Global New Energy Tech Weekly Digest (Dec 4–10, 2025)

Storage Innovation Accelerates, Hydrogen Moves Toward Commercialization, and Global Markets Reshape at Speed

The International Energy Agency (IEA) reports that global clean‑energy investment will reach USD 2.2 trillion in 2025, more than double fossil‑fuel investment for the first time. Energy storage and hydrogen technologies are emerging as the fastest‑growing sectors, driving a new wave of global energy transformation.

This week, the non‑automotive new‑energy sector showcased a clear pattern: China leads with technological breakthroughs, the U.S. market surges, Europe adjusts policy frameworks, and Australia scales up deployment.

GreenMore brings you the key global highlights.

⚡ Energy Storage: Multi‑Pathway Innovation and Explosive Global Demand

China: Rapid Deployment Across Diverse Storage Technologies

China continues to expand its leadership in next‑generation storage:

• The nation’s first grid‑side power‑to‑hydrogen storage project was connected in Ulanqab, enabling wind‑solar‑to‑hydrogen conversion for flexible grid balancing.

• Inner Mongolia commissioned the world’s largest semi‑solid‑state battery storage plant (200 MW / 800 MWh).

• Jiangxi connected China’s first 50 MW supercapacitor‑lithium hybrid storage project, achieving sub‑50‑millisecond response times for stabilizing renewable output.

United States: Market Boom Reshapes the Supply Chain

• Samsung SDI’s U.S. subsidiary secured a USD 1.36 billion LFP storage order, upgrading domestic production lines and deploying containerized ESS solutions.

• U.S. utility‑scale battery additions will reach 18.2 GW in 2025, accounting for 81% of new power‑generation capacity — a historic milestone.

Australia: Launches 16 GWh National Storage Tender

• The government initiated the eighth round of the Capacity Investment Scheme, targeting 4 GW / 16 GWh of dispatchable storage.

• Pacific Green’s 1 GW / 2.5 GWh Victoria project received environmental approval, with first‑phase commissioning planned for Q3 2026.

Europe: Innovation Continues Amid Market Fragmentation

• Poland signed 110 MWh of grid‑side storage projects using Chinese liquid‑cooling systems.

• Germany’s RWE announced a 2 GWh vanadium flow long‑duration storage project for offshore wind integration.

• Despite progress, Europe’s current storage capacity stands at just 308 MW, far from the 40 GW target for 2030.

☀️ Renewables: Solar and Wind Maintain Strong Momentum

China: Green Hydrogen Projects Scale Up

• A 200 MW solar‑to‑hydrogen project in Shijiazhuang topped out and is set to produce 12,000 tons of green hydrogen annually by 2026.

• China Three Gorges completed commissioning of its integrated “production‑storage‑transport‑refueling” hydrogen project in Yulin, supported by a 1 GW solar plant.

Global Outlook: Solar Dominates Future Growth

IEA forecasts 4,600 GW of new renewable capacity from 2025–2030, with solar PV contributing 80%. Emerging markets such as Saudi Arabia and Pakistan are becoming new engines of solar expansion.

🔌 Grid Modernization: Digitalization and Ultra‑High Voltage Advance in Parallel

China: Smart Grid Investment Reaches New Highs

• Shandong’s new 500 kV substation boosts regional renewable integration by 35%.

• Jiangsu completed a digital‑twin‑enabled automation upgrade, raising reliability to 99.99%.

• China’s smart‑grid investment will reach USD 72 billion in 2025, up 15% year‑on‑year.

United States: Flexibility and Storage Integration Take Center Stage

• The Department of Energy allocated USD 11 million to support advanced nuclear‑fuel transport technologies.

• PNNL launched an AI‑driven platform to optimize storage dispatch, improving renewable utilization by 15%.

• U.S. grid‑modernization investment will hit USD 78 billion in 2025.

📈 Policy & Market: New Mechanisms Unlock Capital and Growth

China: Hydrogen Infrastructure Included in REITs for the First Time

• Hydrogen facilities, storage systems, UHV transmission, and green‑power direct‑supply projects are now eligible for REITs financing.

• This move is expected to unlock over USD 70 billion in existing infrastructure assets.

Global Storage Battery Shipments Exceed Expectations

• 2025 global storage‑battery shipments are projected to reach 650 GWh, up 80%.

• China’s ESS shipments exceed 320 GWh, up 82%.

• Second‑tier manufacturers grew over 150%, while leading players maintained >50% growth.

• Growth may moderate to 40% in 2026 due to raw‑material constraints.

🔍 GreenMore Insights: The Energy Transition Enters a New Phase

Across global markets, several trends are becoming increasingly clear:

• Storage is shifting from policy‑driven to market‑driven expansion.

• Hydrogen is entering early commercial deployment, supported by infrastructure investment.

• Grid modernization is becoming the backbone of renewable integration.

• Long‑duration storage and supply‑chain resilience will define the next competitive frontier.

GreenMore will continue to track global developments and deliver high‑performance, reliable energy‑storage and solar‑integration solutions for partners worldwide.