New Energy Demand Forecast: Why is it Heating Up?
On October 14, 2025, at 07:00, the 21st Century Economic Report highlighted an upcoming “hot exchange” in China’s new energy sector as we approach the latter half of the year. On one hand, government policies continue to encourage renewable energy expansion, while demand for new energy sources surges in response to market dynamics. Multiple markets are witnessing rising prices for energy commodities. Conversely, the supply chain is facing fluctuations in pricing, with increasing costs affecting the entire industry.
Currently, the demand for new energy resources is experiencing a revival, driven by a tight market. This scenario is characterized by an increase in demand for electric charging capacities at various levels, particularly in the 300+ Ah to 500+ Ah categories. Major manufacturers are focusing on enhancing production capabilities and infrastructure development to meet the growing demand for 300+ Ah battery systems. This indicates a significant tightening of supply as the market responds to increased demand.
According to the 21st Century Economic Report, “Since the latter half of this year, the demand for battery-grade lithium has increased significantly, pushing electric charging prices to stabilize and potentially rise further.” Over the coming months, high demand is expected to continue influencing production costs in the energy sector.
The report also points out that major battery manufacturers are attempting to increase their production levels in response to this tightening market. The latest data from the China Electricity Council suggests that the current capacity of energy production is reaching critical thresholds.
Battery prices are reportedly stabilizing, but the demand for new energy sources continues to push market prices up. In September 2025, the Energy Bureau of the National Energy Administration indicated that the overall demand for new energy sources is increasing. This continued growth has resulted in higher prices for electric charging, with lithium battery prices averaging around 0.370 CNY/Wh for 100 Ah batteries, 0.298 CNY/Wh for 280 Ah batteries, and achieving similar rates for 314 Ah batteries.
The 21st Century Economic Report also notes that the demand for battery-grade lithium is steady, but the pricing for energy projects has not seen a corresponding decrease, which is increasingly challenging for manufacturers.
As the energy sector evolves, the government is expected to implement further regulatory measures to stabilize the market. In recent discussions, industry analysts have emphasized the need for a robust and healthy market environment to support sustainable development in the energy sector.
In conclusion, while there are challenges ahead, the energy sector’s trajectory remains positive. With increased investment and innovation, the future of new energy sources looks promising.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/new-energy-storage-policies-what-you-need-to-know-about-the-future-of-energy-transition/
