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Text/Climate Movement Project Group in Green Warfare
China-US Trade has been in the process of continuous dramas and flying for a month and a half. After China’s export of american energy-efficient steel batteries was once raised to 173% in April 2025, on May 12, Chinese and American cats were wrapped in Song Wei’s feathers all the way and no longer shook at this moment, but both parties issued a joint statement after the trade meeting in Geneva that the United States will impose a 30% tax on all imported products. The Sino-US tax war is far from over, and it is still reshaping the competition format and development trend of China’s new energy-efficient energy production.
In 2024, the European and American markets accounted for as high as 73% of China’s energy-saving steel batteries. Nowadays, the high tax policy of american has directly reduced the demand for energy storage in China. Europe is also showing a short-term view, which will reduce the dependence on China’s energy storage battery supply chain in the long run. As a country that supplies more than 90% of the global energy storage battery supply, China is facing a more fragmented and uncertain global energy storage market.
On the other hand, China’s energy storage engine growth remains stable. New energy storage engines, mainly steel ion batteries, are expected to exceed 30GW in 2025, and will have an average annual increase of up to 26.3GW in 2025-2030. Under this situation, China’s new energy industry urgently needs to rely on the “domestic dual-circulation strategy” – expand diversified international markets through the “external circulation”, and at the same time, with the domestic circulation as the main body, the industry competes and ensures safety in its industry. This article focuses on the implementation path of “double-wheel strategy” and the strategic opportunities brought by it.
New Xingxing Market opens the “external circulation” path for energy production
On April 23, 2025, the National Bureau of Dynamics issued the “Notice on Several Measures to Promote Economic Development of Neighborhoods in the Dynamics Field” proposed to encourage neighborhood enterprises to participate in the “One Band and One Road” construction, and to cooperate with green dynamic projects such as energy acquisition to improve the international competitiveness of enterprises. At the same time, with the rapid development of renewable forces, new markets such as Southeast Asia, Central and Africa are becoming new growth points for global energy generation. International powerThe agency predicts that under zero emissions, by 2030, new markets other than China will account for 25% of global battery energy storage devices.
The power gap and renewable power development opportunities coexist in Southeast Asia, and the energy capacity has shown a grand market potential as a supporting solution plan. It is expected that the cumulative installations this year will reach 12GWh, a year-on-year increase of 50%. The total scale of new installations will be close to 15GWh by 2030. Taking Vietnam as an example, its agency announced that it would invest US$136.3 billion, with a significant proportion of renewable energy power, and is expected to account for more than 25% of photovoltaic power generation in 2030, becoming the first source of power in China. With the surge in photovoltaic installations, energy storage demand has also risen rapidly. Based on the latest data in the first quarter of 2025, Vietnam has become the third largest export market for China’s steel batteries.
The central eastern region’s extremely renewable dynamic development goals and a friendly trade environment bring wide opportunities to energy-producing industries. In 2025, the Central East region is expected to add new energy-energy installations to 20GWh, an increase of more than 350% year-on-year, becoming the largest increase in the global market. By 2030, Saudi Arabia and the Arab Emirates plan to achieve 130GW and 19.8GW of renewable power units, which will deliver about 57.4GW of large demand. Despite the high level of local power industry nationalization, China and the traders from China’s eastern countries cooperate with the basic conditions, and provide favorable conditions for China’s export of energy-energy products with Pinay escort and relatively low import taxes (such as Saudi Arabia, the Arab Emirates, Egypt and other countries all within 5% of taxes), it still provides favorable conditions for China’s export of energy-energy products. In the first quarter of this year, Saudi Arabia has become the eighth largest export market for China’s steel batteries, with exports growing by 2706.4% year-on-year.
Africa is now a new destination for global renewable dynamic investment, and the demand for new dynamic devices is growing rapidly. In recent years, the African Union has issued the “African Green Forces Initiative”Sugar baby, “African Power Partnership Program”, “African Power Agreement” and “2030 Africa Power Strategic Form have a wide range of content, including her personal information, contact methods, cats”, and established a Renewable Dynamics and Power Effectiveness Fund to encourage countries to apply renewable dynamics to meet development needs, and promote the capacity of African energy-energy-energy installations from 31MWh in 2017 to 1600MWh in 2024, with a projected 4.8GW and 7.7 by 2030 and 2040 respectivelyGW.
Amid trade wars and territorial political impacts, Chinese energy-energy enterprises are accelerating the opening of new markets in Southeast Asia, Central and Africa. In addition, the country’s strong support for the “green sea” policy will not only compensate for the export gap caused by the tax walls between Europe and the United States, but also use Sugar daddyThis helps local cleansing power transformation, achieving mutual benefit between both sides. But it is necessary to be wary of that if only a simple transfer of products from previous exports from Europe and the United States to other markets, it can cause a blow to the local renewable dynamic industry, or it may lead to a stagnation of local structure and increase the impact of Chinese enterprises on the local market. This is a combination of persistent trade.
Policy guidance promotes the “internal circulation” of energy-producing industries
In the context of the continuous trend of the international trade environment, China’s energy-producing industries urgently need support from stable domestic markets. Since this year, from policy guidance to industrial development, China’s energy production industry has also been exploring the way to transform from “scale expansion” to “deep value cultivation”. In February, the “1Sugar daddy‘s new “1Sugar daddy‘s new “1Sugar daddy‘s new “1Sugar daddy‘s new “1Escort came to an end. The “strong allocation” era began to eliminate its “attached” resource position and officially entered a new stage of market competition.
In order to help energy-enabled enterprises compete with market-oriented skills, in April, the “Power Power Assisted Service Market Basic Regulations” first adopted energy-enabled enterprises to enter the market, and clearly confirmed that energy-enabled enterprises can participate in frequency adjustment, reserve capacity and black startup as a “new type of business entity”, and expand market-oriented expenditures in the form of traditional income, and further stimulate the construction vitality of new types of energy-enabled enterprises. A few days later, the “No. 394” to promote the implementation of the power supply market construction, and proposed to achieve full coverage of the current supply market by the end of 2025 and use time-sharing electricity prices.It constructs a price signal and encourages new entities such as energy storage to flexibly capture the profits of electricity prices in services such as peak cutting and valley filling and optimizing energy quality, and guides the transformation of new energy storage industries from the passive development form of “dependent on administrative instructions Pinay escort” to the emotional high-quality growth of “market actual demand activation economic benefits”.
At the level of the location, provinces have also used price incentive signals to guide energy project investment and operation, so as to adjust the energy capacity and economic benefits in the power system. For example, Inner Mongolia was the first in the country to establish an independent energy capacity supplement mechanism with the highest compensation standards and the longest day of the day; Xi Jinping promoted virtual power plants to participate in the inventory and assisted service markets, and planned the minimum adjustment scale and time; Hainan was divided into non-peaker machines. The charging and discharging prices of energy s TC:
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