# energy storage
Latest news and articles about energy storage
Total: 4 articles found

China’s Battery Makers Sweep the Globe: Domestic Firms Now Supply Over 70% of EV Cells
In 2025 Chinese battery manufacturers supplied over 70% of global EV battery installations and dominated the energy-storage market, SNE Research reports. CATL and BYD led the pack, while other Chinese firms climbed into the global top ten as Korean and Japanese incumbents lost ground amid shifting demand and mounting losses.

China Tightens Capacity‑Payment Regime to Shore Up Power Security and Smooth the Renewable Transition
China’s NDRC and NEA have instructed provinces to strengthen capacity‑price mechanisms for coal, gas, pumped storage and new grid storage, mandating that capacity payments recover at least 50% of coal units’ fixed costs and establishing rules for reliable capacity compensation tied to spot market development. The package aims to stabilise dispatchable revenues, encourage storage participation in markets and support reliability as renewables expand, while requiring provincial assessments of consumer affordability and stricter performance oversight.

Tesla’s Pivot: From Carmaker in Retreat to AI Bet Worth $1.4tn — Can the Math Add Up?
Tesla’s 2025 results expose a company at a crossroads: vehicle deliveries and automotive margins have declined while investors have re‑priced the firm around an AI and energy future. Energy storage is the clearest near‑term bright spot, but Robotaxi, FSD and Optimus remain high‑risk, long‑dated bets whose commercial payoff will decide whether Tesla’s trillion‑dollar valuation is justified.

China’s New Space Start‑Up Books First Tourists and Aims for Crewed Flight by 2028 — A Commercial Space Push Gains Momentum
A Beijing commercial space firm unveiled its CYZ‑1 crew capsule and says it has reserved seats for more than 20 tourists across multiple vehicles, aiming for a crewed flight in 2028. The move highlights China’s accelerating commercial space ecosystem, rising investor interest, and potential spillovers into batteries, energy storage and high‑tech supply chains, even as technical, regulatory and market risks persist.