China’s battery storage sector is shifting from mandate-driven expansion toward a more market-driven phase as the country targets 300 GW of new energy storage by 2030, according to a new report from energy think tank Ember.
From ESS News
China’s battery energy storage sector is moving from policy-mandated capacity expansion toward market integration, according to a new report by Ember.
The energy think tank said this shift follows the release of Document 136, a February 2025 policy from China’s National Development and Reform Commission (NDRC) and National Energy Administration (NEA) that ended the requirement for new wind and solar projects to co-locate battery storage.
China set a new national target in June 2026 under its 15th Five-Year Plan to deploy 300 GW of new energy storage by 2030, according to Ember, which cited the plan as having been issued jointly by the NDRC and NEA.
