The rise of energy storage is choked by production capacity

Mottcell New Energy: Energy storage is not only combined with the power grid peak regulation in the traditional power system to reduce the power generation waste, but also the key support for building a new power system.

At present, China is building a new power system with new energy as the main body. If the energy storage is well developed enough, the excess power can be stored for backup during the peak of power generation, so as to avoid the phenomenon of power rationing during the peak of power consumption, so as to allocate supply and demand, maintain a stable power supply, and ensure energy security.

According to the national requirements, the solar power generation base needs to invest 10-15% in energy storage equipment. Due to the long construction cycle of pumped storage, the short construction cycle of new energy storage, and the simple and flexible site selection, driven by the industry, the new energy storage has been clustered by large enterprises of governments at all levels to develop energy storage, and the number of energy storage projects has surged. In the energy storage projects signed this year, the 280Ah large battery cell has become the standard configuration of energy storage project construction.

Energy storage cells are developing towards larger capacity, low cost, long life and high safety. Compared with 50-100Ah cell products, 280Ah cells have higher energy density and less components, which can greatly reduce the cost input. In addition, under the rising price of lithium carbonate and other materials, the 280Ah cell uses lithium iron phosphate as the raw material, and the cost advantage is more obvious. Affected by these factors, this year's energy storage battery procurement or project bidding generally requires a single cell capacity of 280Ah or above.

Throughout the whole energy storage industry chain, including the battery energy storage system, and the project construction and operation and maintenance of the two major parts. The shortage of batteries in the first half of the period, reflecting the immature business model of the whole industrial chain.

On the one hand, the price of batteries is high, on the other hand, the enterprise can not buy the expected price of the battery, simply lie flat, suspend orders.