China’s Post-136 Era: Energy Storage Safety Emerges as Key Industry Filter​

In February 2025, the National Development and Reform Commission and the National Energy Administration jointly issued the "Notice on Deepening the Market-oriented Reform of New Energy Grid-connected Electricity Prices and Promoting the High-quality Development of New Energy" (Development and Reform Price [2025] No. 136, referred to as "Document No. 136"), which clearly canceled the mandatory storage policy for new energy projects.
The policy adjustment of Document No. 136 marks the official exit of the administrative storage mechanism that has lasted for nearly 8 years, and the energy storage industry has entered a new stage of "market-driven" from "policy-driven". Energy storage must make money, which has become an industry consensus after Document No. 136. But in detail, energy storage safety will become the first elimination level that companies must pass after Document No. 136. I hope that after this safety elimination competition, China's energy storage industry will accelerate into a healthy and orderly development stage.