突发！云南叫停磷酸铁锂储能电站！

Core Viewpoint - The recent announcement from Yunnan Province's Energy Bureau indicates a shift in policy direction, signaling a slowdown in lithium battery energy storage development while promoting long-duration storage technologies like all-vanadium flow and compressed air storage [2][5]. Summary by Sections Energy Storage Development - As of June 2025, Yunnan Province plans to have 4.987 million kilowatts of new energy storage capacity, primarily using lithium iron phosphate technology, which is currently the dominant technology across the country [1]. - The rapid development of independent energy storage has created new opportunities for lithium battery storage following the halt of mandatory storage policies [1][5]. Market Dynamics - The "Document 136" issued by the National Energy Administration in February 2023 halted mandatory storage policies, which were crucial for the rapid growth of the energy storage market in previous years [5]. - Despite the halt, independent storage is experiencing significant growth, with a projected increase in new installations in 2025, where independent/shared storage projects are expected to account for over half of the new installations [5]. Technological Landscape - By the end of 2024, the cumulative installed capacity of new energy storage projects in China is expected to reach 73.76 GW/168 GWh, with over 90% being electrochemical storage [4]. - Lithium iron phosphate batteries are favored due to their high safety, long cycle life, low cost, and high energy density, with costs dropping to around 0.3 yuan/Wh [4]. Industry Challenges - The announcement from Yunnan Province may significantly compress the development space for lithium iron phosphate storage if adopted by other provinces, potentially impacting the overall growth of this technology [5].