Cancel the mandatory allocation of energy storage

About Cancel the mandatory allocation of energy storage

202529，、《》（〔2025〕136，“136”），，8。、、“”，“”“”。，，70%。.

In a major policy shift towards electricity market liberalization, China has introduced contract for difference (CfD) auctions for renewable energy plants and removed the energy storage mandate, which has driven up to 75% of the nation’s demand to date. S&P Global expects the move to reverberate.

The new policy proposes that "no unreasonable cost sharing to new energy sources shall be allowed, and the allocation of energy storage shall not be used as a precondition for the approval, grid connection and grid connection of new new energy projects". The new policy abolishes the mandatory.

Following the release of this Notice, some low-return planned-but-unexecuted energy storage projects are expected to be delayed or canceled. Following the release of the Notice, a surge in installations of energy storage projects coupled with new energy is expected ahead of the June 1 cutoff.

【SMM】202529，、《》（〔2025〕136，“136”），，8。、、“”，“”“”。.

In a major policy shift toward electricity market liberalization, China has introduced contract-for-difference (CfD) auctions for renewable plants and removed the energy storage mandate, which has driven up to 75% of national demand to date. S&P Global expects the move to reverberate through the.

Since 2022, various provinces in China have gradually introduced policies requiring renewable energy projects to include energy storage systems as a necessary step for grid connection. To date, over 20 provinces have issued policies mandating that renewable energy projects allocate 10% to 20% of.

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Cancel the mandatory allocation of energy storage

About Cancel the mandatory allocation of energy storage

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