Enterprises to suspend orders! Energy storage industry is also causing a "battery shortage"

 "The main shortage is 280Ah large cell" —— 280Ah large cell has multiple advantages, energy storage battery procurement or project bidding generally requires the single cell capacity to reach 280Ah and above.

Demand is so hot, and now energy storage is also making a "battery shortage".

According to Shenzhen Mottcell New Energy news, due to battery supply in short supply, energy storage enterprises have been forced to suspend orders —— "throughout the whole year all over the country, but now have to finish early". Since the end of September, similar conditions have been common and intensified.

A number of battery manufacturers have said that energy storage batteries are in short supply, the spot has been scheduled to next year; and "even if there are goods, the quantity is very limited, there is a 'high price' situation."

In fact, a number of energy storage manufacturers have previously complained about the cell supply shortage, such as:

Mottcell New Energy revealed that the energy storage battery cells are relatively in short supply, the price is relatively high, accounting for a large proportion of the product cost; due to the price increase of energy storage cells and supply shortage, some projects investment is slow.

In the interim financial report exchange meeting of a leading domestic head light storage enterprise, the management mentioned that in the long run, the soft power of household energy storage and power grid friendliness, the matching with household appliances and the adaptation of charging piles is the key, but in the short and medium term, the supply bottleneck of battery cells in 1-2 years is the key. The shortage of cells has become the biggest hidden danger for the growth and development of the (household energy storage) industry.

Why is the  being in short supply?

On the one hand, the demand for energy storage batteries driven by the demand for energy storage batteries is released.

Previously, the National Energy Administration proposed to further promote the completion of large-scale wind power and photovoltaic bases connected to the grid, complete the promised grid connection target in 2022 on schedule, accelerate the construction of supporting energy storage and peak-peaking facilities, and ensure synchronous completion and operation.

Liu Mingyi, director of energy storage technology department of Huaneng Clean Technology Research Institute, said that "the time of energy storage battery shortage is predictable", the first half of the cost consideration, some new energy projects delayed construction pace; Q4 to complete the end of the grid connection requirements, had to focus on buying batteries.

On the other hand, energy storage manufacturers must also "compete" for battery production capacity with new energy vehicles.

Liu Mingyi said that compared with the demand scale of new energy vehicles, the market plate for energy storage batteries is still small, and the bargaining power is also weak.

In an article of China Energy News today, some enterprises admitted, " The construction cost of energy storage has increased by a lot compared with the project planning, even if you try to get the battery, but also to give a high price, can not calculate."As a result, some of the company's new energy projects have extended the grid connection time to the first quarter of next year.

Overall, the extremely strong energy storage market at home and abroad has further pushed up the demand for batteries. Combining the recent data of many institutions:

In September, 36 new energy storage projects were opened, with a total capacity of 6.05GWh; and 44 new energy storage projects were invited for bidding in the same period, with a total scale of 12.59GWh. European household store orders are generally scheduled until April.2.125GW, 5.843GWh of new energy storage capacity was added in the first half of the year, up 239% and 173% year on year.

Strong demand, there are also energy storage manufacturers "start first". For example, Kelu Electronics had previously signed procurement agreements with four lithium battery companies, and its intended purchase volume had reached 16GWh from 2023 to 2025.

What exactly battery does the lack?

"The main shortage is the 280Ah large cells."Enterprise personage introduction.

At present, in the energy storage battery market, large energy storage is the main application market, cells are mainly above 280Ah, to larger capacity, low cost, long life and high safety direction; and household storage is mainly to 100Ah below small cells, cylindrical, soft package, square shell packaging form.

It is worth mentioning that the energy storage battery procurement or project bidding generally requires the single cell capacity to reach 280Ah or above.

Compared with small capacity batteries, 280Ah large cells have multiple advantages:

(1) Higher energy density, reduced the use of parts in the PACK end, and prominent cost advantage;

(2) The safety of large capacity cells has also been significantly improved, and has more advantages for the application of long-term energy storage scenarios;

(3) The management difficulty of BMS of large capacity battery is low.

In the long run, Yamamu New Energy believes that the supply of energy storage batteries is phased, and the absolute battery capacity is absolutely sufficient. With a large number of new production lines reached, the supply shortage is expected to be alleviated next year."This is a process of market game, if the battery price increase is too high, the supply shortage, new energy enterprises can not calculate the accounts, some projects would rather not do it.”