English

  • Energy Storage Summit Asia 2026 convenes 1-3 July 2026 at QSNCC, Bangkok, Thailand, with 30,000+ visitors from 60+ countries and 1,400 major brands
  • Vietnam leads ASEAN on BESS regulation: Circular No. 62/2025/TT-BCT (January 2026) creates a formal two-part tariff for BESS — the first major ASEAN economy to move beyond energy-only compensation, potentially unlocking US$750 million in 2026 and US$5.7 billion by 2030
  • ASEAN BESS deployment remains limited at only 1.4 GW operational despite ~90% global cost reduction since 2013; FESSIA/DNV report labels BESS the missing link in ASEAN's energy transition
  • Cambodia's grid-forming landmark: 500 MW/1,000 MWh system with grid-forming inverters operational in Pursat province since March 2026, built by SchneiTec on a 2025 Huawei testbed
  • Thailand lags behind: Natural gas still 67% of EGAT generation; solar+wind only ~2%. Draft PDP targets 10 GW/10.5 GWh storage by 2037 but remains unfinalised
  • Policy certainty now outweighs cost as the primary barrier to APAC battery storage investment, according to Banpu NEXT — regulatory ambiguity around grid connection pathways is the biggest obstacle
  • Data centre demand risk: 24.2 GW of data centre capacity announced across nine APAC markets (2025-2030), which without long-duration storage could lead to 166 million tonnes CO2-equivalent/year by 2030

中文

  • 亚洲储能峰会2026将于2026年7月1-3日在泰国曼谷QSNCC举行，汇聚60多个国家超过30,000名访客和1,400个主要品牌
  • 越南引领东盟BESS监管改革：2025年第62号通知（2026年1月生效）为BESS建立正式的两部制电价——首个超越单一电量补偿的东盟主要经济体，2026年可能释放7.5亿美元投资，到2030年达57亿美元
  • 东盟BESS部署仍然有限，运营容量仅1.4吉瓦，尽管自2013年以来全球成本下降约90%；FESSIA/DNV报告将BESS称为东盟能源转型中缺失的一环
  • 柬埔寨构网型里程碑：500兆瓦/1,000兆瓦时构网型逆变器系统自2026年3月起在马德望省运营，由SchneiTec基于2025年华为试验平台建设
  • 泰国落后：天然气仍占EGAT发电量的67%，太阳能+风电仅约2%。草案电力发展计划目标到2037年实现10吉瓦/10.5吉瓦时储能，但尚未定稿
  • 政策确定性已超越成本成为亚太电池储能投资的首要障碍，据Banpu NEXT分析——并网路径的监管模糊是最大阻力
  • 数据中心需求风险：2025-2030年亚太九个市场公布的数据中心容量达24.2吉瓦，若无长时储能，到2030年可能导致1.66亿吨二氧化碳当量/年的排放