energy storage developer and system integrator Energy Vault.

Alongside the solar PV power plant, the project proposal includes a co-located 250MW/1,000MW battery system that would provide additional grid stability services during peak demand periods.

The hybrid project will span 400 hectares of agricultural land and incorporate agrivoltaics principles, allowing continued farming operations beneath and around the solar installation.

The Meadow Creek development was first announced in 2022’s edition of All-Energy Australia, where the developer described the BESS as a 250MW/500MWh system.

The Victoria government’s Development Facilitation Program initiative, which was expanded last year to include renewable energy projects, aims to speed up the development of critical infrastructure projects in Victoria.

Before its inclusion, projects had to pass through the Victorian Civil and Administrative Tribunal, which resulted in around 20% of these projects being delayed by approximately two years.

The Victoria government noted that more than AU$7.8 billion worth of investment across 22 projects has been included in the Development Facilitation Program since it was expanded to include renewables.

Victoria’s energy and resources minister, Lily D’Ambrosio, emphasised the projects’ role in delivering lower energy costs to Victorian households while creating employment opportunities in regional communities.

“Our fast-tracked pathway has unlocked nearly AU$8 billion worth of investment into renewable energy projects – helping provide cheaper and cleaner energy to hundreds of thousands of Victorian households,” D’Ambrosio said.

Other notable BESS projects to have advanced through the initiative in recent months include Chinese PV module manufacturer Trina Solar’s 500MW/1,000MWh Kiewa Valley BESS, which is being developed in the Murray-Darling basin, to the east of Melbourne, the state capital.

Developer ACEnergy also saw its 350MW/770MWh Little River BESS included within the scheme earlier this year.

(By George Heynes)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 5, 2025

Policies

France Introduces Grid Tariff Reforms for Energy Storage

CNESA Admin

November 5, 2025

Policies

Source: Energy Storage News

A map of zones in France that are part of the upcoming reform to grid fees. Image: CRE.

From August 2026, battery storage projects in France will benefit from changes to grid tariffs designed to encourage them to support the grid at specific times of the day.

The country’s energy regulator the Commission de Regulation de l’Energie (CRE) approved its TURPE 7 reforms last month.

From August 2026, battery storage assets can choose a new ‘injection–withdrawal’ tariff that rewards them for supporting the grid at times of need. Around 3,000 grid zones have been designated as either ‘withdrawal’ (soutirage) or ‘injection’ (injection solaire) zones.

In withdrawal zones, batteries will be paid to discharge during winter peaks (between 8-12am and 5-9pm) and in injection zones they will be rewarded to charge at midday during summer, said Alexandre Cleret, COO of French transport depot decarbonisation solution provider Decade Energy on LinkedIn.

(By Cameron Murray)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 4, 2025

Projects

RWE Starts Building Germany’s Largest BESS

CNESA Admin

November 4, 2025

Projects

Source: Energy Storage News

RWE and stakeholders groundbreaking on its Gundremmingen BESS project, the largest in Germany. Image: RWE.

Power firm RWE has launched construction on a 400MW/700MWh BESS project in Bavaria, Germany, the largest being built in the country.

The Germany-headquartered firm announced the start of construction on the project yesterday (29 October), in a ceremony attended by Bavarian Minister-President Dr Markus Söder (pictured above, second from left).

The 1.75-hour duration battery energy storage system (BESS) project is being built alongside the Gundremmingen nuclear power plant, which is undergoing decommissioning, and will use the plant’s existing grid connection.

RWE is investing around €230 million (US$267 million) in the BESS, which will comprise 200 container units and 100 inverters, and is expected online in 2028. It will take the title of largest BESS online from Eco Stor’s 103.5MW/238MWh Bollingstedt, commissioned earlier this year, as well as Eco Stor’s pipeline of 300MW/600MWh projects.

Söder commented: “Gundremmingen remains a key location in the Bavarian energy supply. In addition to the new battery storage facility, a 55-hectare solar park and a gas-fired power station are also set to be built. With an output of 400 MWand a capacity of over 700MWh, the battery storage facility will stabilise the grid when there is no wind or sunlight.”

Germany has emerged in the past few years as one of Europe’s most attractive markets for large-scale BESS investment, with large opportunities in its wholesale energy market (Europe’s deepest) and helpful regulatory changes including an exemption from charge-discharge grid fees for BESS projects put into operation by 2029.

Those opportunities are set to grow as the country deploys more wind and solar, and solar trade body BSW-Solar recently called for 100GWh of BESS deployments by 2030.

We recently caught up with German BESS platform Terra One to discuss the market drivers, regulatory challenges and the trade-offs when opting for a merchant or toll-based strategy in the country.

(By Cameron Murray)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 4, 2025

Projects

CNNC, HyperStrong, Trina Storage, and PotisEdge Lead the Charge! China’s Energy Storage Firms Secure GWh-Scale Overseas Contracts

CNESA Admin

November 4, 2025

Projects

Source: CNESA

In recent weeks, Chinese energy storage companies have made remarkable progress in global markets, winning a series of large-scale overseas contracts across diverse application scenarios including solar-plus-storage, grid-side, user-side, and data center projects, showcasing the strong international competitiveness of China’s energy storage technology.

CNNC Signed 1.2 GWh Solar-Storage Project in Indonesia

On October 28, international media reported that Singapore-based renewable energy company Equator Renewables Asia (ERA) signed an agreement with CNNC’s subsidiary CNNP Rich Energy (International) to jointly develop a 900 MWp solar and 1.2 GWh battery storage project in Indonesia’s Riau Islands. The project aims to supply green electricity to Singapore.

HyperStrong Expanded Projects in the EMEA Region

HyperStrong has achieved major breakthroughs in the Europe, Middle East, and Africa (EMEA) storage markets, securing projects in Greece, Estonia, Lithuania, Côte d'Ivoire, and Zimbabwe.

In Greece, the company signed a 45 MWh grid-side standalone energy storage plant, marking its first large-scale project in Southern Europe. In Estonia and Lithuania, it deployed 7 MWh, 20 MWh, and 5 MWh grid-side systems. In Côte d'Ivoire, it completed three factory energy storage projects using HyperBlock III 5 MWh systems. In Zimbabwe, HyperStrong advanced user-side cooperation, deploying 15 HyperCube C&I storage systems in the first phase.

Trina Storage Secured 1 GWh Sales Contract in Europe

On October 31, Trina Solar Co., Ltd. announced that its subsidiary Jiangsu Trina Storage Co., Ltd. signed a 1 GWh+ energy storage product sales contract with a European customer. The project will use the company’s next-generation Elementa 2 Pro flexible battery container.

Trina Storage won 233 MW / 1003 MWh Grid-Forming Storage Project in

Chile

Trina Storage also won GWh-scale order overseas again. Partnering with Atlas Renewable Energy, it will co-develop a 233 MW / 1003 MWh grid-forming energy storage project in Chile. Backed by Atlas’s recent US$475 million financing, the project will form part of a large-scale solar-plus-storage complex.

Narada Power Won RMB 478 Million Contract in U.S. AIDC Project

Narada Power announced it has won a RMB 478 million lithium equipment procurement contract for a large-scale AIDC (Artificial Intelligence Data Center) complex in Texas, USA. With a total investment exceeding US$25 billion, the project will host 10 data centers with a combined power capacity of 1.4 GW.

BYD Signed 300 MWh Storage Deal in Mexico

BYD Energy Storage and Mexico’s Skysense Energy will deploy 300 MWh of storage capacity by 2026, primarily using BYD’s MC Cube-T BESS. The systems will support commercial, industrial, and utility-scale applications, offering frequency regulation, virtual power plant, and backup functions.

Robestec Won 40 MWh Storage Project in Guinea

On October 24, Shanghai Robestec Energy Co, Ltd. announced its bid win for the 40 MWh Boké Port 2 Storage Project of SMB-Winning Consortium in Guinea, part of the Winning Alliance. The project will adopt the Enprime-Y liquid-cooled container system and microgrid technology to enhance port energy efficiency and reliability, supporting green low-carbon operations.

PotisEdge Reached Strategic Cooperation with A Well-known Australian

Energy Enterprise

PotisEdge Energy and Australia’s leading energy company Club Solar signed a strategic cooperation agreement to deploy and promote 2 GWh of residential storage systems in the Australian market.

ZOE Energy Storage Signed A 400 MWh Order and Launched A Factory in

Hungary

ZOE Energy Storage announced a 400 MWh storage order from European partners and launched its new “Europe 2.0 Channel Business Model.” The company also unveiled its next-generation Z BOX-C PLUS C&I system and broke ground on a 6 GWh storage factory in Hungary, scheduled for completion in 2026 to enhance local production capacity.

Fox ESS Signed Strategic Cooperation with Australian Distributors

Fox ESS signed strategic cooperation agreements with top Australian renewable distributors OSW and Solar Juice, totaling 4 GWh:

2 GWh with OSW focuses on advanced system deployment.

2 GWh with Solar Juice centers on residential storage systems.

Qinkual Energy Won North American AIDC Project Order

Qinkual Energy received its first batch of over RMB 30 million orders for a North American AIDC energy storage project, with total demand expected to exceed 100 MWh by 2026. The company has recently secured multiple overseas data center storage projects, including 12 MWh in the Middle East and 10 MWh in Southeast Asia, bringing its total capacity of monthly orders above 80 MWh.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 4, 2025

Industry Analysis

China’s Newly Installed Renewable Energy Capacity Up 47.7% Year-on-Year in First Three Quarters

CNESA Admin

November 4, 2025

Industry Analysis

Source: Xinhua News Agency

According to China’s National Energy Administration (NEA), in the first three quarters of 2025, China added 310 GW of newly installed renewable energy capacity, representing a year-on-year increase of 47.7% and accounting for 84.4% of the nation’s total new power installations. Specifically, new hydropower capacity reached 7.16 GW, wind power 61.09 GW, solar power (including solar thermal) 240 GW, and biomass power 1.05 GW.

At a regular press conference held by the NEA on the same day, Zhang Xing, Deputy Director-General of the NEA’s General Affairs Department, stated that in the first three quarters of 2025, the NEA remained focused on China’s carbon peaking and carbon neutrality goals, fully implemented the new energy security strategy, and made all-out efforts to advance larger-scale and higher-quality renewable energy development.

On one hand, the installed capacity of renewable energy continued to expand, driving the optimization of China’s energy structure. As of the end of September 2025, China’s total installed renewable energy capacity approached 2,200 GW, up 27.2% year-on-year, accounting for 59.1% of the nation’s total power generation capacity. The combined installed capacity of wind and solar power exceeded 1,700 GW.

On the other hand, renewable power generation maintained steady growth, providing strong support for the country’s overall electricity supply. The latest data show that in the first three quarters of 2025, China’s renewable power generation reached 2.89 million GWh, up 15.5% year-on-year, accounting for around 40% of total power generation and roughly 60% of total industrial power consumption during the same period.

At the press conference, Xing Yiteng, Deputy Director-General of the NEA’s Development and Planning Department, noted that since the beginning of this year, funding and resource guarantees for key energy projects have been continuously strengthened, with accelerated formation of tangible project progress. As a result, national energy investment has maintained rapid growth - with 1.97 trillion yuan invested in key energy projects during the first eight months, marking an 18.2% year-on-year increase.

(Reported by Wang Xi and Dai Xiaohe)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 2, 2025

Events

The 8th Hongqiao International Economic Forum - “High-quality Development of New Types of Energy Storage Accelerates Global Energy Transition”

CNESA Admin

November 2, 2025

Events

Source: CNESA

Date: November 5, 2025, 14:30-17:30

Venue: Room D1, Hall 4.2, National Exhibition and Convention Center

(Shanghai)

Hosts: National Energy Administration

Ministry of Commerce of the People's Republic of China

Organizers: Institutes of Science and Development, Chinese Academy of

Sciences

Institute of Engineering Thermophysics, Chinese Academy of

Sciences

The Paper

China Energy Storage Alliance

Introduction:

The parallel session on "High-quality Development of New Types of Energy Storage Accelerates Global Energy Transition" will bring together distinguished representatives from government, industry, academia, research institutions, and finance to build a global high-end energy storage ecosystem. Participants will explore major topics such as technological breakthroughs, innovative business models, policy incentive mechanisms, and domestic and international industrial cooperation, sharing experience and contributing collective wisdom to the world.

Program:

Honored Guests:

**Meng Qingqiang**
Chief Engineer, State Grid Corporation of China

Chief Engineer of State Grid Corporation of China, Chairman and Party Committee Secretary of SG Electric Power Research Institute. Born in July 1966 in Tianjin, of Han ethnicity, he holds a bachelor's degree and is a professor-level senior engineer. As a member of the Communist Party of China, he began working in July 1987. His previous roles include General Manager of Tianjin Binhai Company, Deputy General Manager and Party Committee Member of Tianjin Electric Power Company, Deputy General Manager and Party Committee Member of Jiangsu Electric Power Company, General Manager and Deputy Party Committee Secretary of Chongqing Electric Power Company, Director of the SG AC Construction Department, and Chairman and Party Committee Secretary of State Grid Hunan Electric Power Company. He previously served as Chief Engineer of State Grid Corporation of China and assumed his current position in March 2023.

**Wang Shaowu**
Party Leadership Group Member & Vice President， China Southern Power Grid Co., Ltd.

Dr. WANG Shaowu, Vice President of China Southern Power Grid Co., Ltd., has long been engaged in research on high-voltage insulation, advanced UHV/EHV transmission, localization and development of power equipment, and management of innovative large-scale complex engineering systems. He is well-versed in the design, construction and operation of large power grids and has made systematic contributions to China's international leading position in UHVAC, UHVDC, and VSC-DC transmission technologies.

He has received National Award for Science and Technology Progress (Special Prize), China Electric Power Science and Technology Award (First Prize), and China Machinery Industry Science and Technology Progress Award (Special Prize), among others.

**Wang Shaomin**
Party Leadership Group Member & Vice President, State Power Investment Corporation Limited

Wang Shaomin, male, born in 1972, holds a master's degree with a Master of Engineering. He is a senior engineer (professorial level).

His previous roles include President of China Huaneng Group's Clean Energy Technology Research Institute, General Manager of Huaneng Fujian Branch, Party Committee Secretary and General Manager of Huaneng Xiong'an Branch, Executive Director and Party Committee Secretary of Huaneng Xiong'an Branch, Executive Director and General Manager of Huaneng (Xiong'an) Urban Integrated Energy Services Co., Ltd., and Executive Director and Party Committee Secretary of Huaneng Hebei Branch. He has long been engaged in management work in the power and energy sector. In December 2024, he was appointed as Vice President and Party Leadership Group Member of the State Power Investment Corporation Limited.

**Xia Qing**
Professor, Tsinghua University

Qing Xia received the B.E. and M.E. degree from Harbin Institute of Technology, in 1982 and 1986, respectively, and Ph.D. degree from Tsinghua University, in 1989, all in electrical engineering. He is now a Professor and Chair of the Academic Degree Committee in the Department of Electrical Engineering at Tsinghua University.

He has extensive academic and industrial experiences in electricity market and power system economic operations. His research team has designed and implemented load forecasting, generation scheduling, security assessment and market trading software for over ten provincial power grid companies in China. He has also been directing electricity market mechanism design and implementation towards China's electricity deregulation. Moreover, he has served as a consulting expert for both the State Grid Corporation and China Southern Power Grid Corporation for many years.

His research interests include power economics and electricity market, power system load forecasting, power system economic operation, generation & transmission expansion planning, optimization application in power systems, low-carbon electricity smart grid, etc.

He is a senior member of IEEE and a senior member of CSEE (Chinese Society for Electrical Engineering). He was awarded the title of national excellent science and technology workers.

**Pan Jiaofeng**
President of the Institutes of Science and Development, Chinese Academy of Sciences (CASISD)

Pan Jiaofeng, Professor, Doctoral Supervisor. He is a deputy to the 14th National People's Congress. He is currently President of the Institutes of Science and Development, Chinese Academy of Sciences (CASISD), Dean of the School of Public Policy and Management, University of Chinese Academy of Sciences (UCAS), Director of China Innovation Strategy and Policy Research Center funded by Research Office of the State Council and CAS, and Chairman of the Chinese Association of Development Strategy Studies. He is also a member of the governing board of the International Research and Training Center for Science and Technology Strategy (CISTRAT), UNESCO. His research focuses on S&T strategies, innovation policies, and think-tank science and engineering. He has presided over more than 60 national major and key decision-making consultation, policy research and strategic research projects, and has achieved a number of influential results in decision-making consultation and theoretical research. He has innovated think-tank theories and methods, and published series of academic monographs including DIIS Theory and Methodology in Think Tanks, Double Helix Methodology in Think Tanks and Introduction of Think Tank Science and Engineering.

**Yu Zhenhua**
Founder and Executive Vice Chairman, China Energy Storage Alliance (CNESA)
Deputy Director and Secretary-General, Energy Storage Expert Committee under China Energy Research Society

Yu Zhenhua, Founder and Executive Vice Chairman of China Energy Storage Alliance (CNESA), and Deputy Director and Secretary-General of the Energy Storage Expert Committee under China Energy Research Society. In 2011, Mr. Yu led the establishment of CNESA, China's first and only social organization dedicated to the energy storage field. It is committed to promoting the development of the energy storage industry by influencing the formulation of government policies and the promotion of energy storage applications. In the same period, he founded Beijing ReneSola Century Technology Co., Ltd. and serves as Chairman, focusing on promoting the development and application of energy storage in the power application field and constructing China's first commercial power station project where energy storage participates in power auxiliary services. Leading the alliance team, Yu Zhenhua undertook 3 national key R&D programs. He has won awards including the Third Prize of Excellent Achievements in Energy Soft Science Research by the National Energy Administration in 2016 and the Second Prize of Energy Innovation Award by China Energy Research Society in 2022.

**Jianhui Zhang**
Chairman & CEO, BEIJING HYPERSTRONG TECHNOLOGY CO., LTD.

Dr. Jianhui Zhang is the founder, chairman, and CEO of Beijing HyperStrong Technology Co., Ltd. He is a professor-level senior engineer and has extensive experience in the product development and technical management of power electronics and large-scale integration. He holds a Ph.D. degree in Electrical Engineering from the University of California, Berkeley, as well as a M.S. degree and a B.S. degree in Electrical Engineering from Tsinghua University.

Dr. Zhang spent 10 years studying and working in the United States, during which he obtained more than 20 technology invention patents and published more than 10 academic papers. Prior to founding HyperStrong, he served as the Chief Technology Officer of the Smart Grid Group of Siemens China Co., Ltd., where he presided over the R&D and technical management of smart grid products.

**Steven Chen**
SVP of EVE Energy, CEO of EVE Energy Storage

Mr. Steven Chen, a master's degree from Huazhong University of Science and Technology, is currently the senior vice president of EVE Energy Co., Ltd. and the president of EVE Energy Storage Co., Ltd.. He has more than 20 years of working experience in the eld of network energy and energy storage. Mr. Steven Chen joined Emerson Network Power Co., Ltd. in 2004 as the Director of Business Development for Asia Pacﬁc; Since March 2016, he has worked for EVE Energy Co., Ltd. as vice president, and has concurrently served as president of EVE Energy Storage Co., Ltd. since May 2018.

Mr. Steven Chen is good at integrating computer information processing, network energy applications and energy storage systems based on lithium battery technology for system application design.Have a deeper understanding of the development of the energy storage industry, integrate marketing, management and market analysis capabilities, go deep into the front line, and continue to operate the production, marketing and research of the electrochemical energy storage business in corporate operations.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

November 2, 2025

Projects

2GWh Residential Energy Storage Partnership! PotisEdge Makes Major Progress in the Australian Market

CNESA Admin

November 2, 2025

Projects

Source: PotisEdge

Recently, PotisEdge and Australia’s renowned energy enterprise Club Solar held a signing ceremony to establish a strategic partnership. According to the agreement, the two parties will jointly promote the deployment and application of 2GWh residential energy storage systems in the Australian market.

Through this strategic collaboration, the two sides aim to achieve comprehensive synergy and mutual benefits. Leveraging its strong R&D capabilities and global supply chain resources, PotisEdge will provide internationally competitive residential energy storage solutions, while Club Solar, with its extensive channel network and localized service experience in the Australian market, will build a robust market service system.

CNESA Admin

October 28, 2025

Projects

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

CNESA Admin

October 28, 2025

Projects

Source: Energy Storage News

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

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

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

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

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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

CNESA Admin

October 28, 2025

Events

China-UK Hydrogen and Energy Storage Cooperation Forum Successfully Held

CNESA Admin

October 28, 2025

Events

Source: CNESA

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

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

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

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

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

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

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

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

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

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

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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