On July 5, the National Development and Reform Commission issued the Notice on Matters Related to Investment and Construction of New Energy Supported Projects . According to the notice, priority to the power grid enterprises should undertake the construction of new energy matching and delivery projects to meet the demand for new energy grid connection. Power generation enterprises are allowed to invest in construction of new energy supporting projects that are difficult for the construction of power grid enterprises or the project that does not match the planning and construction time sequence; The new energy supporting projects constructed by power generation enterprises can be bought back by power grid enterprises in accordance with laws and regulations at the appropriate time.
The market believes that the above new policies solve the pain points of the construction of new energy distribution projects, facilitate the faster development of new energy and promote the construction of large-scale independent and shared energy storage power stations on the grid side. Data show that by the end of 2020, China’s accumulative installed energy storage capacity up to 35.6GW, except for pumped storage capacity, the installed energy storage capacity of other technologies up to 3.81GW, among them, the accumulative installed scale of lithium battery energy storage up to 2.9GW.
In the overall application of electrochemical energy storage, lithium batteries account for an increasing proportion of electrochemical energy storage due to the fastest decrease in the cost of lithium batteries. By 2020, 99% of the newly added electrochemical energy storage in the world is lithium battery energy storage.
It can be seen that if the installed scale of new energy storage reaches more than 30GW by 2025, then starting from 2.9GW in 2020, the growth space will be more than 10 times in five years!
Post time: Jul-22-2021