文 | 中关村储能产业技术联盟 随着太阳能发电在巴西电网中的占比持续攀升，对电力灵活调度及发用电时序管理的需求也日益凸显。 这成为推动 巴西从户用储能到电网级电池储能项目全面部署 的核心动因。 根据巴西国家电力系统运营商（ONS）2025年7月发布的《2025-2029年能源运营规划》，光伏发电 占比预计将从2024年12月的22.2%提升至2029年底的32.9%。同期装机容量将从51.7GW增至88.2 GW ，净增36.5 GW （含集中式和分布式发电）。 在生产领域， 农业综合企业正成为电池储能的主要受益者。 光伏+储能可替代柴油发电机，既降低成 本又助力脱碳目标。但Greener CEO Marcio Takata指出："农业部门观念保守，需加强储能在技术 和经济优势方面的教育。" 典型案例出现在巴伊亚州远西部，当地灌溉枢纽数量近两年增长43%，但变电站已满负荷运行，农业 扩张必须依赖储能等替代方案。 目前巴西储能项目仍集中在北部离网地区。 自2018年以来，该国已登记62,000个间歇性电源用户单 元，其中70.7%位于帕拉州，10.2%在阿克雷州。2020年启动的"亚马逊光明计划"等电气化项目进 ...

文 | 中关村储能产业技术联盟 根据 Solar Media市场研究团队提供的数据，本文梳理了电池储能供应商与英国项目业主运营商之间的供应关 系。 据 Solar Media市场研究发布的《 Battery Storage: UK Pipeline & Completed Assets Database》报告显示，英 国当前投运的电网级电池储能系统容量约达7GW/10GWh。 下方信息图展示了供应商及系统集成商与终端开发商的对应关系，但仅涵盖容量 49MWh及以上的运营项目。 每条连线代表一次合作关系，部分企业存在多次供应记录。 关注政策、项目、企业、市场活动 数据来源：《 Battery Storage: UK Pipeline & Completed Assets Database 》 注：本数据不包含电池储能系统供应商 /集成商未公开披露的项目，以及Solar Media市场研究分析师通过专项 研究未能获取信息的项目。 研究数据来源于新闻公告、规划申请文件中的特定文档，以及分析师通过行业关系获取的非公开信息。 该数据库同时涵盖处于建设阶段、已提交规划审批或已获规划许可的长期电池储能项目库，当前总容量达 ...

Core Viewpoint - CATL has secured a significant supply agreement with Vanda RE for a total of 2.2 GWh of battery energy storage systems, reflecting the growing demand for clean energy solutions globally [1][4]. Group 1: Company Developments - CATL signed a framework supply agreement with Vanda RE, a renewable energy developer based in Singapore, to supply battery energy storage systems [1]. - The battery storage systems will be produced at CATL's factory in West Java, Indonesia, which has a total production capacity of 15 GWh [3]. - The project in Indonesia is part of a larger initiative to develop a solar and storage project, which includes a 2 GW photovoltaic power station and a 4.4 GWh storage system, making it one of the largest integrated solar-storage projects in Southeast Asia [1]. Group 2: Market Trends - The global demand for energy storage systems has been rapidly increasing, with a notable growth in overseas orders for Chinese battery companies, including CATL and BYD [5][6]. - According to CITIC Securities, global energy storage installations are expected to grow by 42.2% year-on-year by 2025, reaching 266 GWh [6]. - In the first half of 2025, the global battery energy storage system market saw a significant increase, with new installations reaching 86.7 GWh, a 54% increase compared to the same period in 2024 [6]. Group 3: Financial Performance - In 2024, CATL's energy storage battery system sales are projected to reach 93 GWh, contributing approximately 57.29 billion yuan to the company's total revenue, which accounts for 15.83% of total revenue [7]. - The gross margin for energy storage batteries has surpassed that of power batteries for the first time, standing at 26.84% compared to 23.94% for power batteries [7].

Core Viewpoint - Gresham House Energy Storage Fund (GRID) has signed long-term minimum revenue agreements with Statkraft and Markel Bermuda, which will partially replace its existing capacity lease agreement with Octopus Energy after it expires next year. This strategic move aims to optimize risk-adjusted returns and ensure stable revenue streams for GRID. Summary by Sections Section 1: New Agreements - The new minimum revenue agreements cover a total capacity of 789MW, which represents approximately 74% of GRID's 1072MW battery storage asset portfolio [2][3]. Section 2: Financial Implications - The agreements with Statkraft and Markel Bermuda will provide GRID with a guaranteed minimum annual income of at least £35 million (approximately $47.61 million) after the expiration of the current lease agreement with Octopus [3]. - The expected total minimum revenue from these agreements, including capacity market income projected to reach £11 million by 2026, will amount to £46 million [3]. Section 3: Comparison with Previous Agreements - The previous capacity lease agreement with Octopus Energy, which covers 568MW, was expected to generate £43 million annually, but this included capacity market income, making direct comparisons with the new agreements complex [3].

Project Overview - Globeleq's Red Sands project, a $300 million (3 亿 美元) investment, has reached commercial close [1] - The Red Sands project in South Africa will be the largest standalone battery energy storage system (BESS) on the African continent [1]

Core Insights - TotalEnergies SE (TTE) and RGE have formed a joint venture, Singa Renewables, which has received a conditional license from Singapore's Energy Market Authority to import 1 gigawatt (GW) of renewable power from Indonesia [1][9]. Group 1: Project Details - The partners signed a Memorandum of Understanding with Singapore Energy Interconnections to develop a subsea interconnector for electricity imports from Indonesia to Singapore [2]. - A Co-Investment Agreement was signed to develop a hybrid renewable power plant in Riau Province, Indonesia, which will include a solar farm, a Battery Energy Storage System, and a subsea cable [2]. - The project aims to provide Clean Firm Power to energy-intensive users in Singapore and industrial complexes near the solar location in Indonesia [3]. Group 2: Strategic Goals - The initiative supports Singapore's goal of achieving net-zero emissions by 2050 and contributes to the economic development of Riau Province, Indonesia [4]. - TotalEnergies is committed to ASEAN's energy transition and security of supply through this project [4]. Group 3: TotalEnergies' Renewable Energy Strategy - TotalEnergies aims to develop a cost-competitive portfolio to reach net zero by 2050, combining flexible assets with renewable energy sources [5]. - As of March 2025, TotalEnergies' gross renewable electricity generation capacity was 28 GW, with plans to increase to 35 GW by the end of 2025 and over 100 terawatt-hours of net electricity by 2030 [6]. Group 4: Industry Trends - The U.S. Energy Information Administration projects that renewable energy sources will account for 25% of U.S. electricity generation in 2025, with a 2% increase in power generation compared to 2024 [7]. - Other companies like BP, Shell, and Equinor are also prioritizing clean energy operations, with BP targeting 50 GW of renewable capacity by 2030 [8][10][11]. Group 5: Stock Performance - Over the past six months, TotalEnergies' shares have increased by 2.8%, contrasting with a 3.6% decline in the industry [12].

插播 ： 3000+精准目标用户群，构建用户侧储能项目示范、精品展示及采购对接平台 ， 2025全球用户侧储能产业价值峰会暨应用示范展6月启幕 ！ 点击 下方" 阅读原文 "了解详情 近日，广东 新型储能 国家研究院有限公司新增 广汽集团 旗下优湃能源科技、杰华特 等5家企业 为股东，总持股比例为 13% ，其中优湃能源持股 3.50% 。 ■ 广汽集团：储能版图再扩张 本次入股 广东 新型储能 国家研究院 的 优湃能源为广汽集团旗下全资子公司，是 广汽集团能源及生态板块的主体企业。据了解，优湃能源 于 2024 年 10 月建成循环科技工厂，涵盖动力电池梯次二期、储能系统、零部件再制造产线 。 作为国内产业链最为完整的汽车集团之一，广汽集团业务广泛，覆盖研发、整车制造、零部件生产等板块。在新能源领域，广汽集团着力打造"锂矿 +基础锂电原材料生产+电池生产+储能及充换电服务+电池租赁+电池回收和梯次利用"纵向一体化产业链。 据行家说不完全统计， 2025 年广汽集团持续布局储能相关业务： ■ 超 4.7GWh！16个新型储能实证基地 广东新型储能国家研究院成立于 2023 年， 由南网科技、大唐集团、南网储能 ...

Core Points - N2OFF, Inc. has signed a non-binding letter of intent with SB Impact 4 and Solterra for the investment and development of up to four utility-scale Battery Energy Storage System projects in Puglia, Italy, with a combined potential capacity of 380 MW [1][2] - The new projects build on an existing Development Service Agreement that grants exclusivity to SB Impact 4 and N2OFF for evaluating and potentially acquiring these projects within a 60-day period [2] - N2OFF is committed to invest up to €4.4 million in projects located in Germany and Italy, targeting a total capacity of over 300 MW [3] Project Details - The projects under negotiation are located in the Puglia region, with some having secured grid access while others are in early development stages [2] - SB Impact 4 will acquire one or more of these projects, integrating them into the existing Development Service Agreement, with structured payment terms based on key project milestones [4] Company Overview - N2OFF, Inc. focuses on sustainable energy solutions and agri-tech innovations, aiming to reduce greenhouse gas emissions and promote environmentally friendly agricultural practices [5] - The company has recently entered the solar PV market and is providing funding to Solterra Renewable Energy Ltd. for a current project with a total capacity of 111 MWp [5]