CATL(SZ:300750) 行家说储能·2025-07-11 10:21Core 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].