Navigating the Restructuring Wave: How Trina Storage Becomes a Reliable Partner in the Energy Storage Sector

This year, the industrial and commercial energy storage sector is poised to experience what is expected to be the most intense “reshuffling” in its history. To date, over 30,000 companies in the energy storage industry have ceased operations due to various reasons such as cancellation, revocation, liquidation, or suspension. Furthermore, media outlets predict that within the next three years, more than 60,000 additional companies may exit the market.

This transformation in the industry is primarily the result of a convergence of four pressures: price wars, safety rectifications, technological advancements, and business model restructurings. The depth and breadth of these shifts have exceeded industry expectations. When low-price competition turns into a scenario where “bad money drives out good,” your energy storage project may find itself facing three structural challenges:

• The risk of your investment guarantee commitments becoming “empty promises.”
• Soaring operational costs.
• Concerns regarding the quality and safety of energy storage stations due to intense price competition.

Evidence supports these concerns: certain small and medium-sized manufacturers offer warranties of only 3-5 years, while the actual lifespan of energy storage systems ranges from 10-15 years. According to data released by the China Electricity Council, there were 901 unplanned shutdowns in the first half of 2024, marking a staggering increase of 261.85% compared to the same period in 2023. Over 80% of these failures stem from key equipment and system issues, as well as the quality problems associated with low-cost integration and installation, resulting in a vicious cycle of “two years of repairs for every three years of operation.”

The disparity between a 3-year warranty and a 15-year lifespan raises a critical question: who will bear the costs of “sickly” operating stations? Safety vulnerabilities are akin to ticking time bombs. The elimination of 80% of low-cost solutions has occurred, as over half of these products still rely on “patchwork integration,” utilizing unbranded battery cells and workshop-grade power conversion systems (PCS) without UL/TUV or other authoritative certifications. This poor component compatibility complicates fault diagnosis.

In April 2024, a commercial energy storage project in Zhejiang experienced a fire, reducing the equipment to ashes. This incident triggered a widespread rectification campaign for energy storage fire safety in Zhejiang Province, demanding that all projects with capacities over 500 kWh submit third-party inspection reports certified by CNAS. Projects that fail to meet standards risk losing subsidies and face mandatory rectifications. Consequently, 80% of low-cost solutions were eliminated from the market, as they could not comply with the mandatory requirements of the “New Energy Storage Safety Technical Standards,” which stipulate that the cost of fire protection systems must account for at least 5% and that thermal runaway warning time must exceed 30 minutes.

With performance metrics often overstated, returns on investment are becoming increasingly elusive. Behind low prices often lies a “bare-bones” approach to technology: product downgrades, performance exaggerations, and material reductions. Some companies misrepresent their round-trip efficiency (RTE), claiming ideal figures—such as lab data showing 95% efficiency—while actual testing under high temperatures reveals efficiency levels as low as 80%. This discrepancy can shrink user returns by more than 30% and may even lead to being classified as a “high-risk” entity, disqualifying them from participating in the power spot market. Such seemingly “perfect” data not only harms customer interests but also severely undermines industry credibility.

As the industry faces a zero-sum stalemate, how can one identify reliable partners to navigate through these cycles? In what is being referred to as the “post-reshuffle era,” Trina Storage leverages three key strengths to continuously develop and establish a “risk-resistant barrier” for clients:

1. Brand Credibility: Prioritize engagement with companies that possess safety certifications from authoritative bodies. Trina Storage has received UL, TUV, and CNAS certifications covering battery cell safety, system performance, and manufacturing standards, establishing itself as a trusted partner for clients globally. As of the end of 2024, the company’s total global delivery exceeded 10 GWh, with international shipments accounting for over 40% and reaching major markets across six continents.
2. Financing Advantages: In Bloomberg New Energy Finance’s “2024 Energy Storage System Cost Report,” Trina Storage ranked among the top six globally and third among Chinese companies, thanks to its leading product and technological capabilities, robust financial health, and exceptional financing potential. This ranking underscores the industry’s acknowledgment of Trina Storage’s competitive edge and the capital market’s confidence in its integrated solutions.
3. Robust Technological Assurance: In response to current demands from industrial and commercial users, Trina Storage has introduced its next-generation integrated energy storage cabinet—Potentia Blue Sea 2. This product features the industry’s first AI bionic variable frequency liquid cooling technology and connects directly to Trina’s intelligent cloud platform, significantly reducing users’ return on investment periods. Utilizing the self-developed 314 Ah Trina cell, this system boasts an RTE of ≥95%. The cabinet includes over 200 risk factor alerts, integrating high-precision hardware with intelligent algorithms for real-time monitoring of critical parameters like voltage, current, and temperature. This proactive approach effectively prevents and mitigates potential faults, adapting flexibly to various energy storage challenges across different scales and scenarios.

Compared to conventional industrial and commercial storage products, the Potentia Blue Sea 2 enables an annual additional discharge of over 1,700 kWh and reduces required installation space by 38.14% for equivalent project capacity, enhancing overall lifecycle returns by more than 40%.

In an era where “50 energy storage companies are disappearing daily,” choosing Trina Storage means investing in more than just a piece of equipment. It represents a dual insurance policy for your ten-year investment—leveraging globally certified reliability, capital market-recognized financing potential, and continuous technological innovation to ensure your energy storage project crosses cycles and enjoys stable returns.