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As of April 2025, the U.S. has increased tariffs on Chinese energy storage products to 82.4%. This poses significant challenges for Chinese energy storage companies trying to enter the North American market, where the commercial and industrial energy storage sector remains relatively small.
The impact on Chinese energy storage companies is most severe for those heavily invested in the U.S. market, such as major players like Jinko Solar, JA Solar, LONGi Green Energy, Trina Solar, and Tongwei. These companies primarily rely on cost advantages to compete against leading U.S. firms like Tesla.
According to a financial report, Trina Storage has developed a comprehensive range of energy storage systems, including grid-side, commercial and industrial, and residential energy storage solutions. Their offerings also include energy storage cells, battery modules, inverters, and smart energy management systems.
In the realm of innovation, Thyssenkrupp has launched a groundbreaking energy storage system that promises zero degradation in power and capacity for five years, with a single unit capable of storing up to 6.25 MWh.
Recent discussions in the industry highlight the need for energy storage solutions to evolve from merely “storing energy” to “using energy more intelligently.” This includes integrating flexible resources such as commercial energy storage and adjustable loads into virtual power plants.
As the competition in the commercial and industrial energy storage market intensifies, industry professionals are urged to remain resilient amid fluctuating policies and market conditions. Huaxia Jinzhu has announced plans to collaborate with industry peers to develop energy storage projects valued in the trillions.
The energy market reform is creating more opportunities for energy storage transactions, highlighting its long-term value as an asset. Companies like Sunwoda are set to unveil new energy storage products at upcoming exhibitions, focusing on innovation and efficiency.
Furthermore, the energy storage market in Brazil has shown remarkable growth, with commercial energy storage accounting for 10% of the country’s total storage capacity. The agricultural sector is increasingly adopting energy storage systems to replace diesel generators, thereby reducing costs and carbon emissions.
In conclusion, as the global energy storage landscape continues to evolve, the commercial and industrial sectors are poised for significant growth, driven by technological advancements and changing market dynamics.
