关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：SK新能源江苏 SK On成功拿下大规模ESS（能源储存系统）项目，将凭借本地生产的磷酸铁锂（LFP）电池正式进军北 美ESS市场。 SK On于9月4日正式宣布，与美国科罗拉多州可再生能源企业"Flatiron Energy Development"（以下简 称Flatiron）签订了规模达1GWh的ESS供应协议。据协议， SK On将于2026年为Flatiron在马萨诸塞州 推进的项目供应搭载LFP电池的集装箱型ESS产品。 此外，SK On还获得了Flatiron公司截至2030年在马萨诸塞州等美国地区推进的6.2GWh规模项目的"优 先谈判权（Right of First Offer）"。通过双方协商， SK On将自2026年起，在未来四年内供应最高可 达7.2GWh的ESS产品。 为满足北美市场需求，SK On计划在2026年下半年启动ESS专用LFP电池的量产工作，并将美国佐治亚州 SK电池工厂的部分电动汽车电池生产线转换为ESS专用产线，以此建立快速响应的本地化供应链体系。 SK On的E ...

Core Insights - Pacific Green Technologies, Inc. has successfully completed a financing raise of up to AU$77 million to support the development of a 7 GWh battery energy storage pipeline in Australia [1][2]. Group 1: Financing and Development - The financing will be provided by Longreach Credit Investors and Australian Philanthropic Services Foundation over a 24-month period [1]. - The capital raised will enable Pacific Green to expand its platform footprint and accelerate the development of its battery energy storage system (BESS) projects across the Australian National Electricity Market [2]. Group 2: Strategic Partnerships - The partnership with Longreach Credit Investors reflects their commitment to supporting high-quality Australian businesses through customized debt solutions [3]. - Australian Philanthropic Services Foundation expresses excitement in continuing support for Pacific Green as it advances the energy transition in Australia [3].

Fluence's diversified supply chain and U.S.-based production continues to provide customers with reliable storage systems that help reduce exposure to changing trade dynamics. The Houston facility plays a crucial role in the company's strategy to onshore production of every major product and component of a grid-scale battery energy storage system to the United States. "There's broad recognition of the enormous value batteries bring to the electricity grid—to address increased power demand, maintain reliabil ...

Core Viewpoint - Nandu Power has signed an order for an independent energy storage project with a total capacity of 2.8 GWh, utilizing its self-developed 314Ah semi-solid state battery, marking the largest application of semi-solid battery storage globally [2] Group 1: Project Details - The order includes a 1.2 GWh project in Shenzhen and two 800 MWh projects in Shanwei [2] - The projects are expected to consume over 1 billion kWh of renewable energy annually, enhancing the grid's capacity to absorb renewable energy in the Guangdong-Hong Kong-Macao Greater Bay Area and reducing approximately 1 million tons of CO2 emissions [2] Group 2: Battery Technology - The 314Ah semi-solid state battery employs oxide solid-liquid mixed electrolyte and high melting point polymer separator technology, which suppresses lithium dendrite growth, reduces thermal runaway risks, and maintains high ionic conductivity to enhance battery safety and lifespan [2] - This project represents the first commercial application of solid-state battery technology at the GWh level, with operational data expected to support future developments [2] Group 3: Research and Development - Nandu Power began developing solid-state batteries in 2017, with a 30Ah all-solid-state battery expected to resolve the "solid-solid interface" issue by the end of 2024, improving cycle life and rate performance [2] - The 783Ah solid-state battery, set to be released in April 2025, will feature multiple technological improvements to enhance energy density and safety performance [2]

Core Insights - Pacific Green Technologies, Inc. has signed a landmark framework agreement with Re2 Capital Ltd. for capacity revenue swap arrangements across four Battery Energy Storage System (BESS) projects in Australia, supporting 2GWh of new storage capacity [1][2][3] - This agreement is a significant milestone in Pacific Green's growth, accelerating the route to market for its 7GWh Australian project portfolio [2] - The combined agreements with Re2 and ZEN Energy enable Pacific Green to guarantee revenue underwriting for 3.5GWh of battery projects in Australia, marking a major milestone for the company's development business [3] Company Developments - The framework agreement with Re2 Capital is described as an industry-first, highlighting its importance for both Pacific Green and the wider energy market [2][4] - The agreement aims to strengthen the National Electricity Market in Australia and facilitate the continued penetration of renewable energy [4]

电费暴涨：危机与转机——电池储能的万亿级市场 这为电池储能技术创造了巨大的市场机会。十年前，大规模电池储能还被视为成本高昂、技术不成熟的"烧钱玩具"。然而，十年间，电池储能技术的成 本下降了惊人的75%，技术也日趋成熟。这相当于同等设备的成本骤降至原来的四分之一。成本的大幅下降，使其从奢侈品转变为电力系统的必需品。 越来越多的电力公司意识到，没有储能系统，就无法有效管理电网。 电池储能系统如同电网的"缓冲器"，在用电低谷储存多余电力，在用电高峰释放，实现"削峰填谷"，提高电网效率并降低停电风险。 钠离子电池：美国的"新突破" 在电池储能技术竞争中，中国一直领先。但美国另辟蹊径，大力发展钠离子电池。钠离子电池具备原料丰富且廉价（钠在地球储量丰富，在美国易 得）、制造成本低、安全性高（高温下更稳定，不易起火爆炸）、环境适应性强（极端温度下表现优于锂离子电池）等优势，使其在大规模储能应用中 极具竞争力。虽然能量密度略低于锂离子电池，但这对于固定式储能而言并非主要问题。美国发展钠离子电池，不仅出于经济考量，更关乎供应链安 全，正如一位业内专家所言："我们不会将F-16战斗机的制造外包，电池领域亦然。" 万亿级市场的逻 ...

Core Insights - Pacific Green has entered into a 10-year tolling agreement with ZEN Energy for three Battery Energy Storage System (BESS) projects in Australia, totaling 1.5GWh of storage capacity, marking a significant growth phase for the company [1][2] - The agreement follows an initial offtake agreement of 500MWh for the Limestone Coast North project in South Australia, indicating a strategic expansion of Pacific Green's project portfolio [2] Company Developments - The new framework agreement allows Pacific Green to underwrite a significant portion of its development portfolio in Victoria, New South Wales, and Queensland, facilitating the industrialization of its project development processes [2] - The partnership with ZEN Energy is aimed at supporting sustainability-driven commercial and industrial customers while addressing the volatility in the energy transition [2]

Core Insights - The article discusses the supply relationships between battery storage suppliers and project owners/operators in the UK, highlighting the current operational capacity of grid-scale battery storage systems at approximately 7GW/10GWh [2][4]. Group 1: Market Overview - According to the report by Solar Media, the current operational capacity of grid-scale battery storage systems in the UK is around 7GW/10GWh [2]. - The database includes long-term battery storage projects that are under construction, have submitted planning applications, or have received planning permission, totaling a capacity of 63,243MW/131,834MWh [7]. Group 2: Key Suppliers - Leading suppliers by project deployment volume include BYD Energy, Canadian Solar, CATL, Samsung, GE, LONGi Green Energy, Fluence, LG Energy, Sungrow, Wärtsilä, Trina Storage, Korea's Hyosung Heavy Industries, Envision Energy, Tesla, and NHOA Group [4]. - The infographic in the article illustrates the relationships between suppliers, system integrators, and end developers, covering operational projects with a capacity of 49MWh and above [3]. Group 3: Data Sources - The research data is sourced from news announcements, specific documents in planning application files, and non-public information obtained through industry relationships [7]. - The report does not include projects that battery storage system suppliers/integrators have not publicly disclosed, nor those that could not be obtained through special research by Solar Media analysts [6].

Financial Performance - Q2 2025 revenue reached $15.2 million, nearly equivalent to the entire FY24 revenue[11], representing a 46% increase compared to Q1 2025's $10.5 million[22] - Total cash increased by 218% to $183.2 million compared to Q2 2024[11] - Adjusted EBITDA loss was $(51.6) million, with a margin of (339%), a 75 percentage point improvement QoQ[22] - Gross loss was $(31.0) million, with a margin of (203%), a 32 percentage point improvement QoQ[22] Commercial Growth - The commercial pipeline increased to $18.8 billion, representing approximately 77 GWh[11], a 21% increase from the previous quarter[21] - Orders backlog reached $672.5 million, representing approximately 2.6 GWh[11] - The lead generation pipeline is $15.1 billion, representing approximately 61 GWh, a 12% increase QoQ[21] Operational Improvements - Achieved a 40% improvement in discharge energy from launch[14] - The company is transitioning to CM positive cubes, increasing throughput and improving utilization[16] - Sub-assembly automation is driving faster throughput, improved consistency, and product performance, with a 64% improvement in part flatness[17]

Core Insights - Eos Energy Enterprises, Inc. reported its strongest operational quarter to date, with significant revenue growth and improved production efficiency [3][5] - The company anticipates full-year revenue for 2025 to be between $150 million and $190 million, continuing its manufacturing expansion efforts [4][5] Financial Performance - Eos achieved record quarterly revenue of $15.2 million, a 46% increase from the previous quarter and a 17-fold increase year-over-year [6] - The gross loss was $31.0 million, reflecting a 32-point margin improvement from the prior quarter [6] - Operating expenses totaled $32.9 million, a decrease from the previous quarter when excluding one-time non-recurring items [6] - The net loss attributable to shareholders was $222.9 million, primarily due to non-cash changes in fair value and other adjustments [6][29] Commercial Pipeline and Growth - The commercial opportunity pipeline increased to $18.8 billion, a 21% rise from the prior quarter, with a backlog of $672.5 million [5][6] - Eos signed a 5 GWh Memorandum of Understanding (MOU) with Frontier Power, contributing to strong demand for energy storage solutions in the UK [9][10] - Over half of Eos' pipeline consists of stand-alone energy storage projects, which are increasingly sought after for grid management [10] Manufacturing and Capacity Expansion - Eos is implementing subassembly automation to double the throughput of its battery module line, aiming for an annualized production rate of 2 GWh by the second half of 2025 [7] - The company has successfully launched its first state-of-the-art manufacturing line, producing battery modules every 10 seconds [4][5] Financial Flexibility and Debt Management - Eos closed $336 million in concurrent offerings of common stock and convertible senior notes, enhancing its financial flexibility [11][12] - The company extended the maturity of its 26.5% convertible senior notes to September 30, 2034, and reduced the interest rate to 7.0% starting June 30, 2026 [13]