Workflow
液流电池技术:大国能源安全与经济发展的战略支点

Group 1: Energy Security - The geopolitical turmoil, particularly the Russia-Ukraine conflict, has heightened energy security risks for China, which relies on foreign imports for over 70% of its oil and 40% of its natural gas [2] - The unique advantages of flow battery technology, particularly its core material (vanadium), which China possesses in abundance (47% of global reserves), can significantly reduce dependence on sensitive imported resources like lithium and cobalt [2] - Flow batteries can effectively address the issue of renewable energy curtailment, with China experiencing over 30 billion kilowatt-hours of renewable energy wastage in 2023 [3] Group 2: Economic Development - The all-vanadium flow battery industry encompasses a complete supply chain, including vanadium mining, electrolyte preparation, and system integration, which can significantly stimulate high-end materials and precision equipment sectors [5] - Developing all-vanadium flow batteries can increase the value of vanadium products by 5-10 times, creating a closed-loop economy with 100% recyclable electrolytes [7] Group 3: International Competition - China has the opportunity to break through the "green technology hegemony" of the US and EU, as flow battery technology has not yet formed a monopoly internationally, and China holds a 38% share of global flow battery patents as of 2023 [8] - The long-duration storage characteristics of flow batteries align perfectly with the renewable energy needs of regions with weak power grids, such as Southeast Asia and Africa, allowing China to export technology and standards through the Belt and Road Initiative [9] Group 4: New Power System - Flow batteries can serve as a hub for building a coordinated "source-grid-load-storage" system, adapting flexibly to various applications in renewable energy storage, grid frequency regulation, and backup power [11] - With the projected increase of wind and solar power to 60%-70% of total electricity generation by 2060, flow batteries are essential for balancing the grid and addressing the intermittency of renewable energy sources [12] - Despite higher initial investment costs, flow batteries are expected to achieve a levelized cost of electricity (LCOE) below 0.1 yuan, making them economically favorable compared to lithium batteries in long-duration storage scenarios [13]