At present, there is an obvious trend of vertical integration in the energy storage industry, and a typical feature is that the upstream and downstream have entered the integration link.
The competition in the energy storage industry is intensifying, and there is a trend of vertical integration in many sectors. In the energy storage industry chain, from upstream battery and PCS and other core equipment companies to downstream developers, there is a general trend of vertical integration, and the competition and cooperation relationship between the upstream and downstream of the industry chain is more complex and diverse. This article mainly introduces the upstream and midstream of the energy storage industry chain in the United States. Condition.
The domestic battery sector has obvious competitive advantages, and high-quality battery companies are expected to usher in more large orders. The advantages of safety and price competition of lithium iron phosphate batteries are fully demonstrated, and domestic enterprises continue to receive large orders. Compared with ternary batteries, domestic lithium iron phosphate batteries are increasingly prominent in terms of price competitiveness and safety advantages, and overseas mainstream integrators are expected to accelerate their shift to the iron-lithium route.
Quality is the first factor for domestic batteries to go overseas. At the same time, price, supply, and battery qualification are also important considerations for overseas cooperation.
Since the US energy storage market is mainly driven by economics, the quality of energy storage batteries has a more prominent impact on the safe and economic operation of energy storage. Based on Powin’ s cooperation requirements for battery suppliers, it can be seen that the first requirement of energy storage customers in the United States for energy storage batteries is quality, followed by cost, supply, and company funds and battery qualifications.
In addition to indirect going to sea through domestic integrators, it is expected that going directly to sea is an important opportunity for other links in the domestic energy storage industry chain. Although following domestic integrators to go overseas indirectly is an important path for the domestic energy storage industry chain to export to the United States, this path is relatively more competitive.
Considering that the general situation of integrators in the US energy storage market is still dominated by overseas companies, domestic energy storage companies in sectors such as PCS and temperature control are expected to usher in more opportunities by actively exploring overseas integrator customers.
Post time: Jan-09-2023