26 June 2025 Global Energy Storage Global Energy Storage: Key takeaways from our battery value chain conference Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com Over the past 6 weeks we held a series of webinars with executives from leading companies across the battery value chain to explore the opportunities and risks facing the industry. Below are our key takeaways. China ...

Newport Beach, CA, June 30, 2025 (GLOBE NEWSWIRE) -- Bimergen Energy Corporation [OTCQB: BESS], (“the Company” or “Bimergen”), a developer of utility-scale battery energy storage projects and an independent power provider, today announced the proceeding of a corporate action to cancel 1,287,694 shares upon a shareholder litigation completion. This action follows the favorable ruling from the Superior Court of California from a litigation which began in 2023, aimed at increasing shareholder value. These shar ...

Summary of Shoals Technologies Group (SHLS) Update / Briefing Company Overview - Shoals Technologies Group specializes in electrical balance of system (eBOS) solutions for the solar energy market, particularly focusing on battery energy storage systems (BESS) [6][7] - The company is diversifying its offerings beyond utility-scale solar, investing in new growth opportunities including OEM, commercial and industrial (C&I), international markets, and BESS [7] Industry Insights - The BESS market is a critical component of renewable energy, providing energy storage using rechargeable batteries [9] - Key battery technologies include lithium-ion and lithium iron phosphate, which dominate the market [10] - The BESS market is expected to grow at an annual rate of nearly 30% over the next ten years, increasing from approximately 24 gigawatts to over 200 gigawatts by 2034 [12] - The market value is projected to exceed $100 billion by 2034, with significant growth in long-duration energy storage technologies [13] Product Offerings - Shoals does not sell batteries but focuses on interconnection solutions between batteries and inverters, including combiners, recombiners, and multi-load break disconnect switches [14][15] - Products are designed for high efficiency in DC coupled applications, which consolidate and distribute DC power from battery containers [18] - The company emphasizes high-quality, custom-engineered solutions that are integral to solar plus storage and standalone storage systems [17] Customer Base - Shoals serves a diverse customer base including EPCs, integrators, OEMs, and data centers, with a focus on solar plus storage projects [20] - Long-standing relationships with customers in the solar space provide a competitive advantage, allowing the company to introduce its new eBOS solutions [24] Competitive Advantages - The company highlights its innovative product offerings, customizable solutions, and ongoing investment in product development as key differentiators in the market [22][24] - Shoals is scaling operations with a new mega plant of over 630,000 square feet dedicated to BESS production [23] Market Strategy - The company aims to educate design engineers, EPCs, and contractors about its solutions to penetrate the market further [31] - Shoals intends to cast a wide net in its marketing strategy, focusing on various customer segments rather than just a few large names [30] Additional Insights - The BESS market is essential for managing intermittent renewable energy sources, ensuring grid reliability, and supporting peak power demand [11] - The company is positioned to meet the growing energy demands driven by sectors such as AI and data centers [11]

Power producer Globeleq said its $300-million Red Sands project in South Africa, that will be the biggest standalone battery energy storage system on the continent, has reached commercial close https://t.co/ixperNeJb3 ...

Queue, Tesa Megapacks, Supercapacitors, Gigawatt-scae Batteries, PyTorch No Power Pant Bow Up 2 minutes June 25, 2025 A Training Load Fuctuations at Gigawatt-scae Risk of Power Grid Backout? //108GW Large Load No comments By Jeremie Eiahou Ontiveros, Ajey Pandey and Dyan Pate The argest A abs are racing to buid muti-gigawatt-scae datacenters, and stressing our century-od power grid to an unprecedented extent. Not ony is the scae massive, but A training workoads have a very unique oad profie, unexpectedy ris ...

户储产品消费领先的国家 / 区域是欧洲、美国、乌克兰、日本、澳洲、非洲、中东、东盟、俄罗斯。欧洲仍是市场占比最大，最成熟的市场， 但是由于电价下降，增速明显下滑， 2024 年增速较快的市场是：美国、乌克兰、澳洲、南非、 尼日利亚 、巴西等国家。 SPIR 预测， 2030 年全球户用储能市场将达到 180Gwh ，相比 2024 年增长 547% 。 倒计时18天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店 近日，全球新能源产业研究机构 -- 起点研究院 SPIR 和海外储能研究联合发布了《 2025 全球户用储能行业研究白皮书》， SPIR 数据显 示， 2024 年全球户用储能出货规模为 27.8Gwh ，同比增长 19% 。 2021-2030年全球户用储能市场规模：Gwh 数量来源：起点研究院 SPIR，海外储能研究院，2025.6 备注： 户用场景指家庭住宅储能系统，不含工商业及公共事业项目 2024年全球户用储能市场区域分 ...

Core Insights - Eos Energy Enterprises, Inc. has successfully closed a $250 million offering of convertible senior notes due 2030, enhancing its financial flexibility to scale operations and meet global demand for long duration energy storage [1][2][3] - The company has strategically repurchased maturing debt and restructured its capital, resulting in approximately $400 million in savings over the terms of its debt [3][4] - Eos is expanding its manufacturing capabilities with a new state-of-the-art battery module manufacturing line expected to be operational in the first half of 2026, reflecting strong demand [7][8] Financial Position and Capital Structure - The recent capital raise was oversubscribed, indicating strong investor confidence in Eos' market potential and strategic plan [2] - Proceeds from the offerings were utilized to fully repurchase a $125.9 million convertible senior note due 2026, saving $8.3 million in interest [5] - The company reduced the interest rate on its Delayed Draw Term Loan (DDTL) from 15% to 7%, significantly lowering its cost of capital [5] Operational Momentum - Year-to-date, Eos has shipped more energy storage cubes than in all of 2024, with Q2 shipments exceeding Q1, showcasing strong manufacturing execution [8] - Eos is implementing automation enhancements to improve production efficiency, including the installation of its first bi-polar sub-assembly [7][9] Technological Advancements - Eos is advancing its Z3 energy storage system, achieving round trip efficiency above 80% and exceeding 90% for some longer duration applications [10][12] - The company's inline cube design has demonstrated significant cost efficiencies, with a recent project showing a 96% reduction in installation costs [11] Strategic Partnerships and Market Position - Eos has partnered with PA Consulting Group to quantify the value of its technology, demonstrating potential for 30-50% higher revenues over the life of a project compared to incumbent technologies [12] - The company is well-positioned to meet the growing demands for energy storage solutions, contributing to grid reliability and resilience in the evolving energy landscape [13]

相关阅读 文 | 宁夏日报 6月14日，记者从国网中卫供电公司获悉，宁夏两座长时储能电站—— 枣园第一储能电站 和 麦垛山第 一储能电站 日前相继在中卫市并网投运，为新能源消纳注入新动能。 长时储能系统是指能够储存电能并在4小时内完成充放电循环的储能装置。相较于普通储能系统，4小 时储能系统具有更长的放电时间，能够更好地平衡电力系统的供需关系，实现电力的跨时段调节。 位于中宁工业园区内的枣园第一储能电站，作为宁夏电网首座长时储能电站，储 能装机容量为400兆 瓦时，由40套5兆瓦/20兆瓦时储能单元构成 ，每个单元配置20兆瓦时电池系统和1250千瓦×4储能 变流器，该储能电站一次充放电可达40万千瓦时。 麦垛山第一储能电站 位于中卫市沙坡头区镇罗镇， 建设规模为 220兆瓦/880兆瓦时， 该储能电站一 次充放电可达88万千瓦时，储能容量创全区新高。 据介绍，枣园第一储能电站和麦垛山第一储能电站，其充（放）电一次用时4小时，年均充放250次， 年均累计充（放）电3.2亿千瓦时。（宁夏日报记者 鲁延宏） | 联盟官微 | | --- | | 关注政策、项目、企业、市场活动 | | 联盟官方小秘书 | | 入会 ...

6月14日，山东高速鲁东新能源有限公司共享储能电站项目施工总承包招标公告发布，项目位于山东省威海市，储能电站规模200MW/400MWh，储 2. 项目概况与招标范围 | 山东高速鲁东新能源有限公司计划实施威海 200MW/400MWh 独立共享储能电 | | --- | | 2.1 项目概况 站项目,位于山东省威海市,占地面积约50亩,220KV 并网,与接入点距离 | | 约 0.8km。储能电池选用 195MW 磷酸铁锂电池,搭配 5MW 磷酸铁钠电池。 | | 上述共享储能电站项目(含200MW/400MWh 储能场区、220kV 升压站及 220kV | | 送出线路)的施工总承包,包括与工程建设及并网调试相关的全部手续办理, | | 工程建设期间所有的民事补偿及协调包括全部设备采购及监造;土建及电气 | | 安装工程施工;调试:试运行;移交生产验收、竣工验收:整体系统质保期 | | 限的相关服务(包含质保期内所有备品备件、专用工具采购供应以及相关的 | | 技术资料整理等): 1. 设备采购及监造 储能电站全部设备采购,以及储能 | | 系统、主变、GIS等主要设备的监造工作。2. 建安工程 储能 ...

Large-scale testing by Fluence and CSA Group shows Gridstack Pro 5000 system, delivering up to 5.6 MWh in a 20-foot enclosure, surpassing current and emerging safety standardsARLINGTON, Va., June 12, 2025 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. ("Fluence") (NASDAQ: FLNC), a global market leader delivering intelligent energy storage, services, and asset optimization software, today announced the successful completion of one of the largest fire safety evaluations in the energy storage industry. In partnershi ...