【电新】发改委能源局出台消纳指导意见，内蒙发布26年储能补贴政策——碳中和领域动态追踪（一百六十五）（殷中枢/和霖）

Core Viewpoint - The article discusses recent policy developments in China's energy sector, particularly focusing on the promotion of new energy consumption and regulation, highlighting the importance of establishing a capacity pricing mechanism for new energy storage alongside traditional coal and pumped storage power [4][5]. Group 1: Policy Developments - The National Development and Reform Commission and the National Energy Administration released guidelines to enhance the consumption and regulation of new energy [4]. - The guidelines emphasize the need to improve the capacity pricing mechanism for coal power, pumped storage, and new energy storage, indicating that new energy storage may be aligned with coal power in terms of capacity pricing [5]. Group 2: Regional Initiatives - Inner Mongolia will continue to provide compensation for energy storage in 2026, although the compensation standard will decrease by 20% from 2025, remaining at a relatively high level [6]. - The compensation standard for independent new energy storage stations in Inner Mongolia is set at 0.28 yuan/kWh for 2026, down from 0.35 yuan/kWh in 2025, but still offers a favorable economic outlook for projects [6]. Group 3: Market Dynamics - The capacity pricing mechanism is expected to evolve, ensuring the healthy and orderly development of the energy storage industry, with costs being passed on to commercial users [7]. - The profitability of energy storage stations is influenced by the installation of wind and solar power, creating a "seesaw effect" where increased storage capacity can lead to decreased capacity fees and narrowed arbitrage margins [8].