Core Insights - The article discusses the transition of the energy storage industry from policy-driven to market-driven, highlighting the performance of companies in the first half of 2025 [1] Order Data - A total of 165 energy storage orders were publicly announced by June 27, 2025, with 151 orders revealing specific capacities, amounting to 291.399 GWh [1] - The highest number of orders was recorded in May, with 40 orders, while February had the highest total capacity of 93.107 GWh [3] Order Types and Capacities - Energy storage system orders reached 155.591 GWh, with 13 lithium battery/cell orders totaling 90.719 GWh and 110 system orders [5] - Publicly disclosed PCS-related orders totaled 2.45 GW, primarily involving companies like Huichuan Technology and Shangneng Electric [6] Geographic Distribution - Over 70% of the orders were for overseas projects, with 116 out of 165 orders being international, totaling 150.085 GWh [11] - Australia had the largest order volume at 33.858 GWh, followed by Japan with 22.446 GWh [14] Company Performance - Companies like EVE Energy secured 63 GWh in orders, while CATL added 43.3 GWh, including significant projects in Australia and the UAE [19] - A total of 49 GWh-level orders were recorded, indicating that gigawatt-scale transactions are becoming the norm in the energy storage sector [20] Major Contracts - Notable contracts include EVE Energy's 50 GWh strategic procurement with Haibosichuang and CATL's 24 GWh EnerQB long-duration storage system project in Australia [23] - Other significant agreements involve BYD's 12.5 GWh project with Saudi Electricity Company and partnerships for various international projects [24]