Core Viewpoint - The Australian Energy Market Operator (AEMO) has successfully implemented the Frequency Performance Payment (FPP) reform in the National Electricity Market (NEM), which is seen as a significant milestone for the NEM, effective from June 8, 2025 [1] Reform Key Changes - The reform includes two major changes: the abolition of the "causer pays" model and the introduction of a new framework based on a five-minute contribution factor, primarily affecting semi-scheduled assets like solar and wind farms [2] - A new funding pool has been created under the FPP, charging units with poor frequency performance and compensating those with good performance, benefiting battery storage system owners due to their rapid response capabilities [2] Chain Effects and Additional Benefits - The change from the "causer pays" model will alter how large solar and wind farms share costs, eliminating existing loopholes and prompting owners to seek more accurate forecasting technologies [3] - The FPP framework is expected to attract international capital investment in NEM storage projects, enhancing grid reliability amid the shutdown of coal-fired power plants and the proliferation of investor-owned generation [3] Ensuring Mechanism's Continued Applicability - The FPP framework is designed to be configurable, allowing AEMO to respond to future market changes while maintaining the fundamental calculation rules [4] - AEMO can adjust levers to accommodate performance differences among various assets, ensuring the mechanism remains relevant as energy transition progresses [4]

Core Viewpoint - The construction of the 400MW/1600MWh independent shared energy storage station by Ganfeng Group in Shanxi is a significant step towards enhancing local renewable energy consumption and stabilizing the power grid [1][2]. Investment and Financial Summary - The total investment for the project is 2 billion yuan, with an expected annual revenue of 300 million yuan [2]. - Upon completion, the project is projected to reduce carbon dioxide emissions by over 500,000 tons annually, equivalent to the carbon sequestration benefits of approximately 2,800 hectares of forest [2]. Technology and Innovation - The project utilizes Ganfeng's advanced 5MWh energy storage container system, featuring domestically developed high-cycle, long-life next-generation dual-layer coated 314Ah lithium iron phosphate battery cells [2]. - The energy storage system incorporates Ganfeng's proprietary liquid cooling and fully automated linkage fire protection system [2]. Policy and Market Context - The project aligns with the recent policy developments in Shanxi, including the 136th document which outlines pricing mechanisms for energy storage and the focus on new power system construction [4].

Core Insights - The article highlights a significant decline in the newly installed capacity of new energy storage projects in China, with a year-on-year decrease of 65% in June 2025, attributed to the "rush to install" driven by renewable energy [2][5]. Summary by Sections Overall Market Performance - In June 2025, the newly installed capacity of new energy storage projects reached 2.33 GW/5.63 GWh, marking a year-on-year decline of 65% and a month-on-month decline of 71% [2][5]. - Despite the negative growth in June, the second quarter saw a total of 12.61 GW/30.82 GWh of new installations, which is a year-on-year increase of 24% and 27% respectively [2][5]. Regional Insights - Jiangsu province led the country with over 750 MW of new installations in June, accounting for more than 35% of the national total [5][12]. - In Inner Mongolia, 17 new projects commenced construction in June, with a total capacity of 8.2 GW/33.1 GWh [5][18]. Storage Duration - The average storage duration for new projects in Xinjiang, Inner Mongolia, and Qinghai exceeded 3.5 hours, while most other provinces had an average duration of around 2 hours [5][15]. Technology Trends - Lithium battery technology dominated the new installations, with lithium iron phosphate battery technology accounting for 89% of the installed capacity. Non-lithium technologies, such as vanadium flow batteries, also saw deployment [5][16]. Market Expectations - The total new installed capacity for the year is expected to exceed 43 GW, driven by over 23 GW of projects currently under construction and more than 10 GW in planning stages [5][19].

Core Viewpoint - The acquisition of Powin by FlexGen highlights the competitive landscape and development trends in the U.S. energy storage market amidst industry turmoil and consolidation [1] Group 1: Powin's Financial Struggles - Powin, based in Oregon, is facing severe financial difficulties and has filed for Chapter 11 bankruptcy protection, with potential layoffs and operational halts by the end of July 2024 if no solutions are found [2] - The company attributes its financial challenges to industry headwinds, including uncertainties from U.S. import tariffs and the future of investment tax credit (ITC) incentives [2] - A temporary order from the New Jersey bankruptcy court allows Powin to access $2.75 million in debtor-in-possession (DIP) financing, with FlexGen designated as the lead bidder for this financing [2][3] Group 2: FlexGen's Acquisition Motivation - FlexGen aims to acquire Powin to leverage its extensive customer base and project portfolio in the U.S. and abroad, believing that Powin's product offerings can complement its own business [4] - FlexGen, originally a microgrid control specialist, has 15 years of field deployment experience and a proprietary energy management system (EMS) software platform, Hybrid OS [5] - Powin is a pioneer in the U.S. battery energy storage system integration field, with a focus on battery hardware integration and battery management system (BMS) development [5] - The acquisition would allow FlexGen to enhance its position in the energy storage value chain by expanding from software integration and operations to hardware integration, thereby increasing overall competitiveness [5] - Powin's global market presence in the U.S., Australia, Asia, and Europe would enable FlexGen to quickly penetrate these overseas markets and expand its market share [5] Group 3: Supplier Relationships - Both FlexGen and Powin are procurement partners of CATL, with FlexGen having signed a long-term supply agreement for 10 GWh of EnerC liquid-cooled storage containers in 2022 [6]

文 | 新华日报 记者从国家电网获悉，受持续高温影响，截至7月7日，江苏电网最高用电负荷 已在年内第三次 刷新历史纪录 ，达1.52亿千瓦。而7月6日，在国网江苏省电力有限公司电力调控中心统一指挥 下， 全省93座新型储能电站在晚间用电高峰时集中向电网放电 ，最大放电功率达714万千瓦， 实现了我国最大规模新型储能的集中调用。 新型储能被喻为"超级充电宝"，在用电高峰可放电发挥顶峰调节作用，同时在用电低谷可充电助 力新能源消纳。 6日晚，为了支撑晚间电网用电高峰，共有 64个电网侧储能、29个电源侧储能电站 参与集中放 电，总参与容量724.8万千瓦，实际最大调用规模为714万千瓦；这是继去年夏季集中调用455 万千瓦新型储能后， 创造了集中调用规模的新纪录 ，同比增长56.9%。 在此次新型储能集中调用中，国网江苏电力通过新一代调度支持系统，在用电高峰同时向超过 700万千瓦新型储能发出放电指令，最大可同时满足约4800万户居民一个小时的用电需求。 看似简单，其实充电放电的时机要精心选择。放电， 在考虑城市用电需求的前提下，还要尽可 能让储能项目获得收益 。"从空间来讲，江苏储能项目多位于苏北，用电却集中在 ...

Core Viewpoint - The article discusses the launch of a national-level zero-carbon park application process by the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the National Energy Administration, emphasizing the importance of transitioning to renewable energy and reducing carbon emissions in industrial parks [1][8]. Group 1: Key Tasks for Zero-Carbon Park Construction - Accelerate the transformation of energy use structure by enhancing the development and utilization of renewable energy in parks and surrounding areas, supporting the matching of parks with non-fossil energy generation resources, and promoting green electricity supply models [9][10]. - Promote energy conservation and carbon reduction by establishing energy and carbon emission management systems, conducting energy efficiency assessments, and encouraging the construction of ultra-efficient and zero-carbon factories [10][11]. - Optimize the industrial structure of parks by developing low-energy, low-pollution, and high-value-added emerging industries, and exploring green energy manufacturing [10][12]. Group 2: Support and Funding Measures - The National Development and Reform Commission will utilize existing funding channels to support zero-carbon park construction, encouraging local governments to provide financial backing through special bonds and long-term credit support from policy banks [6][13]. - Support for enterprises to issue bonds for zero-carbon park construction and the introduction of external talent and technology for energy-saving and carbon reduction initiatives [6][13]. Group 3: Basic Conditions for Application - The construction entity for national-level zero-carbon parks must be a provincial-level or above development zone, with the possibility of including newly established emerging industrial parks or high-tech parks [3][20]. - The application can cover the entire park or a "park within a park" model, requiring clear boundaries and management responsibilities [3][20]. - Parks must have a certain foundation in energy consumption and carbon emission statistics, and must not have experienced major safety or environmental incidents in the past three years [4][5][20]. Group 4: Evaluation and Implementation - After the construction period, provincial development and reform commissions will conduct self-assessments, and those meeting requirements will undergo evaluations by the National Development and Reform Commission to officially become national-level zero-carbon parks [5][15]. - The article outlines a structured approach for the application process, including the need for comprehensive feasibility analysis and economic, environmental, and social benefit assessments [15][22]. Group 5: Indicators for Zero-Carbon Parks - Core indicators include a unit energy consumption carbon emission target of ≤0.2 tons per ton of standard coal for parks with an annual energy consumption of 20-100 million tons, and ≤0.3 tons for those with ≥100 million tons [28][30]. - Guiding indicators include a clean energy consumption ratio of ≥90% and an industrial solid waste comprehensive utilization rate of ≥80% [28][30].

Core Viewpoint - The article emphasizes the importance of promoting the scientific planning and construction of high-power charging facilities to support the development of the electric vehicle industry and the transition to a green and low-carbon transportation energy sector. The goal is to have over 100,000 high-power charging facilities nationwide by the end of 2027, with improved service quality and technological advancements [5][7]. Group 1: Planning and Development - The notification calls for a focus on high-power charging facilities that have a utilization rate exceeding 40% during major holidays for upgrades [1][7]. - Local economic development levels, electric vehicle promotion efforts, and power resource distribution should guide the planning of high-power charging facilities [6]. - The provincial departments responsible for charging facility development are tasked with setting development goals and construction tasks for high-power charging facilities [6][7]. Group 2: Construction and Operation - Project construction units must comply with legal procedures for project filing, and local departments should strengthen supervision to avoid resource waste [8]. - The government is encouraged to support quality operators in building and operating charging stations, particularly in public transport and logistics sectors [8]. - Charging operators are required to enhance the quality and efficiency of their services, aiming for a device availability rate of no less than 98% [9]. Group 3: Safety and Management - Safety management is emphasized, with strict adherence to national standards for the design, construction, and operation of charging stations [10]. - Charging operators must ensure compliance with quality regulations and maintain high safety standards in their operations [10]. Group 4: Integration with Power Grid - The integration of high-power charging facilities with the power grid is crucial, with studies on the impact of charging loads on regional distribution systems [11]. - The establishment of efficient interaction mechanisms between charging stations and the power grid is encouraged, including the use of solar power and energy storage [11]. Group 5: Technical Standards and Innovation - Continuous development of technical standards for high-power charging is necessary, covering various aspects such as equipment, safety, and digitalization [12]. - Encouragement for technological innovation in charging equipment to improve efficiency and lifespan is highlighted, including research on high-capacity charging technologies [13]. Group 6: Support and Coordination - Local departments are urged to enhance support for the development of high-power charging facilities, including land, power supply, and financial policies [14][15]. - Coordination among various governmental departments is essential for effective planning and implementation of charging infrastructure [16].

文 | 鲁能新能源(集团)有限公司内蒙古分公司 储能电站是积极响应国家能源战略，推动"碳达峰、碳中和"目标实现的重要布局，其作为现代能源体系的重要组成部分，高效整合和优化了电 力系统运行能力，对于提高电力的可靠性和稳定性至关重要。项目建成投运后，将显著提升乌海市电力系统的稳定性和绿电能源的消纳能力。 相关阅读 587Ah半固态电芯！双登股份6.25MWh液冷储能系统新品发布 搭载超大容量固态电池！南都电源8.338MWh储能系统发布 314Ah半固态电池产品首次量产 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 6月26日，乌海市20万千瓦/80 万千瓦时固态电池储能电站项目开工仪式举行。 该项目位于内蒙古乌海市海南区乌海高新技术产业开发区低碳产业园内， 建设单位是 中绿电（乌海）储能有限公司 。包括20万千瓦/80万千 瓦时储能场区、1座110千伏升压站（含综合楼），项目占地面积100亩，计划总投资近7亿元，建设规模为20万千瓦/80万千瓦时，建设类型为 半固态磷酸铁锂电池 ，每个半固态电池预制舱的额定容量为5.015MWh，选用314Ah半固态磷酸铁锂电芯， 电 ...

Core Viewpoint - The signing of the cooperation framework agreement between BYD Energy and State Grid Hunan Comprehensive Energy Service Co., Ltd. marks a significant step towards establishing a deep and comprehensive partnership in the distributed energy storage sector, aiming to drive innovation and sustainable development in the energy industry [1][3]. Group 1: Partnership Details - The agreement emphasizes mutual recognition as long-term partners, focusing on principles of complementary advantages, joint development, integrated innovation, and mutual benefits [3]. - Both parties aim to explore innovative paths to address pain points in distribution networks and expand the future development space for new energy storage [3]. Group 2: Company Profiles - State Grid Hunan Comprehensive Energy Service Co., Ltd. is a pioneer in the new energy storage industry, having established a complete ecosystem covering planning consultation, system integration, smart operation, and product research and development [3]. - The company has developed a blockchain-based smart control platform for energy storage, recognized as a major technological equipment, leading the way in cluster management of energy storage facilities [3]. Group 3: BYD Energy's Role - BYD Energy focuses on the research, development, manufacturing, sales, service, and recycling of energy storage systems, creating a complete industrial chain [3]. - The company aims to provide safe and reliable battery storage systems, contributing to the global low-carbon energy transition [3]. Group 4: Future Outlook - The cooperation is expected to foster organic integration of both parties' strengths, promoting green development consensus and expanding cooperation areas to tackle contemporary challenges [4].

文 | 中关村储能产业技术联盟 2025年7月5日，由 中关村储能产业技术联盟、中国能源研究会储能专委会 联合主办的 "储能未来星"主题科普实践活动 在天津成功举办。此 次活动中，京津两地中小学生分别走进 天津消防研究所应急安全教育实训基地、天津大学国家储能技术产教融合创新平台 ，开启了一场沉浸式 的能源科技探索之旅。 安全筑基，应急科普强意识 在天津消防研究所实训基地 ，同学们在讲解员的专业引导下深入体验了 "烟热逃生"、"地震避险"、"跨步电压防护" 等模拟场景，在实践中掌 握了应急自救的关键技能。 针对日常安全隐患 ，讲解员通过真实案例剖析了电池火灾风险及家庭安全防护要点。 在急救训练环节 ，学生们通 过假人模型认真演练心肺复苏与海姆立克急救法，将生命安全知识深植于心。 心肺复苏模拟训练 跨步电压体感模拟与防护 储能领域科学家介绍 前沿电池技术展示 储能科普宣传片展演 动手创造，小小储能师初长成 创意工坊将活动 推向高潮。在 "水果电池发电站"，柠檬串联铜锌片成功点亮LED灯，孩子们惊呼"酸水果竟是天然电池"；"太阳能充电宝 DIY"环节，太阳能板在阳光下为风扇蓄能，引发对阴天储能的深度思考；手摇发电机 ...