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.
As China enters Q4 2025, the capacity utilisation rate of the country’s energy storage battery manufacturing capacity will remain high, a trade body said.