A 500MW/1GWh battery cannot rely on one power-sales stream. Coalburn 1 in Scotland stacks optimization, capacity-market and ancillary contracts with staggered terms.
China’s 2% consumption tax on lithium batteries from September, rising to 4% next year, and who in the ESS and EV chain ends up absorbing it.
Global H1 ESS cell shipments of 467.84 GWh (+94.8%) and how the shift to large-format cells affects rack thermal management.
While the EV battery market grew 20%, the combined share of seven Chinese companies rose to 72.8%. Korea’s three battery makers lost ground instead.
China’s next-generation battery market, forecast at USD 299.8 billion in 2031, compared across its solid-state, BESS and emerging-market EV axes from the standpoint of power infrastructure requirements.
A 345 kV underground line costs about 8x an overhead one. Adding reactive compensation and repair time, here is when to bury only the contested section.
Korea’s coming AI data center grid code targets MW swings in milliseconds. What matters is MW and cycles, not kWh, and sharing UPS batteries is risky.
Why a 55% rise in solar needs 220% more ESS: midday surplus is nonlinear. Judge by storage duration and utilization of the last GW, not by GW alone.
Fluence’s 206 GWh deal with EVE came the week it cut outlook by USD 600 million. The bottleneck was thermal-unit welding, not cells; two supply tracks compared.
Hysata’s 95% efficiency could be about 80% on an LHV basis. Why electrolyzers should be compared in kWh/kg at the point of supply, and what to check.