行家说储能·2025-07-16 11:55Core Viewpoint - The article emphasizes the significant potential for cooperation between China and Australia in the clean energy and storage sectors, particularly in building a resilient and competitive green industrial chain [1][2]. Group 1: China-Australia Cooperation - The cooperation between Chinese and Australian companies in the energy storage sector has made positive progress, highlighted by BHP's memorandum of understanding with CATL and BYD's subsidiary for storage collaboration [2]. - Australia is a major supplier of lithium, providing 60% of China's lithium imports, while China dominates the global supply chain for energy storage, with over 93% of global shipments of lithium batteries expected in 2024 [2]. Group 2: Australian Energy Storage Market Growth - The Australian energy storage market is projected to grow significantly, with utility-scale battery storage systems expected to double in deployment by the 2024 fiscal year, reaching 18 GW by 2035, up from 2.3 GW in 2024 [4]. - By 2050, Australia will require 49 GW of battery storage and pumped hydro, which is over 15 times the current capacity [4]. Group 3: Recent Developments in Energy Storage Projects - Australia has seen a surge in energy storage projects, with two large battery storage projects recently submitted for approval: a 300 MW/1200 MWh project and a 1000 MW/4000 MWh project [7]. - Chinese companies have secured a significant portion of overseas energy storage orders, with Australia accounting for nearly 24% of the total overseas order capacity in the first half of 2025 [7]. Group 4: Key Projects and Collaborations - Notable collaborations include CATL supplying for three storage projects in Texas with a total capacity of 550 MW and 1100 MWh, and other partnerships involving companies like Huichuan Technology and Jinko Energy in various Australian projects [9].