Under the birth of the development of new energy, the trillion-level energy storage circuit shows a thriving scene.


However, while the outside world is amazed at the "prosperity" of the energy storage market, the industry enterprises have begun to worry about the upcoming "elimination competition" of the industry.


Under the background of "dual carbon", with the continuous advancement of energy transformation, the new energy storage industry has ushered in explosive development opportunities, and it is expected that by 2025, the market size will exceed one trillion yuan.


In a number of new energy storage routes, lithium-ion batteries are occupying the "dominant" position. National Energy Administration data show that in 2022, lithium-ion battery energy storage accounted for 94.5% of new energy storage installed capacity.


In the face of huge market inertia, almost all new enterprises are preparing to enter the "energy storage circuit", and they will be the more mature "lithium" technology route as the technology of choice.


However, the question is whether the new energy storage is really equivalent to the lithium route? With the increasingly fierce competition for new energy storage, the "route dispute" is worth more thinking in the industry.


Recently, at the 13th China International Energy Storage Conference held in Hangzhou, Dr. Zheng Hua, associate professor of the School of Electrical and Electronic Engineering of North China Electric Power University, put forward the view that with the increase in demand for power transfer in the power market, the demand for long-term energy storage is ushering in an outbreak.


Some industry insiders believe that this may mean that in the field of new energy storage, the market position of lithium battery route "a dominant" is facing challenges.


Recently, Zheng Xiaohao, general manager of Liquid Flow Energy storage Technology Co., LTD., said in an interview with the 21st Century Economic Herald that at present, although lithium is the best application of energy storage technology in maturity and cost, with long-term energy storage demand becoming the mainstream and requiring further extension, due to their own security challenges and high expansion costs, Current lithium-ion battery energy storage technology is difficult to meet. As a result, the long-term energy storage market will be replaced by routes such as liquid flows that are more suitable for long-term energy storage.