Document 136 outlines the strong regulatory framework for energy storage that has been in place for the last two months, aimed at creating a new pricing mechanism for energy storage as part of the “New Regulation” initiative. This document was released by the National Development and Reform Commission and the National Energy Administration in February 2025. It emphasizes the establishment of energy storage as a fundamental aspect of new energy projects, alongside grid connection and other preliminary conditions.
The document, also referred to as Document 136, clarifies that energy storage will not be treated merely as a supplementary component but will play a significant role in the new energy sector’s development. The regulatory framework aims to modify traditional operational modes, encouraging the development of the new energy market while also addressing concerns about pricing structures, operational efficiency, and value creation.
With the new policies in place, the energy storage market is expected to respond to several critical questions: How will the market adapt? What measures should companies take in response? Furthermore, how will the new energy storage market maintain high growth rates? The China Energy Report has indicated that the upcoming major energy storage conference will be held on June 1st and will focus on advancing new energy storage technologies.
As of now, the energy storage market has been in existence for two months. The question remains: how will the market evolve moving forward? Companies must respond proactively to the changing dynamics. The document sets forth a clear roadmap with specific targets aimed at ensuring the energy storage sector grows robustly while meeting the demand for high-quality energy supply.
This year, the focus on guaranteeing timely project completion is crucial. The new energy sector is urged to accelerate the construction of energy storage projects to align with the earlier “531” policy while ensuring grid stability. The goal is to establish a solid foundation for energy storage development and to meet the increasing demands effectively.
The document indicates that the market will likely experience fluctuations during the initial phase of the new pricing mechanism. As the market evolves, it will likely undergo periods of adjustment and strive to achieve a balance between supply and demand. The ongoing policy adjustments are crucial to understanding how energy storage will impact pricing strategies in the long run.
In the coming years, the new energy storage sector is projected to see rapid growth, with estimates suggesting a capacity of approximately 236.1 GWh by 2030, an increase of 14.9 GWh from previous projections. Under optimal scenarios, the cumulative capacity could reach 291.2 GWh, reflecting an even greater potential for growth.
For the energy storage market to thrive, it is essential to maintain a robust technological foundation while optimizing operational efficiencies. The integration of AI and advanced technologies will play a vital role in the future development of energy storage systems. Companies must focus on enhancing their capabilities to meet the escalating demand for energy storage solutions while ensuring sustainability and cost-effectiveness.
The energy storage industry is at a pivotal point, with substantial investments expected to drive innovation and efficiency. The integration of AI in energy management systems is set to enhance operational capabilities and provide valuable insights into market conditions.
As the industry moves forward, companies must remain agile and responsive to market trends and regulatory changes. The ongoing collaboration and technological advancements will be key to maintaining a competitive edge and ensuring the sustainable growth of the energy storage sector.
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