LG新能源成立新团队负责北美的ESS业务。 ...

Core Insights - Major technology companies like Google, Amazon, and Meta are shifting towards direct ownership of renewable energy assets to meet the increasing power demands of data centers and AI computing [2][3] - This transition indicates a fundamental change in how digital infrastructure companies secure their energy supply, moving away from traditional power purchase agreements (PPAs) [3][9] Industry Trends - The total capital commitment from recent transactions by these tech giants exceeds $4 billion, highlighting significant investment in renewable energy infrastructure [5] - Data center power consumption in the U.S. is projected to rise by 160% by 2030, primarily due to AI and machine learning workloads [5] - Major tech companies are pursuing aggressive carbon neutrality targets, aiming for net-zero emissions by 2030 or earlier, which necessitates rapid deployment of renewable energy [6] Implications for Independent Power Producers - The emergence of large-scale transactions creates opportunities for independent renewable energy companies to engage with hyperscaler demand [4] - Companies with strong development pipelines may become acquisition targets, while those with operational assets could find opportunities for portfolio sales [4] - Traditional PPA relationships remain viable for companies focusing on capital efficiency and development speed [4] Company Positioning - PowerBank Corporation has a development pipeline exceeding one gigawatt and a proven track record of over 100 megawatts of operational renewable energy projects [7] - The company specializes in battery energy storage systems (BESS) integration, essential for meeting the 24/7 power needs of data centers [7] - PowerBank's strategic focus on advanced data center power solutions and collaboration with Orbit AI positions it well in the evolving market landscape [8]

36氪获悉，爱企查App显示，近日，内蒙古蒙宁时代储能科技有限公司成立，法定代表人为姚天明，经 营范围包括储能技术服务、电池零配件销售、人工智能基础软件开发、网络与信息安全软件开发、人工 智能应用软件开发等。股权穿透图显示，该公司由宁德时代新能源科技股份有限公司间接全资持股。 ...

UK-based renewable energy company Drax has agreed to acquire Flexitricity, an optimiser of flexible energy assets, from Quinbrook for £36m ($48.2m). The acquisition is expected to be finalised in the first quarter of 2026, pending regulatory approvals, and is projected to yield returns significantly above Drax's weighted average cost of capital. Established in 2004, Flexitricity offers services focused on optimising flexible energy assets and facilitating market access. Utilising its proprietary control ...

Core Viewpoint - PowerBank Corporation has announced a lease agreement for a 5 MW AC hybrid solar plus battery energy storage project in New York, aimed at enabling local residents to benefit from clean energy without the need for rooftop installations [1][5]. Project Details - The NY-Sapbush project is expected to qualify for incentives under the NY-Sun and Retail Energy Storage Incentive Programs from the New York State Energy Research and Development Authority (NYSERDA) [2]. - The project will operate as a hybrid community solar plus energy storage initiative, allowing local renters and homeowners to save on electricity costs by accessing energy generated from the project [5][6]. Industry Context - Energy storage systems are becoming crucial for New York's grid as the state integrates more renewable energy sources, with a 90% drop in battery costs over the last 15 years contributing to significant growth in this sector globally [3]. - New York aims to achieve 6 GW of solar capacity by 2025, with the state currently accounting for nearly one-third of the United States' total installed solar capacity of 6.2 GW [8]. Company Expertise - PowerBank has completed over 100 MW of projects and has a development pipeline exceeding 1 GW, showcasing its capability in delivering reliable renewable energy solutions [7]. - The company is initiating the preliminary screening analysis as part of the interconnection process, with plans to complete permitting and secure financing for the project [4].

Eos Energy Enterprises, Inc. (NASDAQ:EOSE) shares traded lower in Wednesday's session after a new product rollout announcement.Eos introduced Indensity as a new architecture for zinc-based battery energy storage systems. The company said the design builds on its Z3 module and its zinc-powered Znyth technology.Eos also said Indensity extends the platform that supports its Eos Cube deployments.How The System WorksEos said the core building block is the Eos Indensity Core, which stacks and scales vertically. T ...

SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- NeoVolta Inc. (NASDAQ: NEOV) ("NeoVolta" or the "Company"), a U.S.-based energy technology company delivering scalable energy storage solutions, today announced the formation of NeoVolta Power, LLC, a joint venture established to develop a U.S. battery energy storage system (BESS) manufacturing platform in Pendergrass, Georgia. The launch of domestic manufacturing capacity when complete will represent a transformational expansion of NeoVolta’s business model, pos ...

PITTSBURGH, Pa., Jan. 14, 2026 (GLOBE NEWSWIRE) -- Eos Energy Enterprises, Inc. (NASDAQ: EOSE) ("Eos" or the “Company”), an American energy company and the leading innovator in designing, sourcing, manufacturing, and providing zinc-based battery energy storage systems (BESS), today announced the launch of Eos Indensity™—and invites you to experience it first during an unveiling event happening today at 8:30 a.m. ET. Register now and be part of the future of energy storage. Eos Indensity™ is a breakthrough a ...

Core Viewpoint - The Indian government is considering a proposal to mandate local content requirements for battery storage systems in wind and solar farms, aiming to reduce reliance on imports while potentially increasing power costs during the energy transition [1][2]. Group 1: Policy and Regulation - The government is looking to require at least 50% local content for components in Battery Energy Storage Systems (BESS), excluding cells, and may introduce a list of approved manufacturers [2][4]. - A recent consultation involved executives from both state-run and private firms to discuss the timeline for indigenization and the industry's readiness to meet growing demand [3][4]. - The proposal follows a previous mandate for 20% localization under the viability gap funding scheme, indicating a significant escalation in localization ambitions [10]. Group 2: Industry Impact and Concerns - The localization requirement could impact the cost structure of projects, potentially leading to higher tariffs and slower adoption of green energy technologies [8]. - Analysts suggest that previous domestic content requirements for solar modules did not severely hinder expansion, indicating that gradual localization may be manageable [9]. - The government is particularly focused on national security, citing concerns over cyber threats associated with foreign-made equipment, especially from China [6][7]. Group 3: Market Dynamics and Future Projections - India aims to achieve 47 GW of BESS capacity by 2032, with localization accounting for approximately 35% of the cost of these batteries [5]. - Current BESS assembly capacity in India is around 15 GW, but operational capacity is only 700 MWh, highlighting a significant gap to meet the projected need of 236 GWh by 2030 [13]. - Tendering activity for BESS is increasing, with approximately 60 GWh auctioned in 2025, up from 24 GWh in 2024 [14]. Group 4: Industry Readiness and Capabilities - Industry experts believe that a supply chain for non-cell components could be established within 12 to 24 months, provided there is a favorable duty structure for domestic manufacturing [11]. - The government is encouraged to implement localization norms progressively, allowing time for the development of necessary capabilities [15][16].

Core Insights - Aer Soléir has achieved financial close for the Rondissone project, a 250MW battery energy storage system (BESS) in Piedmont, Italy, with an investment of approximately €180 million, making it the largest BESS project currently under construction in Italy [1][2] Group 1: Project Financing - A consortium including Bayern LB, Nord/LB, Siemens Financial Services, CIBC, and ABN AMRO is providing funding, covering up to 80% of capital expenditure with a 15-year amortization schedule [2] - This transaction is noted as the first of its kind for a BESS asset in Italy [2] Group 2: Strategic Partnerships and Agreements - Aer Soléir secured a 15-year capacity market contract with the Italian Government at €47,000/MW per year, and a seven-year fixed toll agreement with EGO Energy, a subsidiary of Shell Italia, for the BESS project [4] - EGO Energy will operate the Rondissone project as part of its renewable energy portfolio, providing Aer Soléir with fixed annual payments [4] Group 3: Future Plans and Investments - Aer Soléir plans to invest €1.5 billion in Italy over the next five years across 17 wind, solar, and battery storage projects, enhancing its position as a leading renewable energy independent power producer (IPP) [3] - The company operates as an affiliate of 547 Energy, backed by Quantum Capital Group, which manages over $32 billion in equity commitments globally [5]