On July 23, the National Development and Reform Commission and the National Energy Administration issued guidance on accelerating the development of new energy storage
Opinions point out that by 2025, new energy storage will be transformed from early commercialization to large-scale development, and the installed scale of new energy storage will reach 30 million kilowatts or more to achieve full market-based development of new energy storage by 2030
Energy storage technology for storing different forms of energy in different ways through specific devices or physical media for later use when needed
Energy storage can be divided into three major types of electric energy storage, heat energy storage, hydrogen energy storage
Electric energy storage is the main energy storage method and can also be divided into electrochemical energy storage and mechanical energy storage
Electrochemical energy storage includes lithium-ion batteries, energy storage, lead-acid batteries, sodium-sulfur batteries, mechanical energy storage, including pumped energy, compressed air, energy storage, flywheel energy storage
One sentence recommendation: The third super circuit of new energy has already started. It is comparable to new energy vehicles and photovoltaic wind power in terms of space, sustainability, and investment opportunities. Its essential drive is to meet the dual carbon target and the rigid demand for new power systems, so it will usher in continued favorable policies and the implementation of fundamentals!
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The vitality of energy storage essentially comes from dual carbon goals and new power systems, but the life cycle will go beyond the dual carbon target and will coexist with the power system for a long time.
There are two major drivers of energy storage: one is the rigid demand for flexible resources to build a new power system under the “dual carbon” goal, and the other is the increasing pursuit of low-cost, high-quality electricity by users. The energy storage scene is far from being fully stimulated; it will be linked to a new electric power system...