云南叫停磷酸铁锂储能？

Core Viewpoint - Yunnan Province is adjusting its energy storage policy, focusing on diversifying storage technologies beyond lithium iron phosphate (LFP) batteries, particularly for centralized shared storage projects, while allowing LFP for other applications [2][4]. Group 1: Policy Changes and Implications - The Yunnan Energy Bureau's response indicates that by June 2025, the province will have 4.987 million kilowatts of new energy storage capacity, all based on LFP technology, highlighting a single technology reliance [2]. - The new policy specifically targets "centralized shared storage projects," allowing other storage applications, such as generation-side and user-side storage, to continue using LFP technology [4]. - On the same day the policy was announced, the Yunnan Red River Prefecture Environmental Protection Bureau approved an LFP-based shared storage project with a capacity of 200MW/400MWh, indicating ongoing project development [4]. Group 2: Market Trends and Technology Development - LFP batteries are widely used due to their high safety, long cycle life, low cost, and high energy density, with over 90% of various storage applications expected to use LFP batteries by 2024, and 94% in the first half of this year [4]. - The demand for long-duration storage solutions is increasing due to the rise of renewable energy and the need for grid stability, especially during extreme weather [5]. - Industry experts predict that long-duration storage solutions (4 hours or more) will become the mainstay of the storage industry, particularly in Yunnan, which experiences seasonal power fluctuations [6]. Group 3: Technological Innovations in Long-Duration Storage - Recent advancements in lithium battery technology have improved cycle life and safety, enabling them to meet long-duration storage market demands [7]. - Companies like CATL and EVE Energy are actively developing long-duration storage solutions, with products like the 628Ah battery from EVE Energy and a collaboration between Quinbrook Infrastructure Partners and CATL for an 8-hour battery storage project in Australia [7][8]. - The global first 1,175Ah long-duration storage battery was announced by Hicharge Energy, showcasing the industry's push towards higher capacity solutions [9].