1. CATL Unveils First Commercial Sodium-Ion Storage System "TENER" in Munich

On June 23, CATL held a launch event in Munich to introduce its commercial sodium-ion energy storage system, TENER. The system boasts a cycle life of up to 15,000 times and maintains over 92% capacity at -20°C. It supports flexible durations from 1 to 8 hours. Domestic delivery will begin in September, with global supply starting in 2027. The company's shipment target for the year is 1 GWh. Leveraging its low expansion and low outgassing characteristics, the system is designed to significantly enhance the safety margin of energy storage power stations, making it suitable for various scenarios including commercial & industrial (C&I), grid-side, and community storage.

2. NatPower and Tesla sign a strategic agreement for more than 25 GWh of Battery Energy Storage Systems in Europe

On June 24, NatPower announced a multi-year supply agreement with Tesla for over 25 GWh of Megapack battery energy storage systems. The initial phase includes five major projects in Italy and the UK, with a long-term plan for a total capacity exceeding 100 GWh. Total investment is estimated at $4-5 billion. The projects will incorporate power trading and dispatch technologies, with expected revenue exceeding $15 billion over a 20-year operational period, further solidifying Tesla's leading position in the European grid storage market.

3. NDRC and NEA Issue the 15th Five-Year Plan for New Energy System Development

On June 25, the National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) jointly released the "15th Five-Year Plan for the Development of a New Energy System." The plan explicitly calls for vigorously promoting new energy storage, with a focus on supporting diverse long-duration energy storage technology pathways. It aims to expand storage applications in grid peak-shaving, virtual power plants (VPPs), microgrids, and industrial load-side scenarios. The plan also proposes supporting mechanisms for capacity tariffs and ancillary service markets, signaling continued long-term growth potential for the domestic energy storage market.

4. BYD Energy Storage Launches New Residential ESS Product Battery-Box Mega in Munich

On June 25, BYD Energy Storage unveiled its new generation residential energy storage product, Battery-Box Mega, at the European exhibition. It is designed for small farms, commercial shops, and small factories. The product integrates with a full home solar-storage-charging energy management system. It supports dynamic peak-valley arbitrage, off-grid backup, and VPP dispatch. BYD also announced it is opening dealer partnerships across Europe to accelerate its expansion in the distributed storage market.

5. Alsym Energy Partners with Re:Build to Establish Sodium-Ion Production Line in the U.S.

Alsym Energy has entered into a collaboration with manufacturing firm Re:Build to establish a sodium-ion battery production line in Pennsylvania. The products will target C&I storage, grid peaking, and data center backup power. Domestic production will enable full benefit from the U.S. Inflation Reduction Act (IRA) tax credits. The cells offer low flammability and high safety, making them suitable for distributed storage applications across the U.S. This move is expected to reduce reliance on overseas supply chains and accelerate the commercialization of sodium-ion technology in the American market.

6.Queensland Establishes AUD 200 Million Fund to Support Mining Area Storage

The Australian state of Queensland has launched a AUD 200 million Northwest Energy Fund to support integrated wind-solar-storage projects in its northern mining belt. The fund, managed by local investment authorities, will also finance upgrades to regional transmission lines. The initiative aims to address the high cost and instability of diesel power generation in remote mining areas, leveraging private capital to drive the large-scale deployment of distributed storage.

7. Henan Province Issues Power Medium- & Long-Term Market Rules, Integrating Storage and VPPs

Henan province has officially issued its "Implementation Rules for the Electricity Medium- and Long-Term Market," granting full market participation status to new entities including distributed PV, wind power, energy storage, and VPPs. The rules mandate 24-hour segmented curve contracting and settlement for all participants, establishing a clear connection between the medium/long-term market and the spot market. The new policy enables two-way trading for storage charging and discharging, combining capacity compensation and peak-valley arbitrage. This is expected to fully unlock the regulatory value of user-side and grid-side storage, serving as a local model for the marketization of new energy storage nationwide.

8. Canadian Solar Inc. Energy Storage Enters Italian Market with 8 MW/40 MWh Project

On June 23, Canadian Solar Inc. announced that its energy storage subsidiary, e-STORAGE, signed a contract with Axpo, a Swiss energy giant, to develop its first storage project in Italy. The 8 MW/40 MWh project will be located at an existing Axpo gas plant site in Calabria, leveraging existing grid connection points. Construction is scheduled for late 2026, with commercial operation expected in early 2028. e-STORAGE will provide a complete self-developed solution based on its 5MWh SolBank 3.0 liquid-cooled LFP battery system, paired with its own PCS and EMS. The project will serve regional grid peaking and renewable integration and acts as a springboard for further expansion into the Southern European market.

9.EU Approves Spain's EUR 9 Billion 10-Year Capacity Mechanism, Including Storage

The European Commission recently approved Spain's EUR 9 billion power capacity guarantee plan. The 10-year policy, effective from May 2026, will allocate EUR 900 million annually, managed by grid operator Red Eléctrica. Modeled on mature capacity markets, it is open to new and existing projects, with storage, generation, and demand response all eligible. All participants will be selected via transparent auctions. The core objective is to address supply gaps from renewable intermittency and ensure stable power supply during peak demand. Spain plans to extend this mechanism to neighboring EU countries, potentially creating sustained market growth for the European storage industry.

10. Chinese Storage Firms Secure Over 47 GWh in Orders at EES Europe

During the EES Europe 2026 exhibition, seven leading Chinese energy storage companies announced major contracts in European and global markets. The total contracted capacity exceeded 47 GWh, covering utility-scale, C&I, residential, and distributed storage, highlighting the growing global competitiveness of the Chinese energy storage sector.