储能项目“集体搁浅”,行业大洗牌加速!

北极星电力网
Jul 29

日前,市场分析机构美国清洁能源协会(CEA)发布的最新报告显示,受新增关税及政策调整影响,美国储能制造业正经历“寒潮”冲击。该报告指出,美国针对储能电池及组件实施多项新关税,直接导致3家美国企业合计约21GWh的电池储能产能在今年被取消;另有5家企业推迟总计超19GWh计划产能落地。该报告特别强调,美国对中国电池材料的高度依赖(占比超60%)是主因。储能项目集中迎来“调整潮”事实上,不仅是美国,...

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