With Document No. 136 scrapping the mandatory energy storage allocation requirement for renewable energy and the rollout of policies governing new energy storage, China’s energy storage market is going through a period of dynamic change.
The US market is expected to be the largest source of revenue and driver of activity for Fluence in 2026, and a second battery cell deal with a domestic supplier is imminent.
The battery storage industry’s race for higher energy density should be put into a site-level perspective, rather than focusing solely on larger cells.
India’s Adani Group has made its first entry into the battery storage market, announcing a ‘flagship deployment’ that will be the country’s largest project so far when completed.
Japan’s NGK Insulators has discontinued its sodium-sulfur (NAS) battery product line, with the exit of its partner, BASF, thought to have led to the final decision.
In a BESS market where success hinges on rapid, high-performance, and cost-effective deployment, the role of the system integrator has never been more critical.