Core Insights - The article highlights the rapid development and deployment of commercial energy storage projects by various companies, emphasizing the importance of response speed, delivery efficiency, and service capabilities in the energy storage sector. Group 1: Trina Solar - Trina Solar's 300MWh energy storage project in Egypt was successfully commissioned in just two months, showcasing the company's efficiency in project execution [2][4]. - The Abydos project is Egypt's first integrated solar-storage solution and is part of a larger 500MW solar park, utilizing Trina's Elementa storage solution [4]. - Trina Solar has delivered over 10GWh of projects globally and is involved in multiple international energy storage initiatives [5]. Group 2: Haier New Energy - Haier New Energy launched a solar-storage-charging integrated project in Foshan, Guangdong, which includes a 2.5MWp solar system and a 6MWh storage system [6][7]. - The project is expected to generate an annual power output of 2 million kWh and reduce carbon emissions by approximately 2,260 tons per year [7]. - Haier's AI cloud platform optimizes energy management, potentially reducing electricity costs by about 30% annually, with a total projected return of over 28 million yuan in 15 years [9]. Group 3: Singularity Energy - Singularity Energy completed the second phase of a 200MW/400MWh energy storage project in just 35 days, from equipment dispatch to commissioning [10][12]. - The project utilizes Singularity's distributed smart energy block system and has already set revenue records in the Southwest region [13]. - By April 2025, Singularity Energy aims to have delivered over 1,000 commercial energy storage applications across various sectors [13]. Group 4: Kehua Data - Kehua Data provided an integrated energy storage solution for a project in Latvia, focusing on stable operation under extreme climate conditions [15]. - The S³-EStore solution features advanced liquid cooling technology for precise temperature control, ensuring optimal performance [16]. - Kehua has also successfully commissioned multiple projects, including a 100MW/200MWh storage station in Liyang, Jiangsu [17].

Core Insights - The article highlights the growing demand and diversification in the global energy storage market, with multiple companies securing significant orders across various regions including North America, Australia, Finland, and Indonesia [1]. Group 1: Company Developments - CATL has secured a major order for a total of 550MW/1100MWh battery storage systems for three projects in Texas, USA, with a financing of $233 million from Lydian Energy [2][4]. - The Reeves Plains battery storage project in South Australia, developed by Alinta Energy, has been approved for a first phase of 250MW/1000MWh, with plans to expand to 500MW/2000MWh by 2028 [5][6]. - CATL has publicly announced a total of 45.4GWh of energy storage orders since 2025 [7]. Group 2: New Projects and Collaborations - Jingkong Energy has signed a cooperation agreement with Finnish company AEMA OY to deploy over 300 PotisMobile mobile storage devices, totaling 196MWh, in Finland [10][11]. - Jingkong Energy is also involved in a 160MW/430MWh energy hub project in Texas, USA, in collaboration with SolarMax and Longfellow Energy [11][14]. - Elong Power has entered a strategic cooperation agreement with Indonesia's BPKN to invest approximately $1 billion in off-grid solar-storage projects in remote areas [15]. Group 3: Market Trends and Projections - The U.S. energy storage market is expected to maintain high growth in Q3 due to current tariff policies and the Inflation Reduction Act [5]. - Finland's battery storage market is projected to grow at a compound annual growth rate (CAGR) of 25.1% from 2024 to 2030, driven by the country's carbon neutrality goals and high renewable energy adoption [11].

Core Viewpoint - The recent commissioning of two commercial energy storage projects highlights the growing investment and economic viability of energy storage solutions in China, showcasing significant cost savings and returns on investment for businesses involved in these projects [1][6][7]. Group 1:量道储能 Project - The "Kaiping Keliang Weaving Storage" project, located in Jiangmen, Guangdong, has a capacity of 1.05MW / 2.329MWh and utilizes a liquid cooling series integrated machine provided by量道储能 [2][4]. - The project consists of ten 105kW / 232.9kWh liquid cooling units, which are compact and allow for flexible expansion through parallel connections [5]. - Over a 15-year operational period, the project is expected to save approximately 493,000 yuan annually in electricity costs, with a payback period of four years and an internal rate of return (IRR) of about 25% [6]. Group 2:远大玻纤 Project - The 500KW/1165KWh energy storage project by远大玻纤, with a total investment of 1.114 million yuan, has been successfully commissioned [7]. - This project, located in Xuzhou, consists of five high-performance outdoor energy storage units, each with a capacity of 100KW/233KWh, utilizing advanced lithium iron phosphate batteries and efficient liquid cooling technology [8]. - The project operates under a unified intelligent energy management system (EMS) that employs various charging and discharging strategies, ensuring rapid response capabilities [10]. Future collaboration with Xuzhou Virtual Power Plant Technology Co., Ltd. aims to enhance resource management and support regional green development [10].

Core Viewpoint - The recent policy changes by the Zhejiang Provincial Energy Bureau aim to streamline the management of user-side energy storage projects, particularly those with a capacity of 5MW and above, thereby reducing entry barriers and complexity in approvals, which is expected to facilitate the implementation of large-scale commercial energy storage projects in Zhejiang [5][14]. Summary by Sections Policy Adjustments - The Zhejiang Provincial Energy Bureau has issued a notification regarding the dynamic adjustment of the 2025 new energy storage project construction plan, which includes project additions, reductions, and changes [8]. - User-side energy storage projects of 5MW and above will no longer be subject to provincial annual construction plan management, allowing local energy authorities to manage these projects according to regional needs [14]. User-side Energy Storage Management - Local energy authorities are now authorized to manage user-side energy storage projects, which includes preparing construction plans and reporting them to the provincial energy bureau [2]. - Before starting construction, user-side energy storage projects must be registered with local authorities and consult with grid companies regarding connection plans [2]. Project Statistics - In the first half of the year, there were 34 user-side energy storage projects in Zhejiang with a capacity of 5MW and above, totaling 909MW and 1932.871MWh. These projects accounted for only 2.67% of the total number of user-side energy storage projects in the province, with a power share of 36.32% and a capacity share of 30.68% [4]. Investment and Project Examples - Several notable projects include: - Wuxing East New Town Commercial Energy Storage Project: 189MW, 378MWh, investment of 69.136 million yuan, unit price of 1.829 yuan/Wh - Huangyan District Smart Energy Storage Infrastructure Project: 150.7MW, 301.4MWh, investment of 54.972 million yuan, unit price of 1.8239 yuan/Wh - Other projects range from 6.4MW to 60MW, with investments varying accordingly [6][7]. Future Implications - The policy changes are expected to lower the entry barriers and complexity of approvals for large commercial energy storage projects, thus promoting their implementation in Zhejiang [5].

行家说储能 近日，宁德时代、智光电气、合孚能源、耀威源创4企公布储能新动作：涉及储能系统、工商业储能等内容。 ▋ 宁德时代：与乌兹别克斯坦达成合作意向 Trend报道，近日乌兹别克斯坦国家技术协会主席米尔济约德·尤努索夫与宁德时代高管团队达成初步合作意向，将携手打造联盟，推动乌兹别克斯坦太阳能和风能 存储ESS（储能系统）电池生产的本地化；电动汽车的尖端电池的生产；回收废旧电池环保技术的运用等计划从构思到落地执行。 值得一提的，近年来，宁德时代在全球储能市场的进程持续加速。在海外市场，宁德时代德国工厂产能持续提升，匈牙利工厂的建设持续推进，与Stellantis 合资的 西班牙工厂项目，以及印尼电池产业链项目的筹建工作，完善全球化生产网络。 ▋ 智光储能：国宁新储达成战略合作 7月8日，广州智光电气股份有限公司总裁兼广州智光储能科技有限公司董事长姜新宇，智光储能总经理付金建等领导与国宁新储（福建）科技有限公司总经理江博 一行会面交流，双方签署战略合作协议。 双方将重点突破大容量储能系统在效率提升、安全管控与成本优化等痛点，加速级联高压储能技术以持续创新和市场应用为导向，实现多元场景赋能与广泛应用。 据了解，合 ...

Core Viewpoint - The OBBB Act signed by Trump marks a significant shift in U.S. energy policy towards traditional fossil fuels, while maintaining tax credits for energy storage, which could impact the renewable energy sector negatively [1][15]. Group 1: Key Changes in Tax Credits - The storage ITC subsidy has been extended from 2032 to 2036, providing a longer policy support window for the energy storage industry [2][4]. - The OBBB Act modifies the IRA's clean energy tax credits, particularly affecting battery storage systems under sections 48E and 45Y, with construction start dates typically set for 2033 [2][4]. - The new FEOC (Foreign Entities of Concern) provisions restrict tax credits for projects involving certain foreign entities, particularly those from China, Russia, Iran, and North Korea [7][9]. Group 2: Impact of FEOC Restrictions - The FEOC restrictions may hinder U.S. energy storage projects by excluding foreign entities from receiving tax credits, which could lead to increased project costs and delays [18][19]. - The threshold for material assistance from prohibited foreign entities will increase from 55% to 85% over the next few years, complicating compliance for U.S. developers [10][16]. - The complexity of FEOC rules may deter foreign direct investment in the U.S. clean energy sector, particularly from companies with ties to Chinese entities [19][21]. Group 3: Market Dynamics and Strategic Adjustments - U.S. developers may need to eliminate reliance on Chinese supply chains to qualify for tax credits, potentially leading to strategic shifts in sourcing and production [20][21]. - The anticipated increase in project costs due to the need for domestic sourcing could impact the overall competitiveness of U.S. energy storage projects [18][21]. - The uncertainty surrounding policy changes and the expiration of tariff suspensions on Chinese batteries may further complicate investment decisions in the U.S. storage market [16][18].

Core Viewpoint - Recent developments in the energy storage sector highlight significant contracts and projects involving major companies like Fluence and Tesla, indicating a growing trend in battery storage solutions, particularly in Australia [1][4][9]. Group 1: Company Updates - Fluence has secured a contract for a 600MWh battery storage project in New South Wales, Australia, with AMPYR, which includes a 20-year service agreement [4][6]. - Pritchard's subsidiary, Hai Si Da Sodium Star, has signed a procurement contract for a 30MWh sodium-ion battery storage system with South Grid Technology, marking a significant milestone in sodium-ion battery applications [2][3]. - Tesla has completed the installation of 164 Megapack 2XL units for the Tarong battery storage project in Queensland, which has a total capacity of 300MW/600MWh [7][9]. Group 2: Financial Performance - Pritchard anticipates a net profit of 200 to 240 million yuan for the first half of 2025, representing a year-on-year growth of 38.88% to 66.65% [3]. - Tesla deployed 9.6GWh of battery storage products in Q2 2025, contributing to a total storage capacity of approximately 20GWh for the first half of the year [10]. Group 3: Market Trends - The projects undertaken by Fluence and Tesla are part of a broader strategy to enhance energy storage capacity in Australia, with Fluence's project being a critical first step towards AMPYR's goal of delivering 6000MWh by 2030 [6][9]. - The increasing adoption of sodium-ion batteries, as demonstrated by Pritchard's recent contract, suggests a diversification in battery technology within the energy storage market [2].

Core Insights - The article discusses recent financing activities in the energy storage sector, highlighting a decline in both the number of financing events and total financing amounts compared to the previous year [3][15]. Financing Activities - Two energy storage companies, Jizhao Energy and Carbon Trace Technology, recently announced financing rounds, with Jizhao Energy securing an undisclosed amount in a Pre-A round and Carbon Trace Technology raising several million in a Pre-B round [5][9]. - As of now, there have been 51 financing events in the energy storage industry in 2025, a decrease of 10.52% from the same period last year, with total financing amounts dropping by approximately 50% [3][14]. Company Highlights - Jizhao Energy has developed a liquid metal battery assembly and testing platform and is constructing the first pilot production line for liquid metal batteries in China. The company has completed designs for battery capacities ranging from 50Ah to 600Ah and is working on new high-capacity cells [7][8]. - Carbon Trace Technology plans to use its recent financing to enhance its research and development capabilities and diversify its product offerings, transitioning from an energy battery materials company to an advanced composite materials enterprise. The company has been developing energy storage electrode materials since late 2022 and aims to complete pilot production of its first-generation products by June 2024 [10][11]. Market Trends - The energy storage industry is undergoing significant transformation, with advancements in technologies such as all-vanadium flow batteries, sodium-ion batteries, and solid-state batteries. Capital is increasingly directed towards companies with cutting-edge technologies and clear business models [13]. - The financing landscape shows a preference for early-stage investments, with 14 angel rounds, 15 Series A rounds, and 11 Series B rounds recorded. The focus has shifted towards new technologies in liquid flow batteries, solid-state batteries, sodium-ion batteries, hydrogen storage, and digital energy solutions [18][19].

Core Viewpoint - The article discusses the increasing importance of large-scale fire testing for energy storage systems, which is becoming a mandatory requirement under the upcoming 2026 NFPA 855 standard, shifting from an optional practice to a necessary entry threshold for the industry [1][13]. Group 1: Participation in Fire Testing - A total of 13 energy storage companies, including major players like Envision, Fluence, and BYD, have engaged in large-scale fire testing (LSTF) [1][2]. - The majority of these companies are energy storage system integrators, with a notable presence in the overseas market [2][3]. - The testing has expanded from primarily top-tier companies to include second and third-tier brands, indicating a broader industry engagement [3]. Group 2: Testing Equipment and Standards - Most of the tested equipment consists of containerized energy storage systems, with SigenStack from Sige New Energy being the only exception focusing on commercial energy storage [4]. - The testing is primarily based on standards such as CSA C-800, CSA TS-800, and UL 9540A, with the latter being updated to separate large-scale fire testing as a core guideline [12][13]. Group 3: Testing Conditions and Results - The testing conditions are rigorous, often involving multiple battery units placed in close proximity, with systems charged to 100% state of charge (SOC) and fire suppression systems disabled [9][10]. - Companies have reported varying results, with some achieving significant control over thermal runaway and fire spread, such as Envision maintaining low temperatures in adjacent units during testing [10][16]. - The costs associated with these tests are substantial, with some companies like Sungrow estimating expenses around 30 million yuan for a single test [6]. Group 4: Future Implications - As the NFPA 855 standard is implemented, large-scale fire testing will become a critical requirement for energy storage companies, serving as a testament to their technical capabilities and financial strength [13][14]. - The current lack of similar standards in domestic markets raises questions about whether large-scale fire testing will become a technical barrier in the industry [14].

Core Viewpoint - The article highlights a significant battery storage order of over 3.1 GWh signed between Nandu Power and Trina Solar with Indian renewable energy company ACME Solar, marking one of the largest battery storage procurement projects in India [1][3]. Group 1: Project Details - The project will support multiple renewable energy and battery-connected projects under ACME Solar, with implementation planned across various states in India within the next 12 to 18 months [3]. - The delivery of the systems is scheduled to be completed in phases over the next four to eight months [3]. - The specific supply ratio between Nandu Power and Trina Solar has not been disclosed [4]. Group 2: Company Background - ACME Solar, headquartered in Gurugram, India, has a total installed capacity of 6,970 MW and an operational capacity of 2,890 MW, with an additional 4,080 MW in various stages of implementation [7]. Group 3: Market Context - The Indian government has introduced favorable policies, such as requiring solar projects to include a 10%/2h storage system during bidding and allocating 54 billion INR for the development of 30 GWh battery storage projects [8]. - The National Power Plan of India aims to establish 47.24 GW/236.22 GWh of battery storage systems by 2031-2032 to balance the fluctuations of 365 GW of solar and 121 GW of wind energy generation [9]. - The article suggests that the Indian storage market still has significant growth potential, indicating that the competition among companies in this sector is intensifying [10].