Ndrc releases new solar container
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6 FAQs about [Ndrc releases new solar container]
What does NDRC stand for?
On February 9, China’s National Development and Reform Commission (NDRC) and National Energy Agency (NEA) jointly published the Notice on Deepening Market-Based Reform of Renewable Energy On-Grid Tariffs to Promote High-Quality Renewable Energy Development.
Will China's new energy storage installations reach 112 Gwh in 2025?
Based on current energy storage market and the Notice, InfoLink expects China’s new energy storage installations to reach 112 GWh in 2025, up 9% YoY. But if local policies or incentives (e.g., capacity pricing or compensation for grid services) fall short, the industry may face some challenges in 2026–2027.
What is NDRC & Nea energy plan?
The plan clearly states that energy authorities of provinces (autonomous regions, and municipalities directly under the Central Government) must implement the requirements of this plan, compile regulatory capacity construction plans for their respective regions, and submit them to the NDRC and NEA before the end of June 2025.
Will this notice impact energy storage demand in the short term?
This Notice may impact energy storage demand in the short term. Up until 2024, mandatory storage allocation policies were always the primary driver of China’s energy storage market. In 2024, for instance, energy storage installations tied to new energy projects accounted for nearly 40% of total capacity.
How will China's energy storage policy change in 2025?
The current Notice sets the framework for energy storage policy, while detailed rules will be made by each Chinese province based on local conditions by the end of 2025. This transition period may cause short-term market fluctuations, so industry players should stay flexible and prepared.
Are standalone energy storage projects economically viable?
With the cancellation of mandatory storage allocation, market attention has shifted to standalone energy storage. However, the economic viability of standalone projects remains under pressure. Historically, a major revenue source for standalone energy storage plants has been capacity leasing fees paid by projects coupled with new energy.
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